Jigar Shah
@jigarshahdc.bsky.social
husband, dad, focused on elevating American entrepreneurs and innovators to achieve energy abundance by deploying at scale. It's simple, not easy. https://www.linkedin.com/in/jigarshahdc/
Batteries simple help to shift peaks so that you can use the existing infrastructure more cost effectively. Most of our distribution wires could double their capacity utilization.
You still need to build out all of the generation folks were going to do. But you save $550b in wire/substation capex
You still need to build out all of the generation folks were going to do. But you save $550b in wire/substation capex
November 15, 2025 at 1:37 PM
Batteries simple help to shift peaks so that you can use the existing infrastructure more cost effectively. Most of our distribution wires could double their capacity utilization.
You still need to build out all of the generation folks were going to do. But you save $550b in wire/substation capex
You still need to build out all of the generation folks were going to do. But you save $550b in wire/substation capex
Clean Energy accounted for all electricity growth this year. Gas/Coal were basically a wash and will be for years to come for electricity generation.
We need to ramp up batteries because they are 90% cheaper than distribution grid upgrades which is the main reason we have rate increases.
We need to ramp up batteries because they are 90% cheaper than distribution grid upgrades which is the main reason we have rate increases.
November 14, 2025 at 4:06 AM
Clean Energy accounted for all electricity growth this year. Gas/Coal were basically a wash and will be for years to come for electricity generation.
We need to ramp up batteries because they are 90% cheaper than distribution grid upgrades which is the main reason we have rate increases.
We need to ramp up batteries because they are 90% cheaper than distribution grid upgrades which is the main reason we have rate increases.
DERVOS was amazing this year!
DERs and demand flexibility are one of the few tools that can be deployed at scale over the next few years to reduce electricity rate increases across the country
DERs and demand flexibility are one of the few tools that can be deployed at scale over the next few years to reduce electricity rate increases across the country
October 18, 2025 at 7:16 PM
DERVOS was amazing this year!
DERs and demand flexibility are one of the few tools that can be deployed at scale over the next few years to reduce electricity rate increases across the country
DERs and demand flexibility are one of the few tools that can be deployed at scale over the next few years to reduce electricity rate increases across the country
Here you go: www.exponentialview.co/p/is-ai-a-bu...
October 10, 2025 at 6:26 PM
Here you go: www.exponentialview.co/p/is-ai-a-bu...
Good data here: www.exponentialview.co/p/is-ai-a-bu...
October 10, 2025 at 12:41 PM
Good data here: www.exponentialview.co/p/is-ai-a-bu...
What is fascinating here is that NJ is dominated by nuclear and natural gas generation. The fact there was too much nuclear and natural gas generation that drove coal plants out of business is not the fault of "renewables." Coal was shut down by plentiful NatGas.
October 5, 2025 at 6:43 PM
What is fascinating here is that NJ is dominated by nuclear and natural gas generation. The fact there was too much nuclear and natural gas generation that drove coal plants out of business is not the fault of "renewables." Coal was shut down by plentiful NatGas.
Wow, demand flexibility has been in the news a lot the last few weeks. It is one of the few tools that can be deployed at scale over the next few years to eliminate rate increases across the country. Sign up here to join me in October in NYC and meet the people making it happen! luma.com/dervos2025
September 29, 2025 at 10:25 PM
Wow, demand flexibility has been in the news a lot the last few weeks. It is one of the few tools that can be deployed at scale over the next few years to eliminate rate increases across the country. Sign up here to join me in October in NYC and meet the people making it happen! luma.com/dervos2025
We are well on our way for 160GW of Virtual Power Plants to be enrolled in demand flexibility programs by 2030. Behind-the-meter batteries, water heaters, thermostats, EV chargers, so many new devices come with an app on your phone so they can be enrolled to give the payer a 20% bill discount
September 21, 2025 at 7:10 PM
We are well on our way for 160GW of Virtual Power Plants to be enrolled in demand flexibility programs by 2030. Behind-the-meter batteries, water heaters, thermostats, EV chargers, so many new devices come with an app on your phone so they can be enrolled to give the payer a 20% bill discount
We are adding batteries at a record pace. Almost 12 GW of new capacity in 2024. The next four years we will add more battery capacity than ever before and more capacity than NG will add. The duration is going from 2 hours to 6 hours.
