iiinova — where your digital self keeps evolving

Tim Hade @timhade.bsky.social · 27/04/2025

Great episode Ari. I learned a lot. Thanks for all you’re doing!

Tim Hade @timhade.bsky.social · 24/04/2025

I disagree. IMO being a IOU CEO is the hardest job in energy. It’s basically impossible to do well, and when you mess up it kills people and causes $Bs of damage. Plus, the job itself really sucks. Everyone just yells at you constantly. That’s why getting good people costs $$$$

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Tim Hade @timhade.bsky.social · 21/04/2025

…fundamental problem is that total demand for NG gen exceeds supply. If we can build ~50 GW of new NG capacity in total over the next 5 years, but a big portion of that is going to non-AI use cases, we’re clearly short supply. In that world, nothing is obvious. www.mckinsey.com/industries/p...

mckinsey.com

How data centers and the energy sector can sate AI’s hunger for power

The growth of data centers and AI rely on the availability of electric power. Opportunities for investors in power infrastructure and adjacent sectors are quickly emerging.

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Tim Hade @timhade.bsky.social · 19/04/2025

How many GWs of gas generation capacity do you think we can bring online in the US over the next 5 years? Realistically.

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Tim Hade @timhade.bsky.social · 19/04/2025

I think gas engines will play a role too. Not debating that. But we’re talking about 100+ GW of new demand wanting to come online in the next 5 years. We don’t have the supply chains to build 100+ GW of NG generation. Hence the problem.

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Tim Hade @timhade.bsky.social · 19/04/2025

Fair enough, you found someone.

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Tim Hade @timhade.bsky.social · 19/04/2025

Why doesn’t really matter in the context of your argument. The fact that they are sold out and we don’t have the capacity to make more fast enough is the issue. I’ve yet to meet anyone interested in expanding turbine manufacturing capacity in this economy, so where are they going to come from?

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Tim Hade @timhade.bsky.social · 19/04/2025

It’s not obviously correct when the lead time for turbines is 6 years and almost no one wants to invest in more turbine manufacturing capacity. I’m not disagreeing that NG plays a big role. But nothing is obvious when it comes to scaling AI compute.

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Tim Hade @timhade.bsky.social · 07/04/2025

Direct consequence of pretending climate change doesn’t exist = the home insurance industry is collapsing -> millions across the US (regardless of political party) will not be able to get a mortgage. podcasts.apple.com/us/podcast/a...

podcasts.apple.com

The Climate Crisis Is Breaking Insurance

Podcast Episode · A Matter of Degrees · 04/04/2025 · 36m

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Leah Stokes @leahstokes.bsky.social · 04/04/2025

New episode of A Matter of Degrees! We talked with @cadavejones.bsky.social a former Insurance Commissioner about the LA fires. The climate crisis is breaking our insurance system -- but we fix it. Tune in and subscribe! degreespod.com/episodes/climate-crisis-breaking-insurance

"Insurance is the climate crisis canary in the coal mine and the canary is just about dead." - Dave Jones

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Tim Hade @timhade.bsky.social · 03/04/2025

Incredible interview. @casten.house.gov is 1 of, if not the, best members of Congress on #energytransition issues. He is the type of leader we need if we’re going to figure this whole thing out. Every time I listen to him speak I get smarter. Worth the time. podcasts.apple.com/us/podcast/v...

podcasts.apple.com

The view from inside DC, with Rep. Sean Casten

Podcast Episode · Volts · 04/02/2025 · 1h 11m

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Tim Hade @timhade.bsky.social · 25/02/2025

This episode of Organized Money is wild. Apparently a key driver of IOU rate inflation is the use of a very obscure modeling methodology to calculate ROE, that isnt used anywhere else in finance. Can someone explain to me how this is real or why it’s not? open.spotify.com/episode/3fOW...

open.spotify.com

The Pocket Picking Machine

Organized Money · Episode

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Tim Hade @timhade.bsky.social · 19/02/2025

In the spring of 2002 I went to a Yankees game in NYC wearing my military uniform. I saw very little of the game because almost every single fan in the concourse stopped to thank me for my service, and promised that we would #neverforget. 20 years is a long time.

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Tim Hade @timhade.bsky.social · 19/02/2025

I’m so sorry brother. Disrespectful and embarrassing. #NeverForget

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Tim Hade @timhade.bsky.social · 23/01/2025

@michaelwara.bsky.social Why do utilities make PSPS decisions instead of CalFire?

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David Roberts @volts.wtf · 19/01/2025

Don't look now, but global carbon dioxide emissions not only aren't declining, they're rising faster than ever.

e360.yale.edu

Carbon Dioxide Levels Rose by a Record Amount Last Year

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Tim Hade @timhade.bsky.social · 18/01/2025

Thank you for your service! 🇺🇸

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Tim Hade @timhade.bsky.social · 15/01/2025

Happy Birthday to the “Electrifying” @leahstokes.bsky.social Great day for a book announcement, can’t wait! Thank you for your leadership!!!

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Matthew Hahn @matthewhahn.com · 15/01/2025

I am a former incarcerated firefighter. I served in a California fire camp from 2009 to 2012. Misinformation is afire on the internet, so here are facts about the prison firefighter program, all in one place. A thread.

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Tim Hade @timhade.bsky.social · 14/01/2025

I don’t know much about Swiss electric system. Most of California’s electricity grid is outdated. For example, the c hook that broke and caused the Camp Fire in 2018 was 100 years old. Old electric grid + drought is really bad combination.

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Tim Hade @timhade.bsky.social · 14/01/2025

There is no safe way to operate the electric grid in California during high winds/red flag conditions. The only near term solution is much more aggressive use of Public Safety Power Shutoffs. Californians need to prepare for multiple days/year without power. That’s the inevitable outcome.

