Joe Deely
@jdeely.bsky.social
Clean Energy, Tech, Progress, MFG in the US, Economics, Science, and Exponential Trends.
Helping to build out a non-profit at Mission City Research.
https://bsky.app/profile/mcresearch.bsky.social
Helping to build out a non-profit at Mission City Research.
https://bsky.app/profile/mcresearch.bsky.social
Reposted by Joe Deely
1/3 I thought I'd stay close to home with my posts today. My Assemblymember @dawnaddis.bsky.social is one of the 18 legislators. And my provider, PG&E is indeed holding up my interconnection. Go get 'em Dawn! 🔌💡
pv-magazine-usa.com/2025/12/01/c...
pv-magazine-usa.com/2025/12/01/c...
California lawmakers urge CPUC to enforce utility interconnection timelines
A coalition of 18 California legislators has formally urged the California Public Utilities Commission (CPUC) to enforce regulations under "Rule 21" regarding the interconnection of customer-sited sol...
pv-magazine-usa.com
December 17, 2025 at 9:59 PM
1/3 I thought I'd stay close to home with my posts today. My Assemblymember @dawnaddis.bsky.social is one of the 18 legislators. And my provider, PG&E is indeed holding up my interconnection. Go get 'em Dawn! 🔌💡
pv-magazine-usa.com/2025/12/01/c...
pv-magazine-usa.com/2025/12/01/c...
Hey, a TeraWatt here, a TeraWatt there, and before you know it...
One of these days, the world’s solar growth rate will decouple from China’s. Right now, it’s sorta decoupled in that the world will grow while China may detract - but the world total is still heavily based on China’s total.
But it is great to see non China’s growth in double digits and over 300 GW.
But it is great to see non China’s growth in double digits and over 300 GW.
World:
2024 - 592 GW deployed
2025 - 655 GW (+10%)
2026 - 649 GW (-9%)
2027 - 688 GW (+6%)
China
2024 - 341 GW
2025 - 372 GW (+9%)
2026 - 341 GW (-14%)
Non-China capacity deployed:
2024: 250 GW
2025: 283 GW (+12%)
2026: 329 GW (+16%)
World: 2035: 864 GW
2024 - 592 GW deployed
2025 - 655 GW (+10%)
2026 - 649 GW (-9%)
2027 - 688 GW (+6%)
China
2024 - 341 GW
2025 - 372 GW (+9%)
2026 - 341 GW (-14%)
Non-China capacity deployed:
2024: 250 GW
2025: 283 GW (+12%)
2026: 329 GW (+16%)
World: 2035: 864 GW
December 16, 2025 at 6:43 PM
Hey, a TeraWatt here, a TeraWatt there, and before you know it...
Some good info on battery safety in this thread.
1/3 Ampace touts their semi-solid LFP cell batteries and their 69 million battery cells with 0 incidents.
Dr. Feng: "Ampace puts safety first. Our semi-solid technology eliminates leakage and thermal-runaway risks and is certified to UL 9540A" 💡🔌
pv-magazine-usa.com/2025/10/14/t...
Dr. Feng: "Ampace puts safety first. Our semi-solid technology eliminates leakage and thermal-runaway risks and is certified to UL 9540A" 💡🔌
pv-magazine-usa.com/2025/10/14/t...
The advances behind 69 million battery cells with 0 incidents
Ampace’s semi-solid battery technology and UL 9540A certification have led to significant performance and safety achievements, according to Dr. Drew Feng, Chief Safety & Reliability Officer with the m...
pv-magazine-usa.com
December 16, 2025 at 6:29 PM
Some good info on battery safety in this thread.
A disappointing announcement from Puget Sound Energy - 700 MW of gas till 2045. Seems like a rushed last-minute deal.
Hopefully, they will also install at least 400 MW of battery storage at this location.
@nwenergy.bsky.social
@olympiajoe.bsky.social
washingtonstatestandard.com/2025/12/09/w...
Hopefully, they will also install at least 400 MW of battery storage at this location.
@nwenergy.bsky.social
@olympiajoe.bsky.social
washingtonstatestandard.com/2025/12/09/w...
