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 | 32 | Subscribers | Read | avanzaenergy.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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
Inside SwRI’s STEP Demo: When Supercritical CO₂ Stops Being Theory
Southwest Research Institute’s San Antonio campus, home to the 15-acre STEP Demo facility where supercritical CO₂ turbomachinery achieved grid-synchronized 4MW power delivery in 2024. Image courtesy Southwest Research Institute.
From $1.5 Billion Valuation to $201,980: When Investor Validation Isn't Market Validation
Moxion Power raised $110M from Amazon and Microsoft, landed a 600-unit order from Sunbelt Rentals, and hired 400 employees. Then suddenly collapsed.
Strategic Positioning in the New Gas Price Era
Regional opportunities and development priorities in a structurally higher price environment
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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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