magellannh.bsky.social
magellannh.bsky.social
@magellannh.bsky.social
Latest Ember report is out with some shocking stuff:

"Chinese corporations invested ten times more in R&D in the electricity sector than their US counterparts"

"China’s share of patent applications in clean energy technologies has risen... to around 75%"

ember-energy.org/latest-insig...
China Energy Transition Review 2025 | Ember
China’s surge in renewables and whole-economy electrification is rapidly reshaping energy choices for the rest of the world, creating the conditions for a decline in global fossil fuel use.
ember-energy.org
September 10, 2025 at 1:36 PM
The key with electricity market restructuring is that it forces investors to hold onto the risk of bad load growth forecasts rather than ratepayers.

Load growth projections are as uncertain as ever and that makes saddling ratepayers with the risk and cost of guessing wrong a terrible idea.
August 21, 2025 at 11:08 AM
Reposted by magellannh.bsky.social
What makes Google's data center flex announcement today so notable, IMO: 🔌💡
1) 1st known utility contracts on AI DC flexibility
2) 1st incorporation into utility planning
3) 1st use of ML workloads for flexibility
4) Definitive, long-term contracts
5) Flex applies during certain hrs/times of year
August 4, 2025 at 5:03 PM
Looks like there's a good chance New England ends up importing lots of offshore wind from Canada rather than building it ourselves.
“By becoming an energy exporter, we can secure long-term prosperity for Nova Scotians.”

The time to think about transmission development, resource adequacy, reliability, resilience and energy security across the entire Northeast Power Coordinating Council (NPCC) footprint is now.
Canada’s first four offshore wind energy areas have been designated on Nova Scotia’s offshore - Canada.ca
The Government of Canada and the Province of Nova Scotia jointly designated the areas of French Bank, Middle Bank and Sable Island Bank off mainland Nova Scotia and Sydney Bight off Cape Breton for ev...
www.canada.ca
August 2, 2025 at 12:23 PM