timhade.bsky.social
Husband, Dad, Co-Founder @ScaleMicrogrids, Veteran @usairforce
We’re going to find a way
48 posts
1,154 followers
94 following
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Great episode Ari. I learned a lot. Thanks for all you’re doing!
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I disagree.
IMO being a IOU CEO is the hardest job in energy. It’s basically impossible to do well, and when you mess up it kills people and causes $Bs of damage.
Plus, the job itself really sucks. Everyone just yells at you constantly.
That’s why getting good people costs $$$$
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…fundamental problem is that total demand for NG gen exceeds supply.
If we can build ~50 GW of new NG capacity in total over the next 5 years, but a big portion of that is going to non-AI use cases, we’re clearly short supply.
In that world, nothing is obvious.
www.mckinsey.com/industries/p...
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How many GWs of gas generation capacity do you think we can bring online in the US over the next 5 years? Realistically.
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I think gas engines will play a role too. Not debating that.
But we’re talking about 100+ GW of new demand wanting to come online in the next 5 years.
We don’t have the supply chains to build 100+ GW of NG generation. Hence the problem.
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Fair enough, you found someone.
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Why doesn’t really matter in the context of your argument.
The fact that they are sold out and we don’t have the capacity to make more fast enough is the issue.
I’ve yet to meet anyone interested in expanding turbine manufacturing capacity in this economy, so where are they going to come from?
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It’s not obviously correct when the lead time for turbines is 6 years and almost no one wants to invest in more turbine manufacturing capacity.
I’m not disagreeing that NG plays a big role. But nothing is obvious when it comes to scaling AI compute.
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I’m so sorry brother.
Disrespectful and embarrassing.
#NeverForget
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Thank you for your service!
🇺🇸
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I don’t know much about Swiss electric system.
Most of California’s electricity grid is outdated. For example, the c hook that broke and caused the Camp Fire in 2018 was 100 years old.
Old electric grid + drought is really bad combination.
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FWIW it definitely doesn’t feel like “we’re all in this together” here in SoCal
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The head of the CT public utility commission is an absolute baller, in the running to be my favorite public official in this country: www.volts.wtf/p/a-connecti...
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This seems like an incredibly efficient government program that will meaningfully reduce lots of people’s electric bills.
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really important point. The inevitability of DER deployment doesn’t ensure it will happen equitably, status quo it won’t. Better regulation/legislation is needed.
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Agree. Lots of people working hard to accelerate ASAP. Political volatility in US not super helpful.
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This is already happening at scale, led by major property owners & REITs…“prop tech”, check out @fifthwall.bsky.social…over the next decade the market will force most landlords to embrace
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Because landlords are going to figure out how to make $ by providing distributed energy resources to tenants, and it’s going to be a feature tenants want.
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Putting it a the substation level means you’re still subject to utility T&D charges, which will be the biggest driver of electricity cost over time. It will be cheaper to have your own panels/battery behind your own meter.
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I dont think it depends on where you are. I think everywhere.
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A buddy once told me that the most effective way to prepare for working with a PUC is to become a New York Jets fan 😂
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I agree, but IMO it’s not an intent thing. In almost every case, regulators are incapable of doing the job primarily because of systemic inertia and a lack of resources. We’ve been saying “regulators need to regulate” since I joined this industry and it’s gotten worse not better.
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@jgkoomey.bsky.social I’m super interested in your take on this
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Dope
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@robinsonmeyer.bsky.social @jessejenkins.bsky.social
Can we get a shift key episode about this? I thought your episode with @severinborenstein.bsky.social was great, but if the math is off by $10B/yr that seems pretty important to discuss.