Aniruddh Mohan
@aniruddh-mohan.bsky.social
Evaluating technologies in electricity systems, carbon removal, and transportation. PhD, Carnegie Mellon. Views deeply personal.
PJM down nearly 6 GW in accredited capacity over the past 10 years, horrible timing with record levels of load growth supposedly here
June 9, 2025 at 9:31 PM
PJM down nearly 6 GW in accredited capacity over the past 10 years, horrible timing with record levels of load growth supposedly here
Reposted by Aniruddh Mohan
Getting clean energy procurement right is a key requirement for making energy-intensive carbon removal approaches (like DAC) credible.
Today, Frontier has published a set of buyer principles for responsible clean energy procurement: frontierclimate.com/...
Today, Frontier has published a set of buyer principles for responsible clean energy procurement: frontierclimate.com/...
February 27, 2025 at 4:43 PM
Getting clean energy procurement right is a key requirement for making energy-intensive carbon removal approaches (like DAC) credible.
Today, Frontier has published a set of buyer principles for responsible clean energy procurement: frontierclimate.com/...
Today, Frontier has published a set of buyer principles for responsible clean energy procurement: frontierclimate.com/...
Reposted by Aniruddh Mohan
Energy transition in reverse. Responding to data centers & other new demand, NRG, GE Vernova and Keiwit construction firm team up to bring 5GW of gas-powered plants to PJM and ERCOT.
PJM Interconnection and ERCOT need more gas to keep up with massive electricity demand. Three companies are promising to deliver:
The Country’s Largest Power Markets Are Getting More Gas
Three companies are joining forces to add at least a gigawatt of new generation by 2029. The question is whether they can actually do it.
heatmap.news
February 26, 2025 at 8:27 PM
Energy transition in reverse. Responding to data centers & other new demand, NRG, GE Vernova and Keiwit construction firm team up to bring 5GW of gas-powered plants to PJM and ERCOT.
Reposted by Aniruddh Mohan
fantastic work by the Split-Ticket crew
voters continue to reward perceived moderation and punish perceived ideological positions whether to the left or the right of the spectrum
we have to get it through our heads that this is the case and then deal with it
voters continue to reward perceived moderation and punish perceived ideological positions whether to the left or the right of the spectrum
we have to get it through our heads that this is the case and then deal with it
February 25, 2025 at 3:39 PM
fantastic work by the Split-Ticket crew
voters continue to reward perceived moderation and punish perceived ideological positions whether to the left or the right of the spectrum
we have to get it through our heads that this is the case and then deal with it
voters continue to reward perceived moderation and punish perceived ideological positions whether to the left or the right of the spectrum
we have to get it through our heads that this is the case and then deal with it
"...climate goals do not exist in a vacuum. They coexist with other objectives—from GDP growth and economic development to energy security and reducing local pollution—and are complicated by rising global tensions, both East-West and North-South."
Great dose of realism here on net-zero 🔌💡
Great dose of realism here on net-zero 🔌💡
The Troubled Energy Transition
How to find a pragmatic path forward.
www.foreignaffairs.com
February 25, 2025 at 5:59 PM
"...climate goals do not exist in a vacuum. They coexist with other objectives—from GDP growth and economic development to energy security and reducing local pollution—and are complicated by rising global tensions, both East-West and North-South."
Great dose of realism here on net-zero 🔌💡
Great dose of realism here on net-zero 🔌💡
Reposted by Aniruddh Mohan
The ease of the energy world's pivot at times like these really gives away how low of a priority climate is.
February 21, 2025 at 1:50 PM
The ease of the energy world's pivot at times like these really gives away how low of a priority climate is.
Reposted by Aniruddh Mohan
@tylernol4thepain.bsky.social has asked me to write a thread elaborating on some comments I had made to him about the paper via DM to further the discussion on this topic and to bring up some extra nuances that to his credit he put into the introduction of his paper:
February 17, 2025 at 4:03 AM
@tylernol4thepain.bsky.social has asked me to write a thread elaborating on some comments I had made to him about the paper via DM to further the discussion on this topic and to bring up some extra nuances that to his credit he put into the introduction of his paper:
Reposted by Aniruddh Mohan
FERC approved PJM's "surplus interconnection" proposal, which will help new energy storage, wind and solar resources share interconnection capacity with existing power plants that aren't fully using it. A significant step forward! elibrary.ferc.gov/eLibrary/fil...
eLibrary
elibrary.ferc.gov
February 12, 2025 at 4:59 AM
FERC approved PJM's "surplus interconnection" proposal, which will help new energy storage, wind and solar resources share interconnection capacity with existing power plants that aren't fully using it. A significant step forward! elibrary.ferc.gov/eLibrary/fil...
Reposted by Aniruddh Mohan
ISO New England is reviewing the Trump Administration's announcement related to tariffs on imports from Canada. Read more: isonewswire.com/2025/02/02/i...
ISO-NE statement on Canadian tariffs - ISO Newswire
ISO New England is reviewing the Trump Administration's announcement related to tariffs on imports from Canada.
isonewswire.com
February 2, 2025 at 7:03 PM
ISO New England is reviewing the Trump Administration's announcement related to tariffs on imports from Canada. Read more: isonewswire.com/2025/02/02/i...
