Building a Resilient Energy Mix Against Over-Reliance on Single Sources of Supply
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

Let’s explore the complexity associated with keeping the lights, using New England as an example. The region is a bit of an outlier because of its proverbial end-of-the-pipeline location. Most days, its two pipelines are sufficient to heat homes and generate power. But late January to early February was unusually cold and there was not enough gas for both.

We’ll look at both energy and capacity issues. Capacity is the instantaneous amount of electricity produced or consumed. Energy is a function of capacity times the duration.

The hottest and coldest days are the ones in which we stress the grid the most – because of heating and cooling demands.

Annual grid peaks typically occur in summer, around 5:00 or 6:00 PM. So grids need enough generation to meet the peak demand, plus a back-up reserve margin, in case we lose a big power plant or transmission line.

Until recently, ISO-NE only paid attention to summer peaks, when the system maxed out. But recently, it began to shift its attention to the winter as well. First, because new loads, especially EVs and heat pumps, have higher winter demand. Second, there’s not enough gas to go around.

Fortunately, from a reliability perspective, the region’s dual fuel turbines can burn fuel oil or kerosene, and even jet fuel. So the focus shifts to energy, because the amount of stored liquid fuels is limited, though it can be replenished – especially if weather cooperates. During the frigid cold snap in 2017/2018, New England started with 5 million barrels of oil and ended with only one, in one case burning a million gallons in a single day.

During the extreme cold this January, fuel oil was the leading source of generation for several days, constituting over one-third of operating generation.

One new resource just commissioned was the 1200 MW New England Clean Energy Connect (NECEC) transmission line, bringing hydropower from Quebec to Massachusetts with a contract for an annual 9,555,000 MWh. The NECEC line was expected to help address winter capacity and energy issues.

But last week, no power was flowing into New England over that line on the coldest days. On the frigid Sunday before the storm, power flowed for only a single hour, with the line operating at about half its capacity. The following day, at around 6:00 in the evening, electricity started flowing again at about 25% - this despite penalties for non-delivery.

However, the contract does provide a measure of relief to those oil supplies in the long run. Today, January 3rd, the temps are in the mid-20s. The region continues to burn oil, at 23%.

But net imports right now, including the HQ NECEC contract, make up 16%.

That electricity represents expensive oil inventories we are not burning. Offshore wind – Vineyard Wind has helped as well.

So does rooftop solar, cutting demand by up to roughly 3,500 MW for a good chunk of the day – that’s also largely fuel oil we don’t have to burn. Which matters, since the forecast for the weekend is for wind chills dropping into the negative teens on Sunday night.

It’s clear over-reliance on a single source of supply is a risky strategy, and an all-of-the-above approach helps keep the lights on during those coldest of days.

Peter Kelly-Detwiler
A 15-year guarantee? Inside the "Emergency" Capacity Auction
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

Three different federal judges overruled the Trump administration offshore wind stop work orders, allowing work to resume. The government failed to demonstrate a national security risk so urgent that construction must cease. PJM filed an amicus brief in support of the project, saying delays could “cause irreparable harm to the 67 million Americans served by PJM…” It noted “national security benefits in the form of a stronger and more reliable electric grid.”

The Administration and a bipartisan group of governors held a meeting and called on PJM to schedule a one-time emergency capacity auction to dedicate supply resources for 15 years for data center loads. Data company officials and PJM were not invited. 

This approach creates two auction structures and risk starving the existing structure, especially if the 2nd auction is more lucrative. 

Two features may be useful, though: 1) a  focus on new marginal supply resources; and 2) a longer term for fixed capacity prices so investors can better assess profitability. 

The Federal Energy Regulatory Commission will need to bless this proposal, and in the interim, this issue will remain highly political.  

Peter Kelly-Detwiler
Why Meta, Google, and Amazon are Betting Billions on Nuclear
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

Another federal judge lifted a stop work order on a New England offshore wind project; a Virginia project seeks the same treatment.

Today, though, we’ll focus on prospects for fusion and fission.

In mid-December fusion company TAE announced a merger with the Trump Media Group, and said it will site and begin construction on a 50 MW fusion plant this year. TAE’s website targets the early 2030s for commercial fusion plants, and it just began site selection for a site of over 20 acres.

But a better fusion bet may be Commonwealth Fusion, with critical progress including manufacture of the first magnet needed for the magnetic bottle holding the fusion reaction – at temps of 180 million degrees F – hotter than the core of the sun.

Commonwealth is building a demonstration plant in Massachusetts while partnering with Nvidia and Siemens to develop digital representations of its machine to accelerate progress.

It also has two buyers. Google’s taking 200 MW from the first plant in Virginia. Italian energy company Eni is also buying output, in a deal worth over $1 billion.

In fission, Meta just announced deals with Generation 4 mini nuclear companies, Oklo and TerraPower. Gen 4 nuclear plants are designed to be smaller, fuel-efficient, fail-safe, using fuel from which it is harder to make nuclear weapons.

Meta’s deal will site a plant in Chicago - the first of up to 1,200 MW worth, with an online date as early as 2030.

Meta’s deal with Bill Gates-backed TerraPower specifies up to eight reactors, paired with energy storage systems. The first two reactors may start as early as 2032, eventually scaling to 2,600 MW of nuclear and 1,200 MW of storage.

Other hyperscalers are also active. Last year, Google, Kairos, and the Tennessee Valley Authority announced a 50 MW power purchase agreement between Kairos Power and TVA, to support Google data centers. Kairos and Google have a separate agreement for 500 MW of nuclear capacity by 2035.

