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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 🔌💡 in posts for #energysky
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2,169 events across 20 countries. Millions of peope are standing up tomorrow to say with one voice: No Kings!

New NERC 2025 State of Reliability report: "Improvements in frequency response are being observed in areas of the country that have high concentrations of battery energy storage systems (BESS) and incentives in place to encourage or require participation." 🔌💡 www.nerc.com/pa/RAPA/PA/P...

CEO of Beacon AI Data Centers says they’ve reached agreement w/ Alberta Electric System Operator (AESO) to shift to on-site power during grid stress events: 🔌💡 www.arcenergyinstitute.com/inside-the-c...

Has anyone tried turning the engine of history off and on again

Here we go 🔌💡 spectrum.ieee.org/dcflex-data-...

Transmission infrastructure as public art (Dix Park, Raleigh, NC) 🔌💡

Interesting exchange between a FERC commissioner and Google at this week's resource adequacy technical conference: 🔌💡

Happy to see our research contributed a bit to FERC's technical conference on resource adequacy this week, mentioned at least 3 times by panelists (LS Power at 2:31, Office of the PA Governor at 5:16, Google at 6:00). www.youtube.com/watch?v=OGMm...

Honored to debut in @nytimes.com: “We’re facing a huge affordability crisis in America,” said Charles Hua, a former Energy Department adviser who recently founded @powerlines.org “This issue is not going away.” #utilitybills #energyaffordability www.nytimes.com/2025/06/04/c...

🔌💡Did a climate thing last night I’m proud of & hopeful about: organized a meeting to help about 50 town supervisors, fire chiefs & planning officials in my county understand the value and safety of grid-scale batteries… so they’ll stop imposing moratoria on siting them. 🧵 (1/9)

Amazon announced a massive $10bn data center today, some calling it “the largest cap-ex investment in NC history.” The release is very sparse though - no mention of clean energy additionality, let alone cost allocation. Just mentions 3 pre-existing PV/wind deals, alongside movies filmed in NC… 🔌💡

If this is accurate -- North America’s largest hydrogen production facility to be powered 100% offgrid w/ PV+storage -- it highlights a material threat to utilities if they can't speed up load & generator interconnection. 🔌💡 pv-magazine-usa.com/2025/06/03/l...

Likely a result of unavoidable cost pressures too. Fresh gas is increasingly expensive. Nuclear can't spin up quickly without more robust policy. @tnorris.bsky.social writes about this for data centers in his load flexibility report. @jigarshahdc.bsky.social's been flagging high costs for gas.

BNEF takes the under on US data center load growth (43.5GW of new capacity by 2035) due to "real-world constraints like interconnection delays and build timelines" - underscoring market opportunity for faster connection via flexibility. 🔌💡

I tried warning about techno-libertarian utopianism over a decade ago... www.forbes.com/sites/groupt...

“Mountainhead” isn’t great, but it’s the only major film so far to capture the essence of Silicon Valley’s ascendant techno-libertarian utopianism, which should be taken seriously. All should watch.

85 gigawatts of new generators at risk of tax credit loss under IRA repeal, *in CA alone.* How much survives likely contingent in part on faster interconnection via ERIS/provisional/surplus service. 🔌💡

The grid is already under extreme supply strain — these new tariffs will jack up costs on transformers, transmission lines, towers, poles, substations, gas turbines, wind turbines, solar racks, battery gear, & more. 🔌💡

I'm not as bullish on near-term GPU efficiency gains as Lovins, but these stats are pretty wild. integrative-design-for-radical-energy-efficiency.stanford.edu/sites/extrem...

“Vaclav Smil” according to AI

A new branch of economics may be needed to explain how the board of the world’s 8th most valuable corporation sits back while its chief executive drops $300M to elect politicians aggressively committed to destroying its primary business model

Amory Lovins has a big new essay on AI & energy, released by Stanford. I have critiques, but I learned a lot & appreciate him highlighting our research as contributing "major new methods" to the literature. 🔌💡 integrative-design-for-radical-energy-efficiency.stanford.edu/sites/extrem...

Glad to see new startups launching around this thesis! Cofounded by Arun Majumdar techcrunch.com/2025/05/27/g...

40% reduction in US electric vehicle sales in 2030 under House reconciliation package (+ exec actions), according to REPEAT modeling via @jessedjenkins.com team. Musk's "art of the deal." zenodo.org/records/1549...

Few things are as rewarding as watching a brilliant grad student present new research and hear them say it was meaningfully inspired by your work (at Harvard’s Power & AI Symposium last week)

If it’s confirmed that MISO’s rolling blackouts were tied in part to an unplanned nuclear outage, that doesn’t mean nuclear power is inherently unreliable or that we should stop investing in it! www.wwltv.com/article/news...

Unequivocally the most corrupt president in American history www.nytimes.com/2025/05/25/u...

Still finding your footing? 🦋 If you’re into energy, power or climate, here’s a great thread on where the 🔌💡 conversations happen over here. ⤵️ (h/t @tnorris.bsky.social + others for organizing!)

An executive order directing LPO to back 10 new reactors means little when the same administration is gutting LPO, phasing out the nuclear investment tax credit early, raising equipment costs with tariffs, and pushing up interest rates.

The ability to quickly build new resources, even those with "lower" capacity accreditation, will support power system reliability in the near term better than overwrought deliverability studies that try to account for each resource's contribution and slow everything to a crawl

"A 'tremendous' growth in resources for ERCOT has resulted in a 'significantly lower' probability for an energy emergency alert this summer" @rtoinsider.bsky.social 🔌💡 www.rtoinsider.com/105958-texas...

Major new energy bill proposed by Governor Healey (MA) would require utilities to "offer a comprehensive flexible interconnection program" for new loads. Section 159: 🔌💡 www.mass.gov/info-details...

Nuclear ITC extension is at best a salve to get 2 or 3 restarts of existing conventional facilities financed (if all goes right). Like “restoration” of transferability (you can’t sell credits you can’t plausibly earn!) it’s a fig leaf, not a meaningful revision.

Highly doubtful that nuclear ITC phaseout for all post-2028 reactor starts will be sufficient to achieve industry liftoff, and it almost certainly kills most advanced reactor companies and the emerging US fusion industry.