iiinova — where your digital self keeps evolving

++ here's the TSLA BESS delivery chart updated for Q1 this is now the only piece of its business I like sold all my holdings months ago

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rip to an immaculate badass fun fact: before priesthood, he worked as a janitor & bouncer “As stewards of God's creation, we are called to make the earth a beautiful garden for the human family.” & “It’s hypocrisy to call urself a Christian and chase away a refugee." & 1000x other bangin' ""s

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good god, CATL & BYD are gonna eat the world meanwhile, the U.S. is shifting to competitive versus cooperative games. congrats on pushing the rest of the world to cooperate without us lol

don’t pay attention to the stock market, especially day to day debt markets tell you more & the story there is worse same with commodities & forex

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nvo @nickvanosdol.bsky.social · 07/04/2025

I guess I should focus on building audience over here because, trust me guys, my spidey senses have been good of late see tweet date - not that I’m at all happy about being right

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i ain't gonna dig into the details but if anyone wants to run with some internal docs from the EPA on what else is coming down the pike - here u go

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nvo @nickvanosdol.bsky.social · 02/04/2025

you know I will & you too! 💪🏼 Berlin this summer

nvo @nickvanosdol.bsky.social · 02/04/2025

you might not think you have that much influence sometimes but remember, you often have NO idea what’s happening “behind close doors” as it were

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nvo @nickvanosdol.bsky.social · 01/04/2025

word on the street is Gradient (the heat pump co): • just did an RIF (workforce reduction) • struggling to get manufacturing plant up in India • struggling with gen 2 of product 🥴 I'm not gonna write the article, but you heard it here first

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nvo @nickvanosdol.bsky.social · 01/04/2025

(sad DJ Khaled voice) ANOTHER ONE "Battery recycling company Li-Cycle, which last year received a $475M federal loan to build a factory in NY, announces it could go out of business and doesn’t have enough money to meet the requirements needed to access the loan. (E&E News)"

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nvo @nickvanosdol.bsky.social · 31/03/2025

apropos the coreweave IPO, all I will say is NO ONE could have guessed the AI energy demand story was overblown in the short term... no one... www.keepcool.co/p/is-this-th...

keepcool.co

Is this thing on

On whether the data center story is really that important

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nvo @nickvanosdol.bsky.social · 31/03/2025

economy super strong for sure

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nvo @nickvanosdol.bsky.social · 28/03/2025

guess I’m a photog now too

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lord make me chaste , but not yet

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…And now there’s the chance, because [people are realizing it’s their] … property insurance, homeowner's insurance, the value of [their] main asset, [their] home.” More thoughts to come—great session @jael.bsky.social

“If you ask the public whether we should charge a fee to big corporate polluters for the cost of their pollution, it's ~12% opposed, 70%+ in favor. You don't often get 60 plus % margins on issues; the public is very much with us. We have to make that case effectively again…

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Very much enjoying the sessions at @heatmap.news energy & policy event in DC, particularly Senator Whitehouse (RI) speaking on why protecting the IRA is a *legislative* priority, NOT a **narrative** priority. The narrative priority, from his view (which I share) is roughly along the lines of…

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bess go br (via bloomberg) www.bloomberg.com/news/article...

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gas guzzlers out, war in

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👀 “Schneider Electric has 300 employees focused on AI only” Listening to their new energy data management platform release

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nvo @nickvanosdol.bsky.social · 24/03/2025

Replace all of New Yorks food truck generators with Bess and you’ll get your first real vpp

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sorry non-gregorian calendar obviously; new year is spring equinox in my book!

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nvo @nickvanosdol.bsky.social · 24/03/2025

new week new year (Gregorian calendar) almost new quarter let’s get itttt

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nvo @nickvanosdol.bsky.social · 22/03/2025

Nicolas Jaar speaking on the fact that it was Mother’s Day in Gaza last night

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nvo @nickvanosdol.bsky.social · 18/03/2025

good luck (genuinely) to the rest of universe of EV / EV charging manufacturers if you're not already in the biz you're better off building on top than just starting / being on the bottom www.techradar.com/vehicle-tech...

techradar.com

BYD’s latest electric vehicle platform can add 249-miles of range in just five minutes – your move Tesla!

1MW charging speeds leave Tesla’s V4 Superchargers in the dust

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German citizen reporting for duty to r/t the old east vs. west Germany in the AFD gains graphics from DW

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energy is everywhere once you start lookin’ for those with eyes to see

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Also I’m calling it two weeks early this is my best read of Q1 by country mile absolutely blown away be ready to be mopped off the floor emotionally tho

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nvo @nickvanosdol.bsky.social · 16/03/2025

no flex zone but you got all this AI and robotics and then bring a check into chase that’s “too large to deposit” and start causing all sorts of problems

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can someone really smart on policy tell me whether / why Trump has yet to sign the Congressional resolution to repeal the EPA's rule enforcing / implementing the WEC?

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nvo @nickvanosdol.bsky.social · 16/03/2025

is this too much to ask for

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nvo @nickvanosdol.bsky.social · 14/03/2025

♥️ thanks for the kind words Paul Gambill in introducing our latest piece, “Why we won’t achieve gigatonne carbon removal” Post itself is doing numbers, so be sure to check that out too! (linked in next comment)

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nvo @nickvanosdol.bsky.social · 14/03/2025

been fishing scratch offs out the trash for rinky-dink luck themed collages it’s incredibly sad someone didn’t even scratch the numbers on this one—didn’t even revel in the thrill just scratched the code to scan all this shit doesn't just rewire brains man. it ruins souls

nvo @nickvanosdol.bsky.social · 13/03/2025

bing bong from www.enerwrap.com

nvo @nickvanosdol.bsky.social · 09/03/2025

shout the early Sunday power distribution workers 🫡🫡

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nvo @nickvanosdol.bsky.social · 05/03/2025

Drove past the limerick generation station (nuclear, ~3 million horsepower) on the schuylkill while listening to Gillian Welch last night after playing two rounds of pool @ a dingy dive bar might have well have been listening to Ave Maria in the Sistine chapel

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nvo @nickvanosdol.bsky.social · 05/03/2025

I’m sure, most of our infra sucks in generall

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nvo @nickvanosdol.bsky.social · 04/03/2025

Not a fan of the ceo but I am a fan of the infra

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nvo @nickvanosdol.bsky.social · 04/03/2025

Gold used to cost less per ounce than cocaine. Now, it doesn’t (most places), even as cocaine purity has gone up considerably. Don’t ask me why I ran those numbers † † (kidding, one of the two is not my journey). [you can do the gram-to-math conversion yourself]

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nvo @nickvanosdol.bsky.social · 01/03/2025

sunset over the 804613.254 horsepower natty gas plant