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Jonathan Geldof

@geldof.bsky.social
1.7K followers 656 following 53 posts

clean energy and transmission at ACORE. CELI fellow. Retired campaign manager. Kentucky basketball. Opinions mine

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Jonathan Geldof @geldof.bsky.social · 18/02/2026
Two exciting funding announcements in the solid state transformers space - on the same day! a16z leading Heron Power's 140m Series B, and DG Matrix announces a 40m series A a16z.com/announcement...
a16z.com
Investing in Heron Power | Andreessen Horowitz
a16z leads Heron Power's Series B
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advait @advaitarun.bsky.social · 06/02/2026
I'm unclear about why the remedies for permit/project cancelations are designed this way. Happy to be corrected on any of this, but this bill feels like a *gigantic* adverse selection problem waiting to happen. I've got a few questions:
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Jonathan Geldof @geldof.bsky.social · 10/10/2025
Good piece! I'm very interested in how much this holds true if we have a Gov. Spanberger in a couple of months.
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Jonathan Geldof @geldof.bsky.social · 15/09/2025
Companies like GE killed their coal businesses in the first Trump administration, because there is no amount of political wish-casting that can make it competitive with solar, wind and gas. I don't think there are any domestic boiler OEMs left. This stuff is a waste of everyone's time.
subscriber.politicopro.com
E&E News: West Virginia eyes new coal plants to power AI
Gov. Patrick Morrisey aims to rapidly expand his state's coal- and gas-fired power to fuel the “AI and technology arms race.”
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Jonathan Geldof @geldof.bsky.social · 09/09/2025
There were definitely some of us! Not a huge contingent but a decent number.
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Jonathan Geldof @geldof.bsky.social · 29/08/2025
The politics of utility bills are going to get a lot gnarlier than people expect.
local12.com
Indiana restaurant announces it will no longer serve power company employees
A sign was posted outside of the business, with the message written in red.
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Chirag Lala @cthelala.bsky.social · 28/08/2025
Public financing of Tx offers significant savings for ratepayers! In this research note, @buddyyakov.bsky.social & I argue replacing equity in IOU capital stacks won’t harm utility credit ratings. Rather, using cheaper debt will preserve IOU rate-basing capacity. publicenterprise.org/report/resea...
publicenterprise.org
Research note: Evaluating the impacts from reducing equity in investor-owned utility capital stacks in California
Read the full report here. Investor owned utilities (IOUs) have often presented concerns that the public development and financing of critical energy infrastructure such as transmission would weake...
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Jonathan Geldof @geldof.bsky.social · 27/08/2025
Many people are saying-- "American Industry Needs Low-Cost Energy and an Expanded Power Grid" www.realclearenergy.org/articles/202...
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Jonathan Geldof @geldof.bsky.social · 27/08/2025
This is the way. Transmission is as important for new load - much of it critical to economic and national security - as it is for new generation. nationalinterest.org/blog/energy-...
nationalinterest.org
Infrastructure for the Next Century: Transmission as a Strategic Asset
Transmission is the backbone of America’s energy future, securing national defense, powering AI and industry, and ensuring resilience against economic shocks and adversarial threats.
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Jonathan Geldof @geldof.bsky.social · 26/08/2025
OBBBA quite literally included an incentive whaling captains www.politico.com/live-updates...
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Jonathan Geldof @geldof.bsky.social · 25/08/2025
It's a subcategory of commercial load
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Jonathan Geldof @geldof.bsky.social · 22/08/2025
And yet certain administration officials will tell you with a straight face their primary policy goal is alleviating African energy poverty with propane and natural gas
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Jonathan Geldof @geldof.bsky.social · 21/08/2025
More to the point - even if you’re super bullish on AI, hyperscalers are building now without knowing their eventual market share. Don’t need jevons to fail for this to be a real question! Likely outcome is they’ll just sell the DCs but by no means assured.
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Jonathan Geldof @geldof.bsky.social · 21/08/2025
This is a very funny question. I think we would find out just because most of the relevant companies are public. But very much worth considering what happens to the infrastructure in an overbuilding scenario.
