iiinova — where your digital self keeps evolving

Killian Daly @energykillian.bsky.social · 14/04/2026

New policy idea. Electricity demand is rising in the US, driven by data center growth. How do we power this technological shift without locking in gas generation or raising costs for ratepayers? Our our. A feebate for clean firm power. energytag.org/us-electron-...

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Killian Daly @energykillian.bsky.social · 13/12/2025

The benefits of building. This 12 GW power line could carry all Spanish solar generation to Finland. It was built in 3 years. Western democracies used to think and build big. If we don’t start again, prosperity will erode and perhaps democracy with it.

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Killian Daly @energykillian.bsky.social · 13/12/2025

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Ed Porter @edporter.bsky.social · 16/10/2025

The juice is worth the squeeze. Check out @energykillian.bsky.social on Transmission talking through how we can reform green certificates to make an energy system fit for future and close some huge loopholes in "green" supply today. www.youtube.com/watch?v=slhg...

youtube.com

The flexibility blind spot in carbon accounting with Killian Daly (EnergyTag)

YouTube video by Modo Energy

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Killian Daly @energykillian.bsky.social · 14/10/2025

Clean power is cheap power. Let’s make it round the clock. Enter batteries.

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Killian Daly @energykillian.bsky.social · 30/05/2025

Renewables + storage is the perfect match. Without storage, renewables hit a grid integration ceiling. With storage, the benefits of cheap renewables is made available even when there is no wind or sun. China seems to get this, with rapid buildout of pumped hydro show here (and batteries).

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Killian Daly @energykillian.bsky.social · 26/05/2025

Hmm. Yes I have seen the Meta Louisiana 2GW new gas story mentioned in the IEA report… do you have other public examples like that ? Also have seen NextEra saying new gas turbines have long lead times rn wonder how that’s affecting things ?

report.do

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Killian Daly @energykillian.bsky.social · 26/05/2025

For sure, but I guess 80 % renewables plus storage and 20% grid is better than 100% grid for example? Or definitely better than 80% gas and 20% grid, seems like that’s the point the IEA is making

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Killian Daly @energykillian.bsky.social · 26/05/2025

I guess I was referring to physical PPAs or DCs with onsite renewables and a grid connection rather with residual power coming from the grid. I understood that currently DC have limited ability to load shift around the world, but indeed that would be ideal if scalable

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Killian Daly @energykillian.bsky.social · 26/05/2025

super interesting @solarchase.bsky.social, has BNEF looked at optimal strategies for sourcing the power needed to meet this growth? IEA analysis finds that hybrid renewables are already cost competitive (see pg 85 of Energy and AI report), iea.blob.core.windows.net/assets/34eac...

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Ember @ember-energy.org · 05/04/2025

🗣️ “Renewables are already a cost-effective solution for Indian industry, and 24/7 clean power is the benchmark for the future of renewable procurement,” says EnergyTag Executive Director @energykillian.bsky.social

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Killian Daly @energykillian.bsky.social · 14/02/2025

@iea.org Electricity 2025 report out today. Electricity is increasingly the lifeblood of our economies. EU industrial prices are 2x the US and 1.5X China. Taxes, gas reliance, and inefficient renewable integration are all drivers. Solutions needed. iea.blob.core.windows.net/assets/38a95...

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Killian Daly @energykillian.bsky.social · 12/02/2025

@iea.org says "Today, utility-scale batteries paired with solar PV are already competitive with new coal plants in some countries like India. In just the next few years, batteries + solar will be cheaper than new natural gas plants in the US & new coal in China" (Source: x.com/iea/status/1...)

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Devon Swezey @devonswezey.bsky.social · 06/02/2025

🔌💡 Google released a novel study on the lifecycle emissions of AI accelerator chips, showing a 3x improvement in the carbon-efficiency of AI workloads over two generations. We also report average market-based electricity emissions calculated on a 24/7 basis. More: cloud.google.com/blog/topics/...

cloud.google.com

TPUs improved carbon-efficiency of AI workloads by 3x | Google Cloud Blog

A new study finds that TPU hardware has seen a 3x improvement in the carbon-efficiency of AI workloads from TPU v4 to Trillium.

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Brian Tyler Cohen @briantylercohen.bsky.social · 27/01/2025

Working on getting those prices down I see.

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Jesse D. Jenkins @jessedjenkins.com · 22/01/2025

Trump demands to be the center of attention. It's hard not to see Trump 2.0 as the biggest energy story in the world. But China begs to differ: China built 277 GW of solar (877 GW total now!) & 80 GW of wind (521 GW total) in 2024. That, as Trump would say, is 'uge! electrek.co/2025/01/21/c... 🔌💡

electrek.co

China installed a record capacity of solar and wind in 2024 – in numbers

China saw monumental solar and wind growth in 2024, according to data released today by its National Energy Administration (NEA).

