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Image shows text, "The Anxious Leader and Li-Ion Batteries," along with 2 graphics of electric bicycles.

The Anxious Leader and Li-Ion Batteries

By Energy Rant No Comments
One of the nasty results of the Covid lockdowns was the meteoric growth of electric bikes. I thought, great. Let’s take the only means of exercise for some people and power it with a battery and motor to take away physical propulsion via the human body. Would you like to see a graphical representation of exponential growth? The following chart satisfies your craving to show e-bike fires in New York City alone. In an article published by The Wall Street Journal last week, New York Fire Commissioner Laura Kavanagh is quoted, “These are incredibly dangerous devices if they are unregulated...
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1,500 Pages of Deregulation

By Energy Rant No Comments
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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COP27, Elites, and Engineers

By Energy Rant No Comments
I have run enough marathons to have lost count, most of them in the last ten years, with the total approaching 20. Why would you do that, Jeff? I like the grind, double, especially when I can run negative splits and pass people the entire race rather than being passed the whole race. I’ve done both about equally. I guessed that winning marathon times had not changed much in forty years. Wikipedia confirms this with finishing times at the NYC marathon. Americans Bill Rogers and Alberto Salazar finished with the same times back in the 1970s and early 1980s as...
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Phony Avoided Cost Models in a Free-Agent Market

By Energy Rant No Comments
The last two posts, Nuclear Power over the White Rabbit and the Clean Power Plan Corpse, demonstrated the fruits of an undiversified baseload fleet of power generation. Electricity prices, which were so low during most of my career that few cared about them, are soaring as natural gas - the basket in which all eggs lie - has become a global fuel. I predicted this as recently as 2017; Reverse Diversification Coming to a Utility Near You. Solar, wind, and storage will never compete with thermal baseload power generation in our lifetimes. I’m covering three things in this post due...
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Electrification at Scale

By Energy Rant No Comments
Two weeks ago, I wrote the “electric storage industry that is grabbing all they can before someone figures out that will never be the answer to bridging gaps of intermittent renewables.” Time’s up. Utility Dive last week quoted a North American Electric Reliability Corporation (NERC) spokesman: “Batteries aren’t going to do it, and we’re going to need a backup fuel for wind and solar. So this [natural gas] is important to invest in.” The rest of this post includes a dive into consumer choice and what things might look like at scale. Consumer News In fresh news from Holman Jenkins...
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energy

Soaked to Crisp Threats and 100% Renewable Energy

By Energy Rant No Comments
Last week I attended the International Energy Program Evaluation Conference, IEPEC, which I had affectionately dubbed the Energy Program Evaluation Asylum, EPEA, six years ago. Back then, I called it the Asylum because it included annual scrums over subjects such as net-to-gross (NTG) studies, free ridership, and so on. The Family Feud is Dead You’ll never believe this, but the industry seems to have moved on. The only time I heard “NTG” was during the opening-night entertainment exercise – a gameshow wannabee modeled after the Family Feud. “One hundred evaluators were surveyed. The top six answers are on the board....
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Excess Power

Electricity Storage by the Other NWA; Chum v Beluga

By Energy Rant No Comments
Energy storage is easy and cheap. Grid-grade electricity storage is complex and expensive. Definitions of energy storage vary. Some consider hot water, chilled water, or ice to be stored energy. It’s really storing the benefits of energy consumption. For phenomenal refreshers and mental strolls down memory lane, see Storing Energy v Storing Benefits and Something Old, Something Old. Why is grid-scale electricity storage so expensive? To answer this question, let’s consider the forms of storage and the hurdles that must be overcome to make it cost effective. Electricity Storage Challenge #1 = Inefficiency First, we have the storage of potential...
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Powering Lives at Lowest, Convenient Cost

By Energy Rant No Comments
I spent last week at the Association of Energy Services Professionals (AESP) National Conference in New Orleans. Our industry is in transition once again. Substantial changes are on the horizon. Let’s recap some highlights and lowlights in the utility and demand side management industries the past few decades. As nuclear power was going to be too cheap to meter in the 1970s, the oil embargo, Jimmy Carter sweater speech, and the Three Mile Island nuclear accident resulted in a radically different direction for our energy future. On the heels of the above, and the global cooling threat (check out the...
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Nuclear Power – What’s it worth to you?

By Energy Rant No Comments
Author’s Note: Mike Frischmann here. I’m doing my best Jeff Ihnen impression and filling in for the Rant this week. Your regular dose of Jeff will return next week. Nuclear power plants have fallen on hard times. There has been a dearth of new builds in this country for decades. The DOE, at the request of the nuclear and coal industries, is pushing to throw nuclear generators a lifeline for pricing preferences. Most of the recent plant construction cancellations discussed in the news are nuke plants. And there’s, of course, the global scale mess of the Vogtle plant in Georgia...
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Reverse Diversification Coming to a Utility Near You

By Energy Rant One Comment
In my Personal Finance class as an undergraduate, our instructor used the term diworsification[1] for large stalwart companies. Diworsification occurs when a company buys another company it knows nothing about and isn’t complimentary to the core business. Utilities got into this in the wild west days of 1990s deregulation, buying telecommunication and even real estate companies. That didn’t end well, and they went back to their core business of the regulated monopoly. In recent years we have experienced a reverse diversification of our power supply – namely in the reliable, conventional, thermal power plant sector. We still get almost half...
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