Graham Radler

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Graham Radler

Graham Radler

@GrahamRadler

Energy, Faith, Freedom, Father (5)

Texas, USA Katılım Ocak 2025
262 Takip Edilen315 Takipçiler
Graham Radler
Graham Radler@GrahamRadler·
@MLiebreich Volatility? Yes Logarithmically flat? Yes Because it’s driven largely by capitalist foundations, oil has perhaps done more to keep costs down over time than any other physical asset
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Graham Radler
Graham Radler@GrahamRadler·
What matters more than a diversionary “in the moment” stat to drive attention on X is real cost trends over time. The US is on the back end of a 15 year government-induced renewable energy experiment, and the evidence is in… Renewable power is an inflationary technology. True and good technology is deflationary and drives costs down. RP is making Texas and other states less competitive with high power prices.
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Nicolas Fulghum
Nicolas Fulghum@nicolasfulghum·
NEW | The world installed a record 814 GW of solar and wind capacity in 2025 ☀️⚡️ That's over 1,000 TWh of electricity generation per year... ...enough to displace nearly twice Qatar's annual LNG export volume in gas generation 🔥❌ Fossil fuels crisis? Wind and solar deliver.
Nicolas Fulghum tweet media
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Daniel Gross
Daniel Gross@grossdm·
Pretty astonishing. In Texas, between 10:00 am and 4:00 p.m., 80-90% of electricity comes from carbon free sources. And storage is already a significant contributor in the early morning and evening
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Graham Radler
Graham Radler@GrahamRadler·
@ramez Do you realize who pays for all these coveted (and massively expensive) transmission lines to support wind and solar development in Texas? It’s all a big racket and TX rate payers are suffering dearly with high power prices
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Ramez Naam
Ramez Naam@ramez·
@GrahamRadler Agreed. Though Texas is also doing a better job of building transmission than most states.
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Graham Radler
Graham Radler@GrahamRadler·
@KenMathis @grossdm Do you realize how expensive it is to build the transmission lines to connect wind and solar to the load centers? Do you know who ultimately pays for that?
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Ken Mathis
Ken Mathis@KenMathis·
@GrahamRadler @grossdm Wrong. Renewables are not why Texas electricity prices have gone up. Causes: * Increased population & demand * Aging infrastructure * Hotter summers * Severe winter storms Btw electricity from natural gas spikes rates during both heat & cold extremes. bkvenergy.com/learning-cente…
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Graham Radler
Graham Radler@GrahamRadler·
It’s almost like the renewables industry is in cahoots with the regulated T&D companies in TX Let’s build lots of low efficiency wind and solar really far from load centers and then charge the residential rate base massive $$ to build transmission lines from far far away to connect it all…great idea!
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Kevin Gregerson
Kevin Gregerson@gregersonke·
@GrahamRadler @grossdm That cost is mostly from grid upgrades required to keep grid reliability during weather events etc. It could be cheaper but then you could be out of power for 2-3 weeks which potentially could cost you a lot more.
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Graham Radler
Graham Radler@GrahamRadler·
Not really. Texas is rapidly losing its historically low cost power, which is one of the key competitive advantages for growth in the state. We will start to see it more and more in the numbers over the next five years. Lower carbon emissions? Yes Much higher power prices? Yes Not a win-win.
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Simon Mahan
Simon Mahan@SimonMahan·
The world is changing right in front of us and no one knows it. Texas is running its world-class economy on 70% renewables, right now. Gas is there if we need it, but for today, we can save the fuel for another day.
Simon Mahan tweet mediaSimon Mahan tweet media
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Graham Radler
Graham Radler@GrahamRadler·
@ELoosbrock Why, so regulated electric T&D companies can reap years of growth from building massively expensive transmission lines to connect far away solar and wind projects to load centers? Have you seen what has happened in Texas? Welcome to regulated power clown world.
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Graham Radler retweetledi
Bjorn Lomborg
Bjorn Lomborg@BjornLomborg·
The cheap green lie You are told that solar and wind are cheap But you need near-100% backup when no sun or wind, paying for two systems Data for 2024 shows that cramming in more solar and wind makes electricity overall more and more costly iea.org/data-and-stati… Threads&refs: x.com/BjornLomborg/s…
Bjorn Lomborg tweet media
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Graham Radler
Graham Radler@GrahamRadler·
Countries that have gone “all in” on renewable energy have come to regret it. Renewables lower carbon emissions, but the cost of electricity will rise dramatically and make manufacturing less competitive. In the US, we need to lean into our competitive advantages and avoid being a copycat of others pursuing inflationary technologies like solar
Graham Radler tweet media
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Katie Miller
Katie Miller@KatieMiller·
Energy security is national security. China’s vastly diversified energy production and storage allows them to rapidly deploy renewables as a geopolitical tool. They currently make upwards of 80% of the world’s solar components.
The Washington Post@washingtonpost

