The Shift Back to Gas | Norton Rose Fulbright The federal government is making a concerted effort to promote construction of new power plants that burn fossil fuels.

The natural gas industry is utterly unprepared to meet our critical energy needs. They will, however, happily take their pound of flesh up & down the supply chain while the getting is good.

This interview is a wild confession of as much: www.projectfinance.law/publications...

NEW | Solar is now California’s #1 electricity source ☀️

Over the past 12 months (to April), solar generated more electricity than any other source in California — surpassing gas for the first time in history.

Rapid solar + battery deployment will keep this trend going 🔋⚡️

Despite limited price spikes in #ERCOT, #energystorage leaned on energy arb for 69% of revenue in March.

At a glance:
📈 Top revenue generators earned $6.26/kW — over 3x the fleet median
🎯 Top performers captured 115% of its DA TB2, while the median came in around 48%

March 2025 breakdown ⬇️

Wouldn't it be nice to have free, open electricity data for every country in the world?

It's here...up-to-date...free...for everyone...

The @ember-energy.org Electricity data explorer ⚡

Clean flexibility is the brain behind a balanced, renewables-powered grid ⚡

Our infographic breaks down the nine key tools that can store, shift, share, and supply clean energy reliably—reducing fossil reliance.

Download the graphic 📥
ember-energy.org/app...

Why do global fossil CO2 emissions continue to rise?

In simple aggregated terms: economic growth (orange) is too strong to be overcome by improvements in energy efficiency & structural change (green), & CO2 intensity of energy use (blue).

robbieandrew.github.io/country/?cou...

The uncomfortable truth for leftists is that a lot of low-carbon climate progress is being driven by elites who aren’t under pressure from mass movements.

The uncomfortable truth for elite climate wonks is that those gains won’t be enough to stabilize the climate. We still need mass green politics.

Has this changed since 2020? Know there’s been talk of investors demanding production and supply growth discipline.

Managing Risk with Day-Ahead Energy Bidding - Tyba Energy Day-Ahead energy bidding in ERCOT presents a great revenue opportunity for energy storage operators to capture incremental upside — but only when paired with disciplined risk management.

DA energy is becoming a bigger part of the revenue stack for #energystorage operators in ERCOT. In January, DA energy accounted for 26% of total storage revenue in ERCOT, up from just 9% in 2024.

But DA comes with increased risk.

How are operators managing this risk - or not?

#energysky #🔋

Claudia Sheinbaum:“Plan Mexico is the path that I am certain will lead us to a Mexico with more well-paid jobs, with less poverty & inequality...with a lower carbon footprint that respects the environment and increases our self-sufficiency and sovereignty"
www.netzeropolicylab.com/mexico-green...

Found the answer here (ty Gregor!): bsky.app/profile/greg...

Did renewables capture a larger share of generation growth last year? Seems like more evidence for the energy addition thesis if that share is lowering.

Trump’s Freeze on Clean Energy Funding Harms States and Nonprofits Most Trump can stop Direct Pay grants but not tax credits.

Wishful thinking at best, but really goes to show why we needed direct pay, solar for all, etc.

Solid post on this: open.substack.com/pub/peoplesp...

Scatterplot titled “Empirical Evidence of Ideological Targeting in Federal Layoffs: Agencies seen as liberal are significantly more likely to face DOGE layoffs.” • The x-axis represents Perceived Ideological Leaning of federal agencies, ranging from -2 (Most Liberal) to +2 (Most Conservative), based on survey responses from over 1,500 federal executives. • The y-axis shows Agency Size (Number of Staff) on a logarithmic scale from 1,000 to 1,000,000. Each point represents a federal agency: • Red dots indicate agencies that experienced DOGE layoffs. • Gray dots indicate agencies with no layoffs. Key Observations: • Liberal-leaning agencies (left side of the plot) are disproportionately represented among red dots, indicating higher layoff rates. • Notable targeted agencies include: • HHS (Health & Human Services) • EPA (Environmental Protection Agency) • NIH (National Institutes of Health) • CFPB (Consumer Financial Protection Bureau) • Dept. of Education • USAID (U.S. Agency for International Development) • The National Nuclear Security Administration (DOE), despite its conservative leaning (+1 on the scale), is an exception among targeted agencies. • A notable outlier: the Department of Veterans Affairs (moderately conservative) also faced layoffs despite its size. Takeaway: The figure visually demonstrates that DOGE layoffs disproportionately targeted liberal-leaning agencies, supporting claims of ideological bias. The pattern reveals that layoffs were not driven by agency size or budget alone but were strongly associated with perceived ideology. Source: Richardson, Clinton, & Lewis (2018). Elite Perceptions of Agency Ideology and Workforce Skill. The Journal of Politics, 80(1).

The DOGE firings have nothing to do with “efficiency” or “cutting waste.” They’re a direct push to weaken federal agencies perceived as liberal. This was evident from the start, and now the data confirms it: targeted agencies overwhelmingly those seen as more left-leaning. 🧵⬇️

The administration had to be taught that DOE handles nuclear weapons. A second time!

I know folks that are still pulling on the energy dominance thread, but that ship sailed in November.

If you get the opportunity I really recommend hitting any Cybertruck drivers you see with a classic eye-contact thumbs down. So much more bang for your buck than flipping the bird

Going on a solid month of headlines that are shit you'd see in the pre-credits montage sequence in a zombie movie. A non-narrative 28 Days Later prequel edited like a '90s music video. Fantastic shit!

Do US states with more renewable energy have more expensive electricity? Despite California being the poster child of high prices, the data suggests no.

Do US states with more renewable energy have more expensive electricity?

Despite California always being in the headlines for this, full state-by-state data says no.

My latest Substack: www.sustainabilitybynumbers.com/p/us-states-...

and, despite it all, the VC market marches on! @tybaenergy.bsky.social is working to make grid batteries more profitable, so that hopefully, tariffs and tax credits or not, we'll build way more of them

Last year Elon Musk and SpaceX claimed the NLRB is unconstitutional after being accused of labor violations.

Now under Trump, the NLRB is dropping its opposition to this claim.

The labor board will no longer fight in court against the charges that it shouldn't exist.

going all-in on the theory that the doncic trade is part of a much larger culture-wide attempt of management shifting power to itself even when it doesn't make business sense

The Art Of Repeated Last Minute Deals That Are The Outcome Of Serial Games of Chicken With The Same Players But With Little Guarantee That Commitments Made At The Last Deal Will Be Upheld At The Next Deal But As Long As Someone Can Claim They Won, Hey That’s Fine.

The model we should be using for the current energy transition is that renewables wind up merely as a new layer on top of all previous energy sources.

The model which foresees renewables replacing previous sources is probably wrong, unless a new, very aggressive big bang effort is undertaken.🔌💡

Will Democrats Let the GOP Gut Trans Health Care? Donald Trump and Republicans may try to ban funding to companies that perform trans health care. Some fear Democrats won't stop them.

“If you ask them, Democratic staff, political advisers, lobbyists, and civil rights advocates will admit they hadn’t prepared to defend trans people at the national level right now.”

Good time to reup my story for @rollingstone.com

www.rollingstone.com/politics/pol...