Doug Lewin
@douglewinenergy
Author, Texas Energy & Power Newsletter; Host, Energy Capital Podcast; President, Stoic Energy; http://linktr.ee/douglewin
China installed 400 GW of new power last year, over 350 gigawatts of solar and wind. The U.S.? Just 63. We talk a big game about leading on AI, chips, and reshoring manufacturing. But where’s the electricity going to come from? Some say natural gas can replace renewables. But…
The Investment Tax Credit for solar was put in place in the Energy Policy Act of 2005 passed by a Republican House, Republican Senate, and signed by George W. Bush. Because of the federal budget bill, consumers will now pay a lot more for power from a less reliable grid.
Biden's Inflation Reduction Act expanded wind and solar subsidies that distorted the energy market. This administration's focus on common sense energy solutions will see reality replace subsidies and encourage sound energy investments. wsj.com/opinion/the-re…
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!
"We project that 2GW and 5GW data centers will be needed to develop single advanced AI models for Anthropic in 2027 and 2028, respectively. With several other U.S. companies developing frontier AI models, we expect total frontier AI training demands in America to reach 20-25GW in…
As the Texas Legislature convenes in a special session, in part to address flooding after the July 4 Kerr tragedy, we found that they repeatedly underfunded such efforts & did not pass key recommended legislation to help rural communities w/ @LChurchilll propublica.org/article/texas-…
Rush for US gas plants drives up costs, lead times | Reuters share.google/soEmy8lqIcvQRR…
Nothing says you believe in energy dominance quite like doing whatever you can to hobble investments in energy infrastructure. via @NYTimes nytimes.com/2025/07/23/cli…
This is Energy Incontinence, not Energy Dominance. nytimes.com/2025/07/23/cli…
Today was the highest electricity demand day of the year so far in Texas. Renewables again produced over 50% of the needed power at the time of peak demand. No conservation call, no energy emergency, no drama. Just low wholesale power prices—again. #txlege #txenergy
@douglewinenergy coined all of this "Energy Submission": douglewin.com/p/energy-submi…
Higher Energy Costs From the OBBB: Reading & Podcast Picks, July 22, 2025, by @douglewinenergy open.substack.com/pub/douglewin/…
This was expected, this is going to sting. Expect electricity bills to continue to rise in the region and energy affordability concerns to be top of mind at kitchen tables and for politicians (at least the shrewd ones)
PJM capacity auction results for 2026/27 delivery are in. $329/MW-day. Hits price cap! More pressure from states on electricity bills will be forthcoming after this
Heyofab to make it to the @douglewinenergy hot takes hot list. I LOVE pods with investors as my hosts. This one was a blast with a French Guy and a British Guy who ended it chastising their own regulators for "writing too many papers". @MegaWattXinfo douglewin.com/p/higher-energ… A++
I was on Texas Public Radio yesterday talking about the federal budget bill; a Columbia study quantifies the significant damage to American manufacturing from the OBBB; data center rules and regulations start to take shape. That and much more here: douglewin.com/p/higher-energ…
I was on Texas Public Radio yesterday talking about the federal budget bill; a Columbia study quantifies the significant damage to American manufacturing from the OBBB; data center rules and regulations start to take shape. That and much more here: douglewin.com/p/higher-energ…
Based on recent experience, most energy analysts think new nuclear unites will take over a decade and cost tens of billions of dollars. Matt Loszak and Aalo Atomics are trying to flip that completely on its head. Instead of building a gigawatt or two per decade… what if we…
"Coal has exhibited reliability problems in serving the grid... From July 11 to July 12, 5,019 MW of coal-fired generation was offline across ERCOT—totaling 36.9% of the system’s accredited coal capacity of 13,596 MW." pv-magazine-usa.com/2025/07/22/sol…
Breaking News: Speaker Mike Johnson said he would shut down the House until September to block a vote on calling for the release of the Jeffrey Epstein files. nyti.ms/4nZtblR
Solar + storage = reliability
One of the hottest days of the year so far in Texas: 53% of the power on peak is coming from solar & wind. Wholesale power is ~$20 per megawatt-hour or 2 cents per kilowatt-hour. No conservation calls, no energy emergencies. ~20 gigawatts of extra power just sitting around.
Abundance vs. Conservation: today 35C/95F in Texas. They build energy like crazy. People use tons of a/c and don't about conservation. Result? A low-carbon grid with USD$.02/kwH electricity today. For energy prices, energy costs *and* climate, the solution is to let people build!
One of the hottest days of the year so far in Texas: 53% of the power on peak is coming from solar & wind. Wholesale power is ~$20 per megawatt-hour or 2 cents per kilowatt-hour. No conservation calls, no energy emergencies. ~20 gigawatts of extra power just sitting around.
One of the hottest days of the year so far in Texas: 53% of the power on peak is coming from solar & wind. Wholesale power is ~$20 per megawatt-hour or 2 cents per kilowatt-hour. No conservation calls, no energy emergencies. ~20 gigawatts of extra power just sitting around.
I'll be on @TPRNews' The Source with @DavidMartinDavi starting at noon. We'll talk about the future of the Texas grid and the impacts of the federal budget bill. You can listen live here: tpr.org