Commercial Case
Why build it, will it pay, can it be built fast?Demand & Market Signal
4 of 4Is the data-center load wave real, and who serves it?
AI Compute-Load Growth - Physical and Economic Reality
Sizes the AI data-center electricity demand wave and shows it is large and real enough to anchor dedicated new generation.
US and California IPP and EPC Market for Gas and BTM Data-Center Power
Maps who builds and finances gas and behind-the-meter data-center power across the US and California, and how deep that bench is.
Will Hyperscalers Offtake Gas-Fired Power in California
Tests whether hyperscalers would actually sign long-term offtake for California gas power, the linchpin risk for the BYOG thesis.
Merchant Gas Plant Economics in CAISO Under the Duck Curve
Models whether a merchant gas plant can earn enough in CAISO given solar's midday 'duck curve' price collapse.
Deal Structure & Bankability
4 of 4How does a project get structured and financed?
Merchant Gas-to-Data-Center Power Project Finance in California
Lays out how a California merchant gas-to-data-center plant could be capitalized and what lenders would require.
Benchmarking US Gas CCGT IPP JV and EPC Deals
Benchmarks real US gas combined-cycle JV and EPC deals to set market terms for pricing and structuring a new project.
JV Structures and Terms for US Gas and Combined-Cycle Projects
Compares joint-venture structures and key terms used in US gas and combined-cycle projects to guide deal design.
Bankability of JV IPPs and EPCs in US Power Generation
Assesses what makes a US power-generation JV between an IPP and EPC bankable to lenders and investors.
Technology & Deployment Speed
7 of 7What can be built, and how fast?
Fast-Deployable Generation Technologies on Compressed Timelines
Surveys generation technologies that can be deployed fast on compressed timelines to meet urgent data-center load.
Generation Technologies on a Mobilization Timeline
Ranks generation options by how quickly they can be stood up under a wartime-style mobilization schedule.
Carbon Capture, Utilization, and Sequestration Technologies
Reviews carbon capture, utilization, and sequestration options and their readiness for gas generation.
California Researchers in Carbon-Capture Chemistry
NewSurveys the California academic groups — UC Berkeley, Stanford, Caltech — developing next-generation carbon-capture materials and chemistry.
Global Leaders in Carbon-Capture Chemistry
NewSurveys the world's leading carbon-cycle scientists and capture chemists shaping the global emissions-reduction research agenda.
Israeli Researchers in Carbon-Capture Chemistry
NewSurveys Israeli academic and startup groups translating carbon-capture and CO2-utilization chemistry into patented, commercializable technology.
Products from Captured CO2 at Commercial Scale
NewFinds only concrete mineralization and merchant CO2/urea sales can absorb a gas plant's captured CO2 without deep subsidy — every other utilization pathway is energy-constrained or subsidy-dependent.
California Ground Truth
Can we actually build and sell it here — and survive challenge?CA Feasibility, Permitting & Litigation Risk
7 of 7Can it survive California's permitting and courts?
Structuring a New Merchant Gas Plant in California - Build-Order Legal Map
Sequences the legal steps and approvals, in order, to structure and build a new California merchant gas plant.
Regulatory Roadmap - New California Gas Plant (Imperial vs Riverside)
Compares the permitting path for a new California gas plant in Imperial versus Riverside counties.
California as Litigation Adversary - Energy and Data Centers
Profiles how California uses litigation against energy and data-center projects, and the exposure that creates.
California Air Permitting and Emission Offsets for Thermal Generation
Explains California's air-permitting regime and the emission-offset requirements that thermal generation must clear.
Can a New California Gas Plant Be Reliably Fueled - Fuel-Supply Risk
Examines whether a new California gas plant could secure reliable fuel supply, a make-or-break feasibility risk.
Why California Gas Plants Die at the Siting Stage
Diagnoses why proposed California gas plants fail at siting, and what would have to change to get one approved.
Cooling-Water Rights for Greenfield Gas Generation in California
Analyzes whether a greenfield California gas plant could secure the water rights needed for cooling.
Grid, Interconnection & Behind-the-Meter
1 of 1Where is the legal line that the BYOG thesis turns on?
Federal Levers
How can Washington accelerate or override the state?Federal Levers & Preemption
5 of 5What federal tools can accelerate or preempt the state?
Executive Order 14318 - Federal Permitting of Data Centers
Breaks down Executive Order 14318 and how it could fast-track federal permitting of data centers.
Federal Preemption of State Energy Law
Assesses when federal law can preempt California's energy rules and override state-level obstacles.
Federal Land, Property Clause, and Eminent Domain in California
Explores using federal land, the Property Clause, and eminent domain to site energy projects in California.
Defense Production Act as a Vehicle for Energy Intervention
Evaluates the Defense Production Act as a federal lever to compel or accelerate energy buildout.
Constitutional Law of War and Emergency Powers
Outlines the constitutional war and emergency powers that could authorize extraordinary federal energy action.
Precedent
What does the playbook from history teach?Historical Mobilization Precedent
2 of 2What does past industrial mobilization teach?
Architecture of Crisis - US Industrial Mobilization
Draws the playbook from past US industrial mobilizations for rapidly standing up critical capacity.
Profiting When Washington Invokes Extraordinary Powers
Looks at how private firms have profited when Washington invoked extraordinary powers, and the precedent for today.