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Paul DV

@paul-dv.bsky.social
92 followers 600 following 34 posts

Energy nerd. Weird coffee person. Telemark skier.

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Paul DV @paul-dv.bsky.social · 06/04/2026
Reach out to betterdatacenterproject.com
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Andrew Dessler @andrewdessler.com · 02/09/2025
Our 400+ page comment on the DOE climate working group report is now out. Our conclusion: The merchants of doubt are back, and they're coming for climate science.
sites.google.com
DOEresponseSite
On July 29, 2025, the Department of Energy (DOE) published a report from its Climate Working Group (CWG). This report features prominently in the EPA's reconsideration of its 2009 Endangerment Finding. In response, over 85 scientists have come together to write a comprehensive review, which is
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Paul DV @paul-dv.bsky.social · 23/08/2025
This covers some of it: toolkit.climate.gov/sites/defaul...
toolkit.climate.gov
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advait @advaitarun.bsky.social · 17/08/2025
Yesterday I wrote about how far the Inflation Reduction Act didn’t go, as comprehensive climate policy, even as it transformed how the state shaped markets.
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Jen Bendery @jbendery.bsky.social · 16/08/2025
"Free D.C.! Free D.C." Chants of protest against Trump break out in the 51st minute of tonight's Washington Spirit game at Audi Field.
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Andrew Dessler @andrewdessler.com · 13/08/2025
🚨 REPORTERS: Join Our DOE Climate Report Media List 🚨 If you're a reporter or communicator, sign up for updates on comments regarding the DOE climate report. We will share embargoed releases, background materials, and follow-up opportunities with you.
forms.gle
Join Our DOE Climate Report Media List
We're building a list of reporters and communicators who want timely updates on our comments regarding the DOE climate report. This will help us share embargoed releases, background materials, and follow-up opportunities with you. If you have any further questions, feel free to email me.
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Avi Zevin @azevin.bsky.social · 24/07/2025
In addition to the AI Action Plan, a few new AI-related EOs out this evening. The most interesting for energy nerds is the Data Center Infrastructure EO. www.whitehouse.gov/presidential...
whitehouse.gov
Accelerating Federal Permitting of Data Center Infrastructure
By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered: Section  1.  Policy and
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Robinson Meyer @robinsonmeyer.bsky.social · 24/07/2025
It’s hard to find a trend in the electricity system right now that *doesn’t* point to near-term rate hikes if not a broad affordability crisis. That’s a serious problem for climate policy, but also the American economy writ large. I wrote about it: heatmap.news/politics/ele...
What is less well understood is how poorly the United States is prepared to match this rise in electricity demand with an equivalent increase in supply. To some degree, American electricity prices are already rising: So far this year, utilities have received or requested permission to increase customers’ bills by $29 billion, according to a July report from PowerLines, a think tank and advocacy group. That’s a large number in its own right, and it’s more than twice as much as had been approved at this time last year.

But when you look across the power system, virtually every trend is setting us up for electricity price spikes:

