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/…
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/…
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.