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Doug Lewin

@douglewin.bsky.social
7.2K followers 616 following 426 posts

⚡ Energy Expert 🎙 Host: Energy Capital Podcast 📜 Author: Texas Energy & Power Newsletter 🌎 Founder of Stoic Energy www.douglewin.com

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Doug Lewin @douglewin.bsky.social · 09/12/2025
That and much more in the Texas Grid Roundup: www.douglewin.com/p/texas-add...
douglewin.com
Solar + Batteries Continue Rapid Growth: Texas Grid Roundup #84
Over 11 gigawatts of total generation were added over the last 8 months; ERCOT forward prices are trending higher; Board grants urgent status to the Dispatchable Reliability Reserve Service (DRRS).
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Doug Lewin @douglewin.bsky.social · 09/12/2025
Solar + batteries continue to grow rapidly in Texas: over 1.2 gigawatts added every month this year! Overall, more than 11 gigawatts were installed in Texas in the last 8 months, outpacing any other state or even region in the US. #txlege #txenergy 1/2
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Doug Lewin @douglewin.bsky.social · 02/12/2025
More great articles and podcasts from the past week here. www.douglewin.com/p/renewable...
douglewin.com
Renewable Growth Outpaces Demand, Reading & Podcast Picks, November 30, 2025
Solar and wind outpace demand growth; a great overview of data center rules in Texas; a Texas Energy Fund update; podcasts on electrotech and the need for transmission; and more
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Doug Lewin @douglewin.bsky.social · 02/12/2025
Solar + wind growth is outpacing global demand growth by more than 5% through the 3rd quarter of this year. Add nuclear and clean energy is outpacing demand by 10% per this Canary Media graphic. Michael Liebreich showed what 3% growth over 40 years would do... 1/2
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Doug Lewin @douglewin.bsky.social · 24/11/2025
🎧 Full podcast: tinyurl.com/mhvpfdka
douglewin.com
How AI Data Centers Can Go From Villain to Hero with Varun Sivaram
Two grid paths for AI data centers: drive bills higher and add stress to the grid, or reduce costs and outage risks by becoming flexible grid assets and catalyzing additional flexibility.
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Doug Lewin @douglewin.bsky.social · 24/11/2025
America has two possible AI futures: the villain path and the hero path. One raises bills & destabilizes grids, the other lowers bills & strengthens the grid. Varun Sivaram explains why flexible data centers could help lower costs & boost reliability. 1/2
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Doug Lewin @douglewin.bsky.social · 23/11/2025
Read more about that, including why energy use is projected to rise faster than peak demand. I also include articles on the continued risk to growth from federal obstruction of renewables, NERC's winter reliability assessment, and much more www.douglewin.com/p/texas-dem...
douglewin.com
Texas Demand Growth Highest in the US, Reading & Podcast Picks, November 23, 2025
Texas demand expected to rise even more than PJM on data center and broader industrial demand; permitting reform bill advances; NERC issues winter reliability assessment; and much more
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Doug Lewin @douglewin.bsky.social · 23/11/2025
A new report from Grid Strategies shows projected 166GW demand growth in the US with over 30% in Texas. ERCOT demand growth is projected to be higher than PJM with 14 states including the data center hub in northern Virginia. #txlege #txenergy 1/2
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Doug Lewin @douglewin.bsky.social · 19/11/2025
🎧 Full podcast: tinyurl.com/mhvpfdka
douglewin.com
How AI Data Centers Can Go From Villain to Hero with Varun Sivaram
Two grid paths for AI data centers: drive bills higher and add stress to the grid, or reduce costs and outage risks by becoming flexible grid assets and catalyzing additional flexibility.
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Doug Lewin @douglewin.bsky.social · 19/11/2025
Varun Sivaram says ERCOT is the model the world should copy. Texas has headroom, speed, and the chance to lead flexible AI load growth. We break it down on the Energy Capital Podcast.
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Doug Lewin @douglewin.bsky.social · 19/11/2025
"Data centers [can] contribute to grid reliability & help us to avoid rolling blackouts. I think we can get there, but we’re not on that path rn & folks are right to worry. This is the moment where we switch from the villain to the hero." www.douglewin.com/p/the-hero-...
douglewin.com
How AI Data Centers Can Go From Villain to Hero with Varun Sivaram
Two grid paths for AI data centers: drive bills higher and add stress to the grid, or reduce costs and outage risks by becoming flexible grid assets and catalyzing additional flexibility.
