Katie Bays

Energy nerd and Washingtonian by way of Nebraska. Exited co-founder (according to @samcbays).

[Thomas Hochman @ThomasHochman]

Today, @CruxClimate is out with brand new data on how federal permitting affects clean energy deployment.

There are big findings in this report, which @JoinFAI was proud to be a contributor to.

Quick 🧵 on the highlights:

[Latitude Media @_LatitudeMedia]

Clean energy capital hit $120B in 2025 — through tariff shifts, FEOC uncertainty, and tax policy chaos. How? @CruxClimate's @Alfredijohns0n and @energybays unpack with @Stphn_Lacey what was really happening beneath the surface.

https://t.co/EDeebL5Sdo

[Hasan Nazar @hasannazar]

Among the more eloquent takes on permitting from @JoshHarder in his recent interview with @ThomasHochman and @ppavnr on FREEDOM.

https://t.co/a3GbdcXVov

[Justin Wolfers @JustinWolfers]

mood

[Katie Bays @energybays]

@acnewsitics Pointless to demean farmers who are standing up for values of charity and assistance because you perceive them in a particular way. Farmers aren’t a political monolith. They do a hard, thankless job, so that folks on the political left can demean them as podunks. Cute.

[Nuclear Hazelnut 👷🏻‍♀️ @NuclearHazelnut]

Friendly reminder that nuclear energy is clean energy⚛️

Nuclear power provides ~50% of the U.S. clean electricity and operates at ~92% capacity, making it the most reliable energy source.

With low land use & transmission needs, nuclear delivers concentrated local economic benefits and supports direct heat applications.

Nuclear energy is a vital part of our clean energy future.

[ACORE @ACORE]

Per @EIAgov data, 91% of total utility-scale capacity deployed in 2024 comes from solar, wind, and storage projects.

Take a second to read that again.

"We no longer need to use the future tense when discussing the energy transition. #CleanEnergy is here," says ACORE's Ray Long.

[BloombergNEF @BloombergNEF]

Annual clean energy installations in the US are set to grow by over 25% this year, as highlighted in BloombergNEF’s 2H 2024 US Clean Energy Market Outlook. ⚡🌱

💡 Check out more key insights from the report: https://t.co/5u9ewNd1Qg

#CleanEnergy #CleanTechnology #Sustainability

[Katie Bays @energybays]

We might be just in time for some irrational exuberance in the oil patch!

[Javier Blas @JavierBlas]

Top Permian oil producer Diamondback Energy:

"I think that spreadsheet math is what is gotten this industry in trouble in the past and feels like we're getting ourselves in trouble again"

(It does feel that way, indeed) #OOTT

[Katie Bays @energybays]

@USA_Polling Hold my Chardonnay, kids

[Katie Bays @energybays]

@Kalshi Unwinding a trade much?

[Katie Bays @energybays]

@GabeHoff Yeah, math > vibes.

[Katie Bays @energybays]

@shannonrwatts It’s insane this must be said, but even in Charlie’s warped worldview *women* are the ones who provide the “nice life” for their families. Women turn money into a home, meals, care, and comfort.

These are wholly valid and equal contributions to a household.

[Katie Bays @energybays]

@aprilajoyr Friendly reminder, every single faith demographic other than white christians votes democratic. So if your fellowship is by race and not faith, consider why that may be.

[Katie Bays @energybays]

@AOC From Condado to San Cristobal, Tony shouts his love for Puerto Rico and its people 🙏🏼

[Katie Bays @energybays]

@JDVance The then-GOP opposed the Soldiers Voting Act in 1942 that gave active duty military the right to vote abroad.

Stolen valor much JD?

[Katie Bays @energybays]

@JDVance Only a woman could have both too much staff turnover and not enough.

[Katie Bays @energybays]

@RN_Atheist Went to Catholic Church as a kid, but was never confirmed, so “persistent in my sin” as well I guess.

The gatekeeping of the Eucharist is so… uniquely Catholic. My Protestant in-laws weren’t aware they couldn’t take it when we attended an Easter mass years ago.

[Katie Bays @energybays]

@TVietor08 @BillAckman In fairness to Bill a lot of his investment decisions over the years and willingness to plunge a bunch of other peoples money into his fixations and have also made that clear.

[Katie Bays @energybays]

@RileyInOmaha Literally anything. Hands soft like butta