Aaron Bryant

Energy markets analyst @WhiteCase, runner, salty Cape Cod soul. Via @DukeU & @UMass. Views are my own & not firm-associated guidance.

[Quincy Lee @QuincyEdmundLee]

New transmission projects planned since 2021

Of the projects only 10 have begun construction, enabling ~20 GW of new generation as of 2023

This is just a small fraction of what is needed for a fully electrified economy

[Quincy Lee @QuincyEdmundLee]

Transmission lines are the ultimate data center bottleneck

"Since 2020, the US has averaged 370 miles of new high voltage transmission

~46% of grid-connected data centers require transmission upgrades

Timelines range from 3 to 7 years for a new higher-voltage line"

[Sam Stein @samstein]

The art of the deal:

pay billions of dollars to take offshore wind farms offline

then pay hundreds of millions of more to prop up coal plants

https://t.co/4V9tCFjzoS

[Simon Mahan @SimonMahan]

Bad weather forecasts don't just affect your picnic plans. Bad weather forecasts impact power demand forecasts. Missed power forecasts have been partly implicated for recent power outages in the US. It's literally a life or death situation.

[Utility Dive @UtilityDive]

7 states sue Trump administration over TotalEnergies offshore wind lease buyout

The lawsuit calls the deal a “sham settlement agreement to unlawfully cancel an offshore wind lease and redirect the money paid for the lease to a separate, unauthorized use." https://t.co/6s4T4e5TEL

[WSJ Politics @WSJPolitics]

State Attorneys General Sue Trump Administration Over Payment Ending Offshore Wind Projects https://t.co/csQx4TDUKP

[Tara Blume @tcblume]

Science gasps for breath. They are removing all the ocean monitors to understand changes in currents and climate, and the excuse is a master class in obfuscation & double speak . (1/2) https://t.co/vs782YbcI3

[Aaron Bryant @ajbry]

@arne__ness having been married to one, and close friends with several others, the advisor is literally their lifeline. It's fascinating tbh bc as you said, if they dip (or if their funding dips!) then things have to change quite a bit. And most likely still *years* of uncertainty after

[Mark Chediak @markchediak]

Friday afternoon 🍨👇
About $50 billion in onshore wind investments and 150,000 jobs are at risk from the Trump administration's halt of approvals for new projects, according to a document prepared by @USCleanPower obtained by @business.
https://t.co/CxChpg4RAo

[Ben Norris @BenNorrisIV]

New NERC Summer Reliability Assessment just dropped.

"Rapid growth in solar, battery, and natural gas-fired resources since last summer has strengthened reserves."

☀️🔋💪

[Aaron Bryant @ajbry]

@toddcrossfits @JohnGoldman @tckahler this is super important. A lot of new runners don’t understand the cumulative effect of years of direct sun on your torso. So if you don’t want skin cancer … wear a tank lol

[Aaron Bryant @ajbry]

@JohnGoldman @tckahler unfortunately the “good” brands genuinely have a competitive advantage here. The average mesh tank/singlet (like the Twilight from Tracksmith or a generic one from most brands) only gets heavier. But the papery perforated ones? They really work! A net positive in hot weather, imo

[Aaron Bryant @ajbry]

@tckahler as someone who grew up in Florida, all valid lol. Socks are so crucial but most ppl overlook them

[Josh RR Jokien @joshcarlosjosh]

The hobbits cheering for Gandalf after he sets off another round of fireworks:

[Ari Peskoe @AriPeskoe]

NextEra's recent failed merger attempts include: Oncor, Hawaii Electric, Evergy, and Duke!
https://t.co/dsZrxNDQxg
https://t.co/N3tSHWk6Wq
https://t.co/nWJYnselxJ
https://t.co/7DhGTv0hUl

[Alexander C. Kaufman @AlexCKaufman]

This is a tragedy, and reminds me of a problem faced in journalism where fewer and fewer reporters actually physically go places far from home to observe things.

[Aaron Bryant @ajbry]

A bit more nuance via NextEra’s press release: https://t.co/kdZFSxeKRp

[Aaron Bryant @ajbry]

NextEra acquiring Dominion for $67 billion, per Bloomberg this morning

[Aaron Bryant @ajbry]

Gift article link: https://t.co/5kIBbI111O

[Jared Anderson @JAndersonEnergy]

PJM IMM: "Data center load additions have already had a sig & irreversible impact on customers that will be paid thru May 31, 2028, and will have additional sig impacts on other customers from higher transmission costs, higher energy market prices, higher capacity market prices."