JesseJenkins Profile picture
Mar 22 4 tweets 2 min read
Fun fact: There were 1,280 gigawatts of clean power projects stuck waiting in queues to connect to the grid as of the end of 2022.
If 50% of those were built, that would be all the new capacity needed to cut US GHGs to 50% of peak levels by 2030 & be on path to net-zero by 2050.
Sad fact: historically, only 24% of projects seeking grid connection from 2000 to 2020 have subsequently been built.
Half glass full fact: we *only* need to double this success rate and we're in business.
#BuildAllTheThings #NoTransitionWithoutTransmission
Sources:
Interconnection queues: LBNL preliminary year-end 2022 queue report via FERC State of the Market Report (ferc.gov/sites/default/…)
Clean energy generation capacity needed by 2030: REPEAT Project Net-Zero Pathway. Image
Hat tip @cody_a_hill for heads up about FERC report and new interconnection data.

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More from @JesseJenkins

Mar 20
The @USTreasury Dept. is currently writing rules for a major new subsidy intended for clean hydrogen production (background ).
Those rules MUST require that NEW DEMAND for electricity from hydrogen producers is supplied by NEW CLEAN SUPPLY.
Here's why... Image
The 45V tax credit for clean hydrogen (H2) is tiered, offering more $ the lower the emissions from H2 production. The largest credit, $3/kg, goes to producers that result in <0.45 kg CO2/kg H2, which is >95% cleaner than fossil methane reforming, where most H2 comes from today.
The Inflation Reduction Act explicitly states that the emissions impact of hydrogen should be based on "lifecycle greenhouse gas emissions" which by reference to Clean Air Act means accounting for "direct AND INDIRECT" emissions from across the full fuel cycle ("well-to-gate"). Image
Read 15 tweets
Mar 5
It's Sunday and I'm cooking a Bolognese for the fam, so here are three things I absolutely love about cooking on my new induction range.

1. I don't have to run the vent while boiling water or cooking a sauce just to keep from poisoning myself or my kids. (The vent is so loud.)
2. It's so easy to clean. Ever try cleaning Bolognese spatter out of a gas range? Yuck. A couple wipes and the glass stovetop of the induction range is clean. It's the little stuff in life...
3. It boils a giant pot of pasta water in 2 mins flat. Basically instantaneous. I actually tried to write this post while waiting for the water to boil. But it was too fast! So I had to wait until I was done cooking.

¡Buon appetito!
Read 4 tweets
Mar 4
This looks like progress. New gas capacity needed to displace coal rapidly in many cases. Not sure all this capacity is needed but much of it. Renewables will provide a lot more energy than the coal plants being displaced, helping meet growing demand and reduce gas burn. But...
...wind additions are tepid here & lag far behind the pace we'd want to see to be on the path to net-zero. EIA expects similar slow pace of wind growth over 2023-2024 (see my recent post on that) at about 1/2 the peak rate of wind capacity additions (6-7 GW/yr v. 15 GW 2020 peak)
Solar meanwhile appears set to smash new records. That's key. We need to build build build. Faster than ever before. Solar growth is encouraging. Wind concerning. Will constraints on wind expansion (interconnection, siting, etc) be an Achilles heel for rapid decarbonization?
Read 9 tweets
Mar 4
Tesla is making a $5 billion investment in a large EV assembly plant near Monterrey, Mexico that will employ 7,000, according to the state's governor. nyti.ms/3ZjeVbb
Of course, competitors like Ford, Chevy and VW already produce parts or assemble vehicles in Mexico, which benefits from free trade agreement w/US. (The Ford Mach-E I purchased in December was assembled in Cuautitlán Izcalli, Mexico).
The Inflation Reduction Act permits vehicles assembled anywhere in North America to qualify for EV tax credits, provided their batteries components come primarily from North America and they source majority of lithium and other materials in batteries from US free trade partners.
Read 4 tweets
Feb 26
Three advanced geothermal concepts will be considered by @SonomaCleanPow to boost clean firm power @ the Geysers, incl. @Eavor the world's leading closed loop geothermal company
northbaybusinessjournal.com/article/articl… Disclosure: I serve on Eavor's Advisory Board & have $ interest in the company
On March 2, @SonomaCleanPow's board will meet to consider cooperation agreements w/@Eavor, Chevron New Energies & Cyrq Energy for each to build up to 20 MW demonstration projects at the Geysers geothermal field in Sonoma County Cali. If successful, each would scale up to 200 MW.
Clean firm power is critical for California to reach its 100% carbon-free electricity goal by 2045, enshrined in statute by SB100 in 2018 (see EDF.org/cleanfirmpower). The state has set a goal to procure 1,160 MW of new geothermal power generation over the next five years.
Read 6 tweets
Feb 23
The Inflation Reduction Act has set the financial incentives for the clean energy transition. Our challenge now: bring down non-financial bottlenecks that constrain the pace of change. Top of the priority list: grid interconnection! ⤵️ nyti.ms/3ZbR90N
Next up, and not totally unrelated: long distance electricity transmission expansion, as @CatClifford's great three part (so far?) series over the past few days explains:

cnbc.com/2023/02/22/why…
Also key: characterizing geologic storage basins for safe, permanent storage of CO2, permitting for said storage, and expansion of CO2 pipelines to connect emitters to safe storage options.
Read 5 tweets

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