Catherine Boudreau

Senior reporter @_LatitudeMedia, covering the energy transition. Formerly @businessinsider @politico. Vermonter at heart.

DM for Signal.

[Catherine Boudreau @ceboudreau]

@natsfert I’m sure you’ll land somewhere great soon, and in the meantime, I hope you can enjoy a much-deserved break the flexibility in the freelance life.

[Catherine Boudreau @ceboudreau]

@JoeSquawk @Skyhighwarrior @SquawkCNBC @andrewrsorkin @TimMLatimer Just following the science 😉

[Catherine Boudreau @ceboudreau]

On @SquawkCNBC

@andrewrsorkin: Is some of your customer demand related to climate?

Fervo CEO @TimMLatimer: I think it is.

@JoeSquawk: That's too bad.

Latimer: We have a technology that stands on its own economics. The fact that it can address climate change is a bonus.

[Catherine Boudreau @ceboudreau]

@Skyhighwarrior @JoeSquawk @SquawkCNBC @andrewrsorkin @TimMLatimer You're right! Except that the pace of warming is unprecedented since we started burning so much coal, oil, and gas. https://t.co/SqvJxRrsSp

[Catherine Boudreau @ceboudreau]

Geothermal developer @fervoenergy raised $1.9B in its IPO.

SVP Sarah Jewett said helping solve climate change is why many employees go to work every day.

Read about Fervo's deal w/ @Google & plans to get costs down ~$3,000/kWh: https://t.co/0u99VrAe1C @_LatitudeMedia

[Nicolas Fulghum @nicolasfulghum]

NEW US electricity data ⚡️

In March, renewables produced more than a third of US electricity for the first time ever, even overtaking gas generation!

Wind and solar combined reached over a quarter (26%) for the first time.

[Stephen Lacey @Stphn_Lacey]

There’s a growing amount of excitement and trepidation around off-grid data centers.

I’m not convinced many will actually go fully off-grid -- probably as a bridge in most cases. But it’s surfacing a more interesting tension about how we build the system.

As @ceboudreau detailed, that tension played out on stage at CERAWeek between Fermi and Google.

Fermi is leaning into the “power island” model that pairs data centers with dedicated generation, starting with gas and potentially nuclear. The idea is to move faster, avoid interconnection bottlenecks, and not push costs onto the broader system.

Google pushed back on that framing. Their view is that once you start building isolated systems, you end up overbuilding for reliability and tie up more capital into assets that run a fraction of the time. And none of that investment actually improves the grid. There’s also a concern that it could lead to higher system costs over time if those resources aren’t shared.

We will clearly see some version of both of these approaches, but I agree more with Google's @AmandaCorio on this one: “We are focusing too narrowly on this moment and the bottlenecks, and not thinking collectively as a system in 10 years."

[Adrienne LaFrance @AdrienneLaF]

It’s okay for hard things to be hard. On the subject of AI and writing, I like the way George Saunders puts it:

[Chris Knight @chrispknight]

BOEM received "no bids" in an oil and gas lease sale held today for tracts in Alaska's Cook Inlet, the first such offshore Alaska lease sale held under Trump's OBBBA https://t.co/qdnezw84oS

[Catherine Boudreau @ceboudreau]

Full study by @Cornell: https://t.co/DNhAyLLAPj

[Catherine Boudreau @ceboudreau]

This made me laugh. But it's truly important research! As a writer/reporter, I can't stand vague & meaningless platitudes from corporate execs.

[Catherine Boudreau @ceboudreau]

https://t.co/uR4wDlmQYh

[Catherine Boudreau @ceboudreau]

@KatieMiller are you being paid to promote solar? A lot of speculation bc you shared polls that @FirstSolar and @USEnergyFirst commissioned & you've worked for @elonmusk, who's heavily invested in solar thru @Tesla, etc. Tried to reach you via your podcast. Welcome a convo!

[Peter Baker @peterbakernyt]

Jeff Bezos wealth in 2024: $194 billion

Jeff Bezos wealth in 2025: $215 billion

Jeff Bezos wealth today: $249.4 billion

Net increase in Bezos wealth since 2024: $55.4 billion

Cost of Bezos’s 417-foot superyacht: $500 million

Amazon investment in "Melania": $75 million

Original Bezos purchase price of the Washington Post in 2013: $250 million

Bezos net worth in 2013: $25.2 billion

Net increase in Bezos wealth since buying the Post: $224.2 billion

Last reported annual losses of Post: $100 million

Number of years Bezos could absorb those losses with what he makes in a single week: 5

@JeffBezos