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douglewin.bsky.social
Doug Lewin
@douglewin.bsky.social
6.2K followers 620 following 370 posts
⚡ Energy Expert 🎙 Host: Energy Capital Podcast 📜 Author: Texas Energy & Power Newsletter 🌎 Founder of Stoic Energy www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · Aug 7
There's a new 2025 peak demand record in ERCOT: 82,566 megawatts at 4:55 today. Solar provided 30% of the power at that time and wind about 16%; wholesale power was just $22/MWh. No conservation alerts. No energy emergencies. Just abundant, affordable power. #txlege #txenergy
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 11h
The oil and gas vs. renewables in a death match narrative is false and extremely counterproductive. "
it’s time for the oil and gas-vs.-renewables storyline to die. They’re a perfect match — one made not in heaven, but in the Texas oilfields."
www.douglewin.com/p/a-match-m...
A Match Made in Texas
The state’s oil and gas sector is increasingly turning to renewable energy to power its operations while some of the right wing “think tanks” they fund work against their interests
www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 11h
Here's the podcast with Will McAdams I referenced: "What we didn't realize is how much gas-driven industrial processes over that two-year period [before Winter Storm Uri] were being converted to electrified systems." 4/
www.douglewin.com/p/the-energ...
The Energy Capital Podcast, Episode 1 with Former PUC Commissioner Will McAdams
The former PUC Commissioner joined me for the first episode of Energy Capital and his first interview after leaving the Commisison
www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 11h
And look at how much demand for oil and gas is forecast by S&P in a study funding by six oil and gas companies 3/
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 11h
Look at the solar map next to the map of the major oil producing basins in Texas. 2/
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 11h
Oil & gas vs renewables is a false fight. In fact, many oil and gas producers want to connect to the grid to power their operations with renewables.

“More energy, less emissions” should be our path forward. 1/
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 15h
AI is just the start. Robotics, biotech & advanced computing will drive terawatt-scale demand.

Texas has the mix to lead, but only if we plan in terawatts, not gigawatts.
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 2d
www.douglewin.com/p/helping-t...
Demand Side Resources Could Enable Load Growth: Reading & Podcast Picks, October 5, 2025
Data centers could put money into customers' pockets, gain speed to power, and make the grid more reliable by investing in demand-side markets; DOE cuts hurt Texas and the gas industry, too; and more
www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 2d
Reducing energy waste in homes could offset all projected data center demand. @rewiringamerica's new report shows how: in exchange for speed to power, data centers fund residential load reductions. Households get lower bills & the grid gets more reliable.

Link in reply 1/2
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 2d
Cheap power brings new industries. Higher demand leads to higher prices which leads to more solar + storage and cheaper power again.

Check out the TribCast with Eric Goff on how Texas is doing this and more, featured in this week's Reading and Podcast Picks
www.douglewin.com/p/helping-t...
Demand Side Resources Could Enable Load Growth: Reading & Podcast Picks, October 5, 2025
Data centers could put money into customers' pockets, gain speed to power, and make the grid more reliable by investing in demand-side markets; DOE cuts hurt Texas and the gas industry, too; and more
www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 2d
tinyurl.com/udfat2ew
US Energy at a Crossroads: Dominance or Disruption?
Default description
tinyurl.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 2d
My friends at Aurora are hodling their second annual Energy Transition Forum in NYC October 21. Topics include grid reliability, AI, and investment. Join alongside leaders from utilities, finance and the gov't for a conversation you don't want to miss. Registration in the reply
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 5d
Also, ERCOT's residential demand response program is up for discussion this morning in a stakeholder meeting. ERCOT staff will likely need to be flexible on program design to earn sufficient stakeholder support.

