By Paul Sankey
Published on August 17, 2025 at 5:38 PM
Greetings, Alaska? No I am off to Colorado, first thing tomorrow, Monday. This year is the 30th anniversary of the Enercom conference in Denver. This is a more small cap conference with the interesting twist of being free to attend for registered investment professionals. And indeed, I am still registered, to Series 24 level, no less. Reminder: Drinks September 2nd in Midtown around Barcap conference 5pm. So for me, a bit of an old school …
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By Paul Sankey
Published on July 19, 2025 at 7:50 PM
On Tuesday of this week (July 22nd 2025), the highly anticipated results of the capacity auction for the largest regulated publicly traded electricity market in the world, the PJM (Pennsylvania, New Jersey, Maryland) power system will be announced. PJM serves 65 million people with approximately 185 GW of installed capacity and a peak demand of around 153 GW, but more crucially, is the largest data center market in the world. “Think Pentagon” as we say …
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By Paul Sankey
Published on July 14, 2024 at 10:35 AM
Greetings from Reykjavik, Iceland. It’s a geologist’s dream, this place. Did I miss any news? ~ Well, for sure I will remember where I was when Donald Trump got shot. With all the coverage, I will spare you too many more yards of jabbering regarding this drama – there are many more yards to come. “Where were you when… ?” In 2002 I was in Reykjavik for England vs Denmark in the World Cup, we …
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