The supply chain to build new natural gas power plants is backed up. Virtually all new utility-scale gas turbines are spoken for until the end of this decade, as Heatmap News covered in February.
U.S. natural gas supplies will come under more strain in the next few years as fossil fuel companies export more of the fuel abroad. From 2024 to 2028, North America’s liquified natural gas export capacity is projected to double.
Many of the key components to build more grid infrastructure — such as copper or steel — have surged in cost due to Trump’s tariffs and self-induced trade uncertainty.
The federal government has become a less stable fiscal and financing partner for energy producers and distributors. On Wednesday, Energy Secretary Chris Wright killed a government loan guarantee for the Grain Belt Express transmission project. Why? “To ensure more responsible stewardship of taxpayer resources,” but also because President Trump asked him to.
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Paul DV @paul-dv.bsky.social · 16/07/2025
Why not "MatAss CoRa"?
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Avi Zevin @azevin.bsky.social · 16/07/2025
but which one
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Paul DV @paul-dv.bsky.social · 02/07/2025
Thank you!
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Paul DV @paul-dv.bsky.social · 02/07/2025
Do you have an author's link available to share? Thanks!
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Avi Zevin @azevin.bsky.social · 30/06/2025
"There is a way to apply a set of carefully crafted restrictions to wean us off Chinese supply chains, but . . . if we scatter rakes across the floor for companies to step on, they will just throw up their hands and send their investments overseas, leaving us more reliant on China than before."
media.tenor.com
a red car is parked next to a trailer that says u-tow on it
ALT: a red car is parked next to a trailer that says u-tow on it
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Energy Innovation @energyinnovation.org · 30/06/2025
🚨New Report🚨 🔌💡 The U.S. Senate's “One Big Beautiful Bill Act” #Energy Provisions, will cost America 300GW of new power, $960 billion in GDP, and 770,000 lost jobs. Check out the other economic impacts of the bill 👇 energyinnovation.org/report/econo... #greensky #energysky
energyinnovation.org
Economic Impacts of U.S. Senate “One Big Beautiful Bill Act” Energy Provisions • Energy Innovation
The Senate's "One Big Beautiful Bill Act" will cost America 300GW of new power, $960 billion in GDP, and 770,000 lost jobs.
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Paul DV @paul-dv.bsky.social · 17/06/2025
Senate Finance Committee bill maintains tax credits for nuclear, geothermal, energy storage, and hydropower... but immediately terminates this other tax benefit? It's not clear that there's any replacement for MACRS elsewhere in the proposed text. #💡 🔌 yardsale.energy/removing-acc...
yardsale.energy
Removing Accelerated Depreciation is Bad and Counter-Productive – Yardsale Energy
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advait @advaitarun.bsky.social · 16/06/2025
Killing MACRS depreciation for clean energy forces all credit-eligible energy projects into transferability markets rather than into tax equity transactions. Fine for S/W. But seems bad for nuclear and geothermal... which have no transferability markets bc they're emerging tech.
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Jigar Shah @jigarshahdc.bsky.social · 16/06/2025
The infrastructure investments of the past four years represent the most significant progress since the Eisenhower era. But they are neither guaranteed nor permanent. If Congress and the Trump administration don’t act now, we won’t just cede economic advantage. We’ll see energy costs spike…
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Justin Gerdes @justingerdes.bsky.social · 10/06/2025
Implications of the US LNG export boom for domestic gas prices - from EIA's latest Short-Term Energy Outlook: "Higher natural gas prices in 2025 and 2026 are the result of strong export growth that persistently outpaces U.S. natural gas production." www.eia.gov/outlooks/steo/ 🔌💡
US energy market indicators from EIA's June 2025 Short Term Energy Outlook.
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Paul DV @paul-dv.bsky.social · 06/06/2025
Electricity demand is growing. New natural gas capacity will take time to ramp up, likely 2030. Why kill support for the only resources that could actually scale deployment in the next few years? yardsale.energy/republicans-...
yardsale.energy
Republican’s HR1 Would Sledgehammer U.S. AI and Manufacturing Investments – Yardsale Energy
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Paul DV @paul-dv.bsky.social · 06/06/2025
Finally, a good picture of DOE HQ! Really captures the feeling of being nestled within a forest of concrete and glass. So soothing.
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Jigar Shah @jigarshahdc.bsky.social · 29/05/2025
There has been a lot of questions about the Loan Programs Office and the work that they did over the last four years to process a record $108B of loans to help commercialize technology across the United States. A 🧵
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Michael Grunwald @mikegrunwald.bsky.social · 27/05/2025
I wrote about a scandal in the Big Beautiful Bill that should really be shocking even if it isn’t surprising. Replacing jet fuel with corn and soybeans doesn’t pencil out for the climate, so Congress wants to take away the government’s pencils. @yalee360.bsky.social e360.yale.edu/features/cor...
e360.yale.edu
The ‘Green’ Aviation Fuel That Would Increase Carbon Emissions
The U.S. agriculture lobby has long promoted ethanol for cars. If President Trump’s “Big Beautiful Bill” becomes law, the industry would be given tax credits for producing crop-based fuel for planes, ...
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Danny Deraney @dannyderaney.bsky.social · 26/05/2025
Every year on Memorial Day, I share this video of French caretakers who take sand from Omaha Beach in Normandy, and scrub them into the letters to give them the gold coloring. They do this for all 9,386 US soldiers who died. France also gave us this land as American soil.
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Paul DV @paul-dv.bsky.social · 24/05/2025
MC stands for "Master Class." I would definitely listen to her thoughts!
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Avi Zevin @azevin.bsky.social · 24/05/2025
DOE issues first order attempting to keep a coal plant online that was slated to retire. The JH Campbell plan in Michigan. www.energy.gov/sites/defaul...
energy.gov
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Paul DV @paul-dv.bsky.social · 23/05/2025
If ever there was an industry that needed strong, certain state support, it's nuclear.
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Tyler Norris @tnorris.bsky.social · 23/05/2025
Highly doubtful that nuclear ITC phaseout for all post-2028 reactor starts will be sufficient to achieve industry liftoff, and it almost certainly kills most advanced reactor companies and the emerging US fusion industry.
