Energy Industry Insights from Avanza Energy
Christopher JohnsonStrategic energy industry analytics helping company leaders, investors, and project developers navigate the energy transition through data-driven insights on EVs, data centers, and grid modernization.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 35 | Subscribers | Read | avanzaenergy.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The $210 Million Carbon Arbitrage: Why Every Serious AI Data Center Is Being Built in Texas
The patchwork of carbon pricing rules — from Texas to the EU — has become one of the most consequential and least-discussed siting variables in AI infrastructure development.
The Solar “Cost Shift” Myth: How Utilities Invented a $10 Billion Lie
California’s rooftop solar customers subsidize non-solar customers by $1.5 billion—the exact opposite of what utilities claim. Here’s how the myth was manufactured and why it matters.
The $100 Million Asset That Was Sitting Idle—Until Data Centers Figured Out How to Turn Backup Generators Into Power Plants
Behind-the-meter generation already runs 8,000 hours a year. Now waste heat recovery is eliminating electric cooling bills entirely—and NVIDIA just made the economics unavoidable
The $350 Million Shortcut: Why Data Centers Are Ditching the Grid Instead of Waiting 7 Years for Power
Insights from PowerGen 2026 confirm the structural shift: utilities can't deliver megawatts fast enough, so hyperscalers are building their own power plants instead
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Authors
The writers behind this newsletter.
Christopher Johnson scales mission driven tech companies. With 20+ years leading software and hardware firms and a physics background, he excels at execution while building high-performing teams. 8+ years executive leadership in energy industry.
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