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The biggest issue is timing. We can't bring on new nuclear fast enough to fill the near term demand to be competitive globally. Solar+Batteries+ distributed NG are required to keep America competitive NOW! Timing is the issue. david friedberg Chamath Palihapitiya - Distributed NG DG can be

Bingo. Phase down the tax credits over a time frame that doesn’t screw up projects already planned. Kill the excise tax. The end.

This chart shows why Distributed Capacity Resources (NG DG) is so important. The actual peak is now in hours 18 -22. Batteries are an expensive solution at $ 1,300 per Installed kw and we need a good 3 to 4 hours in many locations (but I'm a battery fan eventually). NG DG

80% of new power globally is solar + storage. This isn’t just clean energy, it’s a strategic lever for economic power. If we gut incentives now, we don’t just fall behind, we hand China the advantage. 🎧 tinyurl.com/yjh6p7rp

I have to believe, perhaps naively, that cooler heads will prevail as our national emergency for power will emerge as a more powerful argument and batteries will be re-legislated. If not we have two choices, NG DG (which really can work) or falling way behind China.

China built 93 GW of solar in May, bringing its 2025 total to 198GW That’s more than 1.3GW per day, every day With enough BESS, that’s also more than Canada or France’s entire installed power capacity from everything - and their electricity generation bloomberg.com/news/articles/…

Grid scale batteries are the solution to a bunch of inefficiencies we created. Almost every policy or technological innovation to impact the grid over the last 20 years has been short gamma: -coal retirements -wind -solar -DR and TOU (controversial but true) -electrification

And the impact on the grid... as well as the data center electric bill. We have to stop talking about electricity (energy) because solar has made that cheap. Now is the time to focus on CAPACITY - batteries and yes, Distributed NG Generation. The potential to drop the cost of

This is a really important distinction lost in the noise around energy. AND nat gas DG can be done for < $ 1000 per installed kW if purpose engineered. Batteries are optimally designed for about 2 hrs run time (ratio of battery to inverter cost) - So a hybrid solution Nat Gas DG

If you want to increase base load, by far the fastest way to do it is to build solar and storage to serve peak demand and free up existing base load capacity.

Yes on solar+Batteries, but you still need an economic way to solve the shoulder outside of batteries (hours 3,4) Because battery economics are tuned for 2 hrs. NG DG can play a role. We need a terawatt and so it's an all of the above solution. If Batteries come down 40% we're

Wow. At these prices HDC (Hybrid Distributed Capacity) Makes sense. Battery + Small scale DG. The market will figure it out. We will close the gap (because we have to) the only question is, "at what price". Capacity pricing is like interest rates, it reverberates through the

Hey Brad, this is important. Thanks for keeping the community posted. Please keep it up. So many suffering and so much science out there -- we need to keep the two connected.

Gotta disagree with the notion that existing frame of reference is focused on extremes of demand. While DR programs are somewhat progressive there is an intellectual "frame of reference" bias that goes back decades in the Electric Power industry - a focus on $/KWh vs $/kW -- and

This chart tells the right story. We don't have an energy problem, we have a "Capacity" issue -- If you solved the top 8% of the hours of a year with Batteries OR Distributed NG generation, the EXISTING capacity would cover much more of our needs. Gigawatts hiding in plain

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Batteries are one of the most valuable infrastructure bets of the coming years They: ✅ Store during abundance and supply during peak demand ✅ Discharge clean energy when the sun doesn’t shine and the wind doesn’t blow ✅ Provide emergency grid support ember-energy.org/latest-insight…

There's a new 2025 peak demand record in ERCOT: 82,566 megawatts at 4:55 today. Solar provided 30% of the power at that time and wind about 16%; wholesale power was just $22/MWh. No conservation alerts. No energy emergencies. Just abundant, affordable power. #txlege #txenergy

This is an important distinction. "Capacity" should be treated very differently than electricity. Our work should be to find the lowest cost way to add short/medium duration capacity which means 2 to 4 hrs. - Lower cost NG DG + Batteries provide the optimum hybrid cost