Mike Andrade
mikeandrade.bsky.social
Mike Andrade
@mikeandrade.bsky.social
family, friends, meaningful work. Care about the world that we are leaving for our children
I have long gotten off Twitter and I have found Blue sky to be much nicer. That said I still think the environment is still so toxic out there that it leaks into every site. LinkedIn is unusable now for example. I will be off all sites for a while. Detox time. Solar and batteries will keep winning
March 16, 2025 at 3:17 PM
The silence from Americans and in particular the people we expect to have checks and balances is the most damning part of this
Bingo: "This is not just a Trump problem. I don’t care if Abraham Lincoln himself walked into the White House in 2029, no foreign leader can responsibly trust a nation that is perpetually four years away from electing another authoritarian nihilist.”
www.nytimes.com/2025/03/13/o...
Opinion | It Isn’t Just Trump. America’s Whole Reputation Is Shot.
What happens when a superpower goes rogue.
www.nytimes.com
March 15, 2025 at 6:25 PM
Finally someone else is saying this. You are either serious about AI or you are serious about nuclear ...and now natural gas given that turbines are backlogged until 2029.
March 15, 2025 at 12:03 AM
This is going to accelerate the adoption of solar and batteries to reduce dependence and expense associated with utilities
"The very same rate structures that have socialized the costs of reliable power delivery are now forcing the public to pay for infrastructure designed to supply a handful of exceedingly wealthy corporations" vist.ly/3mxagez #DataCenters h/t <a href="https://bsky.app/profile/did:plc:nweeqmrvdmordc23oe2th3ub" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky-mention">@zeitlin.bsky.social
How Utility Customers Wind Up Paying to Serve Data Centers
A new paper from two Harvard researchers shows how these mega-users are disrupting the traditional regulatory structure.
heatmap.news
March 14, 2025 at 3:01 PM
The average American doesn't, and doesn't need to think about Canada very often. Unfortunately the deafening silence from the average American on this issue is the most troubling part of it.

www.vox.com/politics/403...
Canada is so furious at the US right now
Vox’s correspondent in Canada reports on the reaction to Trump’s tariffs.
www.vox.com
March 14, 2025 at 2:46 PM
This
March 13, 2025 at 9:35 PM
As a left hander I object to being considered mailable...I mean the postage fees are too high for one
sorry to brianna wu post but reading this might be the hardest i’ve laughed in a few days
March 13, 2025 at 7:58 PM
This is just rooftop. Now also use some solar on facades and windows and you are at 100% I bet
2/3rds
Rooftop solar could supply two-thirds of global power, study finds

www.pv-magazine.com/2025/03/13/r...
March 13, 2025 at 5:37 PM
What?!
This is such a bullshit attempt to change the narrative. What he wants is exactly how Canada approached this when Trump was elected; Trudeau went to Mar-a-Lago, we participated in border patrol theatre for a non-existent fentanyl threat, we wanted to negotiate

And y’all pissed on it.
'Just say thank you': Lutnick says Canada is acting like Ukraine

nationalpost.com/news/canada/...
March 13, 2025 at 2:52 AM
This is generation, not capacity which probably won't stop the ya but crew talking about the sun not always shining...but should
Jesse Peltan: "Solar is the fastest growing source of generation in absolute terms."
Solar - even more-so than gas(!) - helped meet the rise in US electricity demand in 2024.

Gas generation still rose by 3.3%. But without increase in solar and wind growth, gas would have needed to rise by 9% to meet rising demand and coal’s small decline.
March 12, 2025 at 9:23 PM
Profiles in courage. Look if no one's going to speak out and it's going to take the market to speak , then Canada is going to have to continue to take a hard line here.
“They’re also especially horrified about Canada.”
March 12, 2025 at 8:26 PM
The Canada is broken slogan from our CPC is an example of exactly this

