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
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...
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
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
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?
August 22, 2025 at 10:05 PM
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
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
Love this example of learning curve - products getting better AND cheaper.
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
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
August 20, 2025 at 6:42 PM
Love this example of learning curve - products getting better AND cheaper.
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
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
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... 🔌💡
August 20, 2025 at 6:34 PM
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
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
Show me the batteries !
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
- 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
August 12, 2025 at 9:30 PM
Show me the batteries !
Reposted by Joe Deely
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
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
July 4, 2025 at 11:41 AM
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
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