A federal judge has lifted a stop-work order on Revolution Wind, handing a rare victory to the U.S. offshore wind industry amid the Trump administration’s relentless effort to torpedo it. 🔌💡 @yes-energy.bsky.social www.rtoinsider.com/115390-judge...

Two factors to the falling imports from Canada: drought conditions have led to less hydropower in Canada + "between 2016 and 2024, electricity demand in ISO-NE fell 9%, and demand in NYISO fell 6%". But... www.eia.gov/todayinenerg...

Anna’s hummingbird, tongue out. #Birds #YardsBirds #Photography

Northern Norway’s largest wind farm has stood idle since April, not for lack of wind, but because prices are too low. Just shows how "optimisation" with price signals isn’t as simple as we like to think. Turns out electrons have their own appetites. Need the right buffet. www.nrk.no/tromsogfinnm...

Despite promise to cut electricity bills in half, US households are seeing prices rise, up to 7%. Culprits = scrapped offshore projects and support for onshore renewables + soaring demand from AI/data centers. www.ft.com/content/4e19...

On 🇨🇦 supporting the idea of natural gas as a transitional fuel = Fermeuse Energy LNG plans to tap 9.7 Tcf offshore gas for export to Europe...and Northeast. No discussions on a gas pipeline to ISONE 'cause don't wish to be captive to New England only. pgjonline.com/news/2025/se...

"To hold warming below 2 °C, a total of 525 to 755 gigatonnes of carbon dioxide will need to be removed from the atmosphere by 2100". As with expanded popcorns, difficult to push down the lid of the pot. spectrum.ieee.org/scaling-carb...

A major topic of debate today is about how the oil & gas outlook is affected by policy, renewables, EVs, etc. A key variable often missing from the conversation is how production declines from oil and gas fields. That's the topic of a new @iea.org report out today www.iea.org/reports/the-...

Great paper on the real bottleneck in the energy shift, it’s not tech cost, it’s coordination. // with NERC stressing for years, grids need tighter cross-energy orchestration btw electricity, heat, hydrogen, EVs and tutti quanti to keep reliability intact. www.oxfordenergy.org/publications...

"....some proposed data centers have reportedly requested more water per day than the entire county uses daily. Officials there now face tough choices: reject new projects... invest in costly infrastructure upgrades, or risk imposing water rationing on residents." spectrum.ieee.org/ai-water-usa...

"China’s share of patent applications in clean energy technology rose from 5 percent in 2000 to 75 percent in 2022." + with around 6 million engineering undergraduates enrolled in a given year. www.energiogklima.no/nyhet/fem-pa...

From "Journal de voyage au Canada" 1984 📷Édouard Boubat

On 9/11, we were running a dry run with Cantor Fitzgerald, testing rules and platform for the new IESO. Around 9:00 a.m., they went offline. Months later, when we sent out Christmas party invitations, their names were still on our mailing list. A quiet reminder of that day.

Growing connections of AI/DC have now reached a level of complexity warranting a NERC alert, citing "rapid, major swings in load, experienced both in typical operations as well as in response to grid disturbances.” = more data + modeling needed. www.nerc.com/pa/rrm/bpsa/...

1/7 Although August CPI deflation widened year on year to -0.4%, compared to 0.0% in July and well above expectations of -0.2%, leading many analysts to worry that deflation in China is accelerating, I think prices actually did fine. en.people.cn/n3/2025/0910...

The rise of AI makes power system engineering more relevant, obviously, not less. www.nerc.com/comm/RSTC/LL...

Concerning..."the power industry is facing a deepening human capital crisis...the system is advancing, but those who understand the system are disappearing." electra.cigre.org/341-august-2...

"There is too much money chasing yesterday’s trade, too little directed at the backbone required for electrification, and far too much trust being placed in public cost estimates that have proven unreliable time and time again."

My informal tally = 6.5 GW of OSW now cancelled, halted, or facing permit revocation. Plus DOT pulled $679M from 12 OSW port/supply-chain projects. Big hit for future resource adequacy amid looming energy deficit. www.pbs.org/newshour/pol...

I have 51 articles in the data that trained Open AI. Now you know why it makes mistakes.

Cancelled New England Wind, which was planned for 2–2.6 GW, enough for 900,000 homes. That’s a massive chunk of the region’s future capacity. Can't be replaced by NG, not enough capacity. www.capecodtimes.com/story/news/e...

Northvolt NA’s Quebec venture may have ended in losses, but the upside is that 352 MW of reserved power is now freed up... potentially available for AI/DC loads. www.cbc.ca/news/canada/...

