Alex Epstein Profile picture
Feb 17, 2021 12 tweets 4 min read Read on X
Many people have asked me what I think of Twitter-promoted @JesseJenkins' account of the TX situation. Turns out he preemptively blocked me, but looking at his thread from another account I believe it's deliberately superficial, evading root causes that damn his favored policies. Image
Let's start with the simple truth: *the only real reason reliability has suddenly become an issue, everywhere*, is that policy now rewards unreliability and punishes reliability.

For much more on this read @MeredithAngwin's excellent "Shorting the Grid."
The primary goal of policies that reward reliability and punish reliability is to reduce CO2 emissions by the bizarre method of promoting unreliable solar and wind at the expense of reliable nuclear, as well as all other reliable power sources.
These anti-reliability policies, as I have explained in detail, are the root cause of the Texas situation.

Anti-reliability policies are also the root cause of the California situation.

energytalkingpoints.com/california-bla…
Jesse Jenkins is a supporter of "net-zero" policies, which mostly consist of forcing us to use unreliable wind+solar. Thus he is a contributor to the anti-reliability policy trend at the root of TX's problems. His thread, predictably, ignores the culpability of that trend.
Jenkins' thread amounts to: Wind and solar did virtually nothing to help during the cold snap, but they were expected to do virtually nothing—so no problems there. Whereas natural gas and coal were expected to do a lot but they underperformed. So they’re the problem.
But the *reason* natural gas and coal underperformed was preventable problems caused by policies that punish reliability and reward unreliability--policies that Jenkins supports. That's why I say his analysis is deliberately superficial; the true analysis damns his policies.
Any serious analysis of what's going on in Texas should share the information captured in this chart: unreliable wind and solar electricity (green and yellow) completely fail to keep us warm or powered. Fossil/nuclear only "failed" in one place, TX, due to preventable problems. Image
I respect Jenkins' knowledge of many of the specifics of the TX grid. But by not giving the bigger picture of 1) anti-reliability policies and 2) green energy failure, he is contributing to the false and dangerous "fossil fuels failed" narrative.
Don't let Jenkins or anyone else distract you from the fact that "unreliables" failed everywhere. That's the fact we need to keep in mind as we are pitched policies to eliminate reliable fossil fuels and nuclear, and to "replace" them with unreliable wind and solar. Image
Here's Jenkins's thread. I would have quote-tweeted it, but for some reason he blocked me before I even read his post.

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More from @AlexEpstein

Jun 21
The Biden administration claims that draining the Northeast Gasoline Supply Reserve shows its commitment to low gas prices.

In fact, this is yet another cynical ploy to disguise that its real goal is raise gas prices.

🧵👇 Image
Biden’s claim that he released 1B barrels of gasoline to “lower prices at the pump” is his latest attempt to convince Americans he's trying to lower gasoline prices. But in fact, he’s doing his utmost to raise prices, because this is necessary for his anti-fossil-fuel goals.
From Day 1, President Biden has openly supported the destruction of the fossil fuel industry, from his 2019 campaign promise of “I guarantee you, we’re going to end fossil fuel” to his 2021 executive order declaring that America will be “net zero emissions economy-wide” by 2050. Image
Read 18 tweets
May 23
Tech giants' self-made energy crisis

For years tech giants have been helping climate catastrophists shut down reliable fossil fuel electricity, falsely claiming they can be replaced by solar/wind.

Now the grid they've helped gut can't supply their growing AI needs. 🧵👇 Image
For the last decade, tech giants such as @Apple, @Microsoft, @Meta, and @Google have, through dedicated anti-fossil-fuel propaganda and political efforts, promoted the shutdown of reliable fossil fuel power plants in favor of unreliable solar and wind. Image
Tech giants have propagandized against reliable fossil fuel power plants by falsely claiming to be "100% renewable" and implying everyone could do it. In fact, they have just paid utilities to credit them for others' solar and wind use and blame others for their coal and gas use. Image
Read 22 tweets
May 9
Despite massive subsidies and favoritism, EV sales dropped in Q1 of 2024 compared the previous quarter.

Economics be damned, EPA recently announced pollution standards that require car makers to sell >50% EVs by 2032.

My talking points on Biden's dictatorial EV mandate 🧵👇 Image
Biden's de facto mandate of >50% EVs by 2032 is a dictatorial attack on the American driver and the US grid that will

1. Force Americans to drive inferior cars.

2. Place massive new demand for reliable electricity on a grid that is declining in reliable electricity supply. Image
The EPA has finalized new pollution standards so restrictive that in order to comply, car manufacturers will have to sell 56% EVs by 2032, plus at least 13% plug-in hybrid or other partially electric cars, as well as more fuel-efficient gasoline-powered cars.
Read 28 tweets
Mar 26
How to solve America's critical minerals problem

1) liberate domestic industry to mine and process them cost-effectively
2) encourage friendly trading partners to do the same
3) stop artificially driving up demand before supply chains are ready

🧵👇 Image
America’s economy and its national security depend on the secure availability of numerous “critical minerals”—such as lithium, copper, cobalt, and various “rare earth” elements—that, due to their unique chemical properties, are essential for many of today’s leading technologies.
Take cobalt, an important ingredient in the high-tech alloys used in many batteries, jet engines, and permanent magnets. Without a secure supply of cobalt, production of significant portions of high-tech industry and high-performance military equipment are jeopardized.
Read 30 tweets
Mar 20
The “climate disclosure” fraud

Congress won't support Biden's anti-fossil-fuel agenda.

So he's circumventing the legislative process by having the SEC coerce companies into spouting anti-FF propaganda and committing to anti-FF plans in the name of “climate disclosure.”

🧵👇
The SEC's new "climate disclosure rules"—now paused by the Fifth Circuit—have been rightly criticized for forcing companies to do endless, costly paperwork, which discourages companies from going public and thus contradicts the SEC's goal of increasing opportunity for investment. Image
Sadly, most critics of the SEC's rules are missing the biggest, most dangerous problem: they're not actually “climate disclosure rules”—those already existed—they are *anti-fossil-fuel propagandizing and planning rules* that violate freedom of speech and endanger our economy.
Read 33 tweets
Mar 8
Q: What should government do to address climate change?

A: “Climate change” is the wrong target; we want to *reduce climate danger*. And the proven way to do that is: *master* climate danger by letting us use all forms of cost-effective energy, including fossil fuels.

🧵👇
Asking how government should “address climate change” assumes that us impacting climate must be a bad thing.

But it’s only bad if it endangers us by creating challenges we can’t master.

And so far, our climate mastery has far outpaced any new climate challenges.
It’s an irrefutable but little-known fact that as the world has warmed 1° C, humans have become safer than ever from climate danger. The rate of climate-related disaster deaths—from storms, floods, temperature extremes, wildfires, and drought—has fallen 98% in the last century. Image
Read 27 tweets

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