Aaron Bryant
@ajbry.bsky.social
Energy markets analyst @WhiteCase, runner, Blue Devil. Views are my own & not firm-associated guidance — especially because they haven’t found me here (yet).
WaPo just reported that the Biden admin is drafting an EO to “allow construction of massive data centers and electrical power plants on federally owned lands” #EnergySky
www.washingtonpost.com/business/202...
www.washingtonpost.com/business/202...
December 19, 2024 at 2:43 PM
WaPo just reported that the Biden admin is drafting an EO to “allow construction of massive data centers and electrical power plants on federally owned lands” #EnergySky
www.washingtonpost.com/business/202...
www.washingtonpost.com/business/202...
Reposted by Aaron Bryant
"German power prices spiked .. to a level not seen since the energy crisis in 2022, as wind generation receded"
Imports hit their highest level in a decade
I'm not anti-wind, love all kinds of generation!
But proponents sacrifice cred by constantly downplaying weaknesses/risks
Imports hit their highest level in a decade
I'm not anti-wind, love all kinds of generation!
But proponents sacrifice cred by constantly downplaying weaknesses/risks
December 13, 2024 at 3:41 PM
"German power prices spiked .. to a level not seen since the energy crisis in 2022, as wind generation receded"
Imports hit their highest level in a decade
I'm not anti-wind, love all kinds of generation!
But proponents sacrifice cred by constantly downplaying weaknesses/risks
Imports hit their highest level in a decade
I'm not anti-wind, love all kinds of generation!
But proponents sacrifice cred by constantly downplaying weaknesses/risks
Reposted by Aaron Bryant
We finally did a geothermal episode podcasts.apple.com/us/podcast/o...
Tim Latimer on Solving the Financing Problem for Geothermal
Podcast Episode · Odd Lots · 12/13/2024 · 41m
podcasts.apple.com
December 13, 2024 at 1:07 PM
We finally did a geothermal episode podcasts.apple.com/us/podcast/o...
Reposted by Aaron Bryant
FERC today upheld its transmission planning/cost allocation rule, but gave states a bigger role in the process. “I would say to the states this is giving you a much bigger toolbox with a much better set of tools,” said FERC’s Christie, who voted against the initial Order 1920.
Presentation | Order No. 1920-A, Building for the Future Through Electric Regional Transmission Planning and Cost Allocation
Docket No. RM21-17-001 | News Release
www.ferc.gov
November 21, 2024 at 8:15 PM
FERC today upheld its transmission planning/cost allocation rule, but gave states a bigger role in the process. “I would say to the states this is giving you a much bigger toolbox with a much better set of tools,” said FERC’s Christie, who voted against the initial Order 1920.
Reposted by Aaron Bryant
FERC 1920a changes seem to revolve around giving increased involvement in cost allocation to “state entities.” Something Commissioner Christie raised previously. 🔌💡
November 21, 2024 at 4:16 PM
FERC 1920a changes seem to revolve around giving increased involvement in cost allocation to “state entities.” Something Commissioner Christie raised previously. 🔌💡
Reposted by Aaron Bryant
🔌💡New Advanced Energy United report quantifies benefits of successful #interconnection reform:
💰$100B economic benefits
⚡️significantly boost grid capacity
👷♀️create 1m years’ worth of employment
blog.advancedenergyunited.org/reports/inte...
💰$100B economic benefits
⚡️significantly boost grid capacity
👷♀️create 1m years’ worth of employment
blog.advancedenergyunited.org/reports/inte...
How Interconnection Reform Can Accelerate Clean Energy Deployment
As the “generator interconnection” process continues to lengthen electricity deployment timelines, regulators and energy developers are looking for efficiencies that can accelerate deployment of energ...
blog.advancedenergyunited.org
November 21, 2024 at 4:44 PM
🔌💡New Advanced Energy United report quantifies benefits of successful #interconnection reform:
💰$100B economic benefits
⚡️significantly boost grid capacity
👷♀️create 1m years’ worth of employment
blog.advancedenergyunited.org/reports/inte...
💰$100B economic benefits
⚡️significantly boost grid capacity
👷♀️create 1m years’ worth of employment
blog.advancedenergyunited.org/reports/inte...
Reposted by Aaron Bryant
Just published: My team breaks down every agenda item in advance of FERC's open meeting on Thursday #EnergySky
www.whitecase.com/insight-aler...
www.whitecase.com/insight-aler...
