Jason’s Blog
QSR Winter Playbook: Holiday Traffic, Heat Lamps, and the Drive-Thru Door
Food service buildings run at five times average commercial energy intensity. Cooking is 40% of it, and winter hides where the money goes.
The Age of Super Intelligence: Why It Runs on Power
An executive order renamed AI to Super Intelligence. Whatever you call it, it runs on electricity, and the forecasts are colliding with the grid.
Bring Your Own Power: How the States Flipped the Script on Data Centers
States are making data centers pay their own way, and data centers are answering by becoming power producers. What the new rules mean for C&I buyers.
PJM’s Backstop Auction Is Frozen. Amazon Locked In 690 MW Anyway.
FERC suspended PJM’s backstop auction until February 2027. The next day Amazon locked in 690 MW of nuclear for 20 years. What it means for C&I buyers.
Your 2027 Capacity Costs Were Set This Summer. Here Is How to Change Next Year’s
Your 2027 capacity charge was set during a few hours last summer. NYISO uses one hour, PJM averages five. Here is how to change next year’s.
Three Choice Markets Just Reset. What Large Energy Users Should Check Now
Supply prices reset across PA, OH and IL this summer, and commercial classes moved further than residential. Virginia just opened to choice above 5 MW.