Lusty

5.7K posts

Lusty

Lusty

@PoW_Blockspace

Ideas on ⚡️markets | #GridShare Co-Founder; DMLP market research & electricity distribution design. #dKWh

Pacific Republic Beigetreten Haziran 2023
101 Folgt285 Follower
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Lusty
Lusty@PoW_Blockspace·
Lusty@PoW_Blockspace

@SSRN 3) The missing-market layer is the real issue. With no financial hedge for deliverability, all risk gets socialised through grid capex, insurance, & retail riders. Prices look “stable,” but the risk is just hidden, borne by "policy" ratepayers instead of priced by markets.

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Lusty
Lusty@PoW_Blockspace·
@a_swick @teslavangelist @JigarShahDC Why, the grid edge is designed to peak, there's no constraint that battery is solving for, the capacity issue isn't local it's on an interconnect hence a substation being built 🤷‍♂️
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Drew
Drew@a_swick·
@teslavangelist @JigarShahDC Parked at home, charged, and ready to contribute to the grid in an area of need during midday peaks.
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Jigar Shah
Jigar Shah@JigarShahDC·
Utilities will spend $50M on a substation upgrade before spending $10K on equipment that gives them access to your EV battery.⁣ ⁣ That battery in your garage could be powering the grid during peak demand instead of another substation nobody wanted.⁣ ⁣ The lack of imagination from utilities is hard to stomach.
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Lusty
Lusty@PoW_Blockspace·
@AeonCoin @tomhajjar @JigarShahDC Lol, what problem is it solving if the edge is designed to a peak and largely radial? There's no value for these devices because that intermittent capacity needs a massive hedge.
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aeon
aeon@AeonCoin·
@tomhajjar @JigarShahDC The former is refuted by the fact that some utilities do support V2G. The latter is just numerically false. Do the math. 2 million EVs in California that are largely at home and perhaps half charged in the evening, for example.
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Lusty
Lusty@PoW_Blockspace·
@phsavage @JigarShahDC Nah bro, the physics don't permit this to be coordinated in anyway that is of value for a utility; in fact there's not even a state estimator that could reliably & economically dispatch these consumer devices 🤷‍♂️
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Paul Savage
Paul Savage@phsavage·
@JigarShahDC You are correct, and there rises the argument for behind the meter strategies and innovation! Not news to you, but it must always be said.
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Lusty
Lusty@PoW_Blockspace·
@JigarShahDC Explain how that would even be reliable & the problem it is solving on the edge on a radial that's designed to peak?
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Lusty
Lusty@PoW_Blockspace·
#energycasuals your EV battery is worthless to a Utility because the substation is delivering reliable capacity for next 50+ years and any claim a distributed consumer device has equal or better qualities on the edge is pure fantasy ⚡️
Jigar Shah@JigarShahDC

Utilities will spend $50M on a substation upgrade before spending $10K on equipment that gives them access to your EV battery.⁣ ⁣ That battery in your garage could be powering the grid during peak demand instead of another substation nobody wanted.⁣ ⁣ The lack of imagination from utilities is hard to stomach.

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Lusty
Lusty@PoW_Blockspace·
@2ETEKA We had cheap power, when we used a cheap fuel... it wasn't hydro.
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Holyhekatuiteka
Holyhekatuiteka@2ETEKA·
One of Kaitaia’s largest employers, set to close with the loss of hundreds of jobs. Why? - the usual story : HIGH ELECTRICITY PRICES. This is exactly why the gentailers need to be busted up as per NZ Firsts’ policy. Luxon and Seymour are dead set against the reform and Seymour wants to sell off the remaining govt ownership in the power companies. This is why Simon Bridges is supporting WP, NZ is quickly de-industrialising, Luxon thinks Robbie Williams concerts will build an economy. NZ has a massive energy problem. We are run by ideological muppets.
Holyhekatuiteka tweet mediaHolyhekatuiteka tweet media
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Lusty
Lusty@PoW_Blockspace·
@mbosisioCPE Spilling capital isn't efficiency, need to risk trade around delivery scarcity.
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Marco Bosisio
Marco Bosisio@mbosisioCPE·
Vale anche da noi. I prezzi dell'energia bassi nelle ore di sole, o peggio ancora quelli a zero e negativi non sono un regalo di qualcuno. Lo paghiamo ancora noi con i contratti per differenza (quelli che vi spacciano come "stabilizzano i prezzi").
Operador Nuclear@OperadorNuclear

