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Aaron Bryant

@ajbry.bsky.social
496 followers 438 following 29 posts

Energy markets analyst @WhiteCase, runner, Blue Devil. Views are my own & not firm-associated guidance — especially because they haven’t found me here (yet).

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Aaron Bryant @ajbry.bsky.social · 19/12/2024
WaPo just reported that the Biden admin is drafting an EO to “allow construction of massive data centers and electrical power plants on federally owned lands” #EnergySky www.washingtonpost.com/business/202...
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Rory Johnston @roryjohnston.bsky.social · 13/12/2024
"German power prices spiked .. to a level not seen since the energy crisis in 2022, as wind generation receded" Imports hit their highest level in a decade I'm not anti-wind, love all kinds of generation! But proponents sacrifice cred by constantly downplaying weaknesses/risks
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Joe Weisenthal @weisenthal.bsky.social · 13/12/2024
We finally did a geothermal episode podcasts.apple.com/us/podcast/o...
podcasts.apple.com
Tim Latimer on Solving the Financing Problem for Geothermal
Podcast Episode · Odd Lots · 12/13/2024 · 41m
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Ethan Howland @ethanhowl.bsky.social · 21/11/2024
FERC today upheld its transmission planning/cost allocation rule, but gave states a bigger role in the process. “I would say to the states this is giving you a much bigger toolbox with a much better set of tools,” said FERC’s Christie, who voted against the initial Order 1920.
ferc.gov
Presentation | Order No. 1920-A, Building for the Future Through Electric Regional Transmission Planning and Cost Allocation
Docket No.  RM21-17-001 | News Release
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Ken Sands @kensands.bsky.social · 21/11/2024
FERC 1920a changes seem to revolve around giving increased involvement in cost allocation to “state entities.” Something Commissioner Christie raised previously. 🔌💡
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Heather O’Neill @honeill.bsky.social · 21/11/2024
🔌💡New Advanced Energy United report quantifies benefits of successful #interconnection reform: 💰$100B economic benefits ⚡️significantly boost grid capacity 👷‍♀️create 1m years’ worth of employment blog.advancedenergyunited.org/reports/inte...
blog.advancedenergyunited.org
How Interconnection Reform Can Accelerate Clean Energy Deployment
As the “generator interconnection” process continues to lengthen electricity deployment timelines, regulators and energy developers are looking for efficiencies that can accelerate deployment of energ...
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Aaron Bryant @ajbry.bsky.social · 19/11/2024
Just published: My team breaks down every agenda item in advance of FERC's open meeting on Thursday #EnergySky www.whitecase.com/insight-aler...
whitecase.com
Summary of FERC Meeting Agenda for November 2024 | White & Case LLP
Summaries of the agenda items for the Federal Energy Regulatory Commission's monthly open meeting to be held on November 21, 2024, pursuant to the sunshine notice released on November 14, 2024. In thi...
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Aaron Bryant @ajbry.bsky.social · 19/11/2024
Just published: My team breaks down every agenda item in advance of FERC's open meeting on Thursday #EnergySky www.whitecase.com/insight-aler...
whitecase.com
Summary of FERC Meeting Agenda for November 2024 | White & Case LLP
Summaries of the agenda items for the Federal Energy Regulatory Commission's monthly open meeting to be held on November 21, 2024, pursuant to the sunshine notice released on November 14, 2024. In thi...
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Aaron Bryant @ajbry.bsky.social · 19/11/2024
The state of GBR — and virtually all reefs globally, tbh — is the most underreported ecological disaster of our time. We’re watching them bleach and die off in real time.
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Josh Macey @joshuamacey.bsky.social · 18/11/2024
I am happy that my paper on transmission line cost allocation with @jacobmays.bsky.social is now out in the energy law journal. papers.ssrn.com/sol3/papers..... The paper is a deep dive on the law and economics of transmission lines. Full disclosure: I am a transmission line enthusiast.
papers.ssrn.com
THE LAW AND ECONOMICS OF TRANSMISSION PLANNING AND COST ALLOCATION
This Article considers how to allocate the costs of transmission when states, utilities, or other classes of customers adopt different clean energy policies. It
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Jon Lamson @jonlamson.bsky.social · 18/11/2024
Major news last week on the New England Clean Energy Connect transmission line, which has been delayed by over three years from its initial in-service date. (1/9)
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Shanu Mathew @shanumathew.bsky.social · 18/11/2024
Data center land commentary: "elsewhere though the demand is seeming insatiable with one player noting having worked on 5 GWs over 10+ years, with a backlog of work that is now 30 GWs+ while another said any deferrals/cancellations are immediately backfilled by multiple parties who want their place"
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Richard Ollington @richardollington.bsky.social · 18/11/2024
Bank of America scores nuclear as a 'medium' investment risk It's a lower risk score than wind, the same as battery storage, and higher than solar PV institute.bankofamerica.com/sustainabili...
