iiinova — where your digital self keeps evolving

Reposted by Stephen Lacey

Jigar Shah @jigarshahdc.bsky.social · 29/10/2025

Bill Gates hasn’t made sense on Climate since he teamed up with Bjorn Lomberg in 2009. This is just a restating of Bjorn’s book from this year about how we have a finite amount of money and we shouldn’t use it for climate. What they get wrong is that climate solutions are now fully profitable.

43708228

Stephen Lacey @stephenlacey.bsky.social · 10/10/2025

I don't think you could be more alienating and petty. Do you even give a shit about having constructive conversations with disagreements? Or do you just like to throw bombs at people under the same tent because that's the only way you know how to communicate online?

010

Stephen Lacey @stephenlacey.bsky.social · 09/10/2025

Just signed in to read this! I figured I needed a little more space to respond. You can see here: bit.ly/4nEE8c1

030

Reposted by Stephen Lacey

Advanced Energy United @advancedenergyunited.org · 06/10/2025

In an interview with @latitudemedia.bsky.social's @stephenlacey.bsky.social, United’s President & CEO @honeill.bsky.social discussed how, with waning federal support, businesses must shift their focus to the states & regions. Listen to the full interview: buff.ly/aTh4qXE

012

Reposted by Stephen Lacey

Costa Samaras @costasamaras.com · 25/07/2025

I got to be a guest host on the Open Curcuit podcast with @stephenlacey.bsky.social & @cleangridview.bsky.social this week, & here’s how we talked about the One Big Beautiful Bill & what it does to raise costs, raise emissions, & reduce reliability. 🔌💡 Listen: www.latitudemedia.com/news/open-ci...

Bike man meme.

Riding the bike: we need energy dominance and affordability!

Putting a stick through the spikes: OBBB, permitting restrictions,
red tape, cancelling a transmission line

On the ground, hurt: but, but, but blackouts are coming

48120

Reposted by Stephen Lacey

Michael Grunwald @mikegrunwald.bsky.social · 21/07/2025

I talked to the great Open Circuit crew (@stephenlacey.bsky.social @jigarshahdc.bsky.social & Katherine Hamilton) about what energy people should know about food, and what food people can learn from the energy revolution. www.latitudemedia.com/news/open-ci...

latitudemedia.com

What we learned from the ethanol disaster

Michael Grunwald on the hidden emissions of biofuels, the failure of feel-good farming, and how ag tech can learn from energy.

0167

Reposted by Stephen Lacey

Bloomberg News @bloomberg.com · 29/06/2025

Elon Musk slammed the Senate’s latest version of President Donald Trump’s tax bill Saturday, raging online that the cuts to electric vehicle and other clean energy credits would be “incredibly destructive” to the US.

bloom.bg

Musk Rages as Trump Tax Bill Slashes Electric Vehicle Credits

Elon Musk slammed the US Senate’s latest version of President Donald Trump’s multi-trillion dollar tax bill Saturday, warning that the cuts to electric vehicle and other clean energy credits would be “incredibly destructive” to the country.

4014739

Reposted by Stephen Lacey

Avi Zevin @azevin.bsky.social · 28/06/2025

NABTU gets it. “Equivalent of canceling 1000 keystone XLs” "Biggest job killing Bill in the history of the country"

11710

Reposted by Stephen Lacey

Hamilton Nolan @hamiltonnolan.bsky.social · 29/06/2025

NOTE TO SELF: Next time google “what does this political party believe” before giving them $277 million

269105941737

Reposted by Stephen Lacey

Robbie Orvis @robbieorvis.bsky.social · 28/06/2025

Well we have the new text from Senate Budget, and we did indeed see the high water mark in the Finance text. The latest text is much worse: back to placed in service by and of 2027, same onerous and draconian FEOC requirements, NEW excise on tax on wind and solar.

67025

Stephen Lacey @stephenlacey.bsky.social · 27/06/2025

The winners? Companies that save customers money vs. asking for green premiums. Also, startups with a tactical exit strategy. As @jigarshahdc.bsky.social put it: "You should know exactly who's going to buy you."

