Duncan S. Campbell
@duncan__c
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building power for AI @scalemicrogrids and DER-pilling the youths @DER_Task_Force
NYC
Joined March 2015
The driver of electricity cost growth is delivery, not generation, cost growth. The driver of electricity delivery cost growth is low infra utilization. Adding new demand can either improve or worsen infra utilization. So why is this just “marginal” or “quibbling”?
Trying to smooth out demand peaks and get the most out of the grid we already have is great, but we should be aspiring to both make and move many more electrons not just quibble about pricing schemes. https://t.co/4yi7dGJ7z3
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Is funny that they see this as “optimistic hipster era” when the reality it was mostly irony masking a deep cynicism.
Apparently there is now a Gen Z TikTok trend where they are romanticizing being a millennial in 2012
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There’s a corner within urbanism world that does these ridiculous things. In Brooklyn they dropped a bunch of boulders in the middle of the street. Took up street space that’s incredibly valuable real estate for a gain of nothing.
Neckdown no more: After realizing forcing cars to play chicken is a bad idea, SFMTA plans to remove the confusing setup on Kirkham Street. Read more: https://t.co/sTcJm1y36w 📝: @leahygarrett
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@JesseJenkins Kudos for someone finally doing this study. It's the right methodology https://t.co/5LXY75QtlD
Nevertheless, after reading the paper more thoroughly, I am far more pessimistic than Tyler is about the prospects of being able to connect the amounts of datacenter capacity at the stated amounts of curtailment. The reason for that is once again, the trickiness of connecting
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The ways I can imagine to fix this: 1) somehow grow the hell out of load despite having terrible pricing and outages 2) get a federal bailout and then restructure the whole thing Checkout @wattarchive to see how bad things are.
A monopoly delivers the worst possible product at the highest possible price. Welcome to California’s investor-owned utilities.
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Big gas engines will be powering massive data centers. These announcements are just today’s news:
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@clawrence @duncan__c It’s been done before. People react as if the only relevant feature of utility competition is excessive spending on wires and poles, but it turns out that other aspects of utility service are relevant too. https://t.co/Ks7I6IkhFF
reason.com
In Lubbock, Texas, two electric utilities are competing for people's business. How does it work? Could competition be the answer to rising electric bills? answer to rising electric bills?
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I have AT&T fiber at my home, have had it for years. Google just came in and installed fiber in my neighborhood. I now have a choice. No ‘ratepayer’ money used. No guaranteed rate of return. Are we ready to discuss this for electricity? And yes I know it’s not the same. But why
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Chris is spot on with the backup generators. We have hundreds of gigawatts of capacity that we’re not properly using.
Energy addition is the only way we will have enough electricity to lower prices and power AI in the U.S. The Trump administration is enabling existing power sources to increase their output and keep existing power online to find tens of megawatts on our existing grid to support
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Does the average person, under flat volumetric rates, understand how much it’s going to cost to cook their Thanksgiving turkey? I don’t think there’s ever been an understanding. It’s always just a vibe on whether the bill feels right relative to the last bill.
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Does the average person need to understand it?
Unfortunate that by attempting to make regulated utility billing as “fair” to all parties as possible, billing mechanisms have become too opaque for the average person to understand.
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We are excited to announce our partnership with @juvarecorp, to deliver real-time power outage data directly into the WebEOC platform! Learn more here -
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Legalizing new, islanded electric utilities is a no-brainer state policy response to the large load interconnection problem This is not self-supply or behind the meter generation It opens the door to competing networks that could serve many customers and many gigawatts of load
Last month, RMI wrote an interesting overview of these large tariffs and what is commonly included. https://t.co/02ySHwYFnV One miss is that RMI doesn't seem to consider off-grid options. Halcyon only somewhat touches on co-location. Again, these are live issues. Utah, Ohio,
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seems obvious this is emergent over a long time doesn’t change that its a miracle it happened
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One of the core failures of the Econ class that discounts manufacturing is forgetting the relationship between R&D and production. When we lose manufacturing, we lose the ability to translate R&D into products. What’s an innovation economy without R&D?
"Even in countries like the US and the UK, which now have tiny manufacturing sectors accounting for 9 to 10 per cent of GDP, 60 to 70 per cent of R&D is done in the manufacturing sector."
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Most I met in Okinawa didn’t love the American military presence. I expected that. But I didn’t expect that they also didn’t necessarily love identifying as Japanese due to much older disputes. It’s like a Texas / Quebec / Scotland situation over there.
A video of American military police walking down a street in Okinawa, armed with pistols, has gone viral on Japanese Twitter. Some are calling it a matter of national sovereignty. (The MPs only have the authority to arrest US military personnel.) https://t.co/jFwsh5EICp
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