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Killian Daly @energykillian.bsky.social · 22/01/2025

Absolutely and the % decrease is remarkable. Just a reminder that despite the great renewable capacity numbers we see a lot , coal still on the risk in absolute terms

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Killian Daly @energykillian.bsky.social · 22/01/2025

China is still Coal powered, and that keeps growing. Renewable expansion is rapid, but coal is still King.

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Killian Daly @energykillian.bsky.social · 09/01/2025

Battery storage has often been built on the back of grid service revenues. In relatively mature markets like the UK, these revenues are drying up fast. Batteries will become more reliant on unpredictable energy arbitrage. Other revenue streams will be key (e.g 24/7 PPAs) #energysky

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Harris Berton @harrisberton.bsky.social · 07/01/2025

Very important point. I find a lot of unproductive discussions on wind and solar vs alternatives comes down to local variations like this. If you don't have dunkelflautes, or if you have enough transmission, you really can avoid the need for most (if not all) clean firm generation. 🔌💡

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Rosemary Barnes @engwithrosie.bsky.social · 07/01/2025

Dunkelflaute - no wind, no sun for weeks - isn't an Australian problem. 42 years of weather data show widespread dips last hours or a day, never weeks. Winter monthly output has never been lower than 70% of average. Long duration energy storage... youtube.com/shorts/kiKCnACikpY?feat…

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Jeff St John @jeffstjohn.bsky.social · 08/01/2025

The Biden administration has finalized rules for the IRA's lucrative — and contentious — clean hydrogen tax credits that hold fast on key climate safeguards, despite industry pushback. Will the Trump administration honor or undermine those safeguards? www.canarymedia.com/articles/hyd... #energysky

canarymedia.com

Biden’s clean hydrogen tax credits are officially decided — for now

The contentious rules for the Inflation Reduction Act’s hydrogen subsidies have been finalized. But Trump could weaken them — or rewrite the rules…

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Killian Daly @energykillian.bsky.social · 08/01/2025

Super interesting, have been following the RTC tenders a bit in India. Also in EU, PPA are becoming more hydrid with single tech solar becoming a very hard sell in markets like Spain this shift is inevitable eventually

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Killian Daly @energykillian.bsky.social · 08/01/2025

Hope that works not sure what happened above

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Killian Daly @energykillian.bsky.social · 08/01/2025

Good point, seems BESS costs are nose diving out of China and even hefty tariffs would still make their assumption look conservative.

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Killian Daly @energykillian.bsky.social · 07/01/2025

Fair point I was also curious about this. Perhaps a combination of factors such as load growth and other parts of the us not decarbonising as aggressively as CA.

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Killian Daly @energykillian.bsky.social · 07/01/2025

Great question would love to see the numbers here also. This will come faster than folks think. Check out this project which runs the numbers for the US, up to 90 % clean firm off grid but more for data centres. www.offgridai.us

offgridai.us

Fast, scalable, clean, and cheap enough

How off-grid solar microgrids can power the AI race

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Killian Daly @energykillian.bsky.social · 07/01/2025

System costs around the $6-7k billion mark. What I find super interesting is that the zero emissions 2035 system is only 13.5% more expensive than the baseline case. System decarbonisation is cheap, and this is without counting the enormous societal benefits. www.nrel.gov/docs/fy25ost...

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Killian Daly @energykillian.bsky.social · 07/01/2025

The evolution of generation by technology across all scenarios shows the inevitable rise of renewables which dominate growth. Gas largely decreases or flatlines, gas ccs increases. Storage also set to grow to support renewable integration. New technologies also will have a role but coal is toast..

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Killian Daly @energykillian.bsky.social · 07/01/2025

When there is a 2035 100 % emissions reduction constraint, wind squeezes out natural gas much more than under current policies…

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Killian Daly @energykillian.bsky.social · 07/01/2025

New NREL modelling of 61 scenarios of US power sector thru 2050 is out. Under a current policies mid case, solar and wind look set to dominate with nuclear and gas still very much in the mix and storage ramping significantly #energysky (1/n)

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Killian Daly @energykillian.bsky.social · 07/01/2025

45v is solid for green hydrogen and also avoids the worst loopholes for blue hydrogen. EU regulators should take note as blue h2 rules are finalised here

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Killian Daly @energykillian.bsky.social · 07/01/2025

Thanks Danny, as the debate in blue hydrogen still rages here in Europe, having a solid foundation to point to in 45v will be a big help in avoiding the loopholes being pushed by many.

