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.
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?