Interesting example of an infrastructure-for-public-benefit owned by the public: Commonwealth of Australia (49%), the Victorian Government (33.3%), and the Tasmanian Government (17.7%).

While electricity system planning + energy deficit require consideration of new technologies.

AI/DC = same behaviours as IBRs. Challenging and somewhat unpredictable just like snowflakes. www.nerc.com/pa/Documents...

Just got involved in a crazy discussion with planners: if we did see an AI that started managing its own energy flow would we see that as independence… or as the first red flag of something we’d want to shut down?

Really strong paper, ISO/RTO planners should take note. It tackles Mark Christie’s question head-on: "Is it past time to reconsider capacity constructs?" All about energy adequacy.

"..developers responded..." to uncertainty. www.bloomberg.com/news/article...

"...Donald Trump's stop order for Ørsted's offshore wind project in the US is revenge because Denmark has just signed a cooperation agreement with California, including on green technology."...while we are facing an energy deficit. www.energiogklima.no/nyhet/fem-pa...

Increasing decentralized grid often rhymes with lack of visibility as shown by Spain's blackout: "...significant difficulties in collecting relevant and high-quality data from several DSOs and generation companies have delayed the initial, more ambitious schedule". www.entsoe.eu/news/2025/08...

So obvious + needed to share interconnection capacity at POI = allows for incremental increases in gen without requiring new physical network upgrades surplusinterconnection.s3.us-east-1.amazonaws.com/PJM.pdf

Hydro-Québec + First Nations sign landmark deal: up to 6,000 MW of wind in Gaspésie & Bas-Saint-Laurent = $18B+ investment. A reminder that holistic, long-term planning of energy resources is key. news.hydroquebec.com/news/press-r...

AI data centers could overload U.S. grids—or cut power use during a handful of hours per year to get hard-to-find grid capacity. Google’s new utility agreements will put this ‘flexible computing’ to the test—and could boost it in the AI race to power: www.canarymedia.com/articles/uti... #energysky

Interesting paper about risk aversion in power system planning increasing the value of renewables and storage. Can only agree. www.sciencedirect.com/science/arti...

Hurricane Erin showed just how messy forecasting can be. ISONE predicted wind would bottom out but offshore turbines at Vineyard Wind quietly held steady near max output. www.linkedin.com/posts/grid-s...

While this side of the pond has seen its OSW ambitions stall EU continues to push ahead at scale: "The agreement unlocks the potential to add up to 1.5GW of extra capacity to the colossal Dogger Bank project which is already delivering 3.6GW over three phases." www.energylivenews.com/2025/08/27/d...

"the U.S. average energy wallet spending was $5,530 per household, of which $1,850 was for utility electric bills. The largest component of the energy wallet was gasoline, which accounted for $2,930 per household." energywallet.epri.com

Put into perspective "a conventional Google search uses about 0.3 Wh at a data center. However, a ChatGPT search requires nearly 3 Wh (10 times more), and an AI-powered Google search requires nearly 9 Wh (30 times more)". ieeexplore.ieee.org/document/111...

Bad timing.

The better we produce, the sooner "electrification" will be realized.

"The project was expected to be operational in 2026" www.abc6.com/revolution-w...

🔌💡

More evidence that utilities are a "pivotal player" in U.S. climate policy, with the Edison Electric Institute preferring EPA retain its authority to regulate power plants-- not for altruistic reasons but because of the "certainty" it provides their investors: (1/2) www.eenews.net/articles/ind...

New blog! 🔌💡 Wildfire impacts are now a regular, if unwelcome guest during Northeastern summers, with smoke affecting both solar output and load patterns in New York and New England. blog.gridstatus.io/canadian-wil...

Great run-through... www.linkedin.com/pulse/examin...

"... wildfires suppressing gigawatts of behind-the-meter solar generation in NYISO and ISO New England Inc., while forecast models struggled to keep up... new challenges for grid operators managing the growing role of BTM solar in New York and New England." www.linkedin.com/posts/grid-s...

Data center firms could buy utilities and add renewables, says Simon Mahan, executive director of the Southern Renewable Energy Association. We interviewed him to learn more; here are his condensed remarks. @simonmahan.bsky.social

"With peak demand forecast significantly lower than the levels seen in late July’s heat wave, this event speaks to the fragility of a system under duress". More to come... www.linkedin.com/posts/grid-s...

On the "reliable" integration of large AI/DC - NERC has by the end of July, received ~350 comments for two white papers + ~3 hours of meetings almost every week day + about ~140 comments have been addressed. www.nerc.com/comm/RSTC/LL...