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Jan 12

Why I’m joining David Energy

Blog_19 I am excited to share that I am joining David Energy as Chief of Staff starting in February. I have spent the last year diving deep on the electric grid, energy markets, the theme of decentralization, and more, and I am thrilled to be devoting myself full-time to this…

Energy

3 min read


Dec 8, 2021

Is data the new oil? Why access to energy data matters for customers and businesses

Blog_18 Fingers are feeling a bit rusty as I return to writing after my November hiatus but I am glad to be back. I took the month off to focus on some exciting developments on the work front which I am excited to share more about in my January piece…

Data

10 min read

Is data the new oil? Why access to energy data matters for customers and businesses
Is data the new oil? Why access to energy data matters for customers and businesses

Oct 7, 2021

On Regulation

Blog_17 With this outlet, I’ve spent a lot of time digging into much of what I’ll call the infrastructure and content of energy markets and the electric grid. Scattered throughout the pieces I’ve written so far you’ll find the lurking shadow of regulation. Without addressing it explicitly, it’s appeared subtly…

Regulation

8 min read

On Regulation
On Regulation

Sep 9, 2021

The history of transmission as a guide for the future of distribution

Blog_16 Last month, I discussed franchise rights and the importance of opening up distribution level infrastructure to competitive forces in the way wholesale markets and the transmission network did in the late 20th and early 21st century. As such, I think it’s important to revisit how transmission and wholesale generation…

Climate Change

8 min read


Aug 12, 2021

Franchise rights: History, consequences, and opportunities for reform

Blog_15 In my last piece, I explored the business model of retail energy providers and how they might play a key role in a future with a higher penetration of distributed energy resources. In that piece, I noted the key activities REPs did not engage in: REPs don’t build or…

Electricity

9 min read


Jul 14, 2021

Retail Energy Providers and the consumerization of energy

Blog_14 In my last post, I wrote about the business model of utilities and their status as regulated monopolies. Needless to say, I was surprised by this state of affairs, given how much we in the US beat our chests about the power of free markets and capitalism. But, alas…

Energy

9 min read


Jun 16, 2021

Understanding Utilities: The monopoly we are okay with, for now

Blog_13 Last time, I did a deep dive into electricity trading and how electrons are bought and sold to ultimately ensure your lights turn on when you want them to. This week, I’m writing about electric utilities, which you are probably aware of but likely don’t give much thought, as…

Climate Change

9 min read

Understanding Utilities: The monopoly we are okay with, for now
Understanding Utilities: The monopoly we are okay with, for now

May 26, 2021

The most electrifying trade of 2021 (not crypto)

Blog_12 Hey there, and apologies for the month-long hiatus. I took some time to work on a shorter-term opportunity that I’m very excited about but man did I miss writing, so I’m very glad to be back in the saddle. This piece is near and dear to my heart as…

Electricity

9 min read


Apr 22, 2021

Electricity in a decentralization-ascendant world

Blog_11 A very broad theme I have been mulling over for the last 5–6 years is the process of decentralization and atomization of almost everything in the world — societies fragmenting by way of social media, centralized, dependable institutions like the US federal government or the European Union failing in…

Climate Change

9 min read

Electricity in a decentralization-ascendant world
Electricity in a decentralization-ascendant world

Apr 7, 2021

Guide to the Grid: Level 1

Blog_10 There’s a famous essay by David Foster Wallace called This is Water I once gave to a close friend for his college graduation. The essay in its entirety is rather profound, but the opening lines are lighthearted and relate closely to the topic I will cover in this post…

Grid

12 min read

Guide to the Grid: Level 1
Guide to the Grid: Level 1
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