The U.S. has covertly destabilized nations. With Canada, it's being done in public

www.cbc.ca/news/politic...
ANALYSIS | The U.S. has covertly destabilized nations. With Canada, it's being done in public | CBC News
Former senior Canadian intelligence officials say Canada needs to be on the lookout for campaigns aimed at destabilizing the country amid U.S. President Donald Trump's escalating 51st state threats. T...
www.cbc.ca
March 12, 2025 at 5:47 PM
I agree with this and I am a 10-year Tesla owner. The only wild card for me is the battery storage business. That will be robust and growing
March 12, 2025 at 5:03 PM
What makes it Dumber still is that the real goal is to move back Major amounts of manufacturing of important goods to North America. The USA already cannot find enough workers for the plants it has currently, much less if we bring back a significant amount from China. We need Canada and Mexico.
March 12, 2025 at 5:02 PM
My 94-year-old mother is going to vote liberal for only the second time ever. First was for Pierre Elliott Trudeau in his first win (she really didn't like him after that). Second will be for Carney @maxfawcett.bsky.social
March 11, 2025 at 9:45 PM
This is going to help Tesla and Boeing a lot
Trump punches self harder to “show them”!

Will be fun watching the US try to boost their domestic aluminum production, whose major input cost is electricity, as Canada raises their electricity prices.

Well done. Genius stuff. Circle of pain.
Trump announces more tariffs on Canada and says, "The only thing that makes sense is for Canada to become our cherished Fifty First State."
March 11, 2025 at 3:23 PM
Virtuous cycle
And on the same day there's a new solar record, there's now a new battery record, too!

Batteries deployed 4,955 megawatts at sunset, good for 10.3% of demand, also a record. Meawhile, 26,000 megawatts of thermal plants are offline this evening.

Thanks to @gridstatus.io for tracking the records!
March 11, 2025 at 1:49 PM
Of course
they're doing WMDs in Iraq but for Canada
Kevin Hassett suggests Canadian authorities are covering up major fentanyl operations: "I can tell you that in the situation room I've seen photographs of fentanyl labs in Canada that the law enforcement folks were leaving alone. Canada's got a big drug problem."
March 10, 2025 at 11:21 PM
Just pointing out for our American friends that remember When Donald Trump said the Trudeau was trying to hold on to power. Well we have a new prime minister.
March 10, 2025 at 2:04 PM
My experience is that when electronics enter a product, that product starts acting more like electronics than the product
A major challenge for 'traditional' car manufacturers is how these newcomers are disrupting their model: instead of launching a new model every 7-8 years with a minor mid-term refresh, they are constantly releasing updates & upgrades while continuing to drive prices down.
BYD vs. Tesla: More Models at Lower Prices
⚡️⚡️⚡️
#alwaysbecharging www.bloomberg.com/news/article...
March 10, 2025 at 1:58 PM
Solar renaissance!!!. Just putting it out there that the Global total nuclear installed is ~400GW. avg nuclear global cf is 82%, and say solar is 20%CF, so in late 2027 we will be installing the equivalent solar of ALL the nuclear EACH YEAR
His team’s analysis outlines the expected yearly volumes based on 1.69 TW deployed in total at the end of 2023:

◦2024 – 0.6 TW (hit it on the dot)
◦2025 – 0.83 TW
◦2026 – 1.12 TW
◦2027 – 1.53 TW
◦2028 – 2.08 TW
◦2029 – 2.82 TW
◦2030 – 3.84 TW

What? 3.84 TW in a single year?
March 10, 2025 at 1:56 PM
I think he has the best resume for this for any world leader I am aware of
It also occurs to me that for all the people going "run government like a business", Canada will (in a couple of days) have a PM who has more business and banking experience than perhaps any other world leader.
It is somehow extremely Canadian that our longest-ruling party's response to a crisis is "let's find a mild-mannered central banker to talk calmly about solutions."
March 10, 2025 at 2:41 AM
I'm sure that nuclear and other generation technologies can do this....oh they can't?. But they have a cost roadmap to get there, right?!....oh they don't? Do they at least have some cool memes and a bunch of dudes talking about a renaissance? Ok, great then we are good.
Solar module bill of materials and their costs in China - base price for all goods is just over 13¢/Wdc.
March 9, 2025 at 3:07 PM
Winter, in the northern hemisphere. More north than much of Canada.
Technically, it’s still winter.

‘ntraday power in Germany traded as low as €-17.73 per megawatt-hour for the period from 1 to 2 p.m., according to data from Epex Spot SE. Prices in the Netherlands and Belgium also dropped below zero…Peak solar output in Germany reached 39.9 gigawatts on Monday’
European Solar Generation Boost Sends Power Prices Below Zero
The strongest output in power generation from solar parks in Germany since September pushed prices in several countries into negative territory.
www.bloomberg.com
March 9, 2025 at 12:33 PM