Matt Zeitlin
@zeitlin.bsky.social
warren buffett on utilities from his berkshire hathaway 2023 annual letter
December 23, 2025 at 8:08 PM
warren buffett on utilities from his berkshire hathaway 2023 annual letter
Reposted by Matt Zeitlin
NEW on SHIFT KEY:
2025 isn't quite over yet, but we've already moved on to 2026!
On this week's episode, Heatmap's @robinsonmeyer.bsky.social, @emilypont.bsky.social, @zeitlin.bsky.social, and @goodjillian.bsky.social share their predictions for next year:
podcasts.apple.com/us/podcast/t...
2025 isn't quite over yet, but we've already moved on to 2026!
On this week's episode, Heatmap's @robinsonmeyer.bsky.social, @emilypont.bsky.social, @zeitlin.bsky.social, and @goodjillian.bsky.social share their predictions for next year:
podcasts.apple.com/us/podcast/t...
The Biggest Energy and Climate Stories of 2026
Podcast Episode · Shift Key with Robinson Meyer and Jesse Jenkins · 12/23/2025 · 45m
podcasts.apple.com
December 23, 2025 at 5:12 PM
NEW on SHIFT KEY:
2025 isn't quite over yet, but we've already moved on to 2026!
On this week's episode, Heatmap's @robinsonmeyer.bsky.social, @emilypont.bsky.social, @zeitlin.bsky.social, and @goodjillian.bsky.social share their predictions for next year:
podcasts.apple.com/us/podcast/t...
2025 isn't quite over yet, but we've already moved on to 2026!
On this week's episode, Heatmap's @robinsonmeyer.bsky.social, @emilypont.bsky.social, @zeitlin.bsky.social, and @goodjillian.bsky.social share their predictions for next year:
podcasts.apple.com/us/podcast/t...
Google is spending tens of billions of dollars a year on its data center buildout and its hiring some human capital too: some of America’s most prominent energy wonks heatmap.news/energy/googl...
Google Is Cornering the Market on Energy Wonks
The hyperscaler is going big on human intelligence to help power its artificial intelligence.
heatmap.news
December 23, 2025 at 2:08 PM
Google is spending tens of billions of dollars a year on its data center buildout and its hiring some human capital too: some of America’s most prominent energy wonks heatmap.news/energy/googl...
Reposted by Matt Zeitlin
darkly appropriate that this essentially all goes back to a lack of appropriate compliance practices at Bear Stearns www.nytimes.com/2025/12/16/m...
Scams, Schemes, Ruthless Cons: The Untold Story of How Jeffrey Epstein Got Rich
www.nytimes.com
December 16, 2025 at 4:22 PM
darkly appropriate that this essentially all goes back to a lack of appropriate compliance practices at Bear Stearns www.nytimes.com/2025/12/16/m...
Reposted by Matt Zeitlin
Federal energy regulators order the country's largest grid to make its rules make sense.
Read more from @zeitlin.bsky.social:
heatmap.news/energy/ferc-...
Read more from @zeitlin.bsky.social:
heatmap.news/energy/ferc-...
Let’s Make It Easier To Plug Data Centers Into Power Plants, FERC Says
Federal energy regulators directed the country’s largest grid to make its rules make sense.
heatmap.news
December 18, 2025 at 8:26 PM
Federal energy regulators order the country's largest grid to make its rules make sense.
Read more from @zeitlin.bsky.social:
heatmap.news/energy/ferc-...
Read more from @zeitlin.bsky.social:
heatmap.news/energy/ferc-...
we'll see what happens, but my reading of history is that when affordability (ie inflation) is a problem, it's harsh, austere, right-wing "sado-monetarist" or "neoliberal" responses that get rewarded. thatcher and reagan won huge majorities after economic crashes because they crushed inflation
But it seems so relevant now that “affordability” is so main issue and the entire foundational of neoliberal political economy is central bank independence and monetary policy as the only real tool for managing the price level.
December 15, 2025 at 9:45 PM
we'll see what happens, but my reading of history is that when affordability (ie inflation) is a problem, it's harsh, austere, right-wing "sado-monetarist" or "neoliberal" responses that get rewarded. thatcher and reagan won huge majorities after economic crashes because they crushed inflation
seems bad
“Drunk and drugged driving is now so common in car-centric California that drivers routinely rack up four, five, six DUIs. One woman in Fresno just got her 16th.”
California has some of the weakest DUI laws in the nation. Here, DUI-related deaths have been rising more than twice as fast as the rest of the country.
But this fall, a state bill to strengthen DUI penalties was gutted at the last minute. calmatters.org/investigatio...
8/9
But this fall, a state bill to strengthen DUI penalties was gutted at the last minute. calmatters.org/investigatio...
