Kerry Burke
burkekb.bsky.social
Kerry Burke
@burkekb.bsky.social
NEM nerd
Reposted by Kerry Burke
oncoming lights have started producing a lot more strain on my eyes as I age, but the difference between being up in a pickup or down in a low sports car is night and day

this is an underrated aspect of the vehicle size arms war dynamic
November 24, 2025 at 11:45 PM
Also relevant to one of Tim Nelson's recent points. Paraphrased: "The problem is everyone who might invest has smart analysts telling them that power prices are going to be cheaper in the future."
November 16, 2025 at 10:55 PM
Although rooftop solar offsets hydro in Tas, that water doesn't just disappear. Water can be stored and used as clean firming for Victoria and the rest of the NEM.
October 21, 2025 at 9:43 AM
Reposted by Kerry Burke
26. BNEF’s New Energy Outlook model doesn’t want to just solve the intermittency problem with loads of batteries. This is because the batteries get lower utilization rates the more you build. Batteries cannibalize batteries long before you get 100% clean power.
October 20, 2025 at 7:54 AM
Reposted by Kerry Burke
21. Everyone is defining long-duration storage technology wrong. It's not about 6 or 8 hours — you can do that with lithium-ion and probably would — it's about having the capex to add more GWh of capacity decoupled from the capex of adding more GW.
October 20, 2025 at 7:51 AM
Reposted by Kerry Burke
13. By 2030 most countries will have spot power prices of zero in sunny hours. This will be passed on to end consumers, to encourage them to shift power demand to sunny periods by electric vehicle and battery charging, preheating, precooling, etc.
October 20, 2025 at 7:48 AM
Reposted by Kerry Burke
And since we call all machine learning "AI" now - even vanilla stuff like time-series forecasting for wind power, solar power, or electricity demand - it may actually look to a casual observer like "AI" adoption stays flat or goes up even as the LLM hype cools down.
October 15, 2025 at 3:34 PM
Reposted by Kerry Burke
you get a lot of useful information when you follow links and read the actual papers being reported on :)
October 4, 2025 at 6:38 PM