Joe Deely
@jdeely.bsky.social
Clean Energy, Tech, Progress, MFG in the US, Economics, Science, and Exponential Trends.
Helping to build out a non-profit at Mission City Research.
https://bsky.app/profile/mcresearch.bsky.social
Helping to build out a non-profit at Mission City Research.
https://bsky.app/profile/mcresearch.bsky.social
Reposted by Joe Deely
The September Electric Power Monthly is out from EIA.
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
November 25, 2025 at 11:26 PM
The September Electric Power Monthly is out from EIA.
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
The September Electric Power Monthly is out from EIA.
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
November 25, 2025 at 11:26 PM
The September Electric Power Monthly is out from EIA.
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
www.eia.gov/electricity/...
Looking at the Capacity added to the US grid so far in 2025, we can see that almost 90% comes from Solar and Wind.
#energysky
Is anyone tracking the amount of factory capacity available for batteries in the US?
This Toyota plant has a capacity of 30 GWh. Tesla has 40 GWh of capacity in CA and 10 GWh in NV, with another 50 GWh under construction in TX.
What else?
@michael-thomas.bsky.social
@jrfhanger.bsky.social
This Toyota plant has a capacity of 30 GWh. Tesla has 40 GWh of capacity in CA and 10 GWh in NV, with another 50 GWh under construction in TX.
What else?
@michael-thomas.bsky.social
@jrfhanger.bsky.social
The first batteries rolled off the production line at Toyota’s new $14 billion battery plant in Liberty, North Carolina. The plant will produce batteries for hybrid, plug-in hybrid & electric models, which Toyota plans to make up 70% of its sales by 2030 electrek.co/2025/11/17/t... 🔌💡 🔌🚗
Toyota's 1,850-acre EV battery plant is live, but the company says this is just the start
Toyota’s $14 billion US battery plant is now up and running. The mega site spans 1,850 acres, or about 121...
electrek.co
November 25, 2025 at 5:28 PM
Is anyone tracking the amount of factory capacity available for batteries in the US?
This Toyota plant has a capacity of 30 GWh. Tesla has 40 GWh of capacity in CA and 10 GWh in NV, with another 50 GWh under construction in TX.
What else?
@michael-thomas.bsky.social
@jrfhanger.bsky.social
This Toyota plant has a capacity of 30 GWh. Tesla has 40 GWh of capacity in CA and 10 GWh in NV, with another 50 GWh under construction in TX.
What else?
@michael-thomas.bsky.social
@jrfhanger.bsky.social
A recent EIA article said:
"Although natural gas generation still provides more electricity than any other source in California..."
This is incorrect. If you include rooftop generation, solar is now the largest source.
Q1-Q3 2025
All Solar = 73 TWh
Gas = 54 TWh
www.eia.gov/todayinenerg...
"Although natural gas generation still provides more electricity than any other source in California..."
This is incorrect. If you include rooftop generation, solar is now the largest source.
Q1-Q3 2025
All Solar = 73 TWh
Gas = 54 TWh
www.eia.gov/todayinenerg...
November 25, 2025 at 5:09 PM
A recent EIA article said:
"Although natural gas generation still provides more electricity than any other source in California..."
This is incorrect. If you include rooftop generation, solar is now the largest source.
Q1-Q3 2025
All Solar = 73 TWh
Gas = 54 TWh
www.eia.gov/todayinenerg...
"Although natural gas generation still provides more electricity than any other source in California..."
This is incorrect. If you include rooftop generation, solar is now the largest source.
Q1-Q3 2025
All Solar = 73 TWh
Gas = 54 TWh
www.eia.gov/todayinenerg...
Reposted by Joe Deely
2/2 From my old neighborhood. "The microgrid and pending EV bus delivery bring the VTA one step closer to satisfying California’s mandate that all public transit agencies transition to 100% zero-emission bus fleets by 2040." 🔌💡
www.microgridknowledge.com/microgrids/c...
www.microgridknowledge.com/microgrids/c...
Electrifying Public Transit: Scale Microgrids Building Renewable Energy Microgrid for Santa Clara Valley Transit Authority
The microgrid will include 500 kW of solar canopies, 4 MWh of battery storage and 3 MW of electric vehicle fleet chargers.
www.microgridknowledge.com
November 18, 2025 at 8:17 PM
2/2 From my old neighborhood. "The microgrid and pending EV bus delivery bring the VTA one step closer to satisfying California’s mandate that all public transit agencies transition to 100% zero-emission bus fleets by 2040." 🔌💡
www.microgridknowledge.com/microgrids/c...
www.microgridknowledge.com/microgrids/c...