Washington’s last coal power plant will transition to natural gas • Washington State Standard
The facility was set to close this year. A deal TransAlta announced with Puget Sound Energy on Tuesday will keep it producing power with a different fuel.
washingtonstatestandard.com
December 10, 2025 at 4:50 PM
A disappointing announcement from Puget Sound Energy - 700 MW of gas till 2045. Seems like a rushed last-minute deal.
Hopefully, they will also install at least 400 MW of battery storage at this location.
@nwenergy.bsky.social
@olympiajoe.bsky.social
washingtonstatestandard.com/2025/12/09/w...
Hopefully, they will also install at least 400 MW of battery storage at this location.
@nwenergy.bsky.social
@olympiajoe.bsky.social
washingtonstatestandard.com/2025/12/09/w...
The good news for batteries keeps coming....
Latest report on battery prices from Bloomberg:
about.bnef.com/insights/cle...
My favorite quote:
"Battery pack prices for stationary storage dropped to $70/kWh in 2025, 45% lower than in 2024."
#energysky
Latest report on battery prices from Bloomberg:
about.bnef.com/insights/cle...
My favorite quote:
"Battery pack prices for stationary storage dropped to $70/kWh in 2025, 45% lower than in 2024."
#energysky
Lithium-Ion Battery Pack Prices Fall to $108 Per Kilowatt-Hour, Despite Rising Metal Prices: BloombergNEF | BloombergNEF
BloombergNEF’s new framework and scorecard provides a tool for investors to analyze country-level climate risk and resilience.
about.bnef.com
December 9, 2025 at 8:25 PM
The good news for batteries keeps coming....
Latest report on battery prices from Bloomberg:
about.bnef.com/insights/cle...
My favorite quote:
"Battery pack prices for stationary storage dropped to $70/kWh in 2025, 45% lower than in 2024."
#energysky
Latest report on battery prices from Bloomberg:
about.bnef.com/insights/cle...
My favorite quote:
"Battery pack prices for stationary storage dropped to $70/kWh in 2025, 45% lower than in 2024."
#energysky
Huge news...
This tech is already in production and being used in smartphones. Next up, EVs and energy storage.
#energysky
This tech is already in production and being used in smartphones. Next up, EVs and energy storage.
#energysky
December 9, 2025 at 8:22 PM
Huge news...
This tech is already in production and being used in smartphones. Next up, EVs and energy storage.
#energysky
This tech is already in production and being used in smartphones. Next up, EVs and energy storage.
#energysky
Awesome!
Something to be thankful for!
Utah's largest coal-fired power plant—the Intermountain Power Project, located in the west desert near Delta and serving southern California—stopped burning coal at mid-day on Wednesday, just in time for Thanksgiving. 🔌💡
Utah's largest coal-fired power plant—the Intermountain Power Project, located in the west desert near Delta and serving southern California—stopped burning coal at mid-day on Wednesday, just in time for Thanksgiving. 🔌💡
December 2, 2025 at 5:46 PM
Awesome!
Microsoft combines two locations to build a massive AI system. This has significant implications for energy infrastructure.
In this case, they joined Atlanta with Wisconsin.
news.microsoft.com/source/featu...
#energysky
#datacenter
In this case, they joined Atlanta with Wisconsin.
news.microsoft.com/source/featu...
#energysky
#datacenter
Microsoft AI superfactory
Microsoft unveiled its second Fairwater AI datacenter in Atlanta as part of a new AI superfactory working across states in nearly real time.
news.microsoft.com
November 26, 2025 at 4:14 PM
Microsoft combines two locations to build a massive AI system. This has significant implications for energy infrastructure.
In this case, they joined Atlanta with Wisconsin.
news.microsoft.com/source/featu...
#energysky
#datacenter
In this case, they joined Atlanta with Wisconsin.
news.microsoft.com/source/featu...
#energysky
#datacenter
Reposted by Joe Deely
The September Electric Power Monthly is out from EIA.
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
November 25, 2025 at 11:26 PM
The September Electric Power Monthly is out from EIA.
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
The September Electric Power Monthly is out from EIA.
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
November 25, 2025 at 11:26 PM
The September Electric Power Monthly is out from EIA.
