Brendan McEwen
@brendanmcewen.bsky.social
Working on decarbonizing buildings & transportation. Huge fan o’ nature, cities, art. Tend to use this platform to read & learn, but will try to tweet on occasion.
Thanks for this thread! I was thinking earlier how I’d appreciate your (& David Victor’s) perspective on putting so many eggs in the industrial carbon pricing basket… so this is most welcome
November 28, 2025 at 10:32 PM
Thanks for this thread! I was thinking earlier how I’d appreciate your (& David Victor’s) perspective on putting so many eggs in the industrial carbon pricing basket… so this is most welcome
All the savvy energy analysts I rub shoulders with say “well the real markets are land constrained areas like Korea and Japan…”
To which one should note efficiency, floating PV, building scalePV, agri-PV, offshore wind, geothermal & (maybe) nuclear aren’t standing still either….
To which one should note efficiency, floating PV, building scalePV, agri-PV, offshore wind, geothermal & (maybe) nuclear aren’t standing still either….
November 28, 2025 at 8:13 PM
All the savvy energy analysts I rub shoulders with say “well the real markets are land constrained areas like Korea and Japan…”
To which one should note efficiency, floating PV, building scalePV, agri-PV, offshore wind, geothermal & (maybe) nuclear aren’t standing still either….
To which one should note efficiency, floating PV, building scalePV, agri-PV, offshore wind, geothermal & (maybe) nuclear aren’t standing still either….
Reposted by Brendan McEwen
Is there any good rough estimate about what % of the computer is for LLMs services (and market for those) versus multifarious ML? I presume it’s largely predicated on businesses paying for LLMs, but maybe not?
November 28, 2025 at 8:08 PM
Is there any good rough estimate about what % of the computer is for LLMs services (and market for those) versus multifarious ML? I presume it’s largely predicated on businesses paying for LLMs, but maybe not?
Is there any good rough estimate about what % of the computer is for LLMs services (and market for those) versus multifarious ML? I presume it’s largely predicated on businesses paying for LLMs, but maybe not?
November 28, 2025 at 8:08 PM
Is there any good rough estimate about what % of the computer is for LLMs services (and market for those) versus multifarious ML? I presume it’s largely predicated on businesses paying for LLMs, but maybe not?
Reposted by Brendan McEwen
This is not a good take. Carney's move signals to the rest of Canada, and the world, that it's OK to keep building more fossil fuel projects.
Other countries will use this to justify doing the same.
Our children are watching, to see if we care about their futures. Do we?
Other countries will use this to justify doing the same.
Our children are watching, to see if we care about their futures. Do we?
November 27, 2025 at 9:27 PM
This is not a good take. Carney's move signals to the rest of Canada, and the world, that it's OK to keep building more fossil fuel projects.
Other countries will use this to justify doing the same.
Our children are watching, to see if we care about their futures. Do we?
Other countries will use this to justify doing the same.
Our children are watching, to see if we care about their futures. Do we?
It is generally really beautiful :) (lots of cranberry fields in Greater Vancouver area)... the pic is a bit lurid...
November 27, 2025 at 7:35 PM
It is generally really beautiful :) (lots of cranberry fields in Greater Vancouver area)... the pic is a bit lurid...
I tend to assume any one who is not named as an identifiable person is a malicious bot (until proven otherwise… don’t know this account…)
November 27, 2025 at 12:45 PM
I tend to assume any one who is not named as an identifiable person is a malicious bot (until proven otherwise… don’t know this account…)
However, I’d need to go read Jaap’s article to see if this is all acknowledged & accounted for in his article… quite possible… and a proliferation of different “opt-in” rates (TOU and other) can mute this dynamic
November 26, 2025 at 6:55 PM
However, I’d need to go read Jaap’s article to see if this is all acknowledged & accounted for in his article… quite possible… and a proliferation of different “opt-in” rates (TOU and other) can mute this dynamic
The issue is whatever the time set in the rate for low cost to begin, people will set EV/charger/EMS/other flexible lids to start at that hour. EVs are such large instantaneous loads, that easily can create new peak. Becomes an issue in ~early 2030s
See here:
www.energyhub.com/news/avoidin...
See here:
www.energyhub.com/news/avoidin...
Avoiding gridlock: Why time-of-use (TOU) rates aren't the long-term solution for managing EV load on the distribution network - EnergyHub
Utilities using time-of-use (TOU) rates to manage electric vehicle (EV) charging at scale can increase the risk of overloading service transformers. Learn why in this third of EnergyHub's four-part bl...
www.energyhub.com
November 26, 2025 at 6:53 PM
The issue is whatever the time set in the rate for low cost to begin, people will set EV/charger/EMS/other flexible lids to start at that hour. EVs are such large instantaneous loads, that easily can create new peak. Becomes an issue in ~early 2030s
See here:
www.energyhub.com/news/avoidin...
See here:
www.energyhub.com/news/avoidin...
Except at a certain (rapidly approaching) point, TOU tariffs do more harm than good, cuz all the EVs turn on at once
November 26, 2025 at 5:57 PM
Except at a certain (rapidly approaching) point, TOU tariffs do more harm than good, cuz all the EVs turn on at once
I want this to be legalized so bad :).... you've made my wife really exhausted with me, cuz everytime we walk by some new $4M eyesore SFH, I start raving about "how is this legal but 6-storey single stair isn't???"
November 25, 2025 at 8:18 PM
I want this to be legalized so bad :).... you've made my wife really exhausted with me, cuz everytime we walk by some new $4M eyesore SFH, I start raving about "how is this legal but 6-storey single stair isn't???"