2026.02.16 | Weaponizing Winter: Drone Strikes & Data Center Costs

Targeted drone strikes in Ukraine are "weaponizing winter," exposing the extreme vulnerability of centralized infrastructure to physical attacks. We pivot to the financial pressure, analyzing the political push for data centers to fund the massive capital needed for grid upgrades. The episode also details critical resource adequacy updates from FERC and how new gas tariffs are altering dispatch economics in the Midwest. Listen now to navigate the physical and financial threats currently squeezing utility boardrooms.