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The IRA proved government can execute. Here's what it actually takes.
Mariana Mazzucato is right about missions. But a beautiful strategy document isn't enough.
2 hrs ago
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Jigar Shah
2
The AI Energy Crisis Is Already Over. Nobody Told the Grid.
Jensen Huang says the multi-GW training campus era is over. The distributed inference revolution that moves compute to the edge changes everything about…
May 10
•
Jigar Shah
50
6
8
The Grid Is at a Crossroads. One Regulator Is Trying to Explain Why It Matters — And the Stakes Just Got Higher.
Co-Location, Curtailment Risk, and the Capacity Market Credibility Trap
May 8
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Jigar Shah
4
We're Running a $1 Trillion Grid at 40% Utilization.
This is what it looks like when the grid finally gets a flexibility layer that works
May 8
•
Jigar Shah
21
2
100% of all Electricity Demand Growth in 2025 came from Solar, Wind, and Nuclear
What 2025's clean electricity milestone means for 2026 — and what has to go right
May 6
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Jigar Shah
20
2
3
China just rewired its grid. Not metaphorically. Literally.
Distributed solar only works if utilities require batteries and integrate them into how they run the grid.
May 5
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Jigar Shah
17
6
6
Mayors Stop With Empty Promises and Start Deploying at Scale
C40 cities just redoubled their promise to cut fossil fuel usage in half by 2030. Here is how they can actually keep that promise — and save money doing…
May 4
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Jigar Shah
7
2
2
Five Million Towers. Four Million Still Running on Diesel. Here's Why — and What's Finally Changing.
The sun was always there. What was missing was the financing, the regulation, and the philanthropic capital to fix the system so private investment…
May 3
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Jigar Shah
14
California's 30% Electric Truck Goal: Why the Math Just Got a Lot Easier
A $300,000 Tesla Semi that pays for itself in 18 months changes everything
May 3
•
Jigar Shah
30
6
6
"Nobody Cared About Deployment"
New Energy Empire Episode: Who is Jigar Shah? (Part 2)
May 1
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Jigar Shah
6
1
37:43
April 2026
Governor Stein Can Require Duke to Build Smarter to Reduce Electricity Bills by 5%
North Carolina is the test case for whether elected officials will lead on energy costs — or let utilities write the story for them
Apr 30
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Jigar Shah
11
1
1
The Last Gas Line: Why Utilities Are Betting on All-Electric Communities
A quiet revolution is reshaping how America builds neighborhoods — and the cheapest infrastructure decision may be the one utilities never make.
Apr 29
•
Jigar Shah
29
3
3
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