

Aaron Bryant
4.2K posts

@ajbry
Energy markets analyst @WhiteCase, runner, salty Cape Cod soul. Via @DukeU & @UMass. Views are my own & not firm-associated guidance.







NARUC has sent a letter to members of @USCongress urging them not to support legislation that would preempt state permitting and siting authority for electric transmission projects. Read the press release: bit.ly/NARUCPermittin… #energy #utilities






Nuclear will continue to go sideways while solar and wind continue to go parabolic. The reasons are a) technological and then b) NIMBY-ism and local regulation. The critical question, as this continues for a while, is when the marginal cost of solar and wind becomes effectively zero (next few years), and the ramp up time for a new MW then also becomes zero what the economics, energy density and time to market of nuclear will have to be to remain competitive. In other words, when will far-field nuclear (ie solar) eat near-field nuclear (ie SMRs and such).


Throw a stone in energy twitter and you'll hit people who work for (clean) energy developers or their trade groups. But anyone involved in state capacity of electricity -- PUCs, and public power utilities -- are few and far between, or simply anon. Major skew in perspective.










My piece on the DOE to FERC data center interconnection directive is out — if you need a regulatory primer from all angles this year, this piece (+ the links to our prior articles therein) should provide a solid foundation. Things are developing quickly! whitecase.com/insight/doe-di…