Nathan
nathanenergy.bsky.social
Nathan
@nathanenergy.bsky.social
It's a me
Reposted by Nathan
Update on NERC’s Large Loads Task Force = tackling AI/data center integration by stressing the need for reliability, certainty + clear “rules of the road.” Details matter especially when MWs show up before plans do. Identified risks ↓ 🔌💡
www.nerc.com/comm/RSTC/LL...
April 23, 2025 at 10:28 AM
Reposted by Nathan
This week on @cleaninguppod.bsky.social, @worthingtonbry.bsky.social spoke with Kate Brandt, Google's Chief Sustainability Officer. Google has promised net zero in 2030, but their emissions are soaring. Bryony asks the right questions - does Brandt give convincing answers?
youtu.be/Es6xJvfYs_8?...
Google's Climate Tightrope: Innovation vs Emissions | Ep203: Kate Brandt
YouTube video by Cleaning Up Podcast
youtu.be
April 6, 2025 at 5:15 PM
Reposted by Nathan
Haven't seen any posts about it, but this CEQA categorical exclusion for geothermal exploration in California seems like a big deal!

legiscan.com/CA/text/AB52...

🔌💡
California AB527 | 2025-2026 | Regular Session
Bill Text (2025-03-03) California Environmental Quality Act: geothermal exploratory projects. [Referred to Com. on NAT. RES.]
legiscan.com
March 19, 2025 at 6:25 PM
Vibe-coding is to me the single largest change to the internet economy in a while and compresses the cost of writing code, along with barriers to entry.

It's a different (and spectacularly fast) workflow that still requires knowledge, but it's already changing my daily work.
March 4, 2025 at 7:33 PM
Reposted by Nathan
24/7 clean procurement catalyses learning for long-duration energy storage and clean dispatchable power - new op-ed in @latitudemedia.bsky.social! 🔌💡

www.latitudemedia.com/news/how-24-...
How 24/7 carbon-free energy can catalyze clean energy innovation
Accelerating the commercialization of advanced technologies creates a ripple effect that benefits the entire electricity system.
www.latitudemedia.com
February 28, 2025 at 8:00 PM
www.latitudemedia.com/news/how-24-...

If you aim for the finish line with hourly/regional constraints, the need for innovative energy technologies is quite clear.

This kind of procurement can support the tools required to get low carbon, energy abundant grids. Let's finish the drill.
How 24/7 carbon-free energy can catalyze clean energy innovation
Accelerating the commercialization of advanced technologies creates a ripple effect that benefits the entire electricity system.
www.latitudemedia.com
February 28, 2025 at 7:32 PM
You take the annual pill, the story ends. You wake up in your bed and believe the LCOE is the end of the story.

You take the hourly pill, you stay in Wonderland, and I show you how deep the rabbit hole goes (anti-correlated 20 yr weather profiles and varying storage capacity values).
February 28, 2025 at 4:03 AM
Reposted by Nathan
Also, AI training is not exactly "base load" due to all-reduce operation training. Minute basis oscillations in power are just arbitrage opportunities waiting to be realized!

(this is part of why xAI has a megapack on site, to smooth out these oscillations)
December 20, 2024 at 5:23 PM
1/ Treasury has released the final 45V clean hydrogen tax credit regulations. Here's what you need to know about the key provisions and requirements:
January 3, 2025 at 3:04 PM
Reposted by Nathan
We really need something like a FERC but with a mandate across *all* real-time energy flows...
December 31, 2024 at 2:14 PM
Reposted by Nathan
DAMMIT NPR.

I spent nine months upgrading over TEN THOUSAND desktops at a F500 client. The grand total was over SEVENTY THOUSAND applications upgraded.

Y2K "didn't live up to the hype" because the industry busted ass to duct tape everything first.
npr.org NPR @npr.org · Dec 28
People feared the computer glitch would mean "the end of the world as we know it." Thankfully, Y2K didn't live up to the hype after years and billions of dollars were spent on painstaking preparation.
Y2K seems like a joke now, but in 1999 people were really freaking out
People feared the computer glitch would mean "the end of the world as we know it." Thankfully, Y2K didn't live up to the hype after years and billions of dollars were spent on painstaking preparation.
www.npr.org
December 29, 2024 at 3:12 AM
Reposted by Nathan
This is what I call the "Default Plan". Build W+S and if cheap enough, some storage in a NG based firm capacity system until "cannibalization" means there isn't enough revenue to build more or system costs rise.
It looks to be a very sticky local minima.
December 27, 2024 at 1:30 PM
Reposted by Nathan
If we are satisfied with a 100-200g/kWh electrical system the 'default plan' gives us nice cheap power, and we can carry on.
But to get below 50g/kWh, a system with a lot of nuclear becomes much more palatable. And to get rid of NG for the power sector entirely, it's much nicer.
December 27, 2024 at 1:30 PM
I was at an Austrian Christmas market and I swear I heard AI slop and flagged it, I’ve played with it enough to be able to sniff it out.
“… to demolish YouTube comment sections, and will probably end up in a movie theater near you sooner than you think. But if you’re streaming Christmas music today, did something seem a little off to you? If so, there’s a very good chance you’ve been listening to AI-generated carol-slop.”😕
December 25, 2024 at 9:09 PM
Reposted by Nathan
The more likely form of grid defection for data centers increasingly appears to be behind-the-meter gas generation. A must-read by @ariellesamuel.bsky.social: 🔌💡 heated.world/p/ai-is-guzz...
December 21, 2024 at 4:11 PM
Reposted by Nathan
Fascinating experiment about to happen in Australia with a floor and ceiling revenue schema for clean energy.

