Update: The US Auto industry has retreated from EVs. That strategy will relegate them to the domestic market only or to extinction. The world is shifting to EVs. Global sales of fully internal combustion engine vehicles peaked in 2017. 🧪🔌💡☀️💨💧🔋 Paywalled link: www.bloomberg.com/news/article...

ALEC is promoting model legislation to codify unregulated "islanded" grids for data centers. The goal is to eliminate oversight by state PUCs, and presumably other regulators. This Cato piece shows the idea is getting traction in key states like NH, OH, WV and UT.

Have we run out of big ideas to fix the grid? @stephenlacey.bsky.social, @jigarshahdc.bsky.social, and Jane Flegal dig into why our biggest constraint isn't equipment or land — it's our inability to plan and build at scale. New Open Circuit 🎧 www.latitudemedia.com/news/open-ci...

This is such a critical point on state-level capacity to pick up the slack when federal support for climate (or really, for anything) dries up.

a lot of energy/climate policy events i've been to lately have stressed that states can pick up the slack for the federal government thanks to "federalism" and states being "laboratories of democracy" but i feel like this take crashes really hard against a bunch of states' balanced budget rules

The crazy heat wave that gripped the southwest half of the U.S. in late March 2026 joins our semi-subjective top-six list of the meteorologically stunning extreme events this century that have most astonished myself and @bhensonweather.bsky.social : yaleclimateconnections.org/2026/04/the-...

Welcome to @canarymedia.com's new series on clean energy in rural America! For the inaugural feature I went to California’s Central Valley, where water-starved farmers are planning what could be the world's biggest solar and battery project: www.canarymedia.com/articles/sol... #energysky

A single data point for y'all: Before the war, we were toying with the idea of a hybrid to replace our 15-year oldToyota. Now, we've reconsidered the decision to only focus on EVs. No solution other than a full break from consuming oil will insulate us from the wars of mad men.

we're all going to be learning about energy markets & contracts like we learnt about derivatives in 2008 lol

A deep dive into Google's data center development reveals that despite leading the industry on clean energy procurement, they too are building on-site gas to power data centers. @michael-thomas.bsky.social www.distilled.earth/p/google-is-...

This is my favorite climate change chart. Japanese monks, aristocrats, and emperors kept meticulous records of cherry blossom festivals for 1,200 years and accidentally built the world's longest climate dataset.

For the launch of our new Electricity Price Hub, I wrote about why rates and bills are not the same. We talk a lot about why rates are higher in some places than others. But some places (i.e. the South) have low rates and high bills, and demand different policy fixes heatmap.news/energy/elect...

Updated data on electricity price trends and drivers from the folks at Berkeley Lab @berkeleylabemp.bsky.social: emp.lbl.gov/retail-elect...

if you thought China was going to be the big economic loser from our Iran War -- since CHina purchases so much Iranian oil -- think again. Goldman Sachs thinks China will take half the hit to GDP growth we will, thanks in part to the country's massive investments in renewables + big oil reserves

Good time to re-post the best game on the internet. It gives you a country's energy mix (in 2023), you guess the country. jmelville.science/griddle/

US government officials and Wall Street analysis are starting to consdier the prospect that oil prices might surge to an unprecedeted $200 a barrel.

"Natural gas is widely perceived as a cheap fuel and source of energy. Sometimes that’s true, but gas markets are fickle and can change on a dime," @brendan.bsky.social told @shannonstirone.bsky.social: thepowerline.substack.com/p/why-are-na... via @energyinnovation.org 🔌💡

Ultimately electricity and gas prices will be decoupled, not by fiddling around with market rules, but by the continued expansion of renewable, nuclear and storage capacity to the point where gas becomes an increasingly negligible part of the supply mix. The sooner this happens the better. (12/12)

In Ep. 272, oil analyst @roryjohnston.bsky.social explains why the Iran war has thrown the world into uncharted territory, with unprecedented high prices ahead. Are you ready for record high gasoline prices? This episode is not paywalled, so enjoy & share widely! xenetwork.org/ets/episodes...

Confirming my scoop from last week, Interior Secretary Doug Burgum announced this deal with TotalEnergies today. Story w/ @bradplumer.bsky.social www.nytimes.com/2026/03/23/c...

When the forecast drives billions of dollars of investment, getting it right is important. gridlab.org/portfolio-it...

Latest from the local truck stop

New York's governor is trying to undermine the 2019 climate law that the NY legislature passed with overwhelming support. Where the rubber meets the road: Accounting for methane, the main component of natural gas and a fast/potent climate pollutant. 🧵 with some background on methane.

The current heatwave in the US Southwest is utterly destroying many records for this time of year. Phoenix, Arizona has ~90 years of daily temperature data, and yet recent temperatures beat the previous March record by 5 °F (2.8 °C), and would actually tie the record for April.