Wow!
Indiana is definitely a spot to keep an eye on... when it comes to grid demand growth.
Amazon announces another 2.4 GW of data center capacity today. This is in addition to the current Project Rainer in Northern Indiana, which is rated at 2.2 GW.
💡🔌
www.aboutamazon.com/news/company...
Indiana is definitely a spot to keep an eye on... when it comes to grid demand growth.
Amazon announces another 2.4 GW of data center capacity today. This is in addition to the current Project Rainer in Northern Indiana, which is rated at 2.2 GW.
💡🔌
www.aboutamazon.com/news/company...
Amazon plans to invest $15 billion in Northern Indiana to build new data center campuses and advance AI innovation
Planned investment will create 1,100 jobs and support new workforce development training programs and local community projects.
www.aboutamazon.com
November 24, 2025 at 9:59 PM
Wow!
Indiana is definitely a spot to keep an eye on... when it comes to grid demand growth.
Amazon announces another 2.4 GW of data center capacity today. This is in addition to the current Project Rainer in Northern Indiana, which is rated at 2.2 GW.
💡🔌
www.aboutamazon.com/news/company...
Indiana is definitely a spot to keep an eye on... when it comes to grid demand growth.
Amazon announces another 2.4 GW of data center capacity today. This is in addition to the current Project Rainer in Northern Indiana, which is rated at 2.2 GW.
💡🔌
www.aboutamazon.com/news/company...
Great report from @robgramlichdc.bsky.social and folks at Grid Strategies on a possible path for data center demand over the next five years.
This is really tough to predict, but good to have a "stake in the ground" which can be used going forward.
#energysky
This is really tough to predict, but good to have a "stake in the ground" which can be used going forward.
#energysky
Grid Strategies finds 90GW of data centers pushing U.S. peak demand additions to 166GW by 2030, as much as 15 New York Cities. It also found utilities may be overstating DC demand by 40%, highlighting cost risks being pushed onto everyday customers:
www.canarymedia.com/articles/dat...
#energysky
www.canarymedia.com/articles/dat...
#energysky
Data-center power forecasts climb to unreachable heights
Utilities expect electricity growth to reach levels that are hard to fathom — and they’re using those estimates to justify costly new investments in…
www.canarymedia.com
November 19, 2025 at 5:35 PM
Great report from @robgramlichdc.bsky.social and folks at Grid Strategies on a possible path for data center demand over the next five years.
This is really tough to predict, but good to have a "stake in the ground" which can be used going forward.
#energysky
This is really tough to predict, but good to have a "stake in the ground" which can be used going forward.
#energysky
Thanks Nate.
it's awesome! need some other states to allow for it to expand market/bring down cost.
November 14, 2025 at 9:55 PM
Thanks Nate.
@nateforutah.bsky.social - I assume you are already familiar with this... Do you have any other feedback/comments?
Plug-in Solar Rising
Utah passed law, exempting solar systems 1,200 watts or smaller from interconnection rules.
If 5 plus states adopt reforms, study forecasts:
Cost of plug-in solar falls to ~$0.50/watt & payback to 3-4 years.
24 million homes use it!
www.brightsaver.org/whitepaper #energysky
Utah passed law, exempting solar systems 1,200 watts or smaller from interconnection rules.
If 5 plus states adopt reforms, study forecasts:
Cost of plug-in solar falls to ~$0.50/watt & payback to 3-4 years.
24 million homes use it!
www.brightsaver.org/whitepaper #energysky
November 14, 2025 at 6:13 PM
@nateforutah.bsky.social - I assume you are already familiar with this... Do you have any other feedback/comments?
Reposted by Joe Deely
2/3 Flying home Friday I saw many naked roofs. With electricity costs outpacing inflation I wonder why we don't see more of these. Kudos to United Natural Foods "the 6.7-megawatt solar array generates enough electricity to power roughly 1,500 homes annually." 🔌💡
www.utilitydive.com/news/unfi-co...
www.utilitydive.com/news/unfi-co...
Wholesale food giant completes largest rooftop solar project to date
The array atop a United Natural Foods’ California distribution center is expected to meet approximately 80% of the facility's electricity needs. Other grocery companies have also turned to solar energ...
www.utilitydive.com
November 9, 2025 at 10:16 PM
2/3 Flying home Friday I saw many naked roofs. With electricity costs outpacing inflation I wonder why we don't see more of these. Kudos to United Natural Foods "the 6.7-megawatt solar array generates enough electricity to power roughly 1,500 homes annually." 🔌💡
www.utilitydive.com/news/unfi-co...
www.utilitydive.com/news/unfi-co...
