Batteries $50B Beat Utilities' $550B Load Plan
“I think it's wonderful that we have finally established that $50 billion worth of batteries is cheaper than the $550 billion that the utilities want to spend between now and 2029 to accommodate all this load growth their way. https://t.co/FcKGc92e47 https://t.co/iSfDd2ORyj
Early SunEdison Tales: How Robert Heard Our Solar Plans
In our first episode of @EnergyEmpirePod, my friend @Phil_Radford joins us to recount great stories from the start of SunEdison. In this one we talk about our friend Robert who overheard our conversations about solar... https://t.co/95xM6cO6u1
Spend $33B on Flexibility, Not Idle Gas Plant
For $33B he could have solved the entire PJM capacity auction challenge with demand flexibility through 2029, but sure overpay for a gas plant that won’t run more than 20% of the year…
Thoughtful Electricity Growth Talk Leaves Key Questions Unanswered
Good to see my friends have a thoughtful conversation on how we meet our electricity growth needs. I think the talking points were a bit thick and many questions remained unanswered.
2026: Virginia Shows Real Change Comes From Scaling Existing Tech
Virginia just proved that 2026 is not about revolutionary tech. It’s about industrializing what already works. That’s where the real transformation happens.
Data Centers Misjudge Training Vs. Inference Power Needs
The dumbest thing is that the data center companies are combining the need for training and inference and assuming that all it needs to be in 1,000MW increments. They don't. Here are some estimates...
Small Distributed Data Centers Ease Grid Load
The question here is how much of this needs to be 1GW data centers that are difficult to add to the grid and driving higher electricity bills? We could build hundreds of thousands of small data centers within existing interconnections for...
SB 621 Pushes Efficient Use of Existing Grid
🧵 Why Virginia’s SB 621 matters: getting more out of the grid we have already pay for 1/ SB 621, led by Senator Srinivasan, is a bill focused on one simple idea: we most certainly have to build more grid, but...
Globally, Half Solar Comes From Rooftops; US Lags
Lots of conservation organizations want the US to balance rooftop with large scale. Most other countries in the world are closer to 50% rooftop/parking lot solar.
Fast Grid Capacity Gains Through Distributed Battery Flexibility
The real question isn’t, “How do we build more power plants?” It’s “How do we add power system capacity — fast?” That’s a fundamentally different problem. And it leads to a different answer: load flexibility — especially distributed batteries — aggregated into...
Off‑grid Data Center Mandates Will Backfire on Ratepayers
“The intent is to protect ratepayers. But the second-order consequences of forcing data centers off-grid are far worse than the problem the bill is trying to solve. Off-grid mandates will hurt everyday ratepayers, constrain American infrastructure buildout, and drive up the...
LPO Drives U.S. Nuclear Revival at Vogtle, Palisades
🧵 THREAD: LPO & U.S. Nuclear — Vogtle, Palisades, Liftoff Reports, and Reality-Based Finance LPO was designed in 2005 to help commercialize nuclear power. It was at the center of Vogtle, Palisades restart, and the writing of the Nuclear Liftoff Reports
Utilities Prefer Rate Hikes over Data‑center‑funded Battery Power
Culture change is hard. Utilities like @DukeEnergy would rather raise rates 15% on their ratepayers because they feel forced to pay “$3k/kW” for gas instead of adding 7,200 MWs of batteries paid for by data centers at existing solar sites...
Few NARUC Experts Trust Off
I surveyed over 100 people with decision making authority at @NARUC on whether a 100% off-grid natural gas anchored solutiosn could provide 99% uptime (not even 99.9999%). What percent of those experts were confident it was possible?
