In my final installment of comments leading up to @FERC's Resource Adequacy Tech Conf, let's look at SPP -- the heartland RTO that's chewed through excess capacity and now finds itself in tight supply conditions like virtually everywhere else

Check out my conversation with the always insightful Joe Webster and Ed Crooks via Energy Gang about AI, national security, energy and US-China relations. woodmac.com/podcasts/the-e…

.BloombergNEF: "US added nearly 50 gigawatts (GW) of power capacity in 2024 – more than at any point in the last 20 years. Solar continues to dominate US build and accounted for close to 60% of new [capacity] additions in 2024. Energy storage follows, with almost 10GW of new

Budget bill would raise Texas electricity costs by >$300 and cost 100,000 jobs; ERCOT's connect-and-manage works well; utility rates of return are way too high; shoulder season thermal plant outages threaten grid reliability; and more here: douglewin.com/p/texas-to-los…

"Sales of internal combustion vehicles peaked in 2017. By 2030, sales of internal combustion vehicles are set to be 34% below their highest point in 2017. The internal combustion vehicle fleet reaches a plateau for the next few years before dropping from 2028 onward"

"While Wood Mackenzie is tracking 134GW of proposed data centres across the US, interconnection requests far exceed this, due to developers hoarding spots in multiple queues, hoping one of them will pay off. Developers are looking outside of hubs such as Virginia and Texas at

In accordance with a Trump executive order, DoE Secretary Wright pledged to have three SMR test reactors in operation at Idaho National Laboratory by July 4, 2026. That's an aggressive schedule! Article link in reply.

📢 Google is partnering with CTC Global to deploy next-gen transmission technology for the U.S. grid. The companies will collaborate to scale the use of CTC Global's American-made advanced conductors to quickly boost grid capacity & reliability. ⚡️ utilitydive.com/news/google-ct…

As climate risks grow, disaster aid isn't reaching the communities that need it most. Ed Crooks joins Amy Myers Jaffe and Dr. Sarah Kapnick: - FEMA’s funding gaps - Rising flood threats in low-income areas - How we adapt in a warming world Listen now: okt.to/PepmSh

What’s with X today? Barely a single business or energy related post in my feed at a time when energy geopolitics running overtime and US senate about to vote on IRA tax credits yes or no. ????!!!

NEW: Cheaper batteries mean near-24/365 solar is now economic☀️ We analysed 18 years of hourly insolation data at 12 places, to see how close to 24/365 electricity it was possible to get. The sunniest places get over 90% - and up to 99% - of the way... from just $100/MWh. 🧵

Chinese buyers remain relatively uninterested in #LNG imports in June, choosing to divert contract volumes at a tidy profit. No, we are not past peak LNG imports for China, but we may be at a peak for when prices are this high, which is also telling. #ONGT Center on Global Energy Policy

Iranian tankers are still loading crude oil, and today’s satellite imagery shows additional Iranian and foreign tankers approaching Iranian oil terminals even after last night’s air strikes on Iran’s nuclear facilities. We have visually identified the latest ones. #OOTT #Tankers

This List of options to threaten Hormuz missing some of the most credible, hardest to combat options Tehran has at its disposal. Market seems a bit too sanguine to me but maybe traders discount scorpion-toad alternatives as too suicidal for Iranian govt

In the UK, retail electricity company Octopus Energy is now offering a £299 / month lease on a BYD Dolphin EV, + free home charging, + vehicle to grid. They're using the vehicle battery as a VPP, to balance the grid and shift peak electricity loads. Sweet deal all around.

Also notable: PJM clocked in Monday at 161 gigawatts -- which exceeds the parameters that PJM is procuring for in its coming capacity auction for delivery in 2026-27, In other words, actual demand already has leapfrogged the market operator’s projected demand.

a story in three screenshots: 1. Tesla virtual power plant network discharged batteries in CA 2. CAISO experienced a visible reduction in load 3. electricity prices dropped 30-40% this is the future of the grid.

Shell goes out of its way to make clear it's not buying BP, publishing a detailed statement (which triggers rule 2.8 of the Takeover Code, banning Shell from making an unsolicited approach for 6 months). Shell says no actively thinking about buying BP, no approach, not talks.

CHINA'S LNG DEMAND CONTINUES TO WEAKEN 🇨🇳⚠️ 📉 Imports are poised to decline for an 8th month (!!) on a year-on-year basis 👉 China (top LNG importer in 2024) has been buying less this year amid strong pipeline imports and rising local production bloomberg.com/news/articles/…