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Kyle Davis

@kyledavis.bsky.social
2.5K followers 104 following 239 posts

Sr Director Federal Affairs at the Clean Energy Buyers Association (Washington, DC). Formally, Enel, Berkshire Hathaway Energy, Edison International, and South Coast AQMD. Posts are my own.

PostsRepliesMedia
Kyle Davis @kyledavis.bsky.social · 24/07/2025
💡🔌Interesting read. The agreement earlier this month between Google & Brookfield Renewables is huge (3GW)! Lots of aging hydro facilities across the country & many existing large dams (for flood risk mgmt) that could be upgraded to also produce power. trellis.net/article/goog...
trellis.net
Google’s unique $3 billion hydropower contract will not be the last
Google's contract with Brookfield will pay for updates at two aging Pennsylvania hydroelectricity dams in its first phase.
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Kyle Davis @kyledavis.bsky.social · 23/07/2025
💡🔌Good stuff. Meta signs deal with Enbridge for Clear Fork, an enormous 600-MW solar project near San Antonio, Texas with an in-service date in 2027. ☀️ More please! www.enbridge.com/media-center...
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Kyle Davis @kyledavis.bsky.social · 27/06/2025
🔌💡Glad to see Meta and Invenergy expand their relationship with another 791MW of wind and solar deals (in OH, AR and TX). Good stuff! wwww.invenergy.com/news/invener...
wwww.invenergy.com
Invenergy | Invenergy to Provide Meta with Nearly 800 MW
Invenergy and Meta today announced they have signed four additional clean energy agreements of procured solar and wind energy.
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Kyle Davis @kyledavis.bsky.social · 21/06/2025
🔌💡 Sixteen groups urged Senate Republican leaders to maintain language that allows companies to receive solar, wind and other clean energy technology tax credits when projects begin construction. subscriber.politicopro.com/article/2025...
subscriber.politicopro.com
POLITICO Pro: Energy groups unite to defend key tax credit language
Sixteen groups urged Senate Republican leaders to maintain language that allows companies to receive solar, wind and other clean energy technology tax credits when projects begin construction.
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Kyle Davis @kyledavis.bsky.social · 18/06/2025
🔌💡Google & CTC Global partnering to accelerate the deployment of advanced conductors (i.e., transmission lines). Reconductoring is a great way to take advantage of existing rights-of-way to increase transmission capacity quickly. Just need states & utilities to step up! blog.google/feed/ctc-glo...
blog.google
We’re partnering with CTC Global to increase and improve U.S. electrical grid capacity.
Today we announced a collaboration with CTC Global Corporation (CTC Global) to accelerate the deployment of next-generation transmission technology for the U.S. power gr…
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Kyle Davis @kyledavis.bsky.social · 18/06/2025
🔌💡A voltage surge in southern Spain caused the widespread blackout on April 28 due to poor grid planning and shutdowns of key thermal power plants; officials dismissed renewable energy as the cause. Will this follow up story get some legs? www.bbc.com/news/article...
bbc.com
Spain's government blames huge blackout on grid regulator and private firms
Spain and Portugal were disconnected from Europe's electricity grid for hours in April, causing chaos.
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Kyle Davis @kyledavis.bsky.social · 18/06/2025
🔌💡Interesting to read that Chevron is following Exxon into lithium mining, 👀 www.mining.com/chevron-join...
mining.com
Chevron joins oil majors in US lithium production push
It has secured about 125,000 net acres in northeast Texas and southwest Arkansas.
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Kyle Davis @kyledavis.bsky.social · 13/06/2025
🔌💡Having started my career in energy policy in the Western United States, I'm always excited to see geothermal get some attention. More please! 👇 www.businesswire.com/news/home/20...
businesswire.com
XGS Energy and Meta to Partner on 150 MW Advanced Geothermal Project
XGS Energy, Inc. (XGS) and Meta Platforms, Inc (Meta) today announced an agreement to support development of 150 MW of next-generation geothermal energy in N...