Reposted by Joe Deely
Yeah, you need to be at like $20/MWh in the US to compete with gas for heat
November 3, 2025 at 7:41 PM
Yeah, you need to be at like $20/MWh in the US to compete with gas for heat
Reposted by Joe Deely
This table needs updating.
But might be still useful.
Enertime has a new name now.
Also @janrosenow.bsky.social has started making a map of companies involved in industrial heat tech.
But might be still useful.
Enertime has a new name now.
Also @janrosenow.bsky.social has started making a map of companies involved in industrial heat tech.
November 3, 2025 at 9:36 PM
This table needs updating.
But might be still useful.
Enertime has a new name now.
Also @janrosenow.bsky.social has started making a map of companies involved in industrial heat tech.
But might be still useful.
Enertime has a new name now.
Also @janrosenow.bsky.social has started making a map of companies involved in industrial heat tech.
Reposted by Joe Deely
Also energy storage
(Includes Rondo)
(Includes Rondo)
November 3, 2025 at 9:38 PM
Also energy storage
(Includes Rondo)
(Includes Rondo)
Reposted by Joe Deely
I think this is really important for the long run. Right now though, companies are willing to pay more than fossil cost for green power. Reputation is valuable.
In the medium term, these local-solar heat battery solutions are a form of hedging. But mostly I think companies are trying it out.
In the medium term, these local-solar heat battery solutions are a form of hedging. But mostly I think companies are trying it out.
November 3, 2025 at 11:51 PM
I think this is really important for the long run. Right now though, companies are willing to pay more than fossil cost for green power. Reputation is valuable.
In the medium term, these local-solar heat battery solutions are a form of hedging. But mostly I think companies are trying it out.
In the medium term, these local-solar heat battery solutions are a form of hedging. But mostly I think companies are trying it out.
Love this concept ...
Redwood Material has built a "black box" to connect a hodgepodge of used batteries into a cheaper BESS.
Every year, the supply of used batteries will grow. Ten years from now, a big chunk of BESS projects across the US will be developed with second-life batteries.
💡🔌
Redwood Material has built a "black box" to connect a hodgepodge of used batteries into a cheaper BESS.
Every year, the supply of used batteries will grow. Ten years from now, a big chunk of BESS projects across the US will be developed with second-life batteries.
💡🔌
November 3, 2025 at 7:49 PM
Love this concept ...
Redwood Material has built a "black box" to connect a hodgepodge of used batteries into a cheaper BESS.
Every year, the supply of used batteries will grow. Ten years from now, a big chunk of BESS projects across the US will be developed with second-life batteries.
💡🔌
Redwood Material has built a "black box" to connect a hodgepodge of used batteries into a cheaper BESS.
Every year, the supply of used batteries will grow. Ten years from now, a big chunk of BESS projects across the US will be developed with second-life batteries.
💡🔌
Interesting to see that solar now shows up in second place for hourly fuel share across the US.
Currently, only a few hours a week, but let's see how this changes over the coming years.
#energysky
Currently, only a few hours a week, but let's see how this changes over the coming years.
#energysky
October 18, 2025 at 7:58 PM
Interesting to see that solar now shows up in second place for hourly fuel share across the US.
Currently, only a few hours a week, but let's see how this changes over the coming years.
#energysky
Currently, only a few hours a week, but let's see how this changes over the coming years.
#energysky
Is this one of the most under-reported stories out there? This product looks like it is the answer to electrifying industrial heat.
Am I missing something?
Am I missing something?
Rondo Energy begins commercial operations of the world's largest industrial heat battery — 100 MWh — capable of converting low-cost electricity from wind & solar into heat at >1000°C and supply constant heating needs for industrial processes. 🔌💡
share.google/rniuYqTcGHfo...
share.google/rniuYqTcGHfo...
'World’s largest' industrial heat battery is online and solar-powered
Rondo Energy launches the world's largest industrial heat battery in California, delivering 24/7 steam and heat powered by renewables.
share.google
October 18, 2025 at 3:45 PM
Is this one of the most under-reported stories out there? This product looks like it is the answer to electrifying industrial heat.
Am I missing something?
Am I missing something?
This recent press release ticks all the boxes.
- New 50MW/200 MWh battery in Arizona
- Behind the meter!
- Helping to power a new electric arc furnace at a Nucor steel plant
Within five years, we are gonna see batteries everywhere.
#WesternGrid
#energysky
ir.ameresco.com/news-events/...
