Drew Smithee

Nevermind. I see you've been busy. Congrats!

@joshdr83.bsky.social did you see this? Also, did you leave Twitter for good?

Any inertia thoughts here?

Pretty much a chemical plant that also generates heat and power at this point.

I mean there's always the investment profile angle. New capital to earn a return on, then lower O&M overheads you don't have to carry. I think thats an easier sell in a wash than a landslide.

Idk, I definitely believe in the death by 1000 cuts theory. You're just not going back on the first 990 now

Hot rocks make solar panel go brrrr

Eh, I'd say it's "other policy". Take away FGD, SCR, cooling water, MATS, and ash handling and you're pretty much left with half a combined cycle and a bulldozer.

We're never going back, but the boiling water part could still be cheap.

Another mature offshore wind project is facing financial write-downs and a potential yearslong delay in the wake of the Trump administration’s moves to shut the sector down. #energysky🔌💡

See Full Story: ow.ly/nXPa50V8hKm
Writer: John Cropley

Utility-authored securitization bill is horrible deal for ratepayers and state | Arizona Capitol Times HB2679 would allow every electric utility in Arizona to create bonds for the debt they have incurred and obligate customers to pay the bonds back.

Generally I support securitization as a means to closing old fossil infrastructure sooner, but HB 2679 has issues and I won't support it as written. #energysky #greensky azcapitoltimes.com/news/2025/02...

Noooo. I was on the short list for a helicopter ride to do some routing a few years ago but we ended up flying drones instead.

Who remembers the scene in Weeds with with the giant light up cross (stolen from a church) gets them busted because of the thermal signature?

3/ Advocates of networked geothermal say the model is still viable. (Two other pilots in Mass are moving ahead. One, in fact, is already built and collecting data in its first heating season)

The whole point of pilot projects is to learn, they say

cc: @davidpomerantz.bsky.social

I'm shocked.

Amazed it lasted this long

Chevron Plans to Build Gas Plants to Power AI Data Centers Chevron Corp., investor Engine No. 1 and GE Vernova Inc. formed a partnership to develop natural gas-fired power plants next to data centers, aiming to tap into artificial intelligence’s surging deman...

Chevron & GE Vernova formed a partnership to develop natural gas-fired power plants next to data centers, aiming to tap into artificial intelligence’s surging demand for electricity, with their first gigawatt online by 2028 www.bloomberg.com/news/article... Follows a similar NRG+GE deal last week 🔌💡

Yeah but it turns for me now. And that's kind of cool.

South Carolina Utility Wants to Sell Unfinished Nuclear Power Site (Gift Article) The utility, Santee Cooper, is trying to sell two nuclear reactors that it abandoned in 2017 as tech companies seek new sources of electricity for data centers.

Wow. With data center owners hunting for power, South Carolina utility Santee Cooper is accepting bids to buy the site of the disastrous V.C. Summer nuclear project, which cost $9 billion before being cancelled in 2017 with the twin reactors just 40% complete www.nytimes.com/2025/01/22/b... 🔌💡 ⚛️

This is too good #EnergySky

*for the utility to prescribe exactly as much risk as the PUC directs them too*

Not only did the ACC uphold APS' punitive fee on solar, it also ordered APS to increase the fee in its next rate case, which APS is expected to file in 2025. APS has said the fee should be as high as $88 a month PER CUSTOMER. #energysky #solar #arizona

Lawsuits that reach state supreme courts could drive climate action during Trump 2.0 The Montana Supreme Court just handed young climate activists a landmark victory by affirming the state constitutional right to a clean environment. It could provide a template for action at other sta...

The Montana Supreme Court just handed young climate activists a landmark victory by affirming the state constitutional right to a clean environment. It could provide a template for action at other state supreme courts: www.quittingcarbonmedia.com/lawsuits-tha... by me at Quitting Carbon 🔌💡

And to be fair. I am not a trader or a scheduler. I would like to be smarter about those things. But I'm not.

I'm a fundamentals guy and an engineer that gives those two their bookends.

The state utility commission encourages me to not be a degenerate gambler 🤷‍♂️

I’m just. D.O.U.G.

So I’ve been talking on the other app and being educated. I know you can trade anything, I didn’t realize capacity was as liquid as it is.

It’s like gold to an LDC, never enough.

So yeah tradeable product, do it. But I’ve never owned extra. Lol

So counterpoint, pipelines are fully subscribed. You can’t just say I want transco Z6 2025. Like it’s owned. Fuck off.

You can buy a ten day peaking supply. You cannot buy ten day peaking transport.

Like that’s the gap here. I can buy gas and sell gas. I cannot buy transport and sell transport. It’s either valuable and I need it, or it’s worthless.

Tens of millions a year?

But a bcf of gas at $75/dt wipes that out in a day.

To my knowledge, the first widespread use of neural networks was in boiler optimization software in the late 80s and early 90s.

Yet we call utilities dinosaurs when it’s essentially baby ChatGPT.