Insights

Reports & briefing

Curated research deep-dives and a daily energy & AI briefing. This is the reading list we run the studio on.

Powering the AI Era: Data Centers and the Grid

Artificial intelligence is colliding with the physical limits of the power system. Training and serving frontier models is turning data centers into some of the largest new electricity loads on the grid — and demand i…

AI Infrastructure · July 2026 · 7 min read Read the report →

Reports

Deep-dives on the focus areas. Curated from the researchers, agencies, and institutions we track.

ClimateSustainability Example

Decarbonizing Heavy Industry: Capture, Heat, and the Circular Factory

Steel, cement, and chemicals underpin everything the modern economy builds — and together they emit more than any single country except China and t…

Climate Tech · Jul 2026 Read the report →

EnergyClimate Example

The Storage Decade: Batteries, Duration, and the Always-On Grid

Cheap solar and wind solved the cost problem; storage is solving the clock. Grid batteries are the fastest-growing asset class in the power system,…

Clean Electricity · Jul 2026 Read the report →

More reports in the works

New deep-dives land here as we publish them. Follow the briefing to hear first.

Follow the briefing →

The daily briefing

Auto-curated from trusted industry feeds. The latest headlines across energy, climate, and AI.

Read the full briefing →

MIT Tech Review · Sep 14 The AI industry has taken a doomer turn. What now? MIT Tech Review · Sep 14 AI agents blew the whistle on their cheating colleagues Data Center Dynamics · Sep 14 Damac and Vodafone launch Turkish data center Data Center Dynamics · Sep 14 Construction worker dies after being hit by crane lorry at data center site in Rayong, Thailand Utility Dive · Sep 14 EPA poised to scrap power plant carbon standards