Jonathan Geldof
@geldof.bsky.social
clean energy and transmission at ACORE. CELI fellow. Retired campaign manager. Kentucky basketball. Opinions mine
Companies like GE killed their coal businesses in the first Trump administration, because there is no amount of political wish-casting that can make it competitive with solar, wind and gas.
I don't think there are any domestic boiler OEMs left. This stuff is a waste of everyone's time.
I don't think there are any domestic boiler OEMs left. This stuff is a waste of everyone's time.
E&E News: West Virginia eyes new coal plants to power AI
Gov. Patrick Morrisey aims to rapidly expand his state's coal- and gas-fired power to fuel the “AI and technology arms race.”
subscriber.politicopro.com
September 15, 2025 at 3:02 PM
Companies like GE killed their coal businesses in the first Trump administration, because there is no amount of political wish-casting that can make it competitive with solar, wind and gas.
I don't think there are any domestic boiler OEMs left. This stuff is a waste of everyone's time.
I don't think there are any domestic boiler OEMs left. This stuff is a waste of everyone's time.
The politics of utility bills are going to get a lot gnarlier than people expect.
Indiana restaurant announces it will no longer serve power company employees
A sign was posted outside of the business, with the message written in red.
local12.com
August 29, 2025 at 10:56 AM
The politics of utility bills are going to get a lot gnarlier than people expect.
Reposted by Jonathan Geldof
Public financing of Tx offers significant savings for ratepayers! In this research note, @buddyyakov.bsky.social & I argue replacing equity in IOU capital stacks won’t harm utility credit ratings. Rather, using cheaper debt will preserve IOU rate-basing capacity.
publicenterprise.org/report/resea...
publicenterprise.org/report/resea...
Research note: Evaluating the impacts from reducing equity in investor-owned utility capital stacks in California
Read the full report here.
Investor owned utilities (IOUs) have often presented concerns that the public development and financing of critical energy infrastructure such as transmission would weake...
publicenterprise.org
August 28, 2025 at 2:30 PM
Public financing of Tx offers significant savings for ratepayers! In this research note, @buddyyakov.bsky.social & I argue replacing equity in IOU capital stacks won’t harm utility credit ratings. Rather, using cheaper debt will preserve IOU rate-basing capacity.
publicenterprise.org/report/resea...
publicenterprise.org/report/resea...
This is the way. Transmission is as important for new load - much of it critical to economic and national security - as it is for new generation.
nationalinterest.org/blog/energy-...
nationalinterest.org/blog/energy-...
Infrastructure for the Next Century: Transmission as a Strategic Asset
Transmission is the backbone of America’s energy future, securing national defense, powering AI and industry, and ensuring resilience against economic shocks and adversarial threats.
nationalinterest.org
August 27, 2025 at 4:38 PM
This is the way. Transmission is as important for new load - much of it critical to economic and national security - as it is for new generation.
nationalinterest.org/blog/energy-...
nationalinterest.org/blog/energy-...
RFK Jr claims that windmills are "wiping out the whale population" in the Atlantic
August 26, 2025 at 7:31 PM
Reposted by Jonathan Geldof
🚨Pretty big news out of MISO this morning. A continuing LOLE error that has existed since 2017 has resulted in a "total financial impact based on net positions [of] approximately $280 million." In other words, load was over-charged.
cdn.misoenergy.org/20250820%20R...
cdn.misoenergy.org/20250820%20R...
cdn.misoenergy.org
August 20, 2025 at 3:03 PM
🚨Pretty big news out of MISO this morning. A continuing LOLE error that has existed since 2017 has resulted in a "total financial impact based on net positions [of] approximately $280 million." In other words, load was over-charged.
cdn.misoenergy.org/20250820%20R...
cdn.misoenergy.org/20250820%20R...
