Chase Peterson
@chasepetr
milli thoughts about megawatts
Trump Trounces "Modestly Successful Comedian... Dictator" Zelenksy After Ukraine Leader Revives Debunked Russiagate Narrative zerohedge.com/geopolitical/r…
Trump Trounces "Modestly Successful Comedian... Dictator" Zelenksy After Ukraine Leader Revives Debunked Russiagate Narrative zerohedge.com/geopolitical/r…
Literal crime lol. Bro just deposited ~$175M $ETH into Coinbase Prime (surely to buy)
In my opinion, its a great time to add $ETH. You can thank me later.
Calpine to sell 3.5 GW in PJM to avoid market power concerns from Constellation merger utilitydive.com/news/calpine-c… via @UtilityDive
PJM's 26/27 capacity prices almost exactly match the annualized cost of this Costco generator. Found the marginal unit.
The CDR is not a forecast, its a giant CYA operation for the Governor and legislature full stop. To that point, any forecast from the ISO is a CYA. Make your own forecasts. Do your part as a market participant.
Would love to see penetration/load records in the perspective of the entire Western/Eastern interconnect. Seems like only ERCOT gives a real view as to what penetration levels operators can really handle.
If you were to awake today for the first time in 6 months and read the @DallasFed quarterly energy survey, you may think Joe Biden is still at the White House. Few times have I seen the American oil and gas industry so unhappy with Washington's policy | #OOTT
Coinbase files to launch Natural Gas futures Mar 17, 2025, pending CFTC OK Diversifying into energy markets! #natgas #Coinbase
Okay hear me out. I give you the US gas and power political compass
Me responding to risk’s question about my position.
I am willing to give an academic lecture at the university, on the condition that they provide two business class air tickets, five-star hotel accommodation, and a generous lecture fee.
In other corners of the energy market, very interesting moves on thermal coal, with benchmark Newcastle coal (from Australia) flirting with the $100-a-tone level. China, India and Indonesia responding with higher output to three years of sky high prices.
Makes ya… hungry…
Dumped another 1.5 feet overnight at 6200 feet near Donner Summit, CA. What a beautiful morning. #CAwx
LADWP faking out CA at intermountain for years. Think this also applies to the data center + gas private network stuff that’s apparently part of the “vibe shift.”
Building gas fired generation that is CCS and hydrogen enabled is the new version of net zero 20XX claims. Companies can frame themselves as environmentally responsible without spending any real money today and, while both are possible in theory, none of it will actually happen.
Tough result for my friends at EDF. Renewables going though a do or die moment.
$SHEL Shell Takes $1 Billion Hit on Wind Farm (Bloomberg) Shell Plc said it has written off almost $1 billion and withdrawn from a US offshore wind farm. It’s the latest illustration of the reversal experienced by the nascent American offshore wind industry, which was…
Suffering this year.
This map is mind blowing. It highlights areas that have had a lower average temperature than Anchorage, Alaska this January, where it has been 13 degrees warmer than average. Parts of three dozen states have been colder than Anchorage, as far south as western North Carolina.