iiinova — where your digital self keeps evolving

I asked it to make a dash dashboard in python for most of this, and then after that just ask and run and debug in a loop until I get the features

Cursor + claude_sonnet /gemini mostly. Maybe o1 on occasion for planning specs

Hard to understand on a paper, but you can FEEL it on a dashboard. It's a vision I had for year, to life in 2 weeks. Across companies and organizations these kinds of realizations are happening now silently. Energysky, early days.

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I now understand what it feels like to see decreasing marginal value. That high levels of hourly matching has non-linear paths (e.g. optimal from 80% is not on the road to optimal for 90%). 100% is very very hard. How storage has more or less capacity value over a year. The impact of MACRS.

Over the past few weeks I built the tool I wish I had, to understand how renewables, clean firm, storage, and demand response interact in a grid in an interactive UI. iyernd.pythonanywhere.com

Analysis heavy workflows are the most obvious, but optimization, games, productivity tools, visualizations, compression of the vast information flows. This is about transforming work, not automating it away.

This could be a dramatic change to the Internet and a return to form - if small creative teams can replicate the work of behemoths, the Internet becomes a lot more interesting of a place and potentially less centralized by reducing barrier to entry dramatically.

Impossible task become trivial. Ideas that would take a year, take a day. Features ship in minutes and are highly configurable. And this is the worst it will ever be.

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. @nathanenergy.bsky.social · 28/02/2025

Vibe-coding is to me the single largest change to the internet economy in a while and compresses the cost of writing code, along with barriers to entry. It's a different (and spectacularly fast) workflow that still requires knowledge, but it's already changing my daily work.

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www.latitudemedia.com/news/how-24-... If you aim for the finish line with hourly/regional constraints, the need for innovative energy technologies is quite clear. This kind of procurement can support the tools required to get low carbon, energy abundant grids. Let's finish the drill.

latitudemedia.com

How 24/7 carbon-free energy can catalyze clean energy innovation

Accelerating the commercialization of advanced technologies creates a ripple effect that benefits the entire electricity system.

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. @nathanenergy.bsky.social · 28/02/2025

You take the annual pill, the story ends. You wake up in your bed and believe the LCOE is the end of the story. You take the hourly pill, you stay in Wonderland, and I show you how deep the rabbit hole goes (anti-correlated 20 yr weather profiles and varying storage capacity values).

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Charles Yang @charlesxjyang.bsky.social · 20/12/2024

Also, AI training is not exactly "base load" due to all-reduce operation training. Minute basis oscillations in power are just arbitrage opportunities waiting to be realized! (this is part of why xAI has a megapack on site, to smooth out these oscillations)

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

It'll allow electrolyzers to push a little harder and pull from the grid if they get in a tight spot. Also opens the door for more market procurement, the costs of missing are so much lower now.

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

The best projects will figure it out, plenty of breathing room with the calculation structure. Can't eliminate the core constraints of power long term

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. @nathanenergy.bsky.social · 04/01/2025

Not the point of this post. If you miss a MWh, that just mean you don't get credit for that MWh - which allows inflexible electrolyzer to still get the lions share. The 3 keys are the same as before - offtake, capex, power. Easier to optimize around a firm offtake contract now.

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NotebookLM is really helpful if you know the right questions to ask haha

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If you get this far, my hot take is that they could have gone much further in terms of strictness, and this also could be way worse. Definitely a middle ground, but I've been thinking about this for years and see no obvious way to drive a train through these rules. Go team!

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18/ Key anti-abuse provisions remain strong: No circular credit farming, strict tracking requirements, clear boundaries on qualifying clean energy. Good projects can proceed while keeping out wasteful schemes.

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17/ Final rules provide more flexibility than proposed version while maintaining robust integrity measures. Multiple compliance pathways available for serious developers.

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16/ Critical point: Rules are final and designed for near-term investment. New GREET calculator expected before any potential administration change. Time to move forward with clean H2 projects.

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15/ Provisional Emissions Rate (PER) pathway available for new processes not in GREET. Requires DOE emissions value and Class 3 FEED study or equivalent project maturity to apply.

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14/ Co-products treated carefully: System expansion approach preferred, with physical allocation as backup. Steam co-products from reformers capped at 17.6% of total energy content based on NETL modeling.

13/ Cross-region clean electricity allowed if generator has transmission rights to H2 facility's region. Must track with NERC E-tags hourly, no reverse transactions. Imports from Canada/Mexico need additional attestation.

12/ Storage provisions add flexibility: Clean electricity can be stored and discharged same-hour as H2 production. Must be in same region, account for efficiency losses, and must use qualified EAC registry tracking systems when available in the future.

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11/ For emissions tracking: Moving to EPA Subpart W source-specific reporting in 2026, segment level averages if a source isn't covered. Using 0.9% national average until then. Individual facility reporting will replace averages when available.

10/ Alternative fates for biofuels defined: Landfill/wastewater/coal mine methane use flaring baseline. Animal waste methane uses -51kg national average. Other sources are the same as fossil gas.

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9/ CCS calculated as annual rate for creating EACs, must include residual emissions. You can use it directly on site, but also on electricity facilities (w/ 3 yr incrementality rule). Must follow 45Q rules for qualifying and tracking carbon.

8/ Gas EACs allowed and can be traded across the continental US, monthly matching. No blending allowed - each gas feedstock must be calculated separately. Existing facilities need substantial modifications to qualify, mere fuel switching isn't enough. Removed "first productive use" requirements.

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7/ Key flexibility: Hour-by-hour calculations allowed with 4 kg CO2/kg H2 cap. Can calculate by individual electrolyzer. GREET version can be locked in at construction start. Shifts back hourly phase-in to 2030 but no grandfathering.

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6/ On EACs: Double counting is prohibited for 45V requirements. However, states have discretion on how clean hydrogen production can qualify for state-level incentives like CA LCFS. States also have the ultimate say when determining how 45V overlap with their clean electricity standard policies.

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5/ State policy exceptions exist for states with both decarbonization standards and GHG cap programs. Currently only WA and CA qualify. Must target 100% clean electricity by 2050 or earlier.

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4/ No broad curtailment exception included. Treasury noted regional/temporal variation makes a formulaic approach inadequate, while real-time market approach would be too complex to administer.

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3/ Nuclear power provisions: Reactors must have avg annual gross receipts < 4.375¢/kWh in any 2 years from 2017-2021 (qualify for 45U). Must be merchant nuclear (50%+ wholesale market sales) or single-unit. 200 MW cap per reactor. Uprates and restarts also qualify. I’d say roughly a dozen GWs apply.

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2/ While the release is 430 pages, the core guidance is about 80 pages - the rest explains Treasury's logic and addresses 30k+ public comments. Creating a framework for qualifying clean H2 across multiple production pathways requires detail to avoid loopholes and deal with edge cases.

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