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Aaron Stemplewicz, Esq. @aaronstemp.bsky.social · 20/08/2025
🚨Pretty big news out of MISO this morning. A continuing LOLE error that has existed since 2017 has resulted in a "total financial impact based on net positions [of] approximately $280 million." In other words, load was over-charged. cdn.misoenergy.org/20250820%20R...
cdn.misoenergy.org
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Jonathan Geldof @geldof.bsky.social · 19/08/2025
This just massively overdetermines Yglesias' role in anything. There were real people - hundreds of them - making Biden's policy and comms strategy, all of whom spent more time on their niche than Yglesias did. Whether or not you think they did a good job, it's silly to blame it on one talking head.
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Jonathan Geldof @geldof.bsky.social · 15/08/2025
David Lapp, MD people's counsel
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Jonathan Geldof @geldof.bsky.social · 30/07/2025
Highlights from AEPs earnings call this morning -- 😨 24GW additional contracted load since last quarter, backed by signed LOAs. 18GW data centers (lotta crypto in addition to AI) 🔋 Believe all of $10B in current renewable projects will be credit eligible post OB3 ♻️ Disappointing on reconductoring
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Jonathan Geldof @geldof.bsky.social · 29/07/2025
Fifth graf thing is basically right. There's also an element of stakeholder management: board members, grantors and donors are on the email list and will want to see a statement.
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Jonathan Geldof @geldof.bsky.social · 23/07/2025
Still true! @jael.bsky.social
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Jonathan Geldof @geldof.bsky.social · 22/07/2025
PJM's attitude towards ratepayers and elected officials within its territory has been off-putting to say the least. I'm impressed with this op-ed by David Lapp at the Office of People's Counsel in MD, which I think makes the argument very persuasively: www.utilitydive.com/news/pjm-ceo...
utilitydive.com
PJM leadership openings are an opportunity to chart a new course
Rather than addressing the root causes of its problems, the organization blames states for supply and infrastructure shortages, often defending the very policies that are driving up customer costs.
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Jonathan Geldof @geldof.bsky.social · 06/05/2025
Really interesting report surveying the folks actually building new data centers. Unsurprisingly, power is the main constraint. I was particularly interested in the below chart that demonstrates how wide the gap is between solar+BESS and second choices: alphastruxure.com/wp-content/u...
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Jonathan Geldof @geldof.bsky.social · 05/05/2025
delete this i'm begging you
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Jonathan Geldof @geldof.bsky.social · 24/03/2025
Sens. Blackburn and Hagerty are correct that TVA's board is unequipped to provide meaningful oversight to the agency. We need a firm hand at the helm, both at the board and in the CEO's office. www.powermag.com/americas-nuc...
powermag.com
America's Nuclear Renaissance: How the TVA Can Lead Our Energy Future
Senators Blackburn and Hagerty call for leadership reform at TVA to spearhead America's nuclear revival and compete with China through small modular reactor technology.
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jae holzman @jael.bsky.social · 14/03/2025
‼️ the trump admin today approved a transmission line for a solar project in california and said it would help meet energy security goals only in trump’s america is this absolutely massive news — but it is that level of surprising www.blm.gov/press-releas...
blm.gov
BLM approves Sapphire gen-tie transmission line and facilities | Bureau of Land Management
oday the Bureau of Land Management helped Unleash American Energy by approving the Sapphire gen-tie transmission line and facilities project on approximately 40 acres of public lands in eastern Rivers...
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Jonathan Geldof @geldof.bsky.social · 12/03/2025
Good stuff from former FERC Chair Chatterjee -- www.utilitydive.com/news/ai-data...
utilitydive.com
Beating China on AI requires all available grid solutions
We will need all available transmission tools — including grid-enhancing technologies and high-performance conductors — to meet the growing demand for power from data centers.
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Jonathan Geldof @geldof.bsky.social · 10/03/2025
www.technologyreview.com/2025/03/10/1...
technologyreview.com
The cheapest way to supercharge America’s power grid
Advanced transmission technologies could sidestep permitting challenges and clear the bottleneck holding up hundreds of gigawatts’ worth of renewable-energy projects.
