Connor
@waldoch.bsky.social
founder / markets / strategy @ gridstatus.io
Energy and other stuff. Some coding, some reading. Graphs and maps, birds and sports
Energy and other stuff. Some coding, some reading. Graphs and maps, birds and sports
Pinned
Connor
@waldoch.bsky.social
· Apr 20
the weather is nice, so we are back in the bird zone 🧵
all taken in a kayak with a canon r6 mk2 and the RF 800mm f11
I use a waterproof flyfishing bag from fishpond for the camera, but it's still a fraught endeavor
first up, some osprey action
#birds
all taken in a kayak with a canon r6 mk2 and the RF 800mm f11
I use a waterproof flyfishing bag from fishpond for the camera, but it's still a fraught endeavor
first up, some osprey action
#birds
Reposted by Connor
Do you wish you could spend New Years reading 6 newly filed briefs about federal/state responsibilities over resource adequacy?
Do you also want to learn why DOE's orders keeping coal plants open are very illegal?
OK, this is for you -
statepowerproject.org/challenges-t...
Do you also want to learn why DOE's orders keeping coal plants open are very illegal?
OK, this is for you -
statepowerproject.org/challenges-t...
Challenges to DOE 202(c) Orders
Section 202(c) of the Federal Power Act empowers the Secretary of Energy to order “temporary connections” of generation and transmission in response to a war or an emergency that causes…
statepowerproject.org
December 30, 2025 at 8:50 PM
Do you wish you could spend New Years reading 6 newly filed briefs about federal/state responsibilities over resource adequacy?
Do you also want to learn why DOE's orders keeping coal plants open are very illegal?
OK, this is for you -
statepowerproject.org/challenges-t...
Do you also want to learn why DOE's orders keeping coal plants open are very illegal?
OK, this is for you -
statepowerproject.org/challenges-t...
has anyone done the math on that generator that got shipped from PJM to ERCOT? pretty funny to skip these capacity revenues in order to jump into a market (for now) getting squeezed by solar and batteries
(I think this happened, unless it was a dream)
(I think this happened, unless it was a dream)
December 29, 2025 at 10:33 PM
has anyone done the math on that generator that got shipped from PJM to ERCOT? pretty funny to skip these capacity revenues in order to jump into a market (for now) getting squeezed by solar and batteries
(I think this happened, unless it was a dream)
(I think this happened, unless it was a dream)
imagine filing a project in PJM, then having to wait years before they even look at it while they triage a broken process, only to find out at the end of your wait that you're now competing with the wealthiest companies in the world for a high-voltage transformer
must really suck
must really suck
December 29, 2025 at 9:52 PM
imagine filing a project in PJM, then having to wait years before they even look at it while they triage a broken process, only to find out at the end of your wait that you're now competing with the wealthiest companies in the world for a high-voltage transformer
must really suck
must really suck
Marty Supreme absolutely whips
December 26, 2025 at 9:56 PM
Marty Supreme absolutely whips
the inability of public intellectuals in energy to quit the platform owned and shaped by someone who took public pride in condemning the most vulnerable people on earth to death (this year!!!) does not leave me inspired for the future
December 25, 2025 at 8:45 PM
the inability of public intellectuals in energy to quit the platform owned and shaped by someone who took public pride in condemning the most vulnerable people on earth to death (this year!!!) does not leave me inspired for the future
can’t say that’s a Bears ending I would have expected 😆
December 21, 2025 at 4:32 AM
can’t say that’s a Bears ending I would have expected 😆
it was fun to swing between python and GIS to build a little map workflow off of census data that we can use for anything now
tools from different eras of my life, but they've never stopped being useful (just wish I remembered more remote sensing, I think that knowledge has departed my brain)
tools from different eras of my life, but they've never stopped being useful (just wish I remembered more remote sensing, I think that knowledge has departed my brain)
With winter in full swing, households across the country have dialed their thermostats up, but the fuels and technologies keeping homes warm vary widely by region.
This is mostly driven by climate, historical prices, and year of industrialization/electrification 🔌💡
This is mostly driven by climate, historical prices, and year of industrialization/electrification 🔌💡
December 19, 2025 at 2:47 PM
it was fun to swing between python and GIS to build a little map workflow off of census data that we can use for anything now
tools from different eras of my life, but they've never stopped being useful (just wish I remembered more remote sensing, I think that knowledge has departed my brain)
tools from different eras of my life, but they've never stopped being useful (just wish I remembered more remote sensing, I think that knowledge has departed my brain)
www.cnn.com/2025/12/18/b...
