Paul DV

Our 400+ page comment on the DOE climate working group report is now out.

Our conclusion: The merchants of doubt are back, and they're coming for climate science.

This covers some of it: toolkit.climate.gov/sites/defaul...

Yesterday I wrote about how far the Inflation Reduction Act didn’t go, as comprehensive climate policy, even as it transformed how the state shaped markets.

"Free D.C.! Free D.C."

Chants of protest against Trump break out in the 51st minute of tonight's Washington Spirit game at Audi Field.

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Accelerating Federal Permitting of Data Center Infrastructure By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered: Section  1.  Policy and

In addition to the AI Action Plan, a few new AI-related EOs out this evening. The most interesting for energy nerds is the Data Center Infrastructure EO.

www.whitehouse.gov/presidential...

What is less well understood is how poorly the United States is prepared to match this rise in electricity demand with an equivalent increase in supply. To some degree, American electricity prices are already rising: So far this year, utilities have received or requested permission to increase customers’ bills by $29 billion, according to a July report from PowerLines, a think tank and advocacy group. That’s a large number in its own right, and it’s more than twice as much as had been approved at this time last year. But when you look across the power system, virtually every trend is setting us up for electricity price spikes: The supply chain to build new natural gas power plants is backed up. Virtually all new utility-scale gas turbines are spoken for until the end of this decade, as Heatmap News covered in February. U.S. natural gas supplies will come under more strain in the next few years as fossil fuel companies export more of the fuel abroad. From 2024 to 2028, North America’s liquified natural gas export capacity is projected to double. Many of the key components to build more grid infrastructure — such as copper or steel — have surged in cost due to Trump’s tariffs and self-induced trade uncertainty. The federal government has become a less stable fiscal and financing partner for energy producers and distributors. On Wednesday, Energy Secretary Chris Wright killed a government loan guarantee for the Grain Belt Express transmission project. Why? “To ensure more responsible stewardship of taxpayer resources,” but also because President Trump asked him to.

It’s hard to find a trend in the electricity system right now that *doesn’t* point to near-term rate hikes if not a broad affordability crisis. That’s a serious problem for climate policy, but also the American economy writ large. I wrote about it: heatmap.news/politics/ele...

Why not "MatAss CoRa"?

but which one

Thank you!

Do you have an author's link available to share? Thanks!

a red car is parked next to a trailer that says u-tow on it ALT: a red car is parked next to a trailer that says u-tow on it

"There is a way to apply a set of carefully crafted restrictions to wean us off Chinese supply chains, but . . . if we scatter rakes across the floor for companies to step on, they will just throw up their hands and send their investments overseas, leaving us more reliant on China than before."

Economic Impacts of U.S. Senate “One Big Beautiful Bill Act” Energy Provisions • Energy Innovation The Senate's "One Big Beautiful Bill Act" will cost America 300GW of new power, $960 billion in GDP, and 770,000 lost jobs.

🚨New Report🚨
🔌💡 The U.S. Senate's “One Big Beautiful Bill Act” #Energy Provisions, will cost America 300GW of new power, $960 billion in GDP, and 770,000 lost jobs.
Check out the other economic impacts of the bill 👇
energyinnovation.org/report/econo...
#greensky #energysky

Senate Finance Committee bill maintains tax credits for nuclear, geothermal, energy storage, and hydropower... but immediately terminates this other tax benefit?

It's not clear that there's any replacement for MACRS elsewhere in the proposed text.

#💡 🔌

yardsale.energy/removing-acc...

Killing MACRS depreciation for clean energy forces all credit-eligible energy projects into transferability markets rather than into tax equity transactions. Fine for S/W. But seems bad for nuclear and geothermal... which have no transferability markets bc they're emerging tech.

The infrastructure investments of the past four years represent the most significant progress since the Eisenhower era. But they are neither guaranteed nor permanent. If Congress and the Trump administration don’t act now, we won’t just cede economic advantage. We’ll see energy costs spike…

US energy market indicators from EIA's June 2025 Short Term Energy Outlook.

Implications of the US LNG export boom for domestic gas prices - from EIA's latest Short-Term Energy Outlook: "Higher natural gas prices in 2025 and 2026 are the result of strong export growth that persistently outpaces U.S. natural gas production." www.eia.gov/outlooks/steo/ 🔌💡

Electricity demand is growing. New natural gas capacity will take time to ramp up, likely 2030. Why kill support for the only resources that could actually scale deployment in the next few years?

yardsale.energy/republicans-...

Finally, a good picture of DOE HQ! Really captures the feeling of being nestled within a forest of concrete and glass. So soothing.

There has been a lot of questions about the Loan Programs Office and the work that they did over the last four years to process a record $108B of loans to help commercialize technology across the United States. A 🧵

The ‘Green’ Aviation Fuel That Would Increase Carbon Emissions The U.S. agriculture lobby has long promoted ethanol for cars. If President Trump’s “Big Beautiful Bill” becomes law, the industry would be given tax credits for producing crop-based fuel for planes, ...

I wrote about a scandal in the Big Beautiful Bill that should really be shocking even if it isn’t surprising. Replacing jet fuel with corn and soybeans doesn’t pencil out for the climate, so Congress wants to take away the government’s pencils. @yalee360.bsky.social

e360.yale.edu/features/cor...

Every year on Memorial Day, I share this video of French caretakers who take sand from Omaha Beach in Normandy, and scrub them into the letters to give them the gold coloring.

They do this for all 9,386 US soldiers who died.

France also gave us this land as American soil.

MC stands for "Master Class." I would definitely listen to her thoughts!

DOE issues first order attempting to keep a coal plant online that was slated to retire. The JH Campbell plan in Michigan.

www.energy.gov/sites/defaul...

If ever there was an industry that needed strong, certain state support, it's nuclear.

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.

#💡🔌

Vogtle nuclear power plant with dollar signs added above it

What if big clean energy projects could earn the ITC while under construction?

What if this existed and nobody knew about it?

Qualified Progress Expenditures were added in the IRA and majorly benefit big projects like nuclear... if the credits survive.

More at: yardsale.energy/qualified-pr...

Capacity accreditation is deep and nerdy and super important. What happened last PJM auction cycle was an ironic shift: gas underperformed in winter storm Elliot, so PJM assigned much lower capacity values to gas - dropping from ~90% to %60%.
Now we had less capacity, so prices shot up
#EnergySky