Every utility has their own transformer spec. We need to standardize them all. The fix isn't just more factories — though we need those too. It's Modular design. Portfolio-level procurement instead of project-by-project. Build smarter. Buy smarter. Stop buying transformers project by project.

Interested in learning more about how AI and the energy transition affect growth and inequality? Heather, @costasamaras.com, Neil Thompson, and @jigarshahdc.bsky.social weighed in on what AI’s expansion means for workers, households, and regional economies. ➡️ equitablegrowth.org/event/ai-and...

With an extended closure of the Strait you are seeing a shift away from climate and towards energy security. After Russia disrupted gas markets in 2022, governments focused on replacing Russian supply. After the Strait of Hormuz disruption, they're asking how they use less **imported fuel**.

Sam Alito: It is the worst kind of discrimination to create majority-minority congressional districts and so we are going to kill the Voting Rights Act. Also Sam Alito: There is nothing we can do if the president cancels legal status because he thinks the United States is a white country.

Now do transformers, wire, other electrical equipment.

The Telo MT1 is an ultra-compact truck that's supposed to go into production this year. Its peak charging power rivals some of the most capable luxury EVs.

With an extended closure of the Strait you are seeing a shift away from climate and towards energy security. After Russia disrupted gas markets in 2022, governments focused on replacing Russian supply. After the Strait of Hormuz disruption, they're asking how they use less **imported fuel**.

Really makes no sense to extend the natural gas grid for new residential neighborhoods. A single mile of new gas distribution line can cost $500,000 to over $1 million to install, with maintenance costs compounding over decades. Xcel is funding whole-home electrification for approximately 2,200..

You can save 5 mbpd of oil just by running facilities better. If every refinery, chemical facility, steel plant had management focused on operations to reduce energy usage you could see 30-50% reductions.

You can save 5 mbpd of oil just by running facilities better. If every refinery, chemical facility, steel plant had management focused on operations to reduce energy usage you could see 30-50% reductions.

I enjoyed this @jigarshahdc.bsky.social Energy Empire podcast episode about Energea: youtu.be/mCFAE1_z4_s?... It made me more confident about our investments through them. If you are interested in investing with them, use somebody's referral code to get $50.

@consumerreports.org needs to work to save American households 20% on their household budget.

HUGE: Deb Haaland has won the Democratic nomination for governor of New Mexico. On to the general!

For #InConversation, @shaynalstrom.bsky.social sits down with @costasamaras.com from @cmu.edu to discuss: 📍The relationship between energy demands, growth of AI, and equitable growth 📍The coordination of AI deployment amid a clean energy transition, and more! 🔗: equitablegrowth.org/in-conversat...

Interested in AI expansion, energy infrastructure, and U.S. economic growth? Join #EGPresents on June 10 with Costa, @hboushey.bsky.social, @jigarshahdc.bsky.social, and Neil Thompson of @mit.edu to learn more. Also featuring Sameera Fazili as moderator! RSVP now 🔗: web.cvent.com/event/6a3be4...

I am heading to Detroit on June 15-17th for the Reindustrialize summit. Look forward to seeing many of you. If you are in the Detroit area and want to have dinner on the 15th, join me! luma.com/ylsg5acs?nve...

I am heading to Detroit on June 15-17th for the Reindustrialize summit. Look forward to seeing many of you. If you are in the Detroit area and want to have dinner on the 15th, join me! luma.com/ylsg5acs?nve...

Something remarkable is happening in hyperscale infrastructure. Google, Meta, and AWS are quietly converging on the same infrastructure philosophy: → Limit gigawatt-scale off-grid campuses → Stay connected to the public grid → Smaller, distributed facilities for AI inference

@spears.bsky.social in @thehill.com: Don't sleep on the power of state & local officials to get constituents off the fossil fuel roller coaster. They largely determine our electricity mix, public transit access & housing options. Smart policy in these 3 areas shields ppl from insecure fossil fuels.

I listened to @volts.wtf yesterday about transitioning away from natural gas infrastructure and noticed they mentioned Maryland is making moves in this regard www.volts.wtf/p/how-to-pha...

Companies have pitched demand response for 20 years. Now with new solutions, these companies can actually manage feeders and get more out of the grid that we have already paid for. Natasha Crowe (Octopus) says the fix isn't new tech — it's finally automating what's already sitting in your driveway.

Companies have pitched demand response for 20 years. Now with new solutions, these companies can actually manage feeders and get more out of the grid that we have already paid for. Natasha Crowe (Octopus) says the fix isn't new tech — it's finally automating what's already sitting in your driveway.

