Energy Market Articles & Analysis
In-depth articles on AI infrastructure, grid planning, solar, BESS, EVs, and the energy transitions reshaping modern power systems — written by energy professionals.
Why the U.S. Inverter Ban Could Reshape AI Data Centers, Battery Storage, and the Grid
In July 2026 the FCC added foreign-made connected power inverters to its Covered List. Here's what the rule actually does, what it doesn't, and why it matters for battery storage, AI data centers, and the grid.
Read article →From Bitcoin Mining to AI: Why Data Centers Are Reshaping Energy
Why Bitcoin miners are becoming AI infrastructure companies, why power now matters more than real estate, and what it means for the grid.
Read article →Battery Energy Storage Explained: How Modern Batteries Are Transforming the Grid
How utility-scale battery storage (BESS) actually works — power vs. energy, duration, degradation, revenue stacking, and why AI data centers are driving demand.
Read article →Power Purchase Agreements (PPAs) Explained: The Contracts Powering AI, Solar, and the Grid
What a PPA is, how Physical and Virtual PPAs differ, and why these contracts decide which energy projects get built — explained by an energy professional.
Read article →How Much Electricity Do AI Data Centers Actually Use? (2026 Numbers)
AI data centers are projected to use 565 TWh in 2026 — enough for 52 million homes. Here's what that number actually means, where the power goes, and whether the grid can keep up.
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