Meanwhile, Amazon and X-energy announced a relationship with Korea Hydro & Nuclear Power, and Doosan Enerbility to accelerate the deployment X-energy’s reactors in the U.S., with a target of 5,000 MW across the country by 2039. Amazon already has its first sites, signing a deal with state public utility group Energy Northwest, four small reactors totaling 320 MW, and an option to grow to 960 MW.

There are other small nuclear companies such as NuScale and Holtec, but all face similar challenges.

They must: get designs approved by the Nuclear Regulatory Commission; build and trial first reactors; construct their factories; and fill order books to achieve scale and cut costs.

A new workforce must also be developed, and NIMBY issues overcome. If solar and wind face local pushback, small nuclear plants will see even more.

But the cost issue will be critical, and NuScale serves as a cautionary example. Its original deal with the Utah Association of Municipal Power Systems was for $58/MWh. Post-COVID, that number soared to $89, and potential buyers exited.

The future of the fusion and fission industries will depend both on what they can achieve, as well as the health of competing technologies in the market. They may survive and thrive or be relegated to a small niche in the power game of tomorrow.


Peter Kelly-Detwiler
2025: The Year Offshore Wind Faced the Storm
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

Offshore wind was targeted by the Trump Administration in 2025, with multiple rationales offered to cripple the industry.

On January 20th 2025, President Trump issued an executive memorandum to suspend issuance of any approvals required to develop and operate wind energy projects, pending wide-ranging federal assessment.

Seventeen states and DC filed suit, and won, with a Circuit Court judge ruling the executive order was “arbitrary and capricious.”

The Department of Interior also went after Orsted’s Revolution Wind project with a stop work order in August 2025, citing unclear national security concerns, though DOI Secretary Burgum cited underwater drones, that could be launched in a swarm attack through a wind farm without detection. A federal judge rejected that order.

In December, the DOI issued new stop work orders impacting five major East Coast offshore wind farms, again citing national security risks.

As a result, Massachusetts – on December 30th – again delayed finalizing offtake contracts for two projects totaling 2,078 MW of capacity.

Last week, the 700 MW Revolution Wind project off Rhode Island and the 810 MW Empire Wind 1 project off New York went to court requesting an injunction against the stop work order.

Revolution Wind argued that it had undergone extensive reviews with federal agencies and agreed to a mitigation plan addressing any national security risks.

Empire Wind also argued that the terms of its lease specify that advance notice “will normally be given before requiring a suspension or evacuation.”

That’s what’s really at stake here. This precedent allows future presidents to take similar actions against other investments they don’t like. Some oil co execs say this type of zigzag is “detrimental to business” because one cannot make long term plans.

Peter Kelly-Detwiler
The PJM Grid Crisis: How AI & Data Centers Are Spiking Energy Prices
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

While the tech world focuses on the latest software updates, a massive, invisible crisis is unfolding in the energy sector. Currently, the PJM Interconnect—the grid operator covering 13 states including Ohio and Virginia—is holding a critical auction to secure power capacity for 2027. While these auctions are usually "arcane" and ignored by the general public, this one is different due to a perfect storm of stagnant supply and exploding demand.

Here is how the AI boom is physically reshaping the energy market.

The Catalyst: The AI Boom

The energy landscape shifted dramatically in November 2022 with the launch of OpenAI’s ChatGPT. This "AI butterfly" effect sparked a massive demand for energy-hungry chips from manufacturers like Nvidia, causing data center loads to soar, particularly in key PJM states like Ohio and Virginia.

Demand forecasts that had been flat for a decade suddenly ramped up, adding 30 gigawatts to the projection. However, PJM’s supply side—the actual power generation—could not keep pace due to "interminable interconnection queues" and a lack of new construction.

The Supply Crunch and Price Shock

Compounding the demand issue was "Winter Storm Elliot" in late 2022. During the storm, nearly 40 gigawatts of gas-fired generation failed to perform, forcing PJM to "derate" (lower the capacity rating of) existing assets.

The economic result was brutal: A supply curve that barely budged met a demand curve shifting rapidly to the right.

Historical Average: Capacity prices averaged roughly $37.68 per megawatt-day over three years.

The Spike: For the 2025/2026 delivery year, prices skyrocketed to $269.92.

The New Normal: Despite a price cap negotiated by Pennsylvania Governor Josh Shapiro to protect consumers, the clearing price for 2026/2027 hit $329.17.

A Broken Market Signal?

In a functional market, high prices signal producers to create more supply—like bakers baking more bread when the price of flour rises. However, electricity generation faces a unique hurdle: time. High prices today cannot instantly conjure new power plants because of complex supply chains and regulatory delays.

Consequently, the "elastic response" of the market is broken. We are seeing massive inflation—data center load alone has added $16.6 billion to costs over the last two auctions—without the necessary corresponding increase in power generation.

What Comes Next?

The situation has become a "political hot potato," with state governors expressing a lack of confidence in PJM’s leadership. While the Department of Energy is attempting to step in with a "one size fits all" approach to interconnection, states are pushing back against federal overreach.

As the current auction concludes, stakeholders are bracing for the results to be released on December 17th. With the pressure from data centers reaching a "boiling point," these results may physically and financially test the grid in unprecedented ways

Peter Kelly-Detwiler
The Data Center Power Crisis Is Here: Why Grid Limits Could Reshape AI Infrastructure
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

AI infrastructure provider Crusoe and modular nuclear company Blue Energy announced a new partnership focused on developing and operating a 1.5 GW nuclear-powered data center campus. 

