MISO expects a 35% jump in power demand by 2035, mostly from data centers. But unclear pipelines and AI economics make the outlook highly uncertain. The next 2 years (8–14 GW expected) will show how real that demand is.
via @ethanhowl.bsky.social
www.utilitydive.com/news/miso-lo...
Posts by Brian Willis
@fervoenergy.bsky.social's IPO filing shows a big bet on geothermal: 3.65 GW pipeline today, 42 GW potential long term. The goal is simple—deliver 24/7 clean power at costs competitive with gas.
via @danmccarthy.bsky.social in @canarymedia.com
www.canarymedia.com/articles/cli...
Offshore wind isn’t slowing globally—just shifting. China, Europe, and Asia are driving growth as countries prioritize energy security and lower-cost power. U.S. policy headwinds are the outlier.
via @mariagallucci.bsky.social in @canarymedia.com
www.canarymedia.com/articles/win...
@jael.bsky.social: Data centers have become a bigger local flashpoint than wind farms in the U.S. Heatmap Pro counts 270+ data centers facing opposition vs. 258 #wind projects. The AI buildout is turning power demand itself into a permitting and political fight.
heatmap.news/sparks/data-...
Clean power passed coal in global electricity generation in 2025, per @ember-energy.org: 34% vs. 33%. It also covered all net demand growth, with #solar leading the gains. That’s a real signal for power markets and long-term energy costs.
via @bloomberg.com
www.bloomberg.com/news/article...
#Perovskite #solar is edging toward reality. A new U.S. pilot factory is producing panels that could boost efficiency to ~30%?!? Big promise, but durability in real-world conditions is still the key test.
Check out @julianspencer.bsky.social in @canarymedia.com
www.canarymedia.com/articles/sol...
Battery storage is hitting an inflection point: costs down ~75%, demand up, and installs surging in 2026. Companies like Fluence Energy Inc. say it’s now about grid reliability—not just clean energy.
via @mchediak.bsky.social in @bloomberg.com
www.bloomberg.com/news/feature...
Got tears in my eyes reading this. SunZia Wind has started generating electricity, putting the biggest #renewable energy project ever built in the US close to full operations. The 3.5GW project is a massive achievement by @patternenergy.com.
via @eenews.bsky.social
www.eenews.net/articles/lar...
States are speeding up renewable energy projects to lock in 30% federal tax credits before a July 2026 deadline. The payoff: billions in savings and lower power costs.
Check out @toddwoody.bsky.social and
@mchediak.bsky.social in @bloomberg.com for the scoop. 👇
www.bloomberg.com/news/article...
Early signs from the energy shock: #renewables are gaining, not just coal. Wind and solar are offsetting falling gas use, though some regions still lean on coal short term. Long-term trend still favors clean energy.
via @bengeman.bsky.social in @axios.com
www.axios.com/2026/04/16/r...
New England’s battery buildout is scaling fast — 250 MW is already topped by a planned 700 MW project. Policy incentives and high power prices are driving growth, but short-term contracts still make revenue unpredictable.
via @canarymedia.com
www.canarymedia.com/articles/bat...
#Georgia approved a new program letting big power users fund their own clean energy projects. The goal: support data center growth without raising rates. Big unknown—will it actually reduce planned gas buildouts?
via @jeffstjohn.bsky.social in @canarymedia.com
www.canarymedia.com/articles/dat...
@microsoft.com says it’s still committed to carbon removal—but may slow purchases. With ~96% market share, even small shifts could hit climate tech startups and project pipelines.
via www.bloomberg.com/news/article...
#Utilities are planning $1.4T in grid spending—driven in part by AI data centers that use city-level power. Most projects get approved, so higher rates may follow. The big debate now: who pays for AI’s energy footprint?
via @jenhiller.bsky.social in @wsj.com
www.wsj.com/business/ene...
#EV sales fell in Q1—but the story is shifting. Used EVs (+20%) and cheaper models are driving demand as buyers focus on cost savings and gas price volatility. The market isn’t slowing—it’s moving downmarket.
via @bloomberg.com
www.bloomberg.com/news/article...
