Devin Hartman

@ggabefootball Since this is a recurring problem of not knowing diff TE spots, how about we make t-shirts with "Kmet = Y, Loveland = U, Both Stay"

Miami trades for a TE and it’s not Cole Kmet. The idiots will be pissed

Some Republicans are asking whether to wait until 2025 with a trifecta to do energy permitting reform. But not only is a materially different bill not possible in the 119th Congress due to the political process and landscape, it's dangerous to delay it. - Hyperscalers are looking to site their largest, most important data centers overseas because they can't get the power and gas they need in the US - Consumers are seeing rising retail prices because it's too hard and takes too long to build energy infrastructure - RTOs and ISOs are all facing difficulty keeping reliability of the system given the growth in demand - Energy companies of all types are cancelling projects because of difficulty of permits The next Congress has many issues of higher priority to deal with. Even if/when it gets to it, the bill cannot go through reconciliation. It will need at least 7 Dem votes in the Senate. There is no chance a bill as imagined by certain conservative groups would get that. The issue would be stuck and the industry, and consumers, would be waiting years.

@RobGramlichDC @jholz__ True, though FERC has interregional authority too. Congress can ensure FERC does econ sound interconnection & interregional reforms (no signs they would otherwise). Also, addressing network upgrades prob requires interconnection reform (the key in ERCOT), as well as T reform.

@jholz__ Nice to have but 1) FERC has authority already, 2) When there is sufficient transmission capacity, interconnection is cheap and fast (witness ERCOT CREZ, MISO MVP, SPP priority projects), 3) this is not a funding bill but a future funding bill could help with financing.

LNG exports: more econ+envir studies welcome. Glad the bill disables political blocks in the name of “more study.” Decisions must be made based on existing evidence. My colleague on why “pausing” LNG exports is a loser all around. 11/11 rstreet.org/commentary/low…

Req FERC/NERC input to other fed agencies’ rules should reduce inadvertent reliability impacts of poor interagency coordination. Bigger issue is state policies undermining regional reliability – thoughts on amendment targets here. 10/11 rstreet.org/outreach/lette…

Initial thoughts on permitting bill. More detailed @RSI take later, want to get thoughts out ahead of markup. Overall: quite comprehensive, well written, key concessions made. Major econ+reliability+emissions benefits via Tx, gen, O&G. #energytwitter 1/11 energy.senate.gov/2024/7/manchin…

Quick take on complex @FERC transmission rule. Expect large net benefits for consumers, pending outcome of implementation quality, litigation, and complementary reforms. It has a couple warts and missed opportunities, but overall improves econ policy. rstreet.org/commentary/fer…

@AriPeskoe Yes, to put it mildly. Econ disconnect here. Economical approach: plan Tx to co-optimize cost & reliability benefits & treat verifiable preferences as exogenous conditions. Separating benefits categories and pretending policies & preferences dont exist = suboptimal projects.

Christie sounds concerned that corporations want and states mandate clean energy. Because planners must consider these preferences, consumers are "involuntary beneficiaries" that have to pay for new projects designed to fulfill these preferences.

Order No. 1920 to mark the year Congress created the Federal Power Commission, whose initial purpose was to federalize hydro dam licensing. Good one.

"The legislation could become part of a broader permitting reform package, and at the least carry over into the next Congressional session, according to @DC_Hartman" bit.ly/3QauvTI @ethanhowland27 @UtilityDive

"Reforms to programs such as the National Flood Insurance Program would reduce social and economic consequences of climate-related disasters while saving taxpayers tens of billions of dollars." bit.ly/3xNe7Ci @DC_Hartman @nanswift @dcexaminer

@JesseJenkins @EPA W/ low load growth and few supply constraints, strikes me as a nothingburger. But high load growth + hard to build new plants in many regions make this more binding. Thoughts? rstreet.org/commentary/mar…

The @EPA finalized rules today to limit the pollution from power plants that drives climate change. npr.org/2024/04/25/123… New rules will require existing coal plants to capture 90% of their CO2 emissions by 2032 or retire before 2039. New gas plants also face emissions limits.

@ggabefootball Good if new slot remains top 15. Steep quality drop off risk in edges after that.

So, how would you feel if the Bears trade down from 9 then select an edge at their new slot?