Ha! He definitely likes Marlboro Reds, so should be okay there.

Damn, gonna have to update this and make a v2 lol

Haha same same

Page 16: www.blackrock.com/corporate/li...

I never thought I would see transmission permitting in the BlackRock annual letter but here we are…

Thank you @dkthomp.bsky.social and @ezrakleinbot.bsky.social (bot) for shining a light on these issues. #energysky

Yeah, fair. And it varies by region. Point is that’s what it should be and it should take a week.

Stay tuned for some announcements about my new role focused on this topic in next couple of weeks...

Of course happy to chat with folks that are interested!

Commissioner Rosner's Letters to ISOs/RTOs Regarding Interconnection Automation As a Commissioner at the Federal Energy Regulatory Commission (FERC), my priority is ensuring the reliable, affordable, and abundant energy that American families depend on to prosper and American bus...

It's great that Commissioner Rosner is drawing awareness to this issue, as it is vital for grid planning too.

Given recent advances, we now have the tools to fix this problem, but we do not have the current business and policy incentives to do so.

Link to his letter: www.ferc.gov/news-events/...

For the current process, cleaning data between models and a lack of connectivity between them leads to 6 month studies.

For fully integrated T&D, LA100 took 4 years of data collection/cleaning, model connecting, and 4 weeks of running NRELs supercomputer flat out. We need this to get to a week…

This week, FERC Commissioner Rosner sent a letter to RTOs/ISOs on interconnection automation. I don't think most #energysky folks understand how important this is.

Pic 1 is a rough chart of a current bulk interconnection study.

Pic 2 is NREL's LA100 study. I find visuals helpful so let me explain.

Ohhhh okay yeah sure of course

www.epw.senate.gov/public/index...

Our guy @jackandreasen.bsky.social is testifying at Senate EPW tomorrow… looking forward to all your takes.

Bipartisan support for geothermal is BACK for the 119th Congress! Thanks to Reps. Maloy (R-UT) and Lee (D-NV) and Sens. Cortez Masto and Murkowski for sponsoring the STEAM Act to extend permitting parity across oil, gas & geothermal. www.cortezmasto.senate.gov/news/press-r...

This DOE report came out in 2003… www.energy.gov/oe/articles/...

If anyone gives you an answer to anything rn they are full of it. No one knows.

If you’re in DOE, stay in DOE.

Correct.

Incredible stuff, this account would fly over here.

Don’t get me wrong, big fan, pun intended. Great way to make least cost energy, not the best way to make dispatchable energy and capacity markets/RA need to land somewhere in the middle here in both directions.

I’m not a huge fan of the current 8 hour capacity accreditation. Just like I don’t think PJMs ELCC for gas takes into account gas transmission interdependencies very well (despite being lowered).

Basically, I think we need more than just staked Li+, so I’m curious on Jigar’s take.

Sure. This was pretty well forecasted too tho. Probably a mix of improvements and better planning. I still think more freak events and a lack of firm contracts leaves the system very exposed.

Why stop at stacking two Li+ batteries? Why not 12+ hours or more?

With 3% load growth I don’t understand what you wouldnt just build peakers and RE+storage rn.

Whats the spread on a firm/non gas contract?

Also does 70%+ ELCC for gas seem right cold weather EEA events? Doesn’t seem like delivery during emergencies is well factored in.

I got chu fam

go.bsky.app/6J1B7RK

My point is the problem is with the EEA construct. Saying it has zero value because of that doesn’t mean it has no value. NERC didn’t even start looking at Tx as a reliability asset until late 2023.