Killian Daly
@energykillian.bsky.social
Power grid decarbonisation with focus on how carbon accounting, electricity markets, policy, PPAs and clean energy demand can drive grid decarb. CEO of NGO EnergyTag. Energy engineer and electro-intensive industry background. Irish born, Brussels based.
Reposted by Killian Daly
The juice is worth the squeeze.
Check out @energykillian.bsky.social on Transmission talking through how we can reform green certificates to make an energy system fit for future and close some huge loopholes in "green" supply today.
www.youtube.com/watch?v=slhg...
Check out @energykillian.bsky.social on Transmission talking through how we can reform green certificates to make an energy system fit for future and close some huge loopholes in "green" supply today.
www.youtube.com/watch?v=slhg...
The flexibility blind spot in carbon accounting with Killian Daly (EnergyTag)
YouTube video by Modo Energy
www.youtube.com
October 16, 2025 at 2:17 PM
The juice is worth the squeeze.
Check out @energykillian.bsky.social on Transmission talking through how we can reform green certificates to make an energy system fit for future and close some huge loopholes in "green" supply today.
www.youtube.com/watch?v=slhg...
Check out @energykillian.bsky.social on Transmission talking through how we can reform green certificates to make an energy system fit for future and close some huge loopholes in "green" supply today.
www.youtube.com/watch?v=slhg...
Clean power is cheap power. Let’s make it round the clock.
Enter batteries.
Enter batteries.
October 14, 2025 at 9:23 PM
Clean power is cheap power. Let’s make it round the clock.
Enter batteries.
Enter batteries.
Renewables + storage is the perfect match. Without storage, renewables hit a grid integration ceiling. With storage, the benefits of cheap renewables is made available even when there is no wind or sun. China seems to get this, with rapid buildout of pumped hydro show here (and batteries).
May 30, 2025 at 10:10 AM
Renewables + storage is the perfect match. Without storage, renewables hit a grid integration ceiling. With storage, the benefits of cheap renewables is made available even when there is no wind or sun. China seems to get this, with rapid buildout of pumped hydro show here (and batteries).
Reposted by Killian Daly
🗣️ “Renewables are already a cost-effective solution for Indian industry, and 24/7 clean power is the benchmark for the future of renewable procurement,” says EnergyTag Executive Director @energykillian.bsky.social
April 5, 2025 at 3:30 AM
🗣️ “Renewables are already a cost-effective solution for Indian industry, and 24/7 clean power is the benchmark for the future of renewable procurement,” says EnergyTag Executive Director @energykillian.bsky.social
@iea.org Electricity 2025 report out today. Electricity is increasingly the lifeblood of our economies. EU industrial prices are 2x the US and 1.5X China. Taxes, gas reliance, and inefficient renewable integration are all drivers. Solutions needed. iea.blob.core.windows.net/assets/38a95...
February 14, 2025 at 7:54 AM
@iea.org Electricity 2025 report out today. Electricity is increasingly the lifeblood of our economies. EU industrial prices are 2x the US and 1.5X China. Taxes, gas reliance, and inefficient renewable integration are all drivers. Solutions needed. iea.blob.core.windows.net/assets/38a95...
@iea.org says "Today, utility-scale batteries paired with solar PV are already competitive with new coal plants in some countries like India. In just the next few years, batteries + solar will be cheaper than new natural gas plants in the US & new coal in China" (Source: x.com/iea/status/1...)
February 12, 2025 at 8:48 AM
@iea.org says "Today, utility-scale batteries paired with solar PV are already competitive with new coal plants in some countries like India. In just the next few years, batteries + solar will be cheaper than new natural gas plants in the US & new coal in China" (Source: x.com/iea/status/1...)
Reposted by Killian Daly
🔌💡 Google released a novel study on the lifecycle emissions of AI accelerator chips, showing a 3x improvement in the carbon-efficiency of AI workloads over two generations. We also report average market-based electricity emissions calculated on a 24/7 basis. More: cloud.google.com/blog/topics/...
TPUs improved carbon-efficiency of AI workloads by 3x | Google Cloud Blog
A new study finds that TPU hardware has seen a 3x improvement in the carbon-efficiency of AI workloads from TPU v4 to Trillium.
cloud.google.com
February 6, 2025 at 3:01 PM
🔌💡 Google released a novel study on the lifecycle emissions of AI accelerator chips, showing a 3x improvement in the carbon-efficiency of AI workloads over two generations. We also report average market-based electricity emissions calculated on a 24/7 basis. More: cloud.google.com/blog/topics/...
