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Relatively fast DeepSeek recovery

Renewable data can be beautiful

Corporate #PPA dominance! Yes, but… In [email protected]' s Renewable Market Outlook 2025 webinar, I explained three reasons why I remain BULLISH on a smart utility & trading role in renewable offtake: 🔹 Utilities & traders play a role in almost e v e r y PPA – Whether it’s balancing,

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Just for some context: ERCOT peak demand grew 35.2 GW from 1997 to 2024 (1.25 GW/yr). The February 2025 CDR shows 55.3 GW of growth from 2024 to 2029 (9.21 GW/yr), a 740% increase in the historical rate of growth.

The Swiss PPA pricing platform [email protected] is acquiring the ERCOT-based RenewaFi, making its bid for the U.S. market at "a particularly good moment" according to Luca Pedretti, co-founder and chief operations officer: latitudemedia.com/news/pexapark-…

🎙️Ep171. PPAs and Tolling – lessons for the future #applepodcast podcasts.apple.com/gb/podcast/red… #spotify open.spotify.com/show/4FDIRo16s… Gerard Reid and Laurent Segalen welcome Luca Pedretti [email protected] to discuss the PPA and battery markets

What does it take to improve this?

Baseload #PPAs Making a Comeback? open.substack.com/pub/lucapedret…

"The renewable energy shift is clear: from volume to firmness, from projects to portfolios, and from standalone solar to hybrid, co-located solutions. What's your company's Carbon-Free Energy score?" open.spotify.com/episode/26Hfug…

Prices spiked in ERCOT this morning, mostly driven by the cost of energy from marginal batteries We're in the depths of outage season with many thermal assets out for maintenance. In those conditions, even a modest morning load forecast beat can lead to a quick run up the supply

From the GCPA Conference in Houston. Speaker: "Data center load growth is like when everyone bought too much toilet paper at the beginning of the pandemic" But in the end we used all the toilet paper, no?

What can be we built now & fast? Source: NextEra

Besides the - 7 year lead time, tripling of $/kW overnight costs, and declining capacity factors - gas turbines are the obvious choice for serving our energy needs

Jefferies: "There's a large increase in [ERCOT] renewables development cancellations in April-May; we attribute this to tariffs and tax credit uncertainty. ~4GW storage and ~3.5GW solar canceled in two months as well as ~1.9GW gas. Largest month of projects deemed inactive at 4GW

The Alps goes solar☀️🇦🇹🇨🇭

Interesting stat/chart from Barclays: "ERCOT tracks 78 GW of proposed data center projects by 2030. Only 7 GW is contracted. The 71 GW balance comprises proposed projects supported by Officer Letters, which are requests without a signed agreement, but the Transmission System

ERCOT added 9 GW of peak renewables output in the past year. Just stunning numbers. h/t Doug Lewin