Nathan
@nathanenergy.bsky.social
📤 2385
📥 1082
📝 157
It's a me
reposted by
Nathan
sylvain gignac
7 months ago
Update on NERC’s Large Loads Task Force = tackling AI/data center integration by stressing the need for reliability, certainty + clear “rules of the road.” Details matter especially when MWs show up before plans do. Identified risks ↓ 🔌💡
www.nerc.com/comm/RSTC/LL...
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Michael Liebreich
7 months ago
This week on
@cleaninguppod.bsky.social
,
@worthingtonbry.bsky.social
spoke with Kate Brandt, Google's Chief Sustainability Officer. Google has promised net zero in 2030, but their emissions are soaring. Bryony asks the right questions - does Brandt give convincing answers?
youtu.be/Es6xJvfYs_8?...
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Google's Climate Tightrope: Innovation vs Emissions | Ep203: Kate Brandt
YouTube video by Cleaning Up Podcast
https://youtu.be/Es6xJvfYs_8?si=xQQv4UqBw9o2gTp0
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Wilson Ricks
8 months ago
Haven't seen any posts about it, but this CEQA categorical exclusion for geothermal exploration in California seems like a big deal!
legiscan.com/CA/text/AB52...
🔌💡
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California AB527 | 2025-2026 | Regular Session
Bill Text (2025-03-03) California Environmental Quality Act: geothermal exploratory projects. [Referred to Com. on NAT. RES.]
https://legiscan.com/CA/text/AB527/id/3111953
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Vibe-coding is to me the single largest change to the internet economy in a while and compresses the cost of writing code, along with barriers to entry. It's a different (and spectacularly fast) workflow that still requires knowledge, but it's already changing my daily work.
8 months ago
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Tom Brown
9 months ago
24/7 clean procurement catalyses learning for long-duration energy storage and clean dispatchable power - new op-ed in
@latitudemedia.bsky.social
! 🔌💡
www.latitudemedia.com/news/how-24-...
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How 24/7 carbon-free energy can catalyze clean energy innovation
Accelerating the commercialization of advanced technologies creates a ripple effect that benefits the entire electricity system.
https://www.latitudemedia.com/news/how-24-7-carbon-free-energy-can-catalyze-clean-energy-innovation/
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www.latitudemedia.com/news/how-24-...
If you aim for the finish line with hourly/regional constraints, the need for innovative energy technologies is quite clear. This kind of procurement can support the tools required to get low carbon, energy abundant grids. Let's finish the drill.
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How 24/7 carbon-free energy can catalyze clean energy innovation
Accelerating the commercialization of advanced technologies creates a ripple effect that benefits the entire electricity system.
https://www.latitudemedia.com/news/how-24-7-carbon-free-energy-can-catalyze-clean-energy-innovation/
9 months ago
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You take the annual pill, the story ends. You wake up in your bed and believe the LCOE is the end of the story. You take the hourly pill, you stay in Wonderland, and I show you how deep the rabbit hole goes (anti-correlated 20 yr weather profiles and varying storage capacity values).
9 months ago
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Charles Yang
11 months ago
Also, AI training is not exactly "base load" due to all-reduce operation training. Minute basis oscillations in power are just arbitrage opportunities waiting to be realized! (this is part of why xAI has a megapack on site, to smooth out these oscillations)
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1/ Treasury has released the final 45V clean hydrogen tax credit regulations. Here's what you need to know about the key provisions and requirements:
11 months ago
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Jesse
11 months ago
We really need something like a FERC but with a mandate across *all* real-time energy flows...
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Nathan
Eric Neustadter (e)
11 months ago
DAMMIT NPR. I spent nine months upgrading over TEN THOUSAND desktops at a F500 client. The grand total was over SEVENTY THOUSAND applications upgraded. Y2K "didn't live up to the hype" because the industry busted ass to duct tape everything first.
add a skeleton here at some point
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Jesse
11 months ago
This is what I call the "Default Plan". Build W+S and if cheap enough, some storage in a NG based firm capacity system until "cannibalization" means there isn't enough revenue to build more or system costs rise. It looks to be a very sticky local minima.
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Jesse
11 months ago
If we are satisfied with a 100-200g/kWh electrical system the 'default plan' gives us nice cheap power, and we can carry on. But to get below 50g/kWh, a system with a lot of nuclear becomes much more palatable. And to get rid of NG for the power sector entirely, it's much nicer.
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I was at an Austrian Christmas market and I swear I heard AI slop and flagged it, I’ve played with it enough to be able to sniff it out.
add a skeleton here at some point
11 months ago
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Tyler Norris
11 months ago
The more likely form of grid defection for data centers increasingly appears to be behind-the-meter gas generation. A must-read by
@ariellesamuel.bsky.social
: 🔌💡
heated.world/p/ai-is-guzz...
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Nathan
Yakov Feygin
11 months ago
Fascinating experiment about to happen in Australia with a floor and ceiling revenue schema for clean energy.
wattclarity.com.au/articles/202...