Reposted by Killian Daly
Working on getting those prices down I see.
January 27, 2025 at 4:02 PM
Working on getting those prices down I see.
Reposted by Killian Daly
Trump demands to be the center of attention. It's hard not to see Trump 2.0 as the biggest energy story in the world. But China begs to differ: China built 277 GW of solar (877 GW total now!) & 80 GW of wind (521 GW total) in 2024. That, as Trump would say, is 'uge!
electrek.co/2025/01/21/c... 🔌💡
electrek.co/2025/01/21/c... 🔌💡
China installed a record capacity of solar and wind in 2024 – in numbers
China saw monumental solar and wind growth in 2024, according to data released today by its National Energy Administration (NEA).
electrek.co
January 22, 2025 at 2:25 AM
Trump demands to be the center of attention. It's hard not to see Trump 2.0 as the biggest energy story in the world. But China begs to differ: China built 277 GW of solar (877 GW total now!) & 80 GW of wind (521 GW total) in 2024. That, as Trump would say, is 'uge!
electrek.co/2025/01/21/c... 🔌💡
electrek.co/2025/01/21/c... 🔌💡
China is still Coal powered, and that keeps growing. Renewable expansion is rapid, but coal is still King.
January 22, 2025 at 5:48 AM
China is still Coal powered, and that keeps growing. Renewable expansion is rapid, but coal is still King.
Battery storage has often been built on the back of grid service revenues. In relatively mature markets like the UK, these revenues are drying up fast. Batteries will become more reliant on unpredictable energy arbitrage. Other revenue streams will be key (e.g 24/7 PPAs) #energysky
January 9, 2025 at 9:02 AM
Battery storage has often been built on the back of grid service revenues. In relatively mature markets like the UK, these revenues are drying up fast. Batteries will become more reliant on unpredictable energy arbitrage. Other revenue streams will be key (e.g 24/7 PPAs) #energysky
Reposted by Killian Daly
Very important point. I find a lot of unproductive discussions on wind and solar vs alternatives comes down to local variations like this.
If you don't have dunkelflautes, or if you have enough transmission, you really can avoid the need for most (if not all) clean firm generation.
🔌💡
If you don't have dunkelflautes, or if you have enough transmission, you really can avoid the need for most (if not all) clean firm generation.
🔌💡
Dunkelflaute - no wind, no sun for weeks - isn't an Australian problem. 42 years of weather data show widespread dips last hours or a day, never weeks. Winter monthly output has never been lower than 70% of average. Long duration energy storage... https://youtube.com/shorts/kiKCnACikpY?feature=share
January 7, 2025 at 11:55 AM
Very important point. I find a lot of unproductive discussions on wind and solar vs alternatives comes down to local variations like this.
If you don't have dunkelflautes, or if you have enough transmission, you really can avoid the need for most (if not all) clean firm generation.
🔌💡
If you don't have dunkelflautes, or if you have enough transmission, you really can avoid the need for most (if not all) clean firm generation.
🔌💡
Reposted by Killian Daly
Dunkelflaute - no wind, no sun for weeks - isn't an Australian problem. 42 years of weather data show widespread dips last hours or a day, never weeks. Winter monthly output has never been lower than 70% of average. Long duration energy storage... https://youtube.com/shorts/kiKCnACikpY?feature=share
January 7, 2025 at 2:32 AM
Dunkelflaute - no wind, no sun for weeks - isn't an Australian problem. 42 years of weather data show widespread dips last hours or a day, never weeks. Winter monthly output has never been lower than 70% of average. Long duration energy storage... https://youtube.com/shorts/kiKCnACikpY?feature=share
Reposted by Killian Daly
The Biden administration has finalized rules for the IRA's lucrative — and contentious — clean hydrogen tax credits that hold fast on key climate safeguards, despite industry pushback. Will the Trump administration honor or undermine those safeguards? www.canarymedia.com/articles/hyd... #energysky
Biden’s clean hydrogen tax credits are officially decided — for now
The contentious rules for the Inflation Reduction Act’s hydrogen subsidies have been finalized. But Trump could weaken them — or rewrite the rules…
www.canarymedia.com
January 8, 2025 at 2:47 PM
The Biden administration has finalized rules for the IRA's lucrative — and contentious — clean hydrogen tax credits that hold fast on key climate safeguards, despite industry pushback. Will the Trump administration honor or undermine those safeguards? www.canarymedia.com/articles/hyd... #energysky
New NREL modelling of 61 scenarios of US power sector thru 2050 is out. Under a current policies mid case, solar and wind look set to dominate with nuclear and gas still very much in the mix and storage ramping significantly #energysky (1/n)
January 7, 2025 at 11:20 PM
New NREL modelling of 61 scenarios of US power sector thru 2050 is out. Under a current policies mid case, solar and wind look set to dominate with nuclear and gas still very much in the mix and storage ramping significantly #energysky (1/n)
45v is solid for green hydrogen and also avoids the worst loopholes for blue hydrogen. EU regulators should take note as blue h2 rules are finalised here
In summary, the final rules prohibit the worst-case outcomes. They leave open the door to qualify conventional fossil H2 through methane offsets, but (1) that's primarily a risk for new H2 production lines rather than existing or modified facilities and (2) the supply of eligible offsets is limited.
