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.
The 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 →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.
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