Oil Wars Drive Gas Prices; Solar and EVs Offer Relief
There are no clean energy wars. No one's invading a country over sunlight. In the latest episode of @EnergyEmpirePod Rep. Castor makes the case that every oil conflict ripples straight into American gas prices and household bills — and that solar, EVs, and cleaner transit are the practical off-ramp.
25,000 MW of Commercial Rooftop Solar Still Battery‑Free
Right now most rooftop solar projects on commercial and industrial rooftops don't have battery storage attached to the projects. If you look at MISO and PJM specifically I estimate there is over 25,000 MWs installed. 🧵
China’s Solar Surge Overwhelms Grid, Seeks US Tech
Domestic demand is slowing. China installed solar so rapidly that parts of its electricity grid are struggling to absorb all the power. They need next generation software and solutions from the USA to integrate the clean energy.
New Texas Framework Lets Large Loads Self‑manage Curtailment
Congrats to @ArushiSF getting PGRR145 across the finish line in Texas. This is the first market-based framework where large loads connect provisionally, operate within a Low Power Consumption ceiling, and "privately bear curtailment risk" through overbuilding at congested nodes. No tariff...
Banks Bet June Strait Opening to Avert Inventory Collapse
JPM, Goldman, and Morgan Stanley are all assuming the Strait opens in June. Not because the Trump admin has the upper hand but because global inventories will hit tank bottom if it doesn’t.
From $55M to $10B: Belief Beats Doubt
$55M first close when we thought we needed $200-300M. People called it a "vanity project." Now it's $10B raised and 2,000 assets. You have to be the one who believes in your idea. Sometimes that takes years. @EnergyEmpirePod https://t.co/GCWS1j3k7d
US AI Leadership Hinges on Power and Compute Infrastructure
America cannot lead the AI race without building the power and computing infrastructure AI requires. On that I agree completely. But the piece gets the diagnosis wrong — and a wrong diagnosis produces the wrong cure. 🧵
Policy, Not Tech, Unlocks Grid’s 100 GW Potential
What is missing is not technology. It is not engineering. It is the interruptible tariff structures and regulatory frameworks that let utilities offer flexible interconnection agreements at scale. Utah's SB 132 created one. Ohio's HB 15 moved toward one. These...
Advanced Grid Tech: Untapped Solution to Capacity Crisis
The grid is a near-term bottleneck, but there’s a largely untapped solution set sitting right in front of us — commercially available advanced grid technologies that are dramatically underdeployed.
Interruptible Rates + Storage Slash Bills 10% Nationwide
Mandatory interruptible rates unlock 100,000 MWs of data center capacity. Add in some long duration energy storage, grid enhancing technologies, virtual power plants, and advanced conductors and you get 10% lower bills for everyone.
Utility Costs Surge, Data Center Benefits Reverse
Hyperscalers hysteria has caused… Wires up 152%, transformers up 89%, switchgear up 77%, wood poles up 50% — all since 2019, against 29% CPI. Every new megawatt added to a utility now costs more than the embedded average. The math that...
Data Centers Build Their Own ‘Shadow Grid’ Behind Meter
Data centers aren’t running off-grid. They’re running grid-adjacent BTM — grid power supported by behind the meter resources. The “shadow grid” is really a generation layer supplementing the grid,
AI Compute Needs 2030: Campus Count & Distributed Inference Insights
.@EpochAIResearch has quietly assembled the most rigorous data set on AI infrastructure in existence. Here's what it tells us about how much compute we need by 2030, how many giant campuses are actually required, and where the real distributed inference...
GW Data Centers Overhyped; Telco Towers Offer Viable Compute
Everyone's debating 1+ GW data centers like they're the new normal. How many are there now and how many do we actually need for frontier AI training by 2030? Can inference live at regional hubs? And what if we added compute...
AI Data Centers' Power Mix Is Far More Complex
Everyone's asking: what actually powers AI data centers? The answer is more complicated — and more interesting — than "natural gas vs renewables." A 🧵 on what's really happening, and where it's going.