January 7, 2025 at 10:36 PM
45v is solid for green hydrogen and also avoids the worst loopholes for blue hydrogen. EU regulators should take note as blue h2 rules are finalised here
Reposted by Killian Daly
Emily Grubert (@gruberte.bsky.social), Wilson Ricks (@wilsonar.bsky.social), and I wrote a short piece on the role of methane offsets in the final § 45V hydrogen production tax credit rules.
tl;dr safeguards in the new rules will avoid the worst-case outcomes, but offsetting remains open for new H2
tl;dr safeguards in the new rules will avoid the worst-case outcomes, but offsetting remains open for new H2
Methane Offsets in the Final Hydrogen Production Tax Credit Regulations - Kleinman Center for Energy Policy
Energy policy research from the University of Pennsylvania
kleinmanenergy.upenn.edu
January 7, 2025 at 6:12 PM
Emily Grubert (@gruberte.bsky.social), Wilson Ricks (@wilsonar.bsky.social), and I wrote a short piece on the role of methane offsets in the final § 45V hydrogen production tax credit rules.
tl;dr safeguards in the new rules will avoid the worst-case outcomes, but offsetting remains open for new H2
tl;dr safeguards in the new rules will avoid the worst-case outcomes, but offsetting remains open for new H2
Reposted by Killian Daly
@mliebreich.bsky.social gives a masterful summary of Energy and AI, and good to get a call out. Given the significant load growth coming, we must get the carbon accounting right. Being really green is hard, claiming to be green is easy under today’s norms…
about.bnef.com/blog/liebrei...
about.bnef.com/blog/liebrei...
Liebreich: Generative AI – The Power and the Glory | BloombergNEF
This year will go down in history as the year the energy sector woke up to AI. This is also the year AI woke up to energy. Is the data center power frenzy just the latest of a long line of energy sect...
about.bnef.com
January 7, 2025 at 8:53 PM
@mliebreich.bsky.social gives a masterful summary of Energy and AI, and good to get a call out. Given the significant load growth coming, we must get the carbon accounting right. Being really green is hard, claiming to be green is easy under today’s norms…
about.bnef.com/blog/liebrei...
about.bnef.com/blog/liebrei...
Liebreich: Generative AI – The Power and the Glory | BloombergNEF
This year will go down in history as the year the energy sector woke up to AI. This is also the year AI woke up to energy. Is the data center power frenzy just the latest of a long line of energy sect...
about.bnef.com
January 6, 2025 at 10:26 PM
@mliebreich.bsky.social gives a masterful summary of Energy and AI, and good to get a call out. Given the significant load growth coming, we must get the carbon accounting right. Being really green is hard, claiming to be green is easy under today’s norms…
about.bnef.com/blog/liebrei...
about.bnef.com/blog/liebrei...
Final 45v Clean Hydrogen tax credit rules are out today.
For electrolytic hydrogen, the three pillars of hourly matching, deliverability and incrementality remain despite some flexibilities.
This will change clean power sourcing and accounting.
home.treasury.gov/news/press-r...
For electrolytic hydrogen, the three pillars of hourly matching, deliverability and incrementality remain despite some flexibilities.
This will change clean power sourcing and accounting.
home.treasury.gov/news/press-r...
U.S. Department of the Treasury Releases Final Rules for Clean Hydrogen Production Tax Credit
Final rules include significant changes and flexibilities to provide investment certainty and drive deployment of clean hydrogenWASHINGTON – Today, the U.S. Department of the Treasury (Treasury) and I...
home.treasury.gov
January 3, 2025 at 7:22 PM
Final 45v Clean Hydrogen tax credit rules are out today.
