Political Pendulums Are Grid-Wrecking Balls

Political Pendulums Are Grid-Wrecking Balls

I could write about electricity shortages and data centers every week. Maybe I’ll attempt to keep it to one per month. There are many reasons it’s important, but the big one is that it drives load growth, strains the bajeezus out of the grid, and keeps...
A Twelve-Pack for 2023

A Twelve-Pack for 2023

A Twelve-Pack for 2023 Last year Las Vegas booked my predictions at 1:1.5 odds. This year I’m being more aggressive and expect something closer to a 3:1 weighted average. Below, I include my estimates for each forecast. Ukraine War I’ll get the tough stuff out of the...
Next Up: A Wild Energy Ride

Next Up: A Wild Energy Ride

It has been a frothy year for the energy industry, and it will continue well into next year and beyond. How far? Heh heh. Let’s start with coal. After plummeting 30% in 2020, consumption bounced back, gaining 35% in 2021. Doing the math, that doesn’t quite get coal...
Question: Carbon and Benefits? Answer: Efficiency

Question: Carbon and Benefits? Answer: Efficiency

“Don’t drink the Kool-Aid” and being as objective as possible are how I roll. If you feel otherwise, by all means, let me know. Driving across Southern Minnesota recently, a billboard like the image nearby caught my eye. I thought this would be worth looking into to...