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

submitted 4 days ago • 1 comment

My Ontario electricity reporting/estimates are now updated through week 7 (ended Sunday) High demand (on cold temperatures) and nuclear output very low for week 7s since 2008, so gas again up. Demand up slightly up on previous week; gas just off record set last week.

submitted 5 days ago • 0 comments

"The employees taking the buyout include linemen, engineers, substation operators and power dispatchers — positions that take years of apprenticeship to learn."

submitted 9 days ago • 2 comments

Yee-Haw!🤠🐂 #Spain's Congress of Deputies, which represents the will of the people, has voted in favour of asking the Government to cancel its long-standing #Nuclear phase-out plan🧾✂️ and keep Spain's 7 reactors producing over 7 Gigawatts of 24/7 #CarbonFree #electricity🇪🇸⚛️⚡🤠🐂 #Uranium #EnergySecurity

submitted 11 days ago • 0 comments

Introducing ✨Big Shiny Tariffs 3✨ Finally have Alberta on the board with a double entry. Thanks to all who provided sage input and tie-breaking advice. open.spotify.com/playlist/6Mf...

submitted 12 days ago • 1 comment

My Ontario electricity reporting is now up-to-date through week 6, 2025. weekly demand way up over comp wk ly - but shy of polar vortex year of 2014. generation from gas up by about what demand is. some recovery in imports - but not from Quebec. 1/

submitted 13 days ago • 1 comment

⚡️ The historic moment of Estonia leaving the Russian-fed power grid. On February 8, Lithuania, Latvia and Estonia left Russia and Belarus energy system. By the end of the day today, they will have joined the European grid.

submitted 14 days ago • 462 comments

I fear for Lake Ontario

submitted 15 days ago • 0 comments

🧵 Some big personal news: After four years apart, I'm reuniting with @jigarshahdc.bsky.social and @cleangridview.bsky.social for a new podcast, called "Open Circuit."

submitted 18 days ago • 8 comments

I don’t particularly care how Trump’s tariff climbdown plays for him domestically. What I do care about is whether Canada, while relieved about avoiding economic disaster for now at least, remains galvanized to decrease reliance on our unreliable neighbour.

submitted 20 days ago • 5 comments

Americans, know that you are hated more everyday

submitted 20 days ago • 0 comments

Here's Canada's refined product sector. We basically produce what we use, with exports and imports on the margin for most products.

submitted 21 days ago • 1 comment

They thought they hired a guy to kill climate policies, not to kill their industry www.api.org/news-policy-...

submitted 22 days ago • 7 comments

43 pounds. That’s how much fentanyl was seized at the Can/US border last year.

submitted 23 days ago • 40 comments

File under “Let’s not do the 1930s again, please”

submitted 22 days ago • 1 comment

The new tariffs on Canada, Mexico and China "will cost the average American household $1,245 in purchasing power, trim GDP by 0.2% and push the total effective tariff rate in the US to the highest level since 1946," my colleague Josh Wingrove writes, citing The Budget Lab at Yale University.

submitted 22 days ago • 22 comments

Quick calcs: U.S. tariff is on 80% of #cdnecon exports (not on services), trade-weighted average rate of 15% (25% goods; 10% energy). If U.S. demand falls in proportion to the tariff (to illustrate), then that's a $160 billion hit ($100b direct + $60b upstream), ~3% of total.

submitted 22 days ago • 5 comments

Everyone seems to be framing Trump's freeze on federal grants as a Constitutional fight over powers of the purse & whether presidents can disregard Congressional appropriations. It is that. But also at stake is the fundamental validity of government contracts! I see much less discussion on this... 🧵

submitted 23 days ago • 67 comments

Leopard: I will eat your face Bank analysts: Our baseline assumes no face-eating Leopard: Chomp chomp chomp

submitted 22 days ago • 209 comments

2 of 3 units at Ivanpah likely to shut down next year. I checked my old blog posts to see when the displacement of CSP with PV was first notable: it was 2011. 1 reason I recollect Ivanpah is Robert Kennnedy Jr.'s , "the wind plants and the solar plants are gas plants."

submitted 28 days ago • 0 comments

Saturday hot take: Equinor secured financing to move ahead with Empire Wind 1 in NY, expected online by 2027. But at $5b for 810 MW at Empire Wind 1 = north of $6000/kW. That's so expensive. Shouldn't we just be building new nuclear reactors in NY and NJ at this rate? 🔌💡 electrek.co/2025/01/03/e...

submitted 50 days ago • 26 comments

following a week of good news and strong political support for new CANDU builds I've written a piece indicating how the new ambitions are a requirement for a successful nuclear program - and the work done to justify them. #nukesky open.substack.com/pub/coldair/...

submitted 98 days ago • 1 comment

The characteristics of electricity exports out of Ontario's system has changed in recent years: as surplus trivial-emission supply receded much of the space has been picked up by natural gas generation. my estimates in Power BI: app.powerbi.com/MobileRedire...

submitted 100 days ago • 0 comments

Introducing conflict on this platform: red sky in the morning

submitted 101 days ago • 0 comments

The price we get paid for exports from our PV system is dropping from 0.23 Swiss francs to about 0.04 per kWh next year (adjusted quarterly based on federal market price reference). This is a good thing.

submitted 136 days ago • 1 comment

Great to see Constellation initiating work to restart Three Mile Island's Unit 1 reactor based on 20-year PPA with Microsoft. Bloomberg reported they'll start site work immediately without waiting on approvals from the NRC and (for grid connection) PJM www.constellationenergy.com/newsroom/202...

submitted 156 days ago • 0 comments

When Ontario electricity supply comes from: during the 10 years from 2014-2023, by decade of first generation at each generator facility: 1980's: 354 TWh (mostly Nuclear) 1970's: 320 (-Nuclear) 1950's: 249 (-Hydro) 1990's: 238 (-Nuclear) 2010's: 128 (-Wind) 2000's: 100 (-Gas)