Here’s my first prediction for 2026: Yeaup, it’s that time of year again, Turkey, holiday decorations, and prognostications.

I’ve done the math, mostly in my head, but sober, and my mental models suggest that the demand for power generation, transmission, and transformation is so ungodly huge, that renewables make the biggest comeback since the second half of Super Bowl LI. You look skeptical.

Ok, if you want to purchase a gas turbine, the lead time is one to seven years. And what do you suppose it costs to lease a gas turbine? Yeah I have no idea either, but if the stock price of GE Veranova is a leading indicator, biz-ness-is-a-boomin! But you know what’s relatively cheap, and can be constructed co-located next to your datacenter in ~18 months? Rhymes with polar. Now all you need is to buy a few power distribution transformers, oops, wait time on those is…you don’t want to know.

My point is that if you’re eating french fries, and a bottle of Heinz costs nine skillion dollars and a bottle of Hunt’s costs a nickel, you make do with what you got. (Note: Don’t you ever serve me Hunt’s. I will come at you like a spider monkey)

What the hell was I talking about? Oh yea, ESG is making a comeback because of Datacenters. Crazy right!? I think Alanis Morrisette wrote a song about this on her second album Jagged Little Pill, which, for my money, is one of the top ten albums of all time. Laugh at me if you want, but there’s not one bad song on that album.

That is all.