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Aaron Bryant @ajbry.bsky.social · 17/11/2024
#EnergySky appointment viewing — ‘Landman’ on Paramount+ premieres today! Early reviews seem … bad, but we can still use our collective wisdom to roast it / hate-watch www.youtube.com/watch?v=7zxh...
youtube.com
Landman | Official Trailer | Paramount+
YouTube video by Paramount Plus
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Stephen Stapczynski @sstapczynski.bsky.social · 17/11/2024
Russia takes aim at US nuclear power by throttling uranium 🇷🇺☢️ ⚠️ Russia is temporarily limiting exports of enriched uranium to the US, creating potential supply risks to utilities operating reactor 👉 Russia controls ~50% of the world’s capacity to separate uranium isotopes needed in reactors
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Robinson Meyer @robinsonmeyer.bsky.social · 15/11/2024
It hasn’t received a lot of attention, but a federal court this week chucked 40 years of rules governing America’s most controversial environmental law into the wood chipper. Here’s what happens next: heatmap.news/climate/nepa...
heatmap.news
A Court Just Broke America’s Most Divisive Environmental Law. Here’s What Happens Next.
In a word: chaos.
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Ari Peskoe @aripeskoe.bsky.social · 15/11/2024
Kind of a big deal. This week, FERC approved filings from MISO and SPP that will finance construction of high-voltage transmission to enable the connection of 30 GW of wind, solar, and storage. Yet, many clean energy developers opposed the plan - 🔌💡 elibrary.ferc.gov/eLibrary/fil...
elibrary.ferc.gov
eLibrary
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Ari Peskoe @aripeskoe.bsky.social · 15/11/2024
Avangrid sues Nextera about its NECEC transmission line project, claiming "NextEra has committed anticompetitive, unfair, and deceptive business practices to foreclose competition for the supply of wholesale electricity on the ISO-New England marketplace." statepowerproject.org/wp-content/u...
statepowerproject.org
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Aaron Bryant @ajbry.bsky.social · 14/11/2024
Order No. 1920 rehearing requests — and Petitions for Review at federal appeals courts — on the agenda for FERC's monthly meeting next week (item E-1) 🔌💡 www.ferc.gov/media/sunshi...
ferc.gov
Sunshine Notice | November 2024 Commission Meeting
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Ravi Manghani @raviam.bsky.social · 14/11/2024
Welp. It was a fun ride till it lasted. Exclusive: Trump's transition team aims to kill Biden EV tax credit. 🔌💡 www.reuters.com/business/aut...
reuters.com
Exclusive: Trump's transition team aims to kill Biden EV tax credit
President-elect Donald Trump's transition team is planning to kill the $7,500 consumer tax credit for electric-vehicle purchases as part of broader tax-reform legislation, two sources with direct knowledge of the matter told Reuters.
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Claire Wayner @cwayner.bsky.social · 14/11/2024
Exxon CEO urges Trump not to back out of Paris Agreement for a second time (!) www.utilitydive.com/news/exxonmo...
utilitydive.com
ExxonMobil urges Trump not to withdraw from Paris Agreement again
“A second U.S. exit from the Paris Climate Agreement will have profound implications for the United States’ efforts to reduce its own emissions,” an Exxon spokesperson said.
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Garrett M. Graff @vermontgmg.bsky.social · 13/11/2024
If anything, we’re probably under-imagining how disruptive and different the next decade or generation of America will be. I sketch out here two scenarios (not mutually exclusive) about the peril and challenge ahead: www.doomsdayscenario.co/p/two-scenar...
doomsdayscenario.co
Two scenarios for the years ahead
What if America Doesn’t Meet This Moment?
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Jesse D. Jenkins @jessedjenkins.com · 13/11/2024
CEOs of Exxon & Total Energies tell the Trump administration not to scrap the Biden administration’s regulation to curb methane emissions from oil and gas operations: www.semafor.com/article/11/1... 🔌💡 🛢️🔥
semafor.com
Exxon CEO: Trump shouldn’t scrap methane regulations | Semafor
Oil companies should play a bigger role in global climate action, Darren Woods told Semafor.
