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. The image below shows the current and forecast net loads on CAISO as of Saturday, May 20, 2023.…
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Last week I mentioned genuine intelligence over artificial happy-talk intelligence. Want to know what the latter looks like? See this Forbes article in which data solves all problems, including heating and cooling buildings. “There is an opportunity to build the foundations of a long-term digital strategy for buildings in all industries, to achieve decarbonization goals, reduce energy use and running costs, and boost resiliency and competitiveness.” How many Btus of energy are in a terabyte anyway? Harnessing data, plus actionable analytics, which is rare, can help shave 10% or even 20% off energy costs. Still, it must be integrated with…
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In this year’s twelve-pack of predictions for 2023, I forecast that the attacks on the U.S. power grid would continue, and the media would desperately attempt to blame their ideological opponents as extremists. Yawn. The attacks certainly risk public welfare, safety, and security, but what’s behind them? I took a couple of hours to investigate. Terrorism The Time article I referenced includes a quote, “’ Domestic terror groups understand that citizens losing power from gunfire or sabotage is an easy way to receive media attention, which they crave,’ says Brian Harrell, a former Assistant Secretary for Infrastructure Protection at the…
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I lambasted net zero many times, one time calling it an unserious weapon against climate change. Why is that? We’re going to see in this post. What is net zero? Simply, it is a building or property that produces as much renewable energy on-site as it consumes, typically over a year. Some utilities claim their net zero trophies for producing as much renewable energy as their customers buy. Why is Net Zero a Con? To answer this question in one word; exports. When a property or utility generates more electricity than it consumes, it must be exported to someone else.…
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Another week and we have two more dire warning shots of forecast blackouts this summer. These come from The Wall Street Journal and describe challenges from the Midcontinent Independent System Operator (MISO) region to California. Michigan’s Palisades Nuclear Generating Station shut down permanently on May 20th taking out 6.5% (800 MW) of the state’s electricity supply (gulp). The Journal notes it is part of Michigan’s transition to all renewable energy. They also write that it was slated for closure for five years, but Governor Whitmer waited to throw a last-minute Hail Mary just one month before closure to the federal…
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