September 21, 2025 at 7:05 PM
We are adding batteries at a record pace. Almost 12 GW of new capacity in 2024. The next four years we will add more battery capacity than ever before and more capacity than NG will add. The duration is going from 2 hours to 6 hours.
Today our transmission grid capacity is only used about 55% of the time. Our distribution grid, less than 30% of the time. But for 50-100 hours a year everything could be used close to 100% of their capacity — so we overinvest in those hours.
@tnorris.bsky.social
@tnorris.bsky.social
September 21, 2025 at 7:04 PM
Today our transmission grid capacity is only used about 55% of the time. Our distribution grid, less than 30% of the time. But for 50-100 hours a year everything could be used close to 100% of their capacity — so we overinvest in those hours.
@tnorris.bsky.social
@tnorris.bsky.social
So why are electricity rates going up?
Because we build our grid for the day when everyone turns everything on. This could be the hottest week, coldest week, when a strategic power plants need unexpected maintenance. Demand can do whatever it wants and supply has to compensate.
Because we build our grid for the day when everyone turns everything on. This could be the hottest week, coldest week, when a strategic power plants need unexpected maintenance. Demand can do whatever it wants and supply has to compensate.
September 21, 2025 at 7:03 PM
So why are electricity rates going up?
Because we build our grid for the day when everyone turns everything on. This could be the hottest week, coldest week, when a strategic power plants need unexpected maintenance. Demand can do whatever it wants and supply has to compensate.
Because we build our grid for the day when everyone turns everything on. This could be the hottest week, coldest week, when a strategic power plants need unexpected maintenance. Demand can do whatever it wants and supply has to compensate.
Global ICE sales peaked in 2016 at 80.47 million autos and fell to 62.05 million in 2024! They will fall further as EV sales continue to grow around the World.
EV sales may be 30 million in 2028, pushing ICE below 50 million.
EV sales may be 30 million in 2028, pushing ICE below 50 million.
August 7, 2025 at 9:01 AM
Global ICE sales peaked in 2016 at 80.47 million autos and fell to 62.05 million in 2024! They will fall further as EV sales continue to grow around the World.
EV sales may be 30 million in 2028, pushing ICE below 50 million.
EV sales may be 30 million in 2028, pushing ICE below 50 million.
The peak demand for the entire island averages less than 1,700 MWs. This means that these batteries can back up a substantial portion of the grid.
August 3, 2025 at 8:06 PM
The peak demand for the entire island averages less than 1,700 MWs. This means that these batteries can back up a substantial portion of the grid.
This graph is just Lithium Ion. I think you will see a big jump in 8 hour batteries next year as well.
July 8, 2025 at 10:26 PM
This graph is just Lithium Ion. I think you will see a big jump in 8 hour batteries next year as well.
The thing that people don't understand about solar is that the US market is paying prices for modules that are 5X higher than they pay in China and the Rest of World. The whole world is going solar. The US pays more for modules because of tariffs. Blue States have stifling red tape adding more cost.
July 2, 2025 at 11:36 AM
The thing that people don't understand about solar is that the US market is paying prices for modules that are 5X higher than they pay in China and the Rest of World. The whole world is going solar. The US pays more for modules because of tariffs. Blue States have stifling red tape adding more cost.
The only way to meet most of our electricity growth for the next 5 years is through deploying clean energy at scale. The rest of the technologies will just take longer. We should still pursue them, but let’s not reduce economic growth today over the politicization of energy. secureusenergy.org
June 26, 2025 at 8:17 PM
The only way to meet most of our electricity growth for the next 5 years is through deploying clean energy at scale. The rest of the technologies will just take longer. We should still pursue them, but let’s not reduce economic growth today over the politicization of energy. secureusenergy.org
Glad to see the folks at DOE that were unfairly let go are getting an opportunity to come back to the Government. There is a right way to “rightsize” the Government but it requires planning and focus on the accomplishing the mission. Many will choose to not come back by the 21st but I hope most do!
