alancordova.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

"In Washington State, a government-led effort has just started to build what is expected to be the country’s largest #solar generating station." www.nytimes.com/2025/03/05/b...

submitted 7 days ago • 0 comments

“‘We could just go out and buy it on the open market and have green electricity…but we said actually we want to be the reason that [wind & solar] parks are being built. So right now around ⅔ of our electricity is from new parks where we have helped by creating this PPA’” www.ft.com/content/f290...

submitted 10 days ago • 0 comments

“The burst of new gas [-fired power generation] pushed up greenhouse gases, offsetting modest #carbon declines from coal and establishing gas as the leading source of #climate #pollution in the power industry — another first.” subscriber.politicopro.com/article/eene... #globalwarming #climatecrisis

submitted 11 days ago • 0 comments

“Rate of natural sequestration of CO2 from atmosphere by terrestrial biosphere peaked in 2008. Atmospheric concentrations will rise more rapidly than previously in proportion to annual CO2 emissions, as natural sequestration is now declining by 0.25%/yr” rmets.onlinelibrary.wiley.com/doi/10.1002/...

submitted 15 days ago • 0 comments

“Money for clean industry–related projects fell by nearly 60% last year compared with 2023 — even as investment in the broader energy transition grew to a record $2.1 trillion in 2024, per BNEF.” www.canarymedia.com/articles/cle...

submitted 16 days ago • 2 comments

“The turn to #naturalgas reflects the current reality #datacenters face — they want more power than the electric grid can provide, and they want it ASAP.” pocket.co/share/33fa99...

submitted 16 days ago • 0 comments

My annual decarbonization presentation is here. 200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. www.nathanielbullard.com/presentations

submitted 42 days ago • 42 comments

"Total PJM RTO energy [load] is forecasted to be 1,328,045 GWh in 2035, a 10-year increase of 495,264 GWh," or 60% more than today's consumption www.pjm.com/-/media/DotC...

submitted 47 days ago • 0 comments

"Hyperscalers…will generate approximately 60% of industry’s growth from 2023 through 2028, increasing their share of global demand for data center power from 35% to 45%…to realize growth, hyperscalers will need to spend $1.8T in #datacenter-related capex in US from 2024 to 2030." on.bcg.com/4hpNRzr

submitted 50 days ago • 0 comments

"Batteries have not only changed the face of generation-focused ancillary services, but together with large flexible loads have substantially altered the disposition of Regulation Down...this type of transition...is very rare in power markets" blog.gridstatus.io/batteries-er...

submitted 55 days ago • 0 comments

New GREET model www.energy.gov/eere/fuelcel... and new domestic content guidelines home.treasury.gov/news/press-r... for all you tax credit nerds!

submitted 55 days ago • 0 comments

"Battery storage is increasingly setting the marginal price in ERCOT's RTM, with 55% of RTM intervals set by batteries in 2024...we expect that ERCOT will see some of the same dynamics as CAISO, with energy storage setting marginal energy prices in the DAM & the RTM" www.ess-news.com/2025/01/15/c...

submitted 56 days ago • 0 comments

“'Thanks to limited ex-China supply & limited appetite by integrators & developers for [nickel manganese cobalt] & [nickel cobalt aluminum] batteries, tariff-inclusive Chinese import prices are likely to set marginal price of BESS for at least the next 2 years'” www.utilitydive.com/news/us-batt...

submitted 56 days ago • 0 comments

Nice overview of #energystorage in California: n.pr/3PAkrml

submitted 57 days ago • 0 comments

"Investors, armed with billions of capital, find themselves at the crossroads of what to do next as pipeline valuations went south, as did return expectations, amidst these delays and added expense." newprojectmedia.com/ma-the-fight...

submitted 58 days ago • 0 comments

“As many as 80 new gas-fired power plants will be built in the US by 2030…adding 46 gigawatts of capacity — the size of the electricity system in Norway and nearly 20 per cent more than was added in the past five years.” www.ft.com/content/63c3...

submitted 59 days ago • 1 comment

"Already, #datacenters account for 1-2% of global #energy demand, similar to the airline industry...that figure is poised to skyrocket, given rising AI demands, potentially hitting 21% by 2030, when costs related to delivering AI to consumers are factored in." mitsloan.mit.edu/ideas-made-t...