With modular nuclear, there are still numerous hurdles to overcome. 

But assuming that works, Crusoe and Blue Energy will power the data facilities in the interim with on-site gas generation. They cal it the world’s first gas-to-nuclear conversion, with the transition to nuclear by 2031.

Most data centers are still trying to connect to the grid, but competitions is fierce, and the process is messy.

An unnamed developer there is no one size fits all process, and some utilities are remarkably ill-prepared.

The October 23 letter from Secretary of Energy Chris Wright to the FERC addresses this, directing FERC to develop an interconnection rulemaking for data centers. 

But why not skip the grid and go with on-site co-located power for the long run? Because generation plants break down on occasion, and eventually need to go out for maintenance. 

Data facilities not tied to the grid may have to carry considerable excess capacity. A 200 MW data center in Ohio needs 30 machines, totaling 320 MW address those issues.

For those trying to connect to the grid, transmissions takes forerver to build, in some cases over 15 years (Space’s rocket went from design to orbit in less than 6)

Texas is planning a huge new investment in transmission, but it will still fall shoert of what may be needed.  

But today’s inefficient grid - operating at a roughly 53% load factor – is an opportunity IF we can build more flexibility into the data centers and the overall system. One study suggests that with flexibility, one could interconnect 10’s of thousands of additional MWs. 

Chipmaker NVidia is working with software vendor Emerald AI on flexible data centers, perhaps cutting loads by 25% when needed..

Or data companies could bring their own generation, so grid operators can disconnect them from the grid when necessary. 

Data centers might also be able to buy capacity from somebody else, an approach DR provider Voltus and others are pursuing. 

Peter Kelly-Detwiler
Energy Update | Week 5 – Oct 2025: Nuclear Revival, Offshore Wind Setbacks & AI Grid Innovation
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) Solar Edge Technologies says it has enrolled over 500 MWh of residential battery storage into Virtual Power Plant programs across 16 U.S. states and Puerto Rico. 

2.) U.S Secretary of Energy Chris Wright directs the Federal Energy Regulatory Commission to initiate a rulemaking to “rapidly accelerate” the interconnection of large loads – over 20 MW - to the grid. 

3.) Shell New Energies US voluntarily withdraws from 5000+MW Atlantic Shores Offshore Wind, LLC off the coast of New Jersey and assigns 50% interests to JV partner, EDF-RE.

4.) Ford indefinitely pauses production of F150 Lightning electric truck after fire at aluminum supplier’s factory.

5.) Leading AI chip manufacturer Nvidia deploys software from Emerald AI at new data center in Virginia, assisting the facility to use electricity in a more flexible manner. Initial test demonstrates AI power consumption could be cut by 25% over a three-hour period.

6.) Glassmaker Corning’s Michigan silicon ingot and wafer factory is now online and will soon produce over 1 million wafers daily. Corning says 80% of polysilicon and wafer capacity already claimed over the next five years.

7.) President Trump announces major projects advancing Japan’s previously announced $550 billion investment commitment to strengthen the U.S. industrial base. Up to $332 bn will support critical energy infrastructure, including the construction of AP1000 and small modular reactors (SMRs), in partnership with Westinghouse; and construction of SMRs in collaboration with GE Vernova and Hitachi.

8.) The U.S. signs deal with Brookfield Asset Management and CAMECO - owners of Westinghouse - to develop at least $80 billion in nuclear reactors.

9.) Energy measurement platform WattCarbon launches program incentivizing large users to buy capacity from VPPs including numerous distributed energy resources. Watt Carbon to amount of flexibility and extra capacity VPPS add to the grid.

10) Form Energy begins deploying first commercial 100-hour batteries at Great River Energy’s 1.5 MMW, 1,500 MWh project in Minnesota. 

Peter Kelly-Detwiler
Energy Update | Week 4 – Oct 2025: Santee Cooper Nuclear Revival, UAE Solar Mega-Project & CATL Battery Boom
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World explores the transformation of global power, sustainability, and innovation. Listen to the podcast on:

1.) South Carolina’s government-run power company Santee Cooper selects Canadian private equity firm Brookfield as its partner in resuming construction of the abandoned 2,300 MW V.C. Summer nuclear plant.

2.) The United Arab Emirates starts construction on $6 bn 5.2GW solar PV plant in tandem with a 19 gigawatt-hour battery storage system to provide 1GW of continuous baseload renewable power at competitive rates.

3.) The Mobility House and Itron announce initiative in New York State to accelerate fleet electrification, using flexible service connections taking distribution system capacity into account. This will be done by managing charging capacity limits at specific times, based on system limitations. Phase 1 will involve five school bus five chargers on Staten Island. Phase 2 will activate ten chargers a designated second site elsewhere in New York State.

4.) Battery recycling and cathode production company Redwood Materials raises $350 million for company’s energy storage business, and growing its refining and materials production capacity. Redwood recovers over 70% of all used or discarded EV battery packs in North America.

5.) Global Chinese battery market leader CATL has deployed 700 battery replacement stations in 39 cities across China. In those cities, drivers can access a swap station within a ten-minute drive and exchange their batteries in under 100 seconds.

6.) China’s Mingyang Smart Energy rolls out plans for a twin-headed 50 MW floating offshore wind turbine, supported with a V-shaped tower boasting twin 290-metre rotors.

7.) Joint venture BP and JERA joint venture cancels 2,430 MW Beacon Wind project off the coast of Massachusetts, laying off all staff team members. 

