Market Intelligence

Strategic analysis on land, power, and industrial infrastructure.

A collection of unvarnished intelligence for the energy-compute convergence. Access the full archive of articles, field reports, and executive interviews.

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Power Markets
Jan 20, 202612 min

Data Center Tiers: Strategic Implications for Infrastructure

Executive analysis of Tier III vs. Tier IV data center specifications and their impact on land and power requirements.

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Regulatory Alpha
Jan 15, 20268 min

Incentive Sovereignty: HB 591 and the Future of Flaring

How Texas HB 591 is creating a new class of regulatory alpha for stranded gas compute loads.

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Archive Intelligence

GIS Strategy
Jan 10, 202610 min

Unlocking Power: GIS as a Decision Support Tool

Why static maps are a legacy liability. Using real-time GIS to validate interconnection feasibility.

Full Report
Compute Strategy
Jan 05, 202615 min

Hashing or Plugging? The Orphan Well Dilemma

A probabilistic analysis of repurposing orphan well infrastructure for productive compute loads.

Full Report

Interviews & Appearances

YouTube Interview

Powering the Future: Navigating a Dynamic Texas Energy Landscape

Discussion on the evolution of the ERCOT market and the role of Bitcoin mining in grid stability.

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YouTube Interview

eBizChat 35: Jonathan Kohn on Bitcoin

Analyzing the intersection of energy companies and Bitcoin mining diversification.

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YouTube Interview

The Jonathan Kohn Story: Energy Sector Evolution

From landman professional to BitPetro founder: a case study in infrastructure orchestration.

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YouTube Interview

Bitcoin Mining with Flare Gas: Technical Deep Dive

Exploring the innovative use of stranded gas for on-site power generation.

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YouTube Interview

Incentive Sovereignty: HB 591 Strategy

Strategic analysis of severance tax exemptions and regulatory alpha for compute loads.

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YouTube Interview

HDC Education & Industry Synergy

The role of independent decision support in the energy-compute convergence.

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