The American energy build, decoded for practitioners. Solar, nuclear, gas, storage, transmission — every tool for the right job at the right timeline.
Every serious operator in America uses the full energy stack. Solar for fixed industrial loads on a 30-year timeline. Gas turbines for utility-scale generation. Nuclear power purchase agreements for AI data-center baseload. Mobile turbines when the job is one gigawatt in thirty days. This division tracks how the field actually works when someone has to build something.
The Institute's anchor pieces on the American energy build.
Proven reserves for 41 countries, OPEC+ production and spare capacity, rig counts, inventories and the Strategic Petroleum Reserve — in plain English, in sortable tables, every figure carrying the date it was measured.
Open the reference → Thesis PieceThe Institute's non-ideological framework for energy. Every tool for the right job. The Musk-APR acquisition tells the whole story.
Read the thesis → Flagship Working Paper · 42 ppHow to scale American solar — five moves, one product, and the constraint nobody legislates. The five-move policy walk.
Read the paper → Living Reference47 projects, ~12 GW. Every data-center-adjacent and hyperscaler-offtake solar project the Institute tracks. Developer, MW, offtaker, interconnect status.
Read the tracker → Equity Case StudyButler Works and the transformer supply-chain bottleneck. Move 4 of the Deployment Plan in equity-thesis form. Grain-oriented electrical steel.
Read the case → Policy Discussions HubThe Institute's policy-format writing on energy. Working papers, executive summaries, and companion analyses in editorial review.
Browse the hub → Cross-DivisionThe Berkshire Hathaway Energy acquisition record: MidAmerican, PacifiCorp, NV Energy. The largest single earnings line at Berkshire. Coal, gas, hydro, wind, solar all at once.
Explore acquisitions →Four living ledgers, each sortable, each figure carrying the date it was measured rather than only the date the page was published.
All 41 countries the OPEC statistical bulletin itemises, ranked, with share of world total and reserve life computed two ways — at what each country actually pumps and at what it could pump.
Open the ledger → LedgerEvery OPEC+ member's output against its implied target and its sustainable capacity, plus United States production. Effective spare capacity is the most important number in oil and the least often quoted.
Open the ledger → LedgerThe Baker Hughes count for the United States week by week and the worldwide monthly average — and why a four-year-high crude price has moved American drilling so little.
Open the ledger → LedgerCommercial crude above its five-year average in the same week the Strategic Petroleum Reserve reads its lowest since November 1982. The two facts are causally linked, and the link is the finding.
Open the ledger →The commentary class treats energy as a values statement. The field treats it as a build problem. The Institute's Energy Division is written for the field — the practitioner who has to pick the tool that clears the timeline and the economics on a specific project, not the analyst who has to defend an ideological position.
The winning operators are the ones who use the full stack correctly. The losing operators are the ones who pick tools for narrative reasons and get outbid on capacity by whoever cleared the queue first.
The Baratelli Institute is a publisher operating under the Lowe v. SEC publisher exception. Nothing on this page is investment advice, legal advice, or a recommendation to buy, sell, develop, or finance any specific project or security. Every quantitative reference traces to a filed SEC document, publicly-reported transaction disclosure, or industry-standard practitioner benchmark. Independent editorial analysis. © 2026 The Baratelli Institute.