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Each brief makes one argument about energy and markets, proves it with a few charts, and fits in under ten pages. Newest first.

Load Bearing

AI data centers, the end of flat demand, and the remaking of the utility planning order

No. 1, 26 October 2026. Decision brief, US power and utilities, 9 pages.

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FindingsTen findings, one wallEvery number in the brief, with its source and the page it comes from.MethodHow a brief is madeFive steps and a few hard rules, from one question to a finished PDF.Our storyWhy the brief existsHow a question about flat demand turned into a research series.