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.
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).
@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...)
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
System costs around the $6-7k billion mark. What I find super interesting is that the zero emissions 2035 system is only 13.5% more expensive than the baseline case. System decarbonisation is cheap, and this is without counting the enormous societal benefits. www.nrel.gov/docs/fy25ost...
January 7, 2025 at 11:41 PM
System costs around the $6-7k billion mark. What I find super interesting is that the zero emissions 2035 system is only 13.5% more expensive than the baseline case. System decarbonisation is cheap, and this is without counting the enormous societal benefits. www.nrel.gov/docs/fy25ost...
The evolution of generation by technology across all scenarios shows the inevitable rise of renewables which dominate growth. Gas largely decreases or flatlines, gas ccs increases. Storage also set to grow to support renewable integration. New technologies also will have a role but coal is toast..
January 7, 2025 at 11:20 PM
The evolution of generation by technology across all scenarios shows the inevitable rise of renewables which dominate growth. Gas largely decreases or flatlines, gas ccs increases. Storage also set to grow to support renewable integration. New technologies also will have a role but coal is toast..
When there is a 2035 100 % emissions reduction constraint, wind squeezes out natural gas much more than under current policies…
January 7, 2025 at 11:20 PM
When there is a 2035 100 % emissions reduction constraint, wind squeezes out natural gas much more than under current policies…
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)
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...
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...
Ultimately the only way to make the transition a lock-in is to make fossil the expensive option. In the transport sector this is already the case in the world’s largest market and will become the case everywhere in the coming years. Producers who don’t go EV will die.
December 15, 2024 at 11:24 PM
Ultimately the only way to make the transition a lock-in is to make fossil the expensive option. In the transport sector this is already the case in the world’s largest market and will become the case everywhere in the coming years. Producers who don’t go EV will die.
Annual or hourly matching for electricity carbon accounting? This question may seem like a "detail". Not at all. Hourly matching of clean generation ensures clean electrolytic hydrogen, annual matching is labeled clean but is heavily fossil-reliant. www.resources.org/common-resou....
December 13, 2024 at 7:53 AM
Annual or hourly matching for electricity carbon accounting? This question may seem like a "detail". Not at all. Hourly matching of clean generation ensures clean electrolytic hydrogen, annual matching is labeled clean but is heavily fossil-reliant. www.resources.org/common-resou....
I don't think people understand quite how transformative solar and battery storage is becoming. These tender prices yesterday from India are incredible. ≈ 40 $/MWh for solar + 4 hour BESS. A baseload could be constructed for ≈ 50 $/MWh. 24/7 clean power is coming. www.linkedin.com/posts/amol-p...
December 10, 2024 at 8:09 AM
I don't think people understand quite how transformative solar and battery storage is becoming. These tender prices yesterday from India are incredible. ≈ 40 $/MWh for solar + 4 hour BESS. A baseload could be constructed for ≈ 50 $/MWh. 24/7 clean power is coming. www.linkedin.com/posts/amol-p...
The EV age. Energy transitions in major economies take decades... they said. What China has done in half a decade is incredible, EVs at 50% of sales already. The EU and US need to up their game. www.bloomberg.com/news/article...
December 2, 2024 at 8:56 AM
The EV age. Energy transitions in major economies take decades... they said. What China has done in half a decade is incredible, EVs at 50% of sales already. The EU and US need to up their game. www.bloomberg.com/news/article...
Hourly matching of clean power and generation could transform the battery revenue stack - potentially more important than power sales. New study from UK power system operator and Afry shows. afry.com/en/events/24...
November 29, 2024 at 1:16 PM
Hourly matching of clean power and generation could transform the battery revenue stack - potentially more important than power sales. New study from UK power system operator and Afry shows. afry.com/en/events/24...
China is the big grid decarb challenge. Coal still dominates at 60% of generation. But wind and especially solar deploying at warp speed. ~200 GW more solar coming this year. Now, to avoid running integration issues - storage and demand flex key.
November 25, 2024 at 10:08 PM
China is the big grid decarb challenge. Coal still dominates at 60% of generation. But wind and especially solar deploying at warp speed. ~200 GW more solar coming this year. Now, to avoid running integration issues - storage and demand flex key.
Solar and AC. A match. This chart from NREL shows how solar helps meet peak summer load in Texas. Demand growth from AC globally will far outstrip Data Centres. Much of this in sunny places like Texas. When demand matches solar good things will happen. www.nrel.gov/docs/fy25ost...
November 25, 2024 at 9:54 PM
Solar and AC. A match. This chart from NREL shows how solar helps meet peak summer load in Texas. Demand growth from AC globally will far outstrip Data Centres. Much of this in sunny places like Texas. When demand matches solar good things will happen. www.nrel.gov/docs/fy25ost...
PPAs are how companies buy clean power. This is a great graphical overview from @luca-pedretti.bsky.social at Pexapark of the inevitable evolution of PPA markets.
Start with single-tech and progressively move towards multi-technology PPAs, with 24/7 PPAs as the end goal.
Start with single-tech and progressively move towards multi-technology PPAs, with 24/7 PPAs as the end goal.
November 25, 2024 at 1:15 PM
PPAs are how companies buy clean power. This is a great graphical overview from @luca-pedretti.bsky.social at Pexapark of the inevitable evolution of PPA markets.
Start with single-tech and progressively move towards multi-technology PPAs, with 24/7 PPAs as the end goal.
Start with single-tech and progressively move towards multi-technology PPAs, with 24/7 PPAs as the end goal.
November 21, 2024 at 5:44 PM
The battery age. Prices <100 $/kWh. Multiples this a few years back. Ultra cheap solar + batteries is a formidable firmed renewable combination. A wrecking ball for gas.
November 20, 2024 at 9:56 PM
The battery age. Prices <100 $/kWh. Multiples this a few years back. Ultra cheap solar + batteries is a formidable firmed renewable combination. A wrecking ball for gas.
This heatmap (based on free @electricitymaps.bsky.social data) shows hourly clean electricity % in 147 zones, 55 countries. Annual data remains the norm but only hourly data can inform the right operational and investment decisions. See blog here: energytag.org/its-about-ti...
November 19, 2024 at 11:43 AM
This heatmap (based on free @electricitymaps.bsky.social data) shows hourly clean electricity % in 147 zones, 55 countries. Annual data remains the norm but only hourly data can inform the right operational and investment decisions. See blog here: energytag.org/its-about-ti...
Europe urgently needs more storage to integrate renewables, but the market spreads are incredibly hard to predict, raising risk and cost of capital. Long-term contracts that can integrate storage would help, but all too niche still. www.woodmac.com/news/opinion...
November 15, 2024 at 2:55 PM
Europe urgently needs more storage to integrate renewables, but the market spreads are incredibly hard to predict, raising risk and cost of capital. Long-term contracts that can integrate storage would help, but all too niche still. www.woodmac.com/news/opinion...