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Danny Cullenward @ghgpolicy.org · 07/01/2025

Emily Grubert (@gruberte.bsky.social), Wilson Ricks (@wilsonar.bsky.social), and I wrote a short piece on the role of methane offsets in the final § 45V hydrogen production tax credit rules. tl;dr safeguards in the new rules will avoid the worst-case outcomes, but offsetting remains open for new H2

kleinmanenergy.upenn.edu

Methane Offsets in the Final Hydrogen Production Tax Credit Regulations - Kleinman Center for Energy Policy

Energy policy research from the University of Pennsylvania

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jacopogio @jacopogio.bsky.social · 07/01/2025

#MustRead if you are in #AI and/or in #Energy

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Killian Daly @energykillian.bsky.social · 06/01/2025

The greenhouse gas protocol is the carbon accounting rulebook used by almost all companies , it’s being reviewed so we can fix this issue. Otherwise, AI and other load growth can continue to masquerade as clean on paper while being a boon for fossil demand under the hood. End

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Killian Daly @energykillian.bsky.social · 06/01/2025

We must change electricity accounting so that you can only claim to consumer power that is produced in the same hour and on the same grid as your consumption. So to be 100% Clean you must actually do all the work needed (renewables, storage, demand response etc)….

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Killian Daly @energykillian.bsky.social · 06/01/2025

Which allow a consumer (e.g data centre) to claim to consumer zero carbon from a different grid produced any time of year. So yes, you can be “solar power all night”, defying the basics of sunset and sunrise. Not good enough. To solve this …

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Killian Daly @energykillian.bsky.social · 06/01/2025

@mliebreich.bsky.social gives a masterful summary of Energy and AI, and good to get a call out. Given the significant load growth coming, we must get the carbon accounting right. Being really green is hard, claiming to be green is easy under today’s norms… about.bnef.com/blog/liebrei...

about.bnef.com

Liebreich: Generative AI – The Power and the Glory | BloombergNEF

This year will go down in history as the year the energy sector woke up to AI. This is also the year AI woke up to energy. Is the data center power frenzy just the latest of a long line of energy sect...

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Killian Daly @energykillian.bsky.social · 06/01/2025

Could not agree more. Fast and decision relevant research with 100s millions of tons and dollars on the line. And great communication of work to broader audience to avoid it getting lost in obscurity like too much valuable research.

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Killian Daly @energykillian.bsky.social · 03/01/2025

Final 45v Clean Hydrogen tax credit rules are out today. For electrolytic hydrogen, the three pillars of hourly matching, deliverability and incrementality remain despite some flexibilities. This will change clean power sourcing and accounting. home.treasury.gov/news/press-r...

home.treasury.gov

U.S. Department of the Treasury Releases Final Rules for Clean Hydrogen Production Tax Credit

Final rules include significant changes and flexibilities to provide investment certainty and drive deployment of clean hydrogenWASHINGTON – Today, the U.S. Department of the Treasury (Treasury) and I...

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Jesse D. Jenkins @jessedjenkins.com · 03/01/2025

At long last, the US Treasury Dept has finalized rules for the clean hydrogen tax credit (45V). home.treasury.gov/news/press-r... In general, the rules are based on a strong set of environmental safeguards to ensure "clean" hydrogen is truly clean & provide the certainty industry needs to build. 🔌💡

home.treasury.gov

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Killian Daly @energykillian.bsky.social · 19/12/2024

Agree on above, I wonder also to what extent is the capture rates of solar falling fast over the last few years contributing? Maybe a need for more focus on solar + storage PPAs and auction mechanisms that build system integration in. gemenergyanalytics.substack.com/p/solar-capt...

gemenergyanalytics.substack.com

Solar capture rates in 2024

Looking back at the 2024 solar season and comparing it with the German forecasts from previous years

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Killian Daly @energykillian.bsky.social · 17/12/2024

EU Solar Deployment is crumbling. One of the key factors is declining capture rates due to a lack of flexibility in the system and and a lack of focus on system integration. PPAs and CfD must go more hydrid with storage from now on to integrate more solar api.solarpowereurope.org/uploads/Sola...

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Killian Daly @energykillian.bsky.social · 17/12/2024

Great! very happy to connect on this stuff as you wish, I used to work as a power buyer in heavy industry and now working on 24/7 CFE which also tackles this hedging issue… zero lab have done some of best modelling on system benefits of 24/7 i see you are going there soon !

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Killian Daly @energykillian.bsky.social · 17/12/2024

Nice! looking forward to following that work, I worked on this study on firming value of PPAs in Europe that was done by Pexapark, who are PPA advisors in EU, could be of interest! www.eurelectric.org/wp-content/u...

eurelectric.org

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Killian Daly @energykillian.bsky.social · 17/12/2024

have been doing quite a lot of thinking about this in the EU context, as PPA price is not PPA value, it's hedging value depending on the profile etc... I would say that today renewable PPAs are insuitable products for electro-intensive industry, but if the profile issue can be managed could change!

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Killian Daly @energykillian.bsky.social · 17/12/2024

Super interesting, have you looked at how consumers can hedge their electricity pricess with PPAs ? And also providing hedge for producer of course… in particular potential of firmed PPA which don’t pass profile risk to consumers making imperfect consumer hedges today

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