<![CDATA[Project Vanguard]]>https://media.projectvanguard.comhttps://substackcdn.com/image/fetch/$s_!Udt4!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6425010a-7180-436d-8bf5-877ffce4f542_879x879.pngProject Vanguardhttps://media.projectvanguard.comSubstackSun, 12 Apr 2026 20:18:09 GMT<![CDATA[From Sea Daddy to Mrs. Virginia with Lourdes Spurlock]]>https://media.projectvanguard.com/p/from-sea-daddy-to-mrs-virginia-withhttps://media.projectvanguard.com/p/from-sea-daddy-to-mrs-virginia-withWed, 08 Apr 2026 10:09:40 GMTLourdes Spurlock spent six years in the Navy running nuclear reactors. She was one of a handful of women on board, trained by male mentors who held her to the same standard as everyone else, and she came out the other side with thick skin, dark humor, and zero idea how to have a normal conversation with civilian women.

So she entered a pageant.

Not because she wanted a crown. Because she needed to relearn how to exist outside the military. How to dress for an interview. How to talk to people who didn’t get the joke. How to stop being the person nobody invites out a second time. Pageants became etiquette training, community access, and eventually a platform. She’s now Mrs. Virginia International 2026, and her platform is renewable energy, STEM, and veteran support.

That alone would be a good story. But this conversation goes further. Lourdes talks about what it actually feels like to leave a world where your coworkers check on you over the weekend and enter one where nobody asks how your three-day went. She talks about choosing a smaller pond on purpose, spending nine years at Newport News Shipyard building nuclear carriers before jumping into wind energy. And she makes the case that veterans don’t need more certifications to lead in this industry. They need to know what they bring and be willing to say it out loud in 30 seconds or less.

There’s a moment where Kevin asks what she wants to see happen with Project Vanguard’s fellowship over the next year. Her answer is direct: more women. Not as a talking point. Because she knows what it’s like to be the only one in the room and have nobody who gets it.

Timestamps

  • 00:00 - Introduction & Lourdes Spurlock

  • 01:30 - Legislative Days in Virginia & Oklahoma

  • 03:47 - Social Media & LinkedIn for Veterans

  • 05:25 - Getting a Screening Call, Not a Job

  • 07:48 - Building a Network Through Community

  • 09:13 - Mrs. Virginia International 2026

  • 10:28 - From Navy Nuke to Pageant Stage

  • 13:37 - Finding Mentors by Asking Why

  • 15:38 - Sea Daddies & Navy Mentorship Culture

  • 16:56 - Joining the Military & Newport News

  • 18:54 - Find the Small Pond First

  • 22:53 - More Women in the Fellowship

  • 27:28 - Your Story Is the Product

  • 29:28 - Advice for Veterans Entering Energy

  • 33:21 - Don’t Be Scared to Be the Only Woman

Resources

People & Organizations Mentioned

Company & Industry News

Related Podcasts by Project Vanguard

Related Substack Posts by Kevin

]]><![CDATA[Training the Energy Workforce with Nick Martocci]]>https://media.projectvanguard.com/p/training-the-energy-workforce-withhttps://media.projectvanguard.com/p/training-the-energy-workforce-withWed, 01 Apr 2026 10:03:46 GMTA lot of talk about energy stays stuck in the clouds. This conversation stays closer to the ground.

I sit down with Nick Martocci, a Marine turned Army National Guard pilot turned renewable energy trainer, to talk about the part of the industry people often miss: the actual workforce behind it. Not the slogans. Not the social media food fight. The work.

What comes through in this episode is how naturally veterans can fit into energy when the path is made visible. Nick lays out why the field feels familiar to so many former service members. Small teams. Safety. Mission execution. Logistics. Reliability. Taking care of the person to your left and right.

That matters because this is not just about helping veterans land jobs. It is about building a workforce that can keep critical infrastructure running, adapt to new technologies, and strengthen the systems the country depends on. Project Vanguard has been clear that veterans are trusted messengers and practical builders in this space, especially when the conversation stays focused on people, projects, and policies instead of political theater.

A few things make this episode worth your time:

  • Nick explains why energy work, especially in wind and storage, can be a real long-term fit for veterans

  • He gets specific about training, apprenticeships, and what companies actually need

  • He makes the case that energy security is not just about generation, but about workforce readiness and protection of the grid

One of the strongest threads here is that veterans do not need vague encouragement. They need clear pathways, real standards, and people willing to lower the ladder once they’ve climbed it. That sits right in the middle of Project Vanguard’s broader mission to connect veteran credibility with workforce opportunity and American energy strength.

This episode is useful for veterans looking for their next move, for employers thinking harder about talent pipelines, and for anyone who says they care about energy security but has not spent much time thinking about who actually does the work.

Resources

People & Organizations:

Company & Industry News

Books & Articles Discussed

Related Podcasts by Project Vanguard

Related Substack Posts by Kevin

]]><![CDATA[The Cost of Energy Chaos with Joshua Bice]]>https://media.projectvanguard.com/p/joshua-bicehttps://media.projectvanguard.com/p/joshua-biceWed, 25 Mar 2026 10:03:29 GMTThe problem is not that America lacks energy resources.

The problem is that we keep treating a long-horizon infrastructure challenge like a short-term political argument.

In this conversation, Joshua Bice helps put a finer point on something Project Vanguard keeps coming back to: energy security is national security. Not as a bumper sticker. As a practical reality.

When Josh talks about the projects being built right now, he is not describing some clean-vs-conventional fantasy debate. He is describing large, real-world resiliency plays where natural gas, storage, renewables, interconnection, regulation, and industrial load growth are all colliding at once. That is especially true as AI drives bigger and more power-hungry facilities into the system.

The sharpest turn in the episode comes when the conversation moves from engineering to investment.

Josh’s point is simple: scared money does not invest. If policy swings every election cycle, capital gets cautious, timelines stretch, and the country loses ground on the very infrastructure it says it wants to build. That is not just a market problem. It is a national strength problem.

That is also where the veteran piece matters.

Kevin and Josh get at something bigger than workforce stats. Veterans tend to understand operational discipline, mission focus, risk mitigation, and long-term responsibility. In an industry that runs on reliability and trust, that matters. Project Vanguard’s broader case is that veterans are not just a hiring pool. They are credible messengers for a more grounded energy conversation.

A few threads run through this one:

  • energy abundance without purity politics

  • policy consistency as a condition for serious investment

  • veteran credibility as an asset in public persuasion

The unresolved question hanging over the episode is the right one: can the country build a stable framework before politics keeps chasing capital off the field?

Timestamps

  • 00:00 - Introduction

  • 01:37 - Project Vanguard Growth

  • 07:52 - Energy Underground in Houston

  • 12:50 - What Energy Security Means

  • 14:08 - Why Veterans Fit Energy

  • 17:27 - Partisanship and Policy Risk

  • 18:38 - Veterans as Trusted Voices

  • 19:39 - Josh’s Enlistment Story

  • 23:05 - Getting Out and Finding Direction

  • 23:52 - Breaking Into Energy in Latin America

  • 31:11 - Follow-Through, Trust, and Reputation

  • 32:39 - Advice for Veterans Entering Energy

  • 37:05 - Final Thoughts and Outro

Resources

People & Organizations

Company & Industry News

Books & Articles Discussed

]]><![CDATA[The Network After Service with Ken Webre]]>https://media.projectvanguard.com/p/the-network-after-service-with-kenhttps://media.projectvanguard.com/p/the-network-after-service-with-kenWed, 18 Mar 2026 10:08:51 GMTA lot of veterans do not struggle because they lack discipline, grit, or work ethic.

They struggle because the structure disappears, the signal gets noisy, and nobody gives them a clear map for what comes next.

That is the real center of this conversation with Ken Webre, the Director of Business Development for W-Industries.

Ken has spent decades in the electrical and power world, but what makes this episode worth your time is not just his industry background. It is the way he talks about transition without dressing it up. When he came out of the Navy, there was no giant network waiting for him. No clear translation from military experience to civilian work. No obvious playbook. He leaned on family, figured it out, and built a long career in electrical leadership from there.

What makes that story matter now is that the problem has changed shape, but not substance.

Today’s veterans have more information than ever. They can search anything, join anything, take any course, chase any credential. But that can become its own trap. More options do not automatically create more clarity. Sometimes they just make it easier to get lost.

That is where this conversation lands squarely in Project Vanguard territory:

  • trusted guidance matters more than generic advice

  • curiosity beats posturing

  • careers in energy become real when someone helps connect the dots

One of the strongest threads in the episode is Ken’s point that veterans should not lose themselves trying to fit somebody else’s mold. Show up. Be honest. Stay curious. Treat the work like it matters. That sounds simple, but it cuts against a lot of the bad advice people get when they are trying to build a second life after service.

This is also why Project Vanguard matters. Not as a slogan, and not as a feel-good veteran brand, but as a place where people can get real direction from others who have already made the jump. That fits the broader mission: veteran credibility, workforce opportunity, and practical leadership in an industry that actually builds things. That framing is consistent with Project Vanguard’s stated focus on veterans as trusted messengers and on connecting service members to energy careers.

The bigger question sitting underneath this episode is simple: how many veterans are still making major life decisions with too little signal and not enough trusted people in the room?

Timestamps

  • 00:00 - Introduction & Ken Webre

  • 02:19 - Ken’s Role at W-Industries

  • 03:41 - Energy Infrastructure, Not Ideology

  • 07:23 - Listening, Sales & Learning the Business

  • 10:22 - Louisiana Projects & Community Leadership

  • 13:06 - Batteries, Transmission & Grid Resilience

  • 17:36 - Joining the Navy & Early Service

  • 24:38 - Transitioning Out & Finding Electrical Work

  • 27:15 - Leadership, Motivation & Feeling Lost

  • 29:57 - Project Vanguard, Curiosity & Trusted Guidance

  • 32:37 - Honesty, Ownership & Why Veterans Succeed

  • 34:02 - Louisiana Event, Slack Community & Wrap-Up

Resources

People & Organizations:

Company & Industry News

Related Podcasts by Project Vanguard

Related Substack Posts by Kevin

]]><![CDATA[Building Energy From Experience with Jon Powers]]>https://media.projectvanguard.com/p/building-energy-from-experience-withhttps://media.projectvanguard.com/p/building-energy-from-experience-withThu, 12 Mar 2026 10:03:35 GMTA lot of veterans leave the military knowing they can lead, solve problems, and operate under pressure, but not always knowing where those skills fit next.

That is the center of this conversation with Jon Powers, the Co-Founder of Clean Capital.

This episode is not just a walk through one man’s resume. It is a look at how military experience can turn into energy leadership, and why that matters far beyond one career path. Jon talks through the road from Iraq to Washington, from Operation Free to CleanCapital, and how the national security case for energy became real to him long before it became a talking point.

What makes this one worth your time is that it stays grounded. Jon is not speaking in abstractions. He is talking about fuel convoys, solar on base, propane shortages, and the kind of practical energy problems that stop feeling theoretical the moment people’s lives depend on them. That is where the conversation gets its weight.

It also lines up cleanly with a core Project Vanguard idea: veterans are credible messengers in energy not because they have the slickest talking points, but because they have lived close to the consequences of bad systems and fragile infrastructure. Project Vanguard’s broader case is that veterans can help move the conversation past purity politics and toward energy security, workforce opportunity, and all-of-the-above realism. This episode gives that argument a real human spine.

A few threads run through the whole discussion:

  • how service can translate into leadership in a new industry

  • why energy becomes a national security issue long before it becomes a political one

  • where veterans may be underestimating how valuable their skills really are

The part I would not give away too cheaply is Jon’s advice to veterans looking at the industry now. It is simple, but it cuts against the hesitation a lot of people carry when they leave the military and try to picture themselves in finance, development, or leadership roles.

If you care about veteran transition, American energy, or how serious people actually build second careers with purpose, this one earns the listen.

Timestamps

  • 00:00 - Introduction & Jon Powers

  • 01:31 - Kevin Johnson and the Early Network

  • 02:46 - Operation Free and John Warner

  • 10:16 - From Pentagon to CleanCapital

  • 15:37 - Why Jon Joined the Army

  • 17:05 - Coming Home and Path to Movies

  • 20:10 - Working With Iraqi Youth

  • 22:56 - How Middle East War Shaped Their Energy View

  • 25:14 - Advice for Veterans Entering Energy

  • 29:49 - Veteran Networks and Honest Translation

Resources

People & Organizations

Company & Industry News

  • CleanCapital Secures $300M HoldCo Facility with Infranity (Website)

  • CleanCapital Acquires 64 Solar and Energy Storage Projects From Greenbacker (Website)

  • US clean power groups turn to longer deals to finance growth (Reuters)

  • Solar and storage accounted for 84% of new US power added in 2024, report says (Reuters)

Books & Articles Discussed

  • Gunner Palace (Website)

  • Veterans push for climate bill with new Operation Free coalition (Grist)

]]><![CDATA[Landmen, Data Centers, and Hard Truths with Rickey Stuchell]]>https://media.projectvanguard.com/p/landmen-data-centers-and-hard-truthshttps://media.projectvanguard.com/p/landmen-data-centers-and-hard-truthsWed, 04 Mar 2026 11:04:14 GMTMost people argue energy like it’s a scoreboard.

But the work lives somewhere else, out in the counties, across kitchen tables, inside contracts that feel longer than a deployment.

In this episode, Rickey Stuchell breaks down the side of the industry that decides whether anything ever gets built. The land side.

Subscribe now

Energy parks are the new chess move

Rickey describes a model that feels like a next-phase strategy: developers bundling generation, storage, and data center load onto the same massive footprint.

Not a single project, more like an ecosystem with fences.

Why not go purchase or lease 2,000 acres where they can build a solar farm or a wind farm, put battery storage on it, and then add four or five million square feet of data center. - Rickey Stuchell

What a land team really is (and why veterans fit)

Rickey breaks the land team into three roles, and it maps cleanly onto how veterans already think:

  • Agents: boots on the ground with landowners

  • Project managers: orchestrating the negotiation and the chaos

  • Technicians: the document pros who keep everything correct (and keep everyone honest)

This is not a “paperwork job.” It’s relationship and pressure work, and you hear that in how he recruits. Sometimes he hires experience.

Rickey’s why is simple: helping vets find their next mission.

And the advice Rickey gives is the stuff that actually works:
Listen first. Learn the acronyms. Don’t be afraid to introduce yourself.

Final Thoughts

If you want to understand why projects stall, why timelines slip, and why the loudest online takes usually miss the point, this episode is for you.

The land side is where the work gets done. Rickey lives there, and he explains it in plain language, with the kind of calm confidence you only get from doing the job.

If you’re a veteran eyeing the industry, or a civilian who wants a clearer view of how this actually happens, go listen. And if you’ve ever had to earn trust across a table, you’ll recognize the skillset immediately.

Share

]]><![CDATA[Veterans, Policy, and the Hidden Energy Battlefield with Michael Dunn]]>https://media.projectvanguard.com/p/veterans-policy-and-the-hidden-energyhttps://media.projectvanguard.com/p/veterans-policy-and-the-hidden-energyWed, 25 Feb 2026 11:03:08 GMTMost people think clean energy is about technology.

It is not. Or at least not only that.

It is about who understands systems, who can navigate policy, and who can bring unlikely groups into the same room.

In this episode of Project Vanguard, I talk with Michael Dunn, a veteran who stumbled into clean energy through necessity, curiosity, and a relentless habit of saying yes.

Subscribe now

Michael did not set out to work in policy or markets.

He joined the military to pay for school.
He entered consulting to find direction.
He moved into clean energy because it was one of the few spaces where mission, economics, and national security intersect.

Along the way, he discovered something most energy conversations miss:

Power does not shift because of slogans.
It shifts because of coordination.

The conversation explores why veterans are uniquely positioned to influence the energy transition, how policy quietly shapes every market decision, and why coalition building may be more important than any single technology.