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Doug Lewin @douglewin.bsky.social · 19/11/2025
There are two paths for AI data centers: hero and villain. Emerald AI founder & CEO Varun Sivaram and I talked through the two paths. If you want to understand how AI data centers can strengthen the grid and lower electric bills, give it a listen. 1/2
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Doug Lewin @douglewin.bsky.social · 17/11/2025
Last week, Google announced a $40 billion investment for which they'll build more than 6 gigawatts of new power. There is massive potential to use these investments to improve grid reliability and lower power costs for consumers. I explored that here: www.douglewin.com/p/texas-is-...
douglewin.com
A Texas Flex, Reading & Podcast Picks, November 16, 2025
More AI data centers coming to Texas and it's only the beginning; distributed flexibility markets & DERs are a solution to multiple energy problems; gas prices rise as winter approaches; and more
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Doug Lewin @douglewin.bsky.social · 17/11/2025
The Wall St. Journal published this chart which shows there’s about 40 gigawatts of power already built or under construction for AI data centers and another 70 gigawatts of planned AI demand for power in 2025 alone. Next year will almost certainly be even bigger. 1/2
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Doug Lewin @douglewin.bsky.social · 16/11/2025
More on the potential for data centers to improve reliability, nascent flexibility markets that include residential and small commercial demand, and gas prices rising as winter approaches. All here: www.douglewin.com/p/texas-is-...
douglewin.com
A Texas Flex, Reading & Podcast Picks, November 16, 2025
More AI data centers coming to Texas and it's only the beginning; distributed flexibility markets & DERs are a solution to multiple energy problems; gas prices rise as winter approaches; and more
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Doug Lewin @douglewin.bsky.social · 16/11/2025
More data centers are coming to Texas. Google announced $40 billion in investments, including 6.2 gigawatts of new supply and an investment in residential energy efficiency. Flexibility will be the key as these massive energy users come onto the grid. #txlege #txenergy 1/2
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Doug Lewin @douglewin.bsky.social · 10/11/2025
Even if you don’t care about climate change at all, for national security & economic reasons alone, the US needs to have a share of the renewable export market. If it happens, Texas will play a major role. Much more here: www.douglewin.com/p/energy-af...
douglewin.com
Texas Key to US Competition with China, Reading & Podcast Picks, November 9, 2025
Texas solar projects at risk while China speeds ahead; affordability takes center stage; a new flexibility proposal at ERCOT; Texas' potential as a counterweight to China
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Doug Lewin @douglewin.bsky.social · 10/11/2025
China is energy dominant. The US absolutely could provide a meaningful counterweight but it would require broad political consensus to pursue an all-of-the-above strategy that includes both molecules and electrons, renewables and lower emission fossils. 1/2
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Doug Lewin @douglewin.bsky.social · 09/11/2025
Also, the Economist on China's meteoric rise as an energy superpower; the Houston Chronicle on how the federal gov is messing with Texas; Heatmap on a new load flexibility proposal in Texas; affordability as a massive political issue; and much, much more www.douglewin.com/p/energy-af...
douglewin.com
Texas Key to US Competition with China, Reading & Podcast Picks, November 9, 2025
Texas solar projects at risk while China speeds ahead; affordability takes center stage; a new flexibility proposal at ERCOT; Texas' potential as a counterweight to China
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Doug Lewin @douglewin.bsky.social · 09/11/2025
China is moving forward with renewables at a breakneck pace, but Texas could be a counterweight as we install 15-20 gigawatts of wind, solar, storage and gas per year. Unfortunately, federal big government overreach and red tape are slowing down the Texas energy miracle. 1/2
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Doug Lewin @douglewin.bsky.social · 07/11/2025
There's a new November electric demand record in Texas. It's 92 degrees in Austin – on November 7. There are 25,000 megawatts-worth of thermal plants offline for seasonal maintenance. Solar + wind providing >50% all day. Could see a battery record this evening. #txlege #txenergy
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Doug Lewin @douglewin.bsky.social · 07/11/2025
Full Episode: tinyurl.com/ewvk2yzx
douglewin.com
Information Is Infrastructure with Nat Bullard (Part 1)
Halcyon Co-Founder Nat Bullard on his annual presentation, his venture to bring order to the chaos of regulatory filings, the global EV market, gas turbine costs, data centers in Texas, and more
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Doug Lewin @douglewin.bsky.social · 07/11/2025
Gas turbines are scarce, and supply won’t catch up soon. I discuss with Nat Bullard why physics and lead times, not wishful thinking, set the pace, and how Texas can bridge the gap with renewables, storage, and smarter demand.