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Some thoughts (part 1) about the design paper for the implementation of the proposed Capacity Incentive Scheme
This is the first of a two part discussion on the Capacity Investment Scheme (CIS) Implementation Design Paper (The Paper) released on 1 March 2024. This part will cover its broad objectives and impli...
https://wattclarity.com.au/articles/2024/03/capacityinvestmentscheme-somethoughts-part1/
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Eduardo Pelegri-Llopart
11 months ago
The Loan Program Office has signed a deal with PG&E. Key Recipients of EIR loans will have to make sure that ​“the financial benefits received from the DOE loan guarantee will be passed on to the customers of, or communities served by, that utility
#energysky
www.canarymedia.com/articles/uti...
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PG&E lands $15B federal loan guarantee to expand clean energy
It’s the biggest conditional commitment ever from the Department of Energy’s Loan Programs Office, which is racing to disburse funds before Trump takes…
https://www.canarymedia.com/articles/utilities/pg-e-lands-15b-federal-loan-guarantee-to-expand-clean-energy
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Jan Rosenow
11 months ago
Only a few years ago there were almost no electric vehicles being sold. This year China is approaching 50% share of electric vehicles in total sales. But Europe is not doing too badly either with 25% outperforming the US. Source RMI
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Eric Hittinger
11 months ago
Hey friends, did you miss me in the last few years? How do I get plugged into the old
#energytwitter
? Am I allowed to just reproduce some of my old popular threads from twitter?
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How many ppl really know how electricity markets work. I still feel like it’s facing the abyss every time I try to wrap my brain around the short run dispatch/ long run capacity game and all the different markets and abstractions.
11 months ago
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Cool, we’ve been adding on average 260,000 nuclear bombs worth of energy per day in the biosphere for the past 60 years. No chance it could do any damage tho, just a little heat right?
add a skeleton here at some point
11 months ago
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Interesting! Holding onto some tail risk in my mental model here that a cascade ends up screwing us
add a skeleton here at some point
11 months ago
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CT or mid-merit CCGT- which way modern grid?
#energysky
11 months ago
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EnergyAbe
11 months ago
PJM's Board letter is a must-read for those interested in clean energy policy. The specific roadmap is important, but more relevant is the PJM's assertion that there is simply not enough clean energy to maintain reliability without new (likely gas) generation. 🔌💡
www.pjm.com/-/media/DotC...
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Nat Bullard
11 months ago
The annual BloombergNEF battery survey is out. Quick hits: pack prices now $115 per kWh (and below $100 for cars in China) Almost 2/3 of China's EV models are priced lower than their internal combustion equivalents Great work
@colinmckerracher.bsky.social
www.bloomberg.com/news/newslet...
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China’s Electric-Car Push Drives Global Battery Price Declines
Thanks for reading Hyperdrive, Bloomberg’s newsletter on the future of the auto world.
https://www.bloomberg.com/news/newsletters/2024-12-10/chinese-ev-ambitions-push-down-average-battery-prices-as-catl-byd-grow?srnd=undefined
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We are so back
add a skeleton here at some point
11 months ago
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The
@arnabdatta.bsky.social
article definitely got some attention, worth also noting he is one of the most creative policy entrepreneurs out there on how to actually achieve the high level goals. The one place I do think the conversation needs to go is how to reengage the people. /1
11 months ago
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The “fossil fuels are hard to beat” (complementary) and “fossil fuels are hard to beat” (derogatory) battles have begun again, we’re so back.
11 months ago
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Nathan
Tim Latimer
12 months ago
"It’s more appropriate to think of the lithium-ion battery not as a single invention, but as a steady accumulation of many inventions that were needed to both make a battery practical and to unlock its full potential." This is true of all innovation.
www.construction-physics.com/p/how-we-got...
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How We Got the Lithium-Ion Battery
It took decades of research, performed around the world, before a practical lithium-ion battery was possible.
https://www.construction-physics.com/p/how-we-got-the-lithium-ion-battery
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Worth considering. The fact that API and the vehicle industry and the utility industry and the labor unions are not united in opposition to kill ambitious climate provisions is unique, vs the Kyoto and Waxman eras.
add a skeleton here at some point
11 months ago
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James Hewett
11 months ago
I agree with
@arnabdatta.bsky.social
. This is not 2016. We cannot just abandon federal efforts and “pivot to states”—it’s both/&. Clean energy cost and enabling infrastructure (Tx) are critical, and we need new clean firm resources to enable massive amounts of RE: 🔌💡
www.nytimes.com/2024/12/08/o...
