With electric grids across the country already under strain, Big Tech is racing to build and deploy power generation capacity that’s independent of the grid. Indeed, the push for behind-the-meter (BTM) generation was a major theme of the PowerGen conference in San Antonio last month. But as the race for generation capacity has tightened, so has the supply of gas-fired turbines, the workhorses that generate more than 40% of the juice produced in the US. Three companies dominate the gas turbine market — GE Vernova, Siemens, and Mitsubishi — and they haven’t been able to keep up with the surge in demand. Check out my latest on S*bst*ck: https://t.co/BmyGmqabYb

Transmission “legacy:” State launches $50m CopperString community benefits fund #energysky -- via Renew Economy: https://t.co/weTwWmtyUm https://t.co/D29AYgcZJx

$SPX is still stuck between 6800 and 7000. But under the surface, $DE exploded higher on earnings, $CVX and $COP broke out with crude oil, and $COIN is showing amplified volatility vs #Bitcoin. Here’s what I’m watching next: https://t.co/bQnwyKMJeh https://t.co/v7DLLL1mYC

Will Virtual Power Plants Ever Really Be a Thing? #energysky -- via Heatmap News https://t.co/dcAFkIKHrx https://t.co/KJjvjkI94m

Fraunhofer ISE, PTB report just 0.15% uncertainty in PV module yield measurements #energysky -- via pv magazine global: https://t.co/ciKzGySvHh https://t.co/EC74qdInx6
Pembina Raises Serious Questions about Canada-Alberta MOU Negotiations Janetta McKenzie of @pembina Institute has 4 concerns: 1 AB's TIER system is gutted 2 @cdnoilsands can fund its own CCS 3 No taxpayer $$ for pipeline 4 No perks for AB #ableg #abpoli https://youtu.be/ajQssj0URRs
Base Power takes first step into distributed energy storage market for regulated utilities #energysky -- via pv magazine usa: https://t.co/a4LRie1NmE
Hilarious — Trump claims China has no wind energy, meanwhile, news just came out China has successful tested a new airborne wind turbine that is essentially held up by a helium blimp. Oh yeah, btw, China is the world’s number...

Armenia's power is supplied by what is widely considered the least safe nuclear reactor on the planet, and it has no money to replace it. With Russia occupied in Ukraine, the country is desperately searching for a solution. On one end,...

When winter storms arrive, solar and wind frequently generate less than 10% of their supposed "capacity." If we tried to truly rely on solar and wind to the point of shutting down more fossil fuel plants, Americans would have routine blackouts. Do...

Ethiopia didn’t ban petrol cars in 2024 to hug trees: Importing oil was bleeding them dry - costing over $5b/ year in precious foreign exchange From close to zero before the 2024 ban, EV sales now make up over 60% of...

Could the AEMC be “kinda right” about fixed network costs? Late submission lobs curveball into debate #energysky -- via Renew Economy: https://t.co/M5UcGqLiiu https://t.co/EAQf6ckk0b

According to a report from the International Energy Agency, an average AI datacenter consumes as much electricity as 100,000 households. AI = HIGHER ELECTRICITY PRICES = AN AFFORDABILITY PROBLEM. https://t.co/65QNfr2y4U
Gigawatt-hours of investments, tolls, optimisation and platform financing across Europe this week #energysky -- via Energy Storage News: https://t.co/ypYzZ8xa8y

Solar Energy Industries Association president reflects on decade of progress #energysky -- via pv magazine usa: https://t.co/tbHnPi0r3A https://t.co/0nNhikDzH0

SALD launches large area sheet-to-sheet tool for perovskite solar pilot lines #energysky -- via pv magazine global: https://t.co/1T4zFQX3n4 https://t.co/XXG8fpaR0N
Expectations of a possible US strike on Iran—currently oscillating between wait-and-see and watchful anticipation—have introduced a risk premium into an otherwise well-supplied oil market. My talk w/ @KellyCNBC @CNBCTheExchange https://t.co/XwyD5XmiRg

27th of 49 days in 2026 with >100% WindWaterSolar on the @CaliforniaISO grid. Gas own 54% in vs 2024 and 56% vs 2023 Batteries up 54% vs 2024 and 301% vs 2023 PV up 38% vs 2024 and 56% vs 2023 PV+Batteries displacing gas Imports...

