Isaac Orr
@TheFrackingGuy
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I grew up on a dairy farm in WI. Co-Founder at Always On Energy Research. Geology enthusiast. Tweets and typos are my own.
MN
Joined September 2014
Unreliable energy advocates claim solar panels and battery storage are now able to deliver "baseload" power at a lower cost than coal or nuclear. But we ran the numbers in ERCOT, and solar and storage aren't low cost, they are the most expensive energy out there. A thread:
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Why don’t they turn the wind turbines up?
During this cold day, 80% of our energy is from natural gas, nuclear, and oil. Wind at 8.5%, and solar at 1%. https://t.co/SExyVrJ48N
#mapoli
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Given the incoming solar that TVA has if you optimize across your entire range of assets you have to ask does the extra solar contribute to hitting peak net load? Does the energy it puts in mostly displace an already low marginal cost generation like a CCGT or nuclear at lcoe
$5.4 billion* for a 300 MW* SMR by 2032*. If TVA can't get it done on time and budget, no one can. For comparison, you could build about 10x more solar 4 years sooner, for less cost. Opportunity cost is a real thing with finite cash. *subject to changes https://t.co/m7xL9lk2Ri
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How did the MSM ever miss the Minnesota fraud story last year? Surely they were vetting Tim Walz, right? 🤣 https://t.co/K4w9Ys7NYK
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The law called for a 40% reduction in economywide greenhouse gas emissions from 1990 levels by 2030.
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The state's 2019 Climate Leadership and Community Protection Act directed the Department of Conservation (DEC) to issue regulations to ensure compliance with the law's emissions reduction targets within four years of its passage.
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Oh? – New York officials are appealing a February 2026 deadline to issue new climate regulations, telling a court that completing the necessary work in that time frame is "impossible." https://t.co/HTxOVLef2h
spglobal.com
The Department of Conservation said it cannot complete the necessary modeling by February 2026, as directed by a judge.
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Obama never had an "all of the above" strategy. It was always a War on Coal. Can the war on coal still be won? @CanaryMediaInc
canarymedia.com
Ten years ago, the U.S. was on track to phase out coal by 2030, thanks to the Sierra Club. Now Trump and AI are delaying the fuel’s decline.
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The @WSJ admits that "slow addition of new power generators" and "retirement of old plants" are causes of rising electricity prices. But these things aren't just inevitable! They come from years of policies that shut down reliable plants and prevented new ones from being built.
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Hydro-Quebec has started to import more electricity than it exports. Remember when Jack Gibbons and the @ONcleanair lobbied for Ontario to close its nuclear fleet and become reliant on "cheap hydro from Quebec?' Looks like its time for Quebec to refurbish its Candu 6 nuclear
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Blue states, high rates, Senator salad comb.
Under President Trump, electricity prices are surging — up 11%! — leaving millions behind on their utility bills, with past-due balances at an all-time high. American families deserve better.
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It’s not about where the power is produced, it’s about who purchases it and for what price, or how much the RECs/alternative compliance credits cost.
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Blue states, high rates.
And they will continue to go up so long as the ppl in Washington and your state capitol only care about their next check from a donor. There is 0 accountability here. State Regulators are told “keep rates low” but don’t anger the utility, or their shareholders, or AI co’s…
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There is a class of commentor (many have gone to Bluesky) that somehow believes big loads should be charged for every cent of added infrastructure needed to serve them but somehow also believe we need to build out the grid massively (and implicitly on mandated RTO charges) to
Or we could just build a clean, flexible electric grid that could support all kinds of new demand.
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As for me, I have a coal boiler on my roof.
@johnrhanger @yestiseye Here's my roof. You're going to have to resolve this paradox about me you've created in own your mind, John.
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God I don’t even know who to root for here, my friend or my President.
🚨NEW WHISKEY BET ALERT🚨 Let’s go with my personal favorite, Aberlour A’bunadh Cask Strength
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What this is really showing is our grids are being asked to do more than it was built for. Your bill pays for two things: electrons and plumbing. The electrons (wholesale power) haven’t been persistently expensive, natural gas has even been cheaper at times but the plumbing
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Oh hell yeah
ICYMI Wyoming is building coal power plants again
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