submitted 60 days ago • 0 comments

"ERCOT forecasts peak load growth of over 80% between 2024 and 2034...PJM forecasts peak load growth of over 30% between 2024 and 2034." investors.constellationenergy.com/static-files... #ERCOT #PJM

submitted 61 days ago • 0 comments

"Development of 500 MWac of #communitysolar over 10 years could contribute up to $1.76B to [Washington State's] Gross State Product (GSP), generate $76.49M in state tax revenues over a 10-year period, support 16,521 job-years" communitysolaraccess.org/wp-content/u...

submitted 61 days ago • 0 comments

Constellation looking to buy Calpine for $30B, just under 2x the value at which it was taken private in 2017 bloom.bg/3PqfgFF

submitted 63 days ago • 0 comments

"If positive use-case reports continue to bolster Gen AI’s value proposition, the challenges related to power and capacity are likely to intensify in both the short and long term, driven by increasing demand from corporate boardrooms and investors." www.bakerbotts.com/~/media/File...

submitted 64 days ago • 0 comments

4 forces driving #investment in #electricity #infrastructure: 1. #Decarbonization of power generation 2. #Electrification of legacy oil & gas applications 3. Overall rise in demand 4. Need for grid resilience to address extreme weather events econ.st/4h3nQGc

submitted 66 days ago • 0 comments

"@microsoft.com plans to spend $80 billion in fiscal 2025 [ending in June] on the construction of #datacenters that can handle artificial intelligence workloads...over half of the expected AI infrastructure spending will take place in the U.S." www.cnbc.com/2025/01/03/m...

submitted 68 days ago • 0 comments

Final #hydrogen rules out bit.ly/4fJy50Y - key changes are that "the hourly matching requirement doesn’t apply until 2030, and existing nuclear plants count as new zero-emissions energy if they are considered to be at risk of retirement." heatmap.news/climate/fina... #taxcredits

submitted 68 days ago • 1 comment

"A seismic shift in #PPA pricing is unlikely in the short to medium term. However, project timelines face clear headwinds, driven by extended #interconnection delays & lead times on critical components such as transformers" bit.ly/402Hk6C

submitted 70 days ago • 0 comments

"...due to #climatechange, by 2040, as few as 10 countries will have the appropriate climate for the Winter [Olympic] Games." www.theatlantic.com/health/archi...

submitted 72 days ago • 0 comments

"Enormous sums of money are likely to continue flowing into AI for the foreseeable future, driven by a mix of unshakable confidence and all-consuming fear." www.theatlantic.com/technology/a...

submitted 72 days ago • 0 comments

"At the COP26 #climatechange conference in 2021 in Glasgow, the world agreed to 'consign #coal to history.' But it’s alive, omnipotent and omnipresent. In 2024, the world consumed a record amount, and 2025 will be a pivotal year to see whether a change of trend occurs." bit.ly/3PeYaKR

submitted 72 days ago • 1 comment

"Plenty of infrastructure and private debt dry powder is available, and renewed market optimism will ensure good companies are funded." bit.ly/3VZbEOu

submitted 72 days ago • 0 comments

"'Making #rareearths is really, really hard...it’s very expensive, you need a lot of equipment, and the track record of success in this industry is abysmal.'" bit.ly/4a0WT3l

submitted 72 days ago • 0 comments

"More than half of the...worst distortions of #powerquality are located within 20 miles of significant #datacenter activity." bloom.bg/40d9tti

submitted 74 days ago • 0 comments

“‘We’ve seen what doesn’t work so far so we can focus on what does…the hype is gone. Now you could say the real work begins.’” #hydrogen links.message.bloomberg.com/u/click?_t=f...

submitted 76 days ago • 0 comments

“On the current trajectory of gas buildout, #netzero by 2050 is dead…There is just no possible way to achieve net zero when you're adding tens to even hundreds of gigawatts of more gas power to the system.” open.substack.com/pub/heated/p...

submitted 77 days ago • 0 comments

“U.S. #datacenters' increasing energy demands will lead to additional gas demand of between 3 billion cubic feet per day (bcf/d) and 6 bcf/d by 2030, from a starting point of almost none today.” www.spglobal.com/ratings/en/r...

