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.
Hmm. Yes I have seen the Meta Louisiana 2GW new gas story mentioned in the IEA report… do you have other public examples like that ? Also have seen NextEra saying new gas turbines have long lead times rn wonder how that’s affecting things ?
report.do
May 26, 2025 at 9:30 PM
Hmm. Yes I have seen the Meta Louisiana 2GW new gas story mentioned in the IEA report… do you have other public examples like that ? Also have seen NextEra saying new gas turbines have long lead times rn wonder how that’s affecting things ?
For sure, but I guess 80 % renewables plus storage and 20% grid is better than 100% grid for example? Or definitely better than 80% gas and 20% grid, seems like that’s the point the IEA is making
May 26, 2025 at 8:02 PM
For sure, but I guess 80 % renewables plus storage and 20% grid is better than 100% grid for example? Or definitely better than 80% gas and 20% grid, seems like that’s the point the IEA is making
I guess I was referring to physical PPAs or DCs with onsite renewables and a grid connection rather with residual power coming from the grid. I understood that currently DC have limited ability to load shift around the world, but indeed that would be ideal if scalable
May 26, 2025 at 7:14 PM
I guess I was referring to physical PPAs or DCs with onsite renewables and a grid connection rather with residual power coming from the grid. I understood that currently DC have limited ability to load shift around the world, but indeed that would be ideal if scalable
super interesting @solarchase.bsky.social, has BNEF looked at optimal strategies for sourcing the power needed to meet this growth? IEA analysis finds that hybrid renewables are already cost competitive (see pg 85 of Energy and AI report), iea.blob.core.windows.net/assets/34eac...
May 26, 2025 at 3:38 PM
super interesting @solarchase.bsky.social, has BNEF looked at optimal strategies for sourcing the power needed to meet this growth? IEA analysis finds that hybrid renewables are already cost competitive (see pg 85 of Energy and AI report), iea.blob.core.windows.net/assets/34eac...
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
Absolutely and the % decrease is remarkable. Just a reminder that despite the great renewable capacity numbers we see a lot , coal still on the risk in absolute terms
January 22, 2025 at 7:51 AM
Absolutely and the % decrease is remarkable. Just a reminder that despite the great renewable capacity numbers we see a lot , coal still on the risk in absolute terms
Super interesting, have been following the RTC tenders a bit in India. Also in EU, PPA are becoming more hydrid with single tech solar becoming a very hard sell in markets like Spain this shift is inevitable eventually
January 8, 2025 at 12:17 AM
Super interesting, have been following the RTC tenders a bit in India. Also in EU, PPA are becoming more hydrid with single tech solar becoming a very hard sell in markets like Spain this shift is inevitable eventually
Hope that works not sure what happened above
January 8, 2025 at 12:08 AM
Hope that works not sure what happened above
www.nrel.gov
January 8, 2025 at 12:07 AM
Good point, seems BESS costs are nose diving out of China and even hefty tariffs would still make their assumption look conservative.
January 8, 2025 at 12:01 AM
Good point, seems BESS costs are nose diving out of China and even hefty tariffs would still make their assumption look conservative.
Fair point I was also curious about this. Perhaps a combination of factors such as load growth and other parts of the us not decarbonising as aggressively as CA.
January 7, 2025 at 11:58 PM
Fair point I was also curious about this. Perhaps a combination of factors such as load growth and other parts of the us not decarbonising as aggressively as CA.
Great question would love to see the numbers here also. This will come faster than folks think. Check out this project which runs the numbers for the US, up to 90 % clean firm off grid but more for data centres. www.offgridai.us
Fast, scalable, clean, and cheap enough
How off-grid solar microgrids can power the AI race
www.offgridai.us
January 7, 2025 at 11:46 PM
Great question would love to see the numbers here also. This will come faster than folks think. Check out this project which runs the numbers for the US, up to 90 % clean firm off grid but more for data centres. www.offgridai.us