Mitch Rolling

Energy & environment analyst. Student of history. "Man is only wise in search of wisdom."

[Always On Energy Research @AlwaysOnEnergy]

This projection shows how data center natural gas consumption is expected to grow across U.S. regions through 2035.

Data centers need affordable, reliable energy and increasingly, they’re getting it from natural gas.

[Amy O. Cooke @TheRightAOC]

If states like Colorado insist on factoring a social cost of carbon into utility proceedings, then they must also include the costs of grid failure. @AlwaysOnEnergy calls this the Social Cost of Blackouts. B/C THE existential threat is a lack of power. https://t.co/pEvisHKtC1

[Always On Energy Research @AlwaysOnEnergy]

Our very own @thefrackingguy and @SarahMontalban0 in the @WSJ examine the irony of Tim Pawlenty's evolution from subsidy critic to solar lobbyist, while revisiting the real-world results of the renewable energy mandates he signed into law as Minnesota governor:

​​https://t.co/ZSwkPBuKFY

[Isaac Orr @TheFrackingGuy]

Check out our latest

[Mitch Rolling @mitchrolling]

Democrats suddenly care about electricity prices.

Wonder why.

[Always On Energy Research @AlwaysOnEnergy]

Policymakers made major energy decisions over the last decade that will shape grid reliability and electricity costs for years to come.

Which policy decision do you think analysts and regulators are most likely to reconsider 10 years from now?

[Always On Energy Research @AlwaysOnEnergy]

A 1,000 MW coal plant and 1,000 MW of wind are not the same thing.

Our Indiana LCOE study shows 1,000 MW of wind provides about 118 MW of dependable power when the grid needs it most.

Meanwhile, Indiana electricity prices are up 93% since 2007 as reliability risks continue growing…

[Always On Energy Research @AlwaysOnEnergy]

Who pays for the data center boom?

Always On policy analyst Sarah Montalbano breaks it down on WERC Alabama and doesn’t dodge the hard truth:

If private investors get the upside, they should take the risk.

https://t.co/PGyrQcQLjp

[Amy O. Cooke @TheRightAOC]

Classic EBB @TheFrackingGuy and @mitchrolling. "PJM dumps wind and solar in new interconnection queue." Vibe-inspired wind and solar build out meets reliability reality. "Wind and solar should learn to code." There's more. Check out: https://t.co/4kd0wKO1Rn

[Yogi @Houseofyogi]

Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren

She must be so proud to add another casket to her achievements.

Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service.

JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes.

The combined company would have held 9% of the US market against a Big 4 that already owned 80%.

For anyone who understands numbers: 9% isn’t a monopoly against 80%.

Warren said no.

She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024.

Her argument: the merger would cost consumers $1 billion a year.

Now look at her collateral damage she dusts under the rug.

510 pilots gone in the months after. 1,800 flight attendants furloughed in December.

14,000 jobs in 2023. 7,500 last week. Zero tonight.

And that’s just the people in Spirit uniforms.

Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back.

40,000 people out of work because of one woman’s moronic crusade against the market.

And the math ain’t mathing.

Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%.

That’s reality. Not some BS number from a “study.”

So @SenWarren tell me how this saves the consumer money?

Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years.

Warren killed it. That’s what moronic politicians led by socialism do.

Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.”

A win.

14,000 people are reading termination letters tonight.

And she’s taking credit.

This is socialism in 2026.

A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company.

She saved you a billion on imaginary paper.

She cost you ten times that in real life.

She didn’t protect consumers from anything.

14,000+ will go from working to welfare.

She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed.

Higher taxes. Fewer jobs. More expensive everything.

She called it a win. I hope you enjoy winning.

[Always On Energy Research @AlwaysOnEnergy]

Always On President Amy Cooke joined Radio Free Hillsdale 101.7 FM to discuss the tornado that destroyed a $1B solar facility in Indiana.

A nearby coal plant scheduled for retirement remained operational and continued supplying power.

Listen to the full conversation:

https://t.co/Gi4A8VXz1T

[Always On Energy Research @AlwaysOnEnergy]

In 2018, Xcel Energy promised a carbon-free future built on replacing coal with wind and solar. Less than a decade later, it’s asking regulators to keep those same coal plants running because there are “no viable alternatives” to maintain reliability.

https://t.co/m6Jq889g6k

[Always On Energy Research @AlwaysOnEnergy]

Over the past 20 years, the U.S. added 271 GW of wind and solar but lost ground where it matters most.

Dispatchable, reliable power hasn’t kept pace with retirements, leaving us back at pre-2005 levels of firm capacity just as demand is set to surge from AI, data centers, and electrification.

We’re entering a period of rising demand with less dependable supply on the grid.

[Always On Energy Research @AlwaysOnEnergy]

“Baseload” solar isn’t cheap, it’s the most expensive option on the grid.

Our modeling shows that delivering 24/7 power with solar + storage can cost up to $600/MWh—nearly 10x more than natural gas.

The reason? Massive overbuild + costly load balancing.

[Travis Fisher @ts_fisher]

I’m biased, but I think this hearing will be especially productive and collegial!

[André Béliveau @TheRealBeliveau]

The question is not whether a policy sounds balanced or politically safe. The question is whether it delivers what the country needs. It’s time to embrace energy realism.

My latest op-ed for RealClearEnergy

Link below ⬇️

[Nuclear Hazelnut 👷🏻‍♀️ @NuclearHazelnut]

You may see headlines saying “200 gallons of oil leaked at the Monticello nuclear plant.”

Let’s add some context because the headline is missing important details, @Fox9

Short thread 🧵

[André Béliveau @TheRealBeliveau]

“I’ve never supported all of the above because if something is going to make energy more expensive and less reliable I’m not for that.” — @SecretaryWright

The time of energy realism is upon us!

[Gabriella Hoffman @Gabby_Hoffman]

Dear Climate Alarmists: You have a MESSAGE problem.

You claim there's a climate crisis, yet no prediction comes true.

You claim wildlife and forests are dying, despite new species being discovered and more forest growth today than before.

You demand, by coercion via regulation, fossil fuel and house appliance bans. Yet, coal, oil, and gas rescues your precious renewables.

Climate alarmism is dead, long live energy abundance!

[Jake Fogleman @Jake_Fogleman]

Always funny to see groups religiously lobby for policies that require Xcel to add to its rate base and then become scandalized when its profits and bills increase. #copolitics