Virginia’s Playbook Sparks Nationwide Push on Power Costs
This is why electricity cost increases have jumped as a major political issue. Appreciate the playbook that Virginia has rolled out that many other States are now copying. https://t.co/vR4R4ugFj3
Continental Resources Halts Bakken Drilling After 30 Years
What about North Dakota? “Continental Resources is pausing new drilling in North Dakota's Bakken shale for the first time in 30 years”
China’s Oil Intensity Exceeds U.S., Despite PPP Claims
China uses more oil per unit of GDP than the U.S. (roughly 20–30% higher) Purchasing Power Parity (PPP) can achieve the 40% claim but that seems dubious. The USA produces lots of oil (with Canada) which China doesn’t have so it...
Aim for $30B Geothermal Build by 2027
If we put our minds to it we could have $30B of geothermal under construction by the end of 2027. We need greater coordination with the Federal Government, data center companies, and electric utilities.
Gas Prices, Not Ideology, Spark Energy Transition
Energy transitions don’t begin with belief, policy white papers, or moral persuasion—they begin when the price sign at the gas station turns into a daily, unavoidable shock and the economics hit you in the face. https://t.co/I8aQqze7HF https://t.co/1rY16hpumU
No Middle Ground: Draw Stocks or Destroy Demand
The world has only two options: draw inventories or destroy demand. There is no third option. And while many people point to “global inventories” as a source of comfort, not every barrel in storage is truly available. This is a...
Data Center Owners Will Face Reality when Grid Fails
Shocking that these are the folks educating the folks spending $1Trillion on how the power grid works. They are going to have rude awakening when their data centers don’t work.
Dynamic Line Ratings Adopted by 20 Nations, Outpacing Grant Debates
We invented dynamic line ratings. Shipped it to the UK. Then Belgium. Brazil. India. Now 20 countries are using US tech to get more out of their grid while we debate $500M grants @Energy. Lets do better. https://t.co/NtmzFLRY18
Ceasefire Won’t Instantly Heal Supply Chain Disruptions
🧵 The US-Iran ceasefire is being called a "big day for world peace" — but the supply chain damage is already done. Here's what's broken, what it costs you, and how long it takes to fix. A thread on the...
Normal Tanker Flows in 2‑3 Months; Products 6‑12 Months
If the ceasefire holds, expect 2–3 months before tanker flows and refinery feedstock delivery approach anything like normal, and 6–12 months before refined product markets (jet fuel, diesel, chemicals) fully normalize.
Twitter Isn't a Teaching Platform; 75 VPP Case Studies Released
I have offered a teach in multiple times here. Twitter is not a teach in. We have 75 case studies in the VPP liftoff report update from Jan 2025
US Energy Independence Is a Myth Amid Global Shocks
Just read a wild JPMorgan note on the current energy + war situation. Here are the spiciest takes 🧵 “US energy independence” is basically a myth. Even as a net exporter, the US is still getting hit by global price shocks—sometimes worse...
Electrostates Win by Outpacing Fossil Demand with Electrification
Every country in the World is trying to figure out how to electrify more of their economy. Electrostates win when they reduce exposure to volatile imported molecules faster than demand in transport, heat, and industry can reconstitute it elsewhere. https://t.co/KGtlYPCZwK
Oil Reserves Aren't Instantly Deployable Due to Logistical Limits
•“Reserves” ≠ instantly usable supply These barrels are spread across countries and fields, and many aren’t quickly accessible. •Logistics constraints Transport, refining, and geopolitics limit how fast oil can be deployed.
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.