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Doug Lewin

@douglewin.bsky.social

6.2K followers 620 following 380 posts

⚡ Energy Expert 🎙 Host: Energy Capital Podcast 📜 Author: Texas Energy & Power Newsletter 🌎 Founder of Stoic Energy www.douglewin.com

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Doug Lewin @douglewin.bsky.social · Aug 7

There's a new 2025 peak demand record in ERCOT: 82,566 megawatts at 4:55 today. Solar provided 30% of the power at that time and wind about 16%; wholesale power was just $22/MWh. No conservation alerts. No energy emergencies. Just abundant, affordable power. #txlege #txenergy

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Doug Lewin @douglewin.bsky.social · 16h

Find the full story and much more here ➡️ www.douglewin.com/p/markets-k...

States With High Renewable Share Have Lower Power Costs: Reading & Podcast Picks, October 12, 2025

Houston area suffers frequent "blue sky" outages; buyers' remorse from the Permian; data shows Administration's claims on renewables are wrong; renewables pass coal globally

www.douglewin.com

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Doug Lewin @douglewin.bsky.social · 16h

Electricity costs are increasing nationwide, but the idea that clean energy drives up prices? The data clearly doesn't support those claims. States that added renewables fastest generally have lower electricity costs.

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Doug Lewin @douglewin.bsky.social · 18h

luma.com/dervos2025

DERVOS 2025 · Luma

The energy event of the year, hosted by DER Task Force. Come for the debates, hot takes, demo day, and more. Visit our DERVOS 2025 Announcement post for the…

luma.com

Doug Lewin @douglewin.bsky.social · 18h

NYC people: Don't miss DERvos this Friday! I'll be there and you should, too. Link to register in the reply. 1/2

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Doug Lewin @douglewin.bsky.social · 1d

www.gridraven.com/rsvp-austin...

October 14th - Austin Energy Leaders Breakfast & Roundtable

Join us for a discussion on energy affordability, growth, and reliability in the Texas grid.

www.gridraven.com

Doug Lewin @douglewin.bsky.social · 1d

Austin energy people: Don't miss this great event hosted by Gridraven tomorrow at Capital Factory downtown. #txenergy 1/2

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Doug Lewin @douglewin.bsky.social · 2d

Houston area suffers frequent "blue sky" outages; renewables pass coal globally; DNV's excellent annual energy outlook, and much more:
www.douglewin.com/p/markets-k...

States With High Renewable Share Have Lower Power Costs: Reading & Podcast Picks, October 12, 2025

Houston area suffers frequent "blue sky" outages; buyers' remorse from the Permian; data shows Administration's claims on renewables are wrong; renewables pass coal globally

www.douglewin.com

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Doug Lewin @douglewin.bsky.social · 2d

Data shows Administration's claims on renewables are wrong, states with higher shares of renewables typically have lower electricity costs. Markets are choosing renewables based on price.

Also, buyers' remorse from the Permian as oil prices plunge. 1/2

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Doug Lewin @douglewin.bsky.social · 3d

As late as the summer of 2023, the max output of batteries was 1 GW and the highest in 2024 was 4GW. It took one year to double with yesterday as the first day ever over 8GW.

Texas is now #1 in battery storage, edging out California. #txlege #txenergy
www.douglewin.com/p/texas-now...

Texas Now #1 in Batteries, Too: Grid Roundup #79

Texas passes California in batteries; ERCOT's residential DR program to be discussed by stakeholders today; Texas' gas interconnection queue up 170% in 18 months; new October peak demand record set

www.douglewin.com

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Doug Lewin @douglewin.bsky.social · 3d

There are two new battery energy storage records in Texas: largest instantaneous amount of storage (8.63 gigawatts) and largest percent of load met by storage (13.2%).

Battery energy storage is up 100% year-over-year. 1/2

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Doug Lewin @douglewin.bsky.social · 4d

Also in the link below, ERCOT's Monthly Outlook shows 10% chance of outages if demand reaches 76 gigawatts in December. Meanwhile, utilities took home $100 million in "bonuses" for energy efficiency, even though savings were the lowest in the last 5 years.
www.douglewin.com/p/largest-b...

