Mike O'Boyle Profile picture
Director of Electricity Policy @energyinnovllc. Board member, @new_energy_econ. Build an 80% clean electricity system by 2030. #2030Report
Jul 22, 2022 17 tweets 6 min read
Need a reason to feel optimistic about U.S. energy after climate negotiations fell apart? Let's talk about U.S. offshore wind, and what's coming down the pike on BOTH coasts. A Thread! utilitydive.com/news/unleashin… /1 President Biden announced early in his presidency an offshore wind goal of 30 gigawatts by 2030 - an ambitious but achievable goal that more or less federal commitment to achieve current state targets. BOEM has been leasing like gangbusters since. /2 whitehouse.gov/briefing-room/… Image
Apr 18, 2022 15 tweets 6 min read
1/ You may have heard that @California_ISO hit 97% renewables on April 3rd. That is both true and not true: whether it affirms the possibility of a 100% carbon-free system is . . . complicated. A 🧵caiso.com/Documents/Cali… 2/ first, CAISO's math: CAISO's taking the daily renewable generation and dividing it by demand. You can roughly approximate this by taking 95% of RE gen (tx losses) and dividing by daily demand, yielding their number of 97%. A chart I made w the data: caiso.com/todaysoutlook/…
Apr 27, 2021 10 tweets 8 min read
1/ EXCLUSIVE White House backs 2030 milestone on path to net zero grid. But what you may have missed, is @Reuters also broke the release of new @EnergyInnovLLC @GoldmanSchool @gridlab research showing how we can do it. #2030Report. reuters.com/business/susta… 2/ First the #2030Report, a supplement to the 2035 Report, outlines a pathway to achieving an 80% clean grid by 2030 while rapidly electrifying transportation and buildings, with analysis from @GoldmanSchool @Nikit_Abhyankar @phadkeamol & Umed Paliwal. energyinnovation.org/publication/20…
Jun 26, 2019 9 tweets 6 min read
Recent @bradplumer article for @nytimes asks - will utilities replace #coal with #naturalgas or #renewableenergy? Utilities are diverging along those paths, but the math for renewable and storage economics is more compelling than many understand. A thread: 1/ If you concede that natgas or some "firm" capacity is for balancing and to meet peak, it's fair as a rule of thumb to say solar plus storage replaces that service until we get to much higher penetrations of renewables. We can rely for now on 450 GW of existing gas.