Jigar Shah
@jigarshahdc.bsky.social
husband, dad, focused on elevating American entrepreneurs and innovators to achieve energy abundance by deploying at scale. It's simple, not easy. https://www.linkedin.com/in/jigarshahdc/
The IRA launched a manufacturing renaissance, Trump is working hard to cancel it.
January 25, 2026 at 2:31 AM
The IRA launched a manufacturing renaissance, Trump is working hard to cancel it.
As they should. We want them to give us a true 60 mile range PHEV (not the garbage CARB track results).
Mazda has reportedly delayed the launch of its first dedicated electric car once again.
insideevs.com/news/784877/...
insideevs.com/news/784877/...
Mazda Reportedly Puts Its New EV On The Backburner To Focus On Hybrids
The automaker’s first EV based on its new in-house bespoke platform has been delayed to 2029 at the earliest, Japanese media reported.
insideevs.com
January 20, 2026 at 1:45 PM
As they should. We want them to give us a true 60 mile range PHEV (not the garbage CARB track results).
President is forcing data centers and Governors to figure this out.
Only way it works is to deploy batteries to get more out of the wires we already paid for.
Only way it works is to deploy batteries to get more out of the wires we already paid for.
Batteries aren’t the whole solution—but they’re the only one that fits the clock and we are on track to making them all in United States.
The grid doesn’t care about intentions.
It cares about delivery dates.
www.linkedin.com/posts/jigars...
The grid doesn’t care about intentions.
It cares about delivery dates.
www.linkedin.com/posts/jigars...
The Only Practical Way the PJM Adds 7 GW of Capacity in 2026: Batteries
There’s a lot of debate about how much new generation PJM will add in 2026. Most credible forecasts point to less than 3,000… |...
The Only Practical Way the PJM Adds 7 GW of Capacity in 2026: Batteries
There’s a lot of debate about how much new generation PJM will add in 2026. Most credible forecasts point to less than 3,000 MW...
www.linkedin.com
January 16, 2026 at 3:28 AM
President is forcing data centers and Governors to figure this out.
Only way it works is to deploy batteries to get more out of the wires we already paid for.
Only way it works is to deploy batteries to get more out of the wires we already paid for.
Reposted by Jigar Shah
Batteries aren’t the whole solution—but they’re the only one that fits the clock and we are on track to making them all in United States.
The grid doesn’t care about intentions.
It cares about delivery dates.
www.linkedin.com/posts/jigars...
The grid doesn’t care about intentions.
It cares about delivery dates.
www.linkedin.com/posts/jigars...
The Only Practical Way the PJM Adds 7 GW of Capacity in 2026: Batteries
There’s a lot of debate about how much new generation PJM will add in 2026. Most credible forecasts point to less than 3,000… |...
The Only Practical Way the PJM Adds 7 GW of Capacity in 2026: Batteries
There’s a lot of debate about how much new generation PJM will add in 2026. Most credible forecasts point to less than 3,000 MW...
www.linkedin.com
January 15, 2026 at 4:27 AM
Batteries aren’t the whole solution—but they’re the only one that fits the clock and we are on track to making them all in United States.
The grid doesn’t care about intentions.
It cares about delivery dates.
www.linkedin.com/posts/jigars...
The grid doesn’t care about intentions.
It cares about delivery dates.
www.linkedin.com/posts/jigars...
Batteries aren’t the whole solution—but they’re the only one that fits the clock and we are on track to making them all in United States.
The grid doesn’t care about intentions.
It cares about delivery dates.
www.linkedin.com/posts/jigars...
The grid doesn’t care about intentions.
It cares about delivery dates.
www.linkedin.com/posts/jigars...
The Only Practical Way the PJM Adds 7 GW of Capacity in 2026: Batteries
There’s a lot of debate about how much new generation PJM will add in 2026. Most credible forecasts point to less than 3,000… |...
The Only Practical Way the PJM Adds 7 GW of Capacity in 2026: Batteries
There’s a lot of debate about how much new generation PJM will add in 2026. Most credible forecasts point to less than 3,000 MW...
www.linkedin.com
January 15, 2026 at 4:27 AM
Batteries aren’t the whole solution—but they’re the only one that fits the clock and we are on track to making them all in United States.
The grid doesn’t care about intentions.
It cares about delivery dates.
www.linkedin.com/posts/jigars...
The grid doesn’t care about intentions.
It cares about delivery dates.
www.linkedin.com/posts/jigars...
Ok so can I understand what it would take to save consumers $16B in the PJM market?
