Jigar Shah Profile picture
Jun 11 7 tweets 4 min read Twitter logo Read on Twitter
In 1939, the United States had the 19th best military in the World. We moved to number 18 when Holland fell to Germany. America learned how to do big things in a very short period of time. We are doing/building big things again. newrepublic.com/article/135684…
Construction spending by US manufacturers more than doubled over the past year. For April 2023, the annual rate reached nearly $190 billion compared with $90 billion in June 2022, with manufacturing accounting for around 13% of non-government construction. businessinsider.com/us-building-fa…
“Over the past five years, TVA has attracted a record $47.8 billion of new business investment, adding an estimated 346,400 jobs, and the population of the Tennessee Valley is growing six times faster than the U.S. average, Lyash said.” @TVAnews timesfreepress.com/news/2023/feb/…
TVA was created in the first 100 days of FDR’s first term. Today they will take the trained workforce from Vogtle and build the first small modular #nuclear plant here in the USA tva.com/newsroom/press…
The oil and gas industry is facing a US oil patch that is pursuing less productive wells. They are looking for another more profitable growth pathway. The best ones are #geothermal, #hydrogen, and #carbonmanagement. Their expertise is essential to success.
fervoenergy.com/fervo-energy-a…
In Texas alone there is enough room on rooftops to generate enough #solar to meet the State’s peak electricity demand - over 70,000 MW. Add EVs and every home can have the resiliency to run itself offgrid. We can find 300GW of commercial rooftops easily. environmentamerica.org/center/resourc…
American EV technology is world-class and selling well, we just need to ramp up manufacturing. 10 million vehicles here we come! thedriven.io/2023/05/26/tes…

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More from @JigarShahDC

May 3
BREAKING: Amazing new report by @TheBrattleGroup (backed by @Google). VPP's can provide resource adequacy that is ~50% of the cost of the alternative options; 60 GW of #VirtualPowerPlant deployment at $15–$35 billion less than the cost of the alternative
prnewswire.com/news-releases/… Image
"Over the past decade, the U.S. added over 100 GW of new capacity intended largely to maintain resource adequacy. This amounted to over $120 billion of capital investment, primarily in gas fired generators and lithium ion batteries."
Once you account of additional societal benefits, a VPP is the only resource that could actual have a negative net cost. "60 GW of VPP could provide over $20B in additional societal benefits over a 10 year period." And the money for demand flexibility is paid to households! Image
Read 6 tweets
Apr 30
This was an amazing podcast (as usual from @drvolts). Thanks for the shout-out to LPO and the other great programs here. A few thoughts as we get more intentional about savings money for LMI consumers -- reducing energy burden.
The data that Vero talked about is summarized here. We have long known that LMI customers repay energy related loans at a much higher rate then other loans that they take out. But lenders still charge 30% interest for appliances, other loans. emp.lbl.gov/publications/l…
We can solve that problem and start to do that by making existing financing solutions more inclusive, see the @SunnovaEnergy announcement this month. Also allows LMI customers to take advantage of #VirtualPowerPlant income. energy.gov/lpo/articles/l…
Read 9 tweets
Apr 1
What an amazing few weeks for #Nuclear Power. First, DOE launched the #NuclearLiftoff Report. Sober, well reviewed and realistic: liftoff.energy.gov/wp-content/upl…
The Pathways to Commercial Liftoff: Advanced Nuclear report found that the U.S. will need between 550-770 GW of additional clean, firm power to complement the deployment of variable renewables in order reach net-zero by 2050.
All #CleanFirm resources come with Pluses and minuses that we try to define for the first time. Please give us feedback!
Read 10 tweets

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