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Past Issues
The Ad Hoc Gist: Our 2026 Grid Predictions
We’re barely into 2026, and already it’s full of surprises. This month, Julia and I, along with two of our senior advisors, share our predictions for the year in energy.
We’re also proud to share a new Alliance to Save Energy report co-authored by our own Matt Anderson on how hyperscalers like Google and Microsoft can leverage investments in distributed resources and energy efficiency to create more capacity on the grid.
The Ad Hoc Gist: Four Things Our Team Thinks You Missed in 2025
As 2025 wraps up, we asked our team a simple question: What’s one development that flew under the radar this year—something overlooked in the usual energy market coverage—that you believe will have a significant impact in 2026 and beyond?
The answers surprised us. From the politics of electricity bills to a quiet federal tax provision that could reshape residential heating and cooling, this month’s Gist highlights four trends worth watching as we head into the new year.
The Ad Hoc Gist: Who Pays For a Resilient Grid?
The grid is reaching a breaking point. Utilities say they need a trillion dollars for upgrades by 2030. Regulators say: prove it. Somewhere between California’s wildfire zones and Florida’s hurricane corridors, we’re entering a period where every investment decision carries real political and economic consequences.
The core question is no longer whether we need a more resilient grid. It’s how much resilience is enough and who pays?