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Kyle Davis @kyledavis.bsky.social · 10/06/2025
🔌💡Interesting (and new) SAFE video that makes a national security argument for preserving clean energy tax credits. www.youtube.com/watch?v=cASb...
youtube.com
Admiral Dennis Blair: We're Running out of Time / Support Advanced Energy Tax Credits
YouTube video by SAFE
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Kyle Davis @kyledavis.bsky.social · 10/06/2025
🔌💡Excellent article! Glad to see my colleagues at the DCC weigh in with the Senate on the clean energy tax credit deliberations. www.wsj.com/politics/pol...
wsj.com
Exclusive | Tech Industry Fights to Save Clean-Energy Tax Credits
Microsoft and Google have been leading backers of technologies such as solar projects and battery storage.
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Reposted by Kyle Davis
Brendan Pierpont @brendan.bsky.social · 07/06/2025
I've spent some time recently with NERC's reliability assessments - it's interesting to look back over the last several years of reliability assessments and compare. There's a long-run trend of declining summer reliability risk nation-wide as regions have ramped up deployment. 🧵 #energysky
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Kyle Davis @kyledavis.bsky.social · 06/06/2025
🔌💡Sharing a letter from 13 House Republicans urging Senate leadership to make favorable changes to the House reconciliation bill's clean energy tax credit provisions, d12t4t5x3vyizu.cloudfront.net/kiggans.hous...
d12t4t5x3vyizu.cloudfront.net
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Kyle Davis @kyledavis.bsky.social · 06/06/2025
🔌💡 Personal thanks to all those who made it tonight (even the FERC staffers who happened upon us while attending another event!). I very much appreciate all the cool work you all are doing! We have a truly terrific energy policy community here in Washington, DC! 🤓
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Kyle Davis @kyledavis.bsky.social · 05/06/2025
🔌💡 This so cool. 😎
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Kyle Davis @kyledavis.bsky.social · 05/06/2025
🔌💡 Great discussion with @volts.wtf and Sen. Heinrich (D-NM) at #CanaryLiveWashingtonDC! Discussed reconciliation bill (clean energy tax credits), need for permitting reform, energy tribalism, “unilateral disarmament”, political theory, & the current mood on the Left. Good stuff! 🤓
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Kyle Davis @kyledavis.bsky.social · 04/06/2025
🔌💡 Congressman Buddy Carter (R-GA), Chair of the Conservative Climate Caucus, speaking about nuclear, the reconciliation bill, need for permitting reform, DC politics … #CanaryLiveWashingtonDC
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Kyle Davis @kyledavis.bsky.social · 04/06/2025
🔌💡 Harry Godfrey from AEU talking about their trade group’s “Unlocking Advanced Energy” campaign. 👍🏻
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Kyle Davis @kyledavis.bsky.social · 04/06/2025
🔌💡 Constellation & Meta sign a 20-year PPA for the output of the Clinton Clean Energy Center to support Meta’s operations w/1,121 MW of emissions-free nuclear. Wasn't long ago these units risked retirement so ZECs were created and paid for by ratepayers. www.constellationenergy.com/newsroom/202...
constellationenergy.com
Constellation, Meta Sign 20-Year Deal for Clean, Reliable Nuclear Energy in Illinois
Constellation and Meta have signed a 20-year power purchase agreement (PPA) for the output of the Clinton Clean Energy Center to support Meta’s clean energy goals and operations in the region with 1,1...
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Reposted by Kyle Davis
Jesse D. Jenkins @jessedjenkins.com · 04/06/2025
Electricity Prices Are Surging. The G.O.P. Megabill Could Push Them Higher. www.nytimes.com/2025/06/04/c... 🔌💡 REPEAT Project work cited here finds repeal of clean electricity tax credits could raise retail electricity rates by 4-5% on average and over 20% in some states by 2030.
Slide from REPEAT Project report says "Repealing tech-neutral tax credits increases electricity rates ~4-5% on average and as much as 24% in certain states."