The market is short 6.6 GW and you probably need 8 hour batteries x $300/kWh delivered at C&I locations. The cost of these batteries would be $16B paid by the data center companies over 3 years using a BYOC contact?
The market is short 6.6 GW and you probably need 8 hour batteries x $300/kWh delivered at C&I locations. The cost of these batteries would be $16B paid by the data center companies over 3 years using a BYOC contact?
Data center buildouts face growing local opposition from people concerned about higher electricity bills and dwindling water supplies.
Microsoft promises to reject local property tax breaks, replenish more water than it uses, train local workers, and invest in AI education and community programs.
Microsoft promises to reject local property tax breaks, replenish more water than it uses, train local workers, and invest in AI education and community programs.
Microsoft responds to AI data center revolt, vowing to cover full power costs and reject local tax breaks
The tech giant's new "community first" initiative includes pledges to pay full power costs, reject local tax breaks, and replenish more water than it uses — a response to growing backlash against AI i...
www.geekwire.com
January 14, 2026 at 2:43 AM
Ok so can I understand what it would take to save consumers $16B in the PJM market?
The market is short 6.6 GW and you probably need 8 hour batteries x $300/kWh delivered at C&I locations. The cost of these batteries would be $16B paid by the data center companies over 3 years using a BYOC contact?
The market is short 6.6 GW and you probably need 8 hour batteries x $300/kWh delivered at C&I locations. The cost of these batteries would be $16B paid by the data center companies over 3 years using a BYOC contact?
Reposted by Jigar Shah
Oil markets suffer from the same blind spot electricity markets once did: they rarely treat efficiency as a competing resource.
China is now taking their domestic success on peak oil demand to 50+ Emerging Markets.
China is now taking their domestic success on peak oil demand to 50+ Emerging Markets.
How China Is Taking its Fight Against Oil Demand on the Road
Most discussions of global oil markets fixate on supply: where the next barrel comes from, how much it costs to extract, and which producer sets the marginal price. That lens is in full force with the...
www.linkedin.com
January 6, 2026 at 1:45 AM
Oil markets suffer from the same blind spot electricity markets once did: they rarely treat efficiency as a competing resource.
China is now taking their domestic success on peak oil demand to 50+ Emerging Markets.
China is now taking their domestic success on peak oil demand to 50+ Emerging Markets.
Reposted by Jigar Shah
In this new episode, Stephen Lacey, Jigar Shah, and new co-host Caroline Golin dig into how the AI era is reshaping power markets: from battles over capacity and co-located energy to the implications of Google’s acquisition of Intersect Power.
🎧 Listen Now: www.latitudemedia.com/news/open-ci...
🎧 Listen Now: www.latitudemedia.com/news/open-ci...
Who controls power in the AI era?
Our new co-host, Caroline Golin, helps us unpack the fight over capacity, co-located power, and what Google’s developer acquisition signals for the market.
www.latitudemedia.com
January 9, 2026 at 4:30 PM
In this new episode, Stephen Lacey, Jigar Shah, and new co-host Caroline Golin dig into how the AI era is reshaping power markets: from battles over capacity and co-located energy to the implications of Google’s acquisition of Intersect Power.
🎧 Listen Now: www.latitudemedia.com/news/open-ci...
🎧 Listen Now: www.latitudemedia.com/news/open-ci...
Reposted by Jigar Shah
Solar didn’t just shine in 2025 —
it shutdown all of the naysayers.
Costs collapsed. Deployment exploded.
Markets shifted gears.
That’s not a trend —
that’s transformation.
Years of progress. Years of scale.
No shortcuts. No flash.
While others exposed their shortcomings, solar forged ahead.
it shutdown all of the naysayers.
Costs collapsed. Deployment exploded.
Markets shifted gears.
That’s not a trend —
that’s transformation.
Years of progress. Years of scale.
No shortcuts. No flash.
While others exposed their shortcomings, solar forged ahead.
January 1, 2026 at 3:26 PM
Solar didn’t just shine in 2025 —
it shutdown all of the naysayers.
Costs collapsed. Deployment exploded.
Markets shifted gears.
That’s not a trend —
that’s transformation.
Years of progress. Years of scale.
No shortcuts. No flash.
While others exposed their shortcomings, solar forged ahead.
it shutdown all of the naysayers.
Costs collapsed. Deployment exploded.
Markets shifted gears.
That’s not a trend —
that’s transformation.
Years of progress. Years of scale.
No shortcuts. No flash.
While others exposed their shortcomings, solar forged ahead.