There has been a temptation in the energy/climate academic community to blur the line between scientific work & activism. But the risk is you can become irrelevant overnight, when the zeitgeist changes. Scientists must present the facts, not have an emotional attachment to them. The public decides.
January 31, 2025 at 5:47 PM
There has been a temptation in the energy/climate academic community to blur the line between scientific work & activism. But the risk is you can become irrelevant overnight, when the zeitgeist changes. Scientists must present the facts, not have an emotional attachment to them. The public decides.
Reposted by Aniruddh Mohan
My annual decarbonization presentation is here.
200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. www.nathanielbullard.com/presentations
200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. www.nathanielbullard.com/presentations
January 30, 2025 at 12:28 PM
My annual decarbonization presentation is here.
200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. www.nathanielbullard.com/presentations
200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. www.nathanielbullard.com/presentations
A big change. And if their desire is to now signal cultural alignment with Trump then it's hard to argue that big tech is going to continue their programs on climate. Will tech co's still pay a premium for 24x7 clean power? Will they still pay a premium for durable carbon removal? Why would they?
The tech industry titans have been remarkably silent on Trump's latest withdrawal from the Paris agreement. Eight years ago, they were outspoken. What changed?
January 21, 2025 at 6:37 PM
A big change. And if their desire is to now signal cultural alignment with Trump then it's hard to argue that big tech is going to continue their programs on climate. Will tech co's still pay a premium for 24x7 clean power? Will they still pay a premium for durable carbon removal? Why would they?
Reposted by Aniruddh Mohan
Trump Orders End to All Wind Energy Permits
The worst case scenario for the wind industry is here.
heatmap.news
January 21, 2025 at 2:42 AM
Reposted by Aniruddh Mohan
To be clear what this appears to mean: federal awards under contract usually disburse funds over time and after expenditure by the federal awardee.
So, spending on ARDP, HALEU, maybe LEU, CCS, DAC, geothermal forge, domestic manufacturing grants, etc. appear paused for 90 days.
So, spending on ARDP, HALEU, maybe LEU, CCS, DAC, geothermal forge, domestic manufacturing grants, etc. appear paused for 90 days.
Have been mostly trying to avoid the news today. But a few initial reactions upon quick skim of EOs:
* Attempt to halt dispursements of BIL and IRA awards. This is extremely aggressive and, if it sticks, will undermine investments (largely in GOP districts). Probably the sleeper provision.
* Attempt to halt dispursements of BIL and IRA awards. This is extremely aggressive and, if it sticks, will undermine investments (largely in GOP districts). Probably the sleeper provision.
January 21, 2025 at 3:04 AM
To be clear what this appears to mean: federal awards under contract usually disburse funds over time and after expenditure by the federal awardee.
So, spending on ARDP, HALEU, maybe LEU, CCS, DAC, geothermal forge, domestic manufacturing grants, etc. appear paused for 90 days.
So, spending on ARDP, HALEU, maybe LEU, CCS, DAC, geothermal forge, domestic manufacturing grants, etc. appear paused for 90 days.
Yeah there's nothing that could go wrong with this sort of thinking
January 11, 2025 at 7:41 PM
Yeah there's nothing that could go wrong with this sort of thinking
Reposted by Aniruddh Mohan
If you were to write a piece on carbon removal at the end of 2024, would it be about billionaires investing in a "gold rush"?
Or about flight from a sector that has no clear and durable business model, in the face of decreasing climatetech funding and net-zero talk?
www.nytimes.com/2024/12/22/c...
Or about flight from a sector that has no clear and durable business model, in the face of decreasing climatetech funding and net-zero talk?
www.nytimes.com/2024/12/22/c...
Removing Carbon From the Sky Could Be the Next Climate Gold Rush
Investors are betting that they can make a dent in global warming, and healthy profits, with companies that alter the atmosphere.
www.nytimes.com
December 22, 2024 at 3:45 PM
If you were to write a piece on carbon removal at the end of 2024, would it be about billionaires investing in a "gold rush"?
Or about flight from a sector that has no clear and durable business model, in the face of decreasing climatetech funding and net-zero talk?
www.nytimes.com/2024/12/22/c...
Or about flight from a sector that has no clear and durable business model, in the face of decreasing climatetech funding and net-zero talk?
www.nytimes.com/2024/12/22/c...
