Archive - Distilled

Data Centers Are Pushing Arizona's Grid to a Breaking Point

Power demand is rising faster in Arizona than almost anywhere in the country

Jan 14 • Michael Thomas

Clean Energy Keeps Growing In China

As the US pulls back its clean energy investments, China is doubling down

Jan 12 • Michael Thomas

AI Is Coming for High Income Earners First

A recent study shows that upper middle class jobs are at the highest risk of displacement

Jan 9 • Michael Thomas

The US Power Grid Had A Dirty Year in 2025

Electricity emissions rose in 2025 for the second straight year as coal-fired electricity generation rose 12% and electricity demand outpaced renewable…

Jan 6 • Michael Thomas

December 2025

An Annual Update and What You Can Expect From This Newsletter Going Forward

Reflecting on some of 2025's highlights and why I am going to write about more topics in 2026

Dec 31, 2025 • Michael Thomas

The Man Who Killed Offshore Wind, Ford's Pivot Away From EVs, and Jet Engine-Powered GPUs

Here are some trends that I'm following

Dec 17, 2025 • Michael Thomas

What Happens When NIMBYism and AI Collide?

America is on a bad trajectory with an inevitable destination: higher electricity prices

Dec 11, 2025 • Michael Thomas

America is Losing Power Projects When It Needs Them Most

Developers have cancelled 1,891 power projects this year with a combined capacity of 266 GW, with clean energy accounting for 93% of cancellations.

Dec 9, 2025 • Michael Thomas

OpenAI's Zero-Carbon Loophole, Billionaire Political Donations, and AI's 97% Cost Decline

Here are some trends that I'm following

Dec 8, 2025 • Michael Thomas

Why Canada Wants New Oil Pipelines, the Return of Gas Power, and a New Plan to Build Housing

Here are some trends that I'm following

Dec 2, 2025 • Michael Thomas

November 2025

An Argument for Free Buses, AI's Bad Week, and the Beginning of the End for Gas Cars

Here are some trends that I'm following

Nov 24, 2025 • Michael Thomas

A Global EV Boom, America’s Distributed Energy Moment, and Wall Street’s Data Center Jitters

Here are some trends that I'm following

Nov 17, 2025 • Michael Thomas

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