¿Por qué los precios mayoristas de la electricidad en valores cero o negativos son muy peligrosos para la sostenibilidad del sistema? No, la consecuencia no es que te van a pagar por consumir electricidad. Lo explica muy bien @fdezordonez

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Lusty
Lusty@PoW_Blockspace·
@matsburaas @JigarShahDC There's little evidence to support a claim that high VRE pen lowers system & delivery costs, Australia & California are expensive and poor examples, Texas however has cheap thermal & #Bitcoin
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Mats-André Buraas
Mats-André Buraas@matsburaas·
@JigarShahDC He missed the fact that electricity is increadibly flexible, and that a smart grid can do things faster and cheaper while using less energy in thd process. As Australia’s and Texas and California shows it’s not a traditional energy system and it doesn’t need to behave like it
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Lusty
Lusty@PoW_Blockspace·
@CommunityOrgnzr @RichardMeyerDC Intermittent & opportunistic DER monoplises capacity & creates missing money; the real constraint isn’t energy, it’s delivery at scarcity, which cannot be ensured by the same energy vector🤷‍♂️
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Lusty
Lusty@PoW_Blockspace·
@CommunityOrgnzr @RichardMeyerDC The correct system question is: What is the cost of delivering a MWh at the exact time and location it’s needed? The economic loss is price spread, not energy loss, if spreads collapse (which batteries themselves cause), efficiency becomes irrelevant. Curtailment=spilled capital
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Richard Meyer
Richard Meyer@RichardMeyerDC·
The core analytical error in the "primary energy fallacy" argument, that renewables plus electrification will dramatically cut total energy needs, is that it treats energy as interchangeable. A TWh of gas isn't just energy. It's dispatchable, energy-dense, and seasonally storable. A TWh of solar is none of those things without substantial infrastructure to make it so. The leap from "EV motors are more efficient than combustion engines" to "the transition is easier than you think" skips over the hardest parts of the problem. Electrification can eliminate some conversion losses while introducing new ones, like curtailment, storage round-trip losses, overbuild, and grid expansion. If we look at how much infrastructure is needed to support an electric heat pump with renewables in the dead of winter, we'll see that gas delivers far more value than a Sankey diagram shows.
Rico Grimm@gri_mm

Die Energiewende wird leichter, als viele denken. Das liegt an einem weitverbreiteten Missverständnis, das Skeptiker ausnutzen, um Angst zu schüren. Denn: Nein, wir müssen das fossile System nicht 1:1 ersetzen. Wir brauchen nicht alle Primärenergie von heute. „Primärenergie“ ist die Energie, die den natürlichen Quellen entnommen wird. Ein Liter Heizöl enthält 10 Kilowattstunden (kWh), ein Kilogramm Steinkohle 8 kWh usw. Zurzeit verbraucht die Menschheit global 180.000 TWh Primärenergie. Erneuerbare stellen davon deutlich weniger als zehn Prozent. Um die fünf Prozent. Das ist ein Fakt, aber komplett irreführend. Denn Primärenergie ist ein bedeutungsloses Konzept in einer elektrifizierten Welt. Es sagt uns, wie viel Energie in Energiequellen steckt, bevor wir sie umwandeln. Aber nicht diese Energie ist für uns wichtig, sondern die erzeugte Energie. Wir müssen alle Energiequellen umwandeln, damit sie nützlich werden. Schließlich kippt niemand ein Fass Öl (159 Liter) in seinem Wohnzimmer aus und erwartet, dass es wärmer wird. Und bei der Umwandlung sind elektrische Systeme deutlich effizienter als fossile. Jede kWh Energie, die wir in ein elektrisches System stecken, kommt mit höherer Wahrscheinlichkeit dort an, wo wir es verbrauchen wollen: am Rad, im Ofen, in der Wärmepumpe. Der Motor eines E-Autos ist 2-4 mal effizienter als ein Verbrenner, weil er weniger Abwärme erzeugt. Eine Wärmepumpe kann aus 1 kWh Strom bis zu 4 kWh Wärme erzeugen, da sie mit der Umgebungstemperatur arbeitet. Ein Gasboiler wiederum verheizt das Gas und das war’s. Verbrenner-Autos sind eigentlich Heizungen auf Rädern. (AKWs sind gigantische Wasserkocher.) Wer also mit Grafiken vom Primärenergiebedarf herumwedelt und die Energiewende damit kritisieren will, sitzt einem Trugschluss auf. Es ist, als hätten sich die Leute in den 1920ern vor die ersten Autos gestellt und gefragt: „Und? Wie viel Hafer frisst das Ding jeden Tag?“ In Deutschland schmeißen wir wegen der Umwandlungsverluste jedes Jahr mehr als 30 Prozent unserer Primärenergie weg. Weltweit waren es vor der großen Elektrifizierung mehr als 50 Prozent. Mal eine Frage: Gehst du in den Supermarkt, öffnest die Packung mit zehn Eiern, siehst darin drei kaputte Eier und zahlst zufrieden? Du bist ja nicht blöd. Wir als Gesellschaft sind es schon. Wir haben 30 Prozent Verschwendung in unserem System eingebaut und hielten das so lange für normal, wie es keine Alternative gab. Aber jetzt gibt es eine. Wer mit Primärenergie-Charts herumwedelt oder Technologieoffenheit in Deutschland fordert, sagt eigentlich: „Lasst uns weiter verschwenden!“