Reposted by Aniruddh Mohan
Big symbolic move by Japan to embrace nuclear power today 🇯🇵☢️👇
⚠️ Its new draft energy policy removed Fukushima-era language about reducing reliance on nuclear power over the long term
📈 Plan now calls for nuclear & renewables to be utilized “to the fullest extent”
⚠️ Its new draft energy policy removed Fukushima-era language about reducing reliance on nuclear power over the long term
📈 Plan now calls for nuclear & renewables to be utilized “to the fullest extent”
December 17, 2024 at 7:26 AM
Big symbolic move by Japan to embrace nuclear power today 🇯🇵☢️👇
⚠️ Its new draft energy policy removed Fukushima-era language about reducing reliance on nuclear power over the long term
📈 Plan now calls for nuclear & renewables to be utilized “to the fullest extent”
⚠️ Its new draft energy policy removed Fukushima-era language about reducing reliance on nuclear power over the long term
📈 Plan now calls for nuclear & renewables to be utilized “to the fullest extent”
Reposted by Aniruddh Mohan
Ride-hailing apps reduce racial bias in wait times vs taxis but Black riders still face delays due to systemic geographic segregation. Policy must address these gaps. #TransportSky W/ @cdharper.bsky.social @jmichalek.bsky.social @aniruddh-mohan.bsky.social & Anna Cobb
www.pnas.org/doi/abs/10.1...
www.pnas.org/doi/abs/10.1...
PNAS
Proceedings of the National Academy of Sciences (PNAS), a peer reviewed journal of the National Academy of Sciences (NAS) - an authoritative source of high-impact, original research that broadly spans...
www.pnas.org
December 14, 2024 at 4:09 AM
Ride-hailing apps reduce racial bias in wait times vs taxis but Black riders still face delays due to systemic geographic segregation. Policy must address these gaps. #TransportSky W/ @cdharper.bsky.social @jmichalek.bsky.social @aniruddh-mohan.bsky.social & Anna Cobb
www.pnas.org/doi/abs/10.1...
www.pnas.org/doi/abs/10.1...
Reposted by Aniruddh Mohan
From carbon removal startups to solar icons, the climate world saw a number of corporate flameouts this year. Here are some takeaways and lessons learned.
Reporting by @ericwesoff.bsky.social
Reporting by @ericwesoff.bsky.social
The cleantech companies that didn’t make it through 2024
From carbon removal startups to solar icons, the climate world saw a number of corporate flameouts this year. Here are some takeaways and lessons learned.
buff.ly
December 12, 2024 at 2:13 PM
From carbon removal startups to solar icons, the climate world saw a number of corporate flameouts this year. Here are some takeaways and lessons learned.
Reporting by @ericwesoff.bsky.social
Reporting by @ericwesoff.bsky.social
My 2 cents:
1- EM is not science. Does not belong in an academic department, at most a policy school. Science means you validate your theory, there's no validation in EM.
2- EM helps with decision making in the face of uncertainty, whether it's investment or policy. Has a vital place in the world.
1- EM is not science. Does not belong in an academic department, at most a policy school. Science means you validate your theory, there's no validation in EM.
2- EM helps with decision making in the face of uncertainty, whether it's investment or policy. Has a vital place in the world.
December 12, 2024 at 4:11 PM
My 2 cents:
1- EM is not science. Does not belong in an academic department, at most a policy school. Science means you validate your theory, there's no validation in EM.
2- EM helps with decision making in the face of uncertainty, whether it's investment or policy. Has a vital place in the world.
1- EM is not science. Does not belong in an academic department, at most a policy school. Science means you validate your theory, there's no validation in EM.
2- EM helps with decision making in the face of uncertainty, whether it's investment or policy. Has a vital place in the world.
Reposted by Aniruddh Mohan
Meta's new data center in Louisiana is driving 2.3 gigawatts of new high capacity-factor gas units, according to Entergy. Inflexible data centers will drive massive US gas expansion without smarter planning. #energysky www.prnewswire.com/news-release...
December 9, 2024 at 7:48 PM
Meta's new data center in Louisiana is driving 2.3 gigawatts of new high capacity-factor gas units, according to Entergy. Inflexible data centers will drive massive US gas expansion without smarter planning. #energysky www.prnewswire.com/news-release...
Staggering numbers here, driven by ERCOT, PJM, and Georgia Power. My guess is CCGTs are about to be sold at a level not seen since the early 2000s.
December 5, 2024 at 2:47 PM
Staggering numbers here, driven by ERCOT, PJM, and Georgia Power. My guess is CCGTs are about to be sold at a level not seen since the early 2000s.
Reposted by Aniruddh Mohan
Today Treasury issued final regulations on the section 48 ITC, which provides a 30%+ credit to deploy wind, solar, storage (batteries, thermal (heat pumps say what?!), hydrogen), biogas, geothermal, hydro, etc.
home.treasury.gov/news/press-r...
home.treasury.gov/news/press-r...
U.S. Department of the Treasury Releases Final Rules on Investment Tax Credit to Produce Clean Power, Strengthen Clean Energy Economy
Final rules will provide additional clarity and certainty for project developers, helping to produce more clean power, build a strong clean energy economy, and create good-paying jobs.WASHINGTON – Tod...
home.treasury.gov
December 5, 2024 at 2:40 AM
Today Treasury issued final regulations on the section 48 ITC, which provides a 30%+ credit to deploy wind, solar, storage (batteries, thermal (heat pumps say what?!), hydrogen), biogas, geothermal, hydro, etc.
home.treasury.gov/news/press-r...
home.treasury.gov/news/press-r...
Several strategics in the round too! A welcome boost for DAC at a tricky time for the industry
December 4, 2024 at 4:23 PM
Several strategics in the round too! A welcome boost for DAC at a tricky time for the industry