The US was downgraded by Moody’s Ratings on an increase in government debt, a landmark move that casts doubt on the nation’s status as the world’s highest-quality sovereign borrower 'Moody’s lowered the US credit score to Aa1 from Aaa bloomberg.com/news/articles/…

Anyone work close to battery swapping stations? As I understood it, a barrier to consumer adoption was the fact that battery was the most valuable part of an EV and you wouldn't want to risk degradation. Also, unclear who has liability if it goes poorly. Looks like it's growing

California regulators yesterday admitted they don’t analyze how state’s clean air/enviro policies cutting use of oil & gas will impact costs for drivers and people. Lawmakers exhausted w/ Gov. Newsom’s admin and claims “big oil” takes advantage of CA: kcra.com/article/califo…

California has chosen the most expensive solution to balance the grid (not the most sustainable either). In the meantime, it cannot solve the homless problem. That is no future.

BNEF takes the under on US data center load growth (43.5GW of new capacity by 2035) due to "real-world constraints like interconnection delays and build timelines" - underscoring market opportunity for faster connection via flexibility.

Read the full brief from CATF’s David Yellen and Center on Global Energy Policy's Sagatom Saha ⬇️ catf.us/resource/polic…

The House's reconciliation bill threatens ~75%~ of the energy capacity under development right now. With AI demand rising, this bill is dangerous.

👀 “I’m convinced that the most crucial period in the AI race will happen before one major new transmission corridor is built in the US.” -US Energy Secretary Chris Wright here at Energy Imperatives Summit

Ramping Up Energy Capacity | Powering Our AI Future youtu.be/clADWZ85OFs?si… via YouTube How can we meet the reliability challenges posed by net loss of dispatchable generation while AI-enabled data centers are driving up demand forecasts? I discuss with Semafor.

WSJ: "About $9.3 billion in additional electricity costs will begin trickling down this month to customers in the PJM Interconnection, the country’s largest grid operator... The main cause is the 'unprecedented' demand from new and planned data centers."

The reconciliation bill as written "penalizes American energy developers and hands China the keys to dominate 21st century energy supply chains and energy-intensive industries like AI" heatmap.news/ideas/foreign-…

The attack on innovation is cutting investment and jobs. $1.4 billion in solar, EV, storage developments cancelled in May solarpowerworldonline.com/2025/06/solar-…

Denis Duff, 18for0 cofounder discussed Darragh O'Brien recent comment that "Nuclear is not on the table", on Newstalk Breakfast 👇 He outlined why we must look at nuclear as an option and by not looking at nuclear now, we are repeating mistakes of the past. goloudplayer.com/episodes/envir…

There’s an 80% chance the world will break another annual temperature record in the next five years, and it’s even more probable that the world will again exceed the international temperature threshold set 10 years ago, according to a five-year forecast released by the World

Yeah why would we want fast trains like this between major cities when we could spend 100s of billions on one more highway lanes? If we just build one more lane, traffic will vaporize.

Who has the best laundry list of current natural gas power plant prices and forecasts? My understanding is gas plant prices have increased significantly over the past year. Case studies and models would be appreciated. CC's, CT's, etc.

If America throttles planned solar and storage growth, it will face a serious energy supply shortage.

How can environmental scientists 'warn of irreversible damage' (again) and then just go back to doing more research? If they truly believed 'the future of humanity hangs in the balance', wouldn't they direct all attention and resources to redevelopment? scitechdaily.com/scientists-war…

The AI race will be decided by who can power it the most. Throttling solar and storage will only cause America to fall behind. fortune.com/2025/08/05/the…

Yes, Texas is turning into a third-world country, where the horrible/expensive grid is being dropped for solar-plus. India & Pakistan have been doing this for a while; now Reuters below shows that Iraq is going big on local solar-plus!