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The BrightVolt Take: Gas Is Winning Behind the Meter

The BrightVolt Take: Gas Is Winning Behind the Meter

Oct 22, 2026 | Policy & Regulations, Renewable Energy, Smartgrids

Behind the meter, gas is winning the AI power race. The US grid will add a record 86 GW of capacity in 2026, and only 6.3 GW of it is natural gas — a result we read as gas losing back in August. That reading was right about the grid. It missed a second power system...
The BrightVolt Take: China Is Building the Electric Mine

The BrightVolt Take: China Is Building the Electric Mine

Oct 22, 2026 | Electric Vehicles, Policy & Regulations, Trucks

The hardest vehicles in the world to electrify are already going electric — and a growing share of them are being built in China. This week Fortescue shipped its first battery-electric loaders, dozers, graders and water trucks into Western Australia’s Pilbara,...