Jason Burwen @jburwen.bsky.social · 03/10/2026The permitting bill requires FERC to make a new rule directing all RTOs to copy SPP's Consolidated Planning Process. SPP just announced its CPP will require $140K-$260K/MW for new generator IX at planned locations. And that's assuming planned Tx is built Not sure this should be in the bill 260
Jason Burwen @jburwen.bsky.social · 18/09/2026Getting very excited for this man to soon be SENR Chair 100
Reposted by Jason BurwenDavid Roberts @volts.wtf · 27/08/2026Remember when I said that batteries are eventually going to make the grid abundant, reliable, & boring?heatmap.newsThe Texas Grid Has Had a Boring Summer Thanks to BatteriesTemperatures are high, but electricity drama is low. 10457101
Jason Burwen @jburwen.bsky.social · 18/08/2026If there's one area where I find even well educated people tend to be ignorant, it's this. Every source of water consumption that's not ag is basically trivial compared to ag. (And withdrawals aren't consumption) 030
Reposted by Jason BurwenJustin Gerdes @justingerdes.bsky.social · 07/08/2026EIA: "Utility-scale battery storage capacity in the United States increased significantly during the last three years, with an annual average growth rate of 70%." www.eia.gov/todayinenerg... 🔌💡 083
Reposted by Jason BurwenJustin Gerdes @justingerdes.bsky.social · 07/08/2026@calenergy.bsky.social: "Today, total battery storage capacity is 21,112 MW, an increase of more than 2,500% in just seven and a half years. That’s equivalent to roughly one-third of the statewide peak demand." www.energy.ca.gov/news/2026-08... 🔌💡 072
Jason Burwen @jburwen.bsky.social · 27/07/2026Just finished Shroud, the latest by @aptshadow.bsky.social. Fantastic world building, delightful interrogation of a species woth unique sensoriun. My favorite since Children of Time! (Also a fun reminiscence with the pack-wolf beings in Vinge's A Fire Upon the Deep.) 030
Jason Burwen @jburwen.bsky.social · 25/06/2026Australia's latest Integrated System Plan is out--seeking 36 GW of #EnergyStorage by 2030, 17 GW of flex gas. The NEM has been a 33-35 GW peaking system in recent years. Australia will be the first country to rely predominantly on batteries for grid reliability. www.aemo.com.au/-/media/file...aemo.com.au 000
Reposted by Jason BurwenRobbie Andrew @robbieandrew.bsky.social · 13/06/2026California (CAISO) since January 2024. 59327
Reposted by Jason BurwenKetan Joshi @ketanjoshi.co · 18/06/2026Fantastic illustration of how batteries have completely overtaken gas in California www.eia.gov/todayinenerg... 513053
Jason Burwen @jburwen.bsky.social · 12/06/2026Seems like the data center construction boom (and related infrastructures) is both creating inflationary pressures that convince the FOMC to keep rates higher AND is expanding supply of long-term debt that raises long-term yields. Are AI data centers making buying a house more costly for everyone? 000
Jason Burwen @jburwen.bsky.social · 21/05/2026Are AI company & data center economics so lucrative that they are insensitive to rising interest rates? If rising interest rates cause other capital investment to slow, would that push even more capital into AI & data centers than would otherwise occur?(Like a "Giffen good" but for capex) 000
Reposted by Jason BurwenJustin Gerdes @justingerdes.bsky.social · 15/05/2026"A total of 112 gigawatts of battery storage capacity was installed worldwide in 2025 — a record high that represents a tenfold increase over the amount constructed in 2021." www.canarymedia.com/articles/bat... via @danmccarthy.bsky.social 🔌💡canarymedia.comThe world is installing grid batteries at a blistering paceA total of 112 gigawatts of batteries were deployed around the world in 2025 — 10 times the amount added just four years prior. 0133
Jason Burwen @jburwen.bsky.social · 16/04/2026Watched Tremors as a 7 or 8 year old. Scared to touch the ground for days afterward. 000
Jason Burwen @jburwen.bsky.social · 16/04/2026Watched Tremors as a 7 or 7 year old. Did not want to touch the ground for a few days after. 000
Reposted by Jason BurwenChrisO_wiki @chriso-wiki.bsky.social · 29/03/20261/ The world is facing a 'ticking time bomb' from its supply of oil, according to a briefing note from JP Morgan. Physical scarcity of oil is about to unfold across the globe, spreading sequentially through April from east to west, causing major economic disruption worldwide. ⬇️ 501515679