At its core, this episode is not about career advice or clean energy optimism.

It is about leverage.

Who has it.
How it is built.
And why the next decade of energy will be shaped less by engineers and more by people who understand how systems actually move.

If you want to understand how power really flows through the energy industry, this episode is worth your time.

Share

Timestamps

  • 00:05 – Why Veterans Matter in Energy

  • 02:20 – Michael’s Entry into Energy Policy

  • 03:20 – CELI and Fellowship Opportunities

  • 05:20 – Working at Qcells, Policy in Practice

  • 07:22 – Coalition Building in DC

  • 12:00 – Dropping Out and Enlisting

  • 14:26 – Military as Social Mobility

  • 16:06 – Education While Serving

  • 18:12 – Georgetown MBA to Energy Career

  • 22:33 – Atlantic Council and Strategic Focus

  • 27:50 – Advice for Veterans Breaking In

  • 30:00 – Using Project Vanguard Effectively

  • 34:57 – Closing Thoughts and Call to Action

Resources

Guest & Company

Topics Discussed

]]><![CDATA[Markets Don’t Care About Politics with John Szoka]]>https://media.projectvanguard.com/p/markets-dont-care-about-politicshttps://media.projectvanguard.com/p/markets-dont-care-about-politicsThu, 19 Feb 2026 18:10:12 GMTMost energy arguments start in the wrong place.

They start with identity, not systems. With labels, not failure modes. With confidence about outcomes, without much curiosity about what actually breaks when demand spikes or assumptions fail.

In this episode, Kevin Doffing talks with John Szoka about energy from a less fashionable angle: how power systems really behave under pressure, and what that implies for markets, policy, and leadership.

It’s a conversation that refuses to pretend there are clean answers.

Subscribe now

The Throughline

John doesn’t argue that markets solve everything. He argues that badly designed markets fail in predictable ways, and we keep acting surprised when they do.

The discussion circles a few uncomfortable realities:

  1. Power systems don’t care about intent.

  2. Incentives matter more than slogans.

  3. And tradeoffs don’t disappear just because they’re politically inconvenient.

What makes the exchange compelling is how often it runs against familiar talking points. Not by attacking them, but by asking better questions. What happens first when demand grows faster than infrastructure? Where do timelines slip? Who absorbs the risk when policy bets are wrong?

These aren’t abstract questions. They’re operational ones.

Here’s some of what we explore:

• Why reliability isn’t a value statement, it’s an engineering constraint
• How policy often assumes coordination that markets aren’t built to deliver
• Where conservative instincts about markets hold up, and where they don’t
• Why pretending energy transitions are frictionless creates political backlash later
• How ignoring system limits today just defers failure into tomorrow

At one point, John makes a point that quietly reframes the whole discussion: energy policy succeeds or fails at the edges, not in press releases. Truth.

Project Vanguard exists to surface conversations like this. Not to sell certainty, but to sharpen judgment.

This episode isn’t about picking sides. It’s about understanding systems well enough to stop lying to ourselves about how they behave.

If you’re tired of energy debates that feel disconnected from reality, this one is worth your time.

Listen closely. The value is in what doesn’t get oversimplified.

Share

]]><![CDATA[Energy Reliability Isn’t a Talking Point with Ken Young]]>https://media.projectvanguard.com/p/energy-reliability-isnt-a-talkinghttps://media.projectvanguard.com/p/energy-reliability-isnt-a-talkingWed, 11 Feb 2026 11:13:24 GMTMost energy debates focus on the loudest question.
This conversation focused on the one that actually matters.

In my latest episode of Project Vanguard, I sat down with Ken Young to talk about how the grid really works when it’s under pressure. Not the headlines. Not the culture war version. The systems underneath it all.

Subscribe now

We talked about why grid failures don’t come from one bad decision or one bad energy source. They come from stacked stress. Demand growth. Weather. Planning gaps. Timing. Human choices made years earlier.

That’s the part most people miss.

Reliability isn’t something you declare. It’s something you design for long before the crisis shows up.

Ken breaks down how energy systems are actually built to handle risk, why “either/or” thinking breaks down fast in the real world, and how today’s load growth is forcing hard conversations that can’t be postponed anymore.

This episode connects dots between:

  • Why veterans tend to see energy differently

  • Why all-of-the-above isn’t a slogan, it’s a system requirement

  • Why the unglamorous work (planning, transmission, margins) decides outcomes

  • And why energy security underpins everything else we care about

The grid doesn’t care about ideology.
It responds to physics, preparation, and execution.

If you want to understand what’s actually at stake as demand grows and systems get tighter, this is a conversation worth your time.

Give it a listen. And if it sharpens how you think about energy, share it with someone who needs a clearer picture.

Share

Timestamps

  • 00:00 – Intro, Ken Young

  • 02:05 – Apex role, project pipeline

  • 04:26 – Why vets help vets

  • 06:28 – San Angelo site visit

  • 08:32 – Community pushback

  • 10:41 – Permitting, misinformation

  • 13:53 – Construction realities

  • 15:34 – Leadership under uncertainty

  • 16:48 – West Point, infantry path

  • 18:25 – Post-Army transition

  • 20:21 – Breaking into wind

  • 27:42 – Scaling gigawatts of energy

  • 29:50 – Tax equity, runway to 2030

  • 38:39 – Load growth, building megawatts

  • 40:45 – Career advice for vets

Resources

Guest & Company

Transcript

Kevin Doffing (00:17.587)

That kind of honesty is all over this conversation and it’s why it works. Welcome to Project Vanguard podcast, home of the community of veterans in energy. Where we explore the journeys of veterans leading in energy. We’re building American energy dominance through an all-the-above approach where energy security is national security. And our mission is to double the number of veterans working in the energy industry. I’m your host, Kevin Doffin.

Kevin Doffing (00:46.008)

Today’s guest is Ken Young, a West Point graduate and former infantry officer. Ken is the CEO of Apex Clean Energy, a national independent power producer headquartered in Charlottesville, Virginia. Apex operates a portfolio of wind, solar, and storage projects that they have a deep development pipeline of, focused on getting these projects into long-term operations.

Ken Young (01:08.559)

office.

Kevin Doffing (01:09.346)

Kevin Doffing (01:09.87)

In this episode, we dig into what it actually takes to put projects online. Not in theory, but in real life. We also get into Ken’s transition story, how he initially chose the infantry and how he navigated the years after the Army when he fell a little untethered and how renewable energy gave him something familiar again. A team, a mission, and a place where he had purpose. Then we zoom out to this year. What is Apex focused on?

Kevin Doffing (01:37.686)

and why Ken sees this industry as nonpartisan, practical, and at the heart of American energy dominance. You’ll walk away with a clearer picture of what CEOs are optimizing for in this space, plus real, implementable advice for veterans who want to grow into senior leadership by learning the industry language, picking a functional lane, and earning the credibility they need to move up the career ladder. Let’s get into it.

Ken Young (01:53.774)

you

Kevin Doffing (02:05.25)

Ken, thanks for being here today. Really appreciate you making the time. I know you’re a busy man.

Ken Young (02:09.794)

Great to be with you, Kevin. Really happy to be here and potentially give some messages for veterans, cause near and dear to my heart and look forward to being with you. Thanks for having me.

Kevin Doffing (02:19.566)

Absolutely. Anytime I can get more infantrymen on here, it just makes the infantry in my heart a little bit happier, which means angry, but that’s happy in infantry.

Ken Young (02:30.008)

Good. I love it.

Kevin Doffing (02:32.194)

Well, so for everybody who doesn’t know already and they may not have read the bio, what would you say you do these days?

Ken Young (02:39.402)

I’m the CEO of Apex Clean Energy. We’re a national independent power producer, headquartered in Charlottesville, Virginia. We’re about 400 people in all phases of the business and all functional areas. We operate a portfolio of about three gigawatts of wind, solar, and storage. And we have a very large development pipeline focused on continuing to put assets into operations. And we’re doing that across all phases of technology and all markets across the U S. So.

Ken Young (03:09.044)

I am extremely proud of our team and humbled to represent them here and elsewhere as we go about accelerating the shift to clean energy.

Kevin Doffing (03:18.178)

Yeah, no, mean, Apex has been such a great partner. I mean, I was just talking yesterday with Barrett and Lourdes from your team there in our inaugural community leader fellowship. So Barrett’s in Austin, Lourdes is there, y’all’s main office in Virginia. And those are two big states for us, you know, for the industry and for vis-a-vis our organization. Luckily, unluckily, Texas doesn’t have a legislative session this year, but it kind of feels like it, but Lourdes will be busy with the Virginia legislative session coming up here. So.

Kevin Doffing (03:47.928)

You know, thanks for letting me, know, second a little bit of their time and getting out and being the faces of veterans and energy.

Ken Young (03:56.128)

Yeah, our pleasure. Those two folks are great representatives of APEX, of veterans making a successful transition, coming from varied backgrounds, you know, from Navy enlisted on one side and then from a battalion commander in the infantry on the other side and both finding their way to renewable energy in very different scopes of work. And they’ve been extremely valuable members of our team. And we’re happy to support folks like that here at APEX and continue to push forward in concert with them.

Kevin Doffing (04:26.838)

Yeah, you know, the thing I’ve always found interesting in this work is that it’s not a hard sell for veterans, you know, in any industry, but especially in industry that they’re passionate about to say, Hey, how would you like to take a lot of extra time to help other veterans? know you’re not busy with your full-time job, family life, faith, community, other engagements, but it’s never been a really hard thing. Even you and I, when we first talked, talked about

Kevin Doffing (04:52.93)

you know, taking cold calls on LinkedIn to just, I’m a vet and I’m interested in the space. Great, let’s find a time.

Ken Young (04:59.042)

Yeah. Yeah. Well, I think, I mean, that’s part of probably what some of us were looking for leaving the military. We left this community and one where we had a lot of shared purpose with other people. And I think some of us maybe at times have struggled. Obviously some have struggled more than others trying to recreate and find that community. I was lucky enough to find it about 19 years ago when I got into what was then the wind business. know, solar was not really a thing then it was used to heat your pools.

Ken Young (05:28.674)

So we’ve come a long way, but I knew as soon as I found renewable energy, I found a team. This is very much a team sport and we’re at a really cool intersection of business and purpose. So we’re not the Red Cross. know, we’re certainly not the military by any means, but what we do bring so much good with it. And so the fact that we get to do that with other high quality individuals really gave me something I was looking for is that that teamwork and purpose to do big things.

Ken Young (05:58.766)

with other good people. And that’s something that is extremely motivating and underscores really everything we do. I mentioned it earlier, you know, our purpose here since 2009, when Apex was founded, is to accelerate the shift to clean energy. And that sounds very simple, but I think it’s quite elegant. And when you get in there into the trenches and you’re, you’re out in the field doing the work and you’re bringing all these various functional areas together to put on a, you know, $500 million project, a billion dollar project.

Ken Young (06:28.202)

It’s incredibly rewarding to do that with smart, engaged, and driven people. And then to wring out all the good that comes with our business, decarbonizing the grid, helping the local community, creating jobs, creating a future for people, and then investing back into the local community with tax benefits, landowner benefits, et cetera. That’s very rewarding for us and allows us to do some good with our business.

Kevin Doffing (06:53.752)

Yeah, I mean, y’all were part of the Texas tour that we did in that pilot program in Q4 last year. And we were out your St. Angelo location and, you know, meeting Manny and the team that were out there, just getting to see all the cool tech with the batteries on site with, you know, the substation and the solar arrays. I mean, it was just really cool, you know, but then seeing what that’s doing in the local community and the community partners that are a part of that.

Kevin Doffing (07:23.158)

It’s just a great way to see how these energy and infrastructure organizations are embedded into, you know, it’s embedded into the organizations and the communities that they serve, but also like just how active they are. They don’t have to be, but they, choose to be.

Ken Young (07:39.168)

Yeah, we had the business development lead from the chamber of commerce come and speak at our fall meeting, our all hands meeting here in Charlottesville. And we’ve been able to establish a relationship very strongly with that community and the nearby larger city of San Angelo. And it is incredible what our tax benefits are doing for that local community. It was really rewarding for our team to hear how excited folks are about our projects. Now, I will say as you drive into the project, you might’ve seen their big

Ken Young (08:08.526)

piece of the plywood up that say, you know, apex sucks and things like that. I started my remarks there when we cut the ribbon on the facility by saying, Hey, I know what the neighbor says here. We’re far from apex sucking and here’s all the good we have with it. So yeah, there are detractors. There’s a national narrative going on. We work really hard to explain the benefits of what we’re doing, but also be transparent in the impacts.

Ken Young (08:32.843)

which are quite minimal relative to the opportunity for the local folks there. And if you could talk to our landowners, that’s generational land and the fact that they were able to make something out of there and do some good with what was passed down to them and move that on. had the great grandchildren there. It’s a legacy and it is incredibly rewarding to be part of that, see our team putting in multi hundred million dollars of facilities in order to enable all this.

Kevin Doffing (09:00.546)

Yeah, no, I think y’all have done a really good job there. I mean, I, the signs weren’t there when I was there in October. That would have been an extreme talking point if I’d seen that. But you know, we were in sweet water that same week and it’s so interesting to just see how these things are different. It’s one of the big drivers I see is like, not everybody’s doing the same job you are on community engagement. Not every company is doing the same job on workforce development, veteran talent funneling. So, I mean, it’s really great to shine a spotlight.

Kevin Doffing (09:29.774)

on the companies that are doing different aspects well, and then just building it, you know, it’s just TTPs, right? Tactics, techniques, and procedures. Like what are the best practices we can all adopt? Cause somebody’s doing it better than each of us in some other domain. Let’s aspire to be that. You know, we’ll be back out in 2026 doing this, kicking off with a gravel grind, which is a off-road bike. You can do like 20 or 50 miles through a wind farm up in Sweetwater on a Mesa, which is pretty cool. But there’s all these really cool things.

Kevin Doffing (09:59.52)

inside of these project areas that we just want to like aggregate the same way we’re bringing the veterans together, but landowners, energy workers, veterans, and you know, local officials just to build that community because I think that’s so powerful.

Ken Young (10:14.038)

Yeah, maybe just a few things there. So one is we are pretty intentional about getting our existing landowners and community stakeholders out to projects, but also our future landowners. those that are in the development phase of projects, having yet started construction, we try to tour them on adjacent or nearby projects so they can see and understand the scale of these projects. And then ideally they can see.

Ken Young (10:41.538)

While there’s a lot of vitriol and a lot of misinformation, and I’ll come back to that. work very hard on that. They can see that once these projects are installed, they do largely blend into the community. So if it’s a solar project, we try to be thoughtful about setbacks, edge rows, and you know, not being extremely visible wherever we, possibly can be. If it’s a wind project, I always point out there’s a reason that these turbines are painted white. They’re supposed to blend in with the blue gray sky.

Ken Young (11:11.434)

And they’re like old soldiers. fade away as General MacArthur said. And I’ve worked in dozens of wind facilities around the world and been associated with them. And 99 point something percent of the time, once you’re a year into operations, everything calms down, everything fades away. it’s as long as you’re a prudent operator, which most everybody in our spaces these days as the industry has matured.

Ken Young (11:38.188)

these projects blend in and they’re part of the community. And then the benefits start to flow. The tax benefits, the landowner payments. Maybe I’ll swing back though to the, to how hard we work on community engagement. And this is something we started, you know, around the time I joined the company, it was a big emphasis and it’s one of the two largest constraints to putting new capacity online. And that is getting a licensed stop rate in the local community, getting a permit either from the state or local authorities.

Ken Young (12:05.71)

And then all the things that go with it. are a bunch of other approvals that we need along the way. And so we think the best approach to do that is educate, demystify, and be transparent. And as much as we can, we try to blend in and be part of the community. There’s another aspect that is heated up over the last 10 years, and that’s the advent or the proliferation of social media. And so the speed at which misinformation can travel.

