@MattZeitlin I read about them getting smoked or arrested down in Mexico all the time
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James Downing
1.4K posts
James Downing
@JDowning37
D.C. Correspondent at RTO Insider/Net Zero Insider. I am not Billy Jack IRL.
Arlington, VA Katılım Haziran 2014
720 Takip Edilen579 Takipçiler
i feel like we don't have famous underworld figures anymore. who was the last genuinely famous organized crime type? maybe there's some local ones.
Joe Weisenthal@TheStalwart
A literal gangster is running for a seat in the Irish parliament, and he's polling at 14%. ft.com/content/d39eed…
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@MichaelGiberso3 @xiaowang1984 and I thought POR was the worst policy for the retail market
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@JDowning37 @xiaowang1984 Did you notice how PJM pointed a finger at default service policies in its recent white paper? In states’ focus on getting competitive rates for default customers they have lessened demand for long-term contracting that would support investment.
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Now do electric utilities!
lol, they have captive customers who cover the price risk for free. No problem
David Marino@dmarino4
The surge in the cost of jet fuel since the start of the Iran war is highlighting the vast disparity between airlines that hedge well, hedge poorly and don't hedge at all... w/@nathanrisser1 @Nich_Lua @alexlongley1 bloomberg.com/news/articles/… #OOTT
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@xiaowang1984 @MichaelGiberso3 Some states like NJ blend prices by buying a percentage of their needs one year and other % the next, others like Maine do like monthly deals like the year before based on expected wholesale prices. At least they did when I wrote about that side of things more closely - years ago
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@JDowning37 @MichaelGiberso3 I thought standard service contracts only ran 18 months and longer contracts are generally frowned upon.
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@xiaowang1984 @MichaelGiberso3 I know. Those were policies to stop a feast or famine cycle in the retail mass market, which never really took off anyways outside of like Pennsylvania, and didn't matter when gas was cheap and demand flat.
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@JDowning37 @MichaelGiberso3 Talking more standard offer service states here
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@xiaowang1984 @MichaelGiberso3 Retailers definitely are encouraged to hedge, especially in ERCOT
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@MichaelGiberso3 The utilities in the deregulated states are even discouraged from hedging in the first place right
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@lionel_trolling His father is a big writer at NYT and his mother at the New Yorker
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I don't understand this fucking book. Like he went to a fancy school and that's it? Why is that a book? Did he drop out? Get expelled? Get addicted to drugs? Deal drugs?
forward deployed fish@Jacobkupp
NOT GOOD
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@AndyMasley I think the Department of Energy would factor that into its analysis.
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Forcing data centers to use "water more efficiently" often means a direct trade-off where they use more energy as a result, which means more emissions. I think in most places it's preferable for them to use more water than energy, so I worry this kind of thing can really backfire.
Steve Everley@saeverley
U.S. House appropriators are targeting data centers' energy and water use. Yesterday, they advanced a measure that would be "one of Congress' most aggressive attempts yet to crack down" on data centers. subscriber.politicopro.com/article/eenews…
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@MichaelEWebber Gov. Mills vetoed that ban and the override vote failed.
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Is Texas seeking to join Maine with a moratorium on data centers?
KXAN News@KXAN_News
Texas Agriculture Commissioner Sid Miller called for a pause on data center projects until the state can assess the facilities’ long-term impact on Texas’ supply of water, power and land. kxan.com/news/texas-pol…
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This will go over like a lead balloon - "While utilities have long been regulated and challenged at the state level, Democrats in Congress are increasingly signaling they want a role in reshaping how the industry operates."
POLITICO@politico
The next Big Oil? Democrats set their sights on utilities. dlvr.it/TSdbwb
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@DavidPomerantz The ratepayers/citizens preferred preserving the natural landscape in one of the least populated areas of Maine to funding a major piece of infrastructure that benefited another conglomerate's ratebase. That happened aligned with NextEra's desire to keep prices higher in winter.
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@JDowning37 Sure. I am making a point that NextEra's loyalty is to its own market power and that it spends to defend that interest, including against transmission and clean energy, contra conventional wisdom.
If you are making a counterpoint relevant to that I'm not sure what it is.
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Well at least we can trust NextEra to use its market power and political power w/in PJM's governance structure responsibly and never do anything to favor its own assets that harms ratepayers, right?! Whew!
energyandpolicy.org/nextera-spent-…
Jeff Dennis@EnergyLawJeff
NextEra's generation in the market is merchant, while Dom's is utility-owned. But the combined entity will also own significant transmission both inside and outside of PJM. So it owns a competitor and the highway on which its other competitors depend to sell their product. 2/
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@JDowning37 Whether the spending was politically impactful or not, how does that change the point I'm making here?
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NEE and Dominion laid out their case for a deal today and critics have already responded. The review process will be most interesting in Virginia.
rtoinsider.com/132418-nextera…
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@arne__ness There is no chance in hell Texas adds 410 GW of data centers in the near future. It's the flipside of generation queue - it does not all get built.
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The NextEra-Dominion merger was just officially announced
newsroom.nexteraenergy.com/2026-05-18-Nex…
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@clawrence @YossiGoldstein8 And Germany helped out by declaring war first
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@YossiGoldstein8 Would be a great point, except for the fact that congress officially declared war in 1941 against Japan, Germany, and Italy. And then again in 1942 against Bulgaria, Romania, and Hungary. Making these wars legal by definition.
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@AdamFriedland @calebpitts1997 @ZeroSuitCamus @netflix Did @jonstewart acknowledge you are the millennial him?
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Mad respect for getting Cosby in there. One of the greats! @netflix
Netflix Is A Joke@NetflixIsAJoke
132 of the world's funniest people walk into a ball pit... #NetflixisaJokeFest
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New York Times endorses permitting legislation -
nytimes.com/2026/05/08/opi…
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@marykirst @MorePerfectUS because they didn't spend a little more money to hedge their exposure to fuel price spikes
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@MorePerfectUS Or Trump’s war causing skyrocketing fuel prices, sent them over the edge, as their CEO said.
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