Reposted by Jigar Shah
Bill Gates hasn’t made sense on Climate since he teamed up with Bjorn Lomberg in 2009. This is just a restating of Bjorn’s book from this year about how we have a finite amount of money and we shouldn’t use it for climate. What they get wrong is that climate solutions are now fully profitable.
Bill Gates has a new memo out calling for a “strategic pivot” on climate change, downplaying “doomsday” talk to focus on filling enormous post-USAID budget gaps in global health and vaccine funding. I got an early glimpse of his thinking last week:
7 New Takes From Bill Gates on Climate ‘Doomsday’ Talk and Global Health
“I mean, God bless the Europeans for caring about climate.”
heatmap.news
October 29, 2025 at 11:43 AM
Bill Gates hasn’t made sense on Climate since he teamed up with Bjorn Lomberg in 2009. This is just a restating of Bjorn’s book from this year about how we have a finite amount of money and we shouldn’t use it for climate. What they get wrong is that climate solutions are now fully profitable.
Reposted by Jigar Shah
@jigarshahdc.bsky.social:
"In many markets, solar + batteries already beat diesel with just a two-year loan. The benefits on noise, pollution, fuel theft, and geopolitical risk come for free. This is not just substitution, it is permanent demand destruction."
⚡️⚡️⚡️
www.linkedin.com/pulse/how-ch...
"In many markets, solar + batteries already beat diesel with just a two-year loan. The benefits on noise, pollution, fuel theft, and geopolitical risk come for free. This is not just substitution, it is permanent demand destruction."
⚡️⚡️⚡️
www.linkedin.com/pulse/how-ch...
January 6, 2026 at 9:00 AM
@jigarshahdc.bsky.social:
"In many markets, solar + batteries already beat diesel with just a two-year loan. The benefits on noise, pollution, fuel theft, and geopolitical risk come for free. This is not just substitution, it is permanent demand destruction."
⚡️⚡️⚡️
www.linkedin.com/pulse/how-ch...
"In many markets, solar + batteries already beat diesel with just a two-year loan. The benefits on noise, pollution, fuel theft, and geopolitical risk come for free. This is not just substitution, it is permanent demand destruction."
⚡️⚡️⚡️
www.linkedin.com/pulse/how-ch...
Oil markets suffer from the same blind spot electricity markets once did: they rarely treat efficiency as a competing resource.
China is now taking their domestic success on peak oil demand to 50+ Emerging Markets.
China is now taking their domestic success on peak oil demand to 50+ Emerging Markets.
How China Is Taking its Fight Against Oil Demand on the Road
Most discussions of global oil markets fixate on supply: where the next barrel comes from, how much it costs to extract, and which producer sets the marginal price. That lens is in full force with the...
www.linkedin.com
January 6, 2026 at 1:45 AM
Oil markets suffer from the same blind spot electricity markets once did: they rarely treat efficiency as a competing resource.
China is now taking their domestic success on peak oil demand to 50+ Emerging Markets.
China is now taking their domestic success on peak oil demand to 50+ Emerging Markets.
Reposted by Jigar Shah
My sense is that China is using this oldie but goodie @rockymountviews.bsky.social playbook to destroy global oil demand. With subsidized EV technology, China can help 50+ emerging markets destroy 3-4 million barrels per day of oil demand by 2030.
Winning the Oil Endgame - RMI
This independent, peer-reviewed synthesis for American business and military leaders charts a roadmap for getting the United States completely, attractively, and profitably off oil. Our strategy integ...
rmi.org
January 5, 2026 at 1:37 AM
My sense is that China is using this oldie but goodie @rockymountviews.bsky.social playbook to destroy global oil demand. With subsidized EV technology, China can help 50+ emerging markets destroy 3-4 million barrels per day of oil demand by 2030.
My sense is that China is using this oldie but goodie @rockymountviews.bsky.social playbook to destroy global oil demand. With subsidized EV technology, China can help 50+ emerging markets destroy 3-4 million barrels per day of oil demand by 2030.
Winning the Oil Endgame - RMI
This independent, peer-reviewed synthesis for American business and military leaders charts a roadmap for getting the United States completely, attractively, and profitably off oil. Our strategy integ...
rmi.org
January 5, 2026 at 1:37 AM
My sense is that China is using this oldie but goodie @rockymountviews.bsky.social playbook to destroy global oil demand. With subsidized EV technology, China can help 50+ emerging markets destroy 3-4 million barrels per day of oil demand by 2030.
Solar didn’t just shine in 2025 —
it shutdown all of the naysayers.
Costs collapsed. Deployment exploded.
