Michael A. Dunn
Clean Energy, Grid Resilience & National Security
Michael A. Dunn
Clean Energy, Grid Resilience & National Security
The energy transition will succeed or fail based on how effectively institutions respond to emerging signals, not just how quickly technologies improve. I work at the intersection of energy markets, policy, and strategy, focused on helping advanced energy technologies scale by aligning incentives, standards, and security considerations with public and private partners that drive system-level change.
Published Analysis & Insight
Sharing the AI Load
Qcells 2026 Solar Outlook
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
Qcells 2026 Solar Outlook
Project Vanguard Podcast
Trusting the Process
I joined the Project Vanguard Podcast for a conversation with Kevin Doffing, CEO of Project Vanguard, to discuss my path into clean energy, lessons learned along the way, and best practices for veterans looking to enter or grow within the sector. A candid and fun discussion focused on translating military experience into impact across the clean energy economy.
Qcells 2026 Solar Outlook
Qcells 2026 Solar Outlook
Qcells 2026 Solar Outlook
State of the US Clean Energy Industry
My team authored the 2026 Qcells Outlook, a forward-looking assessment of the structural forces shaping the U.S. solar market. It provides context on how market dynamics, policy uncertainty, and supply chain shifts are converging to inform future development and investment strategy. The outlook is designed to help stakeholders plan with greater confidence.
What’s piqued my interest lately
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
