Commercial Energy
Energy Procurement Strategy
Sourcing and structuring energy supply to manage cost and risk.
ExplainerJun 20, 2026· 9 min read
Fleet 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.
ExplainerJun 19, 2026· 7 min read
Walmart 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.
ENERGY, BRIEFLY
The week's most important signals in clean-energy infrastructure.