Electrified Heating – Thinking it Through

Electrified Heating – Thinking it Through

Daylight Savings Rant It’s looking bleak for my annual predictions from January. I must come from behind to realize a 50% hit rate. Last week, Trump implored Congress to make daylight saving permanent. Zerohedge provides a comprehensive assessment of issues from...
AI, Manufacturing, and The Bridge Out Ahead

AI, Manufacturing, and The Bridge Out Ahead

President Trump plans to remake the world economy, and he’s not going to flinch on the tariffs he leveled on “liberation day,” April 2, 2025. The man is resolute, noting for 40 years that the United States has been “ripped off” by nations...
Two Questions for Electric Utility Stakeholders

Two Questions for Electric Utility Stakeholders

Remember the theory that deregulation in the late 1990s would waive the need for energy efficiency programs? If not, you can read up on the Great Depression in Energy Efficiency, the origins of which began with the 1992 Energy Policy Act. I believe the theory at the...
Electricity’s Decoupling From Fuel Costs

Electricity’s Decoupling From Fuel Costs

Two years after natural gas prices spiked, resulting in a jump in coal consumption for electricity (see Figure 1), natural gas prices have plunged to inflation-adjusted record lows. The Wall Street Journal reports drillers and producers are curtailing activity as...