wattclarity.com.au/articles/202...
Some thoughts (part 1) about the design paper for the implementation of the proposed Capacity Incentive Scheme
This is the first of a two part discussion on the Capacity Investment Scheme (CIS) Implementation Design Paper (The Paper) released on 1 March 2024. This part will cover its broad objectives and impli...
wattclarity.com.au
December 18, 2024 at 2:14 AM
Reposted by Nathan
The Loan Program Office has signed a deal with PG&E. Key

Recipients of EIR loans will have to make sure that ​“the financial benefits received from the DOE loan guarantee will be passed on to the customers of, or communities served by, that utility

#energysky

www.canarymedia.com/articles/uti...
PG&E lands $15B federal loan guarantee to expand clean energy
It’s the biggest conditional commitment ever from the Department of Energy’s Loan Programs Office, which is racing to disburse funds before Trump takes…
www.canarymedia.com
December 18, 2024 at 8:00 AM
Reposted by Nathan
Only a few years ago there were almost no electric vehicles being sold.

This year China is approaching 50% share of electric vehicles in total sales.

But Europe is not doing too badly either with 25% outperforming the US.

Source RMI
December 16, 2024 at 11:19 AM
Reposted by Nathan
Hey friends, did you miss me in the last few years? How do I get plugged into the old #energytwitter? Am I allowed to just reproduce some of my old popular threads from twitter?
a man with long hair and a beard is wearing a green leafy outfit .
ALT: a man with long hair and a beard is wearing a green leafy outfit .
media.tenor.com
December 15, 2024 at 3:26 AM
How many ppl really know how electricity markets work. I still feel like it’s facing the abyss every time I try to wrap my brain around the short run dispatch/ long run capacity game and all the different markets and abstractions.
December 13, 2024 at 3:18 PM
Cool, we’ve been adding on average 260,000 nuclear bombs worth of energy per day in the biosphere for the past 60 years.

No chance it could do any damage tho, just a little heat right?
I don't often give hot takes, but this obsession with turning the 1.5C climate target into an annual benchmark & forgetting that global temperature is responding to only 1% of the heat that's being trapped inside the climate system every year is enough to trigger anyone's internal @andrewdessler.com
Heat stored in the Earth system: where does the energy go?
Abstract. Human-induced atmospheric composition changes cause a radiative imbalance at the top of the atmosphere which is driving global warming. This Earth energy imbalance (EEI) is the most critical...
essd.copernicus.org
December 13, 2024 at 2:59 AM
Interesting! Holding onto some tail risk in my mental model here that a cascade ends up screwing us
Ah you don't want to go there. We are literally the scientists who have explained for years that 8.5 refers to W/m2 not tCO2 and that that level of radiative forcing was still very possible due to feedbacks in the climate system. For background, please read the traceable accounts in my chapter:
Climate Science Special Report: Climate Models, Scenarios, and Projections
This report is an authoritative assessment of the science of climate change, with a focus on the United States. It represents the first of two volumes of the Fourth National Climate Assessment, mandat...
science2017.globalchange.gov
December 13, 2024 at 2:52 AM
CT or mid-merit CCGT- which way modern grid?

#energysky
December 11, 2024 at 3:57 PM
Reposted by Nathan
PJM's Board letter is a must-read for those interested in clean energy policy. The specific roadmap is important, but more relevant is the PJM's assertion that there is simply not enough clean energy to maintain reliability without new (likely gas) generation. 🔌💡
www.pjm.com/-/media/DotC...
December 11, 2024 at 2:40 PM
Reposted by Nathan
The annual BloombergNEF battery survey is out.
Quick hits: pack prices now $115 per kWh (and below $100 for cars in China)
Almost 2/3 of China's EV models are priced lower than their internal combustion equivalents
Great work @colinmckerracher.bsky.social www.bloomberg.com/news/newslet...
China’s Electric-Car Push Drives Global Battery Price Declines
Thanks for reading Hyperdrive, Bloomberg’s newsletter on the future of the auto world.
www.bloomberg.com
December 11, 2024 at 2:42 AM