
Just clean power @RockyMtnInst & a friendlier world everywhere. Earlier:@SynapseEnergy @VoteSolar @UMSEAS @UNC. Plus: @ty_fi@mastodon.energy. Banner: Huong Ngo.
Washington, DC
Joined May 2011
- Tweets3.1K
- Following2.3K
- Followers1.5K
- Likes13.7K
politician wearing sponsor logos on their jacket like a NASCAR racer but it's bonne maman and ed's red mill
this is like a peek into -- what? an internet that could've been? an anti-internet? an under-internet? tmpout.sh/5/
Seeing news about another payoff for non-development of energy resources today-- this time a Trump payoff to Duke Energy in the Carolinas for forfeiting their offshore wind lease.
A few hasty Questions I Would Ask in Discovery (QIWAID, call me Dennis):
Wow. Buckle up, folks -- the data center infrastructure boom is just getting started. h/t @natbullard and Halcyon!
(part of me wonders, do we have the infrastructure to support this level of investment??? What amount of that capex has a reserved spot for power already?)
Some helpful context from IEA via Semafor this morning: While data centers are shaping future load in the US, they are part of a bigger story of electrifying economies when we look across the world.
IEA's press release from their Electricity 2026 report here: : iea.org/news/global-electric…
One thing I haven't seen discussed (and another insight from thinking about unexamined, load-bearing assumptions) -- do we have the tools and framework to understand the impacts/costs of new data centers on the grid?
Our tools for evaluating costs often assume a) changes at the margin and b) looking backward, rather than forward (as in cost-of-service-studies).
In the context of load that is grid-transformational and unprecedented, with emergent impacts from multiple projects -- what can we do to understand and quantify grid impacts? subscriber.politicopro.com/a…