Reposted by Jason BurwenNicolas Fulghum @nicolasfulghum.bsky.social · 30/03/2026Another massive battery storage record in California (CAISO) yesterday, March 29 🔋 At 7pm, batteries reached 12.3 GW of output, meeting 42.8% of demand! And it's not just a short peak anymore. Batteries stayed above 20% of grid supply from 5.50pm to 9.35pm, almost four hours. 616862
Reposted by Jason BurwenCommercial Solar Guy @commercialsolarguy.com · 18/03/2026‘Sodium ion batteries, which can be made from seawater’ ‘Less dense’ ‘2026 CATL intends to mass-produce Naxtra, sodium-ion battery’ ‘BYD soon capable of 50 GWh/yr’ ‘lithium-ion ~0.4 yuan/wh, sodium ~0.6 yuan…Our goal is to hit 0.5 yuan this year’ ‘perform better in the cold’ ‘Charge faster’reuters.comIn China, battery makers bet big on sodium in move away from critical mineralsAs the rest of the world tries to catch up with China in making lithium-ion batteries, Chinese manufacturers have already moved into a new battleground: sodium-ion, a technology that is set to revolut... 32110
Jason Burwen @jburwen.bsky.social · 08/03/2026The US war of choice feels very much like COVID news in early 2020. An enormous amount of global disruption waits for us in coming months and we are doing...very little in reaction? 130
Jason Burwen @jburwen.bsky.social · 03/03/2026All of this, on why a US intention of limited war will invariably expand into a structural commitment: “Strategically, it converts episodic volatility into chronic instability.” escalationtrap.substack.com/p/the-smart-...escalationtrap.substack.comThe Smart Bomb TrapHow Precision Strikes Expand the Wars They Aim to Contain 000
Reposted by Jason BurwenJordan aka Jirdan @slclunk.com · 28/02/2026I think about this Tony Benn speech much more than I used to 92131685311
Jason Burwen @jburwen.bsky.social · 22/02/2026The USA should not initiate a war of choice with Iran. Have we learned nothing from the lies and abject waste of lives and resources that was the Iraq War 020
Reposted by Jason BurwenJohn Hanger @jrfhanger.bsky.social · 06/02/2026Rystad says: "Battery storage is no longer just enabling renewables — it is actively replacing gas generation." Batteries globally will jump 136 GW/350 GWh in 2026, ~2X 74 GW added in 2024! More than 250 GW total was installed globally as of 2025 www.rystadenergy.com/insights/ene... #energysky 1339
Jason Burwen @jburwen.bsky.social · 28/01/2026Holy smokes, the US added over 15 GW of #EnergyStorage in 2025, according to EIA 860m data. That's more than gas (5.1 GW) and wind (5.8 GW) combined! 2163
Reposted by Jason BurwenJasmin Smajic @jasminsmajic.com · 24/01/2026🔋CATL’s Tectrans sodium-ion batteries to be equipped in GAC’s electric vehicles. The 45kWh battery pack can be charged in extreme cold, as low as -30°C. CATL is pursuing a “dual star” trend, developing we both lithium- and sodium-ion batteries. #batteries #battchat #greensky 🔌💡 044
Reposted by Jason BurwenJoe Deely @jdeely.bsky.social · 11/01/20262) Thanks to @gridstatus.io we can also see that the battery charge to load ratio is near 40%. This was unthinkable a few years ago. #energysky 1125
Reposted by Jason BurwenJoe Deely @jdeely.bsky.social · 10/01/20261) Battery storage on #CAISO is now being regularly charged at over 10 GW. Source: www.caiso.com/todays-outlo... #energysky 12212
Jason Burwen @jburwen.bsky.social · 17/12/2025Reposting this for the sonic riches. And my own contribution: huH music's 1995 techno compilation was my entry into electronic music. Prodigy, Future Sound of London, and KMFDM! (The Fairground remix from Simply Red was also pretty decent but not a fit) www.discogs.com/release/3175...discogs.comVarious - hu H Techno IssueView credits, reviews, tracks and shop for the 1995 CD release of "hu H Techno Issue" on Discogs. 020
Reposted by Jason BurwenProf Ray Wills @profraywills.futuresmart.com.au · 07/12/2025Batteries are going to get a lot cheaper Gas won't California invests big in battery storage leaving rolling blackouts behind California now has around 14GW / 50GWh of utility storage and another 3GW of domestic and commercial storage www.latimes.com/environment/...latimes.comCalifornia invests big in battery energy storage — and leaves rolling blackouts behindBatteries that pair with clean solar and wind energy or just bolster electrical grids in general have completely taken off and are making a big difference on the California grid. 24423
Reposted by Jason BurwenJohn Hanger @jrfhanger.bsky.social · 26/11/2025Good morning with good news: ERCOT (Texas) solar rose 36X, from 1 GW in 2017 to 36 GW in 2025! Solar may be ~44 GW in 2026 & ~58 GW in 2027! Battery capacity surged 15X from ~1 GW in 2021 to ~15 GW in 2025. It may be 24 GW in 2026 and 32 GW in 2027! WOW! H/T @douglewin.bsky.social #energysky 1269
