Recent Writing

The retro terminal era of this website — VAGABOND.EXE
Energy April 2026

Design Principles for Energy Data Products

If a chart does not tell me what it is about in 10 seconds, it has failed. A set of design principles for energy data products — on restraint, clarity, and letting data be the hero.

Iran Conflict and Global Energy Markets
Energy Markets March 2026

How the Iran Conflict Affects the Global Energy Markets

The Iran conflict erased the 2026 LNG surplus in seven days, exposing the structural fragility of Gulf energy dependence - and why the energy security case for distributed generation has never been stronger.

ERCOT Battery Monitor 2024
Energy Markets November 2024

ERCOT Battery Monitor 2024: Market Analysis and Revenue Trends

The ERCOT energy storage market has experienced significant transformation in 2024, with revenue dropping from $18/kW-month to $7/kW-month. This analysis examines the key trends and their implications for battery storage operators.

Books 2024
Books February 2025

Top Books I Read in 2024

A curated list of the best books I read in 2024 - from ultramarathon adventures to Cold War espionage and cozy bookshop stories.

Data Spotlight

ERCOT Price Data Visualization

ERCOT Market Performance

Interactive visualizations of energy market data, battery storage metrics, and revenue analysis across the Texas grid.

Explore Dashboard

Latest Updates