Including Musk’s own xAI in Memphis running old, uncontrolled gas turbines.
dailymemphian.com/subscriber/s...

And Musk stands to benefit, of course
dailymemphian.com/subscriber/s...

It’s $250 and 2 months for CEII through SERTP.

Thanks, I’m aware of these and will be at the meeting in Birmingham in 2 weeks. We asked SERTP to study the Carbon Plan through the public policy request process setup after FERC Order 1000 every year since HB951 passed. SERTP has declined. In fact SERTP has never done a public policy study.

If you’re looking to join the meeting, there was a link to register, nit sure if you can still get it. It’s scheduled till 12:30pm ET betterenergy.zoom.us/webinar/regi...

DEC and DEP, slides here www.duke-energy.com/-/media/pdfs...

I like that they are talking about a glide path. The slope of the glide path matters a lot.

“Duke is the size of some organized markets” lol

Not clear from the slides how Duke will incorporate the results of its Multi-Value Strategic Transmission planning process into the IRP.
#energysky

Thanks! I couldn’t find justification for the 7% either and haven’t gotten an answer from TVA folks yet.

Cool, I will check those out. And I encourage you to check with advocates on the ground working on these issues before calling for big changes like privatizing TVA. Happy to chat on the phone through how we are thinking about this potential issue.

So then why is TVA using a 7% discount rate in its IRP? I’m really asking, I can’t figure out how they got to that figure given their bond structure.

Never said state regs were perfect or even good in the Southeast. I was an intervenor in the Vogtle docket, what did you do to make change using the system we have? I’m all about discussing how to change the system, but we need to work within in the meantime.

TVA gets no federal funds. No subsidies happening. It’s operated like a private utility that just happens to still be owned by the federal government. Privatization would open it up to state regulation, or improving federal regulation would bring it back to its original mission.

Correction, 3,000-20,000 MW, I couldn't see the numbers on the chart. But from these tables, it's clear that the ranges and "planned actions" are too vague to mean anything.

Wouldn't that just allow them to keep behaving like Duke and Southern? I'm not convinced privatization alone is the answer. Instead take TVA back to its original New Deal mission and governance, roll back the semi-privatization that occurred in 2005.