Peter Knowles

Passionate about: #Decarbonization #EnergyTransition #RenewableEnergy #EnergyStorage #Sustainability #CarbonMarkets #Wind #Solar #Hydro

[Peter Knowles @Peter_R_Knowles]

@ChrisGillett @tylerhnorris Nice summary, agree off grid and bridge to grid to enable faster than grid connect is very much alive. I would add on the replacing load, that Data Center load is not the same as a smelter, in terms of its variations, which can be mitigated with on site flexible resource.

[Peter Knowles @Peter_R_Knowles]

@chamath War Operation Plan Response… Tik tac toe…

[Peter Knowles @Peter_R_Knowles]

@johnarnold Well written and spot on @johnarnold

[Peter Knowles @Peter_R_Knowles]

@johnarnold Wow that’s pricey.

[John Arnold @johnarnold]

It isn't just renewables; inflation is hitting all energy infrastructure. Duke just proposed building 2 gas-fired power plants in Indiana by 2030 for $3.3 bln, a stunning $2236/kw.
For comparison, a facility in MI came on in '22 at $1000/kw and another in IL in '23 at $1083/kw.

[Michael Thomas @curious_founder]

Texas is going to build a massive amount of solar this year.

It's worth noting that 80% of the capacity (~9 GW) in the chart below is already under construction and therefore protected against Trump's recent orders.

[Jostein Hauge @haugejostein]

China dominates many industries.

But there is one where China is far, far ahead of the competition: renewable energy manufacturing.

[Peter Knowles @Peter_R_Knowles]

@joshdr83 Hard to see but ~300 to ~450 TWhs… some impressive load growth…

[Peter Knowles @Peter_R_Knowles]

@DavidSacks It was a lot of fun to watch Governor Sacks in Sacramento…

[SpaceX @SpaceX]

Mechazilla has caught the Super Heavy booster!

[Peter Knowles @Peter_R_Knowles]

@Jason @JamesEagle17

[Peter Knowles @Peter_R_Knowles]

@chamath Watch for the tricks… “Natural Flavor” …. Apparently the fourth most prevalent ingredient… “anything derived from an animal or plant” vague enough?

[Peter Knowles @Peter_R_Knowles]

@Jason NostraCalacanis… between you and the Sith Lord Darth @DavidSacks…. Can you guys DM me the Mega Millions numbers?

[Peter Knowles @Peter_R_Knowles]

@johnarnold Hopefully that is where government grants and support help along with funding from segments of the private sector and philanthropists who can afford it.

[Peter Knowles @Peter_R_Knowles]

Great podcast by besties (@theallinpod ) interesting to hear @sama discuss efficiency improvements in AI algorithms and how adaptation and hardware improvements may reduce the power supply bottlenecks. Exactly the point @johnarnold recently made on the hype about demand growth.

[The All-In Podcast @theallinpod]

apple: https://t.co/ie8lFmF4jJ
spotify: https://t.co/Wk5K6FbzZd
youtube: https://t.co/KDRFjrjaDV

[Peter Knowles @Peter_R_Knowles]

@johnarnold Well said, efficiency gains will be factor and what model and chips are needed to run them. Feels like that will perhaps slow the growth in demand but likely lagged, slow not flatten.

[Peter Knowles @Peter_R_Knowles]

@johnarnold That is sound advice.

[Peter Knowles @Peter_R_Knowles]

@johnarnold Austin is up to 26th biggest metro area as well… the growth rate there has been very high, however that is pricing people out of the market…

[Peter Knowles @Peter_R_Knowles]

@theallinpod @friedberg For @friedberg, “How would you change the political system in the US to enable the ability to address multi decade structural issues like national debt or climate change?” Topical one given last week’s pod, and the risk of policy flip flopping between administrations.

[Peter Knowles @Peter_R_Knowles]

@johnarnold You may have missed 5) customers going off grid (C&I) making it harder to not increase rates for the remaining customers and 6) Need to maintain existing, and build new T&D, and ensure it enables two way energy flow where it makes sense….