Grid-Stabilizing Parts of the ITC Spared, For Now

Grid-Stabilizing Parts of the ITC Spared, For Now

At the close of my Rant last week, Avoiding a Downshift Tailspin with the ITC On Storage, I suggested the Senate spare the investment tax credit (ITC) for electric and thermal energy storage in its version of the One Big Beautiful Bill (OBBB). Canceling the ITC for...
Derisking Load Growth and Cost Overruns

Derisking Load Growth and Cost Overruns

If you haven’t seen my recent conversation on The False [unrealistic] Promises of Electrification with Katherine Johnson on The KJ Show with Dr. KJ, check it out. I received a lot of great feedback from folks. I don’t grade my work except for my objective,...
The Answer to AI is IA and the Three-Pound Organ

The Answer to AI is IA and the Three-Pound Organ

Artificial intelligence is reordering society in many ways. Last week, I wrote, “We may not be getting dumber, but we’re demonstrably becoming more dependent on technology, less innovative, and less creative.” Since then, I have read this interesting...
AI, Nukes, and the Entropic Vortex

AI, Nukes, and the Entropic Vortex

Last week, I lamented permanent tax credits that balloon the national debt, drive up interest rates, and exponentially increase borrowing costs. Two things have happened since: The House passed its version of the “One Big Beautiful Bill Act” (OBBBA), which...