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
Is anyone tracking the amount of factory capacity available for batteries in the US?
This Toyota plant has a capacity of 30 GWh. Tesla has 40 GWh of capacity in CA and 10 GWh in NV, with another 50 GWh under construction in TX.
What else?
@michael-thomas.bsky.social
@jrfhanger.bsky.social
This Toyota plant has a capacity of 30 GWh. Tesla has 40 GWh of capacity in CA and 10 GWh in NV, with another 50 GWh under construction in TX.
What else?
@michael-thomas.bsky.social
@jrfhanger.bsky.social
The first batteries rolled off the production line at Toyota’s new $14 billion battery plant in Liberty, North Carolina. The plant will produce batteries for hybrid, plug-in hybrid & electric models, which Toyota plans to make up 70% of its sales by 2030 electrek.co/2025/11/17/t... 🔌💡 🔌🚗
Toyota's 1,850-acre EV battery plant is live, but the company says this is just the start
Toyota’s $14 billion US battery plant is now up and running. The mega site spans 1,850 acres, or about 121...
electrek.co
November 25, 2025 at 5:28 PM
Is anyone tracking the amount of factory capacity available for batteries in the US?
This Toyota plant has a capacity of 30 GWh. Tesla has 40 GWh of capacity in CA and 10 GWh in NV, with another 50 GWh under construction in TX.
What else?
@michael-thomas.bsky.social
@jrfhanger.bsky.social
This Toyota plant has a capacity of 30 GWh. Tesla has 40 GWh of capacity in CA and 10 GWh in NV, with another 50 GWh under construction in TX.
What else?
@michael-thomas.bsky.social
@jrfhanger.bsky.social
A recent EIA article said:
"Although natural gas generation still provides more electricity than any other source in California..."
This is incorrect. If you include rooftop generation, solar is now the largest source.
Q1-Q3 2025
All Solar = 73 TWh
Gas = 54 TWh
www.eia.gov/todayinenerg...
"Although natural gas generation still provides more electricity than any other source in California..."
This is incorrect. If you include rooftop generation, solar is now the largest source.
Q1-Q3 2025
All Solar = 73 TWh
Gas = 54 TWh
www.eia.gov/todayinenerg...
November 25, 2025 at 5:09 PM
A recent EIA article said:
"Although natural gas generation still provides more electricity than any other source in California..."
This is incorrect. If you include rooftop generation, solar is now the largest source.
Q1-Q3 2025
All Solar = 73 TWh
Gas = 54 TWh
www.eia.gov/todayinenerg...
"Although natural gas generation still provides more electricity than any other source in California..."
This is incorrect. If you include rooftop generation, solar is now the largest source.
Q1-Q3 2025
All Solar = 73 TWh
Gas = 54 TWh
www.eia.gov/todayinenerg...
Reposted by Joe Deely
2/2 From my old neighborhood. "The microgrid and pending EV bus delivery bring the VTA one step closer to satisfying California’s mandate that all public transit agencies transition to 100% zero-emission bus fleets by 2040." 🔌💡
www.microgridknowledge.com/microgrids/c...
www.microgridknowledge.com/microgrids/c...
Electrifying Public Transit: Scale Microgrids Building Renewable Energy Microgrid for Santa Clara Valley Transit Authority
The microgrid will include 500 kW of solar canopies, 4 MWh of battery storage and 3 MW of electric vehicle fleet chargers.
www.microgridknowledge.com
November 18, 2025 at 8:17 PM
2/2 From my old neighborhood. "The microgrid and pending EV bus delivery bring the VTA one step closer to satisfying California’s mandate that all public transit agencies transition to 100% zero-emission bus fleets by 2040." 🔌💡
www.microgridknowledge.com/microgrids/c...
www.microgridknowledge.com/microgrids/c...
Wow!
Indiana is definitely a spot to keep an eye on... when it comes to grid demand growth.
Amazon announces another 2.4 GW of data center capacity today. This is in addition to the current Project Rainer in Northern Indiana, which is rated at 2.2 GW.
💡🔌
www.aboutamazon.com/news/company...
Indiana is definitely a spot to keep an eye on... when it comes to grid demand growth.
