Tim Hade
@timhade.bsky.social
Husband, Dad, Co-Founder @ScaleMicrogrids, Veteran @usairforce
We’re going to find a way
We’re going to find a way
Great episode Ari. I learned a lot. Thanks for all you’re doing!
April 27, 2025 at 1:55 PM
Great episode Ari. I learned a lot. Thanks for all you’re doing!
I disagree.
IMO being a IOU CEO is the hardest job in energy. It’s basically impossible to do well, and when you mess up it kills people and causes $Bs of damage.
Plus, the job itself really sucks. Everyone just yells at you constantly.
That’s why getting good people costs $$$$
IMO being a IOU CEO is the hardest job in energy. It’s basically impossible to do well, and when you mess up it kills people and causes $Bs of damage.
Plus, the job itself really sucks. Everyone just yells at you constantly.
That’s why getting good people costs $$$$
April 24, 2025 at 3:58 AM
I disagree.
IMO being a IOU CEO is the hardest job in energy. It’s basically impossible to do well, and when you mess up it kills people and causes $Bs of damage.
Plus, the job itself really sucks. Everyone just yells at you constantly.
That’s why getting good people costs $$$$
IMO being a IOU CEO is the hardest job in energy. It’s basically impossible to do well, and when you mess up it kills people and causes $Bs of damage.
Plus, the job itself really sucks. Everyone just yells at you constantly.
That’s why getting good people costs $$$$
…fundamental problem is that total demand for NG gen exceeds supply.
If we can build ~50 GW of new NG capacity in total over the next 5 years, but a big portion of that is going to non-AI use cases, we’re clearly short supply.
In that world, nothing is obvious.
www.mckinsey.com/industries/p...
If we can build ~50 GW of new NG capacity in total over the next 5 years, but a big portion of that is going to non-AI use cases, we’re clearly short supply.
In that world, nothing is obvious.
www.mckinsey.com/industries/p...
How data centers and the energy sector can sate AI’s hunger for power
The growth of data centers and AI rely on the availability of electric power. Opportunities for investors in power infrastructure and adjacent sectors are quickly emerging.
www.mckinsey.com
April 21, 2025 at 10:38 PM
…fundamental problem is that total demand for NG gen exceeds supply.
If we can build ~50 GW of new NG capacity in total over the next 5 years, but a big portion of that is going to non-AI use cases, we’re clearly short supply.
In that world, nothing is obvious.
www.mckinsey.com/industries/p...
If we can build ~50 GW of new NG capacity in total over the next 5 years, but a big portion of that is going to non-AI use cases, we’re clearly short supply.
In that world, nothing is obvious.
www.mckinsey.com/industries/p...
How many GWs of gas generation capacity do you think we can bring online in the US over the next 5 years? Realistically.
April 19, 2025 at 7:02 PM
How many GWs of gas generation capacity do you think we can bring online in the US over the next 5 years? Realistically.
I think gas engines will play a role too. Not debating that.
But we’re talking about 100+ GW of new demand wanting to come online in the next 5 years.
We don’t have the supply chains to build 100+ GW of NG generation. Hence the problem.
But we’re talking about 100+ GW of new demand wanting to come online in the next 5 years.
We don’t have the supply chains to build 100+ GW of NG generation. Hence the problem.
April 19, 2025 at 7:00 PM
I think gas engines will play a role too. Not debating that.
But we’re talking about 100+ GW of new demand wanting to come online in the next 5 years.
We don’t have the supply chains to build 100+ GW of NG generation. Hence the problem.
But we’re talking about 100+ GW of new demand wanting to come online in the next 5 years.
We don’t have the supply chains to build 100+ GW of NG generation. Hence the problem.
Fair enough, you found someone.
April 19, 2025 at 5:22 PM
Fair enough, you found someone.
Why doesn’t really matter in the context of your argument.
The fact that they are sold out and we don’t have the capacity to make more fast enough is the issue.
I’ve yet to meet anyone interested in expanding turbine manufacturing capacity in this economy, so where are they going to come from?
The fact that they are sold out and we don’t have the capacity to make more fast enough is the issue.
I’ve yet to meet anyone interested in expanding turbine manufacturing capacity in this economy, so where are they going to come from?
April 19, 2025 at 4:47 PM
Why doesn’t really matter in the context of your argument.
The fact that they are sold out and we don’t have the capacity to make more fast enough is the issue.
I’ve yet to meet anyone interested in expanding turbine manufacturing capacity in this economy, so where are they going to come from?
The fact that they are sold out and we don’t have the capacity to make more fast enough is the issue.
I’ve yet to meet anyone interested in expanding turbine manufacturing capacity in this economy, so where are they going to come from?
It’s not obviously correct when the lead time for turbines is 6 years and almost no one wants to invest in more turbine manufacturing capacity.
I’m not disagreeing that NG plays a big role. But nothing is obvious when it comes to scaling AI compute.
I’m not disagreeing that NG plays a big role. But nothing is obvious when it comes to scaling AI compute.
April 19, 2025 at 4:35 PM
It’s not obviously correct when the lead time for turbines is 6 years and almost no one wants to invest in more turbine manufacturing capacity.
I’m not disagreeing that NG plays a big role. But nothing is obvious when it comes to scaling AI compute.
I’m not disagreeing that NG plays a big role. But nothing is obvious when it comes to scaling AI compute.
February 19, 2025 at 3:39 AM
Thank you for your service!
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January 18, 2025 at 10:32 PM
Thank you for your service!
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I don’t know much about Swiss electric system.
Most of California’s electricity grid is outdated. For example, the c hook that broke and caused the Camp Fire in 2018 was 100 years old.
Old electric grid + drought is really bad combination.
Most of California’s electricity grid is outdated. For example, the c hook that broke and caused the Camp Fire in 2018 was 100 years old.
Old electric grid + drought is really bad combination.
January 14, 2025 at 10:24 PM
I don’t know much about Swiss electric system.
Most of California’s electricity grid is outdated. For example, the c hook that broke and caused the Camp Fire in 2018 was 100 years old.
Old electric grid + drought is really bad combination.
Most of California’s electricity grid is outdated. For example, the c hook that broke and caused the Camp Fire in 2018 was 100 years old.
Old electric grid + drought is really bad combination.
FWIW it definitely doesn’t feel like “we’re all in this together” here in SoCal
January 11, 2025 at 1:49 PM
FWIW it definitely doesn’t feel like “we’re all in this together” here in SoCal
Reposted by Tim Hade
The head of the CT public utility commission is an absolute baller, in the running to be my favorite public official in this country: www.volts.wtf/p/a-connecti...
A Connecticut reformer is shaking up utility regulation
Marisa Gillett, chair of Connecticut’s Public Utilities Regulatory Authority (PURA), talks about her aim to reform the cozy regulatory environment enjoyed by the state’s big utilities, PURA’s new Equi...
www.volts.wtf
December 19, 2024 at 7:09 PM
The head of the CT public utility commission is an absolute baller, in the running to be my favorite public official in this country: www.volts.wtf/p/a-connecti...