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Kyle Davis @kyledavis.bsky.social · 04/06/2025
🔌💡 Terrific article explaining all the reasons repealing the tech neutral tax credits (or making them unusable because of unworkable provisions) leads to higher US electricity & natural gas prices! 🤨 www.nytimes.com/2025/06/04/c...
nytimes.com
Electricity Prices Are Surging. The G.O.P. Megabill Could Push Them Higher.
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Kyle Davis @kyledavis.bsky.social · 03/06/2025
🔌💡Re-upping this for folks who are around in Washington, DC this Thurs, June 5. Come over after the FERC tech conference or your workday! @volts.wtf
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Kyle Davis @kyledavis.bsky.social · 21/05/2025
🔌💡Flagging a terrific paper from the right-of-center group, R Street, titled, "Twelve Policy Priorities to Secure Bulk Electric Reliability. It's a must-read b/c it ignores energy tribalism & promotes solutions that also support competition. www.rstreet.org/research/twe...
rstreet.org
Twelve Policy Priorities to Secure Bulk Electric Reliability - R Street Institute
Authors Table of Contents Media Contact For general and media inquiries and to book our experts, please contact: pr@rstreet.org Remedying market failures for generator performance, liberating markets ...
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Kyle Davis @kyledavis.bsky.social · 21/05/2025
🔌💡Congrats to the Tennessee Valley Authority! It submitted a construction permit application to the U.S. Nuclear Regulatory Commission for a small, modular nuclear reactor. It wants to develop next-generation nuclear power in Oak Ridge, Tennessee, at its Clinch River site. apnews.com/article/new-...
apnews.com
First US utility seeks permit for a small nuclear reactor
For the first time in the United States, a utility is asking federal regulators for a permit to build a small nuclear reactor.
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Kyle Davis @kyledavis.bsky.social · 21/05/2025
🔌💡 We’ll soon have 24/7 available public fast EV charging at Waffle Houses! The South will never be the same! 🎉 www.theverge.com/news/670214/...
theverge.com
Waffle House adds fast EV charging to its 24/7 diners
Top up while wolfing down.
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Kyle Davis @kyledavis.bsky.social · 20/05/2025
🔌💡 For Washington, DC-based former federal employees, if you are interested in transitioning to a teaching career, George Mason University is taking your questions! They've set up an email address, preteach@gmu.edu (full disclosure, my wife is one of the wonderful staff assisting future teachers). 👍
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Kyle Davis @kyledavis.bsky.social · 18/05/2025
media.tenor.com
a man with a mustache is saying thank you .
ALT: a man with a mustache is saying thank you .
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Reposted by Kyle Davis
Tyler Norris @tnorris.bsky.social · 14/05/2025
A new R Street Institute report assesses 12 reforms to address US power reliability concerns and identifies 5 as high-impact — including demand flex & interconnection reform. 🔌💡 www.rstreet.org/research/twe...
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Kyle Davis @kyledavis.bsky.social · 10/05/2025
Love this! Hopefully more and more of these are the electric versions! ⚡️
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Kyle Davis @kyledavis.bsky.social · 08/05/2025
🔌💡Celebrating the Invenergy team and their progress with Grain Belt Express, an 800-mile transmission line using state-of-the-art high-voltage direct current (HVDC) technology, and spanning four U.S. states—Kansas, Missouri, Illinois, and Indiana! invenergy.com/news/grain-b...
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Kyle Davis @kyledavis.bsky.social · 08/05/2025
🔌💡 Today, CEO Rich Powell presented CEBA’s annual State of the Market report. He noted, “The future is bright for CEBA, its members, & all the stakeholders who can benefit from a low-cost, reliable, carbon emissions-free global electricity system.” Read more:  cebuyers.org/blog/ceba-ce...
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Kyle Davis @kyledavis.bsky.social · 06/05/2025
🔌💡 I’m at the CEBA Connect: Spring Summit 2025 in Minneapolis! 👋🌆 700+ clean energy professionals are gathering to connect, collaborate, and accelerate the clean energy transition—and we can’t wait to get started. Track me down and let’s grab a ☕️
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Kyle Davis @kyledavis.bsky.social · 06/05/2025
🎉🎉
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Kyle Davis @kyledavis.bsky.social · 03/05/2025
🔌💡I love, love data when it's presented this way. As my teacher-wife would say, I'm a visual learner!
