Batteries are going to get a lot cheaper Gas won't California invests big in battery storage leaving rolling blackouts behind California now has around 14GW / 50GWh of utility storage and another 3GW of domestic and commercial storage www.latimes.com/environment/...

Good morning with good news: ERCOT (Texas) solar rose 36X, from 1 GW in 2017 to 36 GW in 2025! Solar may be ~44 GW in 2026 & ~58 GW in 2027! Battery capacity surged 15X from ~1 GW in 2021 to ~15 GW in 2025. It may be 24 GW in 2026 and 32 GW in 2027! WOW! H/T @douglewin.bsky.social #energysky

As of 5pm today, batteries were the largest single source of power for the Californian grid www.caiso.com/todays-outlo...

Batteries are charging grid decarbonization in California. ☀️🔋🔌💡 #EnergySky

hey NYC friends Limelight has reopened

In grad school my wife landed an internship at a distinguished legal NGO, offering a path to full time job doing what she loved. Her (married) advisor made advances at her, made it untenable for her to work there. It changed her professional trajectory permanently. Fuck all these guys

Single largest contingency is a real issue on both thr load side and the gen side

Early signal that next year we are going to see a lot of legislation and campaign proposals around power sector regulation and policies #energysky

Universal swing in action: "What we saw last night was a directional shift toward Democrats in 99.8% of counties that held partisan elections." www.gelliottmorris.com/p/seven-data...

Thrilled to see Illinois finally get its first #energystorage target, with 3 GW by 2030. I think that makes them the 13th state — meaning that now over a quarter of US states have storage targets on the books! #energysky

And one more reason to support the GHGP Scope 2 proposal for time- and location-matching of clean energy deliveries for emissions inventories #energysky You can comment on proposals here: ghgprotocol.org/blog/release...

One of the first US data center BESS deals to accelerate speed to power was just announced - quite significant. 🔌💡 www.datacenterdynamics.com/en/news/alig...

Their summary of the key drivers (screenshot attached) shows that some of the biggest price drivers from 2019 to 2024 were (a) extreme weather and wildfires, (b) variability of natural gas prices, and (c) net energy metered solar (specifically policies related to net metering). #energysky #energyhub

The 90s is so back!

Not every day your parents get their picture in the WSJ. So proud of them! (Not mentioned, their cohousing community has solar and onsite #energystorage as well.)

U.S. Investor-Owned Utilities( IOUs) plan over $1.1 Trillion in capital investment by 2029, according to the Edison Electric Institute. That five-year projection is nearly the amount ($1.3T) that was spent over the entire previous decade (2015-2024). #energysky #energyhub

Soul Coughing sounded like nothing else in the 90s, and Ruby Vroom contained the best. Though it became ruined for me when I learned later how much anguish M Doughty was in during this time. I'm not sure if it stands the test of time, would love one of the youngs to tell me their reaction

Great @data.ft.com article on the good news story of the global build out of battery #energystorage -- a foundation technology of clean energy transition, and the asset class to manage ubiquitous and intensive computing loads. Civilizationally critical tech! #energysky ig.ft.com/mega-batteri...

NextEra SVP Petter Skantze says battery storage is now “the cheapest form of new capacity” in the US w/ “order of magnitude” faster deployment than gas w/ more modularity & flexible siting to enable higher system utilization & large load integration — #GridFWD in Monterey, CA 🔌💡

I wonder if this will get even a small fraction of the press that the battery fire at Moss Landing received. Fires happen. But fossil fuel-related fires are far more common than fires at lithium ion facilities. And, a fire like Moss Landing will never happen again given design changes.

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.