Vipul Devluk

@aniruddh_mohan Some anecdotes for the counter. Hard to say how real the constraint is vs talking up the book. x.com/Rick_Zullo/sta…

Interesting notes on gas turbines - Wood Mackenzie expects turbine pricing to peak this year or in 2027 as new capacity comes online, for e.g. manufacturing expansion from Siemens 🔺20% capacity globally - Total U.S. gas turbine manufacturing capacity 🔺50% over next year, could >2x by 2030 - But that doesn’t mean gas plant costs will taper off, NRG expects next bottleneck to be labor to build plants - Turbine crunch is ofc changing project financing itself - developers need to secure the turbines before finalizing offtake, trying to combine large turbines with small - Lead times for large turbines ~2030, small turbines 18-36 months but “getting longer”

@TermPowerTrader @xiaowang1984 they may be outbid by wind solar at -$32!

@xiaowang1984 Easy to do when your fuel cost is -$8/mmBTU

-$0.50/MWh HB_West right now and if you have a gas plant out there you're printing $50 spark spreads.

Sequencing hundreds of samples, researchers estimate that its age is - *deep breath* - between 16,000 and 80,000 years old: nature.com/articles/d4158… This would rank it among the oldest organisms on earth! (Note: an estimate, & study hasn't yet been peer reviewed.) 2/

@jonothingEB error, context window too large

@ashleevance @SwiftSolarPV Maybe, and I'm rooting for them. Not the same as saying the "last, best attempt," though.

@VKDev1 @SwiftSolarPV Swift just has so much key talent here. Combined with the manufacturing assets now, it's the most credible play to me

Big solar scoop this morning. @SwiftSolarPV is about to mount the U.S.'s last, best attempt to be a massive player in the solar industry. It has acquired a bunch of tech assets, IP and key people from Meyer Burger, the onetime Swiss/German solar giant. The old stuff will be paired with Swift's perovskite solar tech in a bid to try and outflank China's solar industry with more efficient, cheaper cells. We shall see. . . . corememory.com/p/the-last-cha…

I would love to see us return to days where the quiet part is left quietly said.

@AaronMandell how does Isreal/ME countries do it?

The problem with desalination is bigger is NOT better - the largest plant you can build is on the ocean where land is expensive, opposition is high, brine discharge is problematic and energy use is at a maximum. Smaller is how you achieve mass scale desalination - modular plants, located at inland / impaired / industrial brackish sources, integrated solar power, zero brine discharge and low energy use. Thousands of them.

@DrewSmithee 😂😭

🤔

This would be like the funniest possible time for a big boat to get stuck sideways in the Suez Canal

@CardiffGarcia shorts as well

When you find a pair of running shoes that are super comfortable and also fit your style perfectly, order ten pair immediately and stick the extras in a closet because they absolutely will be discontinued soon.

@Rick_Zullo @ShanuMathew93 that's...pretty quick?! Versus the narrative that they're all sold out until the 30s.

@ShanuMathew93 Spoke with one of the single largest energy purchasers in the state of NY who was looking to build their own gas turbine plant (which they’ve done before) Feedback from GE Vernova was that they’d let them skip to the front of the line, but that would still mean h2 2028

I've been saying this!! Jefferies post their energy conference: "EPCs are the new turbines. Confirming conversations over the past months, there is a wide consensus that the constraint on delivering more generation and infrastructure US projects is EPC/labor, not access to turbines. Many utilities and power developers say they are not concerned at all about access to power generation equipment for 2H28+."

amen. Detailed, top-down plans - like China's - may be impressive in the short run, but in the long run, they will never be as good as our emergent, bottom-up economy. You cannot plan the unforeseen; the advantage is adapting quickly to whatever seems most interesting.

@F_Compounders who is john price and what else can I read from him?

ROE vs ROIC: Which is the better guide to performance? John Price

the spice must flow

@JamesHewettDC 🫣

geothermal hype cycle has begun

Who knows what TCP/IP is? When AI is invisible, it will have "made it". Until then, enjoy the slow diffusion; it's fun here.

@tedfrank name names

Every once in a while a few times a year, Tyler Cowen interviews a top-ten expert who hasn’t thought about his topic anywhere nearly as deeply as Tyler Cowen, and, even on a car sound system, you can see the subsonic waves of panic emanating from the guest.

It’s hard to square the research meta-analyses showing small to no academic gains from classroom screen use, and even negative effects with heavy use, with Alpha School’s claims of large gains across all types of students using common programs like Khan Academy and IXL. 1/2

Anyone have any solid data on BTM deals getting done with respect to how they are sizing BESS with generation to manage load