Michael A. Dunn
Clean Energy, Grid Resilience & National Security
Energy transitions succeed or fail based on how clearly institutions respond to emerging signals, not just how fast technologies improve. I work at the intersection of energy markets, policy, and strategy, focused on moments of structural change where incentives, standards, and security considerations determine whether new energy technologies scale or stall.
Published Analysis & Insight
Sharing the AI Load
Project Vanguard Podcast
Project Vanguard Podcast
Expanding Distributed Energy Market Participation Beyond Homeowners
Rewiring America proposes that near-term energy demand driven by AI growth could be met by hyperscalers subsidizing distributed home energy generation; my analysis builds on this premise by examining its structural limits – especially for non-homeowners and lower-income households who are most likely to be excluded.
Project Vanguard Podcast
Project Vanguard Podcast
Project Vanguard Podcast
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Qcells 2026 Preview
Project Vanguard Podcast
Qcells 2026 Preview
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What i've been consuming
Abundance (by Ezra Klein & Derek Thompson)
A timely look inward, arguing that the energy transition won’t be won by better ideas or incentives, but by restoring our ability to build clean energy fast and at scale—alongside a broader critique of the systems that prevent us from doing so
Open Circuit (hosted by Jigar Shah, Stephen Lacey, and Caroline Golin)
The Real Reason Electricity Prices are Rising
A critical look at what’s really driving electricity prices and why AI isn't the culprit (yet)
Startup Emerges From Stealth Aiming to Beam Solar Energy From Space (by Katie Brigham - Heatmap)
Overview Energy is betting that laser-beaming satellites can turn solar into firm, 24/7 power by shifting energy across time zones and delivering electricity wherever demand is highest.
Dissolving the fence (by Ariel Coreth, Ben Byboth, and Travis Nels)
This report examines utility privatization as a strategy to improve power resilience and energy security at military installations by shifting reliability and infrastructure responsibility to regulated utilities.
Affiliations
