David K. Bellman

All Energy Consulting (All means all. Oil & Gas & Power & Renew & Emissions & BTC - yrs of real experience in all areas). Advising high net worth individuals🤘

[David K. Bellman @AECDKB]

Another disingenuous discussion. I am an energy efficiency advocate myself but once again you need to weather normalize that. CA has rather moderate climate therefore weather extremes which make energy efficiency mute allow CA to say they are more efficient. When it's freezing or hot as hell you do what it takes to survive.

[David K. Bellman @AECDKB]

More truth... Policy vs weather ...weather always wins: Mild Summer and Lower Loads in 2025
Cooler temperatures reduced demand: Summer 2025 brought some of the coolest temperatures in recent years across California. This led to lower electricity demand and reduced grid stress, with no grid emergency events or alerts.

https://t.co/HdhgDpdAY0

Actual peaks below forecasts: CAISO's summer peak hit just above 44,500 MW on August 21, 2025—roughly 2,200 MW lower than the forecasted average-year level. One report noted a peak of 44,434 MW on that date, below the CEC forecast of ~44,779 MW.

https://t.co/zvFGpabPmS +1

Comparison to prior years: This was significantly lower than hotter summers (e.g., near-record peaks around 52,000 MW in 2022). Mild conditions meant less air conditioning load, easing pressure on the system despite growing renewables and storage.

Let's not have policy be a function of weather whims. Power analysis needs to be weather normalized.

[Mike Umbro 🪃 @MikeUmbro]

If only ratepayers paid wholesale prices this would mean something to the people of California.

Here’s the truth…

[David K. Bellman @AECDKB]

Not to speak for Kevin, but the nuance is not that there are NO community concerns - it is that the community concerns are being amplified by outside forces. All developers should address community concerns, but one would hope they are aligned with the local community's objectives. I have done refinery, power development, and data center projects. The most benign development is a data center. It is essentially a warehouse with computers in it. In the end, there is no pile of direct chemical waste. The heat generated from the facility is nowhere close to that from a power plant. The facility can be used for other purposes afterwards without major remediation. The noise can easily be mitigated and, compared to other manufacturing facilities, is rather manageable. If we look at the most data center-concentrated county in the country, Loudoun County in VA, they had a 10-year decline in property taxes. They are a very affluent county. Economic development comes in many forms, and data centers are a benign way to create economic development relative to other choices, from power plants to manufacturing.

[David K. Bellman @AECDKB]

Interesting point... @grok what is the percentage of people in US that plays golf, eat almonds, owns smart phone ... Which is used by more people golf courses, almonds, or data centers?

[Trung Phan @TrungTPhan]

“California almonds use 4x-7x more water than all data centers in North America used combined in 2025.”

Golf course owners:

[David K. Bellman @AECDKB]

@RMConservative Makes sense to me - we have abundance of natural gas and they do not.

[David K. Bellman @AECDKB]

This means wind fixed maintenance cost are more substantial at about 10 years not that it is not designed to run for 25 years. Gas units to even coal units have fixed maintenance cost which are incorporated in a full life cycle assessment. Hopefully this was incorporated for wind if not it's fallacy to the engineers and economic team. Nothing is free in life some things are less costly.

[David K. Bellman @AECDKB]

@ewarren This you celebrating the success of blocking a merger of two small airlines who now one will be bankrupt? Decisions like this are measured over time. https://t.co/BQFhaVhfPi

[Elizabeth Warren @SenWarren]

I've warned for months that a @JetBlue-@SpiritAirlines merger would have led to fewer flights and higher fares.

@JusticeATR and @USDOT were right to stand up for consumers and fight against runaway airline consolidation.

This is a Biden win for flyers! https://t.co/lJFGS3ucv3

[David K. Bellman @AECDKB]

@calvinfroedge Or it could be a self fullfilling mandate since Cole Allen was posted they had to go find one and then indoctrine him and get him to this point...

[David K. Bellman @AECDKB]

@JigarShahDC Where in the world are you getting your numbers? I can show you satellite images of over 14 GW of data centers under construction trying to get online this year. The only platform to weekly track data center projects is Vulcan by @SynMaxData

[David K. Bellman @AECDKB]

I am really not understanding your numbers. We were recently cited in the Financial Times. We have over 400 individual projects in 2026 not 140? - At 350+ individual locations. The potential is around 24 GW but more likely around 14 GW gets online in 2026. We have it by project and our precision is based on weekly satellite images plus thermal drones. If you want visibility into data center construction best to have the Vulcan platform by @SynMaxData

[David K. Bellman @AECDKB]

This is how they manage the control of our food system. The AG gag law makes it illegal to film what is happening at industrial farms. This has worked well to stop society understanding the inhumane treatment of our food system - so might as well try limiting ability to make fraud visible.

