PJM’s flexible large loads proposal has NOT gone down well with stakeholders Microsoft: imposing curtailment undermines investor confidence, substantial risk to the economy Amazon: asking large loads to curtail discriminatory, does not align with commercial realities Data

Grazie a Rivista Energia per l'opportunità di condividere l'analisi! Versione 🇮🇹, più snella e chiara, con confronto 🇩🇪 - 🇫🇷 aggiuntivo su traiettorie di CO2 nel settore elettrico PS: potrebbe interessare particolarmente a luca giagnoni e Michele Governatori 👉 rivistaenergia.it/2025/09/rinnov…

Secondo molti, #rinnovabili e #nucleare sarebbero #incompatibili Un’assunzione che non sembra trovare riscontro nella #realtà dei fatti L'analisi di Post Normal Times rivistaenergia.it/2025/09/rinnov…

I just wrote a piece on my Substack, inspired by a good talk here with Post Normal Times and John Schla. It’s about nuclear cost evolution in France, why it costs more today than ever, and what we can expect for the future. open.substack.com/pub/angeblanch…

Main issues regarding nuclear prospects: why did recent projects' budget and schedule escalate, and why won't it happen again? Answers to the first question are mostly in agreement, while they present skepticism and differing opinions to the second Full article coming soon! 👀

“We can’t just talk about the American spirit and not give our people the technology they need. With Palantir, we are going to do that, and we’re doing it in a way that is gonna completely shock this world.” At AIPCon 8, The Nuclear Company shares how they’re reimagining what a

I've taken the time to read in detail the ENTSO-E factual report. Main additions and clarifications: - cause of initial oscillation still under investigation - confirmed role of DERs disconnections & REN ICEs configurations - evidence of inadequate DVC wrt operational procedures

The LBNL & The Brattle Group teams have an excellent study out this week on what's feeding electricity price changes over the past 5 years. Legislators should be required to read or get a briefing on it before taking any vote on electricity policy! Highlights & my commentary🧵

This is a big development in a high-impact pathway to deploy new nuclear in the US. All the lessons learned, licenses granted, supply chain developed, and engineering work completed to bring the latest two US nuclear plants online can be built upon here.

PJM independent market monitor pours some cold water on flexibility and says BYOG is needed. Maybe we see all those BTM options now? >Require new large data centers to bring their own matching generation ("BYOG") as condition to interconnect -PJM capacity shortage driven almost

Demand response is useful on the margins (including for affordability) and totally worth pursuing, but it is not a get-out-of-jail-free card. We have to build SO MUCH new generation and transmission to power and electrify our economy.

In the AI Era, speed of execution is key to winning GW-scale deals worth tens of billions of dollars. In Abilene, TX, Crusoe , Lancium and Oracle are moving remarkably fast to serve OpenAI. In barely 7 months, they simultaneously built six 103MW buildings!!! (1/4) 🧵

Nucleare e rinnovabili sono davvero incompatibili? Un articolo di Post Normal Times risponde a questa domanda ⬇️⬇️⬇️

This offers an instructive case study on the risks of "speed-over-accuracy" in our field, and how quickly misinformation can travel, even among experts. On Friday, Brattle associate Aniruddh Mohan posted a take on the new flexible data centers report (by Camus Energy,

Interesting end of year LBNL + interconnectfyi report showing the time for ⚡️ plants to come online AFTER completing studies & securing an Interconnection Agreement (IA) is the longest it has ever been - Takes ~3 years now to build the median project post IA vs <1 year in 2007.

I used to think about the transmission process alot. But it has been some time since I gathered my thoughts on transmission. Anyways after some discussions on X today I decided to post a summary of my philosophy on current state of ERCOT transmission. If anything Im sure iI will