Summary of FERC Meeting Agenda for November 2024 | White & Case LLP
Summaries of the agenda items for the Federal Energy Regulatory Commission's monthly open meeting to be held on November 21, 2024, pursuant to the sunshine notice released on November 14, 2024. In thi...
www.whitecase.com
November 19, 2024 at 5:12 PM
Just published: My team breaks down every agenda item in advance of FERC's open meeting on Thursday #EnergySky
www.whitecase.com/insight-aler...
www.whitecase.com/insight-aler...
Just published: My team breaks down every agenda item in advance of FERC's open meeting on Thursday #EnergySky
www.whitecase.com/insight-aler...
www.whitecase.com/insight-aler...
Summary of FERC Meeting Agenda for November 2024 | White & Case LLP
Summaries of the agenda items for the Federal Energy Regulatory Commission's monthly open meeting to be held on November 21, 2024, pursuant to the sunshine notice released on November 14, 2024. In thi...
www.whitecase.com
November 19, 2024 at 5:12 PM
Just published: My team breaks down every agenda item in advance of FERC's open meeting on Thursday #EnergySky
www.whitecase.com/insight-aler...
www.whitecase.com/insight-aler...
The state of GBR — and virtually all reefs globally, tbh — is the most underreported ecological disaster of our time. We’re watching them bleach and die off in real time.
Terrible news today:
This year, one-third of coral cover has been destroyed in two northern sections of the Great Barrier reef due to anthropogenic heating.
Results for the southern sections (which were even hotter) have not been officially released.
www.aims.gov.au/information-...
This year, one-third of coral cover has been destroyed in two northern sections of the Great Barrier reef due to anthropogenic heating.
Results for the southern sections (which were even hotter) have not been officially released.
www.aims.gov.au/information-...
November 19, 2024 at 12:38 PM
The state of GBR — and virtually all reefs globally, tbh — is the most underreported ecological disaster of our time. We’re watching them bleach and die off in real time.
Reposted by Aaron Bryant
I am happy that my paper on transmission line cost allocation with @jacobmays.bsky.social is now out in the energy law journal. papers.ssrn.com/sol3/papers..... The paper is a deep dive on the law and economics of transmission lines. Full disclosure: I am a transmission line enthusiast.
THE LAW AND ECONOMICS OF TRANSMISSION PLANNING AND COST ALLOCATION
This Article considers how to allocate the costs of transmission when states, utilities, or other classes of customers adopt different clean energy policies. It
papers.ssrn.com
November 18, 2024 at 7:41 PM
I am happy that my paper on transmission line cost allocation with @jacobmays.bsky.social is now out in the energy law journal. papers.ssrn.com/sol3/papers..... The paper is a deep dive on the law and economics of transmission lines. Full disclosure: I am a transmission line enthusiast.
Reposted by Aaron Bryant
Major news last week on the New England Clean Energy Connect transmission line, which has been delayed by over three years from its initial in-service date. (1/9)
November 18, 2024 at 7:03 PM
Major news last week on the New England Clean Energy Connect transmission line, which has been delayed by over three years from its initial in-service date. (1/9)
Reposted by Aaron Bryant
Data center land commentary: "elsewhere though the demand is seeming insatiable with one player noting having worked on 5 GWs over 10+ years, with a backlog of work that is now 30 GWs+ while another said any deferrals/cancellations are immediately backfilled by multiple parties who want their place"
November 18, 2024 at 3:29 PM
Data center land commentary: "elsewhere though the demand is seeming insatiable with one player noting having worked on 5 GWs over 10+ years, with a backlog of work that is now 30 GWs+ while another said any deferrals/cancellations are immediately backfilled by multiple parties who want their place"
Reposted by Aaron Bryant
Bank of America scores nuclear as a 'medium' investment risk
It's a lower risk score than wind, the same as battery storage, and higher than solar PV
institute.bankofamerica.com/sustainabili...
It's a lower risk score than wind, the same as battery storage, and higher than solar PV
institute.bankofamerica.com/sustainabili...
November 18, 2024 at 12:22 PM
Bank of America scores nuclear as a 'medium' investment risk
It's a lower risk score than wind, the same as battery storage, and higher than solar PV
institute.bankofamerica.com/sustainabili...
It's a lower risk score than wind, the same as battery storage, and higher than solar PV
institute.bankofamerica.com/sustainabili...
#EnergySky appointment viewing — ‘Landman’ on Paramount+ premieres today! Early reviews seem … bad, but we can still use our collective wisdom to roast it / hate-watch
www.youtube.com/watch?v=7zxh...
www.youtube.com/watch?v=7zxh...
