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Granite Boom
Fervo’s IPO signals the Granite Boom, as EGS echoes shale through scarce land, faster drilling gains, and a near-term edge over SMRs in power markets
May 19
•
Ian Nieboer
3
Cheap Reasoning
Power markets and AI are shifting fast: as reasoning becomes abundant, advantage moves to proprietary data, controls, technology and judgment.
May 12
•
Ian Nieboer
3
Am I the UX for my AI?
As AI expands output, leaders become curators of taste, judgment, and trust. Explore what it means to be the UX for your AI at work now.
May 8
•
Ian Nieboer
6
Vibe Check
EVOLVE 2026 in Houston explores the future of energy, where oil and gas, power, renewables, carbon, supply chain, and AI converge to create opportunity…
May 5
•
Ian Nieboer
3
April 2026
Bueller
Gas power is booming in 2026, but flat burn, supply bottlenecks, data center shifts, and rising competition raise harder questions for the 2030s.
Apr 28
•
Ian Nieboer
4
The Hydra
Modern power price forecasting is harder than load alone. Renewables, outages, congestion, and rising demand now drive sharp market price surprises.
Apr 21
•
Ian Nieboer
4
Sibling Squabble
US gas burn debate: Oil analysts see a bull case via data centers, while power analysts predict flat demand due to solar and battery dispatch. See why…
Apr 14
•
Ian Nieboer
3
Jiro Dreams of Energy
Morning Energy tracks the evolving energy industry, from oil and gas to power, AI demand, electrification, and natural gas shaping the future.
Apr 8
•
Ian Nieboer
4
1
March 2026
The Box It Came In
Morning Energy (March 31, 2026)
Mar 31
•
Ian Nieboer
3
The Boogeyman
Morning Energy (March 24, 2026)
Mar 24
•
Ian Nieboer
3
The AI Hiring Error
AI means hiring more young people, not fewer
Mar 20
•
Ian Nieboer
4
1
1
The Replacements
Morning Energy (March 17, 2026)
Mar 17
•
Ian Nieboer
4
1
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