Longer Duration Storage Coming To Texas, Grid Roundup #80

Also, utilities took home nearly $100 million in bonuses despite lower achievement; ERCOT's Monthly Outlook doesn't consider drops in gas output; minimum demand was up sharply this summer

www.douglewin.com

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Doug Lewin @douglewin.bsky.social · 4d

Texas is about to get a 400 MW / 1.8 gigawatt-hour battery. The second and third phases will have 5-hour duration storage, the first project of its kind in Texas. I wrote today about how decisions over a new ancillary service could attract longer duration storage – or not. 1/2

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Doug Lewin @douglewin.bsky.social · 5d

More info and registration link here:
www.douglewin.com/p/three-gre...

Don't Miss These Great Events Coming Soon

A webinar on energy and economic growth; a roundtable in Austin on transmission and load growth; and Aurora's Energy Transition Forum in NYC on the theme: US Energy at a Crossroads

www.douglewin.com

Doug Lewin @douglewin.bsky.social · 5d

Join me this morning on Chambers of Innovation's webinar. Link in reply.

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Doug Lewin @douglewin.bsky.social · 6d

The oil and gas vs. renewables in a death match narrative is false and extremely counterproductive. "
it’s time for the oil and gas-vs.-renewables storyline to die. They’re a perfect match — one made not in heaven, but in the Texas oilfields."
www.douglewin.com/p/a-match-m...

A Match Made in Texas

The state’s oil and gas sector is increasingly turning to renewable energy to power its operations while some of the right wing “think tanks” they fund work against their interests

www.douglewin.com

Doug Lewin @douglewin.bsky.social · 6d

Here's the podcast with Will McAdams I referenced: "What we didn't realize is how much gas-driven industrial processes over that two-year period [before Winter Storm Uri] were being converted to electrified systems." 4/
www.douglewin.com/p/the-energ...

The Energy Capital Podcast, Episode 1 with Former PUC Commissioner Will McAdams

The former PUC Commissioner joined me for the first episode of Energy Capital and his first interview after leaving the Commisison

www.douglewin.com

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Doug Lewin @douglewin.bsky.social · 6d

And look at how much demand for oil and gas is forecast by S&P in a study funding by six oil and gas companies 3/

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Doug Lewin @douglewin.bsky.social · 6d

Look at the solar map next to the map of the major oil producing basins in Texas. 2/

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Doug Lewin @douglewin.bsky.social · 6d

Oil & gas vs renewables is a false fight. In fact, many oil and gas producers want to connect to the grid to power their operations with renewables.

“More energy, less emissions” should be our path forward. 1/

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Doug Lewin @douglewin.bsky.social · 6d

AI is just the start. Robotics, biotech & advanced computing will drive terawatt-scale demand.

Texas has the mix to lead, but only if we plan in terawatts, not gigawatts.

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Doug Lewin @douglewin.bsky.social · 8d

www.douglewin.com/p/helping-t...

Demand Side Resources Could Enable Load Growth: Reading & Podcast Picks, October 5, 2025

Data centers could put money into customers' pockets, gain speed to power, and make the grid more reliable by investing in demand-side markets; DOE cuts hurt Texas and the gas industry, too; and more

www.douglewin.com

Doug Lewin @douglewin.bsky.social · 8d

Reducing energy waste in homes could offset all projected data center demand. @rewiringamerica's new report shows how: in exchange for speed to power, data centers fund residential load reductions. Households get lower bills & the grid gets more reliable.

Link in reply 1/2

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Doug Lewin @douglewin.bsky.social · 8d

Cheap power brings new industries. Higher demand leads to higher prices which leads to more solar + storage and cheaper power again.

Check out the TribCast with Eric Goff on how Texas is doing this and more, featured in this week's Reading and Podcast Picks
www.douglewin.com/p/helping-t...

Demand Side Resources Could Enable Load Growth: Reading & Podcast Picks, October 5, 2025

Data centers could put money into customers' pockets, gain speed to power, and make the grid more reliable by investing in demand-side markets; DOE cuts hurt Texas and the gas industry, too; and more

www.douglewin.com

Doug Lewin @douglewin.bsky.social · 8d

tinyurl.com/udfat2ew

US Energy at a Crossroads: Dominance or Disruption?

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tinyurl.com

Doug Lewin @douglewin.bsky.social · 8d

My friends at Aurora are hodling their second annual Energy Transition Forum in NYC October 21. Topics include grid reliability, AI, and investment. Join alongside leaders from utilities, finance and the gov't for a conversation you don't want to miss. Registration in the reply