.@microsoft.com is pausing new CO₂ removal credit purchases. It’s been the biggest buyer in the space, so startups may feel near-term pressure—even as its earlier demand helped build the market. (ugh)
via @bengeman.bsky.social in @axios.com
www.axios.com/newsletters/...
Transformer shortages are quietly slowing the energy transition—lead times now hit 4 yrs. Startups are responding w/ faster manufacturing and new solid-state tech.
via @kbrigham.bsky.social in @heatmap.news
heatmap.news/climate-tech...
Gas prices above $4 are nudging Americans back toward #EVs — especially used ones. Sales rose 12% in Q1 as affordability improves. Adoption isn’t policy-led right now—it’s driven by everyday fuel costs.
via @patrickgeorge.bsky.social in @wsj.com
www.wsj.com/business/aut...
MN approved a first-of-its-kind utility-owned VPP from Xcel—up to $430M in distributed batteries. Big test: can utilities run DERs more effectively than market-based models?
Great read from @lisamartinejenkins.bsky.social in @latitudemedia.bsky.social
www.latitudemedia.com/news/xcels-t...
#Wildfires are now a line item in CA utility bills—adding 20% for some.
The bigger risk: “climateflation,” where disasters steadily push up energy and insurance costs.
Policy fixes are coming—but w/ major trade-offs.
via @toddwoody.bsky.social in @bloomberg.com
www.bloomberg.com/news/article...
#EVs aren’t just adding load—they’re becoming flexible grid resources. Managed charging can cut costs and avoid upgrades, but lack of data standards is slowing scale.
Great read Herman K. Trabish in Utility Dive
www.utilitydive.com/news/as-ev-l...
#EV owners say: don’t overbuy.
Lower-range models can save money, but insurance, fees, and home charging costs add up.
Used #EVs are getting cheaper fast — and winter range loss is real.
via @mims.bsky.social in @wsj.com
www.wsj.com/business/aut...
@fervoenergy.bsky.social locks in 1.75 GW of turbine capacity to scale next-gen #geothermal. Big signal: firm, carbon-free power is gaining traction with data centers. Next challenge—can supply chains keep up?
via @mariagallucci.bsky.social in @canarymedia.com
www.canarymedia.com/articles/geo...
AZ’s biggest utility just shifted direction. Clean energy candidates now control SRP’s board after a high-profile election, pointing to more #renewables, #solar incentives, and pricing changes—especially for large energy users like data centers.
via @nytimes.com
www.nytimes.com/2026/04/09/u...
@andrewmoseman.bsky.social's point on 400-mile #EVs is simple: more range is not just a flex. Real highway driving, slower charging near full, and battery aging all shrink usable miles. Starting at 400 could take range anxiety out of #EV road trips.
via @heatmap.news
heatmap.news/electric-veh...
US #EV charging is scaling fast, but still lagging demand. Private players are stepping in as gas hits $4.82 and EV interest rebounds. Insights from @pluginamerica.bsky.social highlight strong consumer retention once drivers switch.
via @bloomberg.com
www.bloomberg.com/news/article...
Gas over $4 is pushing drivers to rethink habits—but not ditch cars. Efficiency helps now, while #EV interest is rising. Coltura says switching could save $1.8K–$3K/year, especially for high-mileage drivers.
Great read from @camilareads.bsky.social in @npr.org
www.npr.org/2026/04/07/n...
#Pennsylvania is pushing to fast-track large energy + storage projects through PJM’s proposed interconnection shortcut.
Faster approvals (~10 months) could cut costs—but critics say it favors big developers. @ferc.gov now decides.
via @ethanhowl.bsky.social
www.utilitydive.com/news/pennsyl...
Used #EVs are flooding the US market—and prices are falling fast.
Q1 sales +12% YoY
Prices -8.5%
New #EV sales -28% post-tax credit
Cheap, improved used models may be the real driver of mass EV adoption.
via @financialtimes.com
www.ft.com/content/5436...
EV sales dipped after the federal tax credit ended, but adoption isn’t uniform. 10 states still exceed 10% #EV share — #California leads at 23.9%. The market is shifting from broad growth to regional concentration.
via @usatoday.com
www.usatoday.com/story/cars/r...