Ken Young (12:31.22)

is just increases every day, not to mention the national landscape of vitriol and all these things that are happening. So we think it’s important to stay the course, try to be calm, try to get our message out there, try to lead and influence where we can to what we know as managers and executors of this business is a very good thing for most of these communities. We also try to take signals from communities when it’s just not something they’re going to have. We try to be thoughtful about that. How can we adjust? How can we move?

Ken Young (12:59.298)

We’re also cognizant of not giving up and being resilient and trying to win the day. So that is, I think a very important part of our work, being local of the community, by the community, for the community has helped us gain permits and approvals to move forward with construction, which is admittedly a difficult period for that community. There’s a lot going on, but once we get through it, you know, then we’re, on into the other side.

Kevin Doffing (13:25.142)

Yeah, that was one of the things when we were doing the tour, we looked at one site that was currently under construction and it was just so hot to kind of go in and start talking about how great things were. Yeah. I mean, it was with anything. mean, like you look at, know, exploration production. mean, when you’re first drilling and you’re, you know, laying the civil work and you’ve got trucks and frac trucks going up and down the water trucks up and down, up and down. mean, like it’s, it’s disrupting if you haven’t had that in.

Ken Young (13:35.911)

It’s a tough environment. Yeah.

Kevin Doffing (13:53.804)

that small rural town that or you know, you’re not even in the town, you’re outside of the small rural town. It’s a lot of traffic that you’re not used to. And so, you know, it’s something you got to get through or, you know, get used to in some ways.

Ken Young (14:07.544)

Yeah. The good thing about renewable energy for the most part, these projects go up very quickly. know, they are taking longer now than they used to. think that’s the scale of what we’re doing, but also the supply chain and trade issues of the day. But more than not, we can build these projects kind of in one season or one full year, spring to fall. And then so a little bit of rip the bandaid off, know, suck it down. If you will get through it, we do compensate, you know, all folks, all the impacts directly to construction and then move forward. So.

Ken Young (14:37.39)

Yeah, I think the same thing goes on with the permitting. The longer that communities linger and allow for, you know, this kind of negativity to seep in, it’s only harder. Right. If you’ve kind of decided the right thing to do for the community is move forward on a wind or solar storage facility, you know, allow for voices. That’s leadership allow for dissent. That’s what we expect of our elected officials. But when you’ve decided.

Ken Young (15:03.51)

and the board is going to make that decision. Certainly they need to be educated. They need to learn about what renewable energy is and how it’s going to impact their community. But once they’ve decided, move it forward, that’s a leadership lesson we all have from our time in various positions.

Kevin Doffing (15:17.57)

Yeah, I remember being in sector and, you know, battalion commander can’t see what we’re doing and just getting yelled at on the radio. I don’t know what you’re seeing, but you need to make a decision right now. No decision is unacceptable. You need to do something.

Ken Young (15:34.678)

Yeah. I always liked the, and there’s probably not a great phrase, but I always liked the one of in the absence of further orders attack. Yeah. You know, if you’re sitting still, you’re going to suffer. So, you know, just move and then you can regroup at the next opportunity.

Kevin Doffing (15:48.94)

Yeah, what was the thing, know, like, violently executed plan will beat a perfect plan any day.

Ken Young (15:54.804)

Right. That is exactly right. Yeah. And that’s a little bit of development. The development is there’s some science to it. No question, you know, around sighting and engineering and how we manage wildlife and environmental impacts. No question about that, but there’s a lot of art to it and there’s a lot of leadership and influencing. And I’ll take it back to Barrett, who you mentioned earlier. That’s no, no coincidence that he’s found success in the development world coming out of a place where he had a very senior leadership position in the army.

Ken Young (16:22.68)

He’s been at this for a couple of years now. He’s finding success because of that, you know, art and science blend, you know, from his previous leadership experiences.

Kevin Doffing (16:30.702)

So when you were thinking about going into the military, mean, what was it that you wanted to get at this? Was this a forever career? Was this a good for now? I you went West Point. So that wasn’t a, I’m 19, just got out of high school, and I think I want to do something. Like that required some forethought.

Ken Young (16:48.288)

It did. I figured out in about eighth grade that I thought I wanted to go to one of the service academies and I ended up at West Point and about 30 minutes into being there, I was questioning that long decision-making process. And maybe up until two and a half years there, I was still questioning that. I did get a chance one of the summers to spend some time out in the army. That really changed my mindset. spent a fair amount of time with a bunch of high quality non-commissioned officers.

Ken Young (17:17.358)

And a lot of them happened to be in the infantry branch and said, these are the people I want to be around. And this is what I want to do. And if the main effort of the army is the infantry, I want to be, you know, main effort. So, you know, kind of last year and a half or so shot for that, saw it as, you know, maybe not a road less traveled, but a harder path. And, you know, I’m grateful for those formative years, certainly looking back only with a perspective of nostalgia.

Ken Young (17:46.124)

Not all complaining I did back a long time ago.

Kevin Doffing (17:51.224)

You know, you told me something one time. I remember it because your dad was in the military, wasn’t he?

Ken Young (17:56.47)

My dad was in Germany in 1960 to 62 during the crisis there and the closing of checkpoint Charlie and heightened tensions. He was only in two years. He was drafted, did not necessarily want to be in the army and then had a lifetime of stories to tell. you know, I picked up on those as a kid and I had a little uniform and it would march around the house. And so it wasn’t surprising that the military was going to be part of my go-forward.

Ken Young (18:25.326)

I think maybe back to your question, once I kind of matured through, okay, this is going to be my life’s work. And as I got closer to graduation and was a young Lieutenant, platoon leader, it was for me about the experiences I was having. know, am I continuing to have growing experiences? And, you know, it was really a spot in time. There was never a grand plan to be this or that, or, you know, this rank or this position. I, like, if I’m going have a great experience and it’s going to be something that’s fulfilling.

Ken Young (18:54.326)

rewarding and one where I can help others. I’ll continue to drive on. So maybe to put a pin on it, the longer I saw and the more I saw of the majors that I interacted with, I said, I don’t know if that’s where I want to be longer term. And it looks like more of the same now, unlike you and many others listening to this, I’m a bit older. And so I was in the pre nine 11 army. And I think, you know, in fairness, I certainly didn’t have any desire to, I’m not a warmonger or anything like that, but

Ken Young (19:23.008)

I was in graduate school. got out of the army in 2000. I was in business school in 2001. And for me, it was an impact. I kind of felt a little, a little lost. Like what am I supposed to be doing? I was in the Indiana national guard, tip of the spear there, keeping up the Michiganders and Ohioans out of Indiana, but a little bit of remiss and things I had trained for through school and five years active duty of I’m kind of missing my purpose here. I don’t think that was satisfied.

Ken Young (19:51.434)

I worked through some, I’ll call the lost years, five years of jobs that were good, good jobs. I learned a lot about business, but not really finding a home. And I don’t think that kind of purpose and the things I was missing were found until I got into the renewable energy business. And then it just smacked me in the face. Like, this is it. This is what I was looking for. I didn’t know what I was looking for. And I was super grateful that I had found the power business and specifically renewable energy.

Kevin Doffing (20:18.286)

How did that come up on your radar?

Ken Young (20:21.09)

So interestingly enough, it was one of these military recruiting folks who had placed me somewhere else. And the CEO of a small startup wind company had a long background. was a Navy ROTC surface warfare officer and had been in the wind business previous, but it was also a long time GE power person. these leadership programs that they have. In fact, if you go back in time, his first call to the recruiter, said, I want a Navy nuke with an MBA.

Ken Young (20:49.134)

So I want somebody that knows power systems, but it isn’t a complete nerd and can function. so they hired somebody like that. They hired a couple more people. I didn’t really fit that mode. I’m dumb infantryman, but could do a lot of different things. And there were a couple more guys like me that had some experience, maybe business school. They hired a number of officers, mostly straight out of, most of them are coming from Iraq and Afghanistan right out. And they went right into our development business.

Ken Young (21:18.374)

And I’ll call it forward deployed to the project areas and did a really great job. And most of those folks are still around the industry and have found success. You know, this is going back 18, 20 years ago. And so still in touch with many of those folks. And, you know, they just did a really good, where do need me boss? Okay. We need you out in Western New York, upstate New York, Texas. And off they went and blended in and led and influenced, you know, signing up landowners, getting permits, learning the business. So.

Ken Young (21:47.82)

Yeah, I came in and was a jack of all trades, master of none, and had the opportunity to kind of jump in. So I’m extremely grateful. Somebody that had an eye on knowing that military talent could transition if given an opportunity and some time and a proper scope. So I had that opportunity.

Kevin Doffing (22:03.918)

Nice. Yeah, I remember you and I talking about previously, what are your thoughts on veterans either getting their MBA during their time in or after?

Ken Young (22:15.566)

Yeah. I mean, either way I went full time. didn’t know what I didn’t know. I didn’t know what I wanted to jump into. So I felt it was a very rewarding time for me. went to university at Notre Dame and I’ve said, you know, I went to West Point duty on our country. went to Notre Dame, God country, Notre Dame. So again, institutions, there’s probably a lot of Notre Dame haters out there, but I think institutions that are about something bigger than themselves. And that’s something I’m attracted to. And so.

Ken Young (22:44.482)

I had a great experience, kind of got the basics while I was there and kind of figured out what I was maybe going to do. But again, I didn’t quite find it. But I think also part-time is a fine way to go, either while you’re in the military or while you’re in your first job out, if you can manage it around other demands, no problem. And looking back, that could have been something for me. I don’t regret my time at all. It was very much a good transition for me and the right move.

Ken Young (23:11.04)

Honestly, I never thought I’d go back to school again. I wasn’t the best student at West Point. I like to joke that my first semester there, I made the Dean’s list, but it was the wrong one. It was the one where he knew me by my first name and asked Ken, what are you still doing here? thought we took care of that at the semester. again, maturity, time, learning the value of the good education I was receiving kind of eventually plugged into that. But yeah, really grateful for the full-time opportunity.

Ken Young (23:38.68)

but part-time is a good viable option. do think for folks that can, it’s a good spot to go because, you know, we’re coming at things from a more leadership perspective, you know, this very large military organization, getting a grounding in the language of business and the various areas, you know, is just adding to your toolkit as you move forward. Not necessary by any means, you know, several folks will be successful going out, but.

Ken Young (24:06.356)

If there’s opportunity there, would encourage folks to take a look at that.

Kevin Doffing (24:10.114)

Yeah, I kind of dismissed it when I got out and, you know, took over a business that I’d kind of grown up working with my dad and an oil field spy company. And a couple of years ago, I went back and got my executive MBA and the whole time I was thinking like, yeah, this is okay. mean, like I went to the hospital one time for stress because I didn’t understand this aspect of like and A and yeah. And well, there’s this time I almost like blew up the company doing this stupid thing. And luckily I survived. I’m like,

Kevin Doffing (24:37.902)

I learned those things really the hard way. There could have been an easier way to learn some of these things and then applied them a little bit more rationally. So yeah, now I, I’ve rewritten my opinion that was very outspoken for over a decade on that. Yeah. Should have used those benefits to go take a knee, get some of that doctrine that, you know, I always heard as an officer, that’s why I’m here. I’ve got a little bit of doctrine. Now let’s get some practical experience with the NCOs and this makes a really great fighting force.

Kevin Doffing (25:07.928)

And that’s one thing I do wish now that I had taken advantage of.

Ken Young (25:10.956)

Yeah. And I mentioned my age before, so I didn’t have the benefit of the GI bill. It was, we’re going to pay once. then the 9-11 GI bill affords opportunity. And so maybe just this point on community and team, that’s something I found in business school, still in contact with those folks. I graduated 2002, so 24 years ago and still in contact with a great set of colleagues, really enjoyed the kind of broad brush of folks I met there that were, you know, in a similar transition, albeit different.

Ken Young (25:40.494)

from mine, but also met some folks from the military there. And I know even at Notre Dame and elsewhere, the military veterans groups within the business schools are very well organized now, much more than they were back then, obviously given the global war on terror. And then in just advancing to some folks we have at Apex that are taking part-time or executive MBA courses and degree programs, I hear from them all the time, like, I met this peer group that they’re coming from all walks of life. And that’s probably the most beneficial.

Ken Young (26:08.44)

thing in and around the curriculum is having mature discussions about various cases and applying those back to your home station or to the work that’s at hand.

Kevin Doffing (26:18.574)

Yeah. My advice to MBA still is your job is to get familiar with concepts, not fluent. Yeah. Your real job is to build your network because you will never have this time to do this again. And your job is to find someone in your class that’s going to change your life. And you don’t know if that’s going to be a staff member or a professor, someone in your year, someone out of your year, out of your program and in the full-time or part-time or executive. And you just need to go network your butt off.

Kevin Doffing (26:47.116)

without falling behind on the team assignment or, you know, getting yourself kicked out. That’s kind of what we’ve done in Project Vanguard, right? It’s a peer network of veterans that work in this industry and it’s there to help people get in. If they haven’t already find new pathways, if they get laid off, they find they want to get into operations from finance or vice versa, whatever that is. You know, I try to describe our impact models basically.

Kevin Doffing (27:12.77)

The conversation we’re having is all the messaging and explaining to people so they understand more, you know, which leads to building that network and bringing people together. That leads to jobs. And now we have this big bench. We go turn them out to speak up for our industry, which leads to, you know, conversations like this, which leads to a bigger network, which helps people get jobs, which means we can get more people out and it just keeps going and going.

Ken Young (27:37.698)

That’s great. I love it. Great advice and really appreciate what you’re doing here. Let’s keep it.

Kevin Doffing (27:42.222)

Kevin Doffing (27:43.063)

Thanks. Yeah. So what are you looking forward to? You know, we’re at the start of 2026 right now as we’re recording this. What does this year look like for you? What do you have to get done to be successful a year from now?

Ken Young (27:56.792)

Yeah. So for Apex, it’s really clear. Accelerating the shift to clean energy means putting projects online. And so, you know, we’re not accelerating the shift until we receive that first megawatt hour out the door. And then we get these projects into long-term operations. That is the best thing we can do to drive the value of this company. And so we’re focused on that. So we have never had a portfolio of assets ready to go as we do this year. So.

Ken Young (28:25.92)

A mix of wind and solar and a little bit of storage that’s emerging. our aim is to put on about two gigawatts of projects this year. We try to do that every year. So this is a scaling business. How do we best scale ourselves into long-term operations? So that sounds like a two gigawatts. What does that mean? That means about eight projects all across the country, diversity of technology, different regions, big projects, is scale.

Ken Young (28:54.664)

And it takes a village. takes every single person pulling their own weight, coordinating with their left and right flank internally, and then influencing externally with vendors, lenders, partners, local community, key stakeholders to bring these projects across the line. So massive, capitally intensive business. And then we’re poised to execute. So we finished a good year last year and around all the things that went on in 2025.

Ken Young (29:23.042)

And all the announcements and true socials and tweets. I think we’re even more poised to continue to deliver this year across the board. So our teams at the ready, their focus, I like to say to them, this is the go to war team. You know, let’s, let’s lean in and get after it. So we have a number of projects that are already in the closing shoot and by closing shoot for us, that means closing our project financing. need to bring financing partners along with us to help carry the load on the investments into these projects. So that’s.

Ken Young (29:50.766)

You know, for those that are less familiar, that’s tax equity, part of our business. And then just straight debt lenders. And then we have some projects that’ll be folding out over the course of the year, try to smooth out our operations, smooth out our delivery of projects, but add to our operating base.

Kevin Doffing (30:06.126)

So I remember, gosh, I mean, it was six years ago. I remember one of my friends who’s a CEO for a developer was lamenting the tax equity because they’re like, listen, we can still get capital from the same providers, JP Morgan, whoever, at lower cost of capital. If we didn’t have this complex debt equity structure that looks like equity but walks like debt, that’s kind of going away because of the OBBB. And I think the industry’s kind of rated.

