This was a fun podcast, and we covered a lot, including Bloom Energy and Neil’s Substack, The AI Grid Report. We highly recommend subscribing. In this episode of the Energy Newsbeat Podcast, host Stu Turley sits down with Neil Winward, founder of Dakota Ridge Capital and author of the AI Grid Report Substack, to explore […]
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An Energy News Beat Channel Analysis Elon Musk’s two flagship companies have moved from informal collaboration into formal merger exploration. On October 20, 2026, during SpaceX’s Q3 earnings call, Musk confirmed that special committees of independent directors have been formed at both SpaceX and Tesla at the request of shareholders to evaluate a combination.Ars Technica […]
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Elon Musk confirmed on August 29 that SpaceX is bringing the hardest part of the gas-turbine supply chain in-house: casting hot-section blades and vanes at a new foundry in Bastrop, Texas. He called the move “a profound game-changer” because those parts—not the rest of the machine—are what now set the pace of new natural-gas generation […]
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