Landman | Official Trailer | Paramount+
YouTube video by Paramount Plus
www.youtube.com
November 17, 2024 at 1:17 PM
#EnergySky appointment viewing — ‘Landman’ on Paramount+ premieres today! Early reviews seem … bad, but we can still use our collective wisdom to roast it / hate-watch
www.youtube.com/watch?v=7zxh...
www.youtube.com/watch?v=7zxh...
Reposted by Aaron Bryant
Russia takes aim at US nuclear power by throttling uranium 🇷🇺☢️
⚠️ Russia is temporarily limiting exports of enriched uranium to the US, creating potential supply risks to utilities operating reactor
👉 Russia controls ~50% of the world’s capacity to separate uranium isotopes needed in reactors
⚠️ Russia is temporarily limiting exports of enriched uranium to the US, creating potential supply risks to utilities operating reactor
👉 Russia controls ~50% of the world’s capacity to separate uranium isotopes needed in reactors
November 17, 2024 at 8:58 AM
Russia takes aim at US nuclear power by throttling uranium 🇷🇺☢️
⚠️ Russia is temporarily limiting exports of enriched uranium to the US, creating potential supply risks to utilities operating reactor
👉 Russia controls ~50% of the world’s capacity to separate uranium isotopes needed in reactors
⚠️ Russia is temporarily limiting exports of enriched uranium to the US, creating potential supply risks to utilities operating reactor
👉 Russia controls ~50% of the world’s capacity to separate uranium isotopes needed in reactors
Reposted by Aaron Bryant
It hasn’t received a lot of attention, but a federal court this week chucked 40 years of rules governing America’s most controversial environmental law into the wood chipper. Here’s what happens next: heatmap.news/climate/nepa...
A Court Just Broke America’s Most Divisive Environmental Law. Here’s What Happens Next.
In a word: chaos.
heatmap.news
November 15, 2024 at 7:39 PM
It hasn’t received a lot of attention, but a federal court this week chucked 40 years of rules governing America’s most controversial environmental law into the wood chipper. Here’s what happens next: heatmap.news/climate/nepa...
Reposted by Aaron Bryant
Kind of a big deal. This week, FERC approved filings from MISO and SPP that will finance construction of high-voltage transmission to enable the connection of 30 GW of wind, solar, and storage. Yet, many clean energy developers opposed the plan - 🔌💡 elibrary.ferc.gov/eLibrary/fil...
eLibrary
elibrary.ferc.gov
November 15, 2024 at 5:29 PM
Kind of a big deal. This week, FERC approved filings from MISO and SPP that will finance construction of high-voltage transmission to enable the connection of 30 GW of wind, solar, and storage. Yet, many clean energy developers opposed the plan - 🔌💡 elibrary.ferc.gov/eLibrary/fil...
Reposted by Aaron Bryant
Avangrid sues Nextera about its NECEC transmission line project, claiming "NextEra has committed anticompetitive, unfair, and deceptive business practices to foreclose competition for the supply of wholesale electricity on the ISO-New England marketplace."
statepowerproject.org/wp-content/u...
statepowerproject.org/wp-content/u...
statepowerproject.org
November 15, 2024 at 12:06 PM
Avangrid sues Nextera about its NECEC transmission line project, claiming "NextEra has committed anticompetitive, unfair, and deceptive business practices to foreclose competition for the supply of wholesale electricity on the ISO-New England marketplace."
statepowerproject.org/wp-content/u...
statepowerproject.org/wp-content/u...
Order No. 1920 rehearing requests — and Petitions for Review at federal appeals courts — on the agenda for FERC's monthly meeting next week (item E-1) 🔌💡 www.ferc.gov/media/sunshi...
Sunshine Notice | November 2024 Commission Meeting
www.ferc.gov
November 14, 2024 at 8:35 PM
Order No. 1920 rehearing requests — and Petitions for Review at federal appeals courts — on the agenda for FERC's monthly meeting next week (item E-1) 🔌💡 www.ferc.gov/media/sunshi...
Reposted by Aaron Bryant
Welp. It was a fun ride till it lasted.
Exclusive: Trump's transition team aims to kill Biden EV tax credit. 🔌💡
www.reuters.com/business/aut...
Exclusive: Trump's transition team aims to kill Biden EV tax credit. 🔌💡
www.reuters.com/business/aut...