Peter Kelly-Detwiler
Energy Update | Week 3 – Oct 2025: NY Grid Strains, U.S. Fusion Plan & Amazon’s Nuclear Move
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) New York is joining other ISOs in facing new grid reliability challenges. Its just-released draft Reliability Plan comments that “New York’s electric system faces an era of profound reliability challenges as resource retirements accelerate, economic development drives demand growth, and project delays undermine confidence in future supply. “ The Plan also noted that one-quarter of New York’s generating capacity is fossil-fuel-based and over 50 years old. At greatest risk is the New York City area, which is awaiting completion of the 1,250 MW Champlain Hudson transmission line, as well as the 816 MW Empire Wind offshore project, which was temporarily derailed by the Trump Administration’s stop work order this past summer.

2.) The U.S. Department of Energy unveiled its Fusion Science & Technology (FS&T) Roadmap meant to help accelerate the U.S.  fusion industry toward maturity. The goal is to leveraging investments from both the public and private sectors and address critical science, materials and technology gaps, such as the breeding and handling of fusion fuels. The Roadmap identifies actions and timelines through the mid-2030s, specifying goals for the near-term (next 2-3 years), mid-term (3-5 years) and long-term (5-10 years). The report also notes that to date, the U.S. private sector has invested over $9B.

3.) The feds have been busy. The Department of Energy’s (DOE) Loan Programs Office (LPO) closed a $1.6 bn loan guarantee with a subsidiary of American Electric Power (AEP) to reconductor and rebuild around 5,000 miles of transmission lines across Indiana, Michigan, Ohio, Oklahoma, and West Virginia. The goal is to strengthen grid reliability across the midwestern U.S.  This is the first loan guarantee to be closed under the Trump administration’s Energy Dominance Financing (EDF) Program created by the OBBA.

4.) Perhaps more noteworthy than the loan itself is the fact that it will support reconductoring, which is the process of stringing new and more efficient lines across the same tower infrastructure and right of way. AEP is a leader in this space, with multiple applications over the past decade, predominantly bringing more capacity into existing load pockets where rights of way are limited. The Electric Power Research Institute notes that in previous projects, AEP’s new configuration provided a 75% increase in line capacity.

5.) Small modular nuclear reactors – also known as SMRs - are beginning to look a little more real, with Amazon announcing that it’s working with Energy Northwest and nuclear start-up X-energy to develop an advanced nuclear plant in Washington state called the Cascade Advanced Energy Facility. The plan is to develop the project in phases, with construction of an initial four 80 MW Xe-100 plants starting be the end of the decade, eventually expanding to 12 units totaling 960 MW. Commissioning of the first generators is anticipated “in the 2030s,” which leaves a bit of wiggle room.

6.) Chinese electric vehicle manufacturer Nio has set a new national – and thus global - record for EV battery swaps with over 145,000 swaps in a single day on October 1st.  During the past month, Nio has averaged 95,450 daily swaps with the total cumulative number at just under 88 million. Nio currently operates 3,520 swap stations in China and 61 in Europe. This year, Nio has opened 525 new stations.

7.) Bloomberg reports that solar thermal energy start-up Rondo Energy has started up the largest solar industrial heat battery to date. Rondo is using a 20 MW solar PV array to supply electricity to a 100 MWh thermal battery that heats up clay bricks to store energy. That heat is then used to boil water and create steam. In a somewhat ironic carbon twist, the first customer is Homes Western Oil Corporation which is using the tech’s steam for its enhanced oil recovery operation in Kern County, California. But Rondo sees the bigger picture, which is the industrial sector’s need for high heat in numerous thermal applications such as cement manufacturing. Rondo’s also joining forces with Portugal’s EDP for 2,000 MW of heat batteries in Europe.

Peter Kelly-Detwiler
Offshore Wind vs Trump; Fusion Grants, V2G & Solid-State
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) The Trump administration requests that a federal judge rescind the 2024 approval of U.S. Wind’s Maryland 2,200 MW offshore wind farm.

2.) Bloomberg reports Northeastern governors are looking at possible quid pro quos with the Trump administration to keep development of multi-billion dollar offshore wind farms on track, with possible concessions including support of small modular nuclear reactor projects and fossil-fuel infrastructure that they have previously opposed.

3.) Chicago utility ComEd kicks off vehicle-to-grid (V2G) electric school bus charging pilot with three Illinois school districts.

4.) The U.S. Department of Energy will deliver $134 million in grant funding for two programs designed to support emerging fusion technologies.

5.) Plus Power cuts ribbon 150 MW / 300 MWh energy storage facility in southeastern Massachusetts, the largest standalone battery system in ISO-NE. 

6.) A unanimous settlement agreement in Kansas sets new tariff model for data center load with 17-year contracts specifying take-or-pay provisions for 80% of expected capacity. Buyers will also post collateral equal to two years of minimum bills, and pay an interim capacity charge above regular rate if new generation.

7.) At Volkswagen Group press conference, QuantumScape and PowerCo announce world’s first live demonstration of an EV powered by a solid state lithium battery, with a Ducati V21L race motorcycle boasting QuantumScape’s QSE-5 cells.

Peter Kelly-Detwiler
California's Distributed Battery Network Shows Its Power in Recent Test
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) Ford announces it will sell a new electric pick-up truck for $30,000, using an entirely new construction approach. It will also be engineered to power a home for up to six days in a power outage. AND have a “lower cost of ownership over five years than a three-year-old used Tesla Model Y.”