[Nick shirley @nickshirleyy]

🚨 Exposing California's corrupt "Stop Nick Shirley Act", instead of going after the fraudsters California is now going after the people exposing the fraud.

This bill AB 2624 will:
- Criminalize journalists with misdemeanors, $10,000 fines, imprisonment, and content takedown
- Let immigrant based NGOs' funding be confidential
- Take away freedom of the press from journalists
- Protect any "immigration support services" information from being public (healthcare, legal services, etc)

This bill was created by the Attorney General's WIFE Mia Bonta to stop fraud from being exposed. Please like and share this video everywhere! By trying to silence and intimidate journalists, they are trying to hide the truth from you. EXPOSE ALL THE FRAUD.

[David K. Bellman @AECDKB]

Weekly visibility into projects is available now. No need to wait to hear updates months later. Vulcan platform is the essential tool in understanding how the future will unfold.

[SynMax Energy @SynMaxEnergy]

~40% of US data center projects may be delayed due to labor, permitting, and power constraints.

Leveraging data from SynMax, the @FT recently released an article highlighting the growing gap between AI investment and infrastructure delivery.

Read the full article: https://t.co/ig1hVDnlnd

[David K. Bellman @AECDKB]

@JohnVian0225 @RT_com I love the optimism! https://t.co/9mx63Xcul4

[End Wokeness @EndWokeness]

It's now been 2 years since Key Bridge fell in Baltimore. This is how much is rebuilt:

[David K. Bellman @AECDKB]

The future... People will animate their pets and create stories 😂

[Min Choi @minchoi]

If you think AI video can't be funny then explain this. 😹

[David K. Bellman @AECDKB]

If Einstein says this I will say it too! Be curious - question everything!

[Physics In History @PhysInHistory]

"I have no special talent. I am only passionately curious."

– Albert Einstein

[David K. Bellman @AECDKB]

This is going to be an exciting webinar to put together. We're opening the doors to both clients and the public to discuss some critical shifts in the market. We'll provide a glimpse of the ground truth in the Middle East before coming back to the States to assess the data center and generation buildout. Ultimately, we'll show how all of these factors are converging to impact US natural gas demand.

[SynMax Energy @SynMaxEnergy]

Join us tomorrow — March 5 at 3 PM EST
2026 Summer Power Market Outlook | SynMax Vulcan Webinar

As energy markets brace for another high-stakes summer, we're hosting a live discussion on the key risks, market dynamics, and infrastructure signals that will shape power prices in the months ahead.

We'll also be sharing a brief update on our ongoing satellite-based assessment of energy infrastructure across the Middle East — including ground-truth imagery analysis following recent geopolitical events in the Gulf region.

On the agenda:
→ Middle East energy infrastructure: what our imagery actually shows
→ 2026 summer power - Data Center Build Outlook & Power Generation
Build Outlook
→ How Vulcan's AI-driven insights help you stay ahead of market moves

If you trade power, track capacity, or need reliable ground truth on infrastructure status — this one's worth an hour of your time.
Register here: https://t.co/ttaY6Ienai

[David K. Bellman @AECDKB]

In the movie WarGames (1983), WOPR stands for War Operation Plan Response, a NORAD supercomputer that runs nuclear war simulations and is nicknamed “Joshua.”

[Caroline Orr Bueno, Ph.D @RVAwonk]

“Leading AIs from OpenAI, Anthropic and Google opted to use nuclear weapons in simulated war games in 95 per cent of cases.”

These are the models that are going to be given autonomous control over weapons systems.

[David K. Bellman @AECDKB]

@cixliv How long does the battery last? Do they all wait in line to charge?

[David K. Bellman @AECDKB]

I spent significant time on understanding MATS as I was at AEP at the time it was initially proposed. It's not naive if you understand how utilities work. The way the NY times and many are protraying this as some corporate greed when in fact the case you brought up is a fully regulated utility. There is a big difference in a regulated utility and IPP in terms of incentive structure. There is public utility commission which is elected that can "make" utilities do what is deemed good for society. I am very certain the arguments made to make MATS a lot more stricter is open for debate much so than the initial MATS

[David K. Bellman @AECDKB]

Here is the nuance - white bluff has the CEMS for so2/nox/opacity what is unique about Biden version is the need to measure fine particulates. One can still do math to guesstimate the HG and particulate given the traditional CEMS plus the coal quality coming into the plant. Entergy is a regulated utility they don't have much incentive to do something harmful to society. Their only desire to not spend is because of poor capital allocation. It would be an interesting case to delv into the details to see how much this added cost is and whether a guesstimate process would achieve just as good measurement given the cost of installing new equipment.