Ajey Pandey
@ajey.space
Utility energy analyst building a crystal ball
Spent absurd (laudatory) money on a pair of pants because 1) they offer a compelling silhouette, and 2) I have an idea to pair them with other clothes to create a look that coherently contrasts different parts of me
Thx @dieworkwear.bsky.social
Thx @dieworkwear.bsky.social
January 3, 2025 at 11:14 AM
Spent absurd (laudatory) money on a pair of pants because 1) they offer a compelling silhouette, and 2) I have an idea to pair them with other clothes to create a look that coherently contrasts different parts of me
Thx @dieworkwear.bsky.social
Thx @dieworkwear.bsky.social
Reposted by Ajey Pandey
Reposted by Ajey Pandey
Reposted by Ajey Pandey
“A lot of the government tech community… just grabbed a bag of popcorn and are watching in real time as Elon and Vivek learn all the things they’ve known, lived, and absolutely hated for their entire time in public service.” - @pahlkadot.bsky.social www.eatingpolicy.com/p/bringing-e...
Bringing Elon to a knife fight
Wishing for a more orderly disruption may misunderstand the nature of government reform
www.eatingpolicy.com
December 14, 2024 at 1:53 PM
“A lot of the government tech community… just grabbed a bag of popcorn and are watching in real time as Elon and Vivek learn all the things they’ve known, lived, and absolutely hated for their entire time in public service.” - @pahlkadot.bsky.social www.eatingpolicy.com/p/bringing-e...
The EIA has good news for both sides of the aisle!
Sales for hybrids and EVs have continued to rise in 3Q2024!
And for EVs, a key driver was the Cybertruck, which outsells literally every other EV truck—because Elon DID understand why people buy trucks.
www.eia.gov/todayinenerg...
Sales for hybrids and EVs have continued to rise in 3Q2024!
And for EVs, a key driver was the Cybertruck, which outsells literally every other EV truck—because Elon DID understand why people buy trucks.
www.eia.gov/todayinenerg...
U.S. share of electric and hybrid vehicle sales reached a record in the third quarter - U.S. Energy Information Administration (EIA)
www.eia.gov
December 4, 2024 at 1:17 PM
The EIA has good news for both sides of the aisle!
Sales for hybrids and EVs have continued to rise in 3Q2024!
And for EVs, a key driver was the Cybertruck, which outsells literally every other EV truck—because Elon DID understand why people buy trucks.
www.eia.gov/todayinenerg...
Sales for hybrids and EVs have continued to rise in 3Q2024!
And for EVs, a key driver was the Cybertruck, which outsells literally every other EV truck—because Elon DID understand why people buy trucks.
www.eia.gov/todayinenerg...
Your answer to “can we decarbonize energy” has a lot to do with how you project these learning curves.
Not just for generation but also for electrification technologies.
I’m bullish on generation, meh on storage and transit, and full bear on industrial process.
Not just for generation but also for electrification technologies.
I’m bullish on generation, meh on storage and transit, and full bear on industrial process.
In most places in the world, power from new renewables is now cheaper than power from new fossil fuels.
Why did renewables become so cheap so fast?
The answer: learning curves.
Why did renewables become so cheap so fast?
The answer: learning curves.
December 4, 2024 at 12:59 PM
Your answer to “can we decarbonize energy” has a lot to do with how you project these learning curves.
Not just for generation but also for electrification technologies.
I’m bullish on generation, meh on storage and transit, and full bear on industrial process.
Not just for generation but also for electrification technologies.
I’m bullish on generation, meh on storage and transit, and full bear on industrial process.
Reposted by Ajey Pandey
6 hours under martial law: a drunk scene report from Seoul www.theverge.com/24312920/mar...
6 hours under martial law in Seoul
On the ground from the protests outside the National Assembly building
www.theverge.com
December 4, 2024 at 10:04 AM
6 hours under martial law: a drunk scene report from Seoul www.theverge.com/24312920/mar...
