Weekly analysis of the Texas electric grid, ERCOT, utility policy and the clean energy transition, with interviews, opinion essays and curated reading picks. Readers get legislative context, regulatory detail and lessons that apply beyond Texas.
Website: https://www.texasenergyandpower.com
A climate science newsletter that analyzes current research and data on global warming, El Niño and the energy transition. Readers get data-driven explanations with charts, critiques of published methods and context on contested claims.
Roger Pielke Jr. writes about science, policy and politics, with a focus on climate, extreme weather, disaster losses and energy. Readers get data-driven analysis and first-person accounts of his talks and research.
Doomberg publishes long-form essays on energy markets, finance and geopolitics, often challenging mainstream political and media narratives. Readers get contrarian, data-informed analysis of topics such as LNG flows, sanctions, BRICS and hydroelectric contracts.
Analysis of the AI investment cycle, covering metrics such as revenue coverage of AI capital costs, data center power constraints, and company earnings signals. It also includes weekly research picks on AI and economics from the Exponential View research desk.
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