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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PA should require these proposed Amazon data centers to plan for load flexibility as a condition of receiving generous state tax credits, avoiding grid stress and more gas-fired generation.
@kleinmanenergy.bsky.social.
@tnorris.bsky.social
kleinmanenergy.upenn.edu/commentary/b...
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Here at 5:58:15: www.youtube.com/live/OGMmmjh...
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Such important but under-appreciated work - thank you Jeff
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www.aboutamazon.com/news/aws/aws...
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h/t @torsolarfred.bsky.social @justinmikulka.bsky.social @cthelala.bsky.social
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I’d be quite surprised if all existing pre-2029 PIS projects are at risk due to start construction, but not sure how to quantify FEOC… bsky.app/profile/tnor...
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One nuance to consider: high demand for change in 60day window may be driven in part by aim to move projects currently scheduled for post-2028 PIS up to 2028 PIS (i.e. existing planned 2028 PIS projects may already qualify - no doubt it varies though)
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My rough assumption is most projects currently scheduled for pre-2029 PIS would qualify for construction start since presumably most have placed GSU order, which (at least in past) has met 5% safe harbor - lmk if you disagree? Not sure how to quantify FEOC impact… @michael-thomas.bsky.social
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Source of this helpful chart is @michael-thomas.bsky.social
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(Source is the auto transcription of latest Odd Lots episode via Apple)
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Broadly, I'm more bullish on the practical utility of LLMs, more optimistic on advanced nuclear, less bullish on aggressive near-term gains in GPU efficiency, and I generally think Lovins underestimates the challenges presented by peak load growth on winter-peaking systems.