Seth Christ

Energy strategist. Storage, solar, grid & AI. Learning in public from Tulsa. Views my own.

[Seth Christ @SethChristx]

1 - Energy storage is having its biggest year yet, and the forecasts keep getting revised
up. 🧵
2 - BloombergNEF now expects 188 GW / 535 GWh of storage to be deployed worldwide
in 2026, up 45% from last year's record.
Six months ago its 2026 estimate was 158 GW / 459 GWh.
3 -The containers keep getting bigger. DC blocks of 5 MWh+ in a 20-foot box are
becoming normal on large US projects.
UL just launched a certification pathway for modular DC systems so code officials can
verify which combinations were tested together.
4 - Chemistry is widening too. Sodium-ion startup Peak Energy closed a $108M Series B
led by GM Ventures, and says it has more than $1B in customer orders.
5 - And durations are stretching. In France, projects were nearly all 2-hour a few months
ago. Now 3- to 4-hour projects are getting financed as the old revenue stream gets
crowded.
Bigger, longer, more varied. Storage is turning into normal grid infrastructure.

[Seth Christ @SethChristx]

Portugal, https://t.co/H1vhsqiXJu (Oct 29, 2026): https://t.co/MdI9iHuvAf
gal-makes-grid-forming-mandatory-for-large-scale-bess-and-launches-1gw-tender/
Singapore, BESS News (Oct 29, 2026): https://t.co/xrETksDeYr
ore-ema-energy-storage-vision-1-gwh-by-2030-industry-consultation
Hams Hall, ESS News (Oct 29, 2026): https://t.co/G0l8H51mTB
ters-french-market-finances-europes-biggest-bess/
California DEBA, https://t.co/H1vhsqiXJu (Oct 29, 2026): https://t.co/7iMok1QB7G
s/california-energy-commission-releases-us46-million-for-ders-supporting-grid-reliabilit
y/

[Seth Christ @SethChristx]

Battery storage is quietly changing jobs. It's not just a bulk energy trade anymore.
Governments are writing it into grid rules. Examples from this week:
Portugal: new BESS projects over 45 MW must be able to run in grid-forming mode
and provide synthetic inertia. It's also tendering about 1 GW of connections, with the
grid operator allowed to curtail up to 500 hours a year for standalone projects.
Singapore: its energy regulator wants about 1 GWh of storage by 2030, up from
roughly 350 MWh today. Consultation is open until Jan 29, 2027.
UK: BW ESS financed its 400 MW / 1,424 MWh Hams Hall project, with a 10-year
revenue floor from EDF. Long contracts are what turn batteries into bankable
infrastructure.
California: the Energy Commission released $46M for distributed backup assets
(batteries, microgrids, flexible load) to help avoid blackouts in extreme events. The
pattern: storage is being bought for reliability, not just arbitrage.

[Seth Christ @SethChristx]

I would love to see some competition for these companies. In my area there is only one choice for reliable service.

[Sawyer Merritt @SawyerMerritt]

AT&T, Verizon and T-Mobile are terrified that some real competition is on the way. This industry is about to see the first real disruption in a long time.

I can't wait to switch to @Starlink Mobile.

[Sawyer Merritt @SawyerMerritt]

AT&T, Verizon and T-Mobile are terrified that some real competition is on the way. This industry is about to see the first real disruption in a long time.

I can't wait to switch to @Starlink Mobile.

[Seth Christ @SethChristx]

Cutting electric vehicle charging costs https://t.co/Cm9PvPRMpE

[Seth Christ @SethChristx]

Constellation release (Oct 27, 2026): https://t.co/QyMX9G8FN1
10/constellation-secures-conditional-doe-loan-commitment-of-up-to-5-billion-to-expand
-nuclear-output.html

[Seth Christ @SethChristx]

Constellation just got a conditional DOE loan commitment of up to $5B to squeeze more
output from 8 nuclear plants it already runs.
Separate deals with Google and Amazon already have it investing $7B+ for about 1,080
MW.
The fastest megawatts are often the ones you already own.

[Seth Christ @SethChristx]

https://t.co/kUAwtDvMGF

[Seth Christ @SethChristx]

1 - Energy storage is having its biggest year yet, and the forecasts keep getting revised
up. 🧵
2 - BloombergNEF now expects 188 GW / 535 GWh of storage to be deployed worldwide
in 2026, up 45% from last year's record.
Six months ago its 2026 estimate was 158 GW / 459 GWh.
3 -The containers keep getting bigger. DC blocks of 5 MWh+ in a 20-foot box are
becoming normal on large US projects.
UL just launched a certification pathway for modular DC systems so code officials can
verify which combinations were tested together.
4 - Chemistry is widening too. Sodium-ion startup Peak Energy closed a $108M Series B
led by GM Ventures, and says it has more than $1B in customer orders.
5 - And durations are stretching. In France, projects were nearly all 2-hour a few months
ago. Now 3- to 4-hour projects are getting financed as the old revenue stream gets
crowded.
Bigger, longer, more varied. Storage is turning into normal grid infrastructure.

