Chuck Stanley
chuckstanley.bsky.social
Chuck Stanley
@chuckstanley.bsky.social
I cover the renewable energy transition, public policy, and international development. Bylines for @infranews, @Forbes, and @Debtwire.
Reposted by Chuck Stanley
Almost every line of this story would have been simply unbelievable a few months ago:

—Pioneering cancer researcher;
—*Arrested* at airport in Boston;
—Now indefinite ICE detention in Louisiana;
—"Crime": not declaring some frog-embryo samples for research.

Read it.
www.nbcnews.com/news/us-news...
New images could change cancer diagnostics, but ICE detained the Harvard scientist who analyzes them
Without scientist Kseniia Petrova’s expertise, no one can fully unlock the data’s potential, putting crucial advancements in early cancer detection at risk.
www.nbcnews.com
April 22, 2025 at 1:32 AM
Yet another indication climate targets are no longer in the driver's seat when it comes to renewables development: Southern Company weakens ties between executive compensation and emissions reductions.

Demand growth is the name of the game now.

energyandpolicy.org/southern-com...
April 22, 2025 at 4:19 PM
Whelp...
I linked DOGE staffer Marko Elez to a deleted X account that advocated repealing the Civil Rights Act, backed a “eugenic immigration policy,” and wrote, “You could not pay me to marry outside of my ethnicity."

He just resigned. www.wsj.com/tech/doge-st...
DOGE Staffer Resigns Over Racist Posts
A staffer for Elon Musk’s Department of Government Efficiency whose access to U.S. Treasury payment systems was approved by a federal judge on Thursday has links to a deleted social-media account that...
www.wsj.com
February 6, 2025 at 10:25 PM
"European asset managers are following their US counterparts in “pulling back” on a public show of climate action while still quietly assessing risks and new regulations, fund managers,"

www.ft.com/content/e2bc...
‘Chilling effect’ spreads to European asset managers over climate even as risks rise
Investors ‘tiptoe’ around social responsibility to avoid political pressure, while still assessing economic costs
www.ft.com
January 22, 2025 at 4:00 PM
This seems... very not good.

www.theverge.com/2025/1/17/24...
A giant battery power plant is on fire in California
The Monterey County Sheriff’s Office issued evacuation orders.
www.theverge.com
January 17, 2025 at 11:26 PM
Are projections for skyrocketing electricity demand growth overhyped? CEO of @epsanews.bsky.social warns that customers could be stuck paying for overbuilds if it doesn't materialize.

www.utilitydive.com/news/load-fo...
Load forecasts from data centers risk falling into irrational exuberance territory
There is a long history of overestimating load growth, which can drive overbuilding and the addition of resources that may exceed the increased demand.
www.utilitydive.com
January 16, 2025 at 2:31 PM


“If there is an issue within that whole ecosystem, there will be some quite high-profile investors, many of whom do have some kind of systemic importance, that will be quite badly damaged,”

Gift link

on.ft.com/40yGIqY
‘Accidents waiting to happen’ in private credit, says Wellcome Trust
Rating agency KBRA also warns on possible rise in defaults in fast-growing sector
on.ft.com
January 14, 2025 at 6:01 PM
Interesting thread on blocked US Steel takeover.
NEW from me in @thenation.com: Should Biden have blocked the US Steel takeover by Nippon?

I argue that your take on this will turn on how you answer these three questions.

Thread...🧵
www.thenation.com/article/econ...
Biden Was Right to Block the US Steel Takeover
Even if losing domestic sources of primary steel does not seem like a national security threat today, it might tomorrow.
www.thenation.com
January 9, 2025 at 12:02 PM
Conventional wisdom is that the concentration of IRA dollars going to red districts will insulate it from GOP repeal efforts. Growing calls for a renewables ban in Oklahoma, the #3 US wind energy producer, call that into question @jael.bsky.social suggests
heatmap.news/plus/the-fig...
The Growing Push to Ban Renewable Energy in Oklahoma
Will this renewable energy powerhouse become the first state to ban renewable energy?
heatmap.news
January 8, 2025 at 9:47 PM
Biden administration expected to 'permanently' ban offshore drilling in parts of Pacific and Atlantic that would be hard for Trump to reverse under Outer Continental Shelf Lands Act www.nytimes.com/2025/01/02/c...
Biden Expected to Permanently Ban Oil Drilling in Some Federal Waters
The move, expected as early as Monday, relies on a 70-year-old law that could make it difficult for the Trump administration to reverse it.
www.nytimes.com
January 2, 2025 at 11:09 PM
Equinor's Empire Wind Project off Long Island has secured $3bn in debt finance from lenders including Societe Generale, Commerzbank, BNP Paribas, and J.P. Morgan.

