Energy Bad Boys

Eight Slides on the Future of Electricity Prices

Understand tomorrow's rate hikes, today!

Nov 15 • 

Isaac Orr

 and 

Mitch Rolling

76

27

12

Are Chinese Nuclear Plants Cheaper than U.S. Wind and Solar?

Two years on Substack, and can America learn from China's new nuclear plants?

Nov 8 • 

Isaac Orr

 and 

Mitch Rolling

119

54

6

We Found Errors in Lazard's Firming Cost Calculations

And then trolled them about it, professionally

Nov 1 • 

Isaac Orr

 and 

Mitch Rolling

84

24

7

October 2025

The Top Eight Takeaways from the Lawrence Berkeley/Brattle Factors Influencing Electricity Prices Study

You asked, we delivered

Oct 25 • 

Isaac Orr

 and 

Mitch Rolling

73

21

8

More is Less with Wind and Solar

Capacity Values of Wind and Solar Plummet as Penetration Increases

Oct 18 • 

Mitch Rolling

 and 

Isaac Orr

138

156

19

Wind and Solar Get the Stick

Is it an unjustified war on wind and solar, or is Karma a FAFO?

Oct 11 • 

Isaac Orr

 and 

Mitch Rolling

169

30

14

Six Slides From the American Gas Association Winter Heating Outlook

It's a gas, naturally

Oct 4 • 

Isaac Orr

 and 

Mitch Rolling

107

60

12

September 2025

A Quick Note on Horsepower

If you want to appreciate the impact of energy and power in your everyday life, I can’t recommend the book Energy and Civilization by Vaclav Smil highly…

Sep 27 • 

Isaac Orr

110

43

13

Rising Natural Gas Costs Make Wind and Solar More Expensive, Too

The new cost of natural gas plants and how it impacts wind and solar

Sep 20 • 

Isaac Orr

 and 

Mitch Rolling

91

55

8

The Number One Reason Trump's Policies Aren't Driving Up Electricity Prices

Wind and solar advocates look to weaponize rising prices in the midterms

Sep 13 • 

Isaac Orr

 and 

Mitch Rolling

102

33

15

Mitsubishi Heavy Industries to Double Gas Turbine Capacity

Bad-faith arguments for wind, solar, and storage hardest hit

Sep 6 • 

Isaac Orr

 and 

Mitch Rolling

126

67

20

August 2025

Co-benefits, Costs, and Concoctions, Oh My

Co-benefits, costs, and contortions, Oh My.

Aug 30 • 

Isaac Orr

 and 

Mitch Rolling

75

13

3