Highlights from AEPs earnings call this morning --
😨 24GW additional contracted load since last quarter, backed by signed LOAs. 18GW data centers (lotta crypto in addition to AI)
🔋 Believe all of $10B in current renewable projects will be credit eligible post OB3
♻️ Disappointing on reconductoring
😨 24GW additional contracted load since last quarter, backed by signed LOAs. 18GW data centers (lotta crypto in addition to AI)
🔋 Believe all of $10B in current renewable projects will be credit eligible post OB3
♻️ Disappointing on reconductoring
July 30, 2025 at 2:05 PM
Highlights from AEPs earnings call this morning --
😨 24GW additional contracted load since last quarter, backed by signed LOAs. 18GW data centers (lotta crypto in addition to AI)
🔋 Believe all of $10B in current renewable projects will be credit eligible post OB3
♻️ Disappointing on reconductoring
😨 24GW additional contracted load since last quarter, backed by signed LOAs. 18GW data centers (lotta crypto in addition to AI)
🔋 Believe all of $10B in current renewable projects will be credit eligible post OB3
♻️ Disappointing on reconductoring
PJM's attitude towards ratepayers and elected officials within its territory has been off-putting to say the least. I'm impressed with this op-ed by David Lapp at the Office of People's Counsel in MD, which I think makes the argument very persuasively:
www.utilitydive.com/news/pjm-ceo...
www.utilitydive.com/news/pjm-ceo...
PJM leadership openings are an opportunity to chart a new course
Rather than addressing the root causes of its problems, the organization blames states for supply and infrastructure shortages, often defending the very policies that are driving up customer costs.
www.utilitydive.com
July 22, 2025 at 4:58 PM
PJM's attitude towards ratepayers and elected officials within its territory has been off-putting to say the least. I'm impressed with this op-ed by David Lapp at the Office of People's Counsel in MD, which I think makes the argument very persuasively:
www.utilitydive.com/news/pjm-ceo...
www.utilitydive.com/news/pjm-ceo...
Really interesting report surveying the folks actually building new data centers. Unsurprisingly, power is the main constraint. I was particularly interested in the below chart that demonstrates how wide the gap is between solar+BESS and second choices:
alphastruxure.com/wp-content/u...
alphastruxure.com/wp-content/u...
May 6, 2025 at 2:07 PM
Really interesting report surveying the folks actually building new data centers. Unsurprisingly, power is the main constraint. I was particularly interested in the below chart that demonstrates how wide the gap is between solar+BESS and second choices:
alphastruxure.com/wp-content/u...
alphastruxure.com/wp-content/u...
Sens. Blackburn and Hagerty are correct that TVA's board is unequipped to provide meaningful oversight to the agency. We need a firm hand at the helm, both at the board and in the CEO's office.
www.powermag.com/americas-nuc...
www.powermag.com/americas-nuc...
America's Nuclear Renaissance: How the TVA Can Lead Our Energy Future
Senators Blackburn and Hagerty call for leadership reform at TVA to spearhead America's nuclear revival and compete with China through small modular reactor technology.
www.powermag.com
March 24, 2025 at 3:22 PM
Sens. Blackburn and Hagerty are correct that TVA's board is unequipped to provide meaningful oversight to the agency. We need a firm hand at the helm, both at the board and in the CEO's office.
www.powermag.com/americas-nuc...
www.powermag.com/americas-nuc...
Reposted by Jonathan Geldof
‼️ the trump admin today approved a transmission line for a solar project in california and said it would help meet energy security goals
only in trump’s america is this absolutely massive news — but it is that level of surprising
www.blm.gov/press-releas...
only in trump’s america is this absolutely massive news — but it is that level of surprising
www.blm.gov/press-releas...
BLM approves Sapphire gen-tie transmission line and facilities | Bureau of Land Management
oday the Bureau of Land Management helped Unleash American Energy by approving the Sapphire gen-tie transmission line and facilities project on approximately 40 acres of public lands in eastern Rivers...
www.blm.gov
March 14, 2025 at 5:19 PM
‼️ the trump admin today approved a transmission line for a solar project in california and said it would help meet energy security goals
only in trump’s america is this absolutely massive news — but it is that level of surprising
www.blm.gov/press-releas...
only in trump’s america is this absolutely massive news — but it is that level of surprising
www.blm.gov/press-releas...
Good stuff from former FERC Chair Chatterjee -- www.utilitydive.com/news/ai-data...
Beating China on AI requires all available grid solutions
We will need all available transmission tools — including grid-enhancing technologies and high-performance conductors — to meet the growing demand for power from data centers.
www.utilitydive.com
March 12, 2025 at 2:21 PM
Good stuff from former FERC Chair Chatterjee -- www.utilitydive.com/news/ai-data...
