Battery integrated heat pumps! Between this, Copper stoves, Pila Energy, V2H--we are seeing BTM #energystorage disintermediation and totally mee customer channels. (Which means every business is competing with every other business in this space...) Exciting times for innovation #energysky

it's not a constitutional crisis, it's a constitutional opportunity

Happy Liberation from Liberation Day, to all who celebrate (altho the Supreme Court majority may just adopt the Federal Court of Appeals' dissent opinion re: legality of IEEPA tariffs, which is basically "emergency = unlimited POTUS tariff authority") storage.courtlistener.com/recap/gov.us...

While it was long expected that the ERAS process would accelerate gas generation, it's interesting to see 15% of MW proposed are #EnergyStorage, primarily in Indiana, Michigan, and Minnesota. It will be interesting to see if those batteries have nearer-term CODs than the gas plants...

Thermal storage is going to stay hot for a long time

So many 90s eras electronic tracks are being recycled into 2020s dance music. Not against it...but is it just cause I am old that I think the new versions are just bad even compared to the quasi-MIDI sounding originals?

*sighs* *opens Outlook* *creates new "EPA" directory under "Policy / Federal"* 🔌💡

Great thread critiquing each state's flag design. Was not aware of how many are bad line art

David is a pragmatist with an excellent depth of understanding of US energy and power markets and regulation. I am optimistic that he will provide steady leadership at FERC, even if it is for just a few months.

Keep it going yall

Fascinating power market idea: make a liquid market in standard derivative contracts, then create a central long-term offtaker who resells the "merchant tail" years to market offtakers. Enables developers to get long term contracts, allows buyers to stay short tenor. What do you think #energysky?

Anyone have a good analysis of the GW of potential gas plants by COD in the US, based on known gas turbine supply deliveries? #energysky

SPP i know you're scared but you got to believe in yourself

Stephen Colbert should pull a Zelenskyy amirite

DOE was ordered to devise a capacity accreditation method and do a nationwide assessment of resource adequacy, presumably to create a rationale for 202c authority to keep coal plant running. It's out. #energysky, what do you see in this? Drop notes in the thread www.energy.gov/sites/defaul...

Quick takes for #EnergyStorage in the Senate's bill: * ITC unchanged, available to 2030s * FEOC content test stricter, now prohibitive of projects w/ FEOC-linked cells from 2026 * FEOC remains onerous and likely unfinanceable Unless FEOC is fixed, is an effective phase out at end of 2025 #energysky

a Republic, if you can keep it

My quick summary of Senate's bill text re: the ITC for #EnergyStorage: * Storage eligibility timeline unaltered--still can access through 2031+ * FEOC-linked capex cost required to be <40% for projects commencing in '26, steps up 5pp/yr thru 2030 Do I have that right? Seems like a win. 🔌💡

New NERC 2025 State of Reliability report: "Improvements in frequency response are being observed in areas of the country that have high concentrations of battery energy storage systems (BESS) and incentives in place to encourage or require participation." 🔌💡 www.nerc.com/pa/RAPA/PA/P...

Competition and high costs to obtain gas turbines, a construction labor shortage, and the costs associated with tariffs mean that it will take at least 7 years to get new gas-fired plants online, NextEra CEO John Ketchum said at the Politico Energy Summit. 🔌💡 ca.finance.yahoo.com/news/nextera...

Come for the changing logic of war, stay for the case of for buulding a defense-industrial base for batteries. As I've said before, #energystorage is a civilizational advance on the same order as nuclear fission. And the IRA offers a serious battery industrial policy in clean energy clothes.

🔌💡 Killing off federal tax credits will raise the cost of wholesale #electricity 50% by 2035. And that's not all. www.realclearenergy.org/articles/202... by our @brendan.bsky.social #energysky #greensky

President Trump nominates Laura Swett to be the new FERC commissioner after Marc Christie. Laura is currently a lawyer at Vinson & Elkins and has done work for the oil and gas industry on pipeline litigation #energysky 1npdf11.onenorth.com/pdfrenderer....

Friends, a couple months ago there was an essay circulating about how American life and culture is cynically about "getting the bag." Ring a bell? Share a link? I'm sad I did not save it and have want to remind myself of it, it was a great essay.

