Northeast U.S. Heating Oil Users Face 60% Supply Cut
About 4.79 million U.S. households use heating oil as their primary heating fuel in winter 2023–2024, and roughly 82% of those homes were in the Northeast.
Stop Bad‑Mouthing Nuclear: It's Growing and Crucial
As if this analysis hasn’t already been done over and over and over. And each time the technology gets better and the “max” penetration goes up. Yes we need nuclear and cleanfirm but all of you are better than bad mouthing...
Hormuz Shutdown Tests Global Supply Resilience, Not Just Prices
A prolonged Hormuz closure is not mainly about whether wealthy countries can tolerate higher prices. It is about how long the global system can keep functioning before shortages begin to appear. https://t.co/ZnTkdfQu09
Reduced Flights Will Curb Global Growth, Hit Emerging Markets
We will have less flights next month than last month. This will have an impact on global growth. This will be more acute in emerging markets.
Off‑grid AI Data Centers Need Grid Connection, Not Isolation
Off grid data centers are more about “male energy” than about speed. An AI training load shape will burn straight through a turbine, so you have to develop an expensive integrated package with storage. And at that point just connect...
Admin Plans Iran Exit Despite $4+ Gas Surge
With the apparent TACO yesterday, the administration is saying we will wind down our involvement in Iran without figuring out how to work through the disruption leading to $4+ gas prices in the USA? @EnergyEmpirePod https://t.co/N9KbLRP829
Utilities Waste Millions, Ignore Cheap EV Battery Grid Power
Utilities will spend $50M on a substation upgrade before spending $10K on equipment that gives them access to your EV battery. That battery in your garage could be powering the grid during peak demand instead of another substation nobody wanted. The lack...
Seven Major Challenges Threatening AI Data Center Reliability
Jon Parrella lays out seven critical problems facing AI data center infrastructure — load volatility, generator cycling, battery degradation, interconnection delays, cooling, frequency destabilization, and the absence of an integrated solution. https://t.co/IwpLcn88XZ
US Stalls Progress: Regulations, Not Tech, Hold Back Innovation
Why is it so damn hard to do big things in America? Australia has 40% rooftop solar. We have 6%. We can build beautiful homes in a factory for $300k delivered. Local regs block it. The technology isn't the problem. We are. https://t.co/IBSjsr4eDl
Europe’s Real Breakthrough: Efficiency, Electrification, Cheap Energy, Secure Supply Chains
The real breakthrough we need isn’t fusion. Europe needs to do 4 things at once: - Use less material per unit of prosperity (Negabarrels) - Electrify everything possible - Overbuild cheap energy - Treat supply chains like national security
Cheaper Power Options for 100‑300 Hour At‑risk Needs
Yup so many cheaper options to provide power for the 100-300 hours most at risk.
Buffett’s OXY Deal Delivers Dual‑Benefit Returns
Buffett’s Occidental ($OXY) deal is one of the cleanest examples of “have your cake and eat it too” investing. Let’s break down the real return Berkshire is getting 👇
Avoid Price Spikes: Train Energy Decision‑makers Now
Producers don’t want price spikes like this (including Iran) because it increases chances of substitution and demand destruction. This requires investment into training of energy decision makers/staff.
Higher Load, Lower Rates Through Modern Grid Utilization
Load growth is your friend. If utilities use modern grid tech to push utilization from ~45% to 70%, more customers don't mean higher rates — they mean lower ones. We have the tools. They've been piloted. Time to deploy them. @EnergyEmpirePod https://t.co/nweWGf0b9o
NH's Power Export Stays, No New Nuclear by 2028
New Hampshire is a net exporter of power because of Seabrook. Let’s bet that NH won’t be announcing a new Nuclear plant reaching FID by 2028.
Heat Pumps Slashed Russian Gas Use by Half
When the Ukraine war broke out, the NSC was only talking about LNG. I pushed for heat pumps. They said "cute idea, not gonna happen." Europe proved them wrong — 45-50% reduction in Russian gas through efficiency and heat pumps alone. https://t.co/PmB3c97oaf
Solar Capacity Adds 647 GW in 2025, Hits 2.9 TW
647 GW of solar capacity was added globally in 2025, up from 582 GW in 2024. This 11% year-on-year increase in 2025, following an already strong year in 2024, underscores that solar is playing an ever-larger role in the global...
