On @SquawkCNBC @andrewrsorkin: Is some of your customer demand related to climate? Fervo CEO @TimMLatimer: I think it is. @JoeSquawk: That's too bad. Latimer: We have a technology that stands on its own economics. The fact that it can address climate change is a bonus.

Geothermal developer @fervoenergy raised $1.9B in its IPO. SVP Sarah Jewett said helping solve climate change is why many employees go to work every day. Read about Fervo's deal w/ @Google & plans to get costs down ~$3,000/kWh: latitudemedia.com/news/how-f… @_LatitudeMedia

BURGUM: When the sun goes down, solar produces zero electricity HUFFMAN: I want to enter into the record this amazing new technology that apparently the secretary is unaware of -- it's a battery

NEW: Absent a biblical rainfall event this summer, Corpus Christi will be the first American city in modern history to run out of water. 💦 Schools & hospitals hope to drill wells. Lawns are dry. How will petrochemical plants handle it? We don’t know. kut.org/energy-environment/2…

@Microsoft is going off-grid. @Fermilab is trying to build an 11 GW "Hypergrid." The headlines are loud. But the developers building these projects say off-grid won't be "a huge part of the market." @ceboudreau reports from Transition-AI 👇 latitudemedia.com/news/devel…

NEW US electricity data ⚡️ In March, renewables produced more than a third of US electricity for the first time ever, even overtaking gas generation! Wind and solar combined reached over a quarter (26%) for the first time.

There’s a growing amount of excitement and trepidation around off-grid data centers. I’m not convinced many will actually go fully off-grid -- probably as a bridge in most cases. But it’s surfacing a more interesting tension about how we build the system. As @ceboudreau detailed, that tension played out on stage at CERAWeek between Fermi and Google. Fermi is leaning into the “power island” model that pairs data centers with dedicated generation, starting with gas and potentially nuclear. The idea is to move faster, avoid interconnection bottlenecks, and not push costs onto the broader system. Google pushed back on that framing. Their view is that once you start building isolated systems, you end up overbuilding for reliability and tie up more capital into assets that run a fraction of the time. And none of that investment actually improves the grid. There’s also a concern that it could lead to higher system costs over time if those resources aren’t shared. We will clearly see some version of both of these approaches, but I agree more with Google's @AmandaCorio on this one: “We are focusing too narrowly on this moment and the bottlenecks, and not thinking collectively as a system in 10 years."

It’s okay for hard things to be hard. On the subject of AI and writing, I like the way George Saunders puts it:

U.S. renewables added a record 50 GW of capacity in 2025, accounting for about 90% of new power on the grid. But new data suggests the project pipeline may be flattening just as electricity demand is expected to surge. Read more: bit.ly/4svoyS3 #RenewableEnergy

BOEM received "no bids" in an oil and gas lease sale held today for tracts in Alaska's Cook Inlet, the first such offshore Alaska lease sale held under Trump's OBBBA boem.gov/oil-gas-energy/nati…

Speaking as a reporter who writes on Substack, anyone who thinks individual newsletters are somehow a leaner version of a newsroom is clueless about how journalism works. Feature writing and investigative reporting are team sports. You need sharp editors and, in many cases, stiff-spined lawyers. It helps to have other reporters whose expertise and sources you can call upon, too. You can do a lot to pump out scoops on your own — I regularly break stories on my Substack — but serious beat reporting requires a team.

Jeff Bezos wealth in 2024: $194 billion Jeff Bezos wealth in 2025: $215 billion Jeff Bezos wealth today: $249.4 billion Net increase in Bezos wealth since 2024: $55.4 billion Cost of Bezos’s 417-foot superyacht: $500 million Amazon investment in "Melania": $75 million Original Bezos purchase price of the Washington Post in 2013: $250 million Bezos net worth in 2013: $25.2 billion Net increase in Bezos wealth since buying the Post: $224.2 billion Last reported annual losses of Post: $100 million Number of years Bezos could absorb those losses with what he makes in a single week: 5 @JeffBezos

scoop: Kristi Noem has more than $1 billion in disaster prevention projects piling up on her desk. Somehow, three states w/ powerful GOP politicians have escaped the logjam — Georgia, North Carolina, and Oklahoma. Everyone else left begging for help. notus.org/trump-white-house/…

Battery storage, & other grid upgrades, helped ERCOT survive Winter Storm Fern. Today, Texas has about 17,000 megawatts. In 2021, when Uri hit, the state had almost no grid-scale batteries.    Our Matt Boms talked with @ceboudreau about why batteries help: okt.to/CmsA3P

"I don't know if I'd trust getting on a plane." @ceboudreau @ATecotzky and I spoke to over a dozen current and former employees at @NOAA. They expressed concern over less accurate forecasts and aviation issues, among other things, amid steep cuts. businessinsider.com/doge-noa…

I wish people who distrust the media could see the lengths I just went to to confirm one phrase in a 3,000-word story

So much confusion over the White House pause on federal loans and grants. I want to know what disaster aid, climate, and energy projects are affected. Please reach out w/ information, even if you're scrambling to understand what it means. 802-782-9286 (also on Signal).