Huh???
For context: Yesterday, Sunday 1 Dec, wholesale electricity prices in New England ping-ponged between $60/MWh (a bit high) and -$40/MWh (negative!) from 10AM to noon…and then prices escalated to a peak of $185/MWh on 1 Dec and $205/MWh at 4AM today.
For context: Yesterday, Sunday 1 Dec, wholesale electricity prices in New England ping-ponged between $60/MWh (a bit high) and -$40/MWh (negative!) from 10AM to noon…and then prices escalated to a peak of $185/MWh on 1 Dec and $205/MWh at 4AM today.
December 2, 2024 at 3:25 PM
Huh???
For context: Yesterday, Sunday 1 Dec, wholesale electricity prices in New England ping-ponged between $60/MWh (a bit high) and -$40/MWh (negative!) from 10AM to noon…and then prices escalated to a peak of $185/MWh on 1 Dec and $205/MWh at 4AM today.
For context: Yesterday, Sunday 1 Dec, wholesale electricity prices in New England ping-ponged between $60/MWh (a bit high) and -$40/MWh (negative!) from 10AM to noon…and then prices escalated to a peak of $185/MWh on 1 Dec and $205/MWh at 4AM today.
This is, all told, a relief. I’ll need to dig more to see how much of this storage is in New England though.
If the storage is on the wrong side of our VERY constrained gas lines, it’s not much help to us in the winter.
www.eia.gov/todayinenerg...
If the storage is on the wrong side of our VERY constrained gas lines, it’s not much help to us in the winter.
www.eia.gov/todayinenerg...
U.S. inventories enter the winter with the most natural gas since 2016 - U.S. Energy Information Administration (EIA)
www.eia.gov
December 2, 2024 at 1:33 PM
This is, all told, a relief. I’ll need to dig more to see how much of this storage is in New England though.
If the storage is on the wrong side of our VERY constrained gas lines, it’s not much help to us in the winter.
www.eia.gov/todayinenerg...
If the storage is on the wrong side of our VERY constrained gas lines, it’s not much help to us in the winter.
www.eia.gov/todayinenerg...
Reposted by Ajey Pandey
nothing will make you appreciate FRED more than trying to use non-US public stats databases
November 27, 2024 at 9:16 PM
nothing will make you appreciate FRED more than trying to use non-US public stats databases
A corollary to this article—what if the people outside your echo chamber don’t post?
I work for a municipal utility—the vast majority of our customers never call, never show up to commissioner meetings…much less post on Twitter.
Echo chamber discourse forgets that 99% of people are quiet
I work for a municipal utility—the vast majority of our customers never call, never show up to commissioner meetings…much less post on Twitter.
Echo chamber discourse forgets that 99% of people are quiet
New newsletter: What we talk about when we talk about echo chambers
(Been working on this off and on for a few months, never quite feeling like it was there, and recent discourse about BLUESKY made me feel like it was TIME.)
episodes.ghost.io/echo-chamber...
(Been working on this off and on for a few months, never quite feeling like it was there, and recent discourse about BLUESKY made me feel like it was TIME.)
episodes.ghost.io/echo-chamber...
November 20, 2024 at 7:28 PM
A corollary to this article—what if the people outside your echo chamber don’t post?
I work for a municipal utility—the vast majority of our customers never call, never show up to commissioner meetings…much less post on Twitter.
Echo chamber discourse forgets that 99% of people are quiet
I work for a municipal utility—the vast majority of our customers never call, never show up to commissioner meetings…much less post on Twitter.
Echo chamber discourse forgets that 99% of people are quiet
This article on the rise in the Dull Men’s club reminded me of Strauss and Howe’s generational model—50-60 years after the rise of Boomer individuality, the “counterculture” reaction is to blend in more, to try less hard to be unique.
nymag.com/intelligence...
nymag.com/intelligence...
