Recent Posts
Social•Feb 13, 2026
LPO Drives U.S. Nuclear Revival at Vogtle, Palisades
🧵 THREAD: LPO & U.S. Nuclear — Vogtle, Palisades, Liftoff Reports, and Reality-Based Finance LPO was designed in 2005 to help commercialize nuclear power. It was at the center of Vogtle, Palisades restart, and the writing of the Nuclear Liftoff Reports
By Jigar Shah
Social•Feb 12, 2026
Utilities Prefer Rate Hikes over Data‑center‑funded Battery Power
Culture change is hard. Utilities like @DukeEnergy would rather raise rates 15% on their ratepayers because they feel forced to pay “$3k/kW” for gas instead of adding 7,200 MWs of batteries paid for by data centers at existing solar sites...
By Jigar Shah
Social•Feb 10, 2026
Few NARUC Experts Trust Off
I surveyed over 100 people with decision making authority at @NARUC on whether a 100% off-grid natural gas anchored solutiosn could provide 99% uptime (not even 99.9999%). What percent of those experts were confident it was possible?
By Jigar Shah