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Ben Norris @bennorris.bsky.social · 06/03/2025
Regulated utilities--the companies who determine what you pay for electricity--told Congress under oath this week what multiple independent studies have already confirmed: repealing tax credits will "immediately harm rate payers." subscriber.politicopro.com/article/eene...
subscriber.politicopro.com
E&E News: Utility operators go to bat for IRA tax credits
The power industry defended green energy tax credits at a House hearing. Lawmakers also focused on grid reliability amid rising demand from data centers.
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Guillaume 👽✨ @guillaumesk.bsky.social · 09/02/2025
This is how officials celebrated the Baltic states' synchronization with continental Europe's power grid. ⚡️⚡️ Pretty awesome:
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Jonathan Geldof @geldof.bsky.social · 09/02/2025
#GoBirds
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Kentucky Lantern @kentuckylantern.com · 30/01/2025
As power demand rises, TVA board needs information from independent experts, says renewable energy group. Federally-owned utility serves 9 million people across seven states, including Kentucky. @liamniemeyer.bsky.social kentuckylantern.com/2025/01/30/c...
kentuckylantern.com
Congress urged to reform TVA to improve transparency, decision making • Kentucky Lantern
Congress should reform the Tennessee Valley Authority’s governance and planning, a renewable energy group says in a new report.
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Jonathan Geldof @geldof.bsky.social · 30/01/2025
This feels like the inevitable outcome of massive sports betting+huge disparities between NIL money between schools and even between players on the same teams. Of course some kids are going to look to cash in.
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Jonathan Geldof @geldof.bsky.social · 30/01/2025
#EnergySky
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Jonathan Geldof @geldof.bsky.social · 30/01/2025
Happening today! TVA is one of the largest power providers in the country, but we don't talk about it much. Join us for a discussion of what better transmission and interconnection in the region can look like. www.eventbrite.com/e/tvas-trans...
eventbrite.com
TVA’s Transmission Troubles: Congressional Options for Reform
Join The American Council on Renewable Energy (ACORE) and SREA for this upcoming webinar on January 30.
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Jonathan Geldof @geldof.bsky.social · 27/01/2025
Join us on 1/30 at 1:00PM for a discussion of TVA's transmission and generation planning (or lack thereof). #EnergySky www.eventbrite.com/e/tvas-trans...
eventbrite.com
TVA’s Transmission Troubles: Congressional Options for Reform
Join The American Council on Renewable Energy (ACORE) and SREA for this upcoming webinar on January 30.
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Jonathan Geldof @geldof.bsky.social · 22/01/2025
The emergence of 5GW data centers is on the horizon - before most planned 1GW data centers are even built. #EnergySky www.datacenterdynamics.com/en/news/micr...
datacenterdynamics.com
Microsoft & OpenAI consider $100bn, 5GW 'Stargate' AI data center - report
Enormous supercomputer could launch in 2028
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Jonathan Geldof @geldof.bsky.social · 21/01/2025
A good (and timely!) piece on the dynamics facing landowners interested in hosting wind turbines (which often pay ~$10k annually) amid community opposition. #EnergySky
ambrook.com
Would You Put a Wind Turbine on Your Farm? - Ambrook Research
More than 90 percent of land-based wind turbines operate on private farmland. But when a wind company comes calling, the response from farmers and their neighbors can be hard to predict.
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Christian Fong @christiantfong.bsky.social · 16/01/2025
If the new Energy Secretary is serious about an abundance agenda and energy dominance, he should wholeheartedly embrace his role at DOE to finalize these loans and secure financing for even more utilities to reduce rates and improve reliability.
