Sean Swentek

Execution speed is a moat

Energy demand is surging. Storage is the unlock. We’re building a faster, lower-cost solution using batteries already here. Our whitepaper goes deeper: how we decide reuse vs. recycle, system architecture, and how Redwood Energy compares to LFP (90%+ lower carbon emissions). redwoodmaterials.com/resources/unlo…

Solar + Storage solves for all this.

We are launching a big project today with MIT — The Electricity Price Hub! You can view monthly electricity prices per kwh and avg. bills for every major utility in the country going back to Jan 2020. electricity.heatmap.news

We're honored to receive triple recognition this year as one of America’s Top GreenTech Companies, one of America’s Most Innovative Companies, and a Seattle Top Workplace: hubs.ly/Q048lj8y0 #Sustainability #FutureOfEnergy #TechForGood #CompanyCulture #CompanyAwards

Three reports dropped in the last two weeks. All three land on the same thesis - the U.S. grid problem is partly a utilization and orchestration problem vs. purely a buildout problem. Shout out @TheBrattleGroup @FERC @energy_said @BrianJanous @CarolineBGolin @Stphn_Lacey Brattle calcs that better use of existing infrastructure could unlock the equivalent of 100 GW of capacity (per the podcast's characterization of the findings) and save consumers $110-170B over a decade (similar to reports by Duke, Camus, etc.). FERC's 2025 State of the Markets shows scarcity already clearing in prices. PJM capacity auctions hit the cap twice and still fell 6.5 GW short of reliability requirements. Wholesale electricity prices rose 25% YoY. 50 GW of data centers now in service. Thunder Said Energy quantifies the operator side. A 2-3 year grid delay halves (-50%!) a data center's NPV. Flexible operation during the top 1% of grid-stress hours costs only ~6% of NPV. The math strongly favors accepting curtail-ability over sitting in the interconnection queue. And the Open Circuit podcast with Brian Janous (Cloverleaf, ex-Microsoft) and Caroline Golin (NRG, ex-Google) puts it in operational terms. 60-80 GW of mega-projects have been announced with zero binding customer offtake. The workforce to build them at the pace required doesn't exist. And the regulatory structures to value flexible alternatives barely exist either. Six overlapping themes across all four sources: 1) Load growth is real but "bankable load" is smaller than "headline load." AEP cut its 2032 forecast by 6.1 GW (15%) after filtering speculative data center demand. 2) The bridge power gap is the central tension. Hyperscalers plan on 18-24 month cycles. Utility infrastructure takes 5-10 years. DERs and flexibility tools deploy in 1-5 years. That timeline match is the whole value proposition. 3) Capacity scarcity is clearing in prices now. PJM and MISO auctions are repricing. 17 generating units (1.1 GW) canceled retirements after PJM's record auction. First beneficiaries of tightness are existing plants. 4) Gas is dominating the reliability fast lane. Regular interconnection queues are still 74% solar/storage. But in expedited and reliability-priority programs, gas runs 68-75% of selections across SPP, MISO, and PJM. Gas queue capacity rose 87% YoY. 5) Flexibility evidence is building from multiple directions. Google has 1 GW of flexible DC load. Emerald AI cut power 30% in 40 seconds in a UK trial. FERC documented a crypto facility going from 200+ MW to near zero on high-price days. But no one has yet gotten faster grid access because they agreed to be curtailable (yet!). 6) A binding constraint is market design. VPPs lack capacity value in most resource plans. PJM doesn't allow aggregated VPPs to participate in its capacity auction. ERCOT has no aggregated VPP price signal beyond energy.

California's famous duck curve, updated for 2023. CAISO now routinely flirts with near-zero net loads on the sunniest spring days.

@Omnidian Glynn is the man

Exciting news here at Omnidian: we're building out our field service team with the hire of Glynn Woodall! #EmployeeSpotlight #NewHire #CompanyCulture #FieldService #SolarTechnicians #FieldTechnicians

@c_pawlik Love it! 🤣

@swiz Totally! Though, it could also be said that "land-based solar" is "next up" since NASA has been using solar almost exclusively since at least 1958... 😏

I'm a space and energy nerd...always have been... So, believe me when I say: this is going to be an exciting week. And, a great opportunity to get people to look up from their day-to-day, towards the stars, and to think about the future, and all the possibilities of what we can accomplish together... #AdAstra #CarpeDiem #lfg

Today is Trans Day of Visibility. Trans, non-binary, and gender-nonconforming people have always been here — from the hijra of India to the Diné nádleehi to the leaders who built the modern LGBTQIA+ movement here in New York. Your existence is not up for debate. Your lives are not a political issue. We’re fighting for a city where every trans New Yorker can live openly, safely, and with joy.

The world's electricity infrastructure, mapped.

Renewbrook Energy acquired a massive residential solar portfolio from PosiGen, partnering with Omnidian to maintain continuity and safeguard their IRR: hubs.ly/Q044Ld--0 #RenewableEnergy #AssetManagement #InfrastructureInvestment #ResidentialSolar

Solar power is driving the future of clean energy, and today, on #SolarAppreciationDay, we’re celebrating the companies making it happen! ☀️ From innovation in solar tech to top-tier service and support, portfolio companies like @Omnidian are powering a more sustainable world.

Say hello to one of our newest employees, Joanna Kelly! She's excited to join Omnidian as our People Operations Manager based in Australia to contribute to the next stage of our international journey. #EmployeeSpotlight #NewHire #CompanyCulture #Australia #HR #PeopleOperations

Omnidian is proud to share that we've been recognized with three distinct honors for 2026, validating our holistic approach to asset management: hubs.ly/Q048kNV00 #AssetManagement #SolarAndStorage #CleanEnergy #CompanyAward #CompanyAchievement #TopWorkplace

We're proud to be named a Seattle Top Workplace 2026 by The Seattle Times. Meet the team behind the awards: hubs.ly/Q048nPgR0 #CustomerExperience #PeopleFirst #SeattleTopWorkplace #CompanyCulture #ServiceExcellence

In the evolving clean energy landscape, "green" must also mean "growth." Omnidian is honored to be named one of America’s Top GreenTech Companies 2026 by TIME and Statista: hubs.ly/Q048nLCY0 #GreenTech #AssetManagement #CleanEnergy #CompanyAward #CompanyCulture