Alaska LNG Doubtful; Accelerate Wind/Solar to Sustain Railbelt Gas
I don’t think the Alaska LNG facility is going to happen. We need to build the wind/solar projects quickly to extend the Railbelt gas supply.
Salvaged Tesla Battery Powers Ukrainian Lights Amid War
His totaled Tesla showed up on the app — charging in rural Ukraine, a year after the accident. Someone salvaged the battery. Now it's probably keeping the lights on during Russian blackouts. War repurposes everything. https://t.co/3W8ezKpCFR
EV Demand Will Outpace Mineral Constraints as Supply Improves
If you're running Indonesia or Nepal and BYD is offering you 100,000 EVs, you're going to buy 100,000 EVs. The critical minerals concentration argument is real. But solar panels today use one-tenth the silver they did ten years ago. The EV...
AI Power Demand: Estimates Vary, True Need Unclear
Data center developers are asking for 100,000 megawatts. Anthropic says they need 25,000 for training. NVIDIA says inference can run on 5 megawatt blocks that fit the existing grid. So why is nobody answering the question of how much they actually...
IRA Spurs 920 New Manufacturing Facilities Nationwide
Like the Inflation Reduction Act that had 920 announced and under construction manufacturing facilities? https://t.co/3GozcfkM29
Unlock 40% Grid Capacity with Sensors and Batteries
We measure the capacity of our transmission grid using a slide rule. Modern sensors unlock 40% more capacity that's already there. Add batteries on both sides of the grid and you solve congestion at 90% less cost. The tech has existed for...
Clean Energy Now Powers 90% of New US Capacity
90% of everything added to the US grid last year was clean energy. Most Americans don't know this. We're not "alternative energy" anymore. We're dominant energy. That's what @EnergyEmpirePod is here for 🗽🔌 https://t.co/v16d3ugteT
Coal Plant Emissions Travel Hundreds of Miles, Clouding Parks
Haze pollution does not originate in national parks, it can travel hundreds of miles from its source – coal plants– harming the air we breathe, and the health of park visitors, wildlife and nearby communities. https://t.co/1tPw3a6OZE
Batteries Unlock Full Potential of Existing Grid
You forgot the impact of batteries. Helps the whole grid utilize more of what we have already paid for. Welcome to the electrostate.
Oil Price Spikes over 100% Trigger S&P Corrections
“When oil prices rise more than 100%, the S&P 500 index typically suffers substantial corrections. While WTI prices have risen 50% so far, other non-US grades shown earlier have risen by 100% or more.” https://t.co/fN5M8QiCsW
Scaling Microreactor Production Could Slash Energy Costs
Microreactors produce very expensive power today but if we can manufacture them at a rate of 100 a year you could see the costs come way down.
China's $250B Marshall Plan to Accelerate Global Electrification
Michael Cembalest from @JPMorganAM talks on Open Circuit about his Eye on the Market report. One topic we discuss is a $250B Marshall Plan from China that will accelerate electrification efforts around the world. https://t.co/bYsQ3TDtQa
China’s $250B Marshall‑Plan Fuels EV Surge in Emerging Markets
This is exactly what James Gutman predicted on the latest episode of @EnergyEmpirePod. EVs are selling out in the top 50 emerging markets given the $250B “Marshall Plan” being rolled out by China. https://t.co/75BxCTbmpS
44-Year Rate Review Gap Ends with New Alabama Bill
“For forty-four years, Alabama Power has operated without a real rate review. That ends with this bill,” stated @EnergyAlabama. “The House heard from tens of thousands of Alabamians who stood up against HB 392, who spoke out against SB 360,...
Solar and Batteries Shield Against Fossil Fuel Price Shocks
"The widespread adoption of solar and batteries kind of serves as a hedge or a protection sort of against these price shocks that the fossil fuel markets are very vulnerable to globally," Nabiya Imran, Pakistani think tank Renewables First https://t.co/ELRMpiHyZb
AI Speeds Real‑time Generator Interconnection Cost Studies
We have the technology to implement this improvement over the generator interconnection process in many ISOs. Study cost can be accelerated and should be put into a real-time posture using AI.
