All Energy Consulting (All means all. Oil & Gas & Power & Renew & Emissions & BTC - yrs of real experience in all areas). Advising high net worth individualsđŸ€˜

Joined December 2011
257 Photos and videos
More truth... Policy vs weather ...weather always wins: Mild Summer and Lower Loads in 2025 Cooler temperatures reduced demand: Summer 2025 brought some of the coolest temperatures in recent years across California. This led to lower electricity demand and reduced grid stress, with no grid emergency events or alerts. efiling.energy.ca.gov Actual peaks below forecasts: CAISO's summer peak hit just above 44,500 MW on August 21, 2025—roughly 2,200 MW lower than the forecasted average-year level. One report noted a peak of 44,434 MW on that date, below the CEC forecast of ~44,779 MW. caiso.com 1 Comparison to prior years: This was significantly lower than hotter summers (e.g., near-record peaks around 52,000 MW in 2022). Mild conditions meant less air conditioning load, easing pressure on the system despite growing renewables and storage. Let's not have policy be a function of weather whims. Power analysis needs to be weather normalized.

If only ratepayers paid wholesale prices this would mean something to the people of California. Here’s the truth

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Interesting point... @grok what is the percentage of people in US that plays golf, eat almonds, owns smart phone ... Which is used by more people golf courses, almonds, or data centers?
“California almonds use 4x-7x more water than all data centers in North America used combined in 2025.” Golf course owners:
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This is how they manage the control of our food system. The AG gag law makes it illegal to film what is happening at industrial farms. This has worked well to stop society understanding the inhumane treatment of our food system - so might as well try limiting ability to make fraud visible.
🚹 Exposing California's corrupt "Stop Nick Shirley Act", instead of going after the fraudsters California is now going after the people exposing the fraud. This bill AB 2624 will: - Criminalize journalists with misdemeanors, $10,000 fines, imprisonment, and content takedown - Let immigrant based NGOs' funding be confidential - Take away freedom of the press from journalists - Protect any "immigration support services" information from being public (healthcare, legal services, etc) This bill was created by the Attorney General's WIFE Mia Bonta to stop fraud from being exposed. Please like and share this video everywhere! By trying to silence and intimidate journalists, they are trying to hide the truth from you. EXPOSE ALL THE FRAUD.
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Weekly visibility into projects is available now. No need to wait to hear updates months later. Vulcan platform is the essential tool in understanding how the future will unfold.
~40% of US data center projects may be delayed due to labor, permitting, and power constraints. Leveraging data from SynMax, the @FT recently released an article highlighting the growing gap between AI investment and infrastructure delivery. Read the full article: hubs.li/Q04cBXF30
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The future... People will animate their pets and create stories 😂
If you think AI video can't be funny then explain this. đŸ˜č
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If Einstein says this I will say it too! Be curious - question everything!
"I have no special talent. I am only passionately curious." – Albert Einstein
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This is going to be an exciting webinar to put together. We're opening the doors to both clients and the public to discuss some critical shifts in the market. We'll provide a glimpse of the ground truth in the Middle East before coming back to the States to assess the data center and generation buildout. Ultimately, we'll show how all of these factors are converging to impact US natural gas demand.
Join us tomorrow — March 5 at 3 PM EST 2026 Summer Power Market Outlook | SynMax Vulcan Webinar As energy markets brace for another high-stakes summer, we're hosting a live discussion on the key risks, market dynamics, and infrastructure signals that will shape power prices in the months ahead. We'll also be sharing a brief update on our ongoing satellite-based assessment of energy infrastructure across the Middle East — including ground-truth imagery analysis following recent geopolitical events in the Gulf region. On the agenda: → Middle East energy infrastructure: what our imagery actually shows → 2026 summer power - Data Center Build Outlook & Power Generation Build Outlook → How Vulcan's AI-driven insights help you stay ahead of market moves If you trade power, track capacity, or need reliable ground truth on infrastructure status — this one's worth an hour of your time. Register here: bit.ly/3OPCzvt
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In the movie WarGames (1983), WOPR stands for War Operation Plan Response, a NORAD supercomputer that runs nuclear war simulations and is nicknamed “Joshua.”
“Leading AIs from OpenAI, Anthropic and Google opted to use nuclear weapons in simulated war games in 95 per cent of cases.” These are the models that are going to be given autonomous control over weapons systems.
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Why guess when you can know? Being able to track a diverse set of data center projects around the country on a weekly basis and obtaining unique construction dates from land clearing to first structure increases the precision of understanding when a data center will come online. This will beat out the traditional mechanism of reading press release and obtaining permits in understanding the outlook.
Vulcan: Intelligence at the speed of AI Our agentic AI analyst turns natural language into instant, visual dashboards. Case Study: 2026 U.S. data centers → Identifies projects at risk of missing startup → Filters out cancelled, on hold, and operating units View the live dashboard in the comments!📊
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Need more dog pics on X
We need more dog pics on Twitter.
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Amazing results but somewhat intuitive. If you can see from space the weekly progress or lack of progress you can forecast better. Why guess when you can know?
The Power of Precision: How Vulcan V2 Nailed the 2025 ERCOT and PJM Builds With the year-end EIA 860M data now released, we can evaluate how the EIA's projections compared to the Vulcan V2 forecast for 2025. The January 2025 report (published in late February) projected that 61 GW would come online over the year.
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It’s a good time to post this, given how many people are saying Bitcoin has zero value or is worthless. Comparing Bitcoin to tulips, Beanie Babies, or even gold is a poor analogy, since none of those offer the utility of the blockchain. As the video explains: “It lets you send and receive value to and from anyone in the world using nothing more than a computer and an internet connection. Why is that revolutionary? Because unlike every other tool for sending money online, it works without needing to trust a middleman.The absence of a corporation or intermediary means Bitcoin is the world’s first public digital payments infrastructure. And by public, I mean available to everyone and owned by no single entity. We already have public infrastructure for information, websites, and email — that’s the Internet. But the only public payments infrastructure we’ve had until now is physical cash, which only works for face-to-face transactions.”Please take the time to understand this before spreading false ideas about Bitcoin’s lack of value. Maybe it will go to zero (I don’t think so, but I’m wise enough to know I could be wrong). Still, if it ever does, it won’t be for the reasons most people claim. When forecasting the future, one must base predictions on understanding — otherwise, it’s just random luck.
The best explanation of #bitcoin on the internet.
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Another good speech to understand the utility/genius of the structure of Bitcoin. x.com/i/status/1894820980297