[Seth Christ @SethChristx]

https://t.co/YuUtbXJ0Ow

[Seth Christ @SethChristx]

https://t.co/7QiLkXAXAw

[Slate Auto @slateauto]

In a pinch unplug the toaster. Everything you need to know about charging https://t.co/Wqcv8fw8wj

*Charging compatibility will vary by location and equipment. Follow your owner’s guide and use properly rated equipment.

[Seth Christ @SethChristx]

GM's Q3: $4.1B in adjusted EBIT, up 22% from a year ago.
Also: $3.6B in "EV strategic realignment" charges so far this year.
That's not an exit. It's an automaker resizing EV plans to the market it actually has.
Expect more of that from everyone.

[Seth Christ @SethChristx]

Rich countries generate less electricity per person than they used to.

UK: ~4,200 kWh, about 1968 levels, -37% from 2003.
Germany -24%. Canada -17%. US -8%.

EVs, heat pumps and data centers push the other way. Flat national averages hide local load growth.

Data: OWID, CC BY

[Sawyer Merritt @SawyerMerritt]

NHTSA announced today that they are proposing new rules aimed at removing U.S. federal regulatory barriers for autonomous vehicles without steering wheels or pedals, such as @Tesla's Cybercab.

The proposed changes include:
• Eliminating requirements for manually operated turn signal controls in vehicles without steering wheels or pedals: "NHTSA has concluded that the self-canceling and manually operated control requirements in the current standard are unnecessary for turn signal operating units that are installed on vehicles without manually operated driving controls."

• Allowing autonomous driving systems to control turn signals, hazard lights, and high/low beams without traditional driver-operated switches.

• Removing certain dashboard indicator requirements for turn signals and high beams in vehicles without manual driving controls.

• Allowing optional cyan-colored exterior lights to indicate when a vehicle is operating autonomously, with standardized requirements for their placement, brightness, and operation.

• Eliminating outdated restrictions on vertical headlight arrangements, giving automakers greater design flexibility.

• Allowing modern integrated headlights to be tested at manufacturer-specified voltages rather than requiring 12.8 volts.

NHTSA says the changes are intended to eliminate unnecessary regulatory barriers, reduce costs, and enable innovation without compromising vehicle safety.

[Farzad 🇺🇸 🇮🇷 @farzyness]

Elon's Latest Post Is A HUGE Deal

[Seth Christ @SethChristx]

The most useful AI in operations won't look impressive in a demo.
It reads every service ticket, notices the same fault showing up in different places, and flags it before customers do.
Boring work. That's where the payoff is.

[Nic Cruz Patane @niccruzpatane]

Here’s everything to know about the newly launched @Tesla Roadster:

• Created to be the Ultimate Driver’s Car.
• Deliveries actually begin in 2028, built in Texas.
• Three configurations: Performance, Thrust, and Rocket.
• >300 miles of range for all trims.
• 0-60mph per configuration: <1.6s (Performance), <0.9 (Thrust), <0.59s (Rocket)
• Cold-gas thrusters (@SpaceX-derived, adapted for atmosphere).
• 10 nozzles fed by 600 liters of compressed air allow the car to move forward, upward, and rotate.
• Thrusters generate 4–5x force the tires can handle.
• Multi-mode suction/fan system can hold the car upside-down even when stationary (up to 2G). The car can go upside down.
• Design is inspired by SR-71 and F-35.
• Concealed headlights
• Ano White paint (aerospace coatings: UV, cryogenic, electrostatic, corrosion protection)
• Gold Glazed tinted glass (spacesuit-visor style) + titanium accents
• Ultrawhite interior cabin with gray microsuede detailing and seat bolsters.
• Seats are molded into the chassis.
• Steer-by-wire Yoke
• Made with magnesium, titanium, carbon fiber.
• Height-adjustable spool-valve dampers, which allows the car to raise or lower.
• Can drop up to 1.6 inches (40 mm) in Track Mode.
• Three modes: Road Mode, High-Drag Mode, and Low-Drag Mode.
• Top speed more than 230 mph, but Elon said Tesla is working toward a longer-term goal of 380 mph (Mach 0.5).

[Business Insider @BusinessInsider]

Inside America's only internet sea cable maker