Amazon announces another 2.4 GW of data center capacity today. This is in addition to the current Project Rainer in Northern Indiana, which is rated at 2.2 GW.
💡🔌
www.aboutamazon.com/news/company...
Amazon plans to invest $15 billion in Northern Indiana to build new data center campuses and advance AI innovation
Planned investment will create 1,100 jobs and support new workforce development training programs and local community projects.
www.aboutamazon.com
November 24, 2025 at 9:59 PM
Wow!
Indiana is definitely a spot to keep an eye on... when it comes to grid demand growth.
Amazon announces another 2.4 GW of data center capacity today. This is in addition to the current Project Rainer in Northern Indiana, which is rated at 2.2 GW.
💡🔌
www.aboutamazon.com/news/company...
Indiana is definitely a spot to keep an eye on... when it comes to grid demand growth.
Amazon announces another 2.4 GW of data center capacity today. This is in addition to the current Project Rainer in Northern Indiana, which is rated at 2.2 GW.
💡🔌
www.aboutamazon.com/news/company...
Great report from @robgramlichdc.bsky.social and folks at Grid Strategies on a possible path for data center demand over the next five years.
This is really tough to predict, but good to have a "stake in the ground" which can be used going forward.
#energysky
This is really tough to predict, but good to have a "stake in the ground" which can be used going forward.
#energysky
Grid Strategies finds 90GW of data centers pushing U.S. peak demand additions to 166GW by 2030, as much as 15 New York Cities. It also found utilities may be overstating DC demand by 40%, highlighting cost risks being pushed onto everyday customers:
www.canarymedia.com/articles/dat...
#energysky
www.canarymedia.com/articles/dat...
#energysky
Data-center power forecasts climb to unreachable heights
Utilities expect electricity growth to reach levels that are hard to fathom — and they’re using those estimates to justify costly new investments in…
www.canarymedia.com
November 19, 2025 at 5:35 PM
Great report from @robgramlichdc.bsky.social and folks at Grid Strategies on a possible path for data center demand over the next five years.
This is really tough to predict, but good to have a "stake in the ground" which can be used going forward.
#energysky
This is really tough to predict, but good to have a "stake in the ground" which can be used going forward.
#energysky
Thanks Nate.
it's awesome! need some other states to allow for it to expand market/bring down cost.
November 14, 2025 at 9:55 PM
Thanks Nate.
@nateforutah.bsky.social - I assume you are already familiar with this... Do you have any other feedback/comments?
Plug-in Solar Rising
Utah passed law, exempting solar systems 1,200 watts or smaller from interconnection rules.
If 5 plus states adopt reforms, study forecasts:
Cost of plug-in solar falls to ~$0.50/watt & payback to 3-4 years.
24 million homes use it!
www.brightsaver.org/whitepaper #energysky
Utah passed law, exempting solar systems 1,200 watts or smaller from interconnection rules.
If 5 plus states adopt reforms, study forecasts:
Cost of plug-in solar falls to ~$0.50/watt & payback to 3-4 years.
24 million homes use it!
www.brightsaver.org/whitepaper #energysky
November 14, 2025 at 6:13 PM
@nateforutah.bsky.social - I assume you are already familiar with this... Do you have any other feedback/comments?
Reposted by Joe Deely
2/3 Flying home Friday I saw many naked roofs. With electricity costs outpacing inflation I wonder why we don't see more of these. Kudos to United Natural Foods "the 6.7-megawatt solar array generates enough electricity to power roughly 1,500 homes annually." 🔌💡
www.utilitydive.com/news/unfi-co...
www.utilitydive.com/news/unfi-co...
Wholesale food giant completes largest rooftop solar project to date
The array atop a United Natural Foods’ California distribution center is expected to meet approximately 80% of the facility's electricity needs. Other grocery companies have also turned to solar energ...
www.utilitydive.com
November 9, 2025 at 10:16 PM
2/3 Flying home Friday I saw many naked roofs. With electricity costs outpacing inflation I wonder why we don't see more of these. Kudos to United Natural Foods "the 6.7-megawatt solar array generates enough electricity to power roughly 1,500 homes annually." 🔌💡
www.utilitydive.com/news/unfi-co...
www.utilitydive.com/news/unfi-co...
