Andrew Michael
@ami211
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@nikitabier you need an Energy starter pack: @JessePeltan @duncancampbell @FracSlap @energybants @James_McGinniss @TimMLatimer @timothyhade @shaylekann plus some really big accounts like @johnarnold @elonmusk
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as the polar vortex approaches remember to check for iced out transmission
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Oh now I’m going to take this storm seriously.
Senator Ted Cruz (R-Texas) was spotted earlier today, January 20, 2026, on a plane heading to Laguna Beach as the state of Texas braces for a rare ice threat and arctic cold front.
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lol classic, maybe the whitehouse will roll tanks into PJM HQ to help with implementation
PJM was not invited to the event and not involved in this process, a spokesman told @ZhangMona
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How do we connect data centers to the grid quickly and avoid driving up costs for other electricity consumers? The solution: a 2-part combo of flexible interconnection agreements & bring-your-own-capacity (BYOC) arrangements, according to a new report out today from Camus
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Wholesale electricity market stakeholder processes are going so well that hyperscalers now see the final frontier as a reasonable alternative
JUST IN: Google CEO wants to put data centers in space
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A 🔥 take by @ShanuMathew93
Given the raging debate around power, I thought it'd be interesting to posit the various incentives players have to either promote or dispel the power bottleneck. "Show me the incentives, and I'll show you the behavior" What did I miss or get wrong? Let's hear it!
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Join me THIS Sunday, November 23 at 2 pm at Temple Emanuel of Great Neck as we dive into my new historical‑thriller The Einstein Conspiracy, where FBI agents, Nazi plots, and a fugitive Albert Einstein collide in a shadow‑USA. RSVP here: https://t.co/ZZpge0LBFm
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Update: PJM’s 3-month stakeholder process on large loads completed a final vote yesterday Despite multiple proposals to address the reliability gap, NOT a SINGLE proposal got enough votes Disagreements on mandatory vs optional BYOG, impact of load flex on energy prices,
Several big players (Amazon, Google, Microsoft, Constellation, Talen) have come together with a new proposal for PJM's capacity shortfall - Voluntary + time limited (24-100h per year) DR for large loads - Time limited use of back up gen for system relief prior to load shed - If
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Classic PJM
Did we do anything to advance the economic opportunity for our stakeholders? Of course not, but we had some really wonky debates along the way and thats got to count for something, right?
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Hey #energytwitter anyone know if the PJM vote happened and what the result was? @TKavulla @ShanuMathew93 @JesseJenkins Expect that whatever was chosen will leave everyone unhappy lol.
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I used to work for Bill Gates at Breakthrough Energy I was on the policy time that was folded up earlier this year I've consumed everyone's hot take on his new memo. This is my mild take on the Rorschach test, which ended up revealing personal vendettas and "vindications"🧵
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Reading a JP Morgan AI CAPEX report and this is such a great way to put AI ROI into perspective "to drive a 10% return on our modeled AI investments through 2030 would require ~$650 billion of annual revenue into perpetuity... which equates to $34.72/month from every current
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I have a @nytimes op-ed today on managing power demand growth w/out driving up rates. Central point: load growth is an opportunity to *offset* upward pressure on rates, if we plan the system to make fuller use of infrastructure we’ve already paid for.
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If you care about the AI data center space - for how it affects AI, energy, and markets - you should be following @ShanuMathew93 .
Woke up and thought let's do some quick maths & guesstimating for fun. Using rough approximations, it appears AMZN and MSFT are credibly bringing on 2+ GWs/yr each over the next 1-2 years while META and GOOGL in the +1-2 GW/yr range. ORCL ambitions seem to be ~2 GWs/yr as well.
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In a major development, the US Secretary of Energy just issued an advanced notice of proposed rulemaking to FERC that would take jurisdiction of large load interconnection across the US and require expedited connection of flexible loads: https://t.co/AS2rbivUb2
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Drones are a crucial defense tech. And to win a drone war we need domestic battery manufacturing. This is another self-own.
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How load with firm fixed shape PPA’s looks at load with unit contingent
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Nuclear enters its meme stock moment. Oklo Inc now valued at 20.7 billion is worth more than nuclear giants BWXT Curtiss-Wright Corporation & AtkinsRéalis. Let’s compare & contrast. BWX Technologies (BWXT) market cap: 16 billion– primary supplier of nuclear reactors, fuel, &
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