2.) Matson, the shipping company that delivers most of Hawaii’s has ceased shipping EVs and plug-in hybrids to the state, citing the risk of battery fires.

3.) Tesla scores 3,022 MW/12,088 MWh Megapack battery storage order - at $2.7 bn – from Georgia Power.

4.) On July 29, at 7:00pm, thousands of Tesla Powerwalls and Sunrun home batteries discharged 535 MW of power for two hours into into California’s grid.

5.) NextEra Energy recent files request with FERC to reclaim interconnection rights originally transferred from Iowa’s shuttered 615 MW Duane Arnold nuclear power plant to a solar facility, as it looking to accelerate recommissioning of the plant.

6.) New York State plans to keep its upstate nuclear plants operating for two more decades, extending the Zero Emission Credit subsidy program for Constellation Energy’s four nuclear reactors past planned end date of 2029 for another 20 years. Estimates of associated costs range from $15bn to $30 bn.

7.) The municipal utility in the Village of Monroeville, Ohio to host 6-MW floating solar array, one of the largest floating solar installations in the state and the country, with commissioning by 2026.

Peter Kelly-Detwiler
US Energy Market Faces Data Center Boom, Fusion Breakthroughs & Offshore Wind Rollbacks
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) American Electric Power anticipates its utilities will add 24 GW of new demand by 2030  — with 18 GW of that represented data centers. 13 GW is in ERCOT market – with 5 of that crypto load, 9 GW in PJM and about 2.5 GW in SPP. PJM load includes 3.7 GW in Ohio and about 3.1 GW of data centers in Indiana Michigan Power’s (IMP) service territory.

2.) Google agrees with two utilities – IMP and Tennessee Power Authority – to dial back power consumption when needed during periods of high load on the grid.

3.) DTE is in “advanced discussions” with data center hyperscalers for 3+ GW of data load that has access to land, while also discussing an additional 4 GW of potential load working to finalize control of real estate.

4.) A recent Department of Energy order requiring Consumers Energy’s Michigan coal plant to continue running beyond its scheduled its retirement date cost the utility $29 million over just five weeks, according to a recent SEC filing.

5.) Fusion start-up Helion commences work on an initial fusion generation plant in Washington state. The company’s goal is to deliver power by 2028, well ahead of any competitors.

6.) The Trump Administration’s Bureau of Ocean Energy Management is rescinding all offshore designated wind energy areas citing DOE order

Ending Preferential Treatment for Unreliable, Foreign Controlled Energy Sources in Department Decision-Making” – and the Presidential Memorandum of January 20, 2025 – Temporary Withdrawal of All Areas on the OCS from Offshore Wind Leasing and Review of the Federal Government’s Leasing and Permitting Practices for Wind Projects.

7.) The move affects over 3.5 million acres of unleased federal waters in the Gulf of Mexico, off of Maine, the New York Bight, California, Oregon, and the Central Atlantic.

8.) Sodium ion battery start-up Peak Power ships first salt-based battery system, at 3.5 MWh to be used in a shared pilot project with nine utilities and independent power producers. Peak is currently building its first U.S. cell factory, and expects to begin producing batteries by next year.

Peter Kelly-Detwiler
PJM Capacity Auction Results As Bad As Feared, Portending a Grim Future For Customers
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) Oregon politicians passes two bipartisan bills to enable “microgrids” within the larger electric grid. One bill directs the Oregon PUC to develop a regulatory structure to enable both private and community-owned microgrids and allow municipalities to set up designated “microgrid zones.” The second bill would permit utilities or consultants to evaluate microgrid interconnection requests for connections to the larger power system.

2.) Some low and moderate-income native Hawaiians in Oahu will soon have the opportunity to access microgrids integrating carport-mounted solar and batteries. A two-carport configuration will combine 9 kW of solar, a 40-kWh battery and an electric vehicle (EV) charger in a package called Utility Lite for a fixed monthly fee of $300 for 25 years.

3.) China begins building $167 billion 70,000 MW hydropower complex in Tibet.

4.) A JV involving BMW, Honda, Ford, and Nissan called ChargeScape announces a partnership with PSEG Long Island to sign up 6,200 EV drivers in Peak Load Reduction managed charging program.

5.) EV manufacturer Nio says it has performed a total of 80 million battery swaps in China. It took 110 days to jump from 70 to 80 million.

6.) Google inks long-duration storage contract with Italian company Energy Dome, while also making a strategic investment in the company. The deal with Google is intended to promote development of multiple projects in North America, Europe and the Asia-Pacific, and the companies indicated they had a pipeline of site and projects in development and contracting stages.

7.) GE Vernova and Crusoe sign agreement for 29 of GE Vernova’s 35 MW aeroderivative gas turbine packages to power 1,000 MW of Crusoe AI data centers. The announcement did not specific a delivery date.

8.) Merchant company Talen will buy two natural gas combined cycle plants in PJM’s grid – one in Ohio and one in Pennsylvania from Caithness Energy – for $3.5 billion. The combined nameplate capacity is just over 1,900 MW.

9.) PJM Base Residual Capacity Auction sees prices pegged out at ceiling price of $329.17. Total estimated cost to load is $16.1, up from $14.7 billion the prior year, and from $2.2 billion in the 2024/25 delivery year. The next auction – for the 2027/28 delivery year – will take place in December. 

Peter Kelly-Detwiler
$20 Billion Energy Shockwave: Nuclear Revival, AI Grids & EV Takeover!
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) Santee Cooper, South Carolina's state-owned utility releases RFI seeking parties interested in completing two unfinished nuclear units totaling 2,200 MW and selects “fewer than five” of 14 applicants.  Construction of the two units was cancelled in 2017 due to cost overruns and the bankruptcy of Westinghouse, the primary contractor.