- New 50MW/200 MWh battery in Arizona
- Behind the meter!
- Helping to power a new electric arc furnace at a Nucor steel plant
Within five years, we are gonna see batteries everywhere.
#WesternGrid
#energysky
ir.ameresco.com/news-events/...
Ameresco Announces 50MW Battery Energy Storage Asset to Enhance Resiliency and Energy Security
The Battery Energy Storage System (BESS) is the largest behind-the-meter (BTM) project in Arizona and ranks as the fourth largest BTM installation…
ir.ameresco.com
October 17, 2025 at 6:29 PM
You gotta love unintended consequences...
A billion dollars’ worth of aluminum cans end up in U.S. landfills every year.
With producers looking to curb their emissions and tariffs raising the price of virgin materials, that trash has never been more valuable.
With producers looking to curb their emissions and tariffs raising the price of virgin materials, that trash has never been more valuable.
Trump’s tariffs spur US aluminum industry to boost recycling
Producers were already looking to recycled aluminum to help lower carbon emissions. Now, under Trump’s trade policy, demand for scrap is even higher.
www.canarymedia.com
October 2, 2025 at 4:45 PM
You gotta love unintended consequences...
This may be true for the US, but the Western US continues to lower its fossil fuel usage at a steady pace.
The estimate for 2025 is based on the data reported thru July.
#energysky
The estimate for 2025 is based on the data reported thru July.
#energysky
September 24, 2025 at 4:36 PM
This may be true for the US, but the Western US continues to lower its fossil fuel usage at a steady pace.
The estimate for 2025 is based on the data reported thru July.
#energysky
The estimate for 2025 is based on the data reported thru July.
#energysky
About 50-60 GWh of battery storage was added in the US over the last 18 months.
The total is now about 100 GWh. It would be nice to see this grow to 500 GWh by 2030.
The total is now about 100 GWh. It would be nice to see this grow to 500 GWh by 2030.
As Megapacks have increased from 3.9 to 5 MWh, Megafactories manufacturing capacity has now stretch from 40 GWh/year towards 50 since the internals of the packs are the main change and they drive density gains.
‘25 year lifetime…248MWh AC-per-acre…four Tesla Megapacks, a transformer & switchgear’
‘25 year lifetime…248MWh AC-per-acre…four Tesla Megapacks, a transformer & switchgear’
Tesla launches integrated 20MWh Megapack BESS solution
Tesla announced its new integrated 20MWh battery energy storage system (BESS) solution, the Tesla Megablock, on 8 September in Las Vegas, US.
www.energy-storage.news
September 21, 2025 at 5:20 PM
About 50-60 GWh of battery storage was added in the US over the last 18 months.
The total is now about 100 GWh. It would be nice to see this grow to 500 GWh by 2030.
The total is now about 100 GWh. It would be nice to see this grow to 500 GWh by 2030.
Let's see more of this...
I'm sure @dustinmulvaney.bsky.social is all over this, but just in case. @mariagallucci.bsky.social tells us "putting panels over 8K miles of federally owned canals and aqueducts could generate over 25 GW of renewable energy — enough to power nearly 20M homes" 🔌💡
www.canarymedia.com/articles/sol...
www.canarymedia.com/articles/sol...
California's first solar-covered canal is now fully online
The 1.6-MW pilot system is among a growing number of initiatives to put solar over waterways. The approach could generate gigawatts of power nationwide.
www.canarymedia.com
September 12, 2025 at 1:17 AM
Let's see more of this...
Gonna need a LOT of new transformers...
The new $457 million transformer production facility in South Boston, Virginia, is expected to begin operations in 2028. 🔌💡
www.utilitydive.com/news/hitachi...
www.utilitydive.com/news/hitachi...
Hitachi unveils $1B grid manufacturing investment, including Virginia transformer factory
The new $457 million transformer production facility in South Boston, Virginia, is expected to begin operations in 2028.
www.utilitydive.com
September 4, 2025 at 5:43 PM
Gonna need a LOT of new transformers...
I highly recommend this article on solar growth in Africa... Love to see this.
#energysky
ember-energy.org/latest-insig...
#energysky
ember-energy.org/latest-insig...
The first evidence of a take-off in solar in Africa | Ember
There has been a major pick-up in solar panel imports into Africa over the last 12 months - a shift that is likely to impact almost every country on the continent.
ember-energy.org
September 4, 2025 at 5:38 PM
I highly recommend this article on solar growth in Africa... Love to see this.
#energysky
ember-energy.org/latest-insig...
#energysky
ember-energy.org/latest-insig...
