Dispatch
Issue 001 — Dropping Q2 2026 — Founding Cohort Open
GRID SECTOR 7ACONTROL NODEPIPELINE CORRIDOR 3

"The energy briefing that arrives before the market opens."

Signal,
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Pipeline politics. Grid failures. Rare earth bottlenecks. Carbon credit arbitrage. Weekly long-form dispatches written for the people who actually move megawatts.

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§ 001
The Problem
Theenergynewscycleisbroken.Algorithmicallyoptimisedforclicks,notdecisions.ContradictorybyTuesday,retractedbyThursday.Thepeoplewhohedgefuelcontractsandscanregulatoryshiftsbeforeearningscallsdeservebetterintelligence.

"We're not building another aggregator. We're writing the briefing we needed when we were inside the room — and couldn't find it anywhere."

The Editors, Dispatch
§ 002
Proof of Work
D

The editors have spent a combined 14 years inside the room.

POWER TRADING · ISO/RTO OPERATIONS · POLICY COUNSEL

14 years

Inside power trading desks at two of the five largest US utilities

3 inflection points

Called the 2021 Texas freeze, the 2022 European gas crisis, and the 2024 lithium correction — in print, before they moved

Named sources

Active relationships across FERC, ISO/RTO operations, and independent power producers in 12 markets

From the archive

3 of 12 previews
Vol. 001GRID / NORTH AMERICA
Feb 17, 2026

The Texas Grid Is Not Fixed: What ERCOT's Capacity Auction Results Actually Mean for Winter Hedging

Three years after Uri, the same structural vulnerabilities persist beneath a layer of regulatory theatre. The capacity payments look reassuring until you model the actual dispatch stack — at which point the numbers tell a different story entirely. Our analysis of the Q4 auction results reveals █████████ ████████ ██████ ██████████ ███████ ████████████ █████
Full dispatch available to subscribers
Vol. 002SUPPLY CHAIN / RENEWABLES
Feb 24, 2026

Rare Earth Bottlenecks Are Repricing Wind Contracts: The Supply Chain Nobody Is Modeling Correctly

Neodymium prices have moved 34% in six weeks. The turbine OEMs know it. The project finance desks are beginning to understand it. But the PPA negotiators signing 20-year contracts this quarter are operating on assumptions that were already outdated in █████████ ████████ ██████ ██████████ ███████ ████████████ █████
Full dispatch available to subscribers
Vol. 003CARBON / POLICY
Mar 03, 2026

Carbon Credit Arbitrage: How European Compliance Buyers Are Quietly Cornering the Voluntary Market

The spread between Article 6 credits and Gold Standard voluntary offsets has compressed to historic lows. This is not convergence — it is accumulation. The compliance buyers entering the voluntary market are not doing so for ESG optics. They are positioning for █████████ ████████ ██████ ██████████ ███████ ████████████ █████
Full dispatch available to subscribers
§ 003
Reserve Your Seat

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§ 004
Read Before You Commit

From the people
already inside.

"I've been in power trading for eleven years. This is the first briefing I've read from the first line to the last."

Marcus T.

Head of Origination, Southeast Utility

Power Generation

"The ERCOT capacity auction analysis in Vol. 001 was the clearest take I read — and I read everything."

Priya N.

Independent Power Producer, MISO Region

Renewables

"We forwarded the rare earth dispatch to our entire project finance team. That's the highest compliment I know how to give."

Callum R.

Director, Energy Infrastructure Finance

Policy / Finance

"Signal-to-noise ratio is off the charts. I cancelled two other subscriptions the day I read the carbon credit piece."

Danielle O.

Climate Policy Analyst, Federal Advisory Role

Policy / Finance
SAMPLEDispatch Vol. 001 · 14pp

The Texas Grid Is Not Fixed

PAGES 6–14 REDACTED

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