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timhade.bsky.social
Husband, Dad, Co-Founder @ScaleMicrogrids, Veteran @usairforce We’re going to find a way
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This episode of Organized Money is wild. Apparently a key driver of IOU rate inflation is the use of a very obscure modeling methodology to calculate ROE, that isnt used anywhere else in finance. Can someone explain to me how this is real or why it’s not? open.spotify.com/episode/3fOW...

In the spring of 2002 I went to a Yankees game in NYC wearing my military uniform. I saw very little of the game because almost every single fan in the concourse stopped to thank me for my service, and promised that we would #neverforget. 20 years is a long time.

@michaelwara.bsky.social Why do utilities make PSPS decisions instead of CalFire?

Don't look now, but global carbon dioxide emissions not only aren't declining, they're rising faster than ever.

Happy Birthday to the “Electrifying” @leahstokes.bsky.social Great day for a book announcement, can’t wait! Thank you for your leadership!!!

I am a former incarcerated firefighter. I served in a California fire camp from 2009 to 2012. Misinformation is afire on the internet, so here are facts about the prison firefighter program, all in one place. A thread.

There is no safe way to operate the electric grid in California during high winds/red flag conditions. The only near term solution is much more aggressive use of Public Safety Power Shutoffs. Californians need to prepare for multiple days/year without power. That’s the inevitable outcome.

Really proud of our progress in Year 6. Year 7 is off to the worst start imagineable. My great hope is that this tragedy will create the sense of urgency needed to make progress faster.

The adaptation era #Energysky 🔌⚡️ www.bloomberg.com/news/article...

My piece on Google's new partnership with Intersect Power. It isn't just another data center deal - it's a signal that the whole model of data center development is changing. Companies are now going where the power is abundant and bringing the fiber to them. bit.ly/4g8hfu1 #energysky

I truly believe the vast majority of buildings will have solar panels, co-located batteries, and electric load control tech inside the next 3 decades. We should design the 21st century electric grid around this principle. I don’t think there is a compelling counter argument.

Really interesting solar co-op program launched in Virginia. Aggregation is a real thing. Lots of interesting business models emerging. virginiamercury.com/2024/12/02/s...

Canadian researchers say they’ve figured out a way to cut EV charging time down to ~15 minutes. #energysky onlinelibrary.wiley.com/doi/10.1002/...

Seems like maybe not a great time to upend current federal policy support for US electric vehicle and battery supply chains eh?

This is our competition. We have so much work to do🇺🇸 #energysky m.youtube.com/watch?v=0FFl...

@simonmahan.bsky.social can you post the data you shared on Twitter re: Georgia Power load forecasts here? This is incredible.

“NRG Energy and Renew Home have teamed up to distribute 650,000 AI-enabled thermostats using Google Cloud technology to help reduce electricity demand in Texas. The initiative, announced on November 7, 2024, aims to shave off 1 gigawatt of power by 2035” www.cretech.com/news/nrg-and...

Something to keep an eye on: A ton of uncertainty, but I think Ukraine is maybe on a path to attempting to build the most distributed electricity grid in history? Potentially a huge opportunity for energy innovation? expro.com.ua/en/tidings/e...

Grid modernization is THE key to winning the AI race. 🇺🇸 has a no chance at beating 🇨🇳if we can’t 2-3X grid capacity in the next 2 decades. If we can capitalize on bi-partisan agreement on this point, we can achieve most of our objectives without ever talking about climate.

We need to deploy 2-5 GW and $25B by 2030 to achieve #liftoff in enhanced #geothermal. This will bring the price down far enough to unlock 90 GW by 2040. liftoff.energy.gov/next-generat...

Electrification is a primary solution to both the climate crisis and the AI race. Most climate tech companies should keep doing basically exactly what they’re doing, just emphasize that you’re doing it because we have to beat China at AI.

IMO is one of the most important stories to follow in electrification/cleantech

The coolest person I’ve ever met was Lt Col Clarence Shivers, one of the Tuskegee Airmen. Some of the most amazing Americans in history. This was their creed.

www.canarymedia.com/articles/sol...