Reposted by Jonathan Geldof
Regulated utilities--the companies who determine what you pay for electricity--told Congress under oath this week what multiple independent studies have already confirmed: repealing tax credits will "immediately harm rate payers."
subscriber.politicopro.com/article/eene...
subscriber.politicopro.com/article/eene...
E&E News: Utility operators go to bat for IRA tax credits
The power industry defended green energy tax credits at a House hearing. Lawmakers also focused on grid reliability amid rising demand from data centers.
subscriber.politicopro.com
March 6, 2025 at 3:43 PM
Regulated utilities--the companies who determine what you pay for electricity--told Congress under oath this week what multiple independent studies have already confirmed: repealing tax credits will "immediately harm rate payers."
subscriber.politicopro.com/article/eene...
subscriber.politicopro.com/article/eene...
Reposted by Jonathan Geldof
This is how officials celebrated the Baltic states' synchronization with continental Europe's power grid.
⚡️⚡️
Pretty awesome:
⚡️⚡️
Pretty awesome:
February 9, 2025 at 10:35 PM
This is how officials celebrated the Baltic states' synchronization with continental Europe's power grid.
⚡️⚡️
Pretty awesome:
⚡️⚡️
Pretty awesome:
Reposted by Jonathan Geldof
As power demand rises, TVA board needs information from independent experts, says renewable energy group.
Federally-owned utility serves 9 million people across seven states, including Kentucky.
@liamniemeyer.bsky.social kentuckylantern.com/2025/01/30/c...
Federally-owned utility serves 9 million people across seven states, including Kentucky.
@liamniemeyer.bsky.social kentuckylantern.com/2025/01/30/c...
Congress urged to reform TVA to improve transparency, decision making • Kentucky Lantern
Congress should reform the Tennessee Valley Authority’s governance and planning, a renewable energy group says in a new report.
kentuckylantern.com
January 30, 2025 at 11:22 PM
As power demand rises, TVA board needs information from independent experts, says renewable energy group.
Federally-owned utility serves 9 million people across seven states, including Kentucky.
@liamniemeyer.bsky.social kentuckylantern.com/2025/01/30/c...
Federally-owned utility serves 9 million people across seven states, including Kentucky.
@liamniemeyer.bsky.social kentuckylantern.com/2025/01/30/c...
This feels like the inevitable outcome of massive sports betting+huge disparities between NIL money between schools and even between players on the same teams. Of course some kids are going to look to cash in.
This has been gurgling in college basketball for months. Unclear if/when and how many schools ultimately will be named in the purported federal inquiry. My sourcing on this echoes some of Pat's below: It's believed at least a half-dozen players at mid-/low-major programs have been investigated.
NEWS: A federal investigation into an organized web of attempted game fixing at the NBA and college levels is progressing, sources tell. SI. Miami Heat guard Terry Rozier is the latest name implicated. Multiple colleges could be involved. bit.ly/42vTA2D
January 30, 2025 at 9:14 PM
This feels like the inevitable outcome of massive sports betting+huge disparities between NIL money between schools and even between players on the same teams. Of course some kids are going to look to cash in.
Happening today! TVA is one of the largest power providers in the country, but we don't talk about it much. Join us for a discussion of what better transmission and interconnection in the region can look like.
www.eventbrite.com/e/tvas-trans...
www.eventbrite.com/e/tvas-trans...
TVA’s Transmission Troubles: Congressional Options for Reform
Join The American Council on Renewable Energy (ACORE) and SREA for this upcoming webinar on January 30.
www.eventbrite.com
January 30, 2025 at 2:10 PM
Happening today! TVA is one of the largest power providers in the country, but we don't talk about it much. Join us for a discussion of what better transmission and interconnection in the region can look like.
www.eventbrite.com/e/tvas-trans...
www.eventbrite.com/e/tvas-trans...
Join us on 1/30 at 1:00PM for a discussion of TVA's transmission and generation planning (or lack thereof).
#EnergySky
www.eventbrite.com/e/tvas-trans...
#EnergySky
www.eventbrite.com/e/tvas-trans...
TVA’s Transmission Troubles: Congressional Options for Reform
Join The American Council on Renewable Energy (ACORE) and SREA for this upcoming webinar on January 30.
www.eventbrite.com
January 27, 2025 at 3:06 PM
Join us on 1/30 at 1:00PM for a discussion of TVA's transmission and generation planning (or lack thereof).