"Solar and batteries can power the world" Tom Brown is mostly on BlueSky these days but this is a great blogpost so I'm sharing it here too. https://t.co/KU6aqsHfEZ https://t.co/1pVWCGUOKs

We often hear the claim that intermittent solar and wind are cost-competitive with reliable sources of electricity. This is an accounting fraud. The cost of solar and wind is paid on top of the cost of an on-demand power source, not instead...

Impactful discussion with 🇳🇱 @MinisterKGG, 🇬🇧 @Ed_Miliband, 🇦🇺 Stephen Jones, 🇪🇸 Sara Aagesen Muñoz & other leading figures on what is needed to ensure electricity systems can cope with the growing range of threats they are facing, both old and...
Silicon Valley’s energy appetite is so insatiable that it is now trying to build a colossal shadow power grid for itself nationwide. But will it work? Said @JigarShahDC : “This whole thing feels like a fairy tale concocted on...

Important discussions with 🇳🇱 @MinisterKGG, 🇺🇦 @Denys_Shmyhal, 🇱🇹 Žygimantas Vaičiūnas, 🇵🇱 @motykamilosz & others on Ukraine’s energy security Ukraine’s energy system is facing major challenges, but steps can be taken now to meet urgent power needs while preparing for the future...

Iran risk is unpriceable, writes Rabobank's Joe DeLaura. No strike and oil fades to the low $60s. A strike and $90+ is immediate. What matters isn’t the spike, it’s how long the disruption lasts. #OilMarkets #Iran #Hormuz #Geopolitics #EnergySecurity https://t.co/L6wTlG3QZf
Truth from @ClydeCommods 👇 The Iran risk premium assumes a deal or a contained strike that leaves flows intact What if Iran stops playing by the “keep oil flowing” rule & targets infrastructure to force political outcomes? That tail risk is higher than...
No matter how sunny a region it is deployed in, solar is not a reliable source of power. Even in sun-drenched Arizona, a series of three low-pressure systems wiped out most of the state's solar energy for 6 days in January...
Venezuela’s oil “revival” is being wildly oversold. It’s a salvage operation. Rusted pipes, polluted lakes, broken upgraders, and legal risk everywhere. You can’t fix 20 years of decay with a few rigs & a pep talk. https://t.co/tmf2KANGJr #OilMarkets #Venezuela #EnergyReality #Sanctions #crudeoil
Listen up! Incredibly fun conversation with my friend @baglino of @heronpower on power electronics, from a history lesson to a tour of all the things we'll soon be able to delete in solar, BESS and data center power equipment https://t.co/Zm2MVanCS0

A great pleasure to meet with Thai Permanent Secretary Prasert Sinsukpraset at the #IEAMinisterial We signed a new joint work programme to further strengthen IEA-🇹🇭 cooperation across key areas, including power systems, energy technologies, energy efficiency & more. https://t.co/g4zRIVstEo
$PWR: more evidence of the DC+Grid+Power theme - EPS beat/raise with Year-End Remaining Performance Obligations of $23.76B and Total Backlog of $43.98B. Year-End Electric Infrastructure Solutions Segment RPO and Total Backlog Reach All-Time Highs.
This is what happens when you weaponize tariffs and international alliances: people will assume you would also weaponize energy exports.
👀IEA head Fatih Birol, in press conference after ministerial meeting, does not commit to keeping the "net zero" scenario in the next flagship World Energy Outlook. Notes the last WEO just came out a few months ago, haven't considered the...
1. Something unusual happened to a key indicator of operational efficiency in the U.S. ethanol industry in 2025. See my latest FDD for all the details: https://t.co/ehKyQvEQGp