Kevin Doffing (30:36.106)

see the tax credits and tax equity sunset, maybe not the cliff that was imposed. What do you see like in the second half of the year and next year? I mean, is it still going to be the same ramp up and it’s just going to be go, go, go and underneath the hood, the financing pieces will look different or do you think projects will look different in a year, year and a half?

Ken Young (30:59.786)

Now for the time being, they’re going to look very much the same. so as an industry through the American Clean Power Association, we participated, I participated personally on Capitol Hill for months and months, bringing stakeholders along. We participated after the legislation was passed. And during that period where there was guidance in question from treasury to come out with the same guidance. So the premise of is there life after tax credits? Yes. We subscribe to that. yeah.

Ken Young (31:29.01)

And I think the industry is there and for the reasons you mentioned, it’s, it’s complex and it’s not as simple. And, know, it is time for us to stand on our own two legs and we’re well ready for that. But given the complexity of the day and how long it takes to put these projects together, moving the business case to something that was different right in the middle of contracts that already signed, it would have been chaotic. It would have cost more projects than we’re already.

Ken Young (31:56.14)

you know, that had already been caused last year around permitting and other issues. So that’s why we fought for stability. We’ve been working on these projects for years and years and years. In certain cases, we’ve signed contracts. The business case is either baked or half baked. So as I look at the reconciliation or the one big, beautiful bill, as it related to clean energy, it was let us finish what we started. And I think that’s what Congress voted on. Let’s finish what we started without pulling the rug out.

Ken Young (32:21.568)

And that was actually signed into law and then underscored by the treasury guidance and how we qualify for the tax incentives. So for us, that meant, okay, we have stability in the short run. That’s going to take us out through the end of 2030. Let’s execute under that paradigm. Because that’s where everybody is. And as we get closer to the end of 2030 and the tax credit sunset, then let’s start to adjust our cost paradigm and our, our price paradigm. So how do we all contribute to profitable projects?

Ken Young (32:51.552)

where all the key stakeholders, the off-takers, the vendors on the service side, the engineering, procurement, construction companies, along with our original equipment manufacturers, those making turbines, modules, battery systems, lenders, all can participate and can all share in the growth of renewable energy. And that’s, that’ll have to adjust over time, but doing that in a moment with, you know, these large institutions could have been really detrimental to the business. So.

Ken Young (33:19.892)

We were good to see the short term and short term is three or four years in our world. Yeah. You know, and stretch it out to 2030 and then we’re off in a new paradigm. So I think you’ll see more of the same. You’ll see people trying to execute what they have at the ready. These projects they’ve honed in the development phase for years and years. I think what you’ll also see is where we’ve been is being cautious about large capital allocation. So when do we buy wind turbines? When do we start services?

Ken Young (33:48.726)

And that goes to all the announcements we’ve seen around, you know, really lack of support on the permitting side or other federal actions to impact our business. Thankfully, we don’t need a lot from the federal government. know, offshore is its own thing. We don’t work in that, that area. So they’re managing that. I appreciate what the actions they’re taking in the short run here to get back on to executing the projects that they’re already out there. But when you talk about private lands.

Ken Young (34:17.525)

which is for Apex, 100 % of our projects, we hardly need anything from the federal government. And for me, what you do on private lands and what you do in a local community is very much American. know, let the local community decide. And that’s a very conservative principle. And if local community decides that, know, wind or solar storage are good for their community and we’re on private lands and we’re being thoughtful around neighbors and all the things that would go into a local ordinance or into

Ken Young (34:46.606)

You know, just good prudent practices. I don’t see any problem with that. see that as growth and capitalism and you know, American. So that’s where we are, but it does impact our business from a capital perspective. We need to pause and make sure, you know, there’s not a gotcha. And in most cases, we don’t need a whole lot. So if there’s not a gotcha, we will allocate the capital when we’re fully de-risked and we’ll, move into that. And maybe I’ll just add, look, we’re developers at heart. We’re going to take the most risk. So we’re going to invest.

Ken Young (35:16.538)

And we’re going to continue to invest in developing projects because this renewable business over my 20 years, really cyclical, we’re up, we’re down, and we’re getting to a place where we’re really mature. Yeah. But we need to bring lenders along with us and we need to bring manufacturers along with us. And those are people that have different, a different set of investment criteria, a little bit more conservative in certain parts, but we also need manufacturers making investments years ahead of when we need to call on that demand. So, you know, they need some stability.

Ken Young (35:46.336)

And so that’s what we’re after as much as we can. think we can, we can do our part by bringing projects that are at the ready and continuing to prove that it’d be nice to have some, some help from the government to settle things down. But you know, this is where we are.

Kevin Doffing (35:59.502)

Yeah, no, I mean, I think a lot about, you know, when I was in Iraq, you know, I remember I was talking to Seale, you know, we were attached with and we were doing some stuff and, know, speed is their form of security, right? They’re silent. My guys were more like young puppies with paws too big. Like we’re kicking over everything, you know, great guys, but, you know, they’re like, ah, man, what are we going to do? I’m like, going take that guy who’s a poor meth head. That guy’s a former gangbanger. You know, this guy like, you know, ate a box of rocks before we got out here.

Kevin Doffing (36:28.046)

And we’re going to put down security and we’ve got this whole thing locked down and we can do whatever we need to inside this perimeter that we’ve just set up in city. And you know, stability and certainty and patrolling is a great form of security. And it’s a great way to run an economy and have a business. Like once you know the rules of the game, that’s why I love like split administration and Congress. Like where one party does not have full control because they kind of get locked up and it’s like, okay.

Kevin Doffing (36:57.666)

I may not like all the rules, but I know the rules aren’t going to change anytime soon. Now I can just get to work, maximizing profitability on whatever it is I’m doing inside the constraints of the rules that are set for the next X years. And I think that’s, that’s going to benefit this industry. Cause the thing I love about our industry is it’s the fastest growing segment of the energy industry. I just love energy and spent my first 10 years in oil and gas, which if anyone who thinks the solar coaster is a crazy ride to be on,

Kevin Doffing (37:27.224)

Try being in the boom bust cycle of oil and gas where they almost want to roll up the sidewalks in Houston during a bust. mean, just imagine the fourth largest city in America going, we’re screwed. Like, it’s a whole different feeling.

Ken Young (37:42.574)

Well, maybe just to kind of tell you where we are and you think about Apex started in 2009, right after the financial crisis, that seemingly was a terrible time to start a wind business. were walking away from development at a quick pace. And so we decided to start and looking back over history, that was a great time to start a wind business. And so we see this is a great time to run into development assets. so, you know, obviously from the execution and deploying our capital, obviously certainty is what.

Ken Young (38:10.83)

we are after as an industry, as a business community. Maybe I’ll just add one more point too. I, and I was back to the Americanism and, you know, good for the local community and all those things, but I don’t know this notion and maybe there’s some fault on our industry for, you know, swinging a little too far to the democratic side or what have you. Look, we sell electrons. We’re in the power business. This is not a partisan issue. This is about economic growth.

Ken Young (38:39.328)

It happens to be in the form of renewable energy, which has some other nice side benefits that we talked about earlier. And one way I mentioned it to my friends or family is like, this is not the face of woke. You know, I am not, that’s not who I am. I want to be a thoughtful, considerate leader. want to be respectful of everybody. I want to be respectful in our local communities in which we’re working and we want to try to find a match wherever we can. But you know, I think the industry and through American Clean Power Association has tacked more to the middle.

Ken Young (39:08.63)

of trying to be non-partisan, non-political. And so I think we need to continue to do that. We also need to stand up for what is right and how we can best move forward this industry. So I’m happy to plug into it. And we just have so much, this demand from these hyperscalers for the moment is seeing us through and it is incredible and just an insatiable appetite for power. And the good news for us is we’ve invested into it.

Ken Young (39:35.882)

And 93 % of all new power coming online the last couple of years is coming from renewables because we have built out our supply chain. We’ve invested in these projects and we’re at the ready to deliver. So let’s get on with delivering it. And so that’s what we’re excited about this year at Apex in 2026.

Kevin Doffing (39:51.788)

I think that’s great. And I’d be remiss if I didn’t take the time, you know, while you’re here, Ken, to really talk about before you have to go, because I know you’re busy, is, you know, what kind of advice you have for veterans that are dialing into this, right? Like, so you’re the first CEO we’ve had on here. I guarantee you there’s somebody sitting in their barracks, looking at getting out, looking at this industry and going, okay, how do I become a CEO? I mean, like, I remember I was that, you know,

Kevin Doffing (40:19.768)

person who didn’t understand what it meant to be a CEO and just had this like stars in your eyes of like, I’ll get into the private sector. And of course I want to be CEO. Who wouldn’t want to be CEO? Not really thinking through the practicalities, the commitments, these kinds of things. I always ask, what’s your advice for veterans? But more specifically for the people that have that really top of the mountain aspiration, what is your advice for those veterans?

Ken Young (40:45.514)

Yeah, I’ll start a little earlier than that. When you’re thinking about making a transition into this industry or really any other, you need to put in the work. I’m a worker. So that’s what I know. But to think that you’re going to transition and all these leadership skills, which I fully subscribe to and I fully underwrite are just going to immediately transition. Yeah. You got to get people on board with that. You got to come in and prove your metal. So first is as you’re thinking about making a transition, put in the work.

Ken Young (41:15.198)

Learn, read, listen, you know, connect with people and come to those meetings prepared as much as you can. And you might be way off base, but for me, when I meet someone that’s like, have put in the work, I’ve talked to this person, I’ve talked, I’ve read this book, I’m in this journal. And they might be wildly off base because you don’t know until you’re in the arena, but it shows that there’s a want. And this is something they want to be a part of that. think that’s critically important. You’ve got to put in the work. Second is nothing’s going to be handed to you.

Ken Young (41:45.122)

So, you know, continue to network, find people, find openings. always said like, renewable energy is much easier as a profession than it is to get into renewable energy. You know, while we’re creating jobs and doing all these things, the jobs are at times hard to come by. There’s somebody already doing that job. You got to look for growing enterprises and be willing to, I hate to say it this way, but be willing to take a step back to take a step forward. And I have moments in my career where I’ve done that, but you know,

Ken Young (42:13.932)

You’ve got to get, to speak, the civilian population on board with what you’re going to bring as soon as you learn the language and the tools and techniques and procedures of the business. very specific advice, pick a functional area. know, learn the business from an aspect. So most of us that come out as, as officers are coming out as generalists. So we sell general management and I was lucky enough early in my career to get a functional area. It’s called asset management.

Ken Young (42:42.574)

for us, means business management of our operating projects. But really it meant I could jump into lots of things given the formative state of the company I was with. But my strong advice is don’t come out and be a generalist because you don’t know the general nature of our business. You know, you don’t know if the turbine blades go in the air or they go in the ground. And so pick a functional area and learn everything you can about that. And then be willing to come in and right seat right, if you will.

Ken Young (43:09.784)

connect, learn, know, Barrett coming out at a very senior level position. I think I’ll just speak about some of our private conversations. The future is very bright for him. He’s a very smart, capable leader. I told him early in his time here, said, the future is bright for you. You need to go get your badges and tabs. You need to go to the schools. You need to learn the language. You need to put in the work. You’re not going to be credible as a senior development leader. If you haven’t carried the bag.

Ken Young (43:37.582)

You know, and so, you know, we have the benefit as, as young officers of going to schools and, know, getting out there with the platoon and doing, you know, rolling up the sleeves and that creates credibility and leadership. You don’t just pop out to be a senior muckety muck of development by not having been out there and learning business. And that gives you some credibility. You have to do that for 10 years. You know, you need to be able to show, okay, I have this leadership experience, but I’ve also gotten this practical experience. Now I’m measuring the two together.

Ken Young (44:07.086)

And that’s a pretty powerful combination. So, you know, he’s, he’s on his path of badges and tabs and schooling and carrying the bag and tracking through the woods, you know, a couple of deployments in there, if you will. And, uh, you know, he’ll come out the other side as a, as a very senior leader. I trust that’s for us, you know, down the line, but if it’s not for us, it’ll be, it’ll be somewhere else, you know, no question about it. So that’s my advice, put in the work, pick a functional area, learn all about it, kind of find your direction, find your purpose. And then.

Ken Young (44:36.674)

work like hell to find a match.

Kevin Doffing (44:39.318)

Yeah. And to another thing to just, you know, get Baird to work. is our Austin chapter lead. So if you happen to be in the Austin Texas region, he’s putting together happy hours and different meetups while we’re there.

Ken Young (44:50.222)

He’s a great guy too. And yeah, he’ll really tell you about his transition and where he is on his journey. Yeah. Future is very bright for him and he would be a great person to connect with.

Kevin Doffing (45:00.512)

Or you could be like he and I yesterday and we just were talking about kids for 20 minutes, our own kids, not other people’s kids. That would have been weird. Well, Ken, listen, I really appreciate you making the time for this. You know, I appreciate your support of the mission here with Project Vanguard and look forward to, you know, just collaborating more and seeing this industry grow. And, you know, our mission is to double the number of veterans in the industry. We want to get to where one in five energy workers are veterans. And I think this is a good step in that direction.

Ken Young (45:28.13)

I love it, Kevin. Thanks for all you’re doing to support the industry and veterans alike and trying to find this match. And to all those veterans out there, welcome, come on in. I mentioned, this is a place where I found purpose and I found a home and it hasn’t been without challenge. We’ve moved all across the country and back again, but you know, I’m so proud to work in this industry. I’m very proud to work here at Apex and represent our wonderful team. And I would love to have more veterans in our space for all the quality attributes they bring.

Ken Young (45:57.612)

and all the go forward that it can help our industry continue to grow and thrive. So thanks for what you’re doing and thanks for having me today.

Kevin Doffing (46:03.552)

Awesome. Thanks, Ken. I appreciate it. Thanks for tuning into the Project Vanguard podcast. If this episode sparked something for you, share it with someone who’s ready to think differently, whether it’s about an all-the-above energy approach, how energy security is national security or the veteran workforce in our industry. If you believe what we’re building, a quick review goes a long way. You can do that wherever you get your podcasts. Until next time, keep up the fire.

]]><![CDATA[Reality Always Collects the Bill with John Broschak]]>https://media.projectvanguard.com/p/reality-always-collects-the-billhttps://media.projectvanguard.com/p/reality-always-collects-the-billWed, 04 Feb 2026 21:45:16 GMTMost people talk about veteran transition like it is a single leap.

One decision, one résumé, one magic network connection, then the new life locks in.

In the newest Project Vanguard episode, Kevin Doffing and John Broschak say the quiet part out loud: transition is a rough road, and the people who do best are the ones who stop waiting for perfect conditions and start building real momentum.

John’s path runs through the Navy nuclear pipeline, into the utility world, into leadership, and into coaching veterans who are trying to do the same kind of reinvention without losing their identity in the process.

Subscribe now

The nuclear mindset is not just technical, it is trust

John’s early career has one of those lines that makes civilian life feel strangely soft around the edges.

You’re operating a nuclear reactor with 16 year olds, I think they’re all 18 year olds, but 18 year olds with their hands on.

That responsibility does something to you. It calibrates your standards. It also shows you what real systems look like when failure is not allowed.

And it comes with a lesson people forget when they argue about energy like it is a team sport: the job is to make the system work. Not to win a comment section.

That is the Project Vanguard lane. Less ideology. More execution.

Transition is not a vibe, it is a campaign

Kevin frames it in a way that every veteran immediately understands. You can’t run a mission on wishful thinking.

your happiness is equal to reality minus your perception of reality.

That is not motivational content. That is a warning label.

If your perception is “one phone call and someone places me,” reality is going to collect that debt fast.

John says it even more plainly:

Yeah, this is going to be a rough road.

So the question becomes: what do you do with that truth?

You plan like an operator, not like a tourist.

Your story is a tool, learn to carry it

John’s advice is not “network harder.” It starts with something more fundamental: own your value and be able to communicate it.

