Nat Treadway

Love. Be kind. Build trust. Enhance your communities. Decentralize power. Support freedom. Defend democracy. Tread lightly on earth.

[Nat Treadway @nattreadway]

Another ordinary day in Texas with sixty percent of our electricity provided by the sun (wind turbines and solar PV), while many GWs of batteries recharge. #electricity #renewables

[SleeperAstros @SleeperAstros]

Former Astros Manager Dusty Baker spoke on Jose Altuve and the Astros cheating scandal, via the @allthesmokeprod

“You know the guy who took the brunt of it was really Jose Altuve, and he was really the most innocent dude there. That really affected me, how he was treated and he didn’t deserve it.”

[Jan Rosenow @janrosenow]

"Heat pumps just shift gas burning to the power station."

Wrong. Even if 100% of electricity came from gas, a heat pump at SCOP 3.8 uses 51% less gas than a boiler. At a terrible SCOP 2.5, still 25% less.

David MacKay made this point in 2008. The maths hasn't changed.

[Nat Treadway @nattreadway]

#Texas and @ERCOT_ISO leading the way. #electrification

[Assaad Razzouk @AssaadRazzouk]

In March 2026, renewables officially beat natural gas to become the largest source of electricity generation on the U.S. grid for the first time in history (35% to 34.4%). Meanwhile, Texas is plugging in a massive 12.9 GW of grid batteries this year alone, capturing 53% of the entire U.S. pipeline, to eat legacy gas margins for breakfast

In California, batteries just smashed records, meeting 44.1% of evening peak demand and physically evicting gas peakers from the grid

In China, firm, 24/7 solar + storage is already delivering round-the-clock electricity at a record cost floor of $30/MWh. Compare that to new gas-fired generation at well over $100/MWh. Gas is dead on arrival

In the UK, Germany, and Spain, building a brand-new wind + storage asset from scratch is now cheaper than simply paying for the fuel and maintenance of an existing, already-built gas or coal plant. In Germany, 24/7 firm onshore wind is delivering at $91/MWh, making new gas options (>$100/MWh) look like an expensive 20th-century liability

Countries still building gas plants or signing 20-year LNG import contracts, are signing a national security suicide note and managing a structural bankruptcy

Gas power is going through a slow death to near-zero by 2035 (latest). Save this post.

[Jan Fichtner @fichtner_jan]

@AssaadRazzouk Texas is building out solar and batteries at an even faster pace than California AFAIK. Solar pv & BESS is simply the cheapest and quickest option!

[Nat Treadway @nattreadway]

The chart looks like a massive wedge of battery power from about 5 pm to 11 pm. It rises to 44% "for a few minutes," but it's a massive amount of power throughout the evening. I think that's the point @AssaadRazzouk was making. Here in #Texas, it is similar.

[Rory Maw @RoryMaw]

Is this wilful stupidity?

Batteries contributed 44% for a few minutes. By c9pm imports had overtaken batteries and by c11pm batteries were contributing zero. And that was your example, the best data you’ve got. Excuse me if I’m unimpressed.

I don’t know about you but I want electricity sources to work for more than a few hours.

And then we get on to cost. California is one of the best places in the developed world for solar but still it’s not the solution (yet). Try this for the UK!

[Assaad Razzouk @AssaadRazzouk]

44% of evening peak met by batteries. In California, world’s 4th largest economy. Not some tiny pilot project or a niche experiment, a global industrial powerhouse

If you’re still sitting in boardrooms or parliament banging on about baseload and the intermittency of renewables, you’re not just wrong, you’re a dinosaur

California's 44% isn't an anomaly. It's a preview of the 2027-2030 reality for every major grid overbuilding renewables

The "technical barriers" the fossil fuel lobby loves to cry about are gone. We are shifting solar and wind into the night at a massive, industrial scale. We don't need expensive, inflexible coal or gas to keep the lights on; we need more storage and we need it now - everywhere

https://t.co/geHZpe7hNA

[Nat Treadway @nattreadway]

#electricity #energyefficiency

[Jesse Peltan @JessePeltan]

Electric vehicles are an extremely powerful tool for reducing oil demand.

This is so obvious when you use the same units.

There is a ton of chemical energy in the oil we burn to move cars, but you only need a small fraction in electrical energy for EVs to do the same job.

[Nat Treadway @nattreadway]

If there is no gerrymandering, it makes sense that R, D, and I voters could be evenly distributed. As a result, a majority party could well win all the seats. The solution? Offer and enact policies that people prefer. Hint: #energyefficiency #wind #solar #batteries #NoWar

[Benny Johnson @bennyjohnson]

Republican voters make up 40% of New England. Democrats control the district lines.

Result:

🔴 — 0
🔵 — 27

[Doug Lewin @douglewinenergy]

Texas 53% carbon free for the first 3 months of 2026! #txenergy

[Chris Meder @EVCurveFuturist]

South Australia wasn’t supposed to move this fast. Models assumed slow, steady, controlled change. Instead it’s already at ~74% renewables, hitting 100% around 74% of the time. Beyond targets. Beyond plans. When cost curves hit, the system doesn’t transition… it flips.

That’s where the models start to break. They assumed renewables would gradually take share. Instead they’re already setting the behaviour of the grid. Price, flow, stability… all increasingly driven by wind and solar. That shift wasn’t meant to happen this early.

And here’s the part most people still miss. Demand isn’t sitting back waiting for the grid to catch up. It’s starting to move toward it. What used to be a ~3.3 GW system is now planning for 6.5 GW and beyond, with long term thinking pushing toward ~25 GW.

SA already has way more generation capacity than it needs most of the time, which is why you’re seeing 100%+ renewables periods, negative demand events, exports to other states, and a surge in new battery plants. That’s a classic sign of a system moving into energy surplus mode.

That’s not normal growth. That’s a system being rebuilt for something bigger. Mining, green metals, data centres. Energy-intensive industries don’t wait around. They move to where energy is cheapest, most abundant, most reliable.

At the same time, the old intermittency argument quietly collapsed. Not through debate, but through deployment. Storage scaled. Batteries moved from experiment to infrastructure. Multi-hour systems are becoming standard, not exception.

Now the grid is doing things it wasn’t supposed to do this early. Negative demand. Excess generation. Exporting energy instead of scrambling for it. These aren’t edge cases anymore. They’re signals the system has already flipped.

This is why calling it a transition doesn’t quite fit anymore. It implies something slow, linear, predictