Pillar overview
Energy Production
The supply side. Manufactured energy on falling cost curves, extractive energy on rising ones, and the crossover thresholds that pace the rest of the program.
Sectors in this pillar · 11
Where the work shows up.
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Coal
The first fossil fuel and the steepest decline curve in OECD energy. Remaining global capacity, the China consumption inflection, and the transition economics for coal-dependent regions.
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Data Centers
The demand-side shock. Hyperscaler buildout, power purchase agreements, behind-the-meter generation, and the cooling and water footprint of AI infrastructure.
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Fusion
Post-ignition commercial fusion. Commonwealth Fusion Systems, Helion, and Zap racing to translate the 2022 NIF breakeven into a manufactured power plant.
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Geothermal
Enhanced geothermal systems using fracking-derived drilling to extract heat from hot rock anywhere on the planet. Fervo, Quaise, and the closed-loop reactors turning the oil and gas tool kit into firm clean power.
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Natural Gas
Domestic pipeline gas, LNG export terminals, and the methane powering nearly half of US electricity generation. The bridge fuel whose role narrows as manufactured energy scales.
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Nuclear Fission
Gigawatt-scale plants and the new generation of small modular and microreactors designed for factory production. Radiant, Oklo, Aalo Atomics, and the hyperscaler offtake agreements pulling the supply chain back into existence.
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Oil
Crude extraction, refining, and the global liquid fuels market that still moves civilization. The cost curves, geopolitical exposure, and demand trajectory of the largest extractive energy system on Earth.
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Solar
Photovoltaic panels riding Wright's law down the steepest learning curve in energy history — now the cheapest new generation in nearly every major market.
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Energy Storage
Lithium-ion at grid scale, iron-air for long-duration backup, and thermal batteries for industrial heat. Form Energy, Antora, and the chemistries that make intermittent generation usable around the clock.
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The Grid
Transmission, distribution, and interconnection — the wires and software that move electrons from where they're generated to where they're needed.
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Wind
Onshore and offshore turbines — the second-cheapest source of new generation and the largest installed clean capacity in markets like Texas.
Energy Production dispatch
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