New Brattle Group report highlights how improving system utilization can help reduce electricity costs: www.brattle.com/the-untapped...

New report from Duke Nicholas School and Roselle outlines state policy pathways to enable large load flexibility: nicholasinstitute.duke.edu/publications...

Electric vehicles are already cutting 2.3 million barrels of oil demand per day. That's about to double under a business-as-usual scenario this decade. It could go faster if EV sales rise, which there are indications they will at this oil price. 🎁🔗 www.bloomberg.com/news/article...

Many are aware that data center load is straining the grid because of the load, fewer are talking about how the absurd oscillations LLM training centers create are likely to reduce the lifespan of major grid equipment if not worse

Regularly scheduled reminder that data are *always* political

I have a new story with @rebeccafelliott.bsky.social on how Meta and others, seeking power for data centers, are building their own power plants. These projects have transformed places like New Albany, Ohio, where farmland has given way to industry. Gift link: www.nytimes.com/interactive/...

My article @climateconnections.bsky.social today examines how, despite their polar-opposite politics, California and Texas became leaders in solar, wind, and battery deployment. The most important thing you need to know is that I came up with the headline – I'm very proud of it 😅 🧵 follows [1/8]:

Google is developing a 1 GW data center in Southeast Michigan. The project would include $10 million for energy efficiency and weatherization and plans to add 2.7 GW to the grid, largely composed of batteries and clean energy.

In 2025, China opened 580 metro miles, added 1,200 high-speed rail miles, opened 3 suspension bridges >4,500 feet (including the world's highest), & built the world's longest cable-stayed bridge (also the world's tallest). It will take Oregon & Washington 19 years to replace one highway bridge.

Well, the ridiculous mid-March heat has officially arrived in the Western U.S., with quite a few locations in California already reaching/breaking all-time monthly records today. Believe it or not, the heat will further intensify and become even more widespread later this week.

This policy simultaneously is: 1) a taxpayer funded corporate handout for nothing in return; 2) actively damaging to our national security; and 3) worsening energy affordability in the middle of a self-inflicted energy shock. So. Much. Winning. www.nytimes.com/2026/03/17/c...

Last night was a big night for offshore wind: Vineyard Wind finished construction and Revolution Wind began sending power to the grid @wbur.org #energysky www.wbur.org/news/2026/03...

BFD: Revolution Wind is delivering power! If Rev Wind has the same capacity factor as South Fork Wind did in its first year (46.5%), it will generate 2.74 TWh of electricity annually, equivalent to 34% of power use in the state of #RhodeIsland! /1 #offshorewind revolution-wind.com/news/2026/03...

Pretty interesting new EIA analysis from the US, v odd it hasn't got more attention Data centre growth will - Boost coal and gas generation - Make electricity prices higher (HUUUGGGE increase in Texas) Not new but V new for the EIA to say this out loud and explicitly www.eia.gov/todayinenerg...

Wow - in one shot, Codex managed to replicate the NERL ATB LCOE calculation in a single, callable python function. I pointed it to the ATB data parameters CSV and a page documenting their equations and 12 mins later (and it works, produces the same results).

If the Strait of Hormuz ends up closed for months, we're going to wish we took early action to ramp up EV production and sales, replace fuel oil with heat pumps, and deploy renewables as fast as we could (especially in regions that still rely on oil/dual fuel peakers for summer and winter peaks).

It's going from bad to worse. www.bloomberg.com/news/live-bl...

Really glad to see @sammyroth.bsky.social covering what I agree is one of the most important under-the-radar climate stories of this year so far. LADWP is one of the most powerful decarbonization agencies in North America, and it's looking for a new GM www.climatecoloredgoggles.com/p/los-angele...

How much profit is your utility making off you? Electricity costs are soaring - this tool from @energyandpolicy.org shows how much extra your utility charges per month. Nationally, electric utilities took ~15% of your bill for profit last year. energyandpolicy.org/utilityprofi...

Welp. Great discussion, terrifying implications.

Data centers flexing demand, with real workloads, with near-instantaneous response. Very cool to see the latest from Emerald AI: ngpartners.cdn.prismic.io/ngpartners/a...

New policy report just published with groundbreaking data showing that China's new global role in the green transition is investing in manufacturing, not financing infrastructure: "China’s Green Leap Outward" www.netzeropolicylab.com/china-green-...

TPUSA getting involved in public power elections now? subscriber.politicopro.com/article/eene...

TSMC, the company that makes 90% of the world's advanced chips, draws 8.9% of Taiwan's total electricity. Gas disruption = Chip disruption

This is really bad.

If only the they could connect to the grid.