#EnergySky
www.eventbrite.com/e/tvas-trans...
#EnergySky
www.eventbrite.com/e/tvas-trans...
The emergence of 5GW data centers is on the horizon - before most planned 1GW data centers are even built.
#EnergySky
www.datacenterdynamics.com/en/news/micr...
#EnergySky
www.datacenterdynamics.com/en/news/micr...
Microsoft & OpenAI consider $100bn, 5GW 'Stargate' AI data center - report
Enormous supercomputer could launch in 2028
www.datacenterdynamics.com
January 22, 2025 at 3:54 PM
The emergence of 5GW data centers is on the horizon - before most planned 1GW data centers are even built.
#EnergySky
www.datacenterdynamics.com/en/news/micr...
#EnergySky
www.datacenterdynamics.com/en/news/micr...
A good (and timely!) piece on the dynamics facing landowners interested in hosting wind turbines (which often pay ~$10k annually) amid community opposition.
#EnergySky
#EnergySky
Would You Put a Wind Turbine on Your Farm? - Ambrook Research
More than 90 percent of land-based wind turbines operate on private farmland. But when a wind company comes calling, the response from farmers and their neighbors can be hard to predict.
ambrook.com
January 21, 2025 at 2:38 PM
A good (and timely!) piece on the dynamics facing landowners interested in hosting wind turbines (which often pay ~$10k annually) amid community opposition.
#EnergySky
#EnergySky
Reposted by Jonathan Geldof
If the new Energy Secretary is serious about an abundance agenda and energy dominance, he should wholeheartedly embrace his role at DOE to finalize these loans and secure financing for even more utilities to reduce rates and improve reliability.
January 16, 2025 at 5:29 PM
If the new Energy Secretary is serious about an abundance agenda and energy dominance, he should wholeheartedly embrace his role at DOE to finalize these loans and secure financing for even more utilities to reduce rates and improve reliability.
Reposted by Jonathan Geldof
-AI race is straining the grid
-Inflation has left many Americans struggling to pay bills
-Extreme weather has left millions w/o power
"A common thread among these seemingly disparate challenges is a lack of adequate transmission lines." -
@krorourke.bsky.social
www.tdworld.com/utility-busi...
-Inflation has left many Americans struggling to pay bills
-Extreme weather has left millions w/o power
"A common thread among these seemingly disparate challenges is a lack of adequate transmission lines." -
@krorourke.bsky.social
www.tdworld.com/utility-busi...
Infrastructure Investment: The Key to Energy Dominance & Economic Prosperity
A common thread among these seemingly disparate challenges is a lack of adequate transmission lines connecting America’s balkanized power grids.
www.tdworld.com
January 9, 2025 at 8:40 PM
-AI race is straining the grid
-Inflation has left many Americans struggling to pay bills
-Extreme weather has left millions w/o power
"A common thread among these seemingly disparate challenges is a lack of adequate transmission lines." -
@krorourke.bsky.social
www.tdworld.com/utility-busi...
-Inflation has left many Americans struggling to pay bills
-Extreme weather has left millions w/o power
"A common thread among these seemingly disparate challenges is a lack of adequate transmission lines." -
@krorourke.bsky.social
www.tdworld.com/utility-busi...
Good piece on the crucial role of #HVDC in the global energy transition. Across three major cable manufacturers - Hitachi, Prysmian, and NKT - the order backlog is roughly $50 billion.
The backlog is so bad that megaprojects like Xlinks (MOR-UK) and Suncable (AUS-SIN) are investing in their own 🏭.
The backlog is so bad that megaprojects like Xlinks (MOR-UK) and Suncable (AUS-SIN) are investing in their own 🏭.
Building the Backbone of the Global Energy Transition: COP29’s Transmission Pledge
COP29 highlights the urgent need for HVDC investment to drive the global energy transition.
www.tdworld.com
January 7, 2025 at 3:21 PM
Good piece on the crucial role of #HVDC in the global energy transition. Across three major cable manufacturers - Hitachi, Prysmian, and NKT - the order backlog is roughly $50 billion.
The backlog is so bad that megaprojects like Xlinks (MOR-UK) and Suncable (AUS-SIN) are investing in their own 🏭.
The backlog is so bad that megaprojects like Xlinks (MOR-UK) and Suncable (AUS-SIN) are investing in their own 🏭.