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NEWS: The Australian government announced this week that electricity customers in three states will get free electricity for up to three hours per day starting in July 2026 thanks to the massive amount of solar that has been installed in recent years. “Now we’re at the level…
Critics of renewables often point to land use as a reason not to do wind & solar. Land use IS a real issue for all energy assets incl renewables unless onsite. But what critics conveniently forget is huge land impact of fossil fuels. Aerial view of fracking sites in Texas. 👇
Seven solar companies most people haven’t heard of, are ALREADY providing more energy for the global economy than Exxon, Chevron, Shell, and BP: buff.ly/lFAMcbd We have the solutions. Time to dump the oil economy and implement them. #ActOnClimate #climate #energy
Why are batteries a national security issue? It is THE energy source for critical applications today and, even more importantly, tomorrow: Cars Data Center Batteries (ESS) Military and defense drones Robots If we are to be a resilient nation that is in control of our own…
I need you to sit down for a moment and fully understand this: THE COUNTRY THAT SOLVES AI AND ROBOTICS WILL RULE THE WORLD AND SPACE. The west really only has @elonmusk, the east has 100s of companies fortified by an ENTIRE COUNTRY. Now some will argue no this is not true. No…
The amount of water vapor pulsing across our skies set a record in 2024. So far, 2025 is on pace to top that record. A novel analysis in today's @washingtonpost, called floods above, dives deep into changing integrated vapor transport — and areas vulnerable to these changes 🧵
Electricity costs are higher than they need to be and trending higher. The largest utility in Texas, Oncor, is asking the PUC for nearly a billion dollar increase per year. The lack of any sort of price discovery for alternatives to distribution infrastructure spending is a…
Debated a smart investor who claimed hyperscale AI data center demand response costs "thousands per MWh." Built a framework to test it: I'm getting ~$2,750/MWh for 2-hour DR, or $2.8M per event on a 1GW facility. Math below, curious if my logic holds up. Can debate assumptions.…
New @CanaryMediaInc: "One idea gaining traction is to allow data centers to come online more quickly if they agree to occasionally pull less power from the grid when demand is high, a concept endorsed by none other than Secretary Wright" canarymedia.com/articles/batte…
My biggest takeaways after walking five Chinese cities (Beijing, Shanghai, Xi'an, Kunming, Zhengzhou), and then years of walking Korea, Taiwan, and Japan are: 1) 80% of what you read in the western press about it is complete garbage—almost all wishful thinking. 2) China, as a…
DOE’s new proposal to @FERC appears to have done the near-impossible – generate overwhelming bipartisan enthusiasm – in what may be the most positive cross-sector response we've seen yet to DOE action under @SecretaryWright. (My LinkedIn post on it is now my most-shared, ever.)
In China you used to see businessmen ordering a spread at restaurants which they and their business guests would not eat more than 5% of. Frankly, I found it pretty disgusting. The idea was you could signal how rich and successful you were by wasting a ton of food. Local…
Little known fact, American actually consume less protein per capita then Chinese….
US–China Are Divorcing. The Settlement Will Reshape Global Business. People get too caught up in the daily drama of the U.S.–China relationship — the tariffs, the summits, the “breakthroughs” that never last. The decoupling isn’t theoretical anymore — it’s operational. Supply…
One solar panel the size of a sheet of plywood can generate enough electricity to lift a person out of energy poverty. A single sheet of plywood. That’s how much space we’re talking about. 10 sheets of plywood per person for American levels of electricity. That’s not just…
I don't think people realize how much power you can generate with a single solar panel. You can get panels that are over 700 watts now, and that's before bifacial gain. Cell efficiencies have increased substantially and panels are getting larger. More power per panel means…
Yes heat pumps work in cold climates. Thrilled to see our work in the NYT on heat pumps in cold climates. Key facts: - <0°C, heat pumps remain far more efficient than fossil/resistive heat. - In most of Europe (rarely < −10°C), COPs stay strong. - Even near −30°C, up to 2×…
Electricity is becoming the primary heat source for American homes. (52% of Single-Family and 76% of Multi-Family built in 2024) This is despite cost socialization, and it would go a lot faster if we stopped doing that. In most of the U.S., peak electricity demand occurs in…
Half the grid is just for heating and cooling. We get a few very hot or very cold weeks per year, and the rest of the time that capacity is just sitting idle. HVAC efficiency and insulation are far more valuable than current rate structures suggest.
PJM needs 16-23 GW of battery storage within 7-15 years, plus 17+ GW of new gas by 2032 and delayed thermal retirements to maintain grid reliability and meet resource adequacy goals, per Brattle analysis. PJM footprint needs to 16 GW of 4-hour storage by 2032 and 23 GW by 2040.…
Learned something new today: 1. About half of the warming from flying comes from contrails, not CO₂ 2. Just 3% of flights cause 80% of contrail-related warming 3. Rerouting those flights to avoid contrails would increase flight time by only ~1% Via @_HannahRitchie
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