The ability to quickly build new resources, even those with "lower" capacity accreditation, will support power system reliability in the near term better than overwrought deliverability studies that try to account for each resource's contribution and slow everything to a crawl

Battery discharge on the CAISO grid went over 10,000 MW for the first time on Tuesday at 7:45PM! This represented 32.5% of "generation". Source: www.gridstatus.io/charts/fuel-... Thanks to @gridstatus.io for info. @californiaiso.bsky.social #EnergySky

why kleptocrat when you can just cryptocrat

Midwest grid operator MISO wants to fast-track fossil gas plants ahead of solar, wind and batteries waiting years to connect. Clean energy groups, grid experts, and former FERC commissioners say that's unfair, costly, and will make grid problems worse: www.canarymedia.com/articles/tra... #energysky

Geez. This is going to move the #energystorage market in California.

Hey #energysky, CA's Reliable and Clean Power Procurement Program (RCPPP) proposals are published! This is intended to set CA's energy transition course and replace the CPUC's procurement orders....based on marginal ELCC. Thinking this would be quite disruptive (?) docs.cpuc.ca.gov/PublishedDoc...

Hey #energysky -- who out there is doing the best work on data center/large load regulatory issues & solutions?

So #energysky, if I read this EO correctly, it directs agencies, including FERC, to identify regulations that facilitate monopolies, create barriers to entry for new market participants, or limit competition. There will be a public RFI to follow. Seems like there's a lot there, eh?

Tariffs on batteries from China going up to 61.5%, with a shadow of more hanging over (Venezuelan oil tariffs, active anode materials AD/CVD). This will throttle US #energystorage deployment when it's the largest source of near-term grid capacity/RA. Bad for business, bad for grid reliability 🔌💡

As this Administration stops transfers to states/localities and contracts for services & infrastructure, state/local govt budgets will either need to absorb (via debt 1st, taxes 2nd) or make severe cuts in services/investment. Do I understand this right? What's the capacity for state/local debt?

the internet starting to re-fragment into having Actual Websites again as centralized social media self-destructs is unironically one of the absolute best, most positive things happening rn

If you accept that non-citizens have no right to due process, you are accepting that citizens have no right to due process. All the government has to do is claim that you are not a citizen; without due process you have no chance to prove the contrary.

WSJ: "Economic Growth Now Depends on Electricity, Not Oil" yup www.wsj.com/business/ene...

“if you have a new charging platform / new battery chemistry, VW & BMW will say, We’ll hustle to put this into our systems, & we’ll put it in 5 years from now. @Tesla might say, we’ll hustle and get it in a year from now.” “China can say, we’ll put it in three months from now” #battchat

‘CAISO battery peaker plants displaced <30% of monthly demand for gas generation in spring 2024...The battery fleet, largely systems w/four hours, displaced an estimated 30 Bcf of natural gas through the first eight months of 2024, as much as in all of 2023’ - @shanumathew.bsky.social

Here come the batteries! 26 GW of batteries! This installation curve is steeper than the early 2000's gas boom. It's the battery boom! #EnergySky

Just finished Vernor Vinge's A Deepness in the Sky. Not only excellent sci fi, but an interesting take on how "automations" (code, AI, etc) are civilizational assets. (Hey @aptshadow.bsky.social was this an influence for Children of Time?)

Entirely new (if extinct) branch of eukaryotic life seems like a pretty massive OMG science moment

As a reminder why this all matters--the 2020s is when storage was supposed to scale up to provide RA otherwsie providedby thermal gen. In CAISO, ERCOT, ISONE interconnection queues, storage topping all other resources, with WECC close to the same. #EnergySky

NextEra CEO just said at ceraweek that gas has gone from $700-800/kW a few years ago to $2400/kW now

The 3 major headwinds to #EnergyStorage deployment in the US -- trade/supply chain, interconnection/permitting, & system planning -- are blowing harder than ever. In the 10 years I've been at it, it's the most challenging policy landscape I've ever had to navigate www.linkedin.com/posts/jburwe... 🔌💡

Everybody Loves the Sunshine is the track that greeted me at my first sunrise ever at Burning Man in 2002. Every time I hear it, I get a warm fuzzy good feeling. RIP Roy Ayers.

This isn't what grabs attention (that's price), but it is one of the first things that comes to my mind in this whole mess - we have decades of cooperation and coordination on the physical infrastructure itself, and it could all be thrown away for nothing 🔌💡

20% of US imports ($5.7B in 2023) of electric transformers are from Mexico. That supply chain was already stressed. Now more expensive too, due to tariffs oec.world/en/profile/b...

* they don't know if 10% or 25% would apply * no CBP mechanisms exist for measuring/valuing electricity * lol wheel-throughs 🤷‍♂️ * the federal government has provided no instruction or clarifications the last one is just gross negligence and incompetence from the admin (also, not surprising)