Reposted by Joe Deely
Yeah, you need to be at like $20/MWh in the US to compete with gas for heat
November 3, 2025 at 7:41 PM
Yeah, you need to be at like $20/MWh in the US to compete with gas for heat
Reposted by Joe Deely
This table needs updating.
But might be still useful.
Enertime has a new name now.
Also @janrosenow.bsky.social has started making a map of companies involved in industrial heat tech.
But might be still useful.
Enertime has a new name now.
Also @janrosenow.bsky.social has started making a map of companies involved in industrial heat tech.
November 3, 2025 at 9:36 PM
This table needs updating.
But might be still useful.
Enertime has a new name now.
Also @janrosenow.bsky.social has started making a map of companies involved in industrial heat tech.
But might be still useful.
Enertime has a new name now.
Also @janrosenow.bsky.social has started making a map of companies involved in industrial heat tech.
Reposted by Joe Deely
Also energy storage
(Includes Rondo)
(Includes Rondo)
November 3, 2025 at 9:38 PM
Also energy storage
(Includes Rondo)
(Includes Rondo)
Reposted by Joe Deely
I think this is really important for the long run. Right now though, companies are willing to pay more than fossil cost for green power. Reputation is valuable.
In the medium term, these local-solar heat battery solutions are a form of hedging. But mostly I think companies are trying it out.
In the medium term, these local-solar heat battery solutions are a form of hedging. But mostly I think companies are trying it out.
November 3, 2025 at 11:51 PM
I think this is really important for the long run. Right now though, companies are willing to pay more than fossil cost for green power. Reputation is valuable.
In the medium term, these local-solar heat battery solutions are a form of hedging. But mostly I think companies are trying it out.
In the medium term, these local-solar heat battery solutions are a form of hedging. But mostly I think companies are trying it out.
Love this concept ...
Redwood Material has built a "black box" to connect a hodgepodge of used batteries into a cheaper BESS.
Every year, the supply of used batteries will grow. Ten years from now, a big chunk of BESS projects across the US will be developed with second-life batteries.
💡🔌
Redwood Material has built a "black box" to connect a hodgepodge of used batteries into a cheaper BESS.
Every year, the supply of used batteries will grow. Ten years from now, a big chunk of BESS projects across the US will be developed with second-life batteries.
💡🔌
November 3, 2025 at 7:49 PM
Love this concept ...
Redwood Material has built a "black box" to connect a hodgepodge of used batteries into a cheaper BESS.
Every year, the supply of used batteries will grow. Ten years from now, a big chunk of BESS projects across the US will be developed with second-life batteries.
💡🔌
Redwood Material has built a "black box" to connect a hodgepodge of used batteries into a cheaper BESS.
Every year, the supply of used batteries will grow. Ten years from now, a big chunk of BESS projects across the US will be developed with second-life batteries.
💡🔌
Interesting to see that solar now shows up in second place for hourly fuel share across the US.
Currently, only a few hours a week, but let's see how this changes over the coming years.
#energysky
Currently, only a few hours a week, but let's see how this changes over the coming years.
#energysky
October 18, 2025 at 7:58 PM
Interesting to see that solar now shows up in second place for hourly fuel share across the US.
Currently, only a few hours a week, but let's see how this changes over the coming years.
#energysky
Currently, only a few hours a week, but let's see how this changes over the coming years.
#energysky
Is this one of the most under-reported stories out there? This product looks like it is the answer to electrifying industrial heat.
Am I missing something?
Am I missing something?
Rondo Energy begins commercial operations of the world's largest industrial heat battery — 100 MWh — capable of converting low-cost electricity from wind & solar into heat at >1000°C and supply constant heating needs for industrial processes. 🔌💡
share.google/rniuYqTcGHfo...
share.google/rniuYqTcGHfo...
'World’s largest' industrial heat battery is online and solar-powered
Rondo Energy launches the world's largest industrial heat battery in California, delivering 24/7 steam and heat powered by renewables.
share.google
October 18, 2025 at 3:45 PM
Is this one of the most under-reported stories out there? This product looks like it is the answer to electrifying industrial heat.
Am I missing something?
Am I missing something?