2.) Constellation Energy CEO says it plans to develop an upstate New York nuclear project.

3.) Invenergy - developer of the $11 billion, 4,000 MW Grain Belt Express transmission project - sends letter to the Department of Energy requesting it to proceed with a 2024 $4.9 billion conditional loan guarantee issued during the Biden administration, after Missouri Sen. Josh Hawley said he had "secured a pledge" from DOE secretary Chris Wright to halt the project.

4.) South Texas Electric Cooperative issues request for proposals for up to 500 megawatts of firm, dispatchable capacity and energy for terms from 20-30 years in the ERCOT region. Projects must be currently operating or expected to be commissioned by December 1, 2028.

5.) Google will spend over $3 billion for power from two of Brookfield Asset Management’s hydroelectric plants, totaling 670 MW of capacity.  The contracts are the first in a larger agreement that may include up to 3,000 MW in PJM and MISO.

6.) California grid operator CAISO plans to use AI to manage outages with a pilot program utilizing OATI’s software called Genie.

7.) The Southwest Power Pool looks to cut interconnection study timelines for large loads to 90 days if end users promise to cut demand or use back-up generation to help the grid during periods of stress.

8.) Nine governors from states in PJM region pen letter to the grid operator stating their concerns about electricity costs and reliability, stating PJM “faces an unprecedented crisis of confidence from market participants, consumers, and the states” and called upon the grid operator to make changes, commenting, “fundamental changes, and new leadership, are needed to restore confidence in PJM’s ability to meet the many challenges of this moment.”

9.) Chinese company Envision Energy has officially cuts the ribbon on a 500MW, 320,000 ton-per-year, first phase of its planned 2.5GW green hydrogen and ammonia plant to be supplied entirely from off-grid renewables.

10.) Uber to invest $300 million in U.S. electric vehicle manufacturer Lucid, and purchase at least 20,000 autonomous vehicles equipped with self-driving technology from autonomous vehicle software company Nuro. Uber will also make a multi-hundred-million dollar"  investment in Nuro.

Peter Kelly-Detwiler
U.S. Reverses Climate Bill, China’s Solar Surge & 7-Year Turbine Backlog
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) The biggest energy story of the week, and the year, is the passage into law of the so-called One Big Beautiful Bill that essentially reverses much of the renewable energy and industrial policy enshrined in the Biden-era IRA. This capacity will not immediately be replaced with gas turbines: the turbine majors – GE Vernova, Mitsubishi, and Siemens are sold out, with wait times in some cases up to seven years, and costs reportedly up as much as 50% over the past 10 months.

2.) South Central Texas cooperative Guadalupe Valley Electric Cooperative to work with distributed battery storage developer Base Power to create a 2-MW virtual power plant, with battery systems deployed in new houses built by national homebuilder Lennar.

3.) California’s Turlock Unified School District takes delivery of nine electric Blue Bird buses and charging infrastructure to be charged by mixture of AC and DC chargers taking electricity from solar canopies over the school parking lot as well as utility power. Software from vehicle to x vendor Mobility House will optimize the use of on-site solar.

4.) New Jersey’s State Senate unanimously passes smart solar permitting legislation to expedite and simplify the permitting process for residential solar and battery storage systems with online, automated permitting platform.

5.) China reportedly installs a record 93 GW of solar capacity in May, equal to adding about 100 solar panels every second. To put that figure in perspective, the first three months of Q1 installments in the U.S. totaled 10.1 GW.

Peter Kelly-Detwiler
Google, Gates & the Energy Tech Revolution: Fusion, Fission, and the Future
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) Google signs power purchase agreement PPA with start-up fusion company Commonwealth Fusion Systems for at least 200 MW of energy from Commonwealth’s planned fusion generating station in Virginia. Terms were not disclosed.

2.) Bill Gates- backed modular nuclear reactor company TerraPower raises additional $650 million, with support from Nvidia’s venture capital arm, NVentures. TerraPower is working on an advanced 345MW sodium-cooled reactor, paired with a molten salt-based energy storage system that can boost total output up to as much as 500MW for over five hours.

3.) Modular nuclear start-up X-energy says the NRC could approve construction of its first commercial small modular plant by the end of next year. The first four-reactor, 320-MW plant would deliver both heat and power to Dow’s Seadrift petrochemical facility on the Gulf Coast of Texas.

4.) Arizona state-owned utility Salt River Project comments that projected data center demand is responsible for 60% of its peak load growth and 70% of total energy sales over the coming decade.

5.) Norway’s government said it may impose a temporary ban on new crypto data as early as this fall, to ensure sufficient electricity for other industries.

6.) The New Jersey Board of Public Utilities (NJBPU) rolls out a rebranded energy storage initiative to promote development of 2 GW of energy storage that state is mandated by law to procure by 2030.

7.) ENGIE North America will trial a new precycling provision in PPAs calling for end-of-life recycling of solar panel and project component at four mid-Western projects totaling 375 MW. The initiative should divert almost 48 million pounds of material from landfills. 

Peter Kelly-Detwiler
AWS, Meta & the Military Go Nuclear: New Energy Deals Reshape the Grid
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) Talen Energy and Amazon Web Services sign 1,920-MW power purchase agreement to supply PA data centers from Susquehanna nuclear power plant. Talen and AWS originally sought to expand a 300-MW contract - with Talen serving a co-located AWS data center - to 960 MW, an arrangement rejected by the FERC. The new contract will include the 300 MW w/an additional 1,620 MW in a “front of the meter” framework requiring no federal approval.