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Reposted by Doug Lewin
Halcyon @halcyonai.bsky.social · 05/11/2025
Texas is where the future of energy is being tested. In this week’s Halcyon post, @nathanielbullard.com joins @douglewin.bsky.social to dig into ERCOT’s soaring load queue, the state’s one-of-a-kind market, and what its data signals for the rest of the country. Read + listen 👇 hubs.ly/Q03RNcSl0
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Doug Lewin @douglewin.bsky.social · 04/11/2025
www.douglewin.com/p/residenti...
douglewin.com
Residential Demand Response Workshop Tomorrow, Texas Grid Roundup #82
PUC staff recommends lower profits than Oncor requested but higher than they currently receive; another 1.3 gigawatts of solar + storage online in October; DR workshop at ERCOT's WMS tomorrow
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Doug Lewin @douglewin.bsky.social · 04/11/2025
Texas severely lags on residential demand response, making reliability risks higher than they need to be; PUC Staff recommended higher profits for Texas' largest electricity utility; and Texas added 1.3 gigawatts of solar & storage in October. Link in reply. 1/2
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Doug Lewin @douglewin.bsky.social · 02/11/2025
How Hayek can help us think throught competition on the distribution grid by weighing the "knowledge problem" and balancing planning with markets; thoughts on human-centered AI; reaction to Bill Gates' new climate note, and much more here: www.douglewin.com/p/proposed-...
douglewin.com
Proposed Rate Increase Faces Opposition in Texas: Reading & Podcast Picks, November 2, 2025
Human-centered AI; Hayek's knowledge problem applied to electricity; Oncor's massive rate increase proposal; Bill Gates' note; why Texas keeps building wind and solar; and much more
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Doug Lewin @douglewin.bsky.social · 02/11/2025
Oncor wants a billion more per year in rate increases but "does not consider" DERs in its planning. DERs could save $8.5 billion over 10 years. It's time for regulators to require some form of competition and price discovery for the socialized distribution system. 1/2
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Doug Lewin @douglewin.bsky.social · 31/10/2025
Listen here: tinyurl.com/4s42n82a
douglewin.com
Building a Solar Supply Chain in Texas with T1's CEO Daniel Barcelo
Solar accounts for 75% of new power globally and China makes almost all of it. Can entrepreneurs tip the scales in America's favor? T1 is working on it — in Texas
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Doug Lewin @douglewin.bsky.social · 31/10/2025
1,200 Texans are already building America’s solar future. Doug Lewin talks with Dan Barcelo (T1 Energy) on how Texas could make every step of the solar supply chain, from polysilicon to panels, right here.
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Doug Lewin @douglewin.bsky.social · 30/10/2025
Texas doesn’t wait for permission to build. Doug Lewin and Dan Barcelo (T1 Energy) explore how Texas’ “build, build, build” spirit could turn distributed power into sovereign energy and why that matters for the next boom.
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Doug Lewin @douglewin.bsky.social · 29/10/2025
www.douglewin.com/p/building-...
douglewin.com
Building a Solar Supply Chain in Texas with T1's CEO Daniel Barcelo
Solar accounts for 75% of new power globally and China makes almost all of it. Can entrepreneurs tip the scales in America's favor? T1 is working on it — in Texas
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Doug Lewin @douglewin.bsky.social · 29/10/2025
Over 75% of power installed last year globally was solar and over 75% of that was made in China. Can the US manufacture enough solar for our needs and maybe enough to export? I talked with T1 Energy CEO Dan Barcelo about building a solar supply chain in Texas. 1/2
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Doug Lewin @douglewin.bsky.social · 27/10/2025
Clean energy is full of opportunities for Texas, read more below www.douglewin.com/p/the-energ...
douglewin.com
AI Data Centers Aren't Causing Higher Prices: Reading & Podcast Picks, October 26, 2025
WaPo on rising electricity costs; Bordoff & O'Sullivan on "the energy weapon"; critical minerals mining in Texas; EIA on demand growth in Texas; backup power for nursing homes; and much more
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Doug Lewin @douglewin.bsky.social · 27/10/2025
ERCOT demand is up 5% year-over-year & 23% since 2021 with nearly all of the demand growth being met by wind, solar & batteries, according to EIA. Solar has gone from a barely perceptible sliver to nearly 15% in only 4 years, with most of the growth in the last year. 1/2
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Doug Lewin @douglewin.bsky.social · 26/10/2025
Much more on that as well as the re-emergence of energy as a weapon in geopolitics, the rise of critical minerals and not-so-rare earths mining in Texas, the EIA on rising demand in Texas, and more here: www.douglewin.com/p/the-energ...
