Reposted by Arsalan Khurshid
"The US accounts for 13% of global goods imports. Even if the US cut off all goods imports, 70 of its trading partners would fully make up their lost sales to the US within one year, and 115 would do so within five years." www.ft.com/content/1efd...
April 3, 2025 at 6:55 PM
"The US accounts for 13% of global goods imports. Even if the US cut off all goods imports, 70 of its trading partners would fully make up their lost sales to the US within one year, and 115 would do so within five years." www.ft.com/content/1efd...
Reposted by Arsalan Khurshid
How a president hoping to fund his government with tariffs and possibly annex Canada instead wrecked the economy and set continentalism back for almost a century. Excellent thread.
In 1890, the Tariff Act came into place in the United States. It placed tariffs on imports of up to 50%.
While touted as a way to build American industry, there was also the hope it would force an annexation of Canada. It backfired.
Let's learn more.
🧵1/10
While touted as a way to build American industry, there was also the hope it would force an annexation of Canada. It backfired.
Let's learn more.
🧵1/10
March 5, 2025 at 2:58 PM
How a president hoping to fund his government with tariffs and possibly annex Canada instead wrecked the economy and set continentalism back for almost a century. Excellent thread.
Reposted by Arsalan Khurshid
75 years of US electricity production!
I've updated these charts to include 2024.
Total is ↑ 3.1% from 2023, tho just 2.3% from 2022.
Solar ↑ from 5.6% of total in 2023 to 6.9% in 2024.
Hydro ↓ to 5.5% of total, lowest % since basically forever.
Wind ↑ slightly. Oil dipped below geothermal. 🔌💡
I've updated these charts to include 2024.
Total is ↑ 3.1% from 2023, tho just 2.3% from 2022.
Solar ↑ from 5.6% of total in 2023 to 6.9% in 2024.
Hydro ↓ to 5.5% of total, lowest % since basically forever.
Wind ↑ slightly. Oil dipped below geothermal. 🔌💡
March 3, 2025 at 4:05 PM
75 years of US electricity production!
I've updated these charts to include 2024.
Total is ↑ 3.1% from 2023, tho just 2.3% from 2022.
Solar ↑ from 5.6% of total in 2023 to 6.9% in 2024.
Hydro ↓ to 5.5% of total, lowest % since basically forever.
Wind ↑ slightly. Oil dipped below geothermal. 🔌💡
I've updated these charts to include 2024.
Total is ↑ 3.1% from 2023, tho just 2.3% from 2022.
Solar ↑ from 5.6% of total in 2023 to 6.9% in 2024.
Hydro ↓ to 5.5% of total, lowest % since basically forever.
Wind ↑ slightly. Oil dipped below geothermal. 🔌💡
Does anyone know if S&P or Woodmac is more accurate when it comes to future power load, demand, and installed capacity projections?
February 28, 2025 at 1:21 AM
Does anyone know if S&P or Woodmac is more accurate when it comes to future power load, demand, and installed capacity projections?
Reposted by Arsalan Khurshid
Useful "free" paper on "large algorithm loads" by EPRI"
www.epri.com/research/pro...
www.epri.com/research/pro...
February 20, 2025 at 2:47 PM
Useful "free" paper on "large algorithm loads" by EPRI"
www.epri.com/research/pro...
www.epri.com/research/pro...
Reposted by Arsalan Khurshid
If you value stable, free public access to usable energy system data, please consider becoming a PUDL Sustainer! Any contribution is appreciated. For larger amounts get in touch to talk about a tax deduction or contract. More program details on Open Collective here:
opencollective.com/pudl
opencollective.com/pudl
The Public Utility Data Liberation Project - Open Collective
Liberating US energy system data for easy use by people fighting climate change.