2.) Ohio Power Siting Board OK’s a 200 MW gas-fired generation facility to directly serve a new Meta data center behind the meter. Williams will employ three different variants of gas turbines, and 31 total units, including 14 reciprocating engines – none of which will be physically connected to the grid. The $1.6 bn project is expected to be completed by Q3 of 2026.

3.) Advanced geothermal company XGS Energy and Meta Platforms announce deal to develop 150 MW of geothermal energy in New Mexico, connected to local utility PNM’s power grid. A new report identifies over 160,000 MW of untapped geothermal potential in New Mexico.

4.) Enhanced geothermal company Fervo reports successful completion of a new appraisal well three miles in depth, with a projected bottomhole temperature of 520°F. The undertaking took just 16 days, and at depths of 15,000+ feet, it was able to drill 300 feet per hour. This potentially opens up much of the eastern half of the U.S. – where hot rock is deeper - as a potentially viable geothermal resource. National models suggest hundreds of thousands of MWs of geothermal potential between 10,000 and 20,000 feet with temperatures ranging from 400 to 600 °F.

5.) Modular nuclear technology company Oklo says it has received a Notice of Intent to Award by the Defense Logistics Agency Energy on behalf of the Department of the Air Force and the U.S. Department of Defense. Under this agreement, Oklo would design, construct, own, and operate a power plant to provide electricity and heat to Eielson Air Force Base in Alaska.

6.) U.S. energy storage developer Powin files for Chapter 11 relief. With an estimated 9,000 MWh of projects already deployed, Powin cited import tariffs and other political and regulatory uncertainties, especially related to the Investment Tax Credit. Last week, two residential solar companies – Sunnova and Mosaic – also filed for Chapter 11.

7.) U.S. battery swap company Ample announces a partnership in Madrid, Spain with mobility solutions provider Free2move, utilizing up to 100 adapted Fiat 500e vehicles with swappable drop-in battery packs provided by Ample.

Peter Kelly-Detwiler
EV Grid Breakthrough, $2.9M Battery Grant, & Meta’s Massive Nuclear Deal
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) Utrecht Netherlands launches Europe’s first large-scale Vehicle to Grid car-sharing network. "Utrecht energized" connects EVs to the power grid to support renewable energy balancing.The network will start with a fleet of bi-directional 50 Renault 5 E-Tech electric vehicles, with a plan to scale to 500 cars.

2.) Sodium battery manufacturer Unigrid, Inc.  receives $2.9 million grant from California Energy Commission to build 12,000 square foot dedicated sodium battery pilot production facility in San Diego.

3.) Constellation Energy and Meta ink 20-year power purchase agreement for 1,121 MW of energy from Constellation’s Clinton nuclear plant in Illinois. The deal starts June of 2027, when Illinois Zero Emission Credit program expires and will involve re-licensing and output expansion of 30 MW.

4.) Axios reports approximately 1,000 employes, or a third of the overall workforce, have left the U.S. Cybersecurity and Infrastructure Security Agency (CISA), the agency keep our grids and water and gas utilities cyber-secure.

5.) NYISO raises concerns new renewable capacity isn’t being developed fast enough, says it will need additional fossil fuel generation to maintain resource adequacy.

6.) The American Clean Power Association says the U.S installed 7.4 GW of utility-scale solar, wind and energy storage in Q1, 2025, falling just short of Q1 of 2024’s record 8.1 GW. Florida led with 894 MW of new solar capacity.

7.) Powin, the world’s fourth largest battery storage integrators, says it may have to cut up to nearly 250 employees in Oregon and cease operations by late July, owing to “unforeseen circumstances” in the market.

8.) Saudi Arabia’s massive 2,200 MW Neom green hydrogen and ammonia project – the world’s largest - is now 80% complete, according to industrial gas firm Air Products, co-developer and sole offtaker. 

Peter Kelly-Detwiler
The Solar Duck Is Too Fat?! California’s Grid Crisis + Texas & Louisiana Shakeups
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

The U.S. Energy Information Administration reported that California’s grid operator, CAISO, curtailed 3.4 million MWh of utility-scale wind and solar last year, up 29% from 2023. The majority of energy curtailed – 93% - came from solar because the solar duck’s belly is so fat it drags on the ground – especially in the spring when solar output soars and grid demand is low owing largely to the absence of AC load – or because there is inadequate transmission capability to move the juice. The EIA comments that some gas gen must remain running during the solar-saturated daylight hours so that it can ramp quickly enough to meet the evening peak. At times, demand net of solar may soar from close to zero to over 25,000 MW. Exports can help, as can batteries that can time-shift the energy Tummy-tucking the duck during the day and giving it a serious haircut in the evening.

Also in California, CAISO’s Independent System Operator Board of Governors has approved 31 new infrastructure projects worth $4.8 billion, to be built over the next 10 to 15 years. They are meant to help CAISO address the anticipated 76,000 MW of load growth by 2039, brought about by expanding populations of EVs, increased electrification, data center growth and general economic expansion.

