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Notes from the build.

Long-form pieces from the Felixfusion team. Operator-grade analysis on the energy decisions that move the most capital.

Hyperscaler PPAs, BESS revenue stacks, and the queue mechanics shaping where the next 30 GW of compute lands.

Two hundred and thirty-three gigawatts of intent. Roughly thirty are credible by 2028. The procurement consequences.

What the Uyghur Forced Labor Prevention Act enforcement update means for utility-scale BESS sourcing in 2026.

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First posts publish in 2026.

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