I grew up on a dairy farm in WI. Co-Founder at Always On Energy Research. Geology enthusiast. Tweets and typos are my own.
Joined September 2014
- Tweets 17,092
- Following 3,691
- Followers 5,087
- Likes 35,931
1,577 Photos and videos
Pinned Tweet
9 Jul 2025
Unreliable energy advocates claim solar panels and battery storage are now able to deliver "baseload" power at a lower cost than coal or nuclear.
But we ran the numbers in ERCOT, and solar and storage aren't low cost, they are the most expensive energy out there.
A thread:
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Isaac Orr retweeted
Jun 11
Once you make those projects pay for the transmission they cause suddenly they aren't so cheap anymore. That's why everyone cries about connect and manage
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Isaac Orr retweeted
Jun 10
Virginia is voluntarily joining a greenhouse gas reduction network that will drive up energy costs.
People will blame data centers. They’ll be lying, but they’ll do it.
Dominion's new filing to recover RGGI costs indicates that it will cost the typical residential consumer an additional $13 per month ($156 per year). Filing linked below. Business and industrial customers will see increased bills as well.
scc.virginia.gov/docketsearc…
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Isaac Orr retweeted
Jun 9
There's now some disagreement among utilities on whether big capital assets should be rolled into rate base and socialized across rate classes versus being directly assigned to large users who cause them. With the latter view, a @firstenergycorp white paper -->
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Jun 11
This tweet should have way more likes
Hyperscaler Energy/Dev Lead
- Drives pickup truck/SUV/American muscle
- Technical background
- Resume not updated since college
- Speaks to CEO once a week
- Lives in Texas or there once a month, grabs beer with ERCOT engineers
- Turns up at conference panel in a t-shirt, no prepared comments but knocks it out of the park
- Closed a $60B deal last week and then went to the ball game with family
- Inactive X account, no bio
- Did not know the company has a policy lead
Hyperscaler Policy/Sustainability Lead
- Drives a Toyota Prius or Tesla with a "I bought this before Elon went crazy" sticker
- Multiple Ivy League Degrees in the Humanities, straight As throughout
- Resume updated last week with new FERC citation of their work
- Retweets CEO on X, hoping to be followed back
- Turns up at conference panel in perfect suit, carefully prepared talking points
- Frequently quoted by Latitude Media, interviewed on very important energy podcasts
- Active X account with full length bio listing all their degrees/awards
- Unable to get a meeting with dev lead
Based on my personal experience, YMMV
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Jun 11
Some would call it gold plating, but they should call it green plating.
Jun 10
Why would you add miles of transmission line without load growth? Some would call that gold plating. But now that datacenters are coming in these miles are increasing yet people aren't happy with that either.
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Jun 10
Lmao. God bless dev leads
Hyperscaler Energy/Dev Lead
- Drives pickup truck/SUV/American muscle
- Technical background
- Resume not updated since college
- Speaks to CEO once a week
- Lives in Texas or there once a month, grabs beer with ERCOT engineers
- Turns up at conference panel in a t-shirt, no prepared comments but knocks it out of the park
- Closed a $60B deal last week and then went to the ball game with family
- Inactive X account, no bio
- Did not know the company has a policy lead
Hyperscaler Policy/Sustainability Lead
- Drives a Toyota Prius or Tesla with a "I bought this before Elon went crazy" sticker
- Multiple Ivy League Degrees in the Humanities, straight As throughout
- Resume updated last week with new FERC citation of their work
- Retweets CEO on X, hoping to be followed back
- Turns up at conference panel in perfect suit, carefully prepared talking points
- Frequently quoted by Latitude Media, interviewed on very important energy podcasts
- Active X account with full length bio listing all their degrees/awards
- Unable to get a meeting with dev lead
Based on my personal experience, YMMV
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Jun 9
And they are walking right into it.
Jun 8
I really think running on electricity affordability is a trap.
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Jun 9
Hell yeah
Jun 9
Yup this is right framing 👍
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Isaac Orr retweeted
Jun 8
Which states added the most data center capacity in the past year
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Isaac Orr retweeted
i think we're seeing the breaking down of the "affordability as climate" skinsuit gambit that a lot of climate groups tried to run after november, 2024 eenews.net/articles/ready-to…
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Isaac Orr retweeted
Jun 2
Following their first Keystone XL win, anti-pipeline activists killed a Kinder-Morgan gas line in MA resulting in predictable consequences -- more pollution from burning oil, higher energy prices, and now political headwinds for Democrats.
i think we're seeing the breaking down of the "affordability as climate" skinsuit gambit that a lot of climate groups tried to run after november, 2024 eenews.net/articles/ready-to…
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Isaac Orr retweeted
Jun 2
Democratic political operatives:
Don't blame our climate policies for driving up your energy costs. We care about affordability now.
Environmentalists:
Of course our climate policies are driving up your energy costs. That's how it's supposed to work!
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Isaac Orr retweeted
I saw it. Now you have to see it. His name is Samuel. And he…is a king.
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Isaac Orr retweeted
Jun 1
If states like Colorado insist on factoring a social cost of carbon into utility proceedings, then they must also include the costs of grid failure. @AlwaysOnEnergy calls this the Social Cost of Blackouts. B/C THE existential threat is a lack of power. aoenergy.org/work/introducin…
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Isaac Orr retweeted
The Solar Energy Industries Association announced that Tim Pawlenty will serve as its next CEO. He’s the latest recruit in an industry push to buy credibility as Republican support for solar power collapses, write @TheFrackingGuy and @SarahMontalban0
on.wsj.com/4tZtU8E
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Isaac Orr retweeted
New Jersey, Pennsylvania, and Minnesota makes three.
May 27
The Minnesota Public Utilities Commission approved a framework for establishing how large energy users, including data centers, will pay for the costs they place on Minnesota’s electric system. “Minnesota is preparing for a future with growing electricity demand, and we have...
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May 28
Check out our latest
Republicans shill for solar subsidies. Former Minnesota Gov. Tim Pawlenty was against them in 2012. Now he’ll head the industry association, write @TheFrackingGuy and @SarahMontalban0
on.wsj.com/4uLFw07
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May 26
In 2018, @xcelenergy became the first utility to announce it's 100 percent carbon free by 2050 plan.
Now, its New Mexico subsidiary is asking regulators for an exemption for new gas capacity from the state's carbon free electricity by 2045 mandates.
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May 26
Xcle "also asked the commission to explicitly classify 363 MW of gas-fired generation at the Gaines County facility as "zero-carbon," based on its ability to reduce methane emissions from oil and gas production."
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