www.equinor.com/news/2025010...
Securing financial close for Empire Wind 1
Equinor’s Empire Wind 1 project in the US has now secured a project financing package of over USD 3 billion. Financial close was reached at the end of 2024.
www.equinor.com
January 2, 2025 at 11:04 PM
Russia, apparently having a lot of trouble finding buyers for its sanctioned LNG exports
oilprice.com/Latest-Energ...
Sanctioned Russian LNG Cargo Ends Across-the-World Trip Without Finding Buyer | OilPrice.com
A sanctioned LNG tanker carrying gas from Russia's Arctic LNG 2 project spent months at sea without finding a buyer due to US sanctions.
oilprice.com
December 26, 2024 at 10:52 AM
Energy reliability watchdog warns half the continent could face energy shortfalls in the coming 5-10 years. Urges improvements to siting and permitting processes for long distance transmission; careful management of 115GW in anticipated generation retirements.

www.nerc.com/news/Headlin...
www.nerc.com
December 18, 2024 at 7:19 PM
Lots of interesting stuff in DOE's report on US LNG exports. One thing that jumps out is this concise summary of how changes in gas prices reverberate through the economy.

Limited export capacity has insulated US consumers from global energy market volatility

www.energy.gov/sites/defaul...
December 17, 2024 at 11:22 PM
Reposted by Chuck Stanley
On Saturday, batteries set a new record in ERCOT, supplying 9% of power on an evening w/ high thermal outages & low wind. Prices spiked to near the max for 5 minutes, 4,300 megawatts of storage surged onto the grid (and demand went down ~2,000 MW) & things went back to normal. (h/t @gridstatus.io
December 17, 2024 at 3:26 AM
Kind of a bleak assessment of the offshore wind sector from the CEO of turbine maker GE Vernova:

“The reality is, the economics of this industry don’t make sense”

www.bloomberg.com/news/article...
GE Vernova Expects More Trouble for Struggling Offshore Wind Industry
GE Vernova Inc., the maker of the biggest offshore wind turbines in the Western hemisphere, sees grim prospects for a beleaguered industry that’s facing slowing demand and weak pricing.
www.bloomberg.com
December 13, 2024 at 12:07 AM
New setback for Minnkota Power's effort to add a multi-billion dollar carbon capture facility to a North Dakota coal plant, as lead contractor TC Energy walks away from the project.

insideclimatenews.org/news/1012202...
A Carbon Capture Project Faces a New Delay in a Year of Slow Progress for Coal Power Plants Looking for Retrofits - Inside Climate News
Project Tundra has lost its lead contractor, which pushes back the timetable for a high-profile and controversial plan.
insideclimatenews.org
December 11, 2024 at 10:42 PM
Reposted by Chuck Stanley
oh your neighborhood has five guys burgers? haha yeah I guess that does sound like a lot of guys
March 12, 2024 at 6:29 PM
Harry Litman announces resignation as an LA Times columnist, citing a pattern of editorial interference by owner Soon-Shiong aimed at "currying favor" and "cozying up" with the incoming Trump Aministration

harrylitman.substack.com/p/why-i-just...
Why I Just Resigned From The Los Angeles Times
By Harry Litman
harrylitman.substack.com
December 5, 2024 at 10:29 PM
Shell and Equinor combine UK offshore oil and gas assets into new joint venture. www.equinor.com/news/2024120...
Equinor and Shell to create the UK’s largest independent oil and gas company
Equinor UK Ltd and Shell UK Limited are to combine their UK offshore oil & gas assets to form a new company.
www.equinor.com
December 5, 2024 at 3:08 PM
Texas Public Utility Commission says the state could be a hub for advanced nuclear energy development

Recommends establishment of a state-backed loan program; advanced nuclear oversight authority and permitting officer

www.utilitydive.com/news/texas-a...
Texas report recommends low-interest loans for advanced nuclear, similar to gas plant fund
The report, released Monday by the Public Utility Commission of Texas, says the state can become a global leader in advanced nuclear energy with funding and a new regulatory regime.
www.utilitydive.com
December 4, 2024 at 11:04 PM
Industry insiders say they're confident core renewables like solar, onshore wind, and battery storage have the momentum to thrive under a second Trump term. But less supportive policies could lead to consolidation. My latest for Infralogic: ionanalytics.com/insights/inf...
Trump energy agenda may drive sector consolidation
With the recent election of Donald Trump, energy sector insiders say the return of the renewables-skeptical former president to the White House could drive consolidation in the clean energy sector.
ionanalytics.com
November 29, 2024 at 3:42 PM
I had a great discussion with Clifford Chance's Marcia Hook for the latest edition of the Crossroads infrastructure podcast. Marcia shared her insights on the outlook for the US offshore wind sector as Donald Trump prepares to return to the White House. fast.wistia.net/embed/channe...
Crossroads: The Infrastructure Podcast
Podcast from the Inframation editorial team exploring the latest news and trends in the acquisition of infrastructure operational assets and companies.
fast.wistia.net
November 27, 2024 at 6:06 PM