Nathan

iyernd.pythonanywhere.com

Add 17 hours of storage and 600 MW of solar and see what happens

Yea, it’s more expensive.

Talk about the new 45Z proposal lol

Update on NERC’s Large Loads Task Force = tackling AI/data center integration by stressing the need for reliability, certainty + clear “rules of the road.” Details matter especially when MWs show up before plans do. Identified risks ↓ 🔌💡
www.nerc.com/comm/RSTC/LL...

CATL is maintaining their massive sodium investments and starting to mix the chemistries because in the long-run that pivot starts to make sense.

That said for a US-based start-up, definitely seems like they made the right call for now

I think we'll see more interest in sodium when we actually hit the LiB floor, which definitely hasn't happened yet!

If the infra can be reused, then more innovation will happen in lithium which can ultimately be ported over to sodium.

YouTube video by Cleaning Up Podcast Google's Climate Tightrope: Innovation vs Emissions | Ep203: Kate Brandt

This week on @cleaninguppod.bsky.social, @worthingtonbry.bsky.social spoke with Kate Brandt, Google's Chief Sustainability Officer. Google has promised net zero in 2030, but their emissions are soaring. Bryony asks the right questions - does Brandt give convincing answers?
youtu.be/Es6xJvfYs_8?...

Haven't seen any posts about it, but this CEQA categorical exclusion for geothermal exploration in California seems like a big deal!

legiscan.com/CA/text/AB52...

🔌💡

How do F-gas GWP weigh in here? Is it worth having less performance for better refrigerants?

I asked it to make a dash dashboard in python for most of this, and then after that just ask and run and debug in a loop until I get the features

Cursor + claude_sonnet /gemini mostly.
Maybe o1 on occasion for planning specs

Hard to understand on a paper, but you can FEEL it on a dashboard.

It's a vision I had for year, to life in 2 weeks.

Across companies and organizations these kinds of realizations are happening now silently.

Energysky, early days.

I now understand what it feels like to see decreasing marginal value. That high levels of hourly matching has non-linear paths (e.g. optimal from 80% is not on the road to optimal for 90%). 100% is very very hard. How storage has more or less capacity value over a year. The impact of MACRS.

Over the past few weeks I built the tool I wish I had, to understand how renewables, clean firm, storage, and demand response interact in a grid in an interactive UI.

iyernd.pythonanywhere.com

Analysis heavy workflows are the most obvious, but optimization, games, productivity tools, visualizations, compression of the vast information flows.

This is about transforming work, not automating it away.

This could be a dramatic change to the Internet and a return to form - if small creative teams can replicate the work of behemoths, the Internet becomes a lot more interesting of a place and potentially less centralized by reducing barrier to entry dramatically.

Impossible task become trivial. Ideas that would take a year, take a day. Features ship in minutes and are highly configurable.

And this is the worst it will ever be.

Vibe-coding is to me the single largest change to the internet economy in a while and compresses the cost of writing code, along with barriers to entry.

It's a different (and spectacularly fast) workflow that still requires knowledge, but it's already changing my daily work.

That’s wild!

Sweet horror

How 24/7 carbon-free energy can catalyze clean energy innovation Accelerating the commercialization of advanced technologies creates a ripple effect that benefits the entire electricity system.

24/7 clean procurement catalyses learning for long-duration energy storage and clean dispatchable power - new op-ed in @latitudemedia.bsky.social! 🔌💡

www.latitudemedia.com/news/how-24-...

How 24/7 carbon-free energy can catalyze clean energy innovation Accelerating the commercialization of advanced technologies creates a ripple effect that benefits the entire electricity system.

www.latitudemedia.com/news/how-24-...

If you aim for the finish line with hourly/regional constraints, the need for innovative energy technologies is quite clear.

This kind of procurement can support the tools required to get low carbon, energy abundant grids. Let's finish the drill.

LOL yep

You take the annual pill, the story ends. You wake up in your bed and believe the LCOE is the end of the story.

You take the hourly pill, you stay in Wonderland, and I show you how deep the rabbit hole goes (anti-correlated 20 yr weather profiles and varying storage capacity values).

Also, AI training is not exactly "base load" due to all-reduce operation training. Minute basis oscillations in power are just arbitrage opportunities waiting to be realized!

(this is part of why xAI has a megapack on site, to smooth out these oscillations)

It'll allow electrolyzers to push a little harder and pull from the grid if they get in a tight spot. Also opens the door for more market procurement, the costs of missing are so much lower now.

The best projects will figure it out, plenty of breathing room with the calculation structure. Can't eliminate the core constraints of power long term

Not the point of this post. If you miss a MWh, that just mean you don't get credit for that MWh - which allows inflexible electrolyzer to still get the lions share.

The 3 keys are the same as before - offtake, capex, power. Easier to optimize around a firm offtake contract now.

NotebookLM is really helpful if you know the right questions to ask haha

If you get this far, my hot take is that they could have gone much further in terms of strictness, and this also could be way worse. Definitely a middle ground, but I've been thinking about this for years and see no obvious way to drive a train through these rules.

Go team!