Jigar Shah

Solid WaPo editorial: "In the long run, tariffs don’t hurt American consumers because they cause inflation or tank the stock market; they hurt because they make it harder for people to get the things they want." washingtonpost.com/opinions/2025/…

“flexible gas, fast ramping, high-heat rate gas combined with wind, solar and batteries either on a co-located site” is next generation baseload unsubsidized at 75 to 85 dollar range per megawatt hour in Texas. podcasts.apple.com/us/podcast/sun…

Delighted to meet @JigarShahDC and @cleantechforeu today to discuss clean tech financing and mobilising capital for the clean energy transition. Great to hear Jigar’s experience scaling up first-of-a-kind technologies.

Impressive parking mandate reform just passed Chicago.

American water use is all about agriculture, not housing or data centers. slowboring.com/p/theres-plent…

Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the population. Prices are a factor 4 lower compared to 20 years ago. And 90% of…

The US agency responsible for maintaining and designing the nation’s cache of nuclear weapons was among those breached by a hack of Microsoft’s SharePoint document management software bloomberg.com/news/articles/…

Hershey is increasing their prices by 20% due to higher prices from tariffs. And take a wild guess who is paying for all of it?

Toyota is up +8% on the news of a 15% tariff. Why? It's simple. Ford, GM, Tesla, and all the other American manufacturers are going to be paying 50% more for their steel, 50% more for their copper, 25% more for their Canadian production, 25% more for their Mexican production,…

Great chat with the Open Circuit crew about what energy people should know about food, and what food people can learn from the energy revolution. For some reason @JigarShahDC seems a bit bearish about politics these days! Link below.

🧵New report drop: @TheBrattleGroup + @cleanaircatf just released a must-read on optimizing grid infra to meet load growth, with a treasure trove of actionable ideas. Two stand out in particular: 𝟭) 𝗠𝗶𝗻𝗶𝗺𝗶𝘇𝗲 𝘁𝗵𝗲 𝗻𝗲𝗲𝗱 𝗳𝗼𝗿 𝘁𝗿𝗮𝗻𝘀𝗺𝗶𝘀𝘀𝗶𝗼𝗻…