Price Caps and the Electricity Doom Loop

Price Caps and the Electricity Doom Loop

I have written in the last three or four years, at least seven times, that you have a free market or you do not, specifically when it comes to deregulated electricity markets. Here are excerpts Chat pulled for us: “Governments and regulators cannot keep their...
FERC – Easier Said than Settled

FERC – Easier Said than Settled

Powering AI Background Last week, I described the advantages of data centers bringing their own behind-the-meter (BTM) power, which include speed to power delivery (of course, that’s what they want) and reduced risk of stranded assets that other rate payers...
Picks, Shovels, and AI – Buy Results, not Hype

Picks, Shovels, and AI – Buy Results, not Hype

Who’s making money on AI? So far, it’s like the gold rush when the makers of picks, shovels, and blue jeans made all the money. In the case of AI, the makers of picks and shovels include: Electrical infrastructure: ABB, Schneider Electric, Siemens, and...
Digital Twins, AI, and the Last 10%

Digital Twins, AI, and the Last 10%

Here in our tenth and final Rant on the top ten industrial energy-saving foci, I assess and summarize opportunities in advanced process controls, real-time optimization, digital twins, and artificial intelligence. I would say that advanced controls and AI are to...