Energy Rant

May 30

Energy Transition – Four Factors to Watch

By Jeff Ihnen Energy Rant No Comments

We open this week’s Energy Rant with a called shot. Michael and Chantell Sackett are enjoying fresh mulch provided by the SCOTUS as they sent the EPA’s interpretation of “navigable waterways” to the woodchipper as predicted here last October. The energy transition is having problems, as this blog has often predicted. The message is hitting the mainstream. For example, last Friday, The Wall Street Journal featured three articles on the sputtering and wheezing transition in one edition. The first was global with the headline, Your Coming Summer of Blackouts. Faulty Power Markets Some things are working in reliability’s favor. The...

May 24

Love31

Four Steps for Energy Transition

By Jeff Ihnen Energy Rant No Comments

I spent last week in California, where the energy transition is being jammed at a breakneck pace like a square peg in a round hole. I’ll set the stage with just a few things. First, the duck curve, a feature of excessive solar generation that began overgenerating a year or two ago, is now the “canyon” curve. Overgeneration occurs around 10 GW of net load – the amount needed to keep hot resources spinning in case of a fault in the system[1]. The image below shows the current and forecast net loads on CAISO as of Saturday, May 20, 2023....

May 16

Love30

CO2 Pipelines and Ethanol – Entropy Factories

By Jeff Ihnen Energy Rant No Comments

Now and then, a seemingly dumb idea flies through my neocortex like a bat at dusk. Bats have Mr. Magoovian eyesight and rely on radar technology to catch bugs. They are silent in flight. A few weeks ago, one such metaphorical flying rodent got too close for me to ignore. That bat was carbon dioxide pipelines used to sequester CO2. This could be the dumbest idea I have investigated. The pipeline would carry liquid CO2 from ethanol, fertilizer, and “other agricultural industrial plants” from Illinois, Iowa, Minnesota, Nebraska, and the Dakotas, to be sequestered under North Dakota or Illinois. Developers...

May 09

Love29

Chevron Going Down

By Jeff Ihnen Energy Rant No Comments

Last year I wrote that the Supreme Court of the United States, SCOTUS, ruling in the West Virginia case, is a sign of things to come. That case buried a fork in the Obama administration’s Clean Power Plan. The legislative and executive branches would have to modify the Clean Air Act to pass such limits. In response to the ruling, Politico quoted SCOTUS Chief Justice Roberts: “Capping carbon dioxide emissions at a level that will force a nationwide transition away from the use of coal to generate electricity may be a sensible ‘solution to the crisis of the day. But...

May 02

Love28

If We Are Serious About Environmental Justice

By Teri Lutz Energy Rant No Comments

This week’s Energy Rant was guest written by Teri Lutz, Director of Sales & Marketing at Michaels Energy. Teri believes in a fair and just energy economy and hopes this Rant edition will inspire our readers to get involved and advocate for environmental justice here and abroad. Please do not be silent in the face of injustice and inequity. Make your voice heard and your actions matter. If we are serious about environmental justice – and the very survival of Earth - the supply chain matters. "We shouldn't be transitioning to the use of electric vehicles at the cost of...

Apr 25

Love27

Electric Vehicle Plans With the End in Mind

By Jeff Ihnen Energy Rant No Comments

This week I’m repackaging recent news on electric vehicle (EV) developments – market, technical, and utility impacts. I like to look at scale (macro) rather than ubiquitous siloed micro thinking. Is it realistic to scale rare earth mineral mining, battery manufacturing, and battery disposal? What about charging logistics, third-world labor, and grid impacts? Breaking the Grid? Let’s start with the revelation that force, in the form of mandates, will break things. An aeronautical engineer’s piece in Energy Central, says EVs, at scale, will break the grid. He notes that the Biden regime is developing restrictions requiring the market share of...

Apr 17

Love25

Giant Killing Customer Experience

By Jeff Ihnen Energy Rant No Comments

The snow has melted for now, although a foot of snow is forecasted overnight as I draft this. The lake ice is gone, and folks are Jonesing for open water fishing. Back in the day, when my father was still with us, we fished to eat because he said so. In our home state of Minnesota, that meant we fished walleyes, which are attractive fish (there are ugly fish – catfish, carp, believe me) but boring. My mission was to fill the live well with the limit and get on to some real fishing for pike and muskies. They are...

Apr 10

Love24

Electric Utility 2050

By Jeff Ihnen Energy Rant No Comments

As we prepare to take our energy storage solutions to market, I gathered recent news reports, analyzed them all, and came to some conclusions. I concluded that utilities, and especially regulators, need to think differently. What got us here – constant load growth and earning returns on conventional rate base by building power plants, transmission, and distribution systems – will not get us there (the energy transition) without turmoil and upheaval. [Ad] Sign up for AESP’s decarb course to learn more details. Public service commissions get 50% off. Why? Because they must know this stuff. Nothing Lasts Forever Like everything,...

Apr 03

Love23

Smart Renewables Cool the Climate Apocalypse

By Jeff Ihnen Energy Rant No Comments

My passion is applying the right technology in the right place and at the right time for maximum effectiveness. Not coincidently, that is precisely Michaels Energy’s purpose for existence: minimizing waste and maximizing value. Last week I wrote about the gargantuan resource requirement for solar and batteries to displace a single nuclear power plant, including 40,000 acres for the panels, which, in Iowa, is worth $600 million in farmland alone. This is a D- for minimizing waste and maximizing value. Offshore Wind This week, we’re turning our attention to wind generation. Renewable enthusiasts need to get behind offshore wind for...

Mar 28

Love21

Are You Serious About the Climate Apocalypse?

By Jeff Ihnen Energy Rant, Featured Energy Rant No Comments

Washington Post headline last week: “World is on brink of catastrophic warming, U.N. climate change report says.” Wolf! Wolf! People aren’t serious about decarb, and this post will prove it, but I provide ways to get it done. Is Solar Plus Storage Competitive? Solar is nice, but the numbers are ugly. If solar and storage with batteries were a serious contender for a clean energy grid, electric utilities would be soiling themselves because solar and batteries would put them out of business as customers would install their own and cut the cord. Let’s look at some basic arithmetic. Lazard pegs...

Are You Serious About the Climate Apocalypse?

Energy Transition – Four Factors to Watch

Four Steps for Energy Transition

CO2 Pipelines and Ethanol – Entropy Factories

Chevron Going Down

If We Are Serious About Environmental Justice

Electric Vehicle Plans With the End in Mind

Giant Killing Customer Experience

Electric Utility 2050

Smart Renewables Cool the Climate Apocalypse

Are You Serious About the Climate Apocalypse?

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