Doug Lewin
@douglewin.bsky.social
⚡ Energy Expert
🎙 Host: Energy Capital Podcast
📜 Author: Texas Energy & Power Newsletter
🌎 Founder of Stoic Energy
www.douglewin.com
🎙 Host: Energy Capital Podcast
📜 Author: Texas Energy & Power Newsletter
🌎 Founder of Stoic Energy
www.douglewin.com
Even if you don’t care about climate change at all, for national security & economic reasons alone, the US needs to have a share of the renewable export market. If it happens, Texas will play a major role. Much more here:
www.douglewin.com/p/energy-af...
www.douglewin.com/p/energy-af...
Texas Key to US Competition with China, Reading & Podcast Picks, November 9, 2025
Texas solar projects at risk while China speeds ahead; affordability takes center stage; a new flexibility proposal at ERCOT; Texas' potential as a counterweight to China
www.douglewin.com
November 10, 2025 at 6:06 PM
Even if you don’t care about climate change at all, for national security & economic reasons alone, the US needs to have a share of the renewable export market. If it happens, Texas will play a major role. Much more here:
www.douglewin.com/p/energy-af...
www.douglewin.com/p/energy-af...
Also, the Economist on China's meteoric rise as an energy superpower; the Houston Chronicle on how the federal gov is messing with Texas; Heatmap on a new load flexibility proposal in Texas; affordability as a massive political issue; and much, much more
www.douglewin.com/p/energy-af...
www.douglewin.com/p/energy-af...
Texas Key to US Competition with China, Reading & Podcast Picks, November 9, 2025
Texas solar projects at risk while China speeds ahead; affordability takes center stage; a new flexibility proposal at ERCOT; Texas' potential as a counterweight to China
www.douglewin.com
November 9, 2025 at 6:47 PM
Also, the Economist on China's meteoric rise as an energy superpower; the Houston Chronicle on how the federal gov is messing with Texas; Heatmap on a new load flexibility proposal in Texas; affordability as a massive political issue; and much, much more
www.douglewin.com/p/energy-af...
www.douglewin.com/p/energy-af...
Full Episode: tinyurl.com/ewvk2yzx
Information Is Infrastructure with Nat Bullard (Part 1)
Halcyon Co-Founder Nat Bullard on his annual presentation, his venture to bring order to the chaos of regulatory filings, the global EV market, gas turbine costs, data centers in Texas, and more
www.douglewin.com
November 7, 2025 at 1:00 PM
Full Episode: tinyurl.com/ewvk2yzx
How Hayek can help us think throught competition on the distribution grid by weighing the "knowledge problem" and balancing planning with markets; thoughts on human-centered AI; reaction to Bill Gates' new climate note, and much more here:
www.douglewin.com/p/proposed-...
www.douglewin.com/p/proposed-...
Proposed Rate Increase Faces Opposition in Texas: Reading & Podcast Picks, November 2, 2025
Human-centered AI; Hayek's knowledge problem applied to electricity; Oncor's massive rate increase proposal; Bill Gates' note; why Texas keeps building wind and solar; and much more
www.douglewin.com
November 2, 2025 at 7:08 PM
How Hayek can help us think throught competition on the distribution grid by weighing the "knowledge problem" and balancing planning with markets; thoughts on human-centered AI; reaction to Bill Gates' new climate note, and much more here:
www.douglewin.com/p/proposed-...
www.douglewin.com/p/proposed-...
Listen here: tinyurl.com/4s42n82a
Building a Solar Supply Chain in Texas with T1's CEO Daniel Barcelo
Solar accounts for 75% of new power globally and China makes almost all of it. Can entrepreneurs tip the scales in America's favor? T1 is working on it — in Texas
www.douglewin.com
October 31, 2025 at 12:59 PM
Listen here: tinyurl.com/4s42n82a
Clean energy is full of opportunities for Texas, read more below
www.douglewin.com/p/the-energ...
www.douglewin.com/p/the-energ...
AI Data Centers Aren't Causing Higher Prices: Reading & Podcast Picks, October 26, 2025
WaPo on rising electricity costs; Bordoff & O'Sullivan on "the energy weapon"; critical minerals mining in Texas; EIA on demand growth in Texas; backup power for nursing homes; and much more
www.douglewin.com
October 27, 2025 at 6:49 PM
Clean energy is full of opportunities for Texas, read more below
www.douglewin.com/p/the-energ...
www.douglewin.com/p/the-energ...
Much more on that as well as the re-emergence of energy as a weapon in geopolitics, the rise of critical minerals and not-so-rare earths mining in Texas, the EIA on rising demand in Texas, and more here:
www.douglewin.com/p/the-energ...
www.douglewin.com/p/the-energ...
AI Data Centers Aren't Causing Higher Prices: Reading & Podcast Picks, October 26, 2025
WaPo on rising electricity costs; Bordoff & O'Sullivan on "the energy weapon"; critical minerals mining in Texas; EIA on demand growth in Texas; backup power for nursing homes; and much more
www.douglewin.com
October 26, 2025 at 5:27 PM
Much more on that as well as the re-emergence of energy as a weapon in geopolitics, the rise of critical minerals and not-so-rare earths mining in Texas, the EIA on rising demand in Texas, and more here:
www.douglewin.com/p/the-energ...
www.douglewin.com/p/the-energ...
More on batteries and other grid updates, including on Entergy's very expensive gas plants and the growth of ERCOT's large load queue here: #txlege #txenergy
www.douglewin.com/p/texas-lar...
www.douglewin.com/p/texas-lar...
Texas Large Load Queue Swells To Over 200 Gigawatts: Grid Roundup #81
ERCOT will provide updates on the large load interconnection process and the PUC will consider Industrial Consumers' request for rehearing; batteries stretch out as thermal outage season picks up
www.douglewin.com
October 23, 2025 at 10:01 PM
More on batteries and other grid updates, including on Entergy's very expensive gas plants and the growth of ERCOT's large load queue here: #txlege #txenergy
www.douglewin.com/p/texas-lar...
www.douglewin.com/p/texas-lar...