Tired of Trying to Be Interesting? Join the Dull Club.
Dullness is for these members a bland blanket, a respite from an increasingly oversaturated, overprogrammed, over-whatevered world.
nymag.com
November 20, 2024 at 3:58 PM
This article on the rise in the Dull Men’s club reminded me of Strauss and Howe’s generational model—50-60 years after the rise of Boomer individuality, the “counterculture” reaction is to blend in more, to try less hard to be unique.
nymag.com/intelligence...
nymag.com/intelligence...
This is the kind of stuff that needs more bright people to work on…but that a lot of climate-y folks blanche at because it’s gnarly.
More climate people should go into heavy industry! We still need steel and chemicals, but we can look for better ways to produce them.
More climate people should go into heavy industry! We still need steel and chemicals, but we can look for better ways to produce them.
Right now the US is almost entirely dependent on China for rare-earth minerals, but according to researchers at UT Austin, there's about $8.5B worth of those elements mixed up in US coal ash. news.utexas.edu/2024/11/19/e...
Enormous Cache of Rare Earth Elements Hidden Inside Coal Ash Waste
AUSTIN, Texas — Coal ash — the chalky remnants of coal that has been burned for fuel — has been piling up across the United States for decades. But new
news.utexas.edu
November 20, 2024 at 1:30 PM
This is the kind of stuff that needs more bright people to work on…but that a lot of climate-y folks blanche at because it’s gnarly.
More climate people should go into heavy industry! We still need steel and chemicals, but we can look for better ways to produce them.
More climate people should go into heavy industry! We still need steel and chemicals, but we can look for better ways to produce them.
This…is a magazine, defamilarized.
This conversation is a leading indicator of a new cadre of media institutions replacing the old media institutions.
See also: Nebula, replacing the hole left by the Mythbusters-era Discovery Channel network
This conversation is a leading indicator of a new cadre of media institutions replacing the old media institutions.
See also: Nebula, replacing the hole left by the Mythbusters-era Discovery Channel network
Up on the blog today, I wrote about how I suspect we'll see a return to bundling:
default.blog/p/we-already...
default.blog/p/we-already...
We Already Solved Subscription Fatigue
+ picking your own algorithms + GenderNet, thought digest, 11.19.2024
default.blog
November 20, 2024 at 2:26 AM
This…is a magazine, defamilarized.
This conversation is a leading indicator of a new cadre of media institutions replacing the old media institutions.
See also: Nebula, replacing the hole left by the Mythbusters-era Discovery Channel network
This conversation is a leading indicator of a new cadre of media institutions replacing the old media institutions.
See also: Nebula, replacing the hole left by the Mythbusters-era Discovery Channel network
The more I read about US legislators and Cabinet-level staff…do all these people have an entourage of advisors follow them from position to position?
Is every public official really a team that operates as a contiguous unit that moves from office to think tank and back?
Is every public official really a team that operates as a contiguous unit that moves from office to think tank and back?
November 18, 2024 at 6:15 PM
The more I read about US legislators and Cabinet-level staff…do all these people have an entourage of advisors follow them from position to position?
Is every public official really a team that operates as a contiguous unit that moves from office to think tank and back?
Is every public official really a team that operates as a contiguous unit that moves from office to think tank and back?
A rundown of the DC Circuit case Marin Audubon Society v. FAA—in which the Court of Appeals tries to knock down a regulatory apparatus and replace it with nothing.
open.substack.com/pub/energycr...
open.substack.com/pub/energycr...
The Worst Kind of Permitting Reform
Marin Audubon Society v. FAA knocked down regulations and replaced them with nothing
open.substack.com
November 18, 2024 at 4:21 PM
A rundown of the DC Circuit case Marin Audubon Society v. FAA—in which the Court of Appeals tries to knock down a regulatory apparatus and replace it with nothing.
open.substack.com/pub/energycr...
open.substack.com/pub/energycr...