"Trump Media and Technology Group Thursday announced a surprise merger with TAE Technologies, in an all-stock deal valued at more than $6 billion that would create one of the first publicly traded fusion companies."
"Trump Media and Technology Group Thursday announced a surprise merger with TAE Technologies, in an all-stock deal valued at more than $6 billion that would create one of the first publicly traded fusion companies."
a close up of a man 's face with his mouth open and a surprised look on his face .
ALT: a close up of a man 's face with his mouth open and a surprised look on his face .
media.tenor.com
December 18, 2025 at 5:00 PM
www.cnn.com/2025/12/18/b...
"Trump Media and Technology Group Thursday announced a surprise merger with TAE Technologies, in an all-stock deal valued at more than $6 billion that would create one of the first publicly traded fusion companies."
"Trump Media and Technology Group Thursday announced a surprise merger with TAE Technologies, in an all-stock deal valued at more than $6 billion that would create one of the first publicly traded fusion companies."
potentially a concerning partial downside decoupling of gas and electricity inflation
i.e., when the price of gas goes up, so does electricity, when the price of gas goes down, well, electricity isn't really 🔌💡
www.gridstatus.io/insights/311...
i.e., when the price of gas goes up, so does electricity, when the price of gas goes down, well, electricity isn't really 🔌💡
www.gridstatus.io/insights/311...
Overall inflation slightly declined, but the price of energy has increased, with
Overall inflation slightly declined, but the price of energy has increased, with electricity continuing to become more expensive in America. The BLS finally issued a new CPI release following a period...
www.gridstatus.io
December 18, 2025 at 3:51 PM
potentially a concerning partial downside decoupling of gas and electricity inflation
i.e., when the price of gas goes up, so does electricity, when the price of gas goes down, well, electricity isn't really 🔌💡
www.gridstatus.io/insights/311...
i.e., when the price of gas goes up, so does electricity, when the price of gas goes down, well, electricity isn't really 🔌💡
www.gridstatus.io/insights/311...
Reposted by Connor
Stop me if you’re heard this one before: the PJM capacity auction cleared at the cap 🔌💡
www.gridstatus.io/insights/310...
www.gridstatus.io/insights/310...
Unsurprisingly, the PJM 2027/28 BRA cleared at the price cap, procuring 134,479
Unsurprisingly, the PJM 2027/28 BRA cleared at the price cap, procuring 134,479 MW of capacity at the $333.44/MW-day. Today’s BRA clear is another costly symptom of the structural challenges facing th...
www.gridstatus.io
December 17, 2025 at 11:57 PM
Stop me if you’re heard this one before: the PJM capacity auction cleared at the cap 🔌💡
www.gridstatus.io/insights/310...
www.gridstatus.io/insights/310...
Reposted by Connor
“During the past decade, Twitter, now known as X, had an outsized and frankly grotesque hold on the journalism business,” Jay Caspian Kang writes. “This past year, the fever broke.” Read about five major trends in media this year. newyorkermag.visitlink.me/WDXUiw
Five Things That Changed the Media in 2025
A.I., of course—but there were also other, less obvious stories and trends that are going to shape how we understand the news.
newyorkermag.visitlink.me
December 17, 2025 at 3:00 AM
“During the past decade, Twitter, now known as X, had an outsized and frankly grotesque hold on the journalism business,” Jay Caspian Kang writes. “This past year, the fever broke.” Read about five major trends in media this year. newyorkermag.visitlink.me/WDXUiw
Planned obsolescence, but for nuclear reactors 🔌💡
“Last Energy’s … reactor isn’t designed to be serviced … permanently encasing each core in 1,000 tons of steel…
The reactors will arrive on site fueled with six years’ worth of uranium.”
techcrunch.com/2025/12/16/n....
“Last Energy’s … reactor isn’t designed to be serviced … permanently encasing each core in 1,000 tons of steel…
The reactors will arrive on site fueled with six years’ worth of uranium.”
techcrunch.com/2025/12/16/n....
Nuclear startup Last Energy raises $100M for its steel-encased micro reactor | TechCrunch
Last Energy will use the funds to build its 5 megawatt pilot reactor in Texas, which it hopes to turn on next year.
techcrunch.com
December 16, 2025 at 1:45 PM
Planned obsolescence, but for nuclear reactors 🔌💡
“Last Energy’s … reactor isn’t designed to be serviced … permanently encasing each core in 1,000 tons of steel…
The reactors will arrive on site fueled with six years’ worth of uranium.”
techcrunch.com/2025/12/16/n....
