Our 400+ page comment on the DOE climate working group report is now out. Our conclusion: The merchants of doubt are back, and they're coming for climate science.

Yesterday I wrote about how far the Inflation Reduction Act didn’t go, as comprehensive climate policy, even as it transformed how the state shaped markets.

"Free D.C.! Free D.C." Chants of protest against Trump break out in the 51st minute of tonight's Washington Spirit game at Audi Field.

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In addition to the AI Action Plan, a few new AI-related EOs out this evening. The most interesting for energy nerds is the Data Center Infrastructure EO. www.whitehouse.gov/presidential...

It’s hard to find a trend in the electricity system right now that *doesn’t* point to near-term rate hikes if not a broad affordability crisis. That’s a serious problem for climate policy, but also the American economy writ large. I wrote about it: heatmap.news/politics/ele...

but which one

"There is a way to apply a set of carefully crafted restrictions to wean us off Chinese supply chains, but . . . if we scatter rakes across the floor for companies to step on, they will just throw up their hands and send their investments overseas, leaving us more reliant on China than before."

🚨New Report🚨 🔌💡 The U.S. Senate's “One Big Beautiful Bill Act” #Energy Provisions, will cost America 300GW of new power, $960 billion in GDP, and 770,000 lost jobs. Check out the other economic impacts of the bill 👇 energyinnovation.org/report/econo... #greensky #energysky

Senate Finance Committee bill maintains tax credits for nuclear, geothermal, energy storage, and hydropower... but immediately terminates this other tax benefit? It's not clear that there's any replacement for MACRS elsewhere in the proposed text. #💡 🔌 yardsale.energy/removing-acc...

Killing MACRS depreciation for clean energy forces all credit-eligible energy projects into transferability markets rather than into tax equity transactions. Fine for S/W. But seems bad for nuclear and geothermal... which have no transferability markets bc they're emerging tech.

The infrastructure investments of the past four years represent the most significant progress since the Eisenhower era. But they are neither guaranteed nor permanent. If Congress and the Trump administration don’t act now, we won’t just cede economic advantage. We’ll see energy costs spike…

Implications of the US LNG export boom for domestic gas prices - from EIA's latest Short-Term Energy Outlook: "Higher natural gas prices in 2025 and 2026 are the result of strong export growth that persistently outpaces U.S. natural gas production." www.eia.gov/outlooks/steo/ 🔌💡

Electricity demand is growing. New natural gas capacity will take time to ramp up, likely 2030. Why kill support for the only resources that could actually scale deployment in the next few years? yardsale.energy/republicans-...

Finally, a good picture of DOE HQ! Really captures the feeling of being nestled within a forest of concrete and glass. So soothing.

There has been a lot of questions about the Loan Programs Office and the work that they did over the last four years to process a record $108B of loans to help commercialize technology across the United States. A 🧵

I wrote about a scandal in the Big Beautiful Bill that should really be shocking even if it isn’t surprising. Replacing jet fuel with corn and soybeans doesn’t pencil out for the climate, so Congress wants to take away the government’s pencils. @yalee360.bsky.social e360.yale.edu/features/cor...

Every year on Memorial Day, I share this video of French caretakers who take sand from Omaha Beach in Normandy, and scrub them into the letters to give them the gold coloring. They do this for all 9,386 US soldiers who died. France also gave us this land as American soil.

MC stands for "Master Class." I would definitely listen to her thoughts!

DOE issues first order attempting to keep a coal plant online that was slated to retire. The JH Campbell plan in Michigan. www.energy.gov/sites/defaul...

Highly doubtful that nuclear ITC phaseout for all post-2028 reactor starts will be sufficient to achieve industry liftoff, and it almost certainly kills most advanced reactor companies and the emerging US fusion industry.

What if big clean energy projects could earn the ITC while under construction? What if this existed and nobody knew about it? Qualified Progress Expenditures were added in the IRA and majorly benefit big projects like nuclear... if the credits survive. More at: yardsale.energy/qualified-pr...

Capacity accreditation is deep and nerdy and super important. What happened last PJM auction cycle was an ironic shift: gas underperformed in winter storm Elliot, so PJM assigned much lower capacity values to gas - dropping from ~90% to %60%. Now we had less capacity, so prices shot up #EnergySky

Coupled with the existing FEOC and "material support" restrictions it seems like there are projects which are already under construction that now won't even qualify...

This is the deepest journalism I’ve seen yet on AI’s impact on the US power sector. I’m honored to be included w/ David Victor, Ari Peskoe, Costa Samaras, EPRI, and others. 🔌💡 www.technologyreview.com/2025/05/20/1...

