Brian Bartholomew

Energy infrastructure, elecricity markets, niche memes. Dreaming of the hyperscale grid. Previously @REVRenewables, @BNEF, @PrincetonInAsia, @Fulbright.

[Brian Bartholomew @BPBartholomew]

California's famous duck curve, updated for 2023. CAISO now routinely flirts with near-zero net loads on the sunniest spring days.

[Brian Bartholomew @BPBartholomew]

@ShanuMathew93

[Brian Bartholomew @BPBartholomew]

As you know better than I do, unfortunately not even a Texas problem but rather the default of a system that wasn't built to deal with large private consumers.

There are huge win-win opportunities here for utilities and regulators that provide in tariffs the terms that are abundantly clear and beneficial in plain English.

- Large electric loads and suppliers fund their own grid upgrades with open access; later users refund first movers (how large generator network upgrades already work in much of the country).

- Utilities keep rate base economics, with rider or equivalent allocating cost to the large entities driving upgrades rather than all consumers.

Households get data center tabs off their bills and benefit from privately-funded grid upgrades.

Utilities get new rate base golden goose in a politically sustainable way (if they keep effing consumers there will be no data centers for anyone).

Data centers salvage social license to operate and can reflect willingness to pay for valuable speed and power.

[Brian Bartholomew @BPBartholomew]

@StockMKTNewz @Hedgeye Saving folks a search, the source is here:

https://t.co/92mL00q1QX

The resource is free to use, but does require attribution not getting lost along the way.

[Brian Bartholomew @BPBartholomew]

@Hedgeye Saving folks a search, the source is here:

https://t.co/92mL00q1QX

The resource is free to use, but does require attribution not getting lost along the way.

[Brian Bartholomew @BPBartholomew]

@tracyalloway

[Brian Bartholomew @BPBartholomew]

@toddrjones Thanks Todd!

[Brian Bartholomew @BPBartholomew]

@BrianRoemmele @paulkingmorris Appreciate it! Fwiw I think agents in driver's seat is where things should be even today, just not quite set up for it yet when making available to everyone for free.

[Brian Bartholomew @BPBartholomew]

@ShanuMathew93 @_vmlops @GavinSherry To be fair, Claude did most of the heavy lifting!

[Brian Bartholomew @BPBartholomew]

Thanks Paul. Brian, I appreciate the interest.

For now please do not run bots or agents on the site, it’s against the terms of service and can impact performance.

I’m trying to keep this open and accessible for everyone, and I don’t want to have to start restricting access because of things like this.

[Brian Bartholomew @BPBartholomew]

@EnviWood @AndreasenJack Yeah EIA 860 for base for US and then mostly GEM with some national datasets stitched in over the rest of the world for plants

[Brian Bartholomew @BPBartholomew]

@gnievchenko @macjshiggins @skooookum In a world of dashboard slop, we must strive to make dashboard joy

[Brian Bartholomew @BPBartholomew]

@srehyouka For better or for worse I think they'll probably implement their own better layers soon... 😅

[Brian Bartholomew @BPBartholomew]

@KoreanGrammer Yes, the whole world! 🙂‍↕️

[Brian Bartholomew @BPBartholomew]

日本のエネルギー・地図好きの皆さんへ⚡️

日本の電力グリッド、触ってみてください。

発電所・変電所・送電線を可視化

[Brian Bartholomew @BPBartholomew]

@ATabarrok @MTabarrok Here's the link, I added the rest of the world too: https://t.co/jbgx6f7XoA

[Brian Bartholomew @BPBartholomew]

The US grid, mapped.

Public data for public use.

16,819 power plants and 36,872 generators from EIA.
750,000+ transmission circuit-miles from HIFLD.
1,000+ data centers from EPA and other open sources.

[Brian Bartholomew @BPBartholomew]

@sakashiiiii If you hover the mouse over it, you'll see the description.

I included several satellites that I'm using imagery from, and then also several ones just because my mom worked on them :)

[Brian Bartholomew @BPBartholomew]

@fumi_maker Glad you are enjoying :)

[Brian Bartholomew @BPBartholomew]

@ZohebDavar @edcporter I'm sure Modo covers it well. As a general rule for utility-scale projects, clear path to securing long-term contract = good, anything else bad or noise.

[Brian Bartholomew @BPBartholomew]

@NiyerEnergy