Markets and Grids @RockyMtnInst | Views my own, and mostly not active here anymore; find me on LinkedIn instead | RIP #energytwitter 🪦

Joined April 2020
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Why does this summarize my entire life experience so accurately…
Pouring one out today for the people who got into climate change because they liked birds and 15 years later are arguing about FERC and permitting reform.
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Claire Wayner retweeted
Google promised it would pay for its transmission upgrades when it signed President Trump's Ratepayer Protection Pledge. It was an empty promise. AES Indiana ratepayers in Indianapolis are now being asked to pay for $73.8 million for upgrades to serve its Monrovia data center.
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so like ATB found enhanced geothermal prices dropped by a LOT from 2023 to 2024 👀
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Principles released from the PJM emergency auction announcement from PJM states & WH 👇 Exciting to see full implementation of Order 2023 shorter Ix study timelines there Tx cost allocation not mentioned - also essential to address to drive costs down media.licdn.com/dms/document…

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Feels like a huge missed opportunity for blue governors to potentially sign onto this without including a condition that Trump allow offshore wind farms to get built again... would be really nice to have that capacity in this upcoming auction, no? cnn.com/2026/01/16/business/…
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I just find it odd how nowhere in Hochul's new 8 GW of nuclear in NY plan is Indian Point mentioned. Like, anywhere. Is it just that much more expensive to retrofit and reopen?? rtoinsider.com/123337-new-yo…
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Claire Wayner retweeted
10 Oct 2025
Generation from coal, hydro & nuclear will stay roughly flat through the 2020s, which means all growth has to come from gas, solar & wind. Gas has very tight supply chains. Wind and solar are increasingly difficult to permit. I'm increasingly worried we're headed for the cliff.
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Claire Wayner retweeted
18 Sep 2025
Potentially big, wonky news from FERC: FERC finds that New England utilities must disclose more info abt maintenance and upgrade projects (aka "asset condition projects"). FERC's Order to come. These sorts of projects are driving up rates everywhere. Utilities will fight this.
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This is a sobering but classic misinformation story playing out in rural communities across the US. Despite the SIGNIFICANT economic benefits these installations would provide, fake news & NIMBYs drive project rejections. So sad to see. #energytwitter theguardian.com/environment/…
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Claire Wayner retweeted
What a pleasure to talk with @ClaireWayner about a sticky barrier to more transmission capacity –– a "regulatory gap" allowing utilities to prioritize small builds for big profits rather than build to meet regional capacity needs. See how we can solve it: vist.ly/3mzk27p
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I'm joining the wave 🌊 and am going to post progressively less and less on here. Come follow me on the Friendly Skies (same handle as my X profile) 🏃
Controlled experiment: which social site gets more engagement now? Two versions of the same post, here and on the Friendly Skies. Engagement Over There is now better for both posts (as measured in likes, reposts, quote posts)...
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#EnergyTwitter check out this new report from Grid Strategies @Wilson_Energy @RobGramlichDC @Ze_Rasko on an independent construction monitor to increase transparency into network upgrade construction to bring new gen online - a key gap in Ix processes! gridstrategiesllc.com/wp-con…

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check out my colleague's great reporting on how one coal plant's retirement in Minnesota has ushered in great economic opportunities for the surrounding communities!
In light of load growth concerns that are delaying coal retirements and leading to a new wave of gas plants, I wrote about how one coal plant in Minnesota was able to overcome these challenges and usher in a new clean energy boom: rmi.org/the-sherco-clean-rep…
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