The Gist is the monthly newsletter of The Ad Hoc Group that covers everything at the intersection of climate tech and policy. Subscribe at the link here to have The Gist mailed to your inbox each month.

GistCoverApril 2026

The Ad Hoc Gist: Inside the Octopus/Uplight Deal

The British are coming! Octopus Energy, the UK energy titan, announced it will acquire a majority stake in Uplight, which serves more than 85 utility customers in North America.

In this month’s Gist, we take you behind the scenes of the deal in a joint interview with Nick Chaset, who heads Octopus in North America, and Hannah Bascom, the GM of Uplight. What does this new partnership mean for the industry and why did it come together right now?

GistCover March26

The Ad Hoc Gist: Will Data Centers Start Investing in Your Home?

While the pitchforks are out for new data centers in some jurisdictions, creative approaches are emerging to facilitate speed to power without unreasonably burdening ratepayers.

In this month’s Gist, my colleague Annie Gilleo writes about the new “bring your own distributed capacity” concept that is getting the attention of hyperscalers, utilities, and regulators. It asks a simple question: Can we unlock capacity faster and more affordably by investing in new energy technology in people’s homes so that they benefit from the data center boom while also enabling it?

GistCoverFeb26

The Ad Hoc Gist: Two Utility CEOs Spill the Tea

After a thought-provoking dinner conversation at last month’s Power Resilience Forum with Mari McClure, the CEO of Green Mountain Power in Vermont and Rudy Garza, the CEO of CPS Energy in Texas, that we asked them to do it all again for this month’s Gist.

In our interview, they break down the overly simplified narratives that have emerged about clean energy, resilience, data centers, and affordability. And they share what it’s really like to run utilities in two very different parts of the country right now; it turns out it’s neither monolithic nor simple.

White Papers

The Ad Hoc Group, in partnership with other industry thought leaders, publishes white papers that take a deep dive into the complex issues facing the energy industry and our clients.

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Bridging the Load Gap: A Collaborative Path for Utilities, Hyperscalers and Customers

In this white paper, published in January 2026, the Alliance to Save Energy and the Ad Hoc Group explore whether a collaborative model – one in which a large load funds incremental, utility-directed demand-side management (DSM) investments that include both demand response (DR) and energy efficiency (EE) programs – could unlock new capacity, reduce pressure on infrastructure timelines, and support improved affordability and resilience for customers.

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Blog

Follow our blog for updates from The Ad Hoc Group.

People as Moat – Ad Hoc Expands into Search

In climate tech, we talk a lot about, well, technology. But talk with most CEOs and they’ll share that the hardest part of their job is figuring out how to hire and retain the right people. In my experience, a company’s ability to hire and effectively onboard the right people is what differentiates successful businesses from those that falter. Because, as a CEO, you can have a great vision, but if you don’t have the right people, you can’t execute it.

A Conversation with Vida and Devin

We invited two leaders, Devin Hampton, CEO of UtilityAPI, and Vida Asiegbu, principal at Energy Impact Partners, for a candid conversation on equity and representation in the energy transition.

Press

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Anti-China Fervor Casts a Dark Cloud Over Solar and U.S. Climate Goals

In Congress, there is sudden bipartisan momentum to reinstitute tariffs on Chinese components. The U.S. solar industry is alarmed.

Read More @ Washington Post

sunset glow reflected on solar panels with bangkok skyline

Silicon Valley Bank Collapse Could Slow the Transition to Clean Energy

The bank cast a wide shadow over climate tech, with half the start-ups in the sector doing business with it.

The collapse of Silicon Valley Bank has created new challenges not just for the nation’s banking system, but also for the Biden administration’s climate agenda, following a harrowing weekend in which many major clean tech companies faced insolvency.

Read More @ Washington Post

3d rendering group of EV charging stations or electric vehicle recharging stations

Investors Putting Billions Into Climate Tech Don’t Plan to Stop

Bill Gates is worried about a dark period ahead for the global economy. “We’re going to go through a winter period for a number of years,” he warned a room full of go-getting green entrepreneurs last week, lamenting at a TechCrunch event that their success had come up against bad timing.

Read More @ Bloomberg

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