F. Todd Davidson

I work at the intersection of energy and defense. Assoc. Prof Mech & Aerospace Engr @WestPoint_USMA. Alum of @UTAustin; @WebberEnergy @ideasmithsLLC

[F. Todd Davidson @FToddDavidson]

Very excited about this! Tune into the West Point podcast to hear my conversation with @DeanUsma about the importance of energy resilience and sustainability in the context of national defense.

[West Point Dean @DeanUsma]

🔋Powering the Future

In this episode, you’ll learn about:

🔸 Modernizing energy resources

🔸 Army installation resilience against energy infrastructure threats

🔸 The science & benefits of electrifying the Army’s tactical fleet

⤵️Full episode⤵️
🔗https://t.co/z3VVb0ee0M

[F. Todd Davidson @FToddDavidson]

People can debate the utility of LCOE all day long, but in my opinion the metric still delivers valuable info. And one thing is clear: wind and solar have a critical role to play in our energy system, along with gas, nuclear, geothermal, and more.

[Shanu Mathew @ShanuMathew93]

First bullet of the Lazard LCOE 2025: "On an unsubsidized $/MWh basis, renewable energy remains the most cost-competitive form of generation. As such, renewable energy will continue to play a key role in the buildout of new power generation in the U.S. This is particularly true in the current high power demand environment, where renewables stand out as both the lowest-cost and quickest-to-deploy generation resource"

[Nat Bullard @NatBullard]

It's here: my annual presentation on decarbonization.

There is a lot going on, and I attempt to capture it in 200 slides. Ocean heat content, deforestation, fund performance, vehicle efficiency, lighting technology, GLP-1 agonists, and much more. https://t.co/DxlE3kbl13

[Stephen Stapczynski @SStapczynski]

THE US LNG MIRACLE 🇺🇸🚢

This is the story of how the US became the world's biggest exporter of liquefied natural gas in less than a decade, drastically rewriting global energy trade

Thread below 🧵👇

[F. Todd Davidson @FToddDavidson]

Great update from @ideasmithsLLC wizard @joshdr83!

So many amazing energy stories in ERCOT ⚡️ ☀️ 🌬️ 🔥 🏭 ☢️

[Joshua D. Rhodes @joshdr83]

The ERCOT fuel mix chart has been updated to include 2023!

A few thoughts:
- ERCOT is 40% carbon-free
- solar looking like wind circa 2010
- coal decline offset by wind + solar
- gas variability driven by gas prices
- wind & solar are not displacing gas at all

[Joshua D. Rhodes @joshdr83]

The ERCOT fuel mix chart has been updated to include 2023!

A few thoughts:
- ERCOT is 40% carbon-free
- solar looking like wind circa 2010
- coal decline offset by wind + solar
- gas variability driven by gas prices
- wind & solar are not displacing gas at all

[West Point Dean @DeanUsma]

🔋Powering the Future

In this episode, you’ll learn about:

🔸 Modernizing energy resources

🔸 Army installation resilience against energy infrastructure threats

🔸 The science & benefits of electrifying the Army’s tactical fleet

⤵️Full episode⤵️
🔗https://t.co/z3VVb0ee0M

[F. Todd Davidson @FToddDavidson]

Well done @joshdr83 and the entire @ideasmithsLLC team!

[Michael E. Webber @MichaelEWebber]

#1 in utility-scale solar
#1 in wind
#1 in hydrogen
#1 in carbon capture & sequestration

What's next...?

#1 in geothermal?

[F. Todd Davidson @FToddDavidson]

Great time at AUSA!

The importance of energy resilience, efficiency, and sustainability were on prominent display at the Army’s premier conference. ⚡️ ☢️ 🔋 ⛽️ 💨 ☀️

Well done cadets in showcasing the great work you are doing to solve some of the most challenging problems!

[F. Todd Davidson @FToddDavidson]

@tsrandall @BrentToderian @mclott @MichaelEWebber @joshdr83

[F. Todd Davidson @FToddDavidson]

1) 67% of housing units are within 20 ft of an electrical outlet. Positive implications for shifting to EV fleet.

But,

2) the places with the lowest % have the best public transit.

A simple reminder that decarb’ing transport is about more than EVs

https://t.co/fG7ljROCoN

[F. Todd Davidson @FToddDavidson]

This is too accurate… 😂

[Guido Meijer @guido_meijer]

I was watching Lord of the Rings last night and realized there are many parallels with academia!

A thread 🧵👇

[IdeaSmiths LLC @ideasmithsLLC]

Renewable energy on the TX grid lowered the cost of electricity in the state by $11B in 2022, according to a report by energy systems analysis firm IdeaSmiths. Renewables have also saved TX customers ~$1,000 in electricity bills over the past 5 years…
https://t.co/TBTMSWxU8e

[F. Todd Davidson @FToddDavidson]

@duncancampbell ftodd_davidson

[Jason Hochman @jasonclimateguy]

Remarkable mapping of the CDR/Carbontech startup landscape via Allied Offsets

[F. Todd Davidson @FToddDavidson]

Seen at the Frankfurt airport

[Grid Status @grid_status]

The Texas grid has had an eventful last 2 weeks

Not only has @ERCOT_ISO hit numerous all-time records, it also launched a new market product (ECRS) for the first time in over a decade

For some enriching holiday weekend reading, see our latest deep dive
https://t.co/pidgP8XxeE

[F. Todd Davidson @FToddDavidson]

Recent @AmHomefront article covering our work @WestPoint_USMA to educate and inspire cadets regarding sustainable infrastructure, resilience, and climate!

@ASArmyIEE @WestPointCME @usma_gene @ArmyWP_Systems & West Point CLS

https://t.co/xfNDJzOaP8

[F. Todd Davidson @FToddDavidson]

The energy-security nexus is on full display.