Natural Gas Switch Costs More Than Solar, Batteries
Switching from coal to natural gas is not the “gift” you think it is. The infrastructure costs are enormous. Far cheaper to move to solar and batteries. The administration has hurt LNG security in a big way with this conflict. https://t.co/VIukiTxMxx
VPPs Accelerate Data Center Connections, Slash Bills 20%
Virtual Power Plants can help data centers get connected faster while giving consumers a 20% discount on their electricity bill. VPPs are anchored by batteries, EV charging, and smart water heaters. Fastest way to meet load growth. @EnergyEmpirePod https://t.co/Duchh2r3Fr
Cobalt‑Free LFP Replaces NMC in Energy Storage
The whole world is moving away from NMC chemistries towards LFP that doesn’t use Cobalt. Long Duration Energy Storage also doesn’t use Cobalt.
Most Drivers Fine With Level 1/2; Fast Charging Costs $0.99/kWh
The vast majority of folks don’t need charging this fast. But awesome that we can do it and I hope people know this will cost $0.99/kWh in infrastructure. For most folks level 1 and level 2 charging works.
China's EV Exports Boost Global Shift From Oil
China exported EVs to many countries around the world last year including Indonesia and Mexico. Many countries have plans to reduce their dependence on imported oil. This effort will be accelerated. https://t.co/7qYWV5pWKi
Battery Tech Slashes Data Center Power Costs by 90%
Glad to see a recognition that batteries and grid enhancing technologies can integrate 100GW of new data centers at 90% less cost than business-as-usual. https://t.co/H1IIqfo7u3
Offshore Data Centers Could Boost Offshore Wind Development
Can offshore data centers save offshore wind? Maybe we go offshore before we go to space. https://t.co/QAJ2RJG6Od
Batteries Accelerate Data Center Grid Connections, Cutting Costs
Great conversation with @Edison_Electric this morning focused on using new technologies to get more data centers connected to the grid faster. Connecting data centers to the grid is critical to bringing electricity rates down. Batteries are key. https://t.co/6SD5BHtq4g
Solar Leads New Power Additions, Outpacing All Sources
And now solar is the dominant way that new electricity generation is added to the grid every year. Last year over 100% of all new electricity growth came from solar, wind and nuclear. https://t.co/D91QsFnS6Z
Solar‑Battery Projects Cut Data Center Build Time to 18 Months
So many Solar/Battery projects have been in the queue for years and can get data centers online in 18+ months instead of 5 years.
New Playbook Guides States Balancing Growth, Modernization, Affordability
A new whitepaper from @DeployAction focuses on a critical "trilemma" for state policymakers: managing load growth, modernizing the generation fleet, and protecting energy affordability for families. We should get more our of what we have already paid for. This new playbook...
Peak Capacity Shortage Drives Soaring Electricity Rates
We have been talking about peak electricity demand for several years. There is a smart way to solve it and a "vibes" way to solve it. We won't have a lack of annual energy, we have a lack of peak...
Geothermal Must Add 2GW/Yr to Hit 10% by 2040
Geothermal could be 10% of US electricity production by 2040. To hit 10% in 15 years, you need to start with 400MW of new geothermal this year and scaling deployment to 2GW per year by 2030 and then by 10%...
Grid Debate Centers on Cost, Reliability, Not Clean vs Gas
The grid debate isn’t “clean energy vs gas.” No one cares. It’s about achieving system cost and reliability without 9% rate increases every year and hopefully avoiding natural gas price volatility. Let’s break down the arguments. 🧵
Data Center Growth Ends; Power Procurement Becomes Arms Race
Just read several embargoed reports coming out this week. We are no longer in a “data center growth” cycle. We are in a power procurement arms race.
Project Appears Nonexistent; No Official Steps Underway
Now it looks like the project isn't even real. The State hasn't seen any officials actions taken to get the project online anytime soon...
Batteries and Grid Tech Rise to Top Priority
Very true this is why batteries and grid enhancing technologies are moving into the priority position.