141

Stephen Lacey @stephenlacey.bsky.social · 27/06/2025

Three forces are reshaping investment flows: 🎯 Tariffs worry investors MORE than IRA repeal (41% ranked it #1 concern) 💰 The "missing middle" gap is growing, just as more companies hit it. 📈 Acquisitions doubled in H1 2025, mostly at undisclosed (bargain) prices

100

Stephen Lacey @stephenlacey.bsky.social · 27/06/2025

Climate tech capital is fleeing America. Sightline's Kim Zou joined @open-circuit.bsky.social from London Climate Week. For the first time, US investors are flocking to what's been a sleepy European conference. The reason? "Definitely pullback in the U.S." A thread on what's driving change 🧵

184

Reposted by Stephen Lacey

Tyler Norris @tnorris.bsky.social · 21/06/2025

Fascinating exchange on latest Open Circuit episode in reply to @stephenlacey.bsky.social prompt on data center flex, btwn Arushi Sharma Frank & @jigarshahdc.bsky.social @cleangridview.bsky.social: 🔌💡 www.latitudemedia.com/news/open-ci...

164

Reposted by Stephen Lacey

Akshat Rathi @akshatrathi.bsky.social · 20/06/2025

It's been fascinating to watch the discourse about the Spain blackout over the past month. So much of it predictable, but I'm glad all the people who think mostly about fossil fuels are having to reluctantly learn nerdy things about electricity and grids. It's clear where the future lies.

0156

Reposted by Stephen Lacey

Felix Hamer • electricfelix @electricfelix.eurosky.social · 20/06/2025

"World’s largest hydrogen taxi operator hurls accusations at supply giants as it quits H2 in Paris" "Hype, the world’s largest hydrogen taxi operator, is to cease operating its fleet of hydrogen taxis in the Paris area, on the back of surging H2 prices" www.hydrogeninsight.com/transport/a-...

143816

Reposted by Stephen Lacey

Costa Samaras @costasamaras.com · 30/05/2025

I got to talk to @stephenlacey.bsky.social, @cleangridview.bsky.social, and @jigarshahdc.bsky.social on Open Circuit, about the reconciliation bill, abundance, and the future of energy and climate innovation. www.latitudemedia.com/news/open-ci...

latitudemedia.com

The abundance agenda meets scarcity politics

Republicans dismantle the IRA while America faces its biggest infrastructure challenge in decades.

1156

Reposted by Stephen Lacey

Jenny Chase @solarchase.bsky.social · 26/05/2025

Here's BloombergNEF's best guess on what increased data center activity means for global electricity consumption, from this year's New Energy Outlook, in the Economic Transition Scenario. (Full report is paywalled: www.bnef.com/insights/361... )

Screenshot of text, from BNEF's 2025 New Energy Outlook report, reading "Data-center power capacity was an estimated 81 gigawatts in 2024, consuming 371 terawatt-hours of electricity, or 1.4% of global final demand. We estimate their capacity will rapidly increase to 179GW by 2030 and 277GW by 2035. To power data centers, annual electricity
demand increases by 2.5 times to 935TWh by the end of the decade and quadruples to 1,600TWh in 2035. Those figures mean about 3% of total power demand will feed data centers by 2030 and 4.5% in 2035. By mid-century they consume 8.7% of electricity."

95713

Reposted by Stephen Lacey

Justin Gerdes @justingerdes.bsky.social · 19/05/2025

Equinor says the Trump administration has lifted the stop-work order for the Empire Wind offshore wind project - "allowing construction activities to resume" www.equinor.com/news/2025051... 🔌💡

equinor.com

Stop work order lifted, Empire Wind project resumes construction

The stop work order has been lifted for the Empire Wind project, allowing construction activities to resume.

513839

Stephen Lacey @stephenlacey.bsky.social · 14/05/2025

I’m not saying the messaging is unimportant. It is very important. I just don’t see a lot of arguments about the clear policy contradictions that will resonate.