Number one is confidence that you have value to offer. And get comfortable with how you’re going to tell your story, how you’re going to project that value proposition.

This matters because hiring managers rarely get the “ideal candidate” on paper. They are making a bet on impact, speed to contribution, and whether you will actually stick around long enough to be worth the onboarding burn.

Your story is how you help them justify picking you.

And no, it does not have to be dramatic. It just has to be clear:

  • what you did

  • what that proves about how you operate

  • how that transfers to their world

Subscribe now

Growth often means letting go of status

One of the more underrated themes in the conversation is how easy it is to get trapped by the prestige of being “the person” on a niche program, even if it stops being the right fit.

John describes stepping into a new utility responsibility and learning fast, including the less glamorous parts of the nuclear world, like waste storage and the practical limits utilities face.

Underneath that is a bigger point: sometimes the next move looks like a lateral step or a “less shiny” title, but it is actually the route to broader capability.

That is how careers get built in the real world. Not in a straight line. More like switchbacks.

Coaching is not therapy, and it is not consulting

John also talks about coaching in a way that will resonate with vets who hate fuzzy language but still want to level up.

It’s different than consulting. It’s different than advising. It’s different than therapy. It’s its own unique skill set.

That distinction matters because a lot of veterans do not need inspiration. They need clarity, translation, and a plan they can execute without pretending everything feels great.

Final Thoughts

When that support exists, transition stops being an identity crisis and becomes a skill-building season.

If you take one thing from this episode, take this:

The energy industry does not need louder takes. It needs more adults in the room. Veterans are built for that, not because we are perfect, but because we know how to show up when the conditions are messy and the mission still matters.

So keep your expectations honest, keep your story sharp, and keep moving even when it feels slower than you wanted.

That is not a consolation prize. That is how real careers, and real national capability, get built.

Share

]]><![CDATA[Who Pays, Who Connects, Who Delivers]]>https://media.projectvanguard.com/p/who-pays-who-connects-who-delivershttps://media.projectvanguard.com/p/who-pays-who-connects-who-deliversWed, 28 Jan 2026 15:32:08 GMT

Nothing here is new ideology. It’s execution.

Over the last two weeks, grid operators, regulators, and politicians have all circled the same issue from different angles: who pays for growth, how fast it connects, and how reliability is protected while it happens.

From Project Vanguard’s perspective, this is less about headlines and more about tightening the rules of the engagement.

Subscribe now

US green energy growth is proving hard to kill - Financial Times

The FT’s core point is not optimism, it’s inertia. Even after a sharp political shift in Washington, the underlying trajectory of the US power sector has not flipped. It’s not about picking winners and losers, it’s about battlefield conditions and maximizing force projection (regardless of the technology source).

“Despite a sharp adverse shift in federal policy — the growth is expected to come from renewables. The EIA predicts US solar generation will increase 46 per cent in the next two years. Wind power — hit by a welter of legally contentious government barriers — is still forecast to grow by 12 per cent.”

The article anchors that claim in demand growth first, not ideology.

“Advances in battery technology and deployment are also helping to address the biggest weakness of solar and wind power: intermittency. The US had 45 gigawatts of utility-scale battery storage installed at the end of 2025 — up from 26GW a year before.

That might seem small when set against the US grid’s total generating capacity of 1,300GW. But the battery boom means that stored solar power is now meeting a significant proportion of US electricity demand growth even at night, as a new report from think-tank Ember explains.

And the trend is set to continue, with another 22GW of new battery capacity expected to come online this year, according to the EIA.”

Operator takeaway: This isn’t a story about politics winning or losing. It’s a story about what the grid keeps selecting under pressure. Solar keeps showing up because it can be built quickly. Batteries keep showing up because they solve a real operational problem. Gas remains a reliable part of an all of the above American Energy Dominance strategy.

Utilities under pressure: 6 power sector trends to watch in 2026 - Utility Drive

Utility Dive’s takeaway is straightforward: utilities are being squeezed from all sides, rising demand, cost pressure, and regulatory uncertainty, and are adjusting how they plan and operate. They are also coming into the crosshairs politically since rising bills have their names on them.

“Major policy changes in the One Big Beautiful Bill Act, which axed most subsidies for clean energy and electric vehicles, are forcing utilities, manufacturers, developers and others to pivot fast. The impacts of those changes will become more pronounced over the coming months.

Market forces will also have their say. Demand for power has never been greater. But some of the most aggressive predictions driving resource planning may not come to pass, leading some to fear the possibility of another tech bubble.

At the same time, each passing day brings more distributed energy resources onto the grid, increasing the opportunities — and expectations — for utilities to harness those resources into a more dynamic, flexible and resilient system.”

The six trends:

  1. Large loads dominate planning

  2. Renewables keep growing, even under policy headwinds

  3. Flexibility becomes a near-term solution

  4. Utility spending faces tighter scrutiny

  5. Electricity prices keep climbing

  6. Storage shifts from optional to standard

Operator Takeaway: This isn’t a reinvention year. It’s a filtering year. Big loads are being screened harder, flexibility is becoming a requirement, and anything that raises costs without improving reliability is getting questioned. Teams that plan for curtailment, storage, and cost discipline will move.

Subscribe now

PJM and FERC closing the gap - Reuters | K&L Gates

PJM’s board outlined how it plans to handle AI-driven load growth without sacrificing reliability. The emphasis is on conditions, not denial.

“PJM Interconnection said it plans to require new large power users to either bring their own power generation or enter into a connect and manage framework subject to early curtailment.

Earlier in the day, the White House urged the largest U.S. electric grid to conduct an emergency power auction to protect against rolling blackouts as energy demand from data centers grows faster than the country can build new generation plants.

PJM’s measures include improving load forecasting and expanding the role for states, fast-tracking interconnections for state-sponsored generation projects, launching a backstop procurement process to address near-term reliability needs and reviewing PJM’s markets to better support investment.”

At the same time, FERC told PJM its existing tariff framework for co-located generation and load was not workable.

“FERC found PJM’s tariff to be unjust and unreasonable because it lacks clear rates, terms, and conditions of service for co-location arrangements.

PJM, which operates the nation’s largest electric grid across 13 states and the District of Columbia, has struggled to plan for and manage the significant increases in power demand from data centers. This order may prove to be a pivotal development for data centers: It potentially opens new pathways in PJM for integrating large loads with co-located generation. By directing PJM to clarify interconnection procedures and create new transmission services, FERC is enabling cost-effective project configurations that can accelerate development timelines, maintain grid reliability, and support innovative business models for both data centers and generation developers.

In regulatory parlance, a co-located load is an electrical configuration where an end-use (retail) customer load is physically connected to the facilities of an existing or planned generation facility”

Taken together, this is part of fast moving world that RTO/ISO have been thrust into in the last year.

Opeartor takeaway: This is not a slowdown signal. It’s a rules clarification phase. Co-located generation, conditional service, and staged firmness are becoming standard tools, not exceptions.

Cost allocation is moving upstream to the load - Financial Times

The push for emergency auctions and long-term contracts that force large loads to underwrite new capacity is about one thing: shifting risk.

“The administration along with governors of states including Pennsylvania, Ohio and Virginia have urged PJM — which serves more than 67mn people in the US north-east and Midwest — to hold a power auction in which big data centre operators bid for 15-year contracts to build new power plants.

Such contracts could support the construction of about $15bn worth of new power plants, with tech companies paying for them regardless of whether they use the resulting electricity, a White House official confirmed.”

This isn’t about punishing tech. It’s about preventing cost socialization from becoming politically untenable.

Operator takeaway: Expect more “load pays” structures. That favors disciplined builders and operators who can execute to contract terms over long timelines.

More Power That’s Faster and Fairer (Roundtable) - Energy Capital Podcast

This is a great Texas-first energy podcast, and this episode marks a shift in format as the show moves into a new chapter with new hosts and a roundtable-style discussion. I’ll always be a big fan of Doug Lewin and what he’s built. It’s great to see the platform growing, even as he moves onto a new chapter with Google.

The conversation stays grounded in Texas realities. Load is arriving faster than the grid can plan and build, and the hosts focus on what that means for reliability, transmission, and cost allocation in an energy-only market. Data centers are part of the story, but the real focus is speed and uncertainty.

It’s a strong listen if you want a practical, state-level view of where grid debates are heading next, without getting lost in national talking points.

Share

]]><![CDATA[Before You Build More Power, Fix the Leaks]]>https://media.projectvanguard.com/p/before-you-build-more-power-fix-thehttps://media.projectvanguard.com/p/before-you-build-more-power-fix-theWed, 14 Jan 2026 13:15:49 GMTMost energy conversations start with one assumption: we need to build more.

More generation, more megawatts, more infrastructure. That matters, but it skips over a quieter truth hiding in plain sight. The fastest way to strengthen the grid isn’t always adding supply. It’s reducing waste.

On the Project Vanguard Podcast, Air Force veteran and energy entrepreneur Alex Mouton explains why energy efficiency is one of the most overlooked tools in American Energy Dominance, and one of the most practical paths for veterans looking to build something real in this industry.

From the Flight Line to the Grid

Alex didn’t leave the military thinking about HVAC systems or utility programs. He was an F-15 crew chief, trained to follow procedures, work checklists, and fix problems under pressure.

Like a lot of veterans, when he got out he wasn’t searching for a grand theory. He needed a job that paid the bills and rewarded execution.

That opportunity showed up through utility energy efficiency programs most people never notice. Utilities are required to fund this work, and ratepayers already contribute to it every month. The money is there. What’s often missing are contractors willing to do the work consistently and at scale.

As Alex put it, once he understood the structure, the business case was simple.

“They said if you do the work, we’ll pay you this amount. I asked what happens if I do it ten times. They said we’ll pay you ten times.”

That insight turned into a company, then into dozens of jobs, and now into work across multiple states.

Efficiency Comes First

One of the biggest misconceptions Alex pushed back on is the idea that sustainability starts with shiny new infrastructure.

In practice, efficiency comes first. You can add solar, batteries, or new generation, but if buildings are leaking energy and systems are neglected, those investments never reach their full value.

Running a system with waste baked in is like running a business with negative cash flow. You might look fine on the surface, but eventually the math catches up.

Efficiency tightens the system. It lowers demand. It buys time. Only then do supply-side investments start to work the way they’re supposed to.

Subscribe now

Where the Real Impact Happens

This work isn’t about swapping lightbulbs in homes.

The real gains are in schools, hospitals, VA facilities, stadiums, and large commercial buildings where energy use is constant and massive. Alex’s team has worked on everything from local school districts to the Superdome, where systems are literally the size of a house.

At that scale, efficiency actually moves the needle. It also creates real careers. These are team-based roles, trades with upward mobility, and jobs that reward discipline and accountability.

As Alex put it plainly, the work is everywhere, and demand consistently outpaces supply.

A Wide-Open Lane for Veterans

That shortage is one of the clearest signals in the entire conversation.

At industry conferences, utilities and program administrators all say the same thing. They need more contractors. The funding exists. The programs exist. What’s missing are operators willing to step in and execute.

That’s where veterans fit naturally. If you can follow a process, manage a crew, and deliver results, energy efficiency is a direct on-ramp into the energy sector. It also ties straight into resilience. Every kilowatt taken off the grid makes it easier to withstand stress, brownouts, and disruptions.

The Quiet Work That Matters

Energy security doesn’t always start with building something new. Sometimes it starts by fixing what’s already there.

Energy efficiency isn’t flashy, but it deploys fast, creates jobs, and strengthens the grid immediately. For veterans looking for ownership, purpose, and impact in energy, it remains one of the clearest paths hiding in plain sight.

Share

Timestamps:

  • 00:05 – Welcome, PV mission, guest preview

  • 01:50 – Why this mission matters

  • 03:31 – Bunker Labs, community building

  • 07:25 – Utility programs, how it pays

  • 10:22 – Scaling work, hiring, second chances

  • 12:46 – Energy service pros explained

  • 16:39 – Resilience, brownouts, efficiency first

  • 20:45 – Alex’s path, Air Force to business

  • 22:57 – Best and hardest parts

  • 27:23 – Advice for veterans entering

  • 29:26 – Trades, staying busy, skill stacking

  • 31:05 – Entrepreneurship mindset shift

  • 35:08 – Conferences, AESP, final takeaways

Resources:

Guest & Company
Alex Mouton - LinkedIn
M3 Services - Website & LinkedIn

Company & Industry News
Alex Mouton at AESP, The Blue Couch
AESP - 2026 Annual Conference & Expo
Bunker Labs, Syracuse IVMF overview

Project Vanguard & Kevin’s Platforms
Project Vanguard - Website, Events, and LinkedIn
Kevin Doffing - LinkedIn

]]><![CDATA[Geopolitics and Megawatts - Reading & Podcast Picks - Jan 6th 2026]]>https://media.projectvanguard.com/p/geopolitics-and-megawatts-readinghttps://media.projectvanguard.com/p/geopolitics-and-megawatts-readingTue, 06 Jan 2026 18:35:06 GMTWelcome to 2026.

The year opened with a reminder most veterans don’t need explained: when energy gets unstable, everything else follows.

Venezuela went from background noise to front-page reality. Fast. Maduro’s out. Oil majors are in. Meanwhile, the U.S. stepped in with the stated goal of stabilizing the country, with American companies expected to finance and operate the rebuild.

First of all, I just want to highlight the extreme technical and tactical exhibition a combined arms effort put in during the raid that extracted Maduro. There’s a lot of jaws hanging open seeing the operational excellence demonstrated that night.

Now, let’s hope we’re not looking at Iraq 2.0 in implementing regime change.

Markets and geopolitical actors have been quick to react, but the implications will take a while to shake out. Strip away the talking heads and the throughline is clear. This wasn’t just an oil move. It was a minerals move. That’s why Greenland is being talked about again on the heels of Venezuela.

Control of critical resources has shifted from a background concern to an explicit strategy, and everyone noticed.

“You have steel, you have minerals, all the critical minerals,” Commerce Secretary Howard Lutnick told reporters aboard Air Force One with President Trump late Sunday. “They have a great mining history that’s gone rusty.

That framing matters. BRICS nations responded quickly. European governments paid attention. Colombia’s president publicly pushed back with a “come and get me.” What would have sounded like saber-rattling a year ago now reads as contingency planning. In a matter of days, the previously politically impossible moved into the realm of the thinkable.

That shift is the story.

The energy world has always been a live case study in how history repeats itself. When energy becomes uncertain, debate gives way to action. Rules soften. Lines blur. Timelines compress.

Zoom out and the pattern is familiar. Under pressure, nations pull two levers. One outward: secure supply directly. The other inward: build systems that rely less on fragile supply chains and friendly politics. Anyone who’s planned real logistics knows those aren’t competing strategies. They’re layers. You don’t pick one and hope. You stack them.

What makes this moment different is what’s happening quietly elsewhere. Africa just set a record for clean energy installations, driven less by climate rhetoric and more by reliability, independence, and cost. When imports are risky, domestic power stops being a preference and starts being a security asset. That lesson isn’t ideological. It’s learned the hard way.

That’s the backdrop for this week’s reads. Oil, grids, clean energy, and planning reform are no longer separate conversations. They’re one operating picture. And 2026 made that clear early.

Subscribe now

Markets Reprice Control, Not Just Commodities

Markets usually move before policy memos catch up. The last two weeks were no exception.

U.S.-linked critical minerals stocks have quietly firmed up. Not a surge. A reweighting. Lithium, uranium, copper, and rare earths tied to domestic projects have seen renewed buying as Venezuela put resource control back on the table and tariffs crept into forward assumptions. The key signal is timing. The move abroad and the push to lock in supply at home are happening at the same moment, under the same logic.