submitted 77 days ago • 0 comments

“I expect the tech titans to learn the same lesson as utilities have learned: relying on a purely fossil-based power supply will turn out more expensive than one which hybridizes cheap renewables and batteries with a little gas.” about.bnef.com/blog/liebrei... #datacenters

submitted 77 days ago • 0 comments

"A.I. is shaping up to be the kind of economy-bending force that inevitably creates winners and losers. That’s true locally, where the construction work will eventually slow down and the region will land on a new normal. But what the new normal turns out to be is anyone’s guess." nyti.ms/409pT5T

submitted 77 days ago • 0 comments

"' #Renewables are poised to supply immediately what no one else can do, and that growth will be explosive.'" on.wsj.com/4gQZ0sN

submitted 77 days ago • 0 comments

"This year is almost certain to take over the top spot as the hottest year [since record-keeping began in the mid-1800s]. The global average temperature could potentially breach a key threshold, reaching 1.5℃ (2.7℉) above the pre-industrial average." n.pr/3BVPeGZ #globalwarming #climatecrisis

submitted 78 days ago • 0 comments

"The electricity consumption of U.S. #datacenters is currently growing at an accelerating rate...a compound annual growth rate of approximately 7% from 2014 to 2018, increasing to 18% between 2018 and 2023, and then ranging from 13% to 27% between 2023 and 2028." bit.ly/4gR0MKq

submitted 79 days ago • 0 comments

"In the first 10 months of this year, 140 public companies told investors that previous financial statements were unreliable & had to reissue them with corrected figures...up from 122 in the same period last year & more than double the figure 4 years ago" bit.ly/3ZTXCPv

submitted 79 days ago • 0 comments

Batteries are reshaping ERCOT’s ancillary services procurement Battery generation capacity has made up 50%+ of awards for reg up and responsive reserves since 2022. In these, coal and gas regularly account for <20% of capacity. #energysky 🔌💡

submitted 79 days ago • 1 comment

"In the coming decades, many cities in the Northeast will experience up to 100 more days of high-tide flooding each year." wapo.st/4gsTtcj

submitted 79 days ago • 0 comments

“Montana is one of 6 states [along with Hawai’i, Illinois, Massachusetts, New York, and Pennsylvania] with environmental protections enshrined in its constitution.” www.mtpr.org/montana-news...

submitted 83 days ago • 0 comments

Coal consumption “is now on track to rise to a new peak of 8.77bn tonnes by the end of the year – and could remain at near-record levels until 2027.” www.theguardian.com/business/202...

submitted 85 days ago • 0 comments

On Saturday, batteries set a new record in ERCOT, supplying 9% of power on an evening w/ high thermal outages & low wind. Prices spiked to near the max for 5 minutes, 4,300 megawatts of storage surged onto the grid (and demand went down ~2,000 MW) & things went back to normal. (h/t @gridstatus.io

submitted 86 days ago • 4 comments

Were you scammed by [alleged] telescope price-fixing? Make sure you've seen a frightening object! (satellite flares?) www.telescopesettlement.com

submitted 86 days ago • 0 comments

"Despite the overall lack of volatility, September 2024 was the first month where battery energy storage systems [in ERCOT] earned a majority of their revenues from Real-Time and Day-Ahead Energy markets." bit.ly/49zdeMH

submitted 89 days ago • 0 comments

“‘Your current shareholders will sell when you get to 20 per cent green, but the new shareholders will not buy until you are 50 per cent green. So there’s a valley of death in between.’” on.ft.com/4fsPWJP

submitted 91 days ago • 1 comment

“‘A law like Washington State's law gives a model, gives results and gives quantifiable benefits to say to other states and other institutions that are thinking about this that it both works and that voters approve of it.’” www.klcc.org/2024-11-28/w...

submitted 102 days ago • 0 comments

[email protected] & @nyserda.bsky.social have terminated a contract for the line to deliver #renewableenergy to NYC subscriber.politicopro.com/article/2024... www.cleanpathny.com/sites/g/file...

submitted 105 days ago • 0 comments