8/9
December 12, 2025 at 6:26 PM
seems bad
Reposted by Matt Zeitlin
Zillow made headlines pulling climate risk data off their platform. Data on Redfin users, though, shows that potential homebuyers only click a listing's flood, wildfire risk for a short time after catastrophic disasters:
More from Ruby Mellen and I here: 🎁 wapo.st/4pX8MhE
More from Ruby Mellen and I here: 🎁 wapo.st/4pX8MhE
Hurricanes and wildfires influence homebuyers, if only for a minute
Interest in climate risk surges after disasters, according to the real estate platform Redfin, but soon diminishes.
wapo.st
December 9, 2025 at 3:02 PM
Zillow made headlines pulling climate risk data off their platform. Data on Redfin users, though, shows that potential homebuyers only click a listing's flood, wildfire risk for a short time after catastrophic disasters:
More from Ruby Mellen and I here: 🎁 wapo.st/4pX8MhE
More from Ruby Mellen and I here: 🎁 wapo.st/4pX8MhE
one reason why dems do well in minnesota despite it not being *that* democratic at the national level is that candidate selection works out for them
MINNEAPOLIS (AP) - Trump supporter and ‘MyPillow Guy' Mike Lindell says he's running for Minnesota governor in 2026.
@apnews.com #MNgov
@apnews.com #MNgov
December 11, 2025 at 4:23 PM
one reason why dems do well in minnesota despite it not being *that* democratic at the national level is that candidate selection works out for them
Reposted by Matt Zeitlin
Interesting that EIA is seeing slower growth of large load aggregate demand , but that is a poor indicator of grid strain. Need to understand peak demand relative to available supply, some of which is intermittent.
www.utilitydive.com/news/energy-...
www.utilitydive.com/news/energy-...
EIA cuts 2026 power generation forecast by more than a percentage point
The Energy Information Administration revised down its projection based on how much large load electricity demand has come online so far this year, particularly in Texas, “and its implications for nea...
www.utilitydive.com
December 11, 2025 at 4:09 PM
Interesting that EIA is seeing slower growth of large load aggregate demand , but that is a poor indicator of grid strain. Need to understand peak demand relative to available supply, some of which is intermittent.
www.utilitydive.com/news/energy-...
www.utilitydive.com/news/energy-...
Reposted by Matt Zeitlin
I wonder if North America's low-voltage power supply is the original sin driving a ton of inefficiencies in our electrical codes compared to the rest of the world's, in the same way that light wood frame construction is. Inspired by reading the AFCI Wikipedia page en.wikipedia.org/wiki/Arc-fau...
December 11, 2025 at 4:10 PM
I wonder if North America's low-voltage power supply is the original sin driving a ton of inefficiencies in our electrical codes compared to the rest of the world's, in the same way that light wood frame construction is. Inspired by reading the AFCI Wikipedia page en.wikipedia.org/wiki/Arc-fau...
this is all that matters
ICYMI from last night: WB Discovery confirmed that TCM will be part of the studios & streaming division that Netflix is trying to buy.
Here's looking at you, Ted? www.vulture.com/article/tcm-...
Here's looking at you, Ted? www.vulture.com/article/tcm-...
Netflix and TCM: The Beginning of a Beautiful Friendship?
Turns out, Turner Classic Movies is included in Netflix’s deal with Warner Bros.
www.vulture.com
December 9, 2025 at 8:34 PM
this is all that matters
Reposted by Matt Zeitlin
This might be the wildest "pivot to data center" story I've seen. A supersonic aircraft startup that hasn't delivered a single plane raised $300 million to make natural gas turbines to power data centers techcrunch.com/2025/12/09/b...
Boom Supersonic raises $300M to build natural gas turbines for Crusoe data centers | TechCrunch
Crusoe will pay Boom $1.25 billion for more than a gigawatt of generating capacity with deliveries of the turbines starting in 2027.
techcrunch.com
December 9, 2025 at 8:02 PM
This might be the wildest "pivot to data center" story I've seen. A supersonic aircraft startup that hasn't delivered a single plane raised $300 million to make natural gas turbines to power data centers techcrunch.com/2025/12/09/b...
Reposted by Matt Zeitlin
can't stop watching this clip of a tesla Optimus teleoperator taking his headset off before properly logging out the robot
December 8, 2025 at 9:29 AM
can't stop watching this clip of a tesla Optimus teleoperator taking his headset off before properly logging out the robot
it turns out there's more than regulatory issues preventing the kei car from taking over america heatmap.news/politics/tru...
Trump’s Tiny Car Dream Has Big Problems
Adorable as they are, Japanese kei cars don’t really fit into American driving culture.
heatmap.news
December 8, 2025 at 6:04 PM
it turns out there's more than regulatory issues preventing the kei car from taking over america heatmap.news/politics/tru...
