Jonathan Scharff
@JScharff1
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Macrodata Refinement. Insights fueled comms for business, stakeholders, policy, economic development, energy, AI, & infrastructure. VP of Insights @teamavoq
NJ / NYC
Joined March 2012
The effectiveness of the jawboning ties into something I'm seeing at Ceraweek- which is best described as "irrational optimism". The alternative is so daunting to think about, with consequences so grave, that many are choosing optimism even without a solid foundation.
COLUMN: Call it the art of oil-market jawboning. The White House is, so far, winning the fight over the oil market’s narrative. But verbal, ahem, barrels don’t keep refineries running. Jawboning will soon lose its potency in a longer war. @Opinion
https://t.co/ueXa6yGw2z
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Everyone is covering the force majeure. Everyone is covering the 13 million tonnes. Everyone is covering the gas prices and the geopolitics and the five-year timeline. My good friend Veron Wickramasinghe just asked the question nobody else is asking: how do you rebuild when the
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German Energy Minister Katherina Reiche: the nuclear shutdown “was a huge mistake.” #CERAWeek
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Seems to be the consensus we are hearing about the in the room conversations at #CERAWeek
Houston’s showpiece energy conference is usually an opportunity for backslapping and glad-handing. But this year executives are nervously watching the impact of the Iran war and the lack of any clear path toward a resolution.
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Congratulations to General Manager @cdonnelly81 and Partner @adamsteinberger for being named to the @ROINJNews 2026 Influencers Power List! Chris was recognized in the Consultants category, honoring leaders who help organizations shape their reputation, clarify their purpose
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Where data centers are built and how they operate is increasingly shaped by political and community sentiment, not just energy, land or capital. Our latest POV examines how state elected officials across the country are talking about data centers, where support is holding and
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An interactive zip-code level map of the median home price in the US (link in comments). Not my work, but very cool and worth sharing.
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New Jersey now has an estimated 9,548,215 residents, an increase of 41,861 over 2024 and 259,191 new residents since 2020, the biggest increase of any state in the Northeast and top 10 in the country overall, new data from the U.S. Census released today shows.
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"A lot of people think that starting a company or taking a break from school is this high-risk move. But it will never get better. When you are 18 or 19, that's the best time to start a company." @PalmerLuckey gives advice to young founders: "All you have to lose is a bit of
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Reasonable position and practical perspective: Is a Four-Year Degree Worth It? by @sianbeilock
https://t.co/pJ0QjxWnl2 via @WSJopinion
wsj.com
If colleges and universities want families to answer ‘yes,’ they’ll need to make some changes on campus.
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Cascading effect of how interest shifted through news cycles in 2025
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Monthly reminder this map is awesome
NREL's Map of U.S. data center infrastructure as of November 2025, showing operating, under-construction, and planned data centers sized by demand, overlaid with high-voltage transmission lines and major fiber-optic routes across states and metro hubs.
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Regardless of how you slice it there are a significant number of bills enacted following New Jersey's lame duck session. There is considerable risk to an industry or issue area if not engaging (advocacy, lobbying, comms) and this process is playing out right now.
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Most of the biggest planned data centers line up closely with regions that have abundant natural gas supply. Not a coincidence when scalability and reliability matter.
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This Is Why Your Energy Bills Are Going Up - "In truth, oil and gas will be necessary to keep prices low and power the economy for years to come."
nytimes.com
The president is going after clean energy, and Americans will face higher bills as a result.
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