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Lusty retweetet
KEN YAGELSKI
KEN YAGELSKI@yagelski·
@RichardMeyerDC There is a meaningful difference between "energy" and "dispatchable capacity." The renewable fans don't seem to understand that. It doesn't matter how much energy solar / wind has produced if you can't schedule it.
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Lusty
Lusty@PoW_Blockspace·
@JigarShahDC Lol the Australian NEM is rekt, it's a subsidised zonal market, with cronyism proping up stranded transmission assets, sure it might have 40% rooftop solar, it also has a falling demand & delivery cost going parabolic 🤷‍♂️
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Jigar Shah
Jigar Shah@JigarShahDC·
Why is it so damn hard to do big things in America?⁣ ⁣ Australia has 40% rooftop solar. We have 6%.⁣ ⁣ We can build beautiful homes in a factory for $300k delivered. Local regs block it.⁣ ⁣ The technology isn't the problem. We are.
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Lusty
Lusty@PoW_Blockspace·
@EnviWood Few people understand this. The business of delivery is a regulated margin, there's no "savings" to shared.
Lusty tweet media
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Paul Lumberjack
Paul Lumberjack@EnviWood·
@PoW_Blockspace Behind-the-meter growth without rate reform shifts fixed costs to non-participants. The wires still need paying.
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Lusty
Lusty@PoW_Blockspace·
@Dumbas61007425 @LewisHoldenNZ So, it's not going to be a cheap system without a non-weather dependent fuel, that has a different reliability vector to water in a dam🤷‍♂️
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Lusty
Lusty@PoW_Blockspace·
@Dumbas61007425 @LewisHoldenNZ All that intermittent resources still needs a hedge, and storage can't insure storage, winter firm cost sets future price which is what appears in your bills..
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Lewis Holden 🇺🇦
Lewis Holden 🇺🇦@LewisHoldenNZ·
I know, let's fast track renewable energy projects in hydro, solar and geothermal... ✔️
Three Boys in Avoca@threeboysbrew

#NZ #EnergyMarkets 1. Not much oil 2. Long way from oil 3. Lots of wind 4. Lots of sun 5. Lots of water 6. Lost of geothermal Anybody got any ideas... our governments are stumped !

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Lusty
Lusty@PoW_Blockspace·
@Dave_Q @the_roose1 There's nothing stopping people installing PV, it's worthless to the grid to have distributed.
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Dave Q 🇳🇿
Dave Q 🇳🇿@Dave_Q·
@the_roose1 As of early 2026, nearly 4% of New Zealand homes have rooftop solar installations (approximately 73,000–75,000 systems), compared to over 30% to 35% of homes in Australia.
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Dave Q 🇳🇿
Dave Q 🇳🇿@Dave_Q·
🤔Interesting... NZ's solar PV capability is rather good. Why aren't we really getting behind this EV-fueling, house running technology? Because it's not approved by the oil championing #AtlasNetwork Sourced from solargis.com/resources/free…
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Honest Alder (not dishonest crank Alder)
Another right wing 🤡 saying we should hold the country back by not investing in and modernising our grid/stay on fossil fuels for ever. The UK is where it is because these idiots won’t invest. He hates the public making their own electricity & wants you dependent on oil & gas.
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