Excellent exchange with Korea's Vice-Minister of Climate, Energy & Environment Hohyeon Lee at the #IEAMinisterial We had a wide-ranging discussion on 🇰🇷's energy priorities, including energy & AI, energy security, technology supply chains, upgrading the power grid & nuclear https://t.co/1GKQdBGKMH
#Mission300 is strengthening grids across #Africa. For example, a 225 kV transmission ring now links Guinea to Senegal, The Gambia and Guinea-Bissau. This transmission ring is a vital component of the West African Power Pool, which spans 14 countries. https://t.co/kWAgiIv7Oa https://t.co/T8tpU9C76L

EU GAS STORAGE facilities are now less than one-third full, with more than a month of the winter heating season probably still ahead. Storage facilities were on average 32.5% full on February 17, the second lowest seasonal fill in records...

One of the best deep dives I’ve seen recently is on the “boring” propane industry, by Emeth Value Capital. Covers regulation, supply & demand, and detailed public company breakdowns. Also part of the $SPB.TO pitch. If you like learning new industries, this...

Who says clean energy and nature can’t thrive together? New @NatLabRockies research confirms what global studies are increasingly showing: utility-scale solar farms actively foster biodiversity By planting native prairie under panels, 3 sites in Minnesota have transformed into thriving sanctuaries for...
I doubt many people have any idea what you mean by “the built in double tail” or how that relates to my post on oil prices and geological fear about the Iran situation @B2Balzer

If the US strikes Iran, it won’t be a weekend event, writes @TheMichaelEvery Retaliation risks include terror cells in Europe The broader Middle East is flammable Energy markets are rightly pricing tail risk—but the real question is duration, not ignition #OilMarkets #Iran #Geopolitics...
Jupiter International doubles solar cell manufacturing capacity to 2 GW in India #energysky -- via pv magazine global: https://t.co/N7yACehDbe
LNG exports volumes are now higher than gas for US homes or businesses The public is subsidizing corporate oil & gas company profits. Long live Make America Great Again https://t.co/cKeIFab7A4 #NaturalGas #LNG #EnergyMarkets #ElectricityPrices #USPolitics #EnergySecurity

Another NSW battery sent for independent review by interstate and long-distance objectors #energysky -- via Renew Economy: https://t.co/4Yc1aJjiuA https://t.co/QBPyuoR6kC
China hasn’t stopped buying U.S. LNG It’s just not burning it at home. Long-term contracts still bind the two systems Flexible LNG markets let China arbitrage politics by diverting cargoes to Europe. Does anyone on Team Trump know this? https://t.co/CacMbcaSMk #LNG #China #EnergyMarkets #Geopolitics #TradeWar #NaturalGas
Trump tariffs couldn’t save a major U.S. aluminum smelter Smelting lives or dies on cheap, reliable power AI and data centers now outcompete metalmaking for electricity. Tariffs are the minor leagues. Energy is the big show. https://t.co/z7ZanDwxd5 #Aluminum #EnergyPolicy #Manufacturing #AI #Trade #PowerMarkets
Oil rallied on fear Iran headlines + Israel alerts = instant risk premium in a tight market But geopolitics don't matter. Except they do in small continuous increments that convert to a steady aggregate premium. https://t.co/6vQGj7YEmu #OilMarkets #Geopolitics #Iran #EnergySecurity #crudeoil
UL Solutions develops new standard for solar inverter cybersecurity #energysky -- via Solar Power World: https://t.co/TvHlobdGEg
On-site fossil generation is quickly becoming a big liability for data center developers. At Firma Power, we're supplying clean power solutions for grid connected data centers and a real alternative to this polluting path to power.
Octopus acquires California solar-plus-storage project as part of US$1 billion investment #energysky -- via pv-tech: https://t.co/Cv3DZMxKvt
Battery storage can help establish a new era of European energy resilience #energysky -- via Energy Storage News: https://t.co/H4SPIjSkjN