March 14, 2025 at 9:18 PM
Glad to see the folks at DOE that were unfairly let go are getting an opportunity to come back to the Government. There is a right way to “rightsize” the Government but it requires planning and focus on the accomplishing the mission. Many will choose to not come back by the 21st but I hope most do!
Good to see @nexteraenergy talking about why #solar and #wind are dominating new electricity. Their NatGas costs are high due to $1,500/kw costs and massive gas pipeline challenges. Their nuclear costs are a bit higher than everyone else’s numbers probably on disagreements over IRA incentives
January 24, 2025 at 4:16 PM
Big Day for Sustainable Aviation Fuels!
- Closing $1.6 billion loan for Montana Renewables’ Great Falls, Montana facility
- Section 45Z tax credit - in effect now and is for sustainable aviation fuel (SAF) and non-SAF transportation fuels
- ~$24B of active SAF loan requests
- Closing $1.6 billion loan for Montana Renewables’ Great Falls, Montana facility
- Section 45Z tax credit - in effect now and is for sustainable aviation fuel (SAF) and non-SAF transportation fuels
- ~$24B of active SAF loan requests
January 11, 2025 at 12:27 AM
Big Day for Sustainable Aviation Fuels!
- Closing $1.6 billion loan for Montana Renewables’ Great Falls, Montana facility
- Section 45Z tax credit - in effect now and is for sustainable aviation fuel (SAF) and non-SAF transportation fuels
- ~$24B of active SAF loan requests
- Closing $1.6 billion loan for Montana Renewables’ Great Falls, Montana facility
- Section 45Z tax credit - in effect now and is for sustainable aviation fuel (SAF) and non-SAF transportation fuels
- ~$24B of active SAF loan requests
We also invested in #criticalminerals. Important to the onshoring and reshoring of the entire supply chain and providing much needed diversity that automakers are seeking for important materials.
energy.gov/lpo/articles...
energy.gov/lpo/articles...
December 17, 2024 at 10:56 PM
We also invested in #criticalminerals. Important to the onshoring and reshoring of the entire supply chain and providing much needed diversity that automakers are seeking for important materials.
energy.gov/lpo/articles...
energy.gov/lpo/articles...
With these eight new facilities the US battery mfg capacity will be at ~400GWh, enough to provide batteries to meet the 50% EV and plug-in hybrid EV goal by 2030. Also provided grants to the next generation technologies to leapfrog our foreign competitors.
December 17, 2024 at 10:55 PM
With these eight new facilities the US battery mfg capacity will be at ~400GWh, enough to provide batteries to meet the 50% EV and plug-in hybrid EV goal by 2030. Also provided grants to the next generation technologies to leapfrog our foreign competitors.
Today we announce our second Utility loan using the Energy Infrastructure Reinvestment program. The program was designed to help Utilities and the Oil & Gas sectors get more life out of the right-of-ways/infrastructure they have already paid for. Overall, customers will save over $30B in interest.
December 17, 2024 at 12:28 PM
Today we announce our second Utility loan using the Energy Infrastructure Reinvestment program. The program was designed to help Utilities and the Oil & Gas sectors get more life out of the right-of-ways/infrastructure they have already paid for. Overall, customers will save over $30B in interest.
We just announced our first Electric Utility loan under the Energy Infrastructure Reinvestment Program. Once we process the $100B+ loan applications we have received, ratepayers will save over $1B per year in interest costs. This program requires that 100% of all interest savings go to customers.
December 15, 2024 at 12:17 AM
We just announced our first Electric Utility loan under the Energy Infrastructure Reinvestment Program. Once we process the $100B+ loan applications we have received, ratepayers will save over $1B per year in interest costs. This program requires that 100% of all interest savings go to customers.
Equity Investors have been making more money the last five years on clean energy champions than on oil majors. There will always be failures, but overall spending on clean energy in going up as costs come down while global oil growth is going sideways.
December 7, 2024 at 10:53 PM
Equity Investors have been making more money the last five years on clean energy champions than on oil majors. There will always be failures, but overall spending on clean energy in going up as costs come down while global oil growth is going sideways.
Never too late to apply. All good applications are welcome!
December 7, 2024 at 5:21 AM
Never too late to apply. All good applications are welcome!