010

Stephen Lacey @stephenlacey.bsky.social · 13/05/2025

Great analysis of the draft House reconciliation bill from @jessedjenkins.com and @robinsonmeyer.bsky.social on this week's Shift Key. The most depressing takeaway is that Republicans will crush stuff they claim to love -- nuclear and domestic manufacturing -- not just wind and solar. Pure lunacy.

heatmap.news

Shift Key Special Edition: The Fight Over the Inflation Reduction Act Has Arrived

Rob and Jesse digest the Ways and Means budget bill live on air, alongside former Treasury advisor Luke Bassett.

182

Stephen Lacey @stephenlacey.bsky.social · 11/05/2025

I don't get how Dems still believe the "death of democracy" messaging will work, when it clearly failed in the election. Every WH action is antithetical to its policy priorities. It's the perfect chance to clearly explain the contradictions, and present genuine counter policies. What am I missing?

340

Stephen Lacey @stephenlacey.bsky.social · 02/05/2025

The most important insight? "Economics are driving that way more than the existence of the PTC or ITC in isolation." Policy chaos aside, market fundamentals are still the main driver -- and will continue.

020

Stephen Lacey @stephenlacey.bsky.social · 02/05/2025

There's a lot more volatility to come. Cembalest believes "The markets are still underpricing the risk" of the Trump Administration's trade policy.

110

Stephen Lacey @stephenlacey.bsky.social · 02/05/2025

On China's energy approach: "In absolute terms, they're just consuming more of everything. More renewables, more coal, more gas, more oil." China's 30 nuclear plants under construction could be the real game-changer for coal displacement.

100

Stephen Lacey @stephenlacey.bsky.social · 02/05/2025

On Europe's transition costs: "Europe is paying a price. Broadly speaking that its governments and people have been supportive of." While Europe gets 50% of electricity from clean sources, "deindustrialization" is occurring with energy prices 2-4x US levels.

100

Stephen Lacey @stephenlacey.bsky.social · 02/05/2025

On AI energy demand projections, Cembalest is skeptical: "I'm going to take the under... the cost of doing this is going to be so prohibitively high that it forces certain engineering efficiencies into AI energy consumption."

110

Stephen Lacey @stephenlacey.bsky.social · 02/05/2025

Transmission is "stuck in a rut." US capacity additions are declining when they need to be dramatically increasing. We're adding roughly 1,000 miles per year versus DOE targets of 5,000-9,000 miles annually by 2030/2035.

110

Stephen Lacey @stephenlacey.bsky.social · 02/05/2025

Equipment shortages are hitting everything. Cost of building gas plants has tripled; transformer deliveries stretched from weeks to years; PPA prices for renewables keep climbing. Grid equipment is experiencing fastest price growth among 47 items in the Producer Price Index.

110

Stephen Lacey @stephenlacey.bsky.social · 02/05/2025

Hockey stick growth of wind/solar/batteries is not dramatically impacting final energy demand. On renewables in final energy mix: "Europe's the global leader here and it's rising at about 0.6% a year and the US is running at about half that pace."

100

Stephen Lacey @stephenlacey.bsky.social · 02/05/2025

On deteriorating gov't data quality: Cembalest warns the US is following China's path with key government data sources going dark. "There's so little confidence in China's officially released statistics that people derive their own indicators."

100

Stephen Lacey @stephenlacey.bsky.social · 02/05/2025

We had a fascinating conversation with JP Morgan's Michael Cembalest on @open-circuit.bsky.social this week exploring the state of the energy transition. We discussed: Supply chain impact of tariffs Clean energy bottlenecks AI power demand realities Europe vs China 🧵Here are some of my takeaways:

latitudemedia.com

Tariffs, equipment delays, rising costs: The energy transition faces some harsh realities

JP Morgan's Michael Cembalest offers a data-driven reality check on renewable growth, transmission bottlenecks, and the economics of decarbonization.

122

Stephen Lacey @stephenlacey.bsky.social · 30/04/2025

Interesting take. I'll talk with Jigar and Katherine about it, and see where there's an angle for us!

