mhcoledc.bsky.social
@mhcoledc.bsky.social
Interesting
June 16, 2025 at 3:16 PM
Interesting
I wish it wasn't Yergin who's saying it, but, it needs to be said.

"In other words, what has been unfolding is not so much an “energy transition” as an “energy addition.” Rather than replacing conventional energy sources, the growth of renewables is coming on top of that of conventional sources."🔌💡
February 26, 2025 at 12:06 AM
I’ve used this reference myself.
Did you know that a famous math reference – most physicists have owned a copy at some point – is the result of a New Deal project to employ scientists and mathematicians?

Thread incoming.
February 9, 2025 at 8:21 PM
Interesting
New overview of @IEA
outlooks vs reality from my friend @ChristianOnRE
e.o. Nuclear consistently overestimated and solar underestimated.

The supplement gives you an excel with the data to make your own graphs.
February 8, 2025 at 6:32 PM
???
Hearing DOGE is cutting off access to EIA and NREL datasets 🔌💡
February 7, 2025 at 11:29 PM
Interesting
Fantastic writeup from CBC's Evan Dyer.

Trump's threats reveal the trouble with Canada's pipelines running through the US: Interconnectedness is a double-edged sword & Canada is vulnerable in any trade war

With quotes from me—officially the 1st time I've got "crazy talk" in print
January 24, 2025 at 4:56 PM
Interesting
With the right combination of policy support and delivery by industry, the International Energy Agency forecasts that over 1,000 small modular nuclear reactors could start operating by mid-century, with a combined capacity of 120GW.

Not much.
January 20, 2025 at 4:46 PM
Interesting
The latest STEO from EIA:
Electricity consumption. After almost two decades of relatively little change, consumption of electricity grew by 2% in the United States during 2024, and we forecast it will continue growing at that rate in 2025 and 2026.
January 16, 2025 at 12:55 PM
Interesting
January 16, 2025 at 11:55 AM
Interesting
Always a good time to share this. How cheap does gasoline have to be before it's as cheap as an electric vehicle? #energysky
January 9, 2025 at 7:03 PM
Interesting
The bulk of where the IEA/EIA/OPEC think that 2025 oil market balances will land in 2025 (assuming OPEC+ output flat) is largely a function of where they saw 2024 balances landing.

And on that, they're still MILES apart

Imho, the EIA is the closest by far the closest to reality
January 9, 2025 at 7:02 PM
Clueless. I recognized most of the other artists in the Dylan biopic, but had zero idea they all interacted. Do I need to hand in my GenX card?
January 4, 2025 at 9:19 PM
Interesting
It's the beginning of the month -- and the year! Which means it's time to see how EV sales in the US held up for 2024.

I'd expect to see them rolling in today, starting with
Tesla. I'm particularly curious about GM, Honda and Hyundai.

Stay tuned. I'll add them to this thread.

🔌⚡️🚗 #EnergySky
January 3, 2025 at 5:25 PM
Interesting
Because more transmission would mean more competition and less profits for investor owned utility monopolies. Consumers lost.
Sounds here like a permitting reform deal was never really that close at the end of last Congress — key House Republicans and a few big electric utilities weren’t on board with the provisions to make it easier to build transmission: subscriber.politicopro.com/article/eene...
January 2, 2025 at 1:23 AM
Interesting
This video of a much deeper overview of the fantastical complexity of a steam engine is incredible and has massive amounts of animation. https://youtu.be/Hszu80NJ438
December 31, 2024 at 6:46 PM
Interesting
Almost like the forecaster with a vested interest in the commodity (OPEC) is less reliable than the forecaster without a vested interest in the commodity (IEA)

www.bloomberg.com/news/newslet...
OPEC Admits Defeat in Battle of Oil Forecasters
The group’s secretariat has slashed demand estimates by 27%, moving closer to the view of the IEA.
www.bloomberg.com
December 30, 2024 at 12:03 PM
Interesting
It's even worse than I realized until now: Reagan proposed to eliminate the whole Energy Department (created under Carter)! NYT front page, 12/17/81: www.nytimes.com/1981/12/17/u...
December 30, 2024 at 11:41 AM
Interesting
DO
NOT
BUY
HYDROGEN
TRAINS

That's *it*

Germany's experience has been lousy over and over. Alstom built ones in Taunus unreliable. New ones in Brandenburg and they cannot source the hydrogen

If you can't electrify directly then use a battery in trains
December 27, 2024 at 7:15 PM
I got that caveman in me.
December 27, 2024 at 1:57 PM
Interesting
December 27, 2024 at 1:55 PM
Interesting
Listening back to Richard Miller's 2012 "Energy for Future Presidents" is a reminder of how fast the energy landscape can change.

A huge area of focus is how to grow the US "syn-fuel" (gasoline from coal and natural gas!!) market. The feasibility of EVs is dismissed out of hand
December 22, 2024 at 7:39 PM
Interesting
Commentary on DoE LNG report is terrible.

Range of scenarios modeled is very wide: 15 - 55 bcfd (~50% of prod).

Few people know how to interpret GCAM/NEMS results properly. We look for directionality across scenarios, not latch on to specific numbers. Public remarks by DoE officials did not help.
December 22, 2024 at 3:20 PM