I think we're generally underrating the potential future load growth we'll see from air conditioning demand. Everyone is rightly concerned about Europe's lack of air conditioning, but there are still millions of Americans whose homes don't have it. Hence the value of two-way

After Typhoon Danas last week, I hope Taiwan can just stop with floating solar. It’s expensive, doesn’t even generate that much electricity and is unsuited to the Taiwanese typhoon-prone climate. Instead of addressing these challenges and perhaps considering turning our nuclear

Slovakia will agree to an EU ban on Russian gas imports… as long as there are measures to cushion the economic impact 🇸🇰 ⚠️ 🙅 Slovakia had opposed the proposed ban from 2028 due to potential higher energy costs 👉 Slovakia still relies on Russian gas bloomberg.com/news/articles/…

Oil demand is slowing. Thats good news for diversifying energy. As IEA links slowdown to tariffs it shows incoherence of Trump policies as it undermined his so-called plan for “energy dominance.” There is no grand strategy. It’s all vibes. open.substack.com/pub/newsitems/…

Trump admin’s degrowth agenda goes well beyond extreme tariffs & obstructing our fastest-growing energy sources — it’s attempting to dismantle the backbone of US scientific and R&D capacity: (1) NSF: >55% cut (2) NASA Science: ~50% cut (3) ARPA-E: 57% cut (4) DOE Science: 14%

AAAS On nuclear R&D, proposed cuts include a near 30% reduction in DOE Office of Nuclear's Adv. Research Demo Program and near 10% cut to Reactor Concepts RD&D budget:

This is so cool.

Congressional Research Service on federal funding for Puerto Rico's electric utility: "over $15 billion allocated by Congress" "the majority of funds remain undisbursed" #muniland congress.gov/crs-product/IF…

If you want to know why the Dutch are so set on building giant nuclear reactors, here’s a good reason: They already pay some of the highest power prices in Europe and right now they’re rationing electricity.

"Just after the [Puerto Rico] OBoard last week called for the renegotiation of a proposed contract btw the govt & New Fortress Energy $NFE that included unfair terms, the company decided to suspend gas supplies due to allegedly unpaid bills dating back to 2020." #muniland

appreciated this 🌼

🚨LPO news: Still a ways to go, but some promising approps language just dropped from the Energy & Water Subcommittee. 1. Doesn't rescind remaining 1703 funds/authority 2. Doesn't rescind ATVM funds/authority 3. Puts $150M of new credit subsidy into 1703 for nuclear

Local news in the northernmost Caribbean city

The Puerto Rico House of Representatives will investigate the 2018 Port Authority contract that granted to New Fortress Energy $NFE control of the dock without any bidding. #muniland

This is a big deal and worth highlighting: "The NRC was urged recently to “rubber stamp” new reactors to be tested by the DOE and DOD" This would mean that reactors authorized by DOE will have a streamlined path to NRC approval. The government views this as critical because

I have a new exclusive out in the MIT Technology Review this a.m. It's about California's power grid operator becoming the first statewide system to use AI to help manage its outages. The California ISO is set to announce a deal to use the new Genie software from OATI at a

Wow: Japan's ultra-nationalist Sanseitō is surging in key districts.

Puerto Rico governor on New Fortress $NFE #muniland "And finally, there were direct instructions from the company to try to put Puerto Rico in a condition that would cause blackouts. That's the reality of New Fortress. And I don't work for, nor will I allow, any attempts to

"New Fortress Energy tanker on its way [back to the San Juan dock] after dispute with Jennifer González's government. The information was confirmed by the Coast Guard, while tension persists between the authorities and the company over the gas supply." #muniland