John Ketchum

29Jan

Gigawatts Hiding in Plain Sight

Where is the U.S. going to get the power needed to meet surging demand? It’s a question that has become a day-one issue for the Trump administration and the AI economic engine. Just how much power are we talking and how fast? A recent forecast sees U.S. electricity demand rising 128 gigawatts (GW) over just […]
16Oct

We’re Going to Need a Bigger Boat

Every month, projections on just how much and how fast U.S. electricity demand is growing keep rising. As those projections soar, the arithmetic of the energy transition is being rewritten in real time. There’s the unforgettable line in Jaws, when the chief of police, Martin Brody, sees the shark for the first time. Stunned, he […]