Daniel Tait
@taitdl
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Riveted observer of the utility-industrial complex. Who’s afraid of little old me? Tips, leads, and leaks welcome. DM for Signal.
Huntsville, AL
Joined May 2014
I'm old enough to remember when people confidently said that batteries would never match pumped hydro.
China is proof that the #EletrotechRevolution is here‼️ In just three years, 🇨🇳 TRIPLED energy storage—supercharged by growth in batteries which overtook pumped hydro in 2024🔋 Follow Ember during #COP30 to see how far the #energytransition has come. https://t.co/xLXgBeyK8B
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US utilities cracking down on "phantom" data centers as developers flood grids with inflated power demand forecasts, often submitting same project to multiple utilities seeking lowest prices. Recently, AEP Ohio cut pending projects 30% and PG&E revised pipeline down 400MW. New
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Wood Mackenzie confirms new natural gas generation is expensive! $126/MWh in 2030! New solar plus batteries are less than half the cost of new gas! New nuclear ($139/MWh) also is getting close to being cheaper than new gas! Gas too is dirty, biggest CO2 electricity polluter.
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NRC completes draft supplemental EIS for TVA’s Clinch River SMR site in Oak Ridge, TN: • Covers TVA’s plan to build a single GE Hitachi BWRX-300 small modular reactor • Jointly prepared with U.S. Army Corps of Engineers • Public comments due by Dec 22, 2025 • NRC’s
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Southern Company is totally on the brink…of higher profits! From $2.39B in 2021 to $4.40B in 2024. Similar story everywhere. Rate hikes mix 1) real costs 2) overspending 3) (usually absurd) profit People are mad at 2 & 3 and paying for data centers, not keeping the lights on.
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And not just CA, TX, and IL. Add TN/AL/KY/MS etc. to the list! LFG! https://t.co/GNUyYJfzxE
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👀👀👀
Republican Public Service Commissioner Tim Echols, who lost his reelection bid this week, is considering a run for this deep-red north Georgia state House district. #gapol
https://t.co/H1xBxnxmn5
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.@SPPorg (the Southwest Power Pool, serving the central Great Plains states) approved a new regional transmission plan with $8.6 billion in projects, including ~950 miles of ultra-high voltage 765 kV lines, and with estimated benefits 18X the costs More of this please!
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Georgia Power customers paying for Plant Vogtle.
Impressive execution from Dominion on their 2.6 GW offshore wind project. Despite record inflation 2022-23, supply chain constraints, changes to RE credits, and a $690M hit from tariffs, they are on track to deliver project LCOE in line with their original 2021 (!) estimates.
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A few years ago, Republicans were talking about turning Puerto Rico into a fossil fuel playground. But reconstruction has failed so badly that it's instead become a testing ground for distributed solar, which has become one of the few bright spots. Remarkable.
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There it is. https://t.co/5dFHlZV4Gr
wpln.org
The Tennessee Valley Authority plans to add ample storage to its grid by the end of the decade. The public utility announced that it was targeting up to 1.
Good news from @TVAnews today! TVA is greenlighting up to 1,500 MW of energy storage and slated to be online by the end of 2029. 🔋🔋🔋
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Georgia Democrats scored an upset in an obscure race for the state utility board by focusing on costs while Republicans wanted to make it another partisan litmus test. Democrats romped. Is it a bellwether for the midterms? @via @opinion Gift link:
bloomberg.com
Pocketbook issues took center stage in Democratic victories in Virginia, New Jersey and New York Tuesday night, as well as in a usually obscure election in Georgia. Because Georgia is far more of a...
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"Peter Hubbard and Alicia Johnson would have won the race even without the votes from metro Atlanta's deep-blue core counties." 😮😮😮
Georgia pols got the message from Tuesday night’s blowout for Democrats: “A lot of the conversation about the elections was about affordability. You’re a fool if you don’t recognize that.” More from our 2026 Governor candidate forum last night—>
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“This was a referendum on Georgia Power and high electric bills,” said Daniel Tait, research and communications director at the nonprofit utility watchdog group @EnergyandPolicy. https://t.co/mR7E5YG4ML
san.com
From Georgia to New Jersey, rising electricity bills were on millions of voters’ minds as they cast ballots on Tuesday.
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It is worth reflecting about how, if a monopoly can jack around Amazon like this, what it might do to the guy who is looking to get a new home or subdivision connected, or people wanting to get solar or storage or EVs into their homes, etc. -- the stuff that isn't likely to make
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How's this for energy abundance? Millions of Aussies will start receiving three hours of free power each day in 2026. This is what happens when you make rooftop solar less than a buck a watt!! "Rooftop solar installations cost about $840 (U.S.) per kilowatt of capacity before
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