Markets shifted gears.
That’s not a trend —
that’s transformation.
Years of progress. Years of scale.
No shortcuts. No flash.
While others exposed their shortcomings, solar forged ahead.
it shutdown all of the naysayers.
Costs collapsed. Deployment exploded.
Markets shifted gears.
That’s not a trend —
that’s transformation.
Years of progress. Years of scale.
No shortcuts. No flash.
While others exposed their shortcomings, solar forged ahead.
January 1, 2026 at 3:26 PM
Solar didn’t just shine in 2025 —
it shutdown all of the naysayers.
Costs collapsed. Deployment exploded.
Markets shifted gears.
That’s not a trend —
that’s transformation.
Years of progress. Years of scale.
No shortcuts. No flash.
While others exposed their shortcomings, solar forged ahead.
it shutdown all of the naysayers.
Costs collapsed. Deployment exploded.
Markets shifted gears.
That’s not a trend —
that’s transformation.
Years of progress. Years of scale.
No shortcuts. No flash.
While others exposed their shortcomings, solar forged ahead.
Reposted by Jigar Shah
"A buildup in pressure across the region is propelling wastewater up ancient wellbores, birthing [toxic saltwater] geysers that can cost millions of dollars to clean up."
This in a region where oil and gas companies now take $$$$ in tax credits for squirting CO2 underground for "sequestration."
This in a region where oil and gas companies now take $$$$ in tax credits for squirting CO2 underground for "sequestration."
America’s Biggest Oil Field Is Turning Into a Pressure Cooker
Drillers’ injection of wastewater is creating mayhem across the Permian Basin, raising concern about the future of fossil-fuel production there.
www.wsj.com
December 27, 2025 at 1:37 AM
"A buildup in pressure across the region is propelling wastewater up ancient wellbores, birthing [toxic saltwater] geysers that can cost millions of dollars to clean up."
This in a region where oil and gas companies now take $$$$ in tax credits for squirting CO2 underground for "sequestration."
This in a region where oil and gas companies now take $$$$ in tax credits for squirting CO2 underground for "sequestration."
Reposted by Jigar Shah
Enjoying this report by David Hart who argues that the smarter strategy for the US is to compete with China in the EV space. Electric vehicles are a superior technology & will eventually displace ICE vehicles. Abandoning the contest will leave the US behind. www.cfr.org/report/compe...
Compete, Don’t Retreat
The primary U.S. response to China’s first-mover advantages in emerging auto technologies has been protection. A smarter strategy would seek to compete by supporting producers and collaborating with …
www.cfr.org
December 25, 2025 at 9:59 PM
Enjoying this report by David Hart who argues that the smarter strategy for the US is to compete with China in the EV space. Electric vehicles are a superior technology & will eventually displace ICE vehicles. Abandoning the contest will leave the US behind. www.cfr.org/report/compe...
Reposted by Jigar Shah
We are finishing out 2025.
Any guesses on:
- The biggest plot twist
- The breakout star
- The best villain
- The most underrated storyline
Any guesses on:
- The biggest plot twist
- The breakout star
- The best villain
- The most underrated storyline
The year's twists, villains, and breakout stars in energy
Podcast Episode · Open Circuit · 12/12/2025 · 1h 13m
podcasts.apple.com
December 13, 2025 at 3:45 AM
We are finishing out 2025.
Any guesses on:
- The biggest plot twist
- The breakout star
- The best villain
- The most underrated storyline
Any guesses on:
- The biggest plot twist
- The breakout star
- The best villain
- The most underrated storyline
We are finishing out 2025.
Any guesses on:
- The biggest plot twist
- The breakout star
- The best villain
- The most underrated storyline
Any guesses on:
- The biggest plot twist
- The breakout star
- The best villain
- The most underrated storyline
The year's twists, villains, and breakout stars in energy
Podcast Episode · Open Circuit · 12/12/2025 · 1h 13m
podcasts.apple.com
December 13, 2025 at 3:45 AM
We are finishing out 2025.
Any guesses on:
- The biggest plot twist
- The breakout star
- The best villain
- The most underrated storyline
Any guesses on:
- The biggest plot twist
- The breakout star
- The best villain
- The most underrated storyline
Reposted by Jigar Shah
Dave Roberts produces so much interesting content every year. Just last week alone, hearing about @govpritzker.illinois.gov’s kick-ass clean energy affordability bill was worth the $300 annual investment that renewed automatically today.
Happy 5th birthday to Volts! #energysky -- via Volts/David Roberts: www.volts.wtf/p/happ...
