Killian Daly

YouTube video by Modo Energy The flexibility blind spot in carbon accounting with Killian Daly (EnergyTag)

The juice is worth the squeeze.

Check out @energykillian.bsky.social on Transmission talking through how we can reform green certificates to make an energy system fit for future and close some huge loopholes in "green" supply today.

www.youtube.com/watch?v=slhg...

Clean power is cheap power. Let’s make it round the clock.
Enter batteries.

Renewables + storage is the perfect match. Without storage, renewables hit a grid integration ceiling. With storage, the benefits of cheap renewables is made available even when there is no wind or sun. China seems to get this, with rapid buildout of pumped hydro show here (and batteries).

Hmm. Yes I have seen the Meta Louisiana 2GW new gas story mentioned in the IEA report… do you have other public examples like that ? Also have seen NextEra saying new gas turbines have long lead times rn wonder how that’s affecting things ?

For sure, but I guess 80 % renewables plus storage and 20% grid is better than 100% grid for example? Or definitely better than 80% gas and 20% grid, seems like that’s the point the IEA is making

I guess I was referring to physical PPAs or DCs with onsite renewables and a grid connection rather with residual power coming from the grid. I understood that currently DC have limited ability to load shift around the world, but indeed that would be ideal if scalable

super interesting @solarchase.bsky.social, has BNEF looked at optimal strategies for sourcing the power needed to meet this growth? IEA analysis finds that hybrid renewables are already cost competitive (see pg 85 of Energy and AI report), iea.blob.core.windows.net/assets/34eac...

🗣️ “Renewables are already a cost-effective solution for Indian industry, and 24/7 clean power is the benchmark for the future of renewable procurement,” says EnergyTag Executive Director @energykillian.bsky.social

@iea.org Electricity 2025 report out today. Electricity is increasingly the lifeblood of our economies. EU industrial prices are 2x the US and 1.5X China. Taxes, gas reliance, and inefficient renewable integration are all drivers. Solutions needed. iea.blob.core.windows.net/assets/38a95...

@iea.org says "Today, utility-scale batteries paired with solar PV are already competitive with new coal plants in some countries like India. In just the next few years, batteries + solar will be cheaper than new natural gas plants in the US & new coal in China" (Source: x.com/iea/status/1...)

TPUs improved carbon-efficiency of AI workloads by 3x | Google Cloud Blog A new study finds that TPU hardware has seen a 3x improvement in the carbon-efficiency of AI workloads from TPU v4 to Trillium.

🔌💡 Google released a novel study on the lifecycle emissions of AI accelerator chips, showing a 3x improvement in the carbon-efficiency of AI workloads over two generations. We also report average market-based electricity emissions calculated on a 24/7 basis. More: cloud.google.com/blog/topics/...

Working on getting those prices down I see.

China installed a record capacity of solar and wind in 2024 – in numbers China saw monumental solar and wind growth in 2024, according to data released today by its National Energy Administration (NEA).

Trump demands to be the center of attention. It's hard not to see Trump 2.0 as the biggest energy story in the world. But China begs to differ: China built 277 GW of solar (877 GW total now!) & 80 GW of wind (521 GW total) in 2024. That, as Trump would say, is 'uge!
electrek.co/2025/01/21/c... 🔌💡

Absolutely and the % decrease is remarkable. Just a reminder that despite the great renewable capacity numbers we see a lot , coal still on the risk in absolute terms

China is still Coal powered, and that keeps growing. Renewable expansion is rapid, but coal is still King.

Battery storage has often been built on the back of grid service revenues. In relatively mature markets like the UK, these revenues are drying up fast. Batteries will become more reliant on unpredictable energy arbitrage. Other revenue streams will be key (e.g 24/7 PPAs) #energysky

Very important point. I find a lot of unproductive discussions on wind and solar vs alternatives comes down to local variations like this.

If you don't have dunkelflautes, or if you have enough transmission, you really can avoid the need for most (if not all) clean firm generation.

🔌💡

Dunkelflaute - no wind, no sun for weeks - isn't an Australian problem. 42 years of weather data show widespread dips last hours or a day, never weeks. Winter monthly output has never been lower than 70% of average. Long duration energy storage... https://youtube.com/shorts/kiKCnACikpY?feature=share

Biden’s clean hydrogen tax credits are officially decided — for now The contentious rules for the Inflation Reduction Act’s hydrogen subsidies have been finalized. But Trump could weaken them — or rewrite the rules…

The Biden administration has finalized rules for the IRA's lucrative — and contentious — clean hydrogen tax credits that hold fast on key climate safeguards, despite industry pushback. Will the Trump administration honor or undermine those safeguards? www.canarymedia.com/articles/hyd... #energysky

Super interesting, have been following the RTC tenders a bit in India. Also in EU, PPA are becoming more hydrid with single tech solar becoming a very hard sell in markets like Spain this shift is inevitable eventually

Hope that works not sure what happened above

www.nrel.gov/docs/fy25ost...

Good point, seems BESS costs are nose diving out of China and even hefty tariffs would still make their assumption look conservative.

Fair point I was also curious about this. Perhaps a combination of factors such as load growth and other parts of the us not decarbonising as aggressively as CA.

Great question would love to see the numbers here also. This will come faster than folks think. Check out this project which runs the numbers for the US, up to 90 % clean firm off grid but more for data centres. www.offgridai.us

System costs around the $6-7k billion mark. What I find super interesting is that the zero emissions 2035 system is only 13.5% more expensive than the baseline case. System decarbonisation is cheap, and this is without counting the enormous societal benefits. www.nrel.gov/docs/fy25ost...

The evolution of generation by technology across all scenarios shows the inevitable rise of renewables which dominate growth. Gas largely decreases or flatlines, gas ccs increases. Storage also set to grow to support renewable integration. New technologies also will have a role but coal is toast..

When there is a 2035 100 % emissions reduction constraint, wind squeezes out natural gas much more than under current policies…

New NREL modelling of 61 scenarios of US power sector thru 2050 is out. Under a current policies mid case, solar and wind look set to dominate with nuclear and gas still very much in the mix and storage ramping significantly #energysky (1/n)

45v is solid for green hydrogen and also avoids the worst loopholes for blue hydrogen. EU regulators should take note as blue h2 rules are finalised here