Archive - On Energy

Paper Anniversary

How OBBBA's safe harbor deadline reshaped renewable energy development and why paper became the bridge to America's next energy era.

Jul 8 • Ian Nieboer

Canada reaches the knockout stage as power markets face their own bracket. Separating proven projects from hype is the challenge shaping energy…

Jul 2 • Ian Nieboer

June 2026

Location, Location, Location

Morning Energy (Originally published June 23, 2026)

Jun 29 • Ian Nieboer

Why Taste Means Taking a Position You Will Defend

When AI makes analysis nearly free, the scarce thing is a person standing behind a recommendation.

Jun 17 • Ian Nieboer

Constructive Competition

Four geothermal approaches, one pool of capital. Why competition between geothermal tribes may accelerate the entire industry.

Jun 16 • Ian Nieboer

Behind the Meter: The Next Phase of Data Center Growth

Coffee Chats Episode 35, with Ian Nieboer & Graham Bain (Recorded June 4, 2026)

Jun 14 • Ian Nieboer

16:45

Build for the Off Switch

Fable 5 shows why inference sovereignty is becoming an infrastructure problem

Jun 14 • Ian Nieboer

Cutting the Cord

Explore how data centers use behind-the-meter power, partial grid ties, and onsite generation to bypass queues and manage ERCOT load growth risks.

Jun 10 • Ian Nieboer

Master Builders

Chaotic homebuilding gives way to an integrated powered-compute platform, where energy, chips, cooling, and capital converge into one seamless machine.

Jun 2 • Ian Nieboer

May 2026

Enhanced Utility

NextEra and Dominion’s proposed merger could reshape data center power markets, but regulators, grid queues, and PJM rules may limit performance.

May 28 • Ian Nieboer

Geothermal’s Breakout Moment: Fervo, AI Demand, and the Race for New Power

Coffee Chats Episode 34, with Ian Nieboer & Graham Bain (Recorded May 28, 2026)

May 28 • Ian Nieboer

15:12

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

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