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How a question about one stubborn number became a series of research briefs.
The question
For 14 years, the amount of electricity the United States used barely moved. Then, almost at once, it did.
KPA started with that one number. Sales were 3,765 terawatt-hours in 2007 and 3,806 in 2021. By 2025 they had reached a record. Headlines blamed AI. The first job was to check the arithmetic.
The format
The model was the energy decision brief of 2014 and 2015: short, sharp documents that took one event, made one argument, and proved it with a few charts. They were written for people who had ten minutes and needed to decide something.
That shape became the house format. One event. One thesis. Key implications on the first page, three sections whose headings are claims, and a list of sources at the end.
The checking
The first draft of a finding is rarely the one that survives. Each number in the brief is rebuilt from public data in code, then pushed with different estimates, different years and different definitions.
Some findings got smaller. One changed from “all” to “roughly all” and gained a range. That is the point: a finding is published only in the form that holds up.
No. 1, 26 October 2026
Load Bearing argued that data centers drove roughly all of the decade's demand growth, and that the plants to serve them now arrive after the forecasts that justify them. Nine pages, four charts, ten findings.
What comes next
New briefs follow the same rules on new questions in energy and markets. Each one is added to the archive the day it is published.
Founder of Kranenburg Power Advisors. Writes and researches every KPA brief. High school student with an interest in energy, markets and the numbers behind them.
Published by Kranenburg Power Advisors. Researched and drafted with AI assistance.
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