December 9, 2025 at 2:28 AM
Dave Roberts produces so much interesting content every year. Just last week alone, hearing about @govpritzker.illinois.gov’s kick-ass clean energy affordability bill was worth the $300 annual investment that renewed automatically today.
Reposted by Jigar Shah
Hey folks 👋 I'm the reporter who revealed immigration agents detained 170+ citizens this year
My fellowship w/ProPublica has been incredible, but it wraps January. I'm looking for my next gig. Please reach out to share leads & opportunities! nicolemfoy@gmail.com
www.propublica.org/people/nicol...
My fellowship w/ProPublica has been incredible, but it wraps January. I'm looking for my next gig. Please reach out to share leads & opportunities! nicolemfoy@gmail.com
www.propublica.org/people/nicol...
Nicole Foy
ProPublica is an independent, non-profit newsroom that produces investigative journalism in the public interest.
www.propublica.org
December 8, 2025 at 9:02 PM
Hey folks 👋 I'm the reporter who revealed immigration agents detained 170+ citizens this year
My fellowship w/ProPublica has been incredible, but it wraps January. I'm looking for my next gig. Please reach out to share leads & opportunities! nicolemfoy@gmail.com
www.propublica.org/people/nicol...
My fellowship w/ProPublica has been incredible, but it wraps January. I'm looking for my next gig. Please reach out to share leads & opportunities! nicolemfoy@gmail.com
www.propublica.org/people/nicol...
Reposted by Jigar Shah
I've been struck by how grateful I am to many of you out here for how much I've learned from you and how much you have impacted my thoughts and actions. In no particular order, and in no way meant to be an exhaustive, or even a complete, list, here's a thread of thanks from me:
December 5, 2025 at 3:06 PM
I've been struck by how grateful I am to many of you out here for how much I've learned from you and how much you have impacted my thoughts and actions. In no particular order, and in no way meant to be an exhaustive, or even a complete, list, here's a thread of thanks from me:
Reposted by Jigar Shah
🎤Commissioner @wopkehoekstra.ec.europa.eu discussed with US cleantech pioneer @jigarshahdc.bsky.social the necessary ingredients for achieving this leadership: demand creation, including with carbon pricing, financing and a stronger trade policy.
December 5, 2025 at 10:58 AM
🎤Commissioner @wopkehoekstra.ec.europa.eu discussed with US cleantech pioneer @jigarshahdc.bsky.social the necessary ingredients for achieving this leadership: demand creation, including with carbon pricing, financing and a stronger trade policy.
Reposted by Jigar Shah
If anyone cares at all, EV battery recycling is now hitting 99% recovery for important metals
Please remind me again what the recycle rate for fossil fuels is
interestingengineering.com/energy/recyc...
Please remind me again what the recycle rate for fossil fuels is
interestingengineering.com/energy/recyc...
New recycling tech recovers nearly pure nickel and cobalt from old EV batteries
Researchers have developed an eco-friendly recycling tech that extracts 99 percent pure nickel and cobalt from waste batteries.
interestingengineering.com
December 5, 2025 at 12:17 AM
If anyone cares at all, EV battery recycling is now hitting 99% recovery for important metals
Please remind me again what the recycle rate for fossil fuels is
interestingengineering.com/energy/recyc...
Please remind me again what the recycle rate for fossil fuels is
interestingengineering.com/energy/recyc...
Reposted by Jigar Shah
ThunderSaidEnergy: "World deployed 1,500 GWh of lithium-ion batteries in 2024
1,000 GWh for EVs
175GWh for grid-scale storage.
140GWh for smaller electrical electronic devices
Thus, lithium-ion batteries were 80% of all global batteries
This year, we predict LFP to reach 70% of lithium batteries"
1,000 GWh for EVs
175GWh for grid-scale storage.
140GWh for smaller electrical electronic devices
Thus, lithium-ion batteries were 80% of all global batteries
This year, we predict LFP to reach 70% of lithium batteries"
December 3, 2025 at 9:12 AM
ThunderSaidEnergy: "World deployed 1,500 GWh of lithium-ion batteries in 2024
1,000 GWh for EVs
175GWh for grid-scale storage.
140GWh for smaller electrical electronic devices
Thus, lithium-ion batteries were 80% of all global batteries
This year, we predict LFP to reach 70% of lithium batteries"
1,000 GWh for EVs
175GWh for grid-scale storage.
140GWh for smaller electrical electronic devices
Thus, lithium-ion batteries were 80% of all global batteries
This year, we predict LFP to reach 70% of lithium batteries"