The Strait Reopens With a Signature. The Insurance Doesn't.
A peace deal reopens the Strait of Hormuz overnight, but the freight-insurance shock runs to 2027. Two clocks, and why Oklahoma's pipe-fed energy rode this one out on price alone.
Phoenix-Wells
14 postsWho's Telling You This
An introduction, not to a company, and not to a candidate, but to a way of working, and to everyone doing the working.
The Geothermal NOFO
The Inference: Issue 12: The federal government opens the widest geothermal window in a generation. Oklahoma has 22,000 abandoned wells and the geology to use them.
The Geothermal Window
AI policy intelligence brief. Issue 9: The federal government opens the widest geothermal window in American history. Oklahoma is best positioned to walk through it.
Why Oklahoma
Dead last in education. Bottom 3 in healthcare. 22,000 abandoned wells. Continental geothermal leader. Where the problems are worst, the opportunity is greatest.
The Carbon Credit Problem
We found an error in our own financial model. The carbon credit line was off by 4x. Here is what that teaches about building honest infrastructure.
22,000 Holes in the Ground
Every dot is ten abandoned oil wells in Oklahoma. Toggle the Phoenix conversion and watch $3.7 billion in liability become community-owned infrastructure.
First Dollar
The moment potential becomes real. A single particle crosses the threshold and the entire field reorganizes around it.
Oklahoma Red
Particles born from red dirt, rising toward light. The extraction-to-renewal arc.
Energy Burden Calculator
Enter your income and state to find out what share of your household budget goes to keeping the lights on.
Seven Generations
The Haudenosaunee held a principle: evaluate every major decision by its effects on the seventh generation. That's 175 years. We plan for about four years. This is what that looks like applied to the decisions being made right now.
22,000 Holes in Oklahoma's Earth
The fossil fuel era left scars across Oklahoma. Phoenix Wells turns them into the nervous system of a new civilization.
Oklahoma Doesn't Have to Be Last
50th in education. First in abandoned wells. What if that's not a curse but a launchpad?
Sustainable Energy
The energy transition isn't optional. The question is whether it happens for communities or to them.