“Trump touched only briefly on rare earths in his remarks, but geologists strongly believe Venezuela also has vast stores of various rare-earth and critical minerals,” added Fung. “The potential for extracting such riches from Venezuelan soil has been barely (and inefficiently) tapped, and what little has been tapped has generally ended up in China.” - Barrons

Lithium extraction

Lithium Americas saw fresh volume after a rough 2025, with federal loan backing now reading less like subsidy and more like strategic insulation. MP Materials moved higher on heavy volume as US magnet offtake moved forward and “critical minerals” re-entered national security language. Uranium names like Uranium Energy Corp extended gains as fuel security continues to outrank price sensitivity. Meanwhile copper has reached its highest price, ever.

China is the quiet variable in every model. If minerals are leverage, there is little incentive to flood markets and suppress prices. Restricting supply hardens bargaining power. And in a world where every delay carries a security cost, time itself becomes expensive.

Tariffs matter here. Even the expectation of tighter trade rules raises the value of jurisdiction-safe supply. When imports get more expensive or less reliable, domestic projects don’t have to win on cost alone. They win on certainty.

Put it together and the signal is clear. Markets aren’t betting on a commodity spike. They’re pricing control, location, and alignment. In a world where energy and minerals are back in the security column, that premium makes sense.

Subscribe now

Why One-off Federal Investments Won’t Make or Break US Critical Mineral Supply - Resources Magazine

A recent analysis makes a fair technical case: one-off federal investments won’t suddenly make the U.S. competitive across every critical mineral supply chain. Mining is capital-intensive. Processing is expensive. Equity stakes alone don’t rewrite global price dynamics.

“Recent federal actions to support the burgeoning US critical minerals industry lack a clear strategy to address national security and short-term priorities… and raise several economic questions about long-run durability, competitiveness, and cost-effectiveness.”

That critique matters if the goal is clean economic optimization. But that’s not the operating environment anymore.

The article itself draws the most important line, even if it stops short of fully embracing it. Where the government paired equity with price support and long-term offtake, the intervention matched the moment.

“While interviewees generally viewed the deal with MP Materials as a national security priority and therefore a necessity, the deals struck with other projects—such as Lithium Americas, Trilogy Metals, and Vulcan Elements—prompted more questions. Some voiced concern over whether the decisionmaking was based on robust techno-economic and environmental impact analyses, if a compromise was struck on investing in more strategic projects in favor of immediate solutions, and the connections between the administration and selected projects.”

That contrast doesn’t argue against intervention. It clarifies which tools actually work when time and security matter more than near-term efficiency.

What’s changed since many of these policies were conceived is context. Venezuela. Tariffs. Record copper prices. China regularly using export controls, even if they have ceased for now. These pressures are landing at once. In that environment, waiting for perfect techno-economic alignment isn’t neutral.

The US government is making moves that favor the stick over the carrot, meanwhile:

Experts also agreed on the need for bilateral and multilateral international agreements, especially with allies like Australia and Canada, as the United States has limited mineral-processing capabilities.

Podcast Pick - Venezuela: Trump’s pipeline dream? - Reuters

Worth a listen if you want the market-level view of how Venezuela could rewire energy flows.

“U.S. action in Venezuela sets the stage for a major shift in global energy flows. But rebuilding Venezuelan output from 900,000 barrels per day to its former glory will take years, billions of dollars, and political stability that’s still far from certain.”

This episode is a clean way to connect geopolitics to on-the-ground implications without getting ideological. It reinforces the weekly theme: energy security is operational, and the grid clock doesn’t stop while the world gets loud.

Final Thoughts

This week was a reminder. Markets move on headlines, but systems move on build rates.

We can argue about energy, or we can execute it.

Reliable power. Clear communication. Veteran execution.

Share

]]><![CDATA[Energy Needs a New Pitch, Veterans Are It]]>https://media.projectvanguard.com/p/energy-needs-a-new-pitch-veteranshttps://media.projectvanguard.com/p/energy-needs-a-new-pitch-veteransThu, 18 Dec 2025 11:15:29 GMTRenewable energy did not start as a partisan issue.
And it does not need to be one now.

That was one of the clearest messages from Jim Adams, a Coast Guard veteran and President of North American Operations at Natural Power, during his conversation on the Project Vanguard Podcast.

Energy is infrastructure. It is reliability. It is national security. And when the conversation drifts into ideology instead of outcomes, everyone loses.

Subscribe now

From Search and Rescue to Energy Infrastructure

Jim Adams did not plan a career in renewable energy.

He started in the Coast Guard, serving in search and rescue and maritime law enforcement on the St. Lawrence Seaway. Years later, he spotted a wind farm in Vermont and realized something important: this industry was building real infrastructure that mattered.

He went on to help build Natural Power’s U.S. operations from the ground up, working across utility-scale wind, solar, and energy storage. Today, he sits at the intersection of engineering, finance, policy uncertainty, and grid reliability.

What carried him through that transition was not technical expertise alone.

It was the discipline, communication, and calm decision-making forged in uniform.

“I think people under-leverage the less tangible skills you get from military service. You don’t realize how valuable they are because you’re immersed in them.”

The Skills Veterans Forget They Have

One of the most honest moments in the conversation came when Jim described the quiet shock of leaving the military.

In uniform, accountability is shared. The mission is clear. The stakes are obvious.

In the private sector, incentives change. Camaraderie thins. People drift.

Veterans often adapt quickly on paper, then look up years later and realize what they miss is not rank or structure. It is trust and shared purpose.

That gap is exactly where Project Vanguard operates.

Not as a jobs board. Not as charity. But as a network that helps veterans translate experience into impact, and reconnect with people who speak the same language.

Networking Is Not About Asking for a Job

Jim was blunt about one of the biggest mistakes veterans make when transitioning into energy.

Applying cold to job postings without understanding the company, its role in the industry, or its culture.

He shared real examples of veterans who reached out through Project Vanguard, not asking for a job, but asking questions. Those conversations redirected careers toward better fits, saved time, and opened doors that applications never would have.

“If you ask for advice, you’re more likely to get an opportunity. If you ask for a job, you’re more likely to just get advice.”

That mindset shift matters. Energy is a relationship business. Trust travels faster than resumes.

Subscribe now

Depolarizing Energy Starts With Credible Messengers

Jim made something clear that often gets lost in public debate.

Renewables used to be practical. They still are.

Wind, solar, storage, and gas coexist in real project work every day. The polarization came later, driven by messaging failures and the wrong messengers.

Veterans cut through that noise.

Ten percent of the clean energy workforce are veterans. They understand reliability, redundancy, logistics, and risk. They do not need to argue ideology to explain why energy diversity matters.

“If your pitch isn’t working, get a new pitch. Or get a new messenger.”

Veterans are that messenger.

They speak from experience. They understand national security. And they can talk about energy without turning it into a culture war.

Why This Community Matters Now

Jim did not join Project Vanguard because he needed another commitment.

He joined because the mission made sense.

Support veterans.
Build reliable infrastructure.
Keep energy focused on outcomes, not teams.

That combination creates jobs that last, strengthens the grid, and rebuilds trust in an industry that affects every American household.

This is not about choosing sides.

It is about choosing competence.

Final Thoughts

Energy security is national security.
And credibility matters.

Veterans bring both.

As Jim Adams made clear, the future of American energy will not be won through louder arguments, but through better leadership, better messengers, and stronger communities.

Project Vanguard exists to make that happen.

If this conversation resonated, share it with another veteran, join the community, and keep building the future together.

The mission is still on.

Share

Timestamps

  • 00:00 - Show intro, mission, guest setup

  • 01:35 - Introduction

  • 02:31 - Veteran fly fishing orgs, funding and impact

  • 04:28 - Jim’s work, what Natural Power does

  • 06:02 - Coast Guard background, early path

  • 09:46 - Networking and business development reality

  • 17:28 - Transitioning out, identity and momentum

  • 19:36 - Veterans underuse soft skills and networks

  • 25:08 - Why Jim joined Vanguard, depolarizing energy

  • 33:46 - Policy uncertainty, long-cycle project planning

  • 39:18 - Hiring vets, brand awareness, name recognition

  • 41:49 - Advice for vets entering energy

  • 44:26 - Vanguard example, helping vets find fit

  • 46:40 - Final thoughts and Kevin’s outro CTA

Resources:

Company & Industry News

Organizations Mentioned

External Podcasts Mentioned

]]><![CDATA[What Really Changed In Energy This Year]]>https://media.projectvanguard.com/p/what-really-changed-in-energy-thishttps://media.projectvanguard.com/p/what-really-changed-in-energy-thisTue, 16 Dec 2025 18:00:34 GMT

If you work in energy, 2025 felt like the year the map got redrawn while you were already on patrol.

Forecasts that were flat for a decade suddenly spiked. Policy flipped, then flipped again. States blew past clean power milestones while the federal government tried to slam the brakes on renewables and then got checked by the courts.

Underneath all the noise, a handful of stories actually moved the ball for reliability, affordability, and American strength. This is a tactical brief on those stories, written for veterans, builders, and operators who care more about execution than ideology.

Subscribe now

1. Load Came Roaring Back

For years, planners assumed demand was basically flat. That world is officially gone.

Grid Strategies looked across the country and found that in just four years, the five-year forecast for power demand growth increased by a factor of six, driven heavily by data centers and new industrial load. (Grid Strategies)

Texas shows how fast this can move. ERCOT is facing more than 230 gigawatts of large-load interconnection requests in 2025, up from about 63 gigawatts at the end of 2024, with over 70 percent coming from data centers. (Chron)

That is not a forecast problem. That is a force-planning problem.

Operator takeaway: If you are in transmission, generation, or large-load siting, assume higher demand is the new baseline. The question is not whether load grows, it is whether we grow the right mix of capacity and flexibility in time.

2. Data Centers vs The Grid

AI and cloud are no longer abstract “tech trends.” They are steel, concrete, and megawatts.

Industry estimates say data centers alone could represent close to 10 percent of U.S. load by 2029, depending on how fast the buildout actually happens. (Grid Strategies)

In places like Texas and Virginia, communities are already pushing back on water use, land use, and rising power bills. One recent report counted tens of billions in data center projects stalled or cancelled after local opposition and cost concerns. (The Guardian)

So we have a tension. The same infrastructure that powers AI advantage can also strain local grids and trust, if it is done badly.

Operator takeaway: Veterans and builders are uniquely positioned here. Someone has to design large-load projects that behave like good citizens, not bullies. That means flexible load, on-site resources where it pencils, and early engagement with communities instead of legal fights at the end.

3. Big Loads are Getting a Rulebook

For a long time, interconnecting load was treated like a local utility problem. That made sense when a new facility meant a few megawatts and a slow ramp.

AI data centers broke that model.

By late 2025, DOE basically signaled, this is now a national priority. They pushed FERC to move on large-load interconnection procedures, explicitly tied to data centers and U.S. competitiveness.

rapidly accelerate the interconnection of large loads, including data centers (DOE)

The DOE’s October 23, 2025 letter frames it as urgent and argues that large loads connecting directly to the interstate transmission system belongs inside FERC’s jurisdiction. FERC followed with an ANOPR process in Docket RM26-4-000, and even extended the comment period, which tells you this is real and contested. (Federal Energy Regulatory Commission)

At the same time, NERC started treating large loads as a reliability issue, not a curiosity. Their Level 2 Alert points to multiple events in 2024 and 2025 where 1,000+ MW of unexpected large-load reductions occurred, and calls for better interconnection processes, modeling, and operational communication. (NERC)

Operator takeaway: This is the beginning of a new era where data centers and other big loads do not just “show up,” they get studied, modeled, scheduled, and held to standards that protect everybody else on the system. If you’re building, siting, financing, or operating, you need to track this like you’d track a new theater-wide ROE.

What to watch next:

  • FERC’s Large Loads ANOPR, RM26-4-000, where the rules will start taking shape. (FERC)

  • DOE’s push for co-located load + generation interconnection requests, which could change timelines and cost allocation. (DOE)

  • NERC’s Large Loads recommendations and action plan, especially around dynamic modeling and operations. (NERC)

4. OBBB and the New Tax Clock

On July 4, President Trump signed the One Big Beautiful Bill Act, which “significantly modifies certain energy tax provisions in the Inflation Reduction Act of 2022.” (Sidley)

Law firms and tax advisors spent the back half of the year unpacking what that really means. In plain language:

  • Some clean energy tax credits now terminate earlier or have shorter windows.

  • Several incentives, like commercial building efficiency and vehicle credits, cut off for projects that begin after specific dates in 2025 or 2026. (IRS)

  • New “prohibited foreign entity” rules and stricter “beginning of construction” tests make it harder to qualify with loose planning or paper progress. (K&L)

One tax summary put it cleanly: OBBB “terminates or limits the duration of energy tax incentives” and replaces some flexibility with harder edges and new conditions. (K&L)

In the field, developers translated that as a simple message. The clock is ticking. Get shovels in the ground and keep ‘em moving or lose value.

Operator takeaway: If you are anywhere near project finance, development, or EPC, this is not a legal footnote. It is your schedule. Veterans who are used to operating inside hard timelines can be the adults in the room who say, “Here is what we can realistically start and finish under these rules,” instead of promising everything and missing the window.

5. Wind, Courts, and Policy Whiplash

On his first day back in office, President Trump ordered a freeze on new federal leasing and permits for wind projects on public lands and waters. That pause hit offshore wind in particular, disrupting projects like the Empire Wind development near New York. (Reuters)

In December, a federal judge in Massachusetts struck the order down. The court called the freeze “arbitrary and capricious” and contrary to law because agencies did not provide a reasoned explanation for reversing long-standing support for wind permitting. (AP News)

We’re building critical infrastructure and unforced errors like this aren’t helping us execute effectively.

This is not just a blue-state fight. Wind projects are tied to shipyards, steel, port jobs, and grid reliability in coastal states that rely on imports when the system is tight.

Operator takeaway: Policy can swing fast. Courts can swing it back. If your business depends on federal permits, you cannot assume continuity. Build redundancy into your plans. Keep relationships alive in multiple regions and technologies so one executive action does not strand your entire pipeline.

6. Texas as the Test Case

Texas may be the most useful test bed in the country right now.

According to data shared with Reuters, ERCOT is on track in 2025 to generate more electricity from solar than from coal for the first time, with solar providing about 14 percent of the mix and coal around 13 percent. Solar output is up more than 40 percent year over year, even as coal ticked up. (Reuters)

At the same time, AI-driven load growth and industrial expansion are piling into the same grid. (Chron)

So in one region you have:

  • Rapid buildout of solar and batteries.

  • Strong remaining gas fleet and fuel infrastructure.

  • Stressed transmission and rapid-fire load requests.

  • A political environment focused on reliability and cost.

If you want to know whether “all of the above” can work under pressure, watch Texas.

One reason Texas matters is it’s not unique. It’s early. Variations of this same story are playing out across PJM, MISO, CAISO, and ISO-NE, with different market rules and different bottlenecks, but the same core constraint: can we build fast enough to keep power reliable and affordable.

Operator takeaway: Veterans and operators should treat ERCOT like a live-fire training lane. Watch how they handle interconnection reform, new large-load tariffs, and capacity additions. The lessons will not stay in Texas. Other regions will copy the parts that work.

7. Follow the Money

For all the turbulence, global capital did not walk away.

BloombergNEF reports that global energy transition investment hit 2.1 trillion dollars in 2024, an 11 percent jump and a new record.

Most of that money went into renewables, grids, storage, and electrified transport. (BloombergNEF)

In other words, we are building faster than ever.

Operator takeaway: From a Project Vanguard lens, this is a hiring and execution stat. Someone has to design, build, maintain, and protect all of this new infrastructure. Veterans who can manage risk, lead teams, and communicate across civil, grid, and community lines are not a “nice to have.” They are critical path.

Final Thoughts

If you strip away the headlines, 2025 told a simple story.

Demand is rising faster than most planners expected. Federal policy just made the tax credit game more time-boxed and more complex. Courts reminded everyone that executive power has limits. Texas quietly proved that they are an all of the above state and can scale solar and storage at speed while still wrestling with real tradeoffs.

