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How confidently can we actually say that rate based grid investments to handle increased industrial load (read: data centers) will lead to overall higher electricity rates? Wasn't 20th-c utility model built on the idea that such investments led to increased sales, lower $/kWh?

Fred Stafford However, the 20th century model was based on dispatchable generation, and we have been shifting to a model that is requires flexible load. Data centers for the most part are not flexible load. Lots of other thoughts could be added, but I will stop there for now. /FIN

Country superstar continues to raise awareness of big bad TVA building gas plants in the region to meet growing demand and to retire baseload coal plants. Here, begging Trump to stop the land hungry monster of TVA. Hating TVA for building gas plants - it's not just for liberals!

Worth noting that the landowner disputes here are over *transmission line rights of way* (not outright land acquisition) so the liberals' desire for TVA to build nothing but solar farms will involve even more transmission infrastructure and even more anger like this.

Good time to remind people **there is no political advocacy organization for TVA public power.** Nada. There are trade associations for utilities & for public power but no 501c3 to publish comments, commission studies, and all the things standard for solar-aligned NGO opposition.

Iraq war has been so memoryholed especially with the younger generation. Saw a tiktok saying it had been a while since we sent the men off or something. We literally sent millennials off to the Middle East for no reason to watch their friends die and they’re not even old yet

For more neoliberal center-left Abundance stans: 1. Private independent solar power producers’/asset managers’ interests are not going to be neatly aligned with clean, reliable energy abundance. Be warned. 2. If decarbonization is the long-term goal, you eventually need

Meanwhile for more left progressive/ecosocialist Abundance critics: 1. Many of y’all still imagine that you can rig up a low-cost 100% inverter-based wind/solar/storage renewable system that in your mind’s image doesn’t even need the gas or its clean alternative. This keeps many

Crucial thread (read the whole thing!) My favorite bit: “Private independent solar power producers’/asset managers’ interests are not going to be neatly aligned with clean, reliable energy abundance. Be warned.”

Excellent thread laying out the deficient thinking on the evolution of the electricity system among centrist Abundance liberals on one hand and among naive leftists on the other.

it's not the only reason the rate of material progress has slowed down since the 1970s, but it's an important one: in the 1970s, lots of influential people and groups thought material progress was no longer possible or desirable. they were very clear and open about this

ERCOT IMM once again urging moving transmission cost allocation away from 4CP, due to the fact that transmission cost drivers are now congestion for delivering far away generation to loads, and the fact that large flexible loads like Bitcoin and Batteries are perfect for gaming

A better rewrite of Jameson quote: "Environmental radlibs have an easier time imagining the extinction of our species than imagining the survival and thriving of the working class."

🫡 to one of Trump's most interesting appointees. Wonder if this signals a turn toward more of a competitive markets choice rather than an old fashioned utility regulator? I know nothing of Swett but resume seems more about oil and gas than the grid.

BREAKING: META WILL BUY NUCLEAR POWER FROM CONSTELLATION IN HUGE DEAL 🇺🇸☢️ ⚡ Meta signed a 20-year contract to buy the output from the Clinton plant in Illinois starting in mid-2027 ⚠️ The deal could spur construction of a new reactor at the site bloomberg.com/news/articles/…

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