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Kyle Davis @kyledavis.bsky.social · 02/05/2025
🔌💡 If you are a U.S. corporate buyer of electricity, come join me next week for CEBA Connect: Spring Summit 2025 (in Minneapolis)! 🔥 Keynotes, roundtables, and new tools for market transformation await. CEBA members: Register now → ceba.swoogo.com/summit2025/home
ceba.swoogo.com
Home
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Kyle Davis @kyledavis.bsky.social · 01/05/2025
🔌💡Elevating another terrific article! This time with the CEO of NextEra, a North American wind/solar/natural gas developer, and owner of a Florida utility. The CEO discusses how they diversified their supply chain & are navigating US trade policy uncertainty. 🤓 www.latitudemedia.com/news/nextera...
latitudemedia.com
NextEra CEO feels ‘very good about tariffs’
As the company expands its renewables backlog, CEO John Ketchum said the tariffs could actually present opportunity.
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Kyle Davis @kyledavis.bsky.social · 01/05/2025
🔌💡Terrific read! This is an interview with the CEO of North American manufacturer Heliene, maker of solar modules, and how the company navigates US trade policy uncertainty. 🤓 www.renewableenergyworld.com/energy-busin...
renewableenergyworld.com
Electricity demand is skyrocketing; US manufacturers don't have time for a trade war and tax credit uncertainty
Back-and-forth tariff policies threaten the business plans of American manufacturers who depend on imports to create domestic jobs.
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Kyle Davis @kyledavis.bsky.social · 28/04/2025
🔌💡Wow! AEP Texas is gearing up to build one of the first-ever 765-kilovolt transmission lines under the Electric Reliability Council of Texas, or ERCOT. www.kiiitv.com/article/news...
kiiitv.com
AEP Texas to build state's largest transmission line amid population, business growth
The Public Utility Commission recently approved the plan allowing AEP Texas to construct a major line stretching from Fort Stockton to near San Antonio.
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Kyle Davis @kyledavis.bsky.social · 28/04/2025
🔌💡Nine US states across the PJM, ISO-NY, and ISO-NE electricity markets have formed a regional collaborative to improve interregional transmission planning across the northeast and mid-Atlantic. More please! portal.ct.gov/deep/news-re...
portal.ct.gov
CT and Northeast Partners Issue Strategic Action Plan to Advance Cost-Saving Electric
(HARTFORD) – The Connecticut Department of Energy and Environmental Protection (DEEP) today joined eight other Northeast and Mid-Atlantic states in issuing a joint strategic action plan that identifie...
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Kyle Davis @kyledavis.bsky.social · 26/04/2025
🔌💡Good read! “With gas-fired generation,” NextEra Energy CEO John Ketchum said, “the country is starting from a standing start.” Between finding sites and procuring supplies, he said, “when is gas really going to be able to contribute at scale? We’re looking at 2030.” www.eenews.net/articles/wan...
eenews.net
Want to build a gas plant? Get in line.
A program in Texas shows how political enthusiasm can’t escape the limits of the supply chain.
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Kyle Davis @kyledavis.bsky.social · 26/04/2025
🔌💡Terrific article comparing the way Virginia investor-owned utilities design tariffs to serve datacenter load vs a rural co-op. Virginia serves one of the largest (world’s largest?) data center loads, so lots of lessons to be learned here. 🤓 virginiamercury.com/2025/04/25/w...
virginiamercury.com
Will special rate classes protect Va. residents from the costs of serving data centers? • Virginia Mercury
Dominion's rate increase request coincides with enactment of new legislation requiring the SCC to examine whether electric utilities should separate data centers into their own rate class to protect o...