“Last Energy’s … reactor isn’t designed to be serviced … permanently encasing each core in 1,000 tons of steel…
The reactors will arrive on site fueled with six years’ worth of uranium.”
techcrunch.com/2025/12/16/n....
Rockets-Nuggets is definitely appointment viewing this season
December 16, 2025 at 5:12 AM
Rockets-Nuggets is definitely appointment viewing this season
Had 75+ friends, neighbors, countrymen come through today for cookies and glögg
December 14, 2025 at 5:05 AM
Had 75+ friends, neighbors, countrymen come through today for cookies and glögg
We made ~1500 cookies over the past few weeks, now to let the kitchenaid rest and recover
December 13, 2025 at 4:09 AM
We made ~1500 cookies over the past few weeks, now to let the kitchenaid rest and recover
can't always trust the google maps label 🤣
December 10, 2025 at 4:19 AM
can't always trust the google maps label 🤣
Reposted by Connor
An unseasonably cold snap in December pushed HQ’s system near its limit, forcing it to issue two Level 2 alerts. Bad timing: peak demand hit right as turbines were down for maintenance. Often-overlooked factor that kept the lights on: power imports. Might become recurrent.
www.cbc.ca/news/canada/...
www.cbc.ca/news/canada/...
How an early cold snap pushed Hydro-Québec's power grid to its limit | CBC News
A recent cold snap pushed Hydro-Québec's network near its limit, forcing the utility to issue two rare alerts as it scrambled to meet the surge in demand for power.
www.cbc.ca
December 9, 2025 at 8:52 PM
An unseasonably cold snap in December pushed HQ’s system near its limit, forcing it to issue two Level 2 alerts. Bad timing: peak demand hit right as turbines were down for maintenance. Often-overlooked factor that kept the lights on: power imports. Might become recurrent.
www.cbc.ca/news/canada/...
www.cbc.ca/news/canada/...
Is the video serious? // Yes the video is serious
December 9, 2025 at 4:34 AM
Is the video serious? // Yes the video is serious
who is Insull now?
“He would soon have to suffer through the painful unfolding of the Great Depression, which would rewrite the final chapters of his legend. His reputation as an American hero was smashed along with the nation's dream of endless prosperity”
Not the best to have multiple options
“He would soon have to suffer through the painful unfolding of the Great Depression, which would rewrite the final chapters of his legend. His reputation as an American hero was smashed along with the nation's dream of endless prosperity”
Not the best to have multiple options
December 8, 2025 at 3:00 AM
who is Insull now?
“He would soon have to suffer through the painful unfolding of the Great Depression, which would rewrite the final chapters of his legend. His reputation as an American hero was smashed along with the nation's dream of endless prosperity”
Not the best to have multiple options
“He would soon have to suffer through the painful unfolding of the Great Depression, which would rewrite the final chapters of his legend. His reputation as an American hero was smashed along with the nation's dream of endless prosperity”
Not the best to have multiple options
In case the theme is unclear
December 6, 2025 at 7:30 PM
In case the theme is unclear
the Renwick remains undefeated
December 6, 2025 at 7:25 PM
the Renwick remains undefeated
Occasionally something from X bubbles up and it’s like “yeah, sure is rotten over there”
but seeing a months long sort of buildup of elite consensus against birthright citizenship is such a disgusting betrayal of a core piece of what *can* be good about America that it sort of makes me feel sick
but seeing a months long sort of buildup of elite consensus against birthright citizenship is such a disgusting betrayal of a core piece of what *can* be good about America that it sort of makes me feel sick
December 6, 2025 at 5:35 AM
Occasionally something from X bubbles up and it’s like “yeah, sure is rotten over there”
but seeing a months long sort of buildup of elite consensus against birthright citizenship is such a disgusting betrayal of a core piece of what *can* be good about America that it sort of makes me feel sick
but seeing a months long sort of buildup of elite consensus against birthright citizenship is such a disgusting betrayal of a core piece of what *can* be good about America that it sort of makes me feel sick
rtc+b cutover starts in 10 minutes, let's see what breaks!
(hopefully nothing)
(hopefully nothing)
December 5, 2025 at 5:47 AM
rtc+b cutover starts in 10 minutes, let's see what breaks!
(hopefully nothing)
(hopefully nothing)