iiinova — where your digital self keeps evolving

Pretty much a chemical plant that also generates heat and power at this point.

I mean there's always the investment profile angle. New capital to earn a return on, then lower O&M overheads you don't have to carry. I think thats an easier sell in a wash than a landslide. Idk, I definitely believe in the death by 1000 cuts theory. You're just not going back on the first 990 now

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Hot rocks make solar panel go brrrr

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RTO Insider @rtoinsider.bsky.social · 28/02/2025

Eh, I'd say it's "other policy". Take away FGD, SCR, cooling water, MATS, and ash handling and you're pretty much left with half a combined cycle and a bulldozer. We're never going back, but the boiling water part could still be cheap.

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Reposted by Drew Smithee

Another mature offshore wind project is facing financial write-downs and a potential yearslong delay in the wake of the Trump administration’s moves to shut the sector down. #energysky🔌💡 See Full Story: ow.ly/nXPa50V8hKm Writer: John Cropley

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Drew Smithee @drewsmithee.bsky.social · 02/03/2025

Noooo. I was on the short list for a helicopter ride to do some routing a few years ago but we ended up flying drones instead.

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Drew Smithee @drewsmithee.bsky.social · 06/02/2025

Who remembers the scene in Weeds with with the giant light up cross (stolen from a church) gets them busted because of the thermal signature?

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Reposted by Drew Smithee

Miriam Wasser @miriamwasser.bsky.social · 06/02/2025

3/ Advocates of networked geothermal say the model is still viable. (Two other pilots in Mass are moving ahead. One, in fact, is already built and collecting data in its first heating season) The whole point of pilot projects is to learn, they say

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Reposted by Drew Smithee

Jesse D. Jenkins @jessedjenkins.com · 28/01/2025

Chevron & GE Vernova formed a partnership to develop natural gas-fired power plants next to data centers, aiming to tap into artificial intelligence’s surging demand for electricity, with their first gigawatt online by 2028 www.bloomberg.com/news/article... Follows a similar NRG+GE deal last week 🔌💡

bloomberg.com

Chevron Plans to Build Gas Plants to Power AI Data Centers

Chevron Corp., investor Engine No. 1 and GE Vernova Inc. formed a partnership to develop natural gas-fired power plants next to data centers, aiming to tap into artificial intelligence’s surging deman...

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Drew Smithee @drewsmithee.bsky.social · 26/01/2025

Yeah but it turns for me now. And that's kind of cool.

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Reposted by Drew Smithee

Jesse D. Jenkins @jessedjenkins.com · 23/01/2025

Wow. With data center owners hunting for power, South Carolina utility Santee Cooper is accepting bids to buy the site of the disastrous V.C. Summer nuclear project, which cost $9 billion before being cancelled in 2017 with the twin reactors just 40% complete www.nytimes.com/2025/01/22/b... 🔌💡 ⚛️

nytimes.com

South Carolina Utility Wants to Sell Unfinished Nuclear Power Site (Gift Article)

The utility, Santee Cooper, is trying to sell two nuclear reactors that it abandoned in 2017 as tech companies seek new sources of electricity for data centers.

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Drew Smithee @drewsmithee.bsky.social · 23/12/2024

*for the utility to prescribe exactly as much risk as the PUC directs them too*

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Reposted by Drew Smithee

Autumn T. Johnson @autumntjohnson.bsky.social · 19/12/2024

Not only did the ACC uphold APS' punitive fee on solar, it also ordered APS to increase the fee in its next rate case, which APS is expected to file in 2025. APS has said the fee should be as high as $88 a month PER CUSTOMER. #energysky #solar #arizona

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Justin Gerdes @justingerdes.bsky.social · 19/12/2024

The Montana Supreme Court just handed young climate activists a landmark victory by affirming the state constitutional right to a clean environment. It could provide a template for action at other state supreme courts: www.quittingcarbonmedia.com/lawsuits-tha... by me at Quitting Carbon 🔌💡

quittingcarbonmedia.com

Lawsuits that reach state supreme courts could drive climate action during Trump 2.0

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And to be fair. I am not a trader or a scheduler. I would like to be smarter about those things. But I'm not. I'm a fundamentals guy and an engineer that gives those two their bookends.

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The state utility commission encourages me to not be a degenerate gambler 🤷‍♂️

So I’ve been talking on the other app and being educated. I know you can trade anything, I didn’t realize capacity was as liquid as it is. It’s like gold to an LDC, never enough. So yeah tradeable product, do it. But I’ve never owned extra. Lol

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So counterpoint, pipelines are fully subscribed. You can’t just say I want transco Z6 2025. Like it’s owned. Fuck off.

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You can buy a ten day peaking supply. You cannot buy ten day peaking transport. Like that’s the gap here. I can buy gas and sell gas. I cannot buy transport and sell transport. It’s either valuable and I need it, or it’s worthless.

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Tens of millions a year? But a bcf of gas at $75/dt wipes that out in a day.

To my knowledge, the first widespread use of neural networks was in boiler optimization software in the late 80s and early 90s. Yet we call utilities dinosaurs when it’s essentially baby ChatGPT.

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We literally scheduled a bcf on a 600k burn yesterday because, why not? OFO over penalty for days and no downside to leave it on the pipe. Welcome to LDC forecasting

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Not particularly. Do you want to buy firm path capacity on a trade in September when IT path is essentially free? We buy the capacity because it’d cost billions in liability to not have it those 15 days.

Yeah and it’s not really wiggle room, it’s like between a 0.5-2bcf of firm per major metro that does nothing 350 days a year. This shit is gamed all the time and leads to serious rate and reliability issues for free riders.

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Also blue sky notifications are terrible. I saw this because I was tagged at that other place. Sorry

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Yeah they tried moving to 15 minute nominations on a pipeline that shall not be named to match power gen noms. Not happening. Gas LDCs can’t do that. What time you taking a shower? 7:30 or 7:45?

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