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Joe Deely @jdeely.bsky.social · 9d

Dan, thanks for showing this.

It prompted me to look up the same week for last year. Much better.

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Joe Deely @jdeely.bsky.social · 9d

You gotta love unintended consequences...

Canary Media Inc. @canarymedia.com · 9d

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.

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

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Joe Deely @jdeely.bsky.social · 11d

Rob, what is the takeaway from these new rules? Is it that some projects that were uneconomic in the past will now pencil out?

@commercialsolarguy.com

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Joe Deely @jdeely.bsky.social · 17d

Note: the Western US also has 3,600 MW of coal retiring in 2025.

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Joe Deely @jdeely.bsky.social · 17d

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

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Joe Deely @jdeely.bsky.social · 20d

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.

Commercial Solar Guy @commercialsolarguy.com · 20d

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’

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

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Joe Deely @jdeely.bsky.social · 23d

LADWP - always kicking the can down the road.

Next up - Scattergood Generating Station.

Joe Deely @jdeely.bsky.social · Sep 12

Let's see more of this...

Jorgy @jjorgensonmcr.bsky.social · Sep 12

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...

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

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Joe Deely @jdeely.bsky.social · Sep 4

Gonna need a LOT of new transformers...

TerraWatts2010 @terrawatts2010.bsky.social · Sep 4

The new $457 million transformer production facility in South Boston, Virginia, is expected to begin operations in 2028. 🔌💡
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

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Joe Deely @jdeely.bsky.social · Sep 4

I highly recommend this article on solar growth in Africa... Love to see this.

#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

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Joe Deely @jdeely.bsky.social · Aug 23

An interesting concept from @simonmahan.bsky.social

www.pv-magazine.com/2025/08/18/d...

#energysky

Data center firms could buy utilities and add renewables, says trade group exec

Data center firms could purchase electric utilities and add renewable generation in the United States, says Simon Mahan, executive director of the Southern Renewable Energy Association, which represen...

www.pv-magazine.com

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Joe Deely @jdeely.bsky.social · Aug 22

I somehow missed this thread a few weeks ago.

Great concept - "Enhanced Geothermal Data Center Cluster".

Looking forward to 10 GW of development in Utah by 2035!

Next up - expansion to other Western States - especially California.

Also @jackconness.bsky.social - good follow.

#energysky

Jack Conness @jackconness.bsky.social · Aug 4

Not only is Fervo demonstrating viability today, we have big plans for the future - scalable and repeatable 50 MW modules to create an Enhanced Geothermal Data Center Cluster. We are talking "spud date" to delivery in 18 months. Did I already mention zero fresh water usage?

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Joe Deely @jdeely.bsky.social · Aug 21

Note: Swedish exports of electricity were equal to about 20% of its total generation over the last 12 months.

Up substantially vs prior 12 months.

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Joe Deely @jdeely.bsky.social · Aug 20

Love this example of learning curve - products getting better AND cheaper.

John Hanger @jrfhanger.bsky.social · Aug 20

Good morning with good news: Few things cost less in 2025 than in 2011, but the Nissan Leaf does.

In 2011, the Leaf cost $32,780 ($47,077 inflation adjusted) with a range of ~100 miles.

The 2026 Leaf costs $29,990 with 303 miles range!

~17K dollars less!
electrek.co/2025/08/19/2... #energysky

The 2026 Nissan LEAF is the most affordable EV with prices starting under $30,000

The new 2026 Nissan LEAF will arrive at US dealerships any day now. And it’s even cheaper than the OG...

electrek.co

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Joe Deely @jdeely.bsky.social · Aug 20

Not enough.

The US needs to get to 100 GW of utility-scale per year. At least.

Note: Here are recent yearly solar additions.

2022: ~ 11 GW
2023: ~ 19 GW
2024: ~ 31 GW

@cjhandmer.bsky.social

Justin Gerdes @justingerdes.bsky.social · Aug 20

EIA: "Developers added 12 gigawatts (GW) of new utility-scale solar electric generating capacity in the United States during the first half of 2025, and they plan to add another 21 GW in the second half of the year." www.eia.gov/todayinenerg... 🔌💡

Cumulative utility-scale electric generating capacity additions (2025) gigawatts. Source: EIA.

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Joe Deely @jdeely.bsky.social · Aug 12

Show me the batteries !

Mission City Research @mcresearch.bsky.social · Aug 11

Battery storage is booming in the Western US - even outside of California.

- 7,200 MW of storage as of June 2025
- could have another 3,000 MW by year-end.

Need to keep up this pace if coal is to close out West.

#WesternGrid
#EnergySky

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Joe Deely @jdeely.bsky.social · Aug 11

BTM storage is starting to become significant...

#energysky

www.utilitydive.com/news/sunrun-...

Sunrun battery attachment rate hits 70%, up 54% from year ago

Executives with the largest U.S. home energy systems installer said Sunrun is doubling down on energy storage and grid services to offset the loss of federal tax credits for residential solar arrays.

www.utilitydive.com

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Reposted by Joe Deely

John Hanger @jrfhanger.bsky.social · Jul 4

Good morning with good news: Poland's RE passed coal for the first time in June, generating 44.1% of Poland’s electricity, with coal falling to 43.7%

Coal fell to 46.2% in Q2 2025 from 56.4% in Q2 2024.

Wind & solar surged to ~39% in 6/2025 from 28% in 6/2024!
www.ft.com/content/ae92... #energysky

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Joe Deely @jdeely.bsky.social · Jul 2

One of the most under-reported stories out there. The US auto industry is being left far behind.

#energysky

Arvind Ravikumar @arvindpawan1.bsky.social · Jul 1

This is especially for those analysts who have a third-world framing of China's capacity.

Ford CEO notes that "their cost, quality of their vehicles is far superior to what I see in the West".

China is the current leader in industries of the future and US is doing everything it can to lag behind.

Ford's CEO says China's EV progress is 'the most humbling thing' he's ever seen

"We are in global competition with China, and it's not just EVs. And if we lose this, we do not have a future Ford," said Jim Farley, the CEO of Ford.

www.businessinsider.com

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Joe Deely @jdeely.bsky.social · Jul 2

#energysky

Trevor Johnston @beerwithsubtitles.net · Jul 2

Anyone else noticed that Bluesky posts with a link get *absolutely no* attention, or is it just us?

Anyway, I might as well announce this huge, silent improvement to our public county-level dashboard. This is thanks to our ongoing migration to @motherduck.com/DuckDB. So far, it's going great!

Green Collective @greencollective.io · Jul 2

The elves have been toiling away behind the scenes and our county-level dashboard of wind generation is now a *lot* faster and nicer to use 🚅

Enjoy this, along with our other free public dashboards!

www.greencollective.io/dashboard/co...

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Joe Deely @jdeely.bsky.social · Jun 24

July 2029? Is that correct?

If so, why so long? Why not July 2026?

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Reposted by Joe Deely

Mission City Research @mcresearch.bsky.social · Jun 23

A remarkable week for renewable energy records across US grids.

Thanks to @gridstatus.io for info
Source: www.gridstatus.io/records

New all-time highs for renewables on 4 regional grids !

#energysky