Insights
Financial Insights for Energy CEOs
Practical financial knowledge from 20 years on both sides of the table. No fluff. No jargon without explanation.
Power & Data Centers
The AI Power Bottleneck & Your Infrastructure Investment
5 min readAI Data Centers are Redefining Power Strategy for Energy Companies
5 min readAI & Data Center Power Demand is Reshaping Asset Valuations
5 min readWhy Batteries, Not Gas Turbines, Power the Data Center Future
5 min readThe Data Center Pipeline Risk & Your Capital Planning
5 min readData Center Power Demand: Your Grid Transformation Opportunity
5 min readGrid & Infrastructure
Distributed Energy: The Grid Transformation That Changes Everything
5 min readDistribution Grid is the New Center of Gravity in Energy Transition
5 min readHow Rapid Electrification is Creating a New Grid Reliability Challenge
5 min readGrid Flexibility is the New Power Plant
5 min readGrid Investment Bottleneck & What It Means for Your Valuation
5 min readGrid Modernization and Infrastructure Financing
5 min readVirtual Power Plants: The New Grid Infrastructure
5 min readEV Charging: The Fastest-Growing Power Load You're Probably Pricing Wrong
5 min readCapital Markets & Investment
Capital Allocation in the Energy Transition: Where Discipline Wins
5 min readCapital Concentration is Reshaping Infrastructure Fundraising in 2026
5 min read$2.3T in Clean Energy Investment: What It Means for Your Business
5 min readClimate Tech Consolidation & What It Means for Your Raise
5 min readClimate Tech VC Crashed 40% in 2024 - But Not Where You Think
5 min readPrivate Capital and Mid-Market Energy: The Financing Shift
5 min read$2.3 Trillion Energy Transition Investment: Why You Should Care
5 min readPower Demand Is Driving Capital to Energy Infrastructure
5 min readProject Finance & Modeling
Debt Service Coverage and Project Risk for Energy Infrastructure
6 min readProject Finance Debt Structuring for Energy Infrastructure
6 min readProject Finance Modeling Fundamentals for Energy CEOs
6 min readPower Plant Valuation and LCOE Analysis for Energy CEOs
6 min readTax Equity, ITC and PTC Strategy for Energy CEOs
6 min readLCOE is Falling Faster Than You Think - Here's Your Competitive Advantage
5 min readEnergy Markets & Strategy
CEO Decision-Making in Energy Transition: From Narrative to Execution
5 min readClimate Infrastructure Finance: Solving the Complexity Puzzle
5 min readEnergy Geopolitics and Market Fundamentals: Planning Beyond the Headlines
5 min readThe Era of Linear Energy Transition Has Ended
5 min readGlobal Emissions Won't Peak Until 2028 - What This Means for Strategy
5 min readThe Multiplier Mentality: How Energy CEOs Should Think About Growth
5 min readThree Regional Power Markets, Three Completely Different Playbooks
5 min readRenewables & Storage
Battery Storage Crossed 35 GW: The Infrastructure Inflection Point
5 min readEnergy Storage and Battery Expansion Finance
5 min readHeat Pump Transition: The Capital Opportunity Energy CEOs Are Missing
5 min readRenewable Energy Markets and Policy Shifts in 2026
5 min readThe Renewable Energy Plateau: What 2025 Tells You About Strategy
5 min read92% of New US Power Capacity Is Clean Energy: What It Means for M&A
5 min readOil, Gas & Commodities
M&A & Valuation
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