Reposted by Jason BurwenPaddy McCully @paddymccully.bsky.social · 24/11/2025As of 5pm today, batteries were the largest single source of power for the Californian grid www.caiso.com/todays-outlo... 17715
Jason Burwen @jburwen.bsky.social · 19/11/2025In grad school my wife landed an internship at a distinguished legal NGO, offering a path to full time job doing what she loved. Her (married) advisor made advances at her, made it untenable for her to work there. It changed her professional trajectory permanently. Fuck all these guys 0348
Jason Burwen @jburwen.bsky.social · 15/11/2025Single largest contingency is a real issue on both thr load side and the gen side 130
Jason Burwen @jburwen.bsky.social · 05/11/2025Early signal that next year we are going to see a lot of legislation and campaign proposals around power sector regulation and policies #energysky 062
Reposted by Jason BurwenBrendan Nyhan @brendannyhan.bsky.social · 05/11/2025Universal swing in action: "What we saw last night was a directional shift toward Democrats in 99.8% of counties that held partisan elections." www.gelliottmorris.com/p/seven-data... 583572927
Jason Burwen @jburwen.bsky.social · 31/10/2025Thrilled to see Illinois finally get its first #energystorage target, with 3 GW by 2030. I think that makes them the 13th state — meaning that now over a quarter of US states have storage targets on the books! #energysky 0101
Jason Burwen @jburwen.bsky.social · 26/10/2025And one more reason to support the GHGP Scope 2 proposal for time- and location-matching of clean energy deliveries for emissions inventories #energysky You can comment on proposals here: ghgprotocol.org/blog/release...ghgprotocol.orgRELEASE: GHG Protocol Opens Public Consultations on Scope 2 and Electricity Sector Consequential Accounting | GHG ProtocolProposed revisions aim to improve accuracy while keeping reporting clear, consistent, and manageable for organizations of all sizes. 052
Reposted by Jason BurwenTyler Norris @tnorris.bsky.social · 22/10/2025One of the first US data center BESS deals to accelerate speed to power was just announced - quite significant. 🔌💡 www.datacenterdynamics.com/en/news/alig... 0105
Reposted by Jason BurwenNaeem Turner-Bandele @naeem-tb.bsky.social · 21/10/2025Their summary of the key drivers (screenshot attached) shows that some of the biggest price drivers from 2019 to 2024 were (a) extreme weather and wildfires, (b) variability of natural gas prices, and (c) net energy metered solar (specifically policies related to net metering). #energysky #energyhub 111
Jason Burwen @jburwen.bsky.social · 19/10/2025Not every day your parents get their picture in the WSJ. So proud of them! (Not mentioned, their cohousing community has solar and onsite #energystorage as well.)wsj.comNew Housing Options Emerge for Older AmericansAs people live longer, they are reimagining where and how they want to live. 093
Reposted by Jason BurwenNaeem Turner-Bandele @naeem-tb.bsky.social · 17/10/2025U.S. Investor-Owned Utilities( IOUs) plan over $1.1 Trillion in capital investment by 2029, according to the Edison Electric Institute. That five-year projection is nearly the amount ($1.3T) that was spent over the entire previous decade (2015-2024). #energysky #energyhub 111
Jason Burwen @jburwen.bsky.social · 16/10/2025Soul Coughing sounded like nothing else in the 90s, and Ruby Vroom contained the best. Though it became ruined for me when I learned later how much anguish M Doughty was in during this time. I'm not sure if it stands the test of time, would love one of the youngs to tell me their reaction 010
Jason Burwen @jburwen.bsky.social · 13/10/2025Great @data.ft.com article on the good news story of the global build out of battery #energystorage -- a foundation technology of clean energy transition, and the asset class to manage ubiquitous and intensive computing loads. Civilizationally critical tech! #energysky ig.ft.com/mega-batteri...ig.ft.comHow mega batteries are unlocking an energy revolutionVast battery units are shoring up grids and extending the use of clean power 023
Reposted by Jason BurwenTyler Norris @tnorris.bsky.social · 08/10/2025NextEra SVP Petter Skantze says battery storage is now “the cheapest form of new capacity” in the US w/ “order of magnitude” faster deployment than gas w/ more modularity & flexible siting to enable higher system utilization & large load integration — #GridFWD in Monterey, CA 🔌💡 14411