December 8, 2025 at 3:31 PM
New play space has something fun for adults: a coned substation
December 6, 2025 at 3:59 PM
New play space has something fun for adults: a coned substation
Ruben Gallego has an energy plan, some highlights
-- bring back IRA tax credits
-- invest in advanced nuclear/SMRs + geothermal
-- permitting reform for everything
-- transmission
www.gallego.senate.gov/wp-content/u...
-- bring back IRA tax credits
-- invest in advanced nuclear/SMRs + geothermal
-- permitting reform for everything
-- transmission
www.gallego.senate.gov/wp-content/u...
www.gallego.senate.gov
December 3, 2025 at 5:48 PM
Ruben Gallego has an energy plan, some highlights
-- bring back IRA tax credits
-- invest in advanced nuclear/SMRs + geothermal
-- permitting reform for everything
-- transmission
www.gallego.senate.gov/wp-content/u...
-- bring back IRA tax credits
-- invest in advanced nuclear/SMRs + geothermal
-- permitting reform for everything
-- transmission
www.gallego.senate.gov/wp-content/u...
Reposted by Matt Zeitlin
TODAY IN THE BROOKLYN DEMOCRATIC PARTY
Buckle up, here's a wild tale involving the former head of the Brooklyn Dems Frank Seddio, $2 million in missing cash, an alleged scammer, and the Brooklyn court system (that Seddio has played a huge role in shaping).
hellgatenyc.com/frank-seddio...
hellgatenyc.com/frank-seddio...
The Wild and Wooly Tale of Frank Seddio and $2 Million in Missing Cash
According to a suite of lawsuits, the former head of the Brooklyn Dems is using the borough's courts to run legal interference for an alleged scammer.
hellgatenyc.com
December 2, 2025 at 7:52 PM
TODAY IN THE BROOKLYN DEMOCRATIC PARTY
you don't need to do a lot of fancy footwork around baselines and discount rates to show that climate change is imposing costs right now heatmap.news/economy/clim...
Climate Change Is Already Costing U.S. Households Up to $900 Per Year
A new working paper from a trio of eminent economists tallies the effects of warming — particularly extreme weather — on Americans’ budgets.
heatmap.news
December 2, 2025 at 2:28 PM
you don't need to do a lot of fancy footwork around baselines and discount rates to show that climate change is imposing costs right now heatmap.news/economy/clim...
someone is very concerned about the cantilever situation
I never do this, but I really want to be involved. @elliottkalan.bsky.social should write on it. I'll laugh and unroll maps.
deadline.com/2025/12/matt...
deadline.com/2025/12/matt...
Matthew Rhys Is In Talks With Netflix Over Adaptation Of Robert Caro’s ‘The Power Broker’
Matthew Rhys is in talks with the streamer over the adaptation of the Pulitzer Prize-winning book.
deadline.com
December 1, 2025 at 10:36 PM
someone is very concerned about the cantilever situation
Reposted by Matt Zeitlin
"New England may be cold and dark in the winter, but it’s liberal all year round."
Here's @zeitlin.bsky.social on why cold weather is becoming an increasing problem as northeastern states decarbonize:
heatmap.news/energy/winte...
Here's @zeitlin.bsky.social on why cold weather is becoming an increasing problem as northeastern states decarbonize:
heatmap.news/energy/winte...
Winter Is Going to Be a Problem
With more electric heating in the Northeast comes greater strains on the grid.
heatmap.news
November 26, 2025 at 11:46 PM
"New England may be cold and dark in the winter, but it’s liberal all year round."
Here's @zeitlin.bsky.social on why cold weather is becoming an increasing problem as northeastern states decarbonize:
heatmap.news/energy/winte...
Here's @zeitlin.bsky.social on why cold weather is becoming an increasing problem as northeastern states decarbonize:
heatmap.news/energy/winte...
Reposted by Matt Zeitlin
huge news: a key house committee just advanced a major bipartisan permitting deal that would block future presidents from rescinding permits for political reasons
good for anyone who wants to build renewables, bad for anyone who wants to block pipelines
via @heatmap.news
good for anyone who wants to build renewables, bad for anyone who wants to block pipelines
via @heatmap.news
House Permitting Bill Would Block Trump From Pulling Permits
It was approved by the House Natural Resources Committee on Thursday by a vote of 25 to 18.
heatmap.news
November 20, 2025 at 9:32 PM
huge news: a key house committee just advanced a major bipartisan permitting deal that would block future presidents from rescinding permits for political reasons
good for anyone who wants to build renewables, bad for anyone who wants to block pipelines
via @heatmap.news
good for anyone who wants to build renewables, bad for anyone who wants to block pipelines
via @heatmap.news
what if simply told utilites that they were going to make less money heatmap.news/energy/calif...
What If Utilities Just Made Less Money?
California energy companies are asking for permission to take in more revenue. Consumer advocates are having none of it.
heatmap.news
November 20, 2025 at 3:00 PM
what if simply told utilites that they were going to make less money heatmap.news/energy/calif...