For our 200th episode of @Redef_Energy, @gerardreid14 and I had the pleasure and privilege of speaking with @NatBullard , one of the sharpest minds in the energy world. A leading analyst in climate and energy, Nat is known for his clear insights on clean energy, decarbonization,

In Germany, a standard 7kW rooftop solar system costs $10,000. In Australia, it costs $4,000. In the US, the same system costs about $28,000 — thanks partly to a mess of state, local, and HOA rules, per a new analysis shared with @AlexCKaufman:

🧵on the recent Bain forecast for data centers: >AI data centers to grow 13-20% annually through 2030, reaching 139-197GW (from 67GW in 2024). >Hyperscalers dominating new builds (growing from 15% to builds to 42% at a 26% CAGR 2020-2030). >North America maintains leads at 49%

🌦️ Child soldiers in the climate alarmism movement The left is using children as the face of their dark money climate lawsuits.. But they’re also creating a climate alarmism mental health crisis to push their political goals.

For years, French nuclear was seen as a steady, unchanging source of baseload power. But as renewables expand and prices move more sharply through the day, nuclear flexibility has become part of France’s daily power balance. How much further can the fleet flex? Source below

And China is dominating another technology class, one that was supposed to have inherent western advantages . Open link to source article https://t.co/lsbKOzzaLr

With the price of new gas generation trending towards $4,000/kW to $4,500/kW, utilities and regulators should consider other options before making customers pay for gas plants, writes Cassady Craighill, technical education director at GridLab. https://t.co/VXNXzmSpNN

China is heading towards its lowest import month of the year. More domestic production and pipeline imports are making the future home of #LNG demand growth a less reliable destination. Hard to see any more long-term contracts being signed any time soon. @ColumbiaUEnergy

Big Labor’s new weapon isn’t a strike — it’s your retirement.

JLL: AI-specific data center capacity in North America 2020: 1.2GW 2024: 5.6GW 2030(E): 44.2GW 40%+ CAGR from 2020-2024, 2024-2030, and 2020-2030.

Are AI data centers sucking up resources from US manufacturers? Spending on factory construction is down 2.5% so far this year, while that for data centers is up almost 18%

As @IEA announced a year ago this month, the Age of Electricity is emerging ever more clearly, driven by rising demand for AI, air conditioners, EVs & more It’s vital to strengthen power systems by investing in grids & flexibility for more secure, affordable & sustainable energy

Google backs US gas power plant with carbon capture for Midwest data centers

🔥Breaking: Tesla's cumulative free cash flow has exceeded $20 billion for the first time. This means Tesla has generated nearly as much capital as Rivian has lost.

Great chat with @trtworld just now. AI needs more of everything. Data, energy, compute and storage in data centres coupled with edge and far edge. @375ai_ , @nvidia and many others believe in this also. Do you?

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As the EU electrifies more end-use sectors, fossil demand will fall 3x faster than the rise in electricity use – cutting dependence on fossil imports. Switching from fossil to electricity across energy end-uses boosts efficiency while decarbonising. https://t.co/SrtK2hW3r5

NEW | Solar and wind OUTPACED global electricity demand growth in the first half of 2025, leading to a slight fall in fossil fuels compared to this time last year ☀️🌪️ Record solar and steady wind growth is reshaping global power as renewables OVERTAKE coal for the first time.

Inside Oklo: the $20bn nuclear start-up still waiting to power up: "Nuclear technology company Oklo has no revenues, no licence to operate reactors and no binding contracts to supply power. But this has not stopped the Silicon Valley-based start-up from riding a wave of investor

Excellent long form on gas turbines supply and demand. One anecdote: Siemens sold 1 turbine in the US two years ago. This year, they will sell 200 One conclusion: forget about switching to Gas in SE Asia "we can't get our hands on turbines"

The fallout from the AI-fuelled dash for gas

Rio Grande Train 5 has reached FID, becoming the latest LNG project to reach FID in 2025...Read the full story here: https://t.co/evmgannUw8

Spain's power plants are burning more gas since blackout, sending gas demand up

Amazon, Meta and big polluters are fighting a rear guard action to prevent transparency in carbon accounting.