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RTO Insider @rtoinsider.bsky.social · 13/11/2024
The Biden administration on Nov. 12 rolled out a new plan to triple nuclear power in the U.S. by 2050, with a multipronged strategy of building new large and small modular reactors. #energysky🔌💡 See Full Story: ow.ly/sW6o50U5MSP Writer: K Kaufmann
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Aaron Bryant @ajbry.bsky.social · 13/11/2024
California ramping up to join the east coast in offshore wind development? BOEM releasing a new "regional" EIS tmrw, which follows the approved CA ballot initiative allocating a portion of $800m to OSW (ports), + CPUC approving a 7.6 GW by '35 target this past summer 🔌💡 www.boem.gov/newsroom/pre...
boem.gov
BOEM Announces Draft Environmental Review of Potential Mitigation of Future Development of Wind Lease Areas Offshore California
BOEM invites the public to comment on a regional environmental analysis of potential mitigation measures on future development activities for five offshore wind lease areas off California’s central an...
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Sander Tordoir @sandertordoir.bsky.social · 13/11/2024
Chart from forthcoming work. As Trump may wind back the US’s green subsidies, a real opportunity in manufacturing opens up for disliked allies Germany and Japan. The pair boast leading comparative advantages in producing the industrial goods for the green transition. And it isn’t even close.
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Aaron Stemplewicz, Esq. @aaronstemp.bsky.social · 12/11/2024
The DC Circuit's apparently new-found willingness to rule on issues not briefed or raised before it (here, CEQ authority), should be something future petitioners very carefully consider when going to that court in the upcoming Trump years . . . media.cadc.uscourts.gov/opinions/doc...
media.cadc.uscourts.gov
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Aaron Bryant @ajbry.bsky.social · 12/11/2024
Deviating from energy for a sec to say something I couldn’t on the other site without incurring the wrath of incels + trolls — I love the new Dragon Age. I’m not an avid gamer but I waited 10 years for Veilguard and, while it’s different, so far I’ve really enjoyed it.
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James Coleman @energylawprof.bsky.social · 12/11/2024
Huge D.C. Circuit decision holding that the Council on Environmental Quality never had authority to issue the National Environmental Policy Act regulations that have been used for nearly half a century media.cadc.uscourts.gov/opinions/doc...
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Aaron Bryant @ajbry.bsky.social · 12/11/2024
FERC requesting comments w/r/t co-location following the technical conference (and, of course, the rejection of the data center ISA between AWS + Talen). I wonder if they’re building a formal record to facilitate a NOPR soon. Thoughts? 🔌💡 www.ferc.gov/news-events/...
ferc.gov
FERC Staff Issues Request for Comments Regarding Large Loads Co-Located at Generating Facilities Technical Conference
Event Details
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Aaron Bryant @ajbry.bsky.social · 12/11/2024
Super insightful thread — we’ve been fielding similar ?’s from clients. I’ve pointed to the ill-fated (& failed) DOE memo mandating FERC to bolster payments to coal + other “fuel secure” conventional gen in ‘17 as an example how the admin might try to exert some influence. But FERC didn’t play ball!
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Avi Zevin @azevin.bsky.social · 12/11/2024
U.S. leadership advancing nuclear energy at home and abroad can and should continue. At COP29, the US is announcing national targets to triple nuclear by 2050, and jumpstart that with 35GW by 2035. Plus we're releasing a framework of actions for how to get there. www.bloomberg.com/news/article...
bloomberg.com
US Unveils Plan to Triple Nuclear Power By 2050 as Demand Soars
President Joe Biden’s administration is setting out plans for the US to triple nuclear power capacity by 2050, with demand climbing for the technology as a round-the-clock source of carbon-free power.
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Tyler Norris @tnorris.bsky.social · 12/11/2024
I created an Electric Grid & Power Systems v2 starter pack (v1 maxed out at the 150 cap) - if you're in this space, lmk and I'll add you! go.bsky.app/2F6MLRo
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Aaron Bryant @ajbry.bsky.social · 12/11/2024
I was a little skeptical, tbh — we had similar momentum with Threads, remember? — but this feels like a real shift. Props to @tnorris.bsky.social for mobilizing the charge here #EnergySky
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