010

Reposted by Stephen Lacey

Meade Krosby @meadekrosby.bsky.social · 29/04/2025

Well, it's official. We just received notice that all authors on the Sixth National Climate Assessment have just been released from their roles. The NCA is a vital, Congressionally mandated resource for our nation as we prepare for the impacts of climate change. This is a huge loss.

NCA6 Update
April 28, 2025
Dear NCA6 Participants,

Thank you for your participation in the 6th National Climate Assessment. At this time, the scope of the NCA6 is currently being reevaluated in accordance with the Global Change Research Act of 1990. We are now releasing all current assessment participants from their roles. As plans develop for the assessment, there may be future opportunities to contribute or engage.

Thank you for your service.

18584299

Stephen Lacey @stephenlacey.bsky.social · 28/04/2025

Thanks for the feedback! It's hard to ignore just how extreme things have become. But we will be widening the lens this week, and we appreciate the feedback.

110

Reposted by Stephen Lacey

Kai Ryssdal @kairyssdal.bsky.social · 27/04/2025

This is a key point. Shortages are already baked.

20626118

Stephen Lacey @stephenlacey.bsky.social · 27/04/2025

This framing is reasonable. Yes, phasing out fossil fuels is required under any climate framework. But it's clear that positive economic, security, and innovation outcomes resonate far more with people than opposition frameworks. Also, AI will be an extraordinary tool in accelerating solutions.

030

Reposted by Stephen Lacey

Jigar Shah @jigarshahdc.bsky.social · 25/04/2025

Great episode with the great expert ⁦‪Ari Peskoe‬⁩. We are clearly investing in a lot of new infrastructure driven by data centers, but also lots of other load growth. There is also a move to upend the norms around how the electricity grid operates. Affordability has to be key.

podcasts.apple.com

Who’s really paying AI’s power bill?

Podcast Episode · Open Circuit · 04/25/2025 · 55m

372

Reposted by Stephen Lacey

Don Moynihan @donmoyn.bsky.social · 26/04/2025

The Naval Academy cancelled a freakin' Ken Burns documentary showing, not because of the content, but because Burns had been critical of Trump www.nytimes.com/2025/04/24/u...

In November, representatives for the filmmaker Ken Burns reached out to the academy with an offer to screen clips from his new six-part series on the American Revolution at the academy in a private event for a select group of midshipmen. The school accepted and booked the event for April 22.

But in late March, the school’s leadership felt that Mr. Burns’s criticisms of Mr. Trump before the 2024 election could cause another outcry from conservative think tanks and Republican members of Congress.

25153741782

Reposted by Stephen Lacey

Ari Peskoe @aripeskoe.bsky.social · 25/04/2025

I am very grateful to @stephenlacey.bsky.social, @jigarshahdc.bsky.social, and Katherine Hamilton for having me on Open Circuit

161

Stephen Lacey @stephenlacey.bsky.social · 25/04/2025

Also, Duke Energy, which offered a $325M discount to a municipal customer to keep their business. Litigation revealed a plan to pass these costs to captive ratepayers. As Ari Peskoe explained: "that incentive is there, and sometimes utilities take advantage of the opportunities they have."

100

Stephen Lacey @stephenlacey.bsky.social · 25/04/2025

The most egregious example? Meta's massive new data center in Louisiana, served by 2,200+ MW of proposed gas plants. When regulators asked how much energy the facility will use, Entergy wouldn't say. As Peskoe puts it: "This is the poster child for a shady deal."

100

Stephen Lacey @stephenlacey.bsky.social · 25/04/2025

Tech giants are pouring $1 trillion into AI infrastructure, and utility executives are salivating at the chance to build expensive new power plants. But who's actually paying? @aripeskoe.bsky.social joins us on @open-circuit.bsky.social to talk about the secret deals for data centers. #energysky

latitudemedia.com

Who’s really paying AI’s power bill?

As data centers push load growth to historic levels, new research reveals how utilities and developers are inking secret deals.

251