douglewin.com
AI Data Centers Aren't Causing Higher Prices: Reading & Podcast Picks, October 26, 2025
WaPo on rising electricity costs; Bordoff & O'Sullivan on "the energy weapon"; critical minerals mining in Texas; EIA on demand growth in Texas; backup power for nursing homes; and much more
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Doug Lewin @douglewin.bsky.social · 26/10/2025
AI data centers aren't driving bills higher. In many places, rising demand is lowering costs as fixed costs are spread out to more users. 1/2
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Doug Lewin @douglewin.bsky.social · 23/10/2025
More on batteries and other grid updates, including on Entergy's very expensive gas plants and the growth of ERCOT's large load queue here: #txlege #txenergy www.douglewin.com/p/texas-lar...
douglewin.com
Texas Large Load Queue Swells To Over 200 Gigawatts: Grid Roundup #81
ERCOT will provide updates on the large load interconnection process and the PUC will consider Industrial Consumers' request for rehearing; batteries stretch out as thermal outage season picks up
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Doug Lewin @douglewin.bsky.social · 23/10/2025
There are nearly 23 gigawatts of thermal plants offline for maintenance as Texas continues to have way above average heat. To pick up the slack, batteries are deploying for longer periods; they discharged over 3,000 megawatts for 2+ hours Tuesday evening. 1/2
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Doug Lewin @douglewin.bsky.social · 20/10/2025
www.douglewin.com/p/market-ba...
douglewin.com
Market-Based Renewables Lower Prices, Reading & Podcast Picks, October 19, 2025
Batteries are booming in Texas; LBL/Brattle study shines light on factors driving power prices; reckoning with China's growth; Corpus Christi is running out of water; and much more
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Doug Lewin @douglewin.bsky.social · 20/10/2025
Load growth lowers costs customers, according to a recent LBL / Brattle study. There is a lot more potential for residential bill reductions. More on that study, Base's billion dollar raise, Corpus Christi running out of water, and much more in the link in the reply 1/2
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Doug Lewin @douglewin.bsky.social · 19/10/2025
LBL/Brattle study shines light on factors driving power prices, notes medium price reductions from market-based renewables; also, reckoning with China's growth; Corpus Christi is running out of water; Base raises a billion, and much more: www.douglewin.com/p/market-ba...
douglewin.com
Market-Based Renewables Lower Prices, Reading & Podcast Picks, October 19, 2025
Batteries are booming in Texas; LBL/Brattle study shines light on factors driving power prices; reckoning with China's growth; Corpus Christi is running out of water; and much more
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Doug Lewin @douglewin.bsky.social · 15/10/2025
auroraer.com/events/us-e...
auroraer.com
US Energy at a Crossroads: Dominance or Disruption?
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Doug Lewin @douglewin.bsky.social · 15/10/2025
Don't miss Aurora's 2nd Annual Energy Transition Forum in NYC next week October 21. Link to register in the reply. 1/2
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Doug Lewin @douglewin.bsky.social · 14/10/2025
Find the full story and much more here ➡️ www.douglewin.com/p/markets-k...
douglewin.com
States With High Renewable Share Have Lower Power Costs: Reading & Podcast Picks, October 12, 2025
Houston area suffers frequent "blue sky" outages; buyers' remorse from the Permian; data shows Administration's claims on renewables are wrong; renewables pass coal globally
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Doug Lewin @douglewin.bsky.social · 14/10/2025
Electricity costs are increasing nationwide, but the idea that clean energy drives up prices? The data clearly doesn't support those claims. States that added renewables fastest generally have lower electricity costs.
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Doug Lewin @douglewin.bsky.social · 14/10/2025
luma.com/dervos2025
luma.com
DERVOS 2025 · Luma
The energy event of the year, hosted by DER Task Force. Come for the debates, hot takes, demo day, and more. Visit our DERVOS 2025 Announcement post for the…
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Doug Lewin @douglewin.bsky.social · 14/10/2025
NYC people: Don't miss DERvos this Friday! I'll be there and you should, too. Link to register in the reply. 1/2
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Doug Lewin @douglewin.bsky.social · 13/10/2025
www.gridraven.com/rsvp-austin...
gridraven.com
October 14th - Austin Energy Leaders Breakfast & Roundtable
Join us for a discussion on energy affordability, growth, and reliability in the Texas grid.
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Doug Lewin @douglewin.bsky.social · 13/10/2025
Austin energy people: Don't miss this great event hosted by Gridraven tomorrow at Capital Factory downtown. #txenergy 1/2
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