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ARRM4
@ar-rm4.bsky.social
Papers...business papers
Oil giant state, Texas, is getting 52% of its grids energy from solar. Would point out that 5 years ago that was 3% of their energy generation. Battery storage basically didnt exist in Texas 5 years ago, now they have 17GW.
February 12, 2026 at 7:16 PM
He fighting shadows at this point. Solar and Battery storage (as you see in the chart below) we 96% of energy installs in the US last year.
February 12, 2026 at 7:13 PM
A massive majority of these projects were in Republican districts.
January 26, 2026 at 11:40 AM
The IRA passed by the Democrats helped make solar and battery storage the cheapest form of energy to build out in human history. Those additions are evident as even on a mostly cloudy day 16% of energy coming from solar while 31% from Wind and solar. 17GW of storage in reserve as well.
January 25, 2026 at 7:30 PM
There are days this month where the Texas grid was 80% wind, solar and Nuclear.
January 25, 2026 at 12:11 PM
Wind has been steady 15-20% of the grid in Texas since Friday and even Solar was 10% yesterday. The 17GW of battery storage has been held in reserve and has not been needed. The grid has been producing 15-16GW of excess capacity since Friday.
January 25, 2026 at 12:06 PM
Important to note that in Texas its not from any grid failure. The grid has been operating with 15-16GW of reserves for the past 2 days. Wind and even Solar have been adding to the grid Friday-Sunday morning and the 17GW of battery storage has been held in reserve and has not been needed.
January 25, 2026 at 11:44 AM
60 GW of Solar, 35GW of Battery Storage and 15GW of Wind are already approved to connect to the grid.
January 21, 2026 at 1:26 AM
At points of time yesterday, 72% of the grid was being powered by wind/solar. Another 10% nuclear. Solar was 3% of capacity in 2021. Almost all of the Interconnect Approvals (IA) are solar, Wind, battery for Texas.
January 15, 2026 at 2:42 PM
Destroying America's economic growth engine. It was good while it lasted.
January 14, 2026 at 1:04 PM
January 12, 2026 at 9:11 PM
Joey, I don't want to pile on, but the manufacturering job growth is a legacy of the IRA which had like 85% of the funds going to red districts, but the Republicans scuttled that in the reconciliation bill. Why they would stop projects in their own district? ¯\_(ツ)_/¯
January 9, 2026 at 11:36 PM
January 7, 2026 at 3:58 PM
January 6, 2026 at 9:11 PM
Texas today around noon had about 82% of its energy coming from Solar, Wind, and Nuclear. 5 years ago solar was only 3% of capacity.
January 4, 2026 at 11:32 PM
They don't. Oil capital of the world Texas had 82% of its grid energy coming from solar, Wind, and Nuclear about 2 gours ago. Solar was 3% 5 years ago. Consumers are shifting to EVs. 50% of China's auto sales are EVs or Hybrids, 30% in Europe. Fossil fuels are on their way out.
January 4, 2026 at 8:02 PM
They are talking about this chart
December 30, 2025 at 12:26 PM
The problem is when you split it out by income level it doesnt look as good for the bottom 50%
December 30, 2025 at 12:25 PM
LMAO

*NVIDIA'S JENSEN HUANG: “CLOUD GPUS ARE SOLD OUT”
November 20, 2025 at 12:04 AM
November 19, 2025 at 2:54 PM
Feel free to argue with ERCOT. Its their numbers.
November 18, 2025 at 11:38 PM
This is from the IEA. Gets cold in lots of those countries.
November 18, 2025 at 11:36 PM
November 3, 2025 at 12:35 PM
November 3, 2025 at 12:27 PM
Or they were on Twitter and their algorithm was feeding them dogshit. Here's some of the charts I pulled from my feeds.
November 3, 2025 at 12:26 PM