Doug Lewin
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douglewin.bsky.social
Doug Lewin
@douglewin.bsky.social
⚡ Energy Expert
🎙 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...
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
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...
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
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-...
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
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...
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
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...
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