
Five weeks into the biggest oil supply shock in recorded history, the story is no longer whether energy volatility reaches the property line. It already has. Catch up on the electrification news of th... ...more
EV Market Signals ,EV Charging in Real Places Data Center Demand and Innovation Solar, Storage and VPPs Local Governance and Federal Policy Grid Stress, Storms and Resilience Economics Policy and Market Rules &Electrification Economics at the Property Level
April 01, 2026•19 min read
ChargePoint's market cap fell from $8 billion to $146 million. The U.S. public EV charging network has no master plan, and the financial fragility of its major operators is now a direct risk for prope... ...more
EV Charging in Real Places
March 31, 2026•7 min read

U.S. consumer EV market share fell to 5.7% in Q4 2025 after tax credits expired. But fleet electrification is on a separate trajectory — and that split changes how to underwrite charging infrastructur... ...more
EV Market Signals
March 25, 2026•5 min read

As distributed energy assets multiply across commercial sites, the real challenge isn't deployment — it's what happens after commissioning. Maintenance, record keeping and field-ops discipline are now... ...more
Charging Tech & Innovation ,Company News Microgrids Fleets and Trucking &Grid Stress, Storms and Resilience Economics
March 25, 2026•8 min read

Rising grid stress, PJM capacity cost shocks, data center load risks, and the shift to battery storage and VPPs are reshaping CRE strategy in 2026. Here's what owners need to know. ...more
EV Market Signals ,EV Charging in Real Places Data Center Demand and Innovation Solar, Storage and VPPs Local Governance and Federal Policy Grid Stress, Storms and Resilience Economics Policy and Market Rules &Electrification Economics at the Property Level
March 24, 2026•14 min read
Cheap energy matters, but useful energy matters more. As storage spreads, solar value is defined not just by generation volume, but by timing, cost avoidance, and site flexibility. Storage is transfor... ...more
Energy & Solar Integration ,Solar, Storage and VPPs &Microgrids
March 18, 2026•5 min read