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There's been a meme running around showing solar carports. Usually, the "take" is we should be installing solar carports instead of using farmland for solar. Here's the thing: no one is stopping you from installing solar carports. So why don't we do it more often? A thread...
New Georgia Power load forecasts just dropped. Your jaw will, too.
DATA CENTERS: 31 GW
MFG'ING: 1.2 GW
OTHER: 1.2 GW
CLEAN TECH: 1 GW
"Since the filing of the 2023 IRP Update in October 2023:
The total economic development pipeline has expanded from approximately 17,000
I can't overstate how big of a deal it is for Ford and GM to partner with Tesla on a standardized electric plug. For about a decade, we've been in a Beta Max vs VHS battle for EV chargers. Here's a 🧵 of history for folks just now tuning in...
Roughly 30–40% of U.S. corn production — about 30 million acres — is dedicated to ethanol. That same land area could support around 5,000 gigawatts of solar capacity, which is 3–4 times the total nameplate capacity of the entire U.S. electric grid. We don't have a land problem.
A 3 MW wind turbine weighs about 600 tons and generates nearly 9,200 MWh annually, and every year for 25-30yrs. 600 tons of coal can only generate maybe 4,800 MWh, once. The wind turbine is about 50x more efficient.
Maybe don't get yer factoids from a fictional TV character.
You can’t power a state on fantasy.
Nuclear: 10–15 years out
Coal: No new builds planned, anywhere
Gas: 5–7 year delays
States banning solar & wind are picking losers—and guaranteeing failure.
When gas finds out they're the *only* resource a state will allow, prices skyrocket.
Only 4 types of power plants can realistically get built in the next 5–10 years: gas, solar, wind, and batteries.
But as states attack renewables and rush to gas, turbine backlogs are now 7–8 years.
If we want power soon, we need renewables in the mix. Fast.
An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now.
Even if $META wants to spend $100-$150B on CapEx for AI infrastructure, they can't. It is not just $NVDA.
Transformers, power equipment, cooling equipment, and the availability of
Dispare and hopeless exist when folks aren't empowered. The constant singular focus on federal issues in the news cycle make "change" seem remote, unreachable. Folks, I have a great story to share. Five years ago, I helped save my city $120m. And like, 50 ppl know.
Thread...
GE: “We’re basically booked out for the next three years.” for natural gas turbines. If your utility doesn't already have gigawatts lined up, you'll be waiting until the 2030s.