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Kyle Davis @kyledavis.bsky.social · 26/04/2025
🔌💡Watching this to see if Exxon emerges as a major US lithium supplier. I recall they’re also developing graphite for use in EV batteries, specifically as an anode material. 🤓 seekingalpha.com/news/4435381...
seekingalpha.com
Exxon wins critical lithium rights in Arkansas, gaining edge over Occidental in regulatory battle
Exxon Mobil defeated an attempt by Occidental Petroleum to block its production rights in Arkansas' Smackover Formation, winning control over one of the largest lithium deposits in the U.S.
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Kyle Davis @kyledavis.bsky.social · 26/04/2025
Love this! youtu.be/_UIVp8Upvj8?...
youtu.be
Walmart's Plan To Blanket The US With The Walmart EV Charging Network
YouTube video by State Of Charge
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Kyle Davis @kyledavis.bsky.social · 25/04/2025
🔌💡Good stuff! Walmart has partnered with Nexamp to invest in 31 community solar projects across ME, MA, NY, IL, & MN. These projects are expected to generate approximately 120MW of solar energy and are scheduled to come online between mid-2025 & 2026. 😎 www.nexamp.com/article/walm...
nexamp.com
Walmart and Nexamp Accelerate Community Solar Development Across Five States
Major investment boosts renewable energy production and creates more than 1,500 new jobs while delivering millions in energy savings for residential customers
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Kyle Davis @kyledavis.bsky.social · 25/04/2025
🔌💡For those tracking the US debate over clean energy tax credits, the House Ways & Means Committee is reportedly looking at a potential two-day markup — May 12 & 13. Hrm, first draft likely to establish a floor for negotiations, so it may be ugly. subscriber.politicopro.com/article/2025... (paid)
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Kyle Davis @kyledavis.bsky.social · 25/04/2025
🔌💡 Exxon Mobil agreement w/Calpine, the US' largest producer of electricity from natural gas, to transport & permanently store up to 2 MMT/annum of CO2 from Calpine’s Baytown Energy Center. "We believe we are on the brink of commercializing CCS technology". 🤓 corporate.exxonmobil.com/news/news-re...
corporate.exxonmobil.com
Calpine, ExxonMobil sign CO2 transportation and storage agreement for power generation project | ExxonMobil
Exxon Mobil Corporation (NYSE: XOM) announced an agreement with Calpine Corporation, the nation’s largest producer of electricity from natural gas, to transport and permanently store up to 2 million m...
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Kyle Davis @kyledavis.bsky.social · 24/04/2025
🔌💡
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Kyle Davis @kyledavis.bsky.social · 23/04/2025
🔌💡 Beautiful day, here in DC!
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Kyle Davis @kyledavis.bsky.social · 14/04/2025
🔌💡 Let’s preserve the US Dept of Energy Loan Program Office’s critical role in financing domestic energy projects, including those supporting new, innovative clean energy, domestic mineral production, & modernizing the grid! 🤓 www.washingtonexaminer.com/policy/energ...
washingtonexaminer.com
Planned cuts would harm Trump energy agenda, nuclear and clean energy firms warn - Washington Examiner
The groups said cuts would damage LPO’s critical role in financing domestic energy projects.
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Kyle Davis @kyledavis.bsky.social · 14/04/2025
🔌💡 Interesting read. Dow's subsidiary, Long Mott Energy, may forego natural gas in favor of nuclear at its Texas manufacturing complex. finance.yahoo.com/news/dow-wan...
finance.yahoo.com
Dow wants to power its Texas manufacturing complex with new nuclear reactors instead of natural gas
Dow, a major producer of chemicals and plastics, wants to use next-generation nuclear reactors for clean power and steam at a Texas manufacturing complex instead of natural gas. Dow's subsidiary, Lon...
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Kyle Davis @kyledavis.bsky.social · 10/04/2025
🔌💡 Love this! Google's Tapestry is collaborating with PJM, North America's largest electricity grid operator, to develop AI-driven data capabilities. Fingers crossed for faster interconnection queues! Let's unlock all that pent up clean energy!🤞 blog.google/inside-googl...
blog.google
Our investment in AI-powered solutions for the electric grid
Google, PJM, and Tapestry collaborate to use AI to accelerate grid connections.
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