Ok I won’t be hearing anyone talking about how you bought us a pipeline or how Trans Mountain is underutilized anymore. 👀 Trans Mountain returning over a billion to the Feds in profits this year and was at 90% utilization as of March, just 10 months into service.

Good news of the day: All those anti-renewable energy bills the Texas Senate passed recently are now dead. Texas has been leading the country in energy abundance by making it easy to build all kinds of energy infrastructure. Renewables are winning on cost now, which is why

The right-wing belief that batteries are hippie-dippy bullshit is putting our nation, and the world, in grave danger.

I agree with Martin Lewis - the explanation given by Tom Whipple is the best I've seen. The article is paywalled -but well worth reading. I hope it's ok to share this snippet to give a flavour of how absurd, broken and expensive the market is today...

It’s not a very long book, but none of you read it, and yet you won’t stop posting about it

If China is dumping solar PV modules below cost to "hurt the US solar industry" then great, buy as many as we can, pave the south west, and make more power than anyone. Solar modules are machines that print money but require no moving parts, specialized labor, or detailed

Electricity prices are soaring around the country due to the current heat wave—everywhere but Texas. And this map explains why. 🧵

Introducing Redwood Energy: our new business that repurposes second-life battery packs into low-cost, fast, scalable energy storage. As AI and electrification accelerate electricity demand—and traditional grid expansion struggles to keep up—we’re putting EV battery packs back to

A sensible measure under the current system planning regime Facing rapid electricity demand growth, Ontario Energy and Mines & Ontario's IESO need to explore “Bring Your Own Power” (BYOP) solutions for data centre proponents to privately develop their generation & capacity needs

Thank you Minister Stephen Lecce for a productive discussion with EllisDon on how ON can continue to attract world-class advanced digital infrastructure, while enabling proactive, industry-led “Bring Your Own Power” (BYOP) solutions to expand our power grid⚡️ It’s time to build 🇨🇦

Not everyone realizes it yet, but the residential solar industry is now the residential battery industry. Solar will just be a low cost add-on to batteries. Resiliency (both home and grid) is the primary driver.

China’s new hydroelectric dam will have roughly the same electricity generating capacity as the whole of Britain

This should be the number one priority of every energy dependent and adjacent industry in this country. Genuinely an issue of top-5 national importance. cleanenergygrid.org/wp-content/upl…

It is hard to get your head around how stupendously large an electricity user a 2-5 gigawatt data center represents. A 5 gigawatt data center consumes on the order of 40 million megawatt-hours of electricity per year, as much electricity as the ENTIRE STATE of Nevada or Kansas!

Step 1-cap energy offers to create missing money problem Step 2-create capacity markets to inefficiency solve problem you created Step 3-price cap capacity makets to make sure we don't have enough incentive for new builds Step 4-blame everyone else when brown/blackouts occur

The inability to approve transmission lines - particularly interstate - is one of the largest energy policy failures of the US.

An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now. Even if $META wants to spend $100-$150B on CapEx for AI infrastructure, they can't. It is not just $NVDA. Transformers, power equipment, cooling equipment, and the availability of

When an unstoppable force (environmental review) meets an immovable object (also environmental review):

Great piece by Matthew Yglesias today on “Avoiding a data center electricity price apocalypse” open.substack.com/pub/matthewygl…

In 2022-2023 the reasoning for why Lithium prices were going to be high for a decade was super compelling. Smart people saying all kinds of smart things. Utterly wrong. The whole episode was my front row seat to learn about how predictable commodity prices are.