iiinova — where your digital self keeps evolving

Doesn't surprise me, tbh. The legacy infrastructure of pretty much everything built post-WWII is starting to erode and we've done so little to modernize it all. Daunting but critical. Maybe if we incorporate grid-enhancing technologies etc. while doing so, it'll somehow be a net positive. Maybe.

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Evergreen ... skeet? (Ugh.) But yeah, I could already do without people singing the virtues of this place ad nauseam. We get it. Most of us are here trying it out for the same reason.

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Of course — my main point was that DOE might exert pressure on FERC again, though — it’s independent but it wouldn’t have even had to initiate a rulemaking proceeding if DOE hadn’t written a memo requesting it do so (pursuant to Sec. 403 of DOE Act). A new FERC chair might hew closer to DOE’s ideas!

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Legit feels like exponential growth over the past week (quant ppl please don’t come for me over the actual meaning of that)

Absolutely — similar phenomena in the Florida Keys, too. I visited my friend + her family last year and we saw the usual boating excursions for snorkeling, even though there wasn’t much for the tourists to see. The lag period of expectation still favors those communities … how much longer, though?

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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

Except if DOE asks FERC to distort + circumvent market forces by ordering RTOs to buy (at above-market rates) from certain “at-risk” coal (+ nuclear) plants for at least 2 years under the guise of “fuel security.” FERC didn’t play ball then (in ‘18), but technically it is an agency under DOE, so tbd

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Reposted by Aaron Bryant

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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Aaron Bryant @ajbry.bsky.social · 18/11/2024

my ex-wife lives there, so I’ll have to trust this data independently of that. (Sincerely, an Alexandria resident)

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Reposted by Aaron Bryant

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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Reposted by Aaron Bryant

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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Tempted to use that FERC seal in a client presentation and see if anyone notices tbh

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Agreed — and thanks for sharing this article especially (I ghostwrote my boss’ quotes)

Landman | Official Trailer | Paramount+

#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

YouTube video by Paramount Plus

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Right? Kind of surprised at some of the hand-waving bc he’s … pro-geothermal. LPO is probably no longer. A bunch of other DOE funding sources w/r/t the IRA + recent initiatives also likely gone or reduced significantly. I’m an “all of the above” guy myself but I think this will be a regressive shift

Stephen Stapczynski @sstapczynski.bsky.social · 17/11/2024

Reposted by Aaron Bryant

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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Aaron Bryant @ajbry.bsky.social · 16/11/2024

A relatively establishment pick, tbh — at least compared to the other cabinet nominees. His stance on climate change isn’t shocking but he seems to mostly(?) take issue w/ what he perceives as alarmism. He’s been wrong about extreme weather, though, so that’s not to say he’s operating in good faith

Robinson Meyer @robinsonmeyer.bsky.social · 15/11/2024

Reposted by Aaron Bryant

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

Garrett M. Graff @vermontgmg.bsky.social · 13/11/2024

Reposted by Aaron Bryant

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

LFG. I've never knocked on doors for a national campaign before, but I would in 2027 and 2028 if you run

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Reposted by Aaron Bryant

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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You can’t even search for terms in Amazon reviews anymore until their AI (slowly) generates a “summary” — it feels like companies are trying to integrate it just for the sake of it … without actually being more efficient

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BOEM Announces Draft Environmental Review of Potential Mitigation of Future Development of Wind Lease Areas Offshore California

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 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...

somewhat quietly, the Biden admin cleared the path for nuclear to re-emerge and now — in the wake of significant load growth due to data centers — it’s easier to get out in front and spend some remaining political capital in promoting it. Trump will have little cause in reversing this momentum, imo

Sander Tordoir @sandertordoir.bsky.social · 13/11/2024

Reposted by Aaron Bryant

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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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

I feel like cat pics are a rite of passage on any new platform, so here’s my contribution

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Reposted by Aaron Bryant

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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FERC Staff Issues Request for Comments Regarding Large Loads Co-Located at Generating Facilities Technical Conference

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

Event Details

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Avi Zevin @azevin.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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Reposted by Aaron Bryant

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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