Exclusive: Trump's transition team aims to kill Biden EV tax credit
President-elect Donald Trump's transition team is planning to kill the $7,500 consumer tax credit for electric-vehicle purchases as part of broader tax-reform legislation, two sources with direct knowledge of the matter told Reuters.
www.reuters.com
November 14, 2024 at 6:20 PM
Welp. It was a fun ride till it lasted.
Exclusive: Trump's transition team aims to kill Biden EV tax credit. 🔌💡
www.reuters.com/business/aut...
Exclusive: Trump's transition team aims to kill Biden EV tax credit. 🔌💡
www.reuters.com/business/aut...
Reposted by Aaron Bryant
Exxon CEO urges Trump not to back out of Paris Agreement for a second time (!)
www.utilitydive.com/news/exxonmo...
www.utilitydive.com/news/exxonmo...
ExxonMobil urges Trump not to withdraw from Paris Agreement again
“A second U.S. exit from the Paris Climate Agreement will have profound implications for the United States’ efforts to reduce its own emissions,” an Exxon spokesperson said.
www.utilitydive.com
November 14, 2024 at 6:21 PM
Exxon CEO urges Trump not to back out of Paris Agreement for a second time (!)
www.utilitydive.com/news/exxonmo...
www.utilitydive.com/news/exxonmo...
Reposted by Aaron Bryant
If anything, we’re probably under-imagining how disruptive and different the next decade or generation of America will be. I sketch out here two scenarios (not mutually exclusive) about the peril and challenge ahead: www.doomsdayscenario.co/p/two-scenar...
Two scenarios for the years ahead
What if America Doesn’t Meet This Moment?
www.doomsdayscenario.co
November 13, 2024 at 4:16 PM
If anything, we’re probably under-imagining how disruptive and different the next decade or generation of America will be. I sketch out here two scenarios (not mutually exclusive) about the peril and challenge ahead: www.doomsdayscenario.co/p/two-scenar...
Reposted by Aaron Bryant
CEOs of Exxon & Total Energies tell the Trump administration not to scrap the Biden administration’s regulation to curb methane emissions from oil and gas operations: www.semafor.com/article/11/1...
🔌💡 🛢️🔥
🔌💡 🛢️🔥
Exxon CEO: Trump shouldn’t scrap methane regulations | Semafor
Oil companies should play a bigger role in global climate action, Darren Woods told Semafor.
www.semafor.com
November 13, 2024 at 7:28 PM
CEOs of Exxon & Total Energies tell the Trump administration not to scrap the Biden administration’s regulation to curb methane emissions from oil and gas operations: www.semafor.com/article/11/1...
🔌💡 🛢️🔥
🔌💡 🛢️🔥
Reposted by Aaron Bryant
The Biden administration on Nov. 12 rolled out a new plan to triple nuclear power in the U.S. by 2050, with a multipronged strategy of building new large and small modular reactors. #energysky🔌💡
See Full Story: ow.ly/sW6o50U5MSP
Writer: K Kaufmann
See Full Story: ow.ly/sW6o50U5MSP
Writer: K Kaufmann
November 13, 2024 at 7:00 PM
The Biden administration on Nov. 12 rolled out a new plan to triple nuclear power in the U.S. by 2050, with a multipronged strategy of building new large and small modular reactors. #energysky🔌💡
See Full Story: ow.ly/sW6o50U5MSP
Writer: K Kaufmann
See Full Story: ow.ly/sW6o50U5MSP
Writer: K Kaufmann
California ramping up to join the east coast in offshore wind development? BOEM releasing a new "regional" EIS tmrw, which follows the approved CA ballot initiative allocating a portion of $800m to OSW (ports), + CPUC approving a 7.6 GW by '35 target this past summer 🔌💡
www.boem.gov/newsroom/pre...
www.boem.gov/newsroom/pre...
BOEM Announces Draft Environmental Review of Potential Mitigation of Future Development of Wind Lease Areas Offshore California
BOEM invites the public to comment on a regional environmental analysis of potential mitigation measures on future development activities for five offshore wind lease areas off California’s central an...
www.boem.gov
November 13, 2024 at 5:27 PM
California ramping up to join the east coast in offshore wind development? BOEM releasing a new "regional" EIS tmrw, which follows the approved CA ballot initiative allocating a portion of $800m to OSW (ports), + CPUC approving a 7.6 GW by '35 target this past summer 🔌💡
www.boem.gov/newsroom/pre...
www.boem.gov/newsroom/pre...