One of the world's biggest data center booms is quietly underway just outside of Reno. Some projects have been covered, but few outlets have recognized the full scope of the plans. The developments will require gigawatts of new electricity generation & could consume billions of gallons of water.

Wall Street read the Ways and Means IRA language and thought it was "better than feared": tax credits still only phased out intead of being cancelled immediately. Some clean energy stocks even went up. Then they realized the langauge would kneecap the storage industry heatmap.news/economy/wall...

Let's be real: if Republicans pass the House budget bill as is, it will murder the US nuclear industry, ruin our chances of winning the AI race (by constraining power supply), concede the global auto sector to China, and vaporize about half a trillion dollars of US manufacturing investment...

DOE's super useful guides to commercializing key technologies are back! You can find the collection of "Pathways to Commercial Liftoff" reports here: yardsale.energy/liftoff-reports Plus check out my amazing graphic design skillz!

🚨 NEW PAPER 🚨 In the largest multi-model study of U.S. decarbonization strategies to date, we explore technology and policy implications for reaching net-zero emissions using 14 energy-economic models. A thread of key takeaways in 10 charts...

Every single investor memo I’ve seen so far has completely misread the “material assistance” FEOC language from Ways and Means and drastically understated its potential impact. @robinsonmeyer.bsky.social got it dead on in his piece today. Suggest everyone read it. heatmap.news/politics/hou...

Proposed changes to the Inflation Reduction Act's tax credits, along with recissions to DOE's Loan Program Office funds would, would ultimately kill new nuclear projects in the US and put the nuclear industry resurgence at risk. See more at: yardsale.energy?p=43

What a heart-rending, beautiful, enraging piece by #KseniiaPetrova as told to #AlexEllerbeck at the @nytimes.com. www.nytimes.com/2025/05/13/o...

This is insane. Republicans have inserted language into the budget reconciliation bill that would ban states from regulating AI in any capacity for 10 years. from @404media.co www.404media.co/republicans-...

Here is a rundown of exactly how the GOP proposal would change every clean energy tax credit. While it looks like a bunch of nips and tucks, it's probably more akin to a full repeal. More analysis from us to come. heatmap.news/politics/way...

RIP to any potential that existed for the ITC to be usable by nuclear facilities, especially

Same with loans from the Loan Programs Office. They go in expecting to see fraud and after getting a presentation are flabbergasted about how well the loans were structured and say “we should do more of those”…

LEOXIV is an absolute gift to crossword constructors

“DOGE doesn’t care what we do and will treat us the same as all other agencies: with contempt,” an Energy Information Administration staffer emailed her bosses this year. “Shame on you for falling in line and giving up without any perceptible effort to fight.” By @peterelkind.bsky.social

If anyone wants to hear a bunch of power system experts talk about what we know about the Iberian blackout and what we don't, EPRI has you covered: www.youtube.com/watch?v=LNSt...

Still find it unbelievable that @capitalweather.bsky.social has no NYC equivalent. It’s such a mainstay in DC. I always loved it but until I moved away, I didn’t realize how peerless it was (or how a good weather blog makes daily life just *that* much easier to plan).

I have a new essay out in a collection by @rooseveltinstitute.org. If we want clean energy industrial strategy, we have to deliver for everybody. We need to approach decarbonization as the biggest megaproject in world history, & ensure it gets done on time. rooseveltinstitute.org/blog/buildin...

Are Americans ready for the Spirit Airlines model to come to the EV world? EV startup @slateauto.bsky.social is betting on it. @andrewmoseman.bsky.social has the full story on the "rock-bottom, dirt-cheap" trucks that may convince buyers to go electric ⬇️

BREAKING: Police just surrounded Rev. William Barber, prominent activist and pastor, as he and others prayed in the U.S. Capitol Rontunda. Police then expelled everyone (including press!) from the Rotunda to (presumably) arrest them. I've covered protests here a lot. Never seen anything like it.

Hey DC, go outside in the sunshine and look at the flowers rn

China using its rare earth monopoly to retaliate against us is the most predictable and predicted consequence of the trade war, so why is the trump administration crippling the parts of the DOE that actually work on the rare earth supply chain? heatmap.news/economy/chin...

URGENT!! Looks like I am going to be interviewed for LBC News later (6.20pm UK time) about the Spain and Portugal power outage... ...which gives me about three hours to find out what is going on, what could have caused it and what part renewables, if any, played in this... (1)

A great @stephenlacey.bsky.social analysis -- and a GREAT @open-circuit.bsky.social episode -- to end the week at @latitudemedia.bsky.social. cc: #energysky www.latitudemedia.com/news/how-tru...