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Paul DV @paul-dv.bsky.social · 22/05/2025
#💡🔌
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Paul DV @paul-dv.bsky.social · 22/05/2025
What if big clean energy projects could earn the ITC while under construction? What if this existed and nobody knew about it? Qualified Progress Expenditures were added in the IRA and majorly benefit big projects like nuclear... if the credits survive. More at: yardsale.energy/qualified-pr...
Vogtle nuclear power plant with dollar signs added above it
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Ric O'Connell @ricoconnell.bsky.social · 22/05/2025
Capacity accreditation is deep and nerdy and super important. What happened last PJM auction cycle was an ironic shift: gas underperformed in winter storm Elliot, so PJM assigned much lower capacity values to gas - dropping from ~90% to %60%. Now we had less capacity, so prices shot up #EnergySky
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Paul DV @paul-dv.bsky.social · 22/05/2025
Coupled with the existing FEOC and "material support" restrictions it seems like there are projects which are already under construction that now won't even qualify...
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Tyler Norris @tnorris.bsky.social · 21/05/2025
This is the deepest journalism I’ve seen yet on AI’s impact on the US power sector. I’m honored to be included w/ David Victor, Ari Peskoe, Costa Samaras, EPRI, and others. 🔌💡 www.technologyreview.com/2025/05/20/1...
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James Temple @jtemple.bsky.social · 20/05/2025
One of the world's biggest data center booms is quietly underway just outside of Reno. Some projects have been covered, but few outlets have recognized the full scope of the plans. The developments will require gigawatts of new electricity generation & could consume billions of gallons of water.
technologyreview.com
The data center boom in the desert
The AI race is transforming northwestern Nevada into one of the world's largest data-center markets—and sparking fears of water strains in the nation’s driest state.
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Paul DV @paul-dv.bsky.social · 18/05/2025
Thank you for confirming that Lake Champlain is a Great Lake!
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Matt Zeitlin @zeitlin.bsky.social · 16/05/2025
Wall Street read the Ways and Means IRA language and thought it was "better than feared": tax credits still only phased out intead of being cancelled immediately. Some clean energy stocks even went up. Then they realized the langauge would kneecap the storage industry heatmap.news/economy/wall...
heatmap.news
Is Wall Street Wrong About the IRA?
Investors are only just now starting to digest what the proposed cuts will mean, especially for energy storage.
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Jesse D. Jenkins @jessedjenkins.com · 15/05/2025
Let's be real: if Republicans pass the House budget bill as is, it will murder the US nuclear industry, ruin our chances of winning the AI race (by constraining power supply), concede the global auto sector to China, and vaporize about half a trillion dollars of US manufacturing investment...
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Paul DV @paul-dv.bsky.social · 16/05/2025
"🔌💡
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Paul DV @paul-dv.bsky.social · 16/05/2025
DOE's super useful guides to commercializing key technologies are back! You can find the collection of "Pathways to Commercial Liftoff" reports here: yardsale.energy/liftoff-reports Plus check out my amazing graphic design skillz!
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Paul DV @paul-dv.bsky.social · 14/05/2025
I think my jaw hit the floor with this line: "As greenhouse gas emissions exacerbate hurricanes and wildfires that level whole U.S. communities spanning North Carolina down to southern California, the effects resemble those if China or Indonesia were to launch missiles at the United States."
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John Bistline @bistline.bsky.social · 14/05/2025
🚨 NEW PAPER 🚨 In the largest multi-model study of U.S. decarbonization strategies to date, we explore technology and policy implications for reaching net-zero emissions using 14 energy-economic models. A thread of key takeaways in 10 charts...
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Robbie Orvis @robbieorvis.bsky.social · 14/05/2025
Every single investor memo I’ve seen so far has completely misread the “material assistance” FEOC language from Ways and Means and drastically understated its potential impact. @robinsonmeyer.bsky.social got it dead on in his piece today. Suggest everyone read it. heatmap.news/politics/hou...
heatmap.news
How a House GOP Proposal Would Essentially Gut the IRA’s Biggest Tax Credits
It’s not early phase-out. These 3 changes could overhaul the law’s clean electricity supports.
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Paul DV @paul-dv.bsky.social · 14/05/2025
Man, and I have two woulds in there too. Post fail.
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Paul DV @paul-dv.bsky.social · 14/05/2025
How do i do this #🔌💡?
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Paul DV @paul-dv.bsky.social · 13/05/2025
In other words
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Paul DV @paul-dv.bsky.social · 13/05/2025
Proposed changes to the Inflation Reduction Act's tax credits, along with recissions to DOE's Loan Program Office funds would, would ultimately kill new nuclear projects in the US and put the nuclear industry resurgence at risk. See more at: yardsale.energy?p=43
yardsale.energy
Reconciliation Tax Proposal Kills New Nuclear – Yardsale Energy
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Gregg Gonsalves @gregggonsalves.bsky.social · 13/05/2025
What a heart-rending, beautiful, enraging piece by #KseniiaPetrova as told to #AlexEllerbeck at the @nytimes.com. www.nytimes.com/2025/05/13/o...
nytimes.com
Opinion | The Science I Would Be Doing if I Weren’t in ICE Detention
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Brian Merchant @bcmerchant.bsky.social · 12/05/2025
This is insane. Republicans have inserted language into the budget reconciliation bill that would ban states from regulating AI in any capacity for 10 years. from @404media.co www.404media.co/republicans-...
(1) IN GENERAL.—Except as provided in para6 graph (2), no State or political subdivision thereof
7 may enforce any law or regulation regulating artifi8 cial intelligence models, artificial intelligence sys9 tems, or automated decision systems during the 10-
10 year period beginning on the date of the enactment
11 of this Act.
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Emily Pontecorvo @emilypont.bsky.social · 12/05/2025
Here is a rundown of exactly how the GOP proposal would change every clean energy tax credit. While it looks like a bunch of nips and tucks, it's probably more akin to a full repeal. More analysis from us to come. heatmap.news/politics/way...
heatmap.news
The House GOP Tax Proposal Would Effectively Kill The IRA
The Ways and Means Committee released its proposed budget language, and it’s not pretty for clean energy.
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