Isaac Orr
17.1K posts
@TheFrackingGuy
I grew up on a dairy farm in WI. Co-Founder at Always On Energy Research. Geology enthusiast. Tweets and typos are my own.
My brothers and sisters. The tide is turning in the LCOE wars.
Ay so LCOE is fine actually for fuel saving resources, but like you're gonna hit declining marginal returns at 40% solar and 50-60% wind and 70% combined. So it creates a "regime shift" at higher levels of clean the optimization flips aggressively from pure renewables to pure clean firm.
AI datacenters don't cause high electricity prices Democrats cause high electricity prices.
Power prices on the largest US grid jumped 76% in the first quarter as data center demand surged, increasing pressure on the operator to ease consumer strain bloomberg.com/news/articles/…
Arizona’s coal-to-gas transition is becoming a pipeline story. Energy Transfer’s Desert Southwest project could help enable ~1,600 MW of coal-fired capacity at Springerville and Coronado to convert to natural gas by 2030. The project would move up to 2.3 Bcf/d from the Permian Basin into Arizona.
Batteries have been tremendously successful in accelerating the race to zero on revenue...which also makes for a horrible business model. A significant number of batteries are going to make more money for their 2nd owners when they're sold for pennies on the dollar after some companies get liquidated in the next 3-5 years.