opencollective.com
January 31, 2025 at 7:19 PM
If you value stable, free public access to usable energy system data, please consider becoming a PUDL Sustainer! Any contribution is appreciated. For larger amounts get in touch to talk about a tax deduction or contract. More program details on Open Collective here:
opencollective.com/pudl
opencollective.com/pudl
Reposted by Arsalan Khurshid
Great chart by @chartrdaily showing electricity demand by state for data centers. Virginia is by far the biggest market, with Texas not too terribly far behind. Organized electric markets, proximity to demand, and ease of interconnection are (I'm sure) top drivers. #energysky 🔌💡
January 27, 2025 at 5:46 PM
Great chart by @chartrdaily showing electricity demand by state for data centers. Virginia is by far the biggest market, with Texas not too terribly far behind. Organized electric markets, proximity to demand, and ease of interconnection are (I'm sure) top drivers. #energysky 🔌💡
~30.3x LTM P/E and 2.3X rate base as of 30-Sep-24. Pretty solid valuation for $AEP in this minority sale transaction. Utilities are definitely hot right now!
financialpost.com/pmn/business...
financialpost.com/pmn/business...
KKR and PSP to Buy AEP Transmission Stake for $2.8 Billion
American Electric Power Co. agreed to sell a minority stake in its transmission business to KKR & Co. and Canada’s PSP Investments for $2.8 billion.
financialpost.com
January 10, 2025 at 2:23 AM
~30.3x LTM P/E and 2.3X rate base as of 30-Sep-24. Pretty solid valuation for $AEP in this minority sale transaction. Utilities are definitely hot right now!
financialpost.com/pmn/business...
financialpost.com/pmn/business...
Reposted by Arsalan Khurshid
Another one! Load growth to help offset headwinds for renewable project finance in 2025:
www.spglobal.com/marketintell... 🔌💡
www.spglobal.com/marketintell... 🔌💡
January 9, 2025 at 9:35 PM
Another one! Load growth to help offset headwinds for renewable project finance in 2025:
www.spglobal.com/marketintell... 🔌💡
www.spglobal.com/marketintell... 🔌💡
Reposted by Arsalan Khurshid
A couple good resources on drivers of rising rates across the country:
Our piece @energyinnovation.bsky.social on drivers of rising electricity costs: energyinnovation.org/report/clean...
Recent @berkeleylabemp.bsky.social overview of retail cost trends and drivers: emp.lbl.gov/publications...
Our piece @energyinnovation.bsky.social on drivers of rising electricity costs: energyinnovation.org/report/clean...
Recent @berkeleylabemp.bsky.social overview of retail cost trends and drivers: emp.lbl.gov/publications...
Clean Energy Isn't Driving Power Price Spikes • Energy Innovation
New Energy Innovation research finds the biggest culprits behind rising utility bills include fossil fuels and the climate change impacts they cause, not clean energy.
energyinnovation.org
January 9, 2025 at 4:41 PM
A couple good resources on drivers of rising rates across the country:
Our piece @energyinnovation.bsky.social on drivers of rising electricity costs: energyinnovation.org/report/clean...
Recent @berkeleylabemp.bsky.social overview of retail cost trends and drivers: emp.lbl.gov/publications...
Our piece @energyinnovation.bsky.social on drivers of rising electricity costs: energyinnovation.org/report/clean...
Recent @berkeleylabemp.bsky.social overview of retail cost trends and drivers: emp.lbl.gov/publications...
Reposted by Arsalan Khurshid
It is now cheaper to burn oil and than gas in for some in Asia. 😱 www.bloomberg.com/news/article...
January 9, 2025 at 1:51 PM
It is now cheaper to burn oil and than gas in for some in Asia. 😱 www.bloomberg.com/news/article...
Does anyone know where I can access the FERC form 1&2 data in aggregate?
January 6, 2025 at 9:45 PM
Does anyone know where I can access the FERC form 1&2 data in aggregate?
Bull case for NG demand is clear but there are downside mechanisms worth flagging. CAISO saw ~30Bcf of lost gas burn due to BESS in the first 8 months of ‘24. Think this trend only expands as BESS proliferates in other parts of N.A like Texas or Alberta
December 27, 2024 at 6:54 PM
Bull case for NG demand is clear but there are downside mechanisms worth flagging. CAISO saw ~30Bcf of lost gas burn due to BESS in the first 8 months of ‘24. Think this trend only expands as BESS proliferates in other parts of N.A like Texas or Alberta