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AI Data Centers, Power & FERC: Why 2026 Will Reshape Energy Markets

AI Data Centers, Power & FERC: Why 2026 Will Reshape Energy Markets

by Emily Brown Easley | Jan 12, 2026 | AI, Energy

By Emily Easley, Founder, NOVUS Energy Advisors AI data centers and hyperscale computing are transforming U.S. power markets. Regulators at FERC and ERCOT are debating whether large loads should self-supply electricity, bypass utilities, and build private energy...
Breakthrough 2026: Reliability Wins and So Do the Landowners Who Structure for the Long Term

Breakthrough 2026: Reliability Wins and So Do the Landowners Who Structure for the Long Term

by Emily Brown Easley | Dec 21, 2025 | AI, Market Insights, Uncategorized

In the early days of oil discovery, the first money went to those who drilled first. Wells came in, production followed, and checks started flowing. But the fortunes that lasted—the ones that built family offices and generational wealth—came from a different instinct....
Fermi’s IPO Shows How AI Is Rewiring America’s Energy Markets

Fermi’s IPO Shows How AI Is Rewiring America’s Energy Markets

by Emily Brown Easley | Oct 15, 2025 | AI, Energy, Energy Policy

By Emily Brown Easley Rick Perry’s Fermi America rang the Nasdaq bell last week and for Wall Street, it wasn’t just another IPO — it was a $682 million bet ($692 million effective stock price) on an AI-powered energy infrastructure company. Fermi calls itself a REIT...
America’s New Power Barons: How Data Centers and IPPs Are Rewriting the Grid

America’s New Power Barons: How Data Centers and IPPs Are Rewriting the Grid

by Emily Brown Easley | Aug 18, 2025 | AI, Legislation

The Treasury Department issued its guidance today, reconciling the Senate’s BBB reconciliation bill with President Trump’s July Executive Order.  The rules arrived softer than feared—not because regulators blinked, but because the real power now resides in...

Recent Posts

  • Land First, Megawatts Second: Why the Real AI Power Play Starts on the Ground
  • AI Data Centers, Power & FERC: Why 2026 Will Reshape Energy Markets
  • Breakthrough 2026: Reliability Wins and So Do the Landowners Who Structure for the Long Term
  • Fermi’s IPO Shows How AI Is Rewiring America’s Energy Markets
  • America’s New Power Barons: How Data Centers and IPPs Are Rewriting the Grid

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