All that and more here:
www.douglewin.com/p/texas-now...
Texas Now #1 in Batteries, Too: Grid Roundup #79
Texas passes California in batteries; ERCOT's residential DR program to be discussed by stakeholders today; Texas' gas interconnection queue up 170% in 18 months; new October peak demand record set
www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 5d
Texas is now #1 in utility scale battery storage with 14 gigawatts, passing California. That gives Texas the #1 spot in wind, utility scale solar, and storage. Good thing, too, because yesterday Texans shattered ERCOT's previous October peak demand by nearly 4 gigawatts. 1/2
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 6d
If you’re working on grid modernization, clean energy buildout, or just want to connect with others in this space, Intersolar's Texas event is a can't miss. I'll be on a keynote panel and hope to see you there.
Find out more and get a discount here buff.ly/00pIV3f
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 7d
www.douglewin.com/p/wright-is...
Wright Is Wrong
On key facts related to Texas, the Secretary of Energy is either purposefully misleading or misinformed
www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 7d
Secretary Wright said that "Texas has the fastest rising wholesale electricity prices of any region in the country, 100 percent rise in wholesale prices from the start of the Biden administration to today."

Uh, no. That's wrong.

More info in the link in the reply.
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 8d
www.douglewin.com/p/solar-sto...
Solar, Storage, Gas, and VPPs in Texas: Reading & Podcast Picks, September 28, 2025
Solar + storage in Texas = uneventful summer, lower power prices; VPPs growing in Texas and beyond; ERCOT launches innovation initiative; new TEF gas plant announced; and much more
www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 8d
ERCOT CEO Pablo Vegas told the Board last week “The additions of solar & batteries have helped us handle the growth in the summer months, where we’ve seen a lot more consumption.” Link to Claire Hao's article about grid performance this summer & more in the link in the reply 1/2
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 10d
Also in this week's Reading & Podcast Picks, info on ERCOT's new innovation initiative; a new TEF gas plant announced; transparency at the PUC on T&D rates; Open Circuit on Liebreich's pragmatic climate reset; and much, much more:
www.douglewin.com/p/solar-sto...
Solar, Storage, Gas, and VPPs in Texas: Reading & Podcast Picks, September 28, 2025
Solar + storage in Texas = uneventful summer, lower power prices; VPPs growing in Texas and beyond; ERCOT launches innovation initiative; new TEF gas plant announced; and much more
www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 10d
Energy use is way up in Texas but power prices have bucked the national trend and actually declined over the summer, mostly due to solar + storage records. VPPs are also growing in Texas and beginning to put a downward pressure on prices, too. 1/2
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 12d
🎙️ Full Conversation: tinyurl.com/mv8sxz5u
Why the Old Utility Business Model Doesn’t Fit Anymore with Lynne Kiesling (Part 1)
Over a hundred years ago, the monopoly business utility model emerged as the one that could attract sufficient capital to electrify everything.
www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 12d
ERCOT’s wholesale market creates consumer savings and producer profits. Bankruptcies aren’t a bug, they’re a feature.

Investors risk their own capital, not ratepayers.
Markets discover what works through trial and error.

#TxEnergy #GridReliability #CleanEnergy #EnergyPolicy #ERCOT
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 12d
For links to the Heatmap article and lots of other great articles and podcasts, see here:
www.douglewin.com/p/who-do-am...
Can AI Data Centers Lower Costs for Residential Consumers? Reading & Podcast Picks, September 21, 2025
Flexible AI loads; who gets blamed for high energy costs; bipartisan permitting reform in DC; solar and battery records in Texas; the "pragmatic climate reset"; quarantining monopolies; and more
www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 12d
www.douglewin.com/p/texas-bus...
Texas Businesses To Pay 54% More for Power
Residential consumers will pay 20% more & 100,000 jobs will be lost, according to Energy Innovation's modeling. Dan O'Brien breaks down the impacts of lost power supply from the federal budget bill.
www.douglewin.com
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douglewin.bsky.social
Doug Lewin @douglewin.bsky.social · 12d
Recent @heatmap_news poll shows who Americans blame for higher electricity bills: their local utility and state government over Biden or Trump. Voters/consumers want lower prices but a lot of actions by the federal government will lead to higher prices. 1/3
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