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Commercial Energy
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3 articles
Commercial Energy
The utility bill is not the energy strategy. It is the starting point.
New Jersey just moved to tighten oversight of data-center-driven tariff changes, while a Washington Post op-ed argued rising demand doesn't have to mean rising bills. Both are right — and both miss where the real cost-shifting happens.
Jul 2, 2026 · 8 min read
Commercial EnergyFleet electrification is moving faster than public charging. Plan around dwell time, not charger count.
Deal-making in fleet and EV infrastructure is accelerating even as states leave federal charging money unused. For fleet operators, that gap is a reason to plan around a facility's own dwell time and load profile, not wait on public infrastructure.
Jun 20, 2026 · 9 min read
Commercial EnergyWalmart just signed a 176 MW nuclear PPA. The real lesson isn't the scale — it's the strategy.
Walmart's 176 MW nuclear PPA with Constellation isn't a template most commercial buyers can copy. The portfolio-level procurement logic behind it is.
Jun 19, 2026 · 7 min read
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