For electrolytic hydrogen, the three pillars of hourly matching, deliverability and incrementality remain despite some flexibilities.
This will change clean power sourcing and accounting.
home.treasury.gov/news/press-r...
For electrolytic hydrogen, the three pillars of hourly matching, deliverability and incrementality remain despite some flexibilities.
This will change clean power sourcing and accounting.
home.treasury.gov/news/press-r...
Reposted by Killian Daly
At long last, the US Treasury Dept has finalized rules for the clean hydrogen tax credit (45V). home.treasury.gov/news/press-r...
In general, the rules are based on a strong set of environmental safeguards to ensure "clean" hydrogen is truly clean & provide the certainty industry needs to build.
🔌💡
In general, the rules are based on a strong set of environmental safeguards to ensure "clean" hydrogen is truly clean & provide the certainty industry needs to build.
🔌💡
home.treasury.gov
January 3, 2025 at 2:43 PM
At long last, the US Treasury Dept has finalized rules for the clean hydrogen tax credit (45V). home.treasury.gov/news/press-r...
In general, the rules are based on a strong set of environmental safeguards to ensure "clean" hydrogen is truly clean & provide the certainty industry needs to build.
🔌💡
In general, the rules are based on a strong set of environmental safeguards to ensure "clean" hydrogen is truly clean & provide the certainty industry needs to build.
🔌💡
EU Solar Deployment is crumbling. One of the key factors is declining capture rates due to a lack of flexibility in the system and and a lack of focus on system integration. PPAs and CfD must go more hydrid with storage from now on to integrate more solar api.solarpowereurope.org/uploads/Sola...
December 17, 2024 at 1:26 PM
EU Solar Deployment is crumbling. One of the key factors is declining capture rates due to a lack of flexibility in the system and and a lack of focus on system integration. PPAs and CfD must go more hydrid with storage from now on to integrate more solar api.solarpowereurope.org/uploads/Sola...
Reposted by Killian Daly
This is huge: China's refined oil consumption peaked in 2023, says the research arm of the China National Petroleum Corporation (CNPC). Will decline 1.3% in 2024, despite ~4.8% GDP growth projected this year. Why? EVs! (Mostly) www.reuters.com/world/china/... 🔌💡 🔌🚗
China’s oil consumption peaked in 2023, CNPC says
China's refined oil consumption peaked in 2023 at 399 million metric tons (7.98 million barrels per day) and is expected to fall 1.3% to 394 million tons in 2024, CNPC Economics & Technology Research Institute said on Friday.
www.reuters.com
December 15, 2024 at 4:01 PM
This is huge: China's refined oil consumption peaked in 2023, says the research arm of the China National Petroleum Corporation (CNPC). Will decline 1.3% in 2024, despite ~4.8% GDP growth projected this year. Why? EVs! (Mostly) www.reuters.com/world/china/... 🔌💡 🔌🚗
Germany and energy. Two pictures:
1) Germany, like most of the EU has energy prices that are too high, volatile and reliant on imported gas. This is dragging it's economy down.
2) Germany does not invest enough. As investing in clean electricity is the ONLY way out of the bind, it must do more.
1) Germany, like most of the EU has energy prices that are too high, volatile and reliant on imported gas. This is dragging it's economy down.
2) Germany does not invest enough. As investing in clean electricity is the ONLY way out of the bind, it must do more.
December 16, 2024 at 1:17 PM
Germany and energy. Two pictures:
1) Germany, like most of the EU has energy prices that are too high, volatile and reliant on imported gas. This is dragging it's economy down.
2) Germany does not invest enough. As investing in clean electricity is the ONLY way out of the bind, it must do more.
1) Germany, like most of the EU has energy prices that are too high, volatile and reliant on imported gas. This is dragging it's economy down.
2) Germany does not invest enough. As investing in clean electricity is the ONLY way out of the bind, it must do more.
Consequential emissions analysis uses counterfactuals to estimate emissions avoided by an action. New NREL looks at this for the power sector. In theory, this is the best way to think about power sector interventions, BUT in practice, there is not good way yet (1/3)... www.nrel.gov/docs/fy25ost...
December 16, 2024 at 8:58 AM
Consequential emissions analysis uses counterfactuals to estimate emissions avoided by an action. New NREL looks at this for the power sector. In theory, this is the best way to think about power sector interventions, BUT in practice, there is not good way yet (1/3)... www.nrel.gov/docs/fy25ost...