RT @alexwei_: 1/N I’m excited to share that our latest @OpenAI experimental reasoning LLM has achieved a longstanding grand challenge in AI….

What are some opportunities people see with this new bill? Obviously not great for the energy industry. But putting my founder hat on, I see a few shifts:. 1. Shifts developer focus to BESS since they were not included in the cuts. A lot of BTM developers I talk to say batteries.

RT @tylerhnorris: I'm pro-nuclear (and testified to Congress in support of preserving tax credits & LPO for nuclear), but new nuclear will….

RT @elonmusk: Good question. Who?. At the same time, this bill raises the debt ceiling by $5 TRILLION, the biggest increase in history, put….

RT @JesseJenkins: The energy provisions in the Republicans' One Big Horrible Bill are truly so bad! Who wants this? The country's automaker….

RT @RichardMeyerDC: Do most people imagine that data center growth is going to come from typical grid connections? What I am seeing is that….

Expected load coming online in 5 years is outpacing planned supply. There's immense competition to secure what little available capacity is left on the grid. Duke paper shows >100GW of load can connect without grid upgrades if they curtail for 1% of the year. SB6 bill passed in.

RT @joshuafarahzad: hiring for Head of Operations at Proto-Town. looking for individuals with agency to join us in America’s Shenzhen. repl….

RT @fbirol: Amid all the economic & geopolitical uncertainty, global energy investment is set to rise this year to $3.3 trillion. China is….

RT @BourbonCap: Jon Gray Chief operating officer of the Blackstone: . "Electricity it's probably been our biggest theme. Power, utilities,….

If anyone out there needs a plug for transformers delivered in <6 months lmk :)

RT @JessePeltan: Chinese solar generation is 50% higher than U.S. nuclear. What's the gap going to be in July?.Next year?. The U.S. needs….

RT @ShanuMathew93: "The impact of tariffs on the energy business will be outsized since we source LFP battery cells from China. We are in t….

Does someone know why EIA is projecting **decreasing** electricity use in the US over the next decade? Everyone else (utilities, agencies, firms) is talking about the huge demand growth they can't meet :/

RT @ShanuMathew93: Why reshoring is such a boon for electricity demand? If it happens at scale. "Industrial Electricity Demand Has a Stron….

RT @ShanuMathew93: Next 25 years - the biggest story will be the rise of humanoid robots. All else equal, assume this means a massive amoun….

RT @ShanuMathew93: MS: "While the market is highly focused on Data Center at ~4% of US electricity demand, we do not think enough attention….

Enpal, a German startup bundling home solar, batteries, EV chargers & heat pumps, raised €110M led by TPG. The new funding will fuel expansion into more markets and a home energy trading platform.

Zero Industrial raised $10M to slash factory emissions with thermal energy storage​. The idea: store renewable power as heat to replace fossil-fueled factory boilers.

China just commissioned the world’s largest sodium-ion battery system (200MW/400MWh)​. It’s a hybrid using 40 MWh of Na-ion cells with Li-ion— showing a cheaper, safer battery chemistry for grid storage.