As the Texas legislature wrapped up its activity for this year’s session, several pieces of legislation that would have crippled future solar contributions cleared the Senate but failed to make it through the House, to the relief of many concerned about the ability of the Texas grid to meet rapidly burgeoning demand. One would have required all large renewable installations to purchase gas as a back-up – gutting project economics. Another would have set up new fees and setback requirements, and a third would have stipulated that all renewables be matched one-for-one on a capacity basis with dispatchable assets (think gas). These proposed laws may re-surface in two years, but in the meantime, one pro-renewables law that did pass was SB 1202, that speeds up the permitting process for home solar and storage installations. The legislation will permit authorized third parties like licensed engineers to review associated documents and conduct required inspections, with a requirement to submit inspection results to regulators within 15 days. Once the approval documents are submitted, applicants can commence with construction, and regulatory bodies must issue approvals within two business days of initial notification.

Carbon capture and storage projects have already been having a tough go of it, but many projects’ futures just got a lot worse last week with the DOE’s cancelation of $3.7 billion in grants from its Office of Clean Energy Demonstrations, most of which were focused on carbon capture and sequestration. Among companies affected were Calpine, Exxon Mobile, Ørsted, and PPL. Many of these projects had been approved in the November to January interregnum between the Biden and Trump Administrations.

Advanced geothermal company Exceed Geo Energy and the Presidio Municipal Development District have inked a 110 MW geothermal power purchase agreement, which is intended to deliver more capacity and energy than the existing demand. The goal is to lure industries to the region – which sits at the far western edge of the Texas power grid on the border with Mexico, and occasionally suffers from lengthy power outages. Commercial operations are expected to commence in late 2026, with an initial 9.9 MW delivery, eventually expanding to 110 MW. Exceed is also collaborating with Austin Energy on a 5 MW geothermal project.

Swiss solar manufacturer Meyer Burger announced it is shuttering its 1.4 GW Arizona module production facility in Arizona, laying off 282 employees.The company blamed “lack of funds” though it said it’s discussing restructuring with an “ad hoc group of bondholders.” It also deep-sixed a planned solar cell manufacturing plant in Colorado in August. Meyer Burger was notable as the sole US producer of heterojunction technology modules. 

Days after a widespread and sudden power outage over the Memorial Day weekend that put nearly 100,000 customers in Entergy and Cleco’s Louisiana service area, Entergy apologized to its customers in an email saying it was “deeply disappointed by Sunday’s outage event, which occurred when Entergy was directed by our reliability coordinator, MISO (the Midcontinent Independent System Operator), to bring many of our customers offline." MISO called for rolling blackouts in response to low power supplies, resulting from outages at two nuclear units, in order to avoid a larger shutdown or potential grid failure.

Entergy appeared to squarely place the blame on MISO, commenting, “We regret that Entergy was not provided with enough prior notice of the outage to prepare our customers for the potential loss of power.”

Entergy had initially stated that the outage was the result of an unexpected outage at the River Bend nuclear plant, but that plant went offline a full five days before the outage, so there was plenty of time to prepare. Some observers speculate that a breakdown in planning and forecasting between Entergy and MISO was the real underlying issue, but the true cause or causes may take some time to reveal.

Peter Kelly-Detwiler
$20B Nuclear Bet, $1B Fusion Boost, & Solar Grid Wars
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Energy Future: Powering Tomorrow’s Cleaner World

Peter Kelly-Detwiler

Energy Future: Powering Tomorrow's Cleaner World invites listeners on a journey through the dynamic realm of energy transformation and sustainability. Listen to this podcast on:

1.) Ontario Power Generation’s planned first small 300 MW modular reactor in Canada has an official cost of $7.7-billion Canadian (US  $5.5 bn), with $6.1 bn for the GE Hitachi BWRX-300 reactor and an additional $1.6-billion on related infrastructure such as admin buildings and cooling water tunnels that would eventually support three additional BWRX-300s at a later date. The entire project price tag comes to an estimated $20.9-billion.

2.) Modular nuclear company NuScale Power says it is in advanced discussions with several possible customers for its reactors and could deliver an operating power plant in 2030 if they can get a deal signed soon. NuScale says its manufacturing partner Doosan currently has 12 NuScale modules in production.

3.) Fusion start-up Commonwealth Fusion Systems has raised another $1+ billion, with the recent investment led by an unnamed hyperscale data center developer. Commonwealth plans to build its first functioning 400MW fusion reactor within a decade, and last year indicated plans for a grid-scale fusion plant in Virginia by the early 2030s.

4.) Reuters reports U.S. energy security officials found rogue communication devices embedded in Chinese-made inverters as well as batteries, including cellular radios. Unauthorized communications allow adversaries to remotely switch off inverters or change settings, potentially destabilizing grids and resulting in blackouts.

5.) Community solar developer Nexamp plans to develop about 100 new projects across the U.S. for Microsoft across five ISOs to help meet its commitment to be carbon-negative by 2030.

6.) Nexamp says it also inked a deal with Chipotle Mexican Grill for RECs supporting development and operation of 15 new community solar farms generating 75 MW in Illinois, New York, Maryland and Maine.

7.) Abundance Energy, sonnen, and Energywell are collaborating on a Texas virtual power plant combining on-premise solar power, batteries, and advanced energy software. The VPP will focus largely on the greater Dallas-Fort Worth and Houston areas, offering each residence two 4.8kW/20kWh sonnenCore+20 battery units, and will total 60 MWh, with plans for continued expansion.

8.) SunRun says it has expanded participation in California’s Demand Side Grid Support initiative. It’s aggregating power in its CalReady program from over 56,000 homes with solar-plus-storage systems to support the grid between 4 and 9 p.m., from May through October. Sunrun’s expects output of 250 MW per event in 2025, with the potential to peak at 375 MW.

Peter Kelly-Detwiler