For veterans, builders, and operators, the message is clear. Energy security is national security, now feels real to more folks rather than my personal slogan. The country needs people who can read the terrain, work inside hard constraints, and still find ways to deliver reliable power at a fair price.

Over the next year, I will keep featuring the people on the ground who are doing that work, from project siting and grid operations to policy and finance.

If you are in the fight already, reply with what you are seeing from your lane. If you are considering a move into energy, especially from the military, subscribe and share this brief with someone who needs a clear picture of the road ahead.

Share

]]><![CDATA[Make Energy Boring Again]]>https://media.projectvanguard.com/p/make-energy-boring-againhttps://media.projectvanguard.com/p/make-energy-boring-againThu, 11 Dec 2025 18:44:12 GMTWhen I went on Ben Wilson’s Energy Right Podcast, he asked where my view of energy security comes from.

For me, it started in Iraq, standing next to small generators and handing out diesel so families could keep food and medicine cold for a few hours. That experience changed how I see every conversation we have now about power plants, renewables, and the grid.

Energy stopped being abstract. It became basic stability.

Subscribe now

Iraq and my view of energy

On the show, I told Ben that my idea of energy abundance comes from seeing what energy insecurity looks like up close.

If you have not lived through rolling blackouts or constant generator use, it is easy for energy debates to drift into pure politics. Once you have seen it, you start with a simple question: does this keep people powered, or not?

That is why I talk about an all-of-the-above approach. I am less interested in labels and more interested in what actually keeps homes, businesses, and bases running.

Why veterans fit the energy world

Ben and I spent a lot of time on veterans in the workforce.

The energy sector feels familiar to a lot of us who served:

  • Clear responsibility.

  • Systems that cannot fail.

  • Safety first.

  • Team environments where showing up matters.

With Project Vanguard, we try to connect those veterans to real opportunities, without pretending we can “place” people. As I told Ben, the goal is simple: help veterans get real conversations and screening calls, make sure they are prepared, then let their performance do the rest.

No shortcuts, no charity. Just a good match between the work and the people.

Subscribe now

Local trust and making energy “boring” again

Ben also asked about siting projects in rural communities. As I see it, this is where veterans are especially useful.

Developers often respond to concerns with fact sheets. Locals respond based on who they trust. Veterans who already live in those places, who show up at county meetings, can translate between “project language” and community concerns.

Sometimes it is as simple as someone finally asking, “Does water running off solar panels cause health issues?” and getting a straight answer from a neighbor they already know.

My hope is that over time, this kind of steady, local work takes some of the heat out of energy debates. If we do it right, energy becomes boring again: reliable, affordable, and not the main thing people fight about.

Final Thoughts

My conversation with Ben on Energy Right was really about one idea: veterans have a lot to offer in energy, from the control room to the county fair booth.

If you are a veteran looking for a next chapter, this sector needs your experience. If you work in energy and want more people who take reliability and responsibility seriously, veterans are worth investing in.

That is the lane Project Vanguard is trying to serve. Help veterans find good work. Help communities understand projects. Help energy stay something solid people can count on.

If that sounds like the kind of future you want to see, feel free to share this, follow along, or loop in a veteran who might be ready for their next mission.

Share

Timestamps:

  1. 00:05 – Kevin intro and episode setup

  2. 01:07 – Ben frames veterans in energy

  3. 03:31 – Kevin’s path into the energy sector

  4. 05:14 – Iraq lessons and all-of-the-above

  5. 07:09 – Project Vanguard’s platform model

  6. 10:52 – Where veterans fit in energy roles

  7. 12:53 – Culture fit, service, and community work

  8. 16:51 – Grid reliability, batteries, and costs

  9. 19:49 – Local trust, sheep grazing, and project siting

  10. 26:28 – Handling misinformation and next steps for veterans

  11. 30:58 – Doubling veterans in energy, PV resources, and closing reflections

Resources:

Guest & Company

Kevin & Project Vanguard

]]><![CDATA[How A Navy Crypto Built A Career Through Enron, VPPs, And The AI Load Surge]]>https://media.projectvanguard.com/p/how-a-navy-crypto-built-a-careerhttps://media.projectvanguard.com/p/how-a-navy-crypto-built-a-careerFri, 05 Dec 2025 11:18:26 GMTHydrogen was supposed to be the breakout tool of the clean energy boom.

Then the rules landed. Hard.

The “three pillars” froze major projects almost overnight. Capital paused. Developers hit the brakes. Monarch Energy felt the headwind like everyone else, but instead of waiting on Treasury, they pivoted to something more fundamental.

Load.

This week’s guest, Kevin Boudreaux, has spent his career reading these shifts before they hit the headlines. A Navy crypto, an Enron survivor, an early VPP architect in ERCOT, and now a senior leader at Monarch Energy, he is building multi-hundred-megawatt powered land for hydrogen, data centers, and industrial load.

His career is a map of how markets actually change and what veterans can do to stay ahead of the next wave.

Because markets shift fast. Missions shift fast.
Your network and mindset decide whether you stay in the fight.

When the Hydrogen Halo Faded

Along the Gulf Coast, hydrogen has been around for decades. The IRA looked like the moment green hydrogen would finally go mainstream: cut carbon intensity, earn tax credits, scale fast.

Then Treasury’s guidance hit.

Strict time-matching, additionality, and geography rules stalled the very projects meant to kickstart the sector. Green hydrogen didn’t die, but the simple path disappeared.

Blue hydrogen still has openings along the Gulf Coast. Everywhere else, developers needed a new angle.

Monarch widened the mission:

Build powered land that works no matter which technology wins the next round of policy battles.

The Real Scarcity Now: Interconnection

Most people think big projects are a land problem.

Inside the industry, everyone knows the real constraint is interconnection.

Utilities are clearing queues, removing speculators, and tightening requirements for large loads. Texas added special rules for projects over 75 megawatts. That means any serious developer needs clear answers:

  • What are you interconnecting to, and when does it arrive.

  • Who pays for upgrades.

  • How you perform as a flexible load on a stressed grid.

Monarch starts there. They target sites with real access to high-voltage lines and pipelines, then speak the utility’s language to secure agreements. Without a viable interconnection path, land is just land.

Why Monarch Is Betting On Load And On-Site Generation

Hydrogen is still viable in certain pockets.

But the big opportunity now is large load.

Monarch is designing sites around 600 MW-scale customers like data centers. At that size, hoping the utility catches up is not a strategy. It is a delay.

So they pair interconnection with on-site generation.

Natural gas is the workhorse today because it can be financed and built fast. Geothermal and small modular nuclear may matter later, but gas is the reliable bridge right now. In some cases, it may be the only viable path to megawatts at all.

The high-level debates keep circling ideology. On the ground, the question is simple:

Can you get power, when and where you need it, at a price that works.

From Enron To VPPs: How Markets Actually Change

Kevin Boudreaux didn’t land here by accident.

After the Navy, a family connection got him into a startup gas storage company. That led to Enron, where he helped structure and then unwind major bundled deals in bankruptcy. It was a crash course in risk, contracts, and how power markets really work.

“Try to unwind a deal through bankruptcy. You’re going to learn every facet of that deal.”

From there he moved across generation, retail power, and then MP2 Energy, where he helped design early ERCOT offerings for rooftop solar, batteries, and EVs. The SolarCity work he touched became one of the seeds of Tesla’s virtual power plant program.

Today, his own Powerwall runs inside a Tesla plan that optimizes his battery for the grid. What used to be an experiment is now routine.

That’s how markets change:

  • A small group tests a new structure.

  • Someone proves it works.

  • A decade later, it becomes standard practice.

Veterans who recognize that arc can place themselves where the next shift is happening.

The Veteran Playbook: Network Hard, Build Structure, Do The Inner Work

Nothing in Kevin’s career happened in isolation.

Every move came from relationships, not job boards.

“Every place I’ve gone in my career has been through somebody I know.”

That is why Project Vanguard exists. Veterans should not be sending résumés into a void. They should be pulled into opportunities by people who know their work.

Networking here is not salesmanship. It’s mission planning:

  • Conversations are reconnaissance.

  • Follow-through is reputation.

  • Introductions are force multipliers.

But the internal side matters too. Kevin talks about routines, discipline, reading widely, and doing the emotional work required to navigate stress, markets, and family life.

The uniform gave purpose and structure. Civilian energy work requires building both for yourself.

Your edge isn’t knowing the next acronym. It’s knowing how to learn fast, adapt under pressure, and show up for the team.

Final Thoughts

Policy will shift. Tech will swing. Loads will grow faster than grids can catch up.

What does not change is the need for people who can carry the mission and the details at the same time.

That is Kevin Boudreaux. A Navy linguist who went from Enron bankruptcy to early VPP design to building powered land for the next wave of industrial load.

Energy security is national security. Veterans have carried that weight before. The next chapter is carrying it into the grid, the field, the development office, and the boardroom.

If this hit home, send it to a veteran figuring out their next move. And if you want more real stories from the people building America’s next energy chapter, subscribe and stay with us.

Timestamps:

  • 00:06 – Intro and episode setup

  • 01:59 – Guest welcome and Monarch overview

  • 03:18 – Green hydrogen hype and IRA moment

  • 05:10 – Treasury guidance, three pillars, and project freeze

  • 07:08 – Monarch’s powered land and value stacking model

  • 09:22 – SB6, interconnection rules, and rising costs

  • 13:19 – Spain, language, and discovering Navy crypto

  • 16:49 – Leaving the Navy and first Houston energy job

  • 18:45 – Networking, mentors, and veteran career strategy

  • 22:35 – Enron bankruptcy and learning how deals really work

  • 25:56 – SolarCity partnership and early ERCOT VPP programs

  • 29:11 – On-site generation and Monarch’s bridge power strategy

  • 31:19 – Advice to younger self and veteran mindset

  • 34:04 – What Kevin is reading, inner work, and closing

]]><![CDATA[Momentum is Fighting the Headwinds - Reading & Podcast Picks - Dec. 2, 2025]]>https://media.projectvanguard.com/p/momentum-is-fighting-the-headwindshttps://media.projectvanguard.com/p/momentum-is-fighting-the-headwindsThu, 04 Dec 2025 19:44:41 GMTEvery week the energy world moves faster than most people realize. Markets shift, rules change, and new tech gets tested in real time. Some stories make headlines, others stay buried, but they all shape the work in the field.

Project Vanguard tracks it through a simple lens. What keeps the lights on. What keeps energy affordable. What strengthens American competitiveness. Think of this as your weekly sitrep for the grid, minus the PowerPoint and the 40-minute meeting that should have been an email.

This week’s pattern is simple. Load is rising fast. America is finally building and planning fast enough to matter.

1. Grid equipment makers invest in US to ease supply shortage | Reuters

The most important grid story this week isn’t flashy. It’s factories. Big ones, building the hardware everything else depends on.

“Surging demand for U.S. power transmission equipment has boosted the outlook for suppliers and led to a wave of investments in new factories. In September, Hitachi Energy announced more than $1 billion of investments in U.S. manufacturing infrastructure for grid components. Siemens, GE, Hyosung HICO and WEG have also announced significant investments.

Demand for U.S. generation step-up transformers soared by 274% between 2019 and 2025, according to Wood Mackenzie. Average delivery times were 143 weeks for GSUs and 128 weeks for power transformers in the second quarter of 2025.

Hitachi’s planned investments include $457 million for a new large power transformer facility in south Boston and $106 million for component manufacturing in Alamo, Tennessee. Siemens is building a $150 million transformer factory in Charlotte, North Carolina, due for completion in early 2026. (more investments listed in the article)”

This is the quiet kind of good news that matters. You can debate policy all day, but nothing gets built without GSUs, breakers and switchgear. A 274 percent surge in demand with three-year lead times is a real grid vulnerability, and manufacturers are finally responding with billion-dollar plants.

For veterans and operators, this is both opportunity and mission. These facilities need people who understand logistics, reliability and disciplined processes. And until this new capacity comes online, every project timeline still hangs on whether the right piece of hardware shows up when it’s supposed to.

2. US solar stocks rebound from Trump’s clean energy rollback | Financial Times

Solar spent most of 2024 in retreat. This week, the sector showed real momentum again as policy uncertainty cleared and demand kept rising.

“US solar stocks have been on a bumpy ride this year, with investors fleeing the sector over fears that the Trump administration would end lucrative tax credits for the industry. But sentiment has since shifted and a group of solar stocks are on track for double- and triple-digit gains in 2025 that outpace the S&P 500.

Shares of Nextpower, Sunrun, First Solar and SolarEdge are up 120, 77, 39 and 133 per cent, respectively, since the start of the year. Many investors feared that the Trump administration would be hostile to an industry that had enjoyed expanded tax credits under the Inflation Reduction Act. Although the ‘One Big Beautiful Bill’ still phased out some subsidies, many in the industry viewed the timeline as more favourable than expected.

The final version of the OBBB ‘was not nearly as bad as the market had expected,’ said Christine Cho of Barclays. ‘In a lot of ways a large majority of the IRA was really kept intact.’

Utility-scale solar is the fastest technology to deploy to the grid, since a gas turbine shortage has delayed new natural gas plants. The US Energy Information Administration reported that solar would account for half of new generating capacity this year.”

Solar’s rebound isn’t vibes, it’s velocity. When gas turbine shortages collide with AI demand, the fastest tool wins, and right now that’s utility-scale solar.

The sector didn’t revive because of ideology, it revived because the grid needed capacity and solar could show up on time. For veterans and operators, this is a reminder that the US energy system rewards whoever can deliver megawatts the fastest and most reliably.

Subscribe now

3. MISO to speed up power plant grid connections after US approval | Reuters

When load jumps faster than the paperwork moves, something’s gotta give. This week, MISO decided it’s the paperwork. The operator is standing up a temporary fast-track to get new generation connected before data-center demand leaves the grid wheezing.

“MISO… will fast-track the process for new power plants to connect to the grid after U.S. federal regulators approved the plan. U.S. grids have seen demand shoot up in recent months from Big Tech data centers, sending the country’s electricity consumption to record highs and creating a sudden urgency to quickly add new electricity supplies.

MISO… will reduce the interconnection study process time for some power plant projects… a temporary and targeted solution designed to bring urgently needed generation resources online quickly amid unprecedented load growth and increasing reliability challenges.

A maximum of 68 projects will be processed under the expedited program, which will sunset by August 31, 2027. The projects must show they can be up and running in three-to-six years.

MISO will start accepting the expedited interconnection requests next month, with the first quarterly study starting on September 2.”

This is what it looks like when grid operators stop admiring the problem and start moving. Sixty-eight projects might not sound like much, but in the interconnection world that’s practically a sprint.

Veterans get it: when the mission shifts, you don’t wait for the ideal plan, you clear a lane and let the units that can move, move.

4. NERC Winter Reliability Assessment | Report

NERC’s winter report isn’t cheerful, but it is clear. Demand is rising faster than supply, and several regions are exposed if the cold sticks around. The good news, buried under the warnings, is that operators are showing real gains in winter readiness.

“Two trends affecting resource adequacy across the BPS for the upcoming winter are rising electricity demand forecasts and a continued shift in the resource mix characterized by the retirement of thermal generators and growth in battery resources. After years of flat or low (~1%) peak demand growth, the aggregate peak demand for all NERC assessment areas has risen by 20 GW (2.5%) since the previous winter. Nearly all assessment areas are reporting year-on-year demand growth; some are forecasting increases near 10%. Total BPS resources have also increased since last winter, but by a smaller amount of 9.4 GW. This number includes the net change in generating capacity as well as additional demand response.”

“All areas are assessed as having adequate resources for normal winter peak-load conditions (i.e., the area’s 50-50 peak forecast). However, more extreme winter conditions extending over a wide area could result in electricity supply shortfalls. Prolonged, wide-area cold snaps can drive sharp increases in electricity demand and threaten reliable BPS generation and the availability of fuel supplies for natural-gas-fired generation.”

