iIntuitionist-Fin Field Intelligence Notes

Note hind-20261018-001 · Hindsight · measurement

Week of 2026-10-12
to 2026-10-18.

Published 2026-10-20T12:30:03Z. Fingerprint (SHA-256): 7f4a684be6b0b1f2e6ee9525b412a04568fc4cddff61c6e9496a4fc1ed7fcddc. Shares are percentages of all stories in the fixed collection that week.

Header

denominator stories62834
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 end2026-10-18
period start2026-10-12
quota used243
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
renewables policy0.580.420.530.1636362834no
wildfire liability0.180.070.120.1111562834no
state regulation0.210.120.170.0913462834no
data center load0.580.500.560.0836462834no
electricity prices0.450.390.370.0628262834no
grid reliability0.270.220.310.0517062834no
nuclear0.100.110.14-0.016562834no
ferc rto markets0.040.050.05-0.012662834no
storage0.040.050.06-0.012262834no
transmission permitting0.070.090.10-0.024462834no
natural gas0.210.270.28-0.0513362834no
extreme weather0.140.270.17-0.138762834no

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

What is only being repeated

clustersmean outlets per clusternraterepeatedtopic
210370.5119wildfire liability
48.25760.4333extreme weather
96.111340.4256renewables policy
66.671630.2540electricity prices
126.923640.2383data center load
13140.213state regulation
15500.105natural gas
24670.043grid reliability
002200nuclear
00300storage
00500transmission permitting
00500ferc rto markets

What attention did

seriesweek totallast weektrailing medianratiodirection
wp.2021 Texas power crisis.daily177016801900.500.93up
wp.Data center.daily1340412205137490.97up
wp.Electric Reliability Council of Texas.daily4055155720.71down
wp.Electric power transmission.daily1432171017310.83down
wp.Electrical grid.daily136812841510.500.91up
wp.Electricity pricing.daily1471161480.99up
wp.Energy in the United States.daily528628724.500.73down
wp.Federal Energy Regulatory Commission.daily414399464.500.89up
wp.Grid energy storage.daily478414510.500.94up
wp.Heat wave.daily120413731779.500.68down
wp.Natural gas in the United States.daily2352292580.91up
wp.North American Electric Reliability Corporation.daily329391442.500.74down
wp.Nuclear power in the United States.daily1614166218580.87down
wp.Offshore wind power.daily7146076371.12up
wp.PJM Interconnection.daily3620182115122.39up
wp.Public Safety Power Shutoff.daily——5——
wp.Public utilities commission.daily99991150.86flat
wp.Renewable energy in the United States.daily307295409.500.75up
wp.Small modular reactor.daily2593292230730.84down
wp.Three Mile Island Nuclear Generating Station.daily188119221990.500.94down

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.daily242.500.80downno
fr.ferc.all.daily2028270.74downno
fr.ferc.transmission.daily141711.501.22downno
fr.nrc.all.daily4139.500.42downno
eia.demand.us48.daily7868643479593373822332590.96downno
gi.bills.energy.weekly0220downno
gi.crec.grid.weekly200—upyes

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 weekextreme_weather, wildfire_liability, storage
this weekrenewables_policy, wildfire_liability, state_regulation

Dynamics

data center loadD1 onset: — · D6 reignitions: 0 · n weeks: 54 · 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: 44 · D3 r2: — · D4 span: 2 · D5 persistence: 4: 0.89 · 12: 0.71 · D6 reignitions: 1 · n weeks: 54
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: 38 · D3 r2: 0.58 · D4 span: 3 · D5 persistence: 4: 0.24 · 12: 0.10 · D6 reignitions: 2 · n weeks: 54
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: 39 · D3 r2: 0.19 · D4 span: 3 · D5 persistence: 4: 0.33 · 12: 0.34 · D6 reignitions: 2 · n weeks: 54
grid reliabilityD1 onset: 2026-01-19 · D2 height ratio: 2.25 · D2 peak: 2026-01-19 · D3 half life weeks: 1.13 · D3 note: — · D3 points: 39 · D3 r2: 0.49 · D4 span: 2 · D5 persistence: 4: 0.49 · 12: 0.38 · D6 reignitions: 1 · n weeks: 54
natural gasD1 onset: 2026-03-16 · D2 height ratio: 2.15 · D2 peak: 2026-03-23 · D3 half life weeks: 2.04 · D3 note: — · D3 points: 30 · D3 r2: 0.58 · D4 span: 2 · D5 persistence: 4: 0.49 · 12: 0.49 · D6 reignitions: 1 · n weeks: 54
nuclearD1 onset: — · D6 reignitions: 0 · n weeks: 54 · note: no burst
renewables policyD1 onset: — · D6 reignitions: 0 · n weeks: 54 · 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: 43 · D3 r2: — · D4 span: 2 · D5 persistence: 4: 0.64 · 12: 0.58 · D6 reignitions: 1 · n weeks: 54
storageD1 onset: — · D6 reignitions: 0 · n weeks: 54 · 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: 40 · D3 r2: — · D4 span: 2 · D5 persistence: 4: 0.82 · 12: 0.70 · D6 reignitions: 1 · n weeks: 54
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: 44 · D3 r2: — · D4 span: 2 · D5 persistence: 4: 0.20 · 12: 0.38 · D6 reignitions: 2 · n weeks: 54

Notes, not calls.

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