26 Feb 2025
Jack Mallers explains #Bitcoin in 30 minutes.
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Why guess when you can know? Why query and hire an IT team and jr analyst to get information compiled and presented when you can just ask an agent in natural language?
Three hours: Hyperion Agents live. Real market questions. Real data. No slides. hubs.li/Q0423_2X0
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Let's assume the math is correct AND let's assume that ONLY 20% of the money went to actual cause due to fraudulent to inefficient spending. This means all these years likely over 600k deaths were happening because of inefficient and fraudulent spending! Where is the dismay and shock of causing so much death because of poor spending? Why care now? Why not fix the spending efficiency? One can literally save 600k lives by dismantling/retrofitting the programs at 50% of the cost!
One analytical model shows that, as of November 5th, the dismantling of U.S.A.I.D. has already caused the deaths of 600,000 people, two-thirds of them children. newyorkermag.visitlink.me/jU

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Wow imagine how many lives have been harmed as a result of not sending money to actual programs designed to help society! x.com/i/status/2005653465352


29 Dec 2025
My lower bound guess for how much fraud there is nationally is ~20% of the Federal budget, which would mean $1.5 trillion per year. Probably much higher.
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Just look around you. Life tells you going to 100% is infinitely costly vs 80% - hence the 80/20 rule. There are always compromises in life as there are always pros and cons. A good resource plan takes into account cost, reliability, and the environment.
23 Dec 2025
Would agree. Aspiring to 80% renewable and battery penetration is far more realistic and cost sensitive than aspiring to 100%, which will take 200% of peak demand to achieve and cost an exorbitant amount of money. Nothing wrong with gas being safe, legal, and rare. #ONGT
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If this is true it actually simplifies the operation strategy to bring cost down. Focus on items that reduce wildfire and storm related issues. All other strategies are less important. Dividends likely need to be reduced somewhat along with many pet projects. The ship just needs some executive oversight but it's all fixable in regulated environment.
Replying to @MattZeitlin
Almost 30% of the PG&E bill is now wildfire or storm related. Since 2019, almost 40 billion of wildfire related costs have been added to rates and rate base for the big three CA IOU’s. Most of our affordability issues are wildfire related.
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This is why we have an Integrated Resource Plan (IRP). Solar and wind can work, they don’t have to be a scam if they’re planned appropriately. Many projects in the past were driven primarily by subsidies and lacked proper planning, but that doesn’t mean an IRP couldn’t produce a more optimized solution incorporating wind and solar. In deregulated markets (eg ERCOT), however, multiple players and layers complicate the development of a cohesive IRP, and subsidies can further distort outcomes. In these cases, the levelized cost of energy (LCOE) plays a less meaningful role in assessing the true cost to serve.
.@SecretaryWright has already debunked Lazard’s report and the myth of cheap wind and solar.
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Seems to be a simple fix - increase tax exemption for primary homes increasing tax burden on rentals.
The Starter Home is extinct. And it’s not because of BlackRock. If you listen to the ragebait, the story is simple: The system is rigged, hedge funds are buying every house, and you’ve been priced out by corporate greed. But the reality is more boring, and it's much harder to fix. In 1950, a home cost 3x your salary. Today, the median home costs 7x (or 11x in California). But we aren't buying the same product. Look at the chart below. In 1950, the "American Dream" was a 983-square-foot plywood box. It had two tiny bedrooms, one bathroom, and no air conditioning. It was shelter, not an asset. Today, the "entry-level" standard is over 2,700 square feet. We demand granite countertops, two-car garages, energy-efficient windows, and central air. We didn't just get poorer. Our definition of "minimum" got massive. What was a luxury earlier is a necessity now. Which is fine, but it brings up the uncomfortable question: Why can’t we just build the small ones again? Why is it so hard in most cities to build a simple, affordable 1950s-style home?
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