Watched Tremors as a 7 or 8 year old. Scared to touch the ground for days afterward.

Watched Tremors as a 7 or 7 year old. Did not want to touch the ground for a few days after.

Uh, can confirm that batteries can solve many problems. Still gonna have to wait for the golden ticket to come on Dave's podcast

Can confirm as true

This is objectively perfection

1/ The world is facing a 'ticking time bomb' from its supply of oil, according to a briefing note from JP Morgan. Physical scarcity of oil is about to unfold across the globe, spreading sequentially through April from east to west, causing major economic disruption worldwide. ⬇️

Another massive battery storage record in California (CAISO) yesterday, March 29 🔋

At 7pm, batteries reached 12.3 GW of output, meeting 42.8% of demand!

And it's not just a short peak anymore. Batteries stayed above 20% of grid supply from 5.50pm to 9.35pm, almost four hours.

CPP is for new interconnection requests. The queue is all DISIS. What will get that online are more bilateral contracts. We've gone from almost none to over half a GW in the past year. Expect that to jump this year.

This made me laugh, thank you

Gonna need alotta batteries...

In China, battery makers bet big on sodium in move away from critical minerals As the rest of the world tries to catch up with China in making lithium-ion batteries, Chinese manufacturers have already moved into a new battleground: sodium-ion, a technology that is set to revolut...

‘Sodium ion batteries, which can be made from seawater’

‘Less dense’

‘2026 CATL intends to mass-produce Naxtra, sodium-ion battery’

‘BYD soon capable of 50 GWh/yr’

‘lithium-ion ~0.4 yuan/wh, sodium ~0.6 yuan…Our goal is to hit 0.5 yuan this year’

‘perform better ⁠in the cold’

‘Charge faster’

I guess the point is, most people in the US are acting like tomorrow will be like today, more or less. I find this hard to expect.

This Administration let slip the dogs of war, but they can't really be called back

(Yes the cold war was basically 5 decades of being concerned about Soviet threats reaching inside the US. But for all the scariest, we never actually got into a hot conflict.)

Also, the US has not been in direct military conflict with a nation-state having capability to launch reprisals reaching US territory since, well, 1945. Seems like the baseline sense of threat should be...non-zero at least?

The US war of choice feels very much like COVID news in early 2020. An enormous amount of global disruption waits for us in coming months and we are doing...very little in reaction?

Friday timeline cleanser. You're welcome.

She's going the distance!

The Smart Bomb Trap How Precision Strikes Expand the Wars They Aim to Contain

All of this, on why a US intention of limited war will invariably expand into a structural commitment:

“Strategically, it converts episodic volatility into chronic instability.”

escalationtrap.substack.com/p/the-smart-...

I think about this Tony Benn speech much more than I used to

Storage as transmission also doesn't happen because transmission planning does not take into account the frequency or duration of reliability violations. Same reason flexible interconnection will have a hard time gaining traction. (Which also means there's a common solve for SATA and data centers)

*treasuries

Indeed, as long as the CCP needs to avoid currency appreciation that would lead to goverment-destabilizing unemployment in export oriented sectors, China needs treasures. @braddelong.bsky.social taught me that in 2006!

You read Walter Ong on oral culture vs written culture? Feels apt for the moment, as video tilts society back to oral culture and the attendant psychological/sociological/political implications. Feels like you could do a whole set of posts (not videos!) on this

newlearningonline.com/literacies/c...

I think pears today are like apples 30 years ago. Most people eat Bosc or Bartlett, and both are disappointing.

Red anjou can be pretty good. Comice is delicious. Both do require hitting that right amount of ripeness.

The USA should not initiate a war of choice with Iran. Have we learned nothing from the lies and abject waste of lives and resources that was the Iraq War

Welcome to the storage decade, we're pleased to make it happen 💪💪💪

Rystad says: "Battery storage is no longer just enabling
renewables — it is actively replacing gas
generation."

Batteries globally will jump 136 GW/350 GWh in 2026, ~2X 74 GW added in 2024!

More than 250 GW total was installed globally as of 2025
www.rystadenergy.com/insights/ene... #energysky

would you like to super size your horrors today sir

CC #EnergySky

Holy smokes, the US added over 15 GW of #EnergyStorage in 2025, according to EIA 860m data. That's more than gas (5.1 GW) and wind (5.8 GW) combined!