Why utilities have less leverage than they think. The uncomfortable conversation that we need to have. View here: https://www.utilitydive.com/news/the-data-center-dependency-crisis-when-our-grid-cant-function-without-big/806172/

Tech giants are sick of waiting around for electricity. But locking in future power means taking on more upfront risk. The race to build up more AI data centers has created a strain on the existing power grid while also bottlenecking the ambitious plans  of the world’s largest tech companies. View here: https://www.wsj.com/business/energy-oil/as-tech-giants-get-more-hands-on-with-energy-their-risks-rise-aa5bb8e9?st=kkn8zc&reflink=desktopwebshare_permalink

Power timelines break first. Then political tolerance. Then capital patience. That is the order. Not because people are careless or malicious, but because the system is being asked to move faster than its physical and institutional limits allow. View more: https://dirttodata.substack.com/p/what-actually-breaks-first-in-ai?utm_campaign=post-expanded-share&utm_medium=web&triedRedirect=true

RTOs are a problem. Who is actually responsible for grid reliability and security and economics? Governors in PJM territory are demanding...

Behind a rising number of outages are new stresses on the system

Speculative data center interconnection requests are distorting grid planning and potentially leading to over-investment and higher...

The financial risks associated with surging AI data center electricity demand and grid constraints (eg power shortages, backup use, etc)...

Synchronous generation provides the "muscle" for a power grid. Despite the fervent wishes of renewable power advocates, synchronous...

Grid constraints, slow interconnection, supply chain delays, and workforce shortages are key challenges along with load growth (mostly...

Electricity growth reality is looking like natural gas - even on the trading floor. View more; https://www.wsj.com/business/energy-oil/ai...

Renewables supply only a fraction of new electricity loads in the PNW. As a result, data center operator statements about clean and...

Liquid hydrogen ventures are niche. Don't jump into them without major industrial gas company alignment. View more:...

Large-scale carbon capture is unproven and costly. Storage and sequestration in massively inadequate. Maybe the value proposition should...

Surging electricity demand, retiring coal plants, transmission bottlenecks.... and the need for reliable firm capacity, here's the...

Ever wondered what the relative scale and relationship between our macro energy use and emissions look like? View more:...

Who is ultimately responsible for grid resilience? Protecting power plants against extreme winter conditions clearly isn't viewed the...

Considering hydrocarbon's size and balance sheet and history, climate progress at scale can't happen without critical mass (and dollars)...

Fugitive methane emissions are a key part of the climate equation. Reducing those emissions is not impossible, but the lion's share in...

Our domestic natural gas ecosystem could and SHOULD be a much cleaner source of energy. View More: https://web.archive.org/web/2021032208...

Real innovation isn't for the faint of heart. You need strategic vision and stakeholder collaboration because early on the economics...