Mark Stout

Ukraine war latest: British Storm Shadow missiles used in 'massive' attack on Russia news.sky.com/story/ukraine-…

@GavinNewsom @realDonaldTrump MAGA hope this is what y'all voted for? 😂

2004 Sandia National Labs (@ENERGY-commissioned) Report: Terrorist Attacks on LNG Tankers Could Cause Major Injuries, Damage naturalgasintel.com/news/report-te…

Saudi Arabia is really preparing for low oil prices. Riyadh is in talks to raise as much as $10 billion in a rare loan deal. Saudi sovereign loans are relatively rare as the kingdom typically raises cash via bonds. #OOTT #SaudiArabia bloomberg.com/news/articles/…

$AMD giving OpenAI 10% of its stock (worth roughly $35bn pre-market) so OpenAI can buy 6 GW of AMD chips over the next few years. Stock +27% pre-market. “I give you stock, you give me money, my stock goes up. Everyone gets rich.” The circular AI economy powers on.

@Jukanlosreve that scale of demand isn’t just about cost, it raises huge questions around grid resilience and whether energy innovation can keep pace with ai’s growth curve.

Citi: We estimate that due to AI computing demand, an additional 55 GW of power capacity will be required globally by 2030, leading to $1.4 trillion of incremental AI computing expenditure in the United States.

We should all agree data centers ought to be on the hook for grid-upgrade costs they cause. But many policies proferred to do that send no price signal on where to locate on the grid that will make the best use of the grid & cause the least costly integration of data centers.🧵

AI data centers are coming fast. 400 TWh of new demand by 2030, equal to adding another Texas. Utilities were built for steady, slow growth. AI data centers do not wait. That mismatch is the challenge, and the opportunity for Texas. Lynne Kiesling joined me on the Energy Capital Podcast to talk about what comes next for our markets: ⚡ Risk matters: after Uri and Beryl, we saw who paid and who didn’t. We need markets that send clearer signals. ⚡ Demand flexibility is real: automation, EVs, and even fridges with batteries can add resilience. ⚡ Performance should be rewarded: regulation must focus on reliability and outcomes, not just capital spending. ⚡ AI is a game changer: 400 TWh of new load. Texas has a leg up because customers here can contract directly. One line stuck with me: “Capability and flexibility, with time and location... that is everything going forward.” Texas led the way on wholesale competition. Now it is time to lead again at the grid edge. 👉 Full episode in the comments. #txenergy #datacenters #ai

It was a historic visit to New York. Bon voyage, Mr. President! We all keep on fighting for Ukraine🥊

China is leading an emerging market leapfrog in the #ElectrotechRevolution 👉 63% of emerging markets leapfrogged the US in solar generation share 👉 ASEAN and Bangladesh surpass the US in electrification of final energy demand ember-energy.org/latest-insight…

According to IEEFA using ERCOT data, "since 2016, demand in ERCOT has jumped 39.2%; renewables have provided the power for 95.7% of that growth.” Another summer of records shows what’s possible when clean energy scales. 1/2

The ERCOT Board will hear today that solar and storage "made the summer uneventful." Of course, uneventful is good. "Events," in grid parlance, are usually major problems. And there are a record 6 gigawatts of new resources coming in Q1. #txlege #txenergy 1/

Electrotech offers energy security. Once installed, it delivers for decades. Fossil fuels require a constant supply, making them vulnerable to price and supply shocks. Learn more about the #ElectrotechRevolution 👉 ember-energy.org/latest-insight…

"In the long term, solar energy’s remarkable gains in efficiency and fast-tumbling prices make its future bright. But the short-term picture is also sunnier than you may suppose." economist.com/business/2025/…

@ENERGY Fact:Utility-scale Battery Energy Storage Systems (BESS) are one of the top resource types connecting to the grid, both in the US (eg TX & CA), as well as globally. Mark Stout BSEE/MA Energy and Resources Group Founder & CEO StoutPower Consulting, LLC blog.gridstatus.io/caiso-solar-st…

Wind and solar energy infrastructure is essentially worthless when it is dark outside, and the wind is not blowing. washingtonexaminer.com/policy/3779178…

Excellent and upbeat new book by Bill McKibben. Great read. Just in time for Sun Day tomorrow. 🌞🌞🌞🔋🔋🔋 billmckibben.com/books/here-com…

More solar was installed globally in first 4 months of 2025 than in all of 2022! New battery storage is also setting global records in 2025. Wind too likely sets a new global record for deployment in 2025. EVs have record sales in 2025. Petrostate politicos freak out.