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Macro Grid Initiative @themacrogrid.bsky.social · 09/01/2025
-AI race is straining the grid -Inflation has left many Americans struggling to pay bills -Extreme weather has left millions w/o power "A common thread among these seemingly disparate challenges is a lack of adequate transmission lines." - @krorourke.bsky.social www.tdworld.com/utility-busi...
tdworld.com
Infrastructure Investment: The Key to Energy Dominance & Economic Prosperity
A common thread among these seemingly disparate challenges is a lack of adequate transmission lines connecting America’s balkanized power grids.
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Jonathan Geldof @geldof.bsky.social · 07/01/2025
Good piece on the crucial role of #HVDC in the global energy transition. Across three major cable manufacturers - Hitachi, Prysmian, and NKT - the order backlog is roughly $50 billion. The backlog is so bad that megaprojects like Xlinks (MOR-UK) and Suncable (AUS-SIN) are investing in their own 🏭.
tdworld.com
Building the Backbone of the Global Energy Transition: COP29’s Transmission Pledge
COP29 highlights the urgent need for HVDC investment to drive the global energy transition.
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Jonathan Geldof @geldof.bsky.social · 06/01/2025
Grain Belt express should be high on the list, given both how important the project is and how intense some of the opposition has been.
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Jonathan Geldof @geldof.bsky.social · 06/01/2025
Couldn't agree more with @jackclarksf.bsky.social - winning AI means building more power and more wires. "the future of AI competition will be about ‘power dominance’ – do you have access to enough electricity to power the datacenters used for increasingly large-scale training run" #EnergySky
jack-clark.net
Import AI 395: AI and energy demand; distributed training via DeMo; and Phi-4
Welcome to Import AI, a newsletter about AI research. Import AI runs on lattes, ramen, and feedback from readers. If you’d like to support this, please subscribe. Subscribe now AI is driving a mass…
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Jonathan Geldof @geldof.bsky.social · 18/12/2024
Well if there's one thing we know about PJM, it's that they would never ditch open access to favor some resources over others.
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Milo McBride @milomcbride.bsky.social · 17/12/2024
Top @rhodiumgroup.bsky.social analysis on IRA repeal. Among many important points for the new admin to consider - rollback being inflationary to reducing US O&G exports - the most salient is the scale of investment at risk, *$435 billion* #EnergySky rhg.com/research/tru...
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Jonathan Geldof @geldof.bsky.social · 16/12/2024
Happening now: Virginia's SCC is holding a technical conference on data centers, including consideration of new tariff structures for large customers. Virginia is the epicenter of data center development, with ~14GW proj. growth by 2030 #EnergySky www.vpm.org/1scc
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Jonathan Geldof @geldof.bsky.social · 11/12/2024
"I just don’t want to have to play, you know, ‘Mother May I’ to the Southwest Power Pool which is a group of 17 states before I add energy to my own grid." Simply plug in a gas turbine like it's a toaster, what could go wrong?
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Jonathan Geldof @geldof.bsky.social · 10/12/2024
Gas does face many of the same issues. But because of cost advantages, their smaller scale, and policy there are vastly more renewable resources than gas in interconnection queues. Of 2.6TW in queues nationally, 79MW is gas.
emp.lbl.gov
Maps of Projects by Region, State, and County | Energy Markets & Policy
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Emily Pontecorvo @emilypont.bsky.social · 10/12/2024
GE Vernova CEO Scot Strazik just said the company secured 9 GIGAWATTS of reservation agreements for gas turbines in the U.S. for 2025-2026 orders in just the LAST 30 DAYS.... "tied to load growth of serving the hyperscaler demand associated with AI."
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John Hanger @jrfhanger.bsky.social · 10/12/2024
EVs are cheaper than internal combustion engine autos in China! Why? Colin Mckerracher wrote: "...the price for lithium iron phosphate, or LFP, battery cells in China has dropped 51% to an average of $53 per kilowatt hour," EVs are at 52% of China's auto sales. www.bloomberg.com/news/newslet...
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Jonathan Geldof @geldof.bsky.social · 06/12/2024
The transformer shortage is very real problem and I think will need something from congress. Hyperscale data centers often take several HV+MV transformers plus redundancies. I haven't seen a good projection of what that demand is doing to the market but safe to say it is making the shortage shorter!
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