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Tim Hade @timhade.bsky.social · 11/01/2025

FWIW it definitely doesn’t feel like “we’re all in this together” here in SoCal

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Tim Hade @timhade.bsky.social · 09/01/2025

Really proud of our progress in Year 6. Year 7 is off to the worst start imagineable. My great hope is that this tragedy will create the sense of urgency needed to make progress faster.

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Tim Hade @timhade.bsky.social · 15/12/2024

This seems like an incredibly efficient government program that will meaningfully reduce lots of people’s electric bills.

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Stephen Lacey @stephenlacey.bsky.social · 11/12/2024

My piece on Google's new partnership with Intersect Power. It isn't just another data center deal - it's a signal that the whole model of data center development is changing. Companies are now going where the power is abundant and bringing the fiber to them. bit.ly/4g8hfu1 #energysky

bit.ly

Google’s new data center model signals a massive market shift | Latitude Media

The partnership with Intersect Power and TPG Rise Climate shows how “energy-first” development models can support data centers.

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Tim Hade @timhade.bsky.social · 12/12/2024

really important point. The inevitability of DER deployment doesn’t ensure it will happen equitably, status quo it won’t. Better regulation/legislation is needed.

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Tim Hade @timhade.bsky.social · 10/12/2024

Agree. Lots of people working hard to accelerate ASAP. Political volatility in US not super helpful.

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Tim Hade @timhade.bsky.social · 10/12/2024

This is already happening at scale, led by major property owners & REITs…“prop tech”, check out @fifthwall.bsky.social…over the next decade the market will force most landlords to embrace

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Tim Hade @timhade.bsky.social · 10/12/2024

Because landlords are going to figure out how to make $ by providing distributed energy resources to tenants, and it’s going to be a feature tenants want.

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Tim Hade @timhade.bsky.social · 10/12/2024

Putting it a the substation level means you’re still subject to utility T&D charges, which will be the biggest driver of electricity cost over time. It will be cheaper to have your own panels/battery behind your own meter.

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Tim Hade @timhade.bsky.social · 10/12/2024

I dont think it depends on where you are. I think everywhere.

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Tim Hade @timhade.bsky.social · 10/12/2024

I truly believe the vast majority of buildings will have solar panels, co-located batteries, and electric load control tech inside the next 3 decades. We should design the 21st century electric grid around this principle. I don’t think there is a compelling counter argument.

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Jesse D. Jenkins @jessedjenkins.com · 21/11/2024

Seems like maybe not a great time to upend current federal policy support for US electric vehicle and battery supply chains eh?

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Tim Hade @timhade.bsky.social · 21/11/2024

A buddy once told me that the most effective way to prepare for working with a PUC is to become a New York Jets fan 😂

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Tim Hade @timhade.bsky.social · 21/11/2024

I agree, but IMO it’s not an intent thing. In almost every case, regulators are incapable of doing the job primarily because of systemic inertia and a lack of resources. We’ve been saying “regulators need to regulate” since I joined this industry and it’s gotten worse not better.

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Tim Hade @timhade.bsky.social · 20/11/2024

@jgkoomey.bsky.social I’m super interested in your take on this

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Tim Hade @timhade.bsky.social · 20/11/2024

@simonmahan.bsky.social can you post the data you shared on Twitter re: Georgia Power load forecasts here? This is incredible.

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Jigar Shah @jigarshahdc.bsky.social · 19/11/2024

“NRG Energy and Renew Home have teamed up to distribute 650,000 AI-enabled thermostats using Google Cloud technology to help reduce electricity demand in Texas. The initiative, announced on November 7, 2024, aims to shave off 1 gigawatt of power by 2035” www.cretech.com/news/nrg-and...

cretech.com

NRG and Renew Home Launch AI Thermostat Program to Ease Texas Grid Pressure

Thanks for keeping up with the CREtech Community in the News! For more news about members of the CREtech Community, follow us on Linkedin. NRG Energy and Renew Home have teamed up to distribute 650,

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Tim Hade @timhade.bsky.social · 20/11/2024

Something to keep an eye on: A ton of uncertainty, but I think Ukraine is maybe on a path to attempting to build the most distributed electricity grid in history? Potentially a huge opportunity for energy innovation? expro.com.ua/en/tidings/e...

expro.com.ua

ECU plans to offer consulting services to investors in distributed generation — EXPRO Consulting

ECU plans to offer consulting services to investors in distributed generation

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Tim Hade @timhade.bsky.social · 18/11/2024

Grid modernization is THE key to winning the AI race. 🇺🇸 has a no chance at beating 🇨🇳if we can’t 2-3X grid capacity in the next 2 decades. If we can capitalize on bi-partisan agreement on this point, we can achieve most of our objectives without ever talking about climate.

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Tim Hade @timhade.bsky.social · 18/11/2024

@robinsonmeyer.bsky.social @jessejenkins.bsky.social Can we get a shift key episode about this? I thought your episode with @severinborenstein.bsky.social was great, but if the math is off by $10B/yr that seems pretty important to discuss.

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Jigar Shah @jigarshahdc.bsky.social · 17/11/2024

We need to deploy 2-5 GW and $25B by 2030 to achieve #liftoff in enhanced #geothermal. This will bring the price down far enough to unlock 90 GW by 2040. liftoff.energy.gov/next-generat...

liftoff.energy.gov

Next-Generation Geothermal Power - Pathways to Commercial Liftoff

Learn more about the U.S. Department of Energy’s Pathways to Commercial Liftoff Report on Next-Generation Geothermal Power

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