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 | 40 | Subscribers | Read | avanzaenergy.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
1 Million Balcony Solar Panels, Zero Incidents, and the Utilities Fighting to Stop Them
Germany proved the technology is safe at scale. Three states have enacted laws, five have passed both chambers, and utilities are pulling every lever they have to slow them down.
Record Demand, Declining Construction: The Grid Bottleneck Reshaping America’s Data Center Map
The U.S. data center industry just posted its first construction decline since 2020 — not because demand faltered, but because the grid finally said no.
I Audited 6 Hydrogen Vendor Claims. Three Are False, One Exceeds the Laws of Thermodynamics.
A vendor pitched hydrogen as the answer to industrial power. We investigated every claim — and the results were more complicated than either believers or dismissers expect.
Seven Tech Giants Signed a Pledge to Protect You From Higher Electric Bills. It Will Do the Opposite.
Seven hyperscalers signed a voluntary pledge to protect American ratepayers. The mechanism they endorsed drives higher residential electricity costs.
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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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