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tnorris.bsky.social
"An expert in power systems" -NYTimes | J.B. Duke Fellow, PhDing @DukeU | Fmr: SPGlobal, USDOE, Cypress Creek, Stanford My forthcoming substack is Power & Policy: https://www.powerpolicy.net/ Use πŸ”ŒπŸ’‘ in posts for #energysky
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Love a good #loaddurationcurve

The US power system has an avg utilization rate of 53%, meaning that at any given time, half of our generation & transmission infrastructure is typically unused. πŸ”ŒπŸ’‘

Top headline today in a Wilmington, NC outlet πŸ”ŒπŸ’‘ portcitydaily.com/latest-news/...

No 24/7 zero-CO2 options are readily scalable in most jurisdictions right now (geothermal limited, nuclear is 7-10yrs), so very hard to mandate. But a mix of demand response, batteries, & RE can provide a big offset. nicholasinstitute.duke.edu/publications...

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Really important. $100/MWh applies to all resource options for large loads: including VRE with storage. People have β€œmined the cheap stuff” and there is an aggregate supply constraint. Open economizing opportunity for sites that can make load flexibility work for their offtakers.

I keep hearing that data center operators "don't want to operate flexibly" and make so much money they may not care. But as they confront the realities & constraints of trying to connect to a grid that's struggling to meet demand growth, I expect it'll become a matter of necessityβ€”not just money.πŸ”ŒπŸ’‘

Good point here from @jigarshahdc.bsky.social: once the full cost & lead time of large-scale capacity expansion is accounted (his estimate is $100/MWh), it's likely to incentivize more innovative demand-side management from hyperscalers. πŸ”ŒπŸ’‘ www.latitudemedia.com/news/open-ci...

Glad to see consumer advocates already using our study to support ratepayer protection efforts, in this case the oldest utility consumer advocacy office of its kind in the US (MD Office of People's Counsel). πŸ”ŒπŸ’‘ opc.maryland.gov/Portals/0/Fi...

Meta’s fmr director of energy strategy, Peter Freed, in recent conversation w/ @stephenlacey.bsky.social @latitudemedia.bsky.social πŸ”ŒπŸ’‘ www.latitudemedia.com/news/open-ci...

Eliminating the PMF program is an utterly senseless decision that will weaken federal agencies and undermine their ability to attract the next generation of talented, motivated public servants. This is a strategy to make government *less* effective & efficient, not more.

I was one of those 400... interesting discussion. πŸ‘

We were blown away to have over 400 participants join our "Rethinking Load Growth" webinar this week, and the recording is now live! With thx to @powermagazine.bsky.social for covering. πŸ”ŒπŸ’‘ www.youtube.com/watch?v=RNdN...

Really important contribution here from @ricoconnell.bsky.social and team:

In future generations, when your children and grandchildren look back on this moment, they are not going to ask about the price of eggs. They are going to ask you what you did. Not what you felt. Not what you paid. But what you did. And I want to be able to say I did everything I possibly could.

Larry Diamond is arguably the world’s foremost expert on democracy and one of the most well-respected members of the Stanford faculty. Larry is not prone to hysterics; here he brings a sober (and damning) analysis of the state of American democracy. www.persuasion.community/p/the-crisis...

3 points I just made on this Clean Energy Southeast panel: 1) Supply chain constraints increase importance of identifying highest-value grid upgrades 2) Load flexibility can enable greater focus on the highest-value grid upgrades, instead of stretching limited resources 3) Flexible load service...

Watching the Nazi parade on the Pariser Platz the day the National Socialists took power, the impressionist painter Max Liebermann said, β€œI couldn't possibly eat enough to vomit as much as I need to."

Only king in my life is this guy (NC’s biggest snow yet today!)

Despicable beyond words

"Increasingly speculative behavior" by data centers & other new large loads are posing serious challenges for grid operators. @allisonclements.bsky.social & Peter Freed offer principles for making the process for large load interconnection fairer. www.utilitydive.com/news/data-ce...

On SHIFT KEY, we talk about the ~200 people you've probably never heard of but directly regulate ~1% of US GDP & a big chunk of your pocket book: public utility regulators. Who they are, why they're important and why we need to pay more attention to what they're up to. Wherever you get your podcasts

This program by PG&E was mentioned in recent work by @tnorris.bsky.social. πŸ”ŒπŸ’‘ www.renewableenergyworld.com/power-grid/c...

Must-read op-ed today by fmr FERC commissioner @allisonclements.bsky.social (w/ welcome cite to our study) πŸ”ŒπŸ’‘ www.utilitydive.com/news/data-ce...

Just passed 700 registrants... t-minus 2 hours!

So Trump is now saying that the Federal Election Commission, which was an independent regulatory agency, "must be supervised and controlled by the people's elected President."

This new EO is a doozy, clearly written to test the constitutionality of independent agencies at the SCt. It purports to effectively bring all independent agencies - including the Fed Election Cmsn and the Fed (in part) under presidential control. Irreconcilable w/existing law full stop. /1

Grateful to all who've engaged w/ our large load study! For those who've been offline, a quick roundup of coverage (1/3, no particular order): Axios www.axios.com/newsletters/... E&E www.eenews.net/articles/stu... UtilDive www.utilitydive.com/news/us-grid... TechCrunch techcrunch.com/2025/02/13/d...

it sounds like we’re getting more NEPA litigation, not less. Unless they actually change the statute, everyone still has to comply. But now no one knows how!

Trump admin: Our deep concern for whales & birds requires killing the US wind industry immediately Also Trump admin: [swipes a pen to eliminate NEPA regs]

Proud of my elderly parents (81 & 74) for joining this rally today in Asheville

We just passed 500 registrants for our webinar this Wednesday - you can still sign up! πŸ”ŒπŸ’‘ nicholasinstitute.duke.edu/events/rethi...

Last week, @tnorris.bsky.social & his Duke colleagues put out an important new report showing that a smart & flexible grid would allow us to power a lot of new data centers around the country. He & I talked with @alexckaufman.bsky.social about the implications: πŸ”ŒπŸ’‘ www.motherjones.com/politics/202...

@tylernol4thepain.bsky.social has asked me to write a thread elaborating on some comments I had made to him about the paper via DM to further the discussion on this topic and to bring up some extra nuances that to his credit he put into the introduction of his paper:

This is extraordinarily dangerous. Tomorrow, the legacy media will ask Republican officials about this. Those officials will lie and obfuscate. And the legacy media will move on. That is part of the crisis we face.