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Jesse D. Jenkins
@JesseJenkins
Professor of Energy Systems Engineering & Policy @EPrinceton & @AndlingerCenter. Co-founder Firma Power. Advisor to climate tech companies & investors.
Princeton, NJ
Joined October 2008
Posts
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    The blokes at Stepchange Show have produced an epic history of the US grid, "the largest machine ever built," and it is TRULY GREAT. I think it is THE best single piece on the arc and accidents of history that results in our unique American power system.
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    Vance last night: "We should be making more solar panels here in the United States of America." Me last night yelling at the TV: THAT IS EXACTLY WHAT AMERICA IS DOING UNDER THE BIDEN-HARRIS ADMINISTRATION (AND EVERY SINGLE REPUBLICAN VOTED AGAINST THE LAW THAT MADE IT HAPPEN)!!
    GIF
    Vance last night: "We should be making more solar panels here in the United States of America." Meanwhile:
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    The energy provisions in the Republicans' One Big Horrible Bill are truly so bad! Who wants this? The country's automakers don't want it. Electric utilities don't want it. Data center developers don't want it. Manufacturers in energy intensive industries don't want it. It
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    Replying to @JesseJenkins
    The new Senate draft raises taxes on all wind and solar projects that haven't begun construction today unless they are placed service by end of 2027 and navigate complex, likely unworkable requirements to prove they don't use a drop of Chinese materials. After that, this bill
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    This is unbelievably bad. I am astonished that the Senate language got WORSE overnight than even the House version. This One Big Horrible Bill will raise energy costs, kill $100s of billions of new investment in energy & manufacturing, make our grid less reliable, increase
    We might vote today on Republicans’ new tax bill, released in the dead of night. It includes a NEW tax on all wind and solar projects. It will kill the industry, raise costs for everyone even more than we thought, and cause shortages.
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    For my entire life, I've heard politicians talk about bringing manufacturing jobs back to America. It is FINALLY happening. "We're not going back!" has been @KamalaHarris's rallying cry. But those jobs & industries of the future now hang in the balance this #election. 🧵
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    I dont really understand this move. Without acquisition, US Steel will likely close plants and shed thousands of US jobs. Nippon will keep them open. Japan is one of our strongest allies. The plants are physically in the US & arent going overseas. What is going on here?
    Scoop: Biden prepares to block Nippon Steel acquisition of U.S. Steel, sources tell @davidjlynch & me Story tk
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    Yikes. Just had an electrician over to install 240V outlet for Lvl 2 EV charger. He gave me an EARFUL about how overworked electricians are & how FEW people are coming into the trade behind his generation (he's mid-50s). Real bottleneck. Need to train an army of new electricians!
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    It's 2010. Dems failed to pass a cap & trade bill w/58 vote Senate majority. They lose 6 Senate seats + 68 House. It's 2022. Dems pass an investment-centric climate bill in a 50/50 Senate. It is impervious to GOP attack. Ds hold Senate (gain +1?) & lose minimal House seats. 🤯
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    Welp. I could not have been more wrong. Not only has the Lightning or R1T not outsold the Cybertruck, as I predicted last year, but in July, sales of the Cybertruck Foundation Series (priced at $100k!) nearly matched ALL other EV trucks combined. 🤯 🤦‍♂️
    NEWS: S&P Global Mobility says Tesla delivered 5,175 Cybertrucks in July (up 61% MoM), while other EV pickups combined sold just 5,546 units during the same period.
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    National Association of Building Trades Unions: "If enacted, the [Republicans' budget bill] stands to be the biggest job-killing bill in the history of this country... the equivalent of terminating more than 1,000 Keystone XL projects... threatens 1.75 million construction jobs."
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    The Inflation Reduction Act has been US Law for but one day and I've already: 1. Heard from one state legislative leader planning to radically accelerate the state's timeline to 100% carbon-free electricity given how much more affordable those goals now are, and...
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    Replying to @JesseJenkins
    Oh, and the cherry on top: this adds a new production tax for metallurgical coal! You read that right: through the end of 2029, met coal producers get a 2.5% PTC. 🤯 This bill kills the industries of the future while subsidizing the industries of the 19th century. It's insanity!
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    Replying to @JesseJenkins
    Main story continues to be the failure of thermal power plants -- natural gas, coal, and nuclear plants -- which ERCOT counts on to be there when needed. They've failed. Of about 70,000 MW of thermal plants in ERCOT, ~25-30,000 MW have been out since Sunday night. Huge problem.