iIntuitionist-Fin Field Intelligence Notes

Note hind-20261011-001 · Hindsight · measurement

Week of 2026-10-05
to 2026-10-11.

Published 2026-10-13T12:30:03Z. Fingerprint (SHA-256): 8b51d20f7816ba2f2b90c34e21bc9844ed30dcdba5a3bc59a94049bce377dcb1. Shares are percentages of all stories in the fixed collection that week.

Header

denominator stories63240
deskhindsight
fieldEnergy and the grid, as a public argument
methodbacktest: over 47 reconstructed weeks the forecast was closer than the four-week mean in 0.53 of weeks; mean error 0.066 against 0.066 points; skill guard pass · filing rule: claims-policy-v3: forecast = median4 · reading: Claims test whether the record is auditable. The backtest does not show skill over the four-week mean. · replaced: claims-policy-v2 (persistence) was closer than the mean in only 0.32 of weeks and was replaced before any claim was filed
period end2026-10-11
period start2026-10-05
quota used309
reconstructed history2025-10-06 to 2026-09-28 (52 weeks, retrieved after the fact; used for baselines and dynamics, never for claims)
versionsarticles: articles-v1 · collection: collection-v1 · collector: collect-v1 · dynamics: dynamics-v1 · response: response-v1 · topics: topics-v1

What gained share

topicsharelasttrailing meanchangenumeratordenominatorthin
extreme weather0.270.130.170.1417263240no
wildfire liability0.070.090.13-0.024763240no
storage0.050.080.06-0.033063240no
natural gas0.270.310.27-0.0416863240no
ferc rto markets0.050.100.05-0.053263240no
nuclear0.110.160.15-0.056963240no
transmission permitting0.090.150.10-0.065663240no
state regulation0.120.180.18-0.067663240no
electricity prices0.390.460.37-0.0724463240no
grid reliability0.220.350.33-0.1313863240no
renewables policy0.420.580.55-0.1626763240no
data center load0.500.700.55-0.2031663240no

A larger fraction of coverage is not the same as a rewritten article.

What is only being repeated

clustersmean outlets per clusternraterepeatedtopic
174.531680.4677extreme weather
38720.3324natural gas
210750.2720renewables policy
39.331520.1828electricity prices
85.753160.1547data center load
22.50510.105grid reliability
001300nuclear
001900state regulation
001100wildfire liability
00500ferc rto markets
00100transmission permitting

What attention did

seriesweek totallast weektrailing medianratiodirection
wp.2021 Texas power crisis.daily168017761900.500.88down
wp.Data center.daily1220513062137490.89down
wp.Electric Reliability Council of Texas.daily5155105720.90up
wp.Electric power transmission.daily1710205917230.99down
wp.Electrical grid.daily128413471510.500.85down
wp.Electricity pricing.daily1161461550.75down
wp.Energy in the United States.daily628569743.500.84up
wp.Federal Energy Regulatory Commission.daily399509464.500.86down
wp.Grid energy storage.daily414524521.500.79down
wp.Heat wave.daily137313782128.500.65down
wp.Natural gas in the United States.daily2292502580.89down
wp.North American Electric Reliability Corporation.daily391472442.500.88down
wp.Nuclear power in the United States.daily166217831904.500.87down
wp.Offshore wind power.daily6076306370.95down
wp.PJM Interconnection.daily1821149515121.20up
wp.Public Safety Power Shutoff.daily—55——
wp.Public utilities commission.daily991141150.86down
wp.Renewable energy in the United States.daily295395409.500.72down
wp.Small modular reactor.daily2922366130730.95down
wp.Three Mile Island Nuclear Generating Station.daily192219952014.500.95down

Pageviews and search say people looked. They do not say people agreed.

Chatter

No chatter series.