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Opinion | Climate Activists Need to Radically Change Their Approach Under Trump (Gift Article)
Climate purity is a recipe for failure.
https://www.nytimes.com/2024/12/08/opinion/climate-clean-energy-trump.html?unlocked_article_code=1.f04.GC4s.DOHfakJ86xrt&smid=nytcore-ios-share&referringSource=articleShare
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The defecto solar/wind bans imo are a critical trend to watch. Looks like there will be a big push in the states next year to do anti-renewables “permitting reform”
add a skeleton here at some point
11 months ago
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Nathan
Rand al'Thor's Therapist | CR: Hemlock & Silver
11 months ago
Lanfear voice: Finally
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Nathan
Daniel Martin
over 1 year ago
I don't know who needs to know this, but Pro Publica has an online thing that will format a letter to your US health insurance company to demand the records behind a claim denial. (which the insurance is then legally required to provide in most cases)
projects.propublica.org/claimfile/
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Find Out Why Health Insurance Denied Your Claim
You likely have the right to access records that explain why your insurer denied your claim or prior authorization request. Use ProPublica’s free tool to generate a letter requesting your claim file f...
https://projects.propublica.org/claimfile/
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Avi Zevin
11 months ago
Today Treasury issued final regulations on the section 48 ITC, which provides a 30%+ credit to deploy wind, solar, storage (batteries, thermal (heat pumps say what?!), hydrogen), biogas, geothermal, hydro, etc.
home.treasury.gov/news/press-r...
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U.S. Department of the Treasury Releases Final Rules on Investment Tax Credit to Produce Clean Power, Strengthen Clean Energy Economy
Final rules will provide additional clarity and certainty for project developers, helping to produce more clean power, build a strong clean energy economy, and create good-paying jobs.WASHINGTON – Tod...
https://home.treasury.gov/news/press-releases/jy2736
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Nathan
James Hewett
12 months ago
Me talking about clean firm at Deploy24 all day:
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Nathan
Electrek
11 months ago
How one condo complex installed EV charging for just $405 per parking spot
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How one condo complex installed EV charging for just $405 per parking spot
A condo complex in Northern California has installed charging for all of its 90 housing unit with an after-incentive cost of around $405 per unit – solving one of the only real problems with EV charging. more…
https://electrek.co/2024/12/04/how-one-condo-complex-installed-ev-charging-for-just-405-per-parking-spot/?utm_source=dlvr.it&utm_medium=bluesky
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Nathan
Kristi E. Swartz
12 months ago
www.bloomberg.com/news/article...
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China May Maintain Rapid Pace of Atomic Power Reactor Approvals
China could approve another 100 nuclear reactors over the coming decade, according to an industry lobby group, as the nation turns itself into the world’s biggest operator of atomic power and potentia...
https://www.bloomberg.com/news/articles/2024-12-04/china-may-maintain-rapid-pace-of-atomic-power-reactor-approvals?utm_source=website&utm_medium=share&utm_campaign=copy
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Nathan
Emmet Penney
12 months ago
a surprising little anecdote from the construction of America's first nuclear power plant at Shippingport
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Nathan
Jesse
about 2 years ago
How could we actually structure a market system that is actually capable of deep decarbonization? Energy only markets are going to get stuck on cannibalization and undervaluing reliability. Vertical utilities tend to be slow and under capitalized...
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Nathan
Tyler Norris
about 1 year ago
9 energy-climate starter packs: 1)Power
go.bsky.app/RwCBCab
2)Media
go.bsky.app/2TNd1Ya
3)Solutions
go.bsky.app/Aa1sErQ
4)Science
go.bsky.app/7Mbnoge
5)Legal
go.bsky.app/R4ZUdPE
6)Women
go.bsky.app/AGCURBf
7)Nuclear
go.bsky.app/5EJY58V
8)EVs
go.bsky.app/R4ZUdPE
9)Southeast
go.bsky.app/AZ6Xw1U
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Nathan
Danny Cullenward
12 months ago
If I have learned anything from lifecycle analysis it is that people will mold their methods to benefit their preferred outcomes, however inconsistent it needs to get. So there’s hope!
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Nathan
Ryan Nanni
12 months ago
Kirby Smart calling timeout like it's a Georgia defense attorney
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At 5th overtime it goes to a dance off
12 months ago
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TRIPLE OVERTIME
12 months ago
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Double overtime, lesgo dawgs
12 months ago
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What a game Georgia
12 months ago
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Nathan
Arvind Ravikumar
12 months ago
Key point is that China has been investing in EVs for over a decade to reduce its dependence on imported oil. No country wants to be dependent on imports for key energy or security needs. And that's a big reason why it is unlikely that projections of high LNG demand growth in Asia will be realized.
add a skeleton here at some point
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Arvind Ravikumar
12 months ago
Excellent reporting on China's affordable EVs that are as robust as US made cars. No amount of $7500 rebates or ridiculous tariffs will match the hubris of Detroit automakers whose only solution to competition is protectionism. If they can't compete in a global market, they should get out.
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Small, well-built Chinese EV called the Seagull poses a big threat to the US auto industry
The car, Seagull, launched last year by Chinese automaker BYD, sells for around $12,000 in China.
https://apnews.com/article/china-byd-auto-seagull-auto-ev-cae20c92432b74e95c234d93ec1df400
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Really darkly funny, that diversification in this case isn’t about “diversity”, but the extreme concentration of graphite supply and refining by China and “diversifying” our supply chain via our equivalent belt and road institution.
add a skeleton here at some point
12 months ago
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