THE POWER BILLan Orrerie publication · Technical & techno-economic research on the cost and generation of power
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Briefing
CAL-0001 · 2026-06-12 · ~7 pp

The Power Bill Briefing — June 2026

Capacity scarcity, the turbine famine, and who actually owns the AI-power trade
Also: PDF
Flagship
CAL-0004 · 2026-06-12 · ~9 pp

AI Power Demand and the US Generation Build-Out

How much load is real, what is being built to serve it, and who pays
Also: PDF