China is helping Cuba capture renewable solar energy as the U.S. imposes an effective oil blockade, creating its worst energy crisis in decades. Chinese-backed solar parks could be supplying as much as 10 percent of Cuba’s electricity, researchers say. wapo.st/47SpRTd

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Graham Radler
Graham Radler@GrahamRadler·
@JaneAFlegal Behind the meter power for large loads is the right and simple answer
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Jane Flegal
Jane Flegal@JaneAFlegal·
Gotta be honest: not great that paying data centers to turn off is our plan for grid reliability through 2030. A curtailment payment? Come on. This is bad! We have to stop managing the failure and build the grid we should have built in the first place. What are we doing here?!
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Graham Radler
Graham Radler@GrahamRadler·
@richroll That was a very strange interview. David Senra appears to be overly agreeable for no particular reason (and boy does he love to reference how many books/bios he has read about this person or that person)
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richroll
richroll@richroll·
I think David Senra is an incredibly talented podcaster and I have tremendous respect for his commitment to the craft. That said, successful entrepreneurship isn’t by definition a proxy for wisdom. Just because someone is obscenely wealthy or powerful doesn’t mean we should take their ludicrous galaxy brain takes seriously. Sure, things like fear and self-doubt unnecessarily interfere with action and momentum. And many people would indeed benefit from cultivating a proclivity for decisiveness. But promoting the idea that introspection is a problematic artifact of modernity we’d all be better off without is patently wrong, horrible on its face, and arguably pathological. Not only does the unexamined life devoid of self-reflection detach one’s self from things like accountability and empathy, as Socrates said it’s actually not worth living.
David Senra@davidsenra

Great men of history had little to no introspection. The personality that builds empires is not the same personality that sits around quietly questioning itself. @pmarca and I discuss what we both noticed but no one talks about: David: You don't have any levels of introspection? Marc: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home. David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection. Sam Walton didn't wake up thinking about his internal self. He just woke up and was like: I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again. Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective. All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s. Great men of history didn't sit around doing this stuff. The individual runs and does all these things and builds things and builds empires and builds companies and builds technology. And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual. We need to criticize the individual. The individual needs to self criticize. The individual needs to feel guilt, needs to look backwards, needs to dwell in the past. It never resonated with me.

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Secretary Doug Burgum
Secretary Doug Burgum@SecretaryBurgum·
Stopped in Hawaii yesterday to advance a transformational proposal to bring natural gas to Hawaii! Finally tapping into America’s abundant supply of LNG will lower energy costs and strengthen the stability of the state’s power grid. bloomberg.com/news/articles/…
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Graham Radler
Graham Radler@GrahamRadler·
@ErikSolheim How does an electric truck make anything better/faster/more efficient?
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Erik Solheim
Erik Solheim@ErikSolheim·
The growth of electric trucks in China 🇨🇳 is mindboggling. Electric trucks incredibly reached 29% of the market in China in 2029. In Europe we are still at 2%. China sold 231 000 new energy heavy vehicles in 2025 - an increase of 182%. This wonderful developments in China are driven by government mandates and by the new battery swopping technology. It takes five minutes to swop batteries. Electric trucks are also substantially cheaper to run than diesel trucks. Many electric trucks are driverless. Autonomous trucks are particularlly useful in mines and at closed factory sites. If Western car makers dont wake up, they unfortunately have good reason to be scared as hell. lnkd.in/d5ixZtBZ
Erik Solheim tweet media
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