Cross-check

seriesweek totallast weektrailing medianratiodirectionsame direction as top mover
fr.doe.grid.daily412.501.60upyes
fr.ferc.all.daily282527.501.02upyes
fr.ferc.transmission.daily171311.501.48upyes
fr.nrc.all.daily1359.501.37upyes
eia.demand.us48.daily795933738223325982236612.500.97downno
gi.bills.energy.weekly2—————
gi.crec.grid.weekly0—————

What has no second series

Nothing to show for this period.

Claims

No claims filed. The claim log opens for this desk at Release 4.

Differs

last weekdata_center_load, electricity_prices, ferc_rto_markets
this weekextreme_weather, wildfire_liability, storage

Dynamics

data center loadD1 onset: — · D6 reignitions: 0 · n weeks: 53 · note: no burst
electricity pricesD1 onset: 2025-12-08 · D2 height ratio: 1.55 · D2 peak: 2025-12-15 · D3 half life weeks: — · D3 note: decay not observed yet · D3 points: 43 · D3 r2: — · D4 span: 2 · D5 persistence: 4: 0.89 · 12: 0.71 · D6 reignitions: 1 · n weeks: 53
extreme weatherD1 onset: 2026-01-19 · D2 height ratio: 8.35 · D2 peak: 2026-01-26 · D3 half life weeks: 0.28 · D3 note: — · D3 points: 37 · D3 r2: 0.58 · D4 span: 3 · D5 persistence: 4: 0.24 · 12: 0.10 · D6 reignitions: 2 · n weeks: 53
ferc rto marketsD1 onset: 2026-01-12 · D2 height ratio: 3.22 · D2 peak: 2026-01-19 · D3 half life weeks: 0.33 · D3 note: — · D3 points: 38 · D3 r2: 0.19 · D4 span: 3 · D5 persistence: 4: 0.33 · 12: 0.34 · D6 reignitions: 2 · n weeks: 53
grid reliabilityD1 onset: 2026-01-19 · D2 height ratio: 2.25 · D2 peak: 2026-01-19 · D3 half life weeks: 1.12 · D3 note: — · D3 points: 38 · D3 r2: 0.49 · D4 span: 2 · D5 persistence: 4: 0.49 · 12: 0.38 · D6 reignitions: 1 · n weeks: 53
natural gasD1 onset: 2026-03-16 · D2 height ratio: 2.15 · D2 peak: 2026-03-23 · D3 half life weeks: 1.84 · D3 note: — · D3 points: 29 · D3 r2: 0.59 · D4 span: 2 · D5 persistence: 4: 0.49 · 12: 0.49 · D6 reignitions: 1 · n weeks: 53
nuclearD1 onset: — · D6 reignitions: 0 · n weeks: 53 · note: no burst
renewables policyD1 onset: — · D6 reignitions: 0 · n weeks: 53 · note: no burst
state regulationD1 onset: 2025-12-15 · D2 height ratio: 1.70 · D2 peak: 2025-12-22 · D3 half life weeks: — · D3 note: decay not observed yet · D3 points: 42 · D3 r2: — · D4 span: 2 · D5 persistence: 4: 0.64 · 12: 0.58 · D6 reignitions: 1 · n weeks: 53
storageD1 onset: — · D6 reignitions: 0 · n weeks: 53 · note: no burst
transmission permittingD1 onset: 2026-01-12 · D2 height ratio: 1.63 · D2 peak: 2026-01-12 · D3 half life weeks: — · D3 note: decay not observed yet · D3 points: 39 · D3 r2: — · D4 span: 2 · D5 persistence: 4: 0.82 · 12: 0.70 · D6 reignitions: 1 · n weeks: 53
wildfire liabilityD1 onset: 2025-12-15 · D2 height ratio: 3.12 · D2 peak: 2025-12-15 · D3 half life weeks: — · D3 note: decay not observed yet · D3 points: 43 · D3 r2: — · D4 span: 2 · D5 persistence: 4: 0.20 · 12: 0.38 · D6 reignitions: 2 · n weeks: 53

Notes, not calls.

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