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electrification

Electricity Price Drivers

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The race is on to decarbonize the grid, and those states that are forcing it too quickly are seeing soaring electricity prices. This is fabulous for our industry because energy efficiency and load management have become much more cost-effective. But are higher prices good for customers, industry, and local economies? Probably not. Last week, I attended the Peak Load Management Alliance’s 50th Conference in Brooklyn. In sessions on decarbonization and electrification, practitioners described how the cost-effectiveness of heating with cold-climate heat pumps is already a challenge. Not only are there no savings, but electricity costs are increasing rapidly and are…
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The Future of Automobile Decarbonization

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Two weeks ago, I described the chasm before mass-market electric vehicle adoption. The chasm, as shown in Figure 1 and depicted in the EV Rant as a moat, is the gap between enthusiastic nerds and mainstream curmudgeons. I'm often among the mainstream curmudgeons, but not always. I could be considered an early adopter of smart thermostats and cold-climate heat pumps purchased 11 and 7 years ago, respectively. Figure 1 Market Adoption Curve For automobiles, I have gone out of my way for years, decades even, to find ones with manual transmissions – why? Energy efficiency, for one. There is less…
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The Energy Transition’s Reverse Chasm

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In September, I wrote a series of five Rants on data centers, a concise and comprehensive collection that might just be the Data Center Digest you never knew you needed!   Chip and server power density, cooling, and projected GW load growth. Data center facilities from modular to 200 GW-plus hyperscale. Efficiency ratings and power usage effectiveness scales. Data center HVAC (minus the H because that's not required) options. Future power shortages and power supply complications. The anticipated load growth is due to artificial intelligence, which most professionals believe will explode—and so does Wall Street. Table 1 lists the current…
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A Twofer: Syncing Power Generation With Soaring Loads

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One of many sources of information that fuel my brain to write this blog is the American Energy Society’s Energy Matters newsletter. The newsletter features many items I don’t find elsewhere, and impressively, they seem unbiased – it is what it is. Power Generation According to a linked New York Times article, 200 coal-fired power plants have closed in the last decade, with 200 remaining and 50 slated for shutdown in the next five years. They also linked to this informative, interactive map showing power generation from the Energy Information Administration. The black dots represent the remaining coal-fired power plants,…
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A More Cost-Effective Energy Transition

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A recent Realclearwire.com article noted that since 2021, the cumulative effect of persistent inflation has reduced Americans’ purchasing power by 19%. Since 2021, grocery prices have increased by 21%, gasoline prices have increased by 47%, shelter costs have increased by 20%, and electricity costs have increased by 30%. Wholesale prices rose at the fastest rate in April 2024 since April 2023, signaling persistent pressure on retail prices for months to come. When I read the data, I think of energy prices rolling through everything, adding to consumer prices across the board. For example, diesel fuel prices roll through the food…
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Decarbonizing District Steam and Chilled Water Plants

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Let's begin with Oxford Dictionary's definition of decarbonization. Noun: reduction or elimination of carbon dioxide emissions from a process such as manufacturing or the production of energy. Last week, I introduced central or district plants that serve multiple buildings with steam, chilled water, and, in many cases, electricity. District plants serve colleges, healthcare, manufacturing campuses, and, in some cases, entire sections of cities. This week, I describe issues and strategies to save energy and decarbonize these plants. As I learned early in my energy efficiency career, it is essential to understand the design logic behind the system before recommending modifications. Steam moves…
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Image shows electric car with text "Electric Vehicle Plans with the End in Mind"

Electric Vehicle Plans With the End in Mind

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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…
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Image shows text "Electric Utility" with a graphic of a battery and a green leaf.

Electric Utility 2050

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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. 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, the…
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Decarb Warriors

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Last week I read a statement from a retail energy provider. It said, “100% green rates, always.” It doesn’t work that way. An aggregation of power sources, including renewable, nuclear, coal, and natural gas, are supplying the grid at any given time. The little electrons aren’t tagged by source and routed to any given customer(s). Second, even if that were impossible, er, I mean, possible, it’s shoving more hydrocarbon electricity onto someone else. In this way, it’s the same as the net zero con. Cheap but Unreliable Generating renewable power is easy and inexpensive, but as described in the net-zero…
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Decarbonization Strategies for Manufacturing

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Last week a Yahoo News reporter headlined an article, Biden Administration Seeks to Lower Industrial Greenhouse Gas Emissions-and-That-Won't Be Easy. My first reaction: It won’t be easy to decarbonize any sector: residential, commercial, industrial, and transportation, although I did see that, like wind energy, the passenger blimp is making a comeback (say whaaat?). Will it replace passenger jets? I don’t think so. I focus on the above-linked article and industrial electrification and decarbonization in this post. The Yahoo author references the chart below for shares of GHG emissions. I assume that emissions from electricity generation are not double counted into…
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