This is a classic “good news inside the bad news” report. The grid is still tight, but operators are sharper, better drilled and better equipped than the winters after Uri and Elliott.

Veterans know this mode well: acknowledge the threat, tighten the playbook and keep the team ready. Winter is the same enemy it’s always been, it just finds new ways to test the logistics chain.

Subscribe now

5. Power Demand Forecasts Revised Up for Third Year Running, Led by Data Centers - Grid Strategies Report

The Grid Strategies report puts hard numbers to what everyone in the field already feels — the era of flat demand is over. Load is climbing fast, and every year the forecast gets revised higher. This is the terrain we’re fighting on.

“Electricity usage is forecast to grow by an average of 5.7% per year over the next five years, with peak demand growth forecast at 166 GW, a 3.7% annual rate.”

“Over the past three years, the 5-year forecast of utility peak load growth has increased by more than a factor of six, from 24 GW to 166 GW.”

“Data centers are the largest driver of demand and energy growth, accounting for about 55% of demand growth in utility load forecasts over the next five years.”

This is one of the clearest signals yet that America’s grid is entering a new operating environment. When peak demand grows sixfold in three years, you don’t have a “trend,” you have a mission.

The upside is simple: big load means big opportunity. Steel, substations, logistics, operations, planning, all of it scales.

The challenge is equally simple: we are now racing the forecast, not coasting behind it. The teams that can build, adapt, and deliver megawatts fastest are the ones who will keep the country ahead of the curve.

6. Podcast Pick: A feast of hot takes: The defining stories of 2025 | Open Circuit

Latitude Media’s year-end roundtable hits on the biggest trend lines shaping the sector, and it pairs cleanly with this week’s theme of momentum beating headwinds. The conversation isn’t doomscrolling, it’s a clear look at the forces reshaping reliability, markets and project velocity.

“2025 was the year when the load curve finally broke through every legacy forecast.”

The hosts walk through the big drivers, from AI demand growth and industrial reshoring to the return of serious transmission planning. They also flag where politics caused turbulence, but stopped short of derailing the fundamentals.

“Even with policy swings, the buildout kept moving because the demand story never slowed down.”

“This is no longer a one-for-one replacement game. It’s an all-of-the-above expansion to keep up with growth.”

For veterans, it’s a useful high-level snapshot from people who track the data week to week. It’s grounded, fast-paced and connects the dots across markets in a way operators will appreciate.

Why This Week Matters

If you only take one thing from this brief, take this: the system is bending toward solutions, not collapse.

U.S. manufacturers are reinvesting.
Grid operators are moving faster.
Communities are shaping projects.
Regulators are preparing for the big load era, not ignoring it.

There is plenty of friction left, but veterans understand this mindset: when you see coordinated movement across logistics, equipment, planning, and communication, you know the mission has momentum.

Reliable power.
Clear communication.
Veteran execution.

That is how we keep American energy strong through the winter and ready for the next generation of load.

Share

]]><![CDATA[The AI Phantom Menace? - Reading & Podcast Picks - Nov. 18th 2025]]>https://media.projectvanguard.com/p/the-ai-phantom-menace-reading-andhttps://media.projectvanguard.com/p/the-ai-phantom-menace-reading-andTue, 18 Nov 2025 16:18:17 GMTEvery week the energy world moves faster than most people realize. Markets shift, new tech gets tested, rules change, and communities respond. Some stories make headlines, others sit buried in trade press, but they all shape the work happening in the field.

Project Vanguard tracks these developments through a simple lens. What helps us keep the lights on. What keeps energy affordable for families and businesses. What strengthens American competitiveness. Veterans understand that mission clarity matters, and these updates help cut through the noise so we can focus on results.

Below are the stories that stood out this week. They show where the pressure is building, where momentum is growing, and where leadership is needed. If you see something we should add, reply or share it with us.

Subscribe now

1. The Flexibility Question Isn’t Settled Yet - Bloomberg

Bloomberg highlights the tension at the center of the Big Load Era. On one hand, PJM’s market monitor argues that banking on flexible data-center load is unrealistic:

“The assertion that large new data center loads can be demand-side resources … is a regulatory fiction.”

They point out that hyperscalers typically require “99.999% electricity reliability”, which leaves little room for curtailment when the grid is stressed.

But here’s the other side of the field. Flexibility is not optional for the next decade. If big loads cannot shift, the grid will lean harder on new gas, more wires, and more capacity payments. That means higher bills, slower permitting, and more political backlash. Everyone loses.

My take: Innovation needs a fair shot. Companies like EmeraldAI and others trying to build real, verifiable curtailment tools are aiming to solve a problem the grid cannot outrun with concrete alone. If flexibility is impossible, we have a reliability and affordability problem. If it’s achievable, even partially, it changes the entire load equation.

This piece sets up the stakes for the rest of the week’s stories.
We need firm power and new capacity, but we also need smarter load or the math breaks fast.

2. America’s Data Center Backlash Is Brewing - The Economist

The Economist shows how fast the ground is shifting in places where data centers once sailed through approvals. Georgia is the clearest example.

“Fields are dotted with building sites. That has brought the state something else new: the politics of the data-centre boom.”

Local leaders who once welcomed tech investment are hitting pause.

“A clutch of counties around Atlanta have paused new data-centre approvals… it was rare to hear a single pro-data-centre voice in favour during town-hall meetings.”

The article highlights multiple fronts of resistance:

  • Local boards are pausing or rejecting permits.

  • Rural communities are raising concerns about land use and water stress.

  • Suburban residents are pushing back on new transmission lines, substation expansions, and fleets of diesel generators.

The article makes an important point. Some complaints are normal NIMBY issues. But a deeper frustration is growing around power bills and grid strain.

“Average power bills are up around 40% since 2019… Georgia’s PSC has approved six bill rises in recent years.”

The Economist digs into whether data centers are actually to blame. In many cases, they aren’t. Georgia’s rising bills came mostly from natural gas prices and Plant Vogtle cost overruns, not data centers.

“We find no association between the increase in bills from 2019 to 2024 and data-centre additions.”

Still, the piece warns that markets are starting to react.

“Prices at auctions for future generation capacity have soared, as data-centre growth has yanked up projected demand… the latest auction will lift bills by up to 5%.”

And the political risk is real. Regulators in both parties want assurances that big users won’t leave everyone else holding the bag.

“We will be left holding the bag… commitments need to be beefed up.”

This is why veterans matter in these conversations. Communities trust straight talk. Data centers bring jobs and opportunity, but they also bring visible infrastructure and real pressure on planning. The backlash isn’t about the tech. It’s about trust, transparency, and who is looking out for everyone else on the grid. Veterans can help bridge that gap.

3. Geothermal Shifts From Niche To Necessary - The Economist

“Techniques borrowed from the oil business could transform the moribund geothermal industry into an energy source bigger than nuclear power.”

The piece opens in Utah, where Fervo and other developers are proving you can take shale-drilling tricks and point them straight at heat in the ground. Multilateral wells, precise fracking, smart completions. All the same tools that made the shale boom work now aim at 24/7 clean power.

“Unlike wind and solar, geothermal provides ‘firm’ power around the clock.”

That is the heart of it. This is not another intermittent resource to juggle. It is the kind of always-on capacity grid operators use to anchor everything else. The article walks through pilots scaling into real contracts, including hundreds of megawatts sold to big utilities and tech buyers.

The forecasts are not small. DOE now thinks geothermal could triple current U.S. nuclear output by mid-century. The IEA has bumped global potential to several times that again. None of this happens without people who know rigs, pressure, and safety culture.

From a Project Vanguard lens, this is a classic “all of the above” story. Veterans coming out of oil and gas can help build the next generation of firm power without walking away from their skill set. Same hard hats, different mission.

Subscribe now

4. When AI Hype Meets AI Reality - WSJ

The Journal lays out a simple question that should guide every serious energy discussion right now: “Can we even build all the necessary physical infrastructure?”

Over the past year, tech companies have spent record capital on data centers. The story notes:

“The rate at which tech companies are investing in AI shows no signs of slowing.”

But the charts tell a different story. The physical world is not keeping pace.

The report points out that the U.S. is hitting hard limits on transformers, turbines, switchgear, and grid equipment. Goldman Sachs analysts describe it in blunt terms:

“There are absolute, physical limits to how quickly all of that can be delivered.”

A huge number of AI data centers are now “planned,” but planning is the easy part. Building them is something else. As one JPMorgan analyst says:

“Developers are in the process of securing land and getting permits… finding a buyer or tenant who wants one, in that particular location, is another matter.”

The industry is also leaning heavily on debt to keep building. The Journal highlights that OpenAI alone could require:

“$75 billion in 2026, funded by selling off pieces of the company and issuing new debt.”

Even if the money flows, the hardware still bottlenecks. GE Vernova’s CEO Scott Strazik told the WSJ podcast that their factory capacity is spoken for:

“Nearly all of the company’s output is booked through 2028.

Translation: There’s no spare manufacturing capacity to build that equipment any faster.

Strazik says that meeting the projected demands for U.S. electricity production isn’t something his industry can solve in the next five years, but rather in 10 or 15.”

No amount of hype can bend that timeline.

The final chart is the gut punch. To justify the $5 trillion projected buildout of AI supercomputers, JPMorgan calculates the industry would need:

“An additional $650 billion a year, indefinitely, to produce a reasonable return.”

That is the cost of the physical footprint behind the AI boom. Not the clicks. Not the headlines. The steel, the substations, the wires, and the paid-for generation.

My take: the point is straightforward. AI is real and growing fast, but none of it moves without power, land, and hardware built by real teams on real timelines. The hype curve is steep. The build curve is slower. And that gap is where veterans, operators, and builders have to lead.

5. Phantom Load Is Warping Demand Forecasts - Financial Times

FT makes the core issue painfully clear: a lot of the “future AI load” on utility forecasts is vapor. Developers are flooding the system with oversized, duplicated, or speculative projects. The article puts it bluntly:

“US data-centre developers are flooding utilities with inflated growth plans, muddying efforts to plan for future power needs with projects that may never materialise.”

That line alone captures the problem. Grid planners are stuck building around numbers that might evaporate. And in this environment, building around ghosts gets expensive fast.

FT also flags how widespread this is becoming:

“Operators are approaching multiple utilities with the same project in a quest to find the lowest-priced power, leading to so-called phantom data centres.”

My take: if the same project is submitted to five different utilities, it is not a project, it is a placeholder. Planning based on placeholders is how you end up with stranded lines, wrong-sized substations, and ratepayers picking up the tab.

Utilities are finally responding. Some of the biggest players are openly calling this out:

“PJM… warned of ‘unclear and uncertain’ data-centre demand projections, and on Tuesday pushed utilities to throw out projects that hide duplicative requests.”

And the data center operators themselves admit how shaky the numbers are:

“The industry needs to prevent ‘double, triple and quadruple counting’.”

From a Project Vanguard lens, this is the part that matters. Grid operators want real demand, not marketing decks. Communities want to know what they’re signing up for. If half the load is real, we can plan for it. If half of it is noise, we need discipline and better screening, not panic.

This isn’t anti-AI or anti-growth. It’s pro-reality. The grid can handle big load if the load is real, contracted, and backed by checks that clear. What we can’t handle is building billion-dollar assets for projects that vanish the minute a cheaper substation pops up across state lines.

Reliable power starts with reliable numbers.

6. Podcast Picks

Two episodes stood out this week for anyone tracking the pressure that AI, data centers, and new industrial loads are putting on the grid.

How Utilities Are Planning for Demand
Utility Dive breaks down how power companies are thinking about the surge in electricity use. Good context for everything we covered above.

TechTank: Why Data Centers Matter for AI
Brookings offers a clean look at the role data centers play in the AI ecosystem and why their footprint is becoming a national conversation.

Share

]]><![CDATA[What Everyone Gets Wrong About EVs]]>https://media.projectvanguard.com/p/what-everyone-gets-wrong-about-evshttps://media.projectvanguard.com/p/what-everyone-gets-wrong-about-evsThu, 13 Nov 2025 13:10:42 GMTIf you only read headlines, you would think electric vehicles are collapsing.

Sales are “slowing.” Chargers “do not work.” The “transition” is over before it began.

Army veteran and EVgo Senior Vice President Marcy Bauer sees a different reality.

“There are more EVs on the road than there are public fast chargers to serve them.”

That is not a collapse. That is growth outpacing infrastructure.

Subscribe now

The Gap That Actually Matters

The core problem is simple.

  • EVs on the road keep increasing.

  • Public fast charging has not caught up.

Utilization on networks like EVgo is rising. Drivers depend on fast charging more, not less.

At the same time, charging tech is getting better. New chargers can deliver hundreds of kilowatts. More vehicles can actually accept that power. A 20 to 80 percent charge is moving from a 45 minute chore toward a “bathroom, coffee, check your phone” stop.

The bottleneck is not the technology. It is deployment speed and scale.

The Headlines Miss The Long Game

Whenever a subsidy changes or a company adjusts its plans, the same storyline pops up.

“EV demand is dead.”
“The transition has failed.”

Look below the fold and you usually see something else.

  • Sales are still growing year over year, just not at last year’s record pace.

  • A manufacturer paused to retool a plant or shift models.

  • A single quarter gets turned into a grand verdict.

Meanwhile, operators keep building. More models come to market. More states invest in infrastructure.

This is not just about EVs. It is about how we talk about American energy. If we confuse noise with signal, we will miss where the real race is happening.

Subscribe now

The Global Race We Pretend Is Not Happening

While the United States argues about whether EVs are “real,” other countries are treating them as a strategic industry.

China is building and exporting EVs at scale. Parts of Europe are moving faster on both vehicles and infrastructure. In several markets, EVs make up a huge share of new car sales.

Marcy was blunt. The global EV market is strong. We are the ones at risk of falling behind.

That matters for national security.

If we do not build the vehicles, the batteries, and the chargers here, we will import them. If we do not train the workforce here, our competitors will. This is not a culture war issue. It is an industrial one.

Veterans understand what it means when critical systems are controlled somewhere else.

A Veteran Filter For All The Noise

Marcy spent her Army career in military intelligence. Her job was to turn information into decisions.

She uses the same filter in clean energy.

Is this actionable.

Arguing about 2050 targets does not help if families cannot afford their bills today or drivers cannot charge in a snowstorm on the side of the highway.

So her focus is on what people can feel now:

  • Clean air and water.

  • Reliable power and transportation.

  • Good jobs that cannot be offshored easily.

  • Domestic energy that makes us safer.

That is not ignoring climate. It is how you get people to move.

Veterans are good at this. We are trained to sort signal from noise and act on what matters.

Where Veterans Fit In

The EV ecosystem, and clean energy more broadly, needs exactly that mindset.

Marcy sees veterans thrive in roles where things are complex and changing:

  • Operations and logistics.

  • Field deployment and maintenance.

  • Project management and coordination.

Plans will shift. Policies will change. Technology will evolve. Veterans have already lived and worked through that kind of volatility.

Once a team hires one or two veterans and sees how they perform, managers start asking for more.

That is one of the big reasons Project Vanguard exists. Veterans are already a larger share of the clean energy workforce than the general population. They are also some of the most trusted messengers in the country.

If we care about energy security and American competitiveness, we need more of them building the next phase of this system.

Final Thoughts

A lot of people have the EV story backwards.

The problem is not that EVs failed. The problem is that they worked. Now our infrastructure is racing to catch up, and our competitors abroad are moving faster than we are.

Marcy’s path runs from small town America, to Kuwait’s oil-scarred landscapes, to the front lines of fast charging in the United States. Along the way she picked up a filter that veterans know well.

Be honest about the problem. Focus on what is actionable. Build the solution.

If this shifted how you think about EVs, share it with someone who has only seen the headlines. And if you want more veteran-led clarity on American energy, subscribe and stay with us. There is a lot of noise out there. We are here to cut through it.

Share

]]>