“Demand destruction” conflates voluntary substitution with involuntary shortage. A factory that shuts because it can’t get feedstock isn’t “destroying demand” — it’s being rationed. That’s a supply failure, not a demand response.

California voters have spoken: 86% want utilities to prove efficient grid use before building more and 83% say reducing bills should be a priority for lawmakers. Join me and @deployaction.bsky.social on May 21 at 8 AM PT to unpack the new polling. bit.ly/californiapo...

Something remarkable is happening in hyperscale infrastructure. Google, Meta, and AWS are quietly converging on the same infrastructure philosophy: → Limit gigawatt-scale off-grid campuses → Stay connected to the public grid → Smaller, distributed facilities for AI inference

I get more energy questions than I can answer. Should I sign a long-term electricity contract? Do we need tax credits? Starting next week I'm answering your questions on air — every week on @energyempire.bsky.social I want the hard ones. Submit your questions here: octopusenergy.com/ask-jigar

I’ve been saying it for years!!!!!

I get more energy questions than I can answer. Should I sign a long-term electricity contract? Do we need tax credits? Starting next week I'm answering your questions on air — every week on @energyempire.bsky.social I want the hard ones. Submit your questions here: octopusenergy.com/ask-jigar

“Voters across party lines are asking for the same thing,” Phil Ting, a former assemblymember and co-founder of Deploy Action, said in a statement. “Lower bills, stronger accountability, and a more efficient grid.” — Noah Baustin www.deploy-action.org/newsroom/new...

How many 1+ GW data centers do we actually need for frontier AI by 2030? Can inference run at smaller hubs? What if telco towers had 100 kW of compute? Let's do the math. 🧵

This is a nice example from @jigarshahdc.bsky.social cutting to the heart of water issues around data centres: like everything else, this is a real problem simply because development is (a) wildly oversized and (b) done callously and impatiently www.latitudemedia.com/news/open-ci...

How many 1+ GW data centers do we actually need for frontier AI by 2030? Can inference run at smaller hubs? What if telco towers had 100 kW of compute? Let's do the math. 🧵

Is the era of the multi-GW AI training campus largely behind us, as Nvidia's Huang and now @jigarshahdc.bsky.social are saying? Wishing I could be that optimistic.

Debated whether to share this, but for some reason it feels weird not to: My father passed away yesterday. A few days ago my mother found him in the morning, unresponsive. Doctors said it was subdural hematoma. He never regained consciousness. He was 82. I loved him.

The grid is not going to be fixed by waiting for transmission. It’s not going to be fixed by another round of utility-scale solar with no storage. It’s going to be fixed by putting intelligent, resilient, dispatchable infrastructure at the facility level so that the grid has demand flexibility

The grid is not going to be fixed by waiting for transmission. It’s not going to be fixed by another round of utility-scale solar with no storage. It’s going to be fixed by putting intelligent, resilient, dispatchable infrastructure at the facility level so that the grid has demand flexibility

“If states respond [to booming energy demand] as they have for decades — with massive capital plans designed to meet just 50 hours of peak load — customers will end up paying more to subsidize an underutilized grid.” @jigarshahdc.bsky.social t.co/WNBF9I3Atk?s...

I hugely appreciate that my circuitous career path has allowed me to stumble into flexible load and capacity optimization at just this moment.

The grid is under pressure. US electricity demand is expected to grow by roughly 128 GW over the next five years. But building more isn't our only solution. @jigarshahdc.bsky.social explains in Utility Dive ▶️ www.utilitydive.com/news/america...

We’re excited to announce that Jigar Shah will join CCL’s 2026 Summer Conference & Lobby Day lineup as a keynote speaker! You won’t want to miss the chance to hear his insights firsthand — plan to join us in D.C. for his talk on July 27: cclusa.org/8ce

If states respond as they have for decades — with massive capital plans designed to meet just 50 hours of peak load — customers will end up paying more to subsidize an underutilized grid. The smartest near-term path is to squeeze more value out of the system we already have.

Rhodium Group just dropped a detailed report on why your electricity bill keeps going up. It’s excellent. The diagnosis is right. The prognosis is too defeatist. A thread. 🧵

Strait of Hormuz risk is being underpriced. Even in a “reopen” scenario, you’re still looking at potential cumulative losses approaching ~1.5BN barrels depending on duration. At ~100MM bbl/d demand, that implies multi-MMbbl/d disruptions lasting years. Goldman said maybe 90% back by end of 2026.