Isaac Orr
@TheFrackingGuy
I grew up on a dairy farm in WI. Co-Founder at Always On Energy Research. Geology enthusiast. Tweets and typos are my own.
Unreliable energy advocates claim solar panels and battery storage are now able to deliver "baseload" power at a lower cost than coal or nuclear. But we ran the numbers in ERCOT, and solar and storage aren't low cost, they are the most expensive energy out there. A thread:
One major addition: -Energy reform. Focus on reliability and base-load and reduce the red tape. Once again become the engine of the Midwest for advanced manufacturing. We have the resources and location!
One major addition: -Energy reform. Focus on reliability and base-load and reduce the red tape. Once again become the engine of the Midwest for advanced manufacturing. We have the resources and location!
A report by pro-renewable @e2org finds that $22 billion in "clean" energy projects were entirely dependent on tax dollars. Without that ongoing public funding, the study finds, these projects are being canceled. Link below.
Let's take a look at @pjminterconnect's capacity auction, shall we? This market is tighter than a pair of skinny jeans. Only 17 MWs of capacity [solar, it would seem] was offered but did not clear (out of 134,205 MWs). 🧵
Backup Generation Within PJM Earns Another Stunning Price baconsrebellion.com/backup-generat…
Isn't this the one that you can outsource the emissions to a non participating state? Not sure about the specifics but I've heard this criticism of it!
Some really encouraging climate news (it's been awhile since I've been able to share any). RGGI is arguably the most effective cap-and-trade program in the U.S. eenews.net/articles/10-no…
PJM base capacity auction results are in. Hits the price cap, predicts that "some customers' bills" will go up 1.5% to 5%
DeRs SaVe On UpGrAdEs!
If not, how would you expand the footprint of the substation? The width of the transmission corridor? And at what cost? You claim the DER folks are academic, but stop and think about what it actually costs to upgrade Dx and TX and why those upgrades are happening
This is actually interesting.
It is hard to get your head around how stupendously large an electricity user a 2-5 gigawatt data center represents. A 5 gigawatt data center consumes on the order of 40 million megawatt-hours of electricity per year, as much electricity as the ENTIRE STATE of Nevada or Kansas!
PJM's Capacity Auction (BRA) for 2026/2027 just cleared at the cap for the entire market. This comes on the heel of Google's recent procurement of hydropower capacity in PJM, signaling no end to Big Tech's insatiable demand for datacenter power.
“Dad, why did all the chemical companies move their businesses from Europe to the United States?” “Fracking, son. Fracking.”
"Up to 40% of the EU's ethylene capacity is at high or medium risk of closure, including shutdowns announced since late 2024" -Wood Mackenzie. "ethylene production in Europe using naphtha costs $800 a metric ton, versus less than $400 a metric ton in the U.S."
Should be in the basement
Pee-wee Herman’s iconic red bicycle to be permanently displayed at the Alamo trib.al/p6hWGlf
Good time to move from the Midwest or Northeast to the South
Really wild how there are two housing markets now. If you live in the northeast or Midwest, prices are rising, everywhere around you. If you live in the south or west, prices are falling, everywhere around you. And if you live in Florida, the bottom’s falling out.
Time to fix this 💪
This is MISO's active generator interconnection queue. Only 4 types of power station will get built in the next 5 years: gas, wind, solar, batteries.Gas is only 33 GW in the queue. No one is planning on big new coal. Nukes are a blip (Duane Arnold restart in Iowa).
I love this ad campaign by Chevron in California.
IMM's state of the market reports on PJM have the numbers, for e.g see table below for 2024. I think the table is in more or less the same place every year or at least the same title so easy to find for other years too monitoringanalytics.com/reports/PJM_St…
This is why arguments that we need wind and solar to meet rising electricity demand are nonsense. You can install a lot of capacity and get very little for it.
We have 32 GW wind turbines connected to the grid That's 32,000 MW Last night actual generation fell to 214 MW That's 0.67% of installed capacity What's the point?? Chart from Elexon (BMRS) @Ed_Miliband @Keir_Starmer @ClaireCoutinho @AndrewBowie_MP @NJ_Timothy…
We have 32 GW wind turbines connected to the grid That's 32,000 MW Last night actual generation fell to 214 MW That's 0.67% of installed capacity What's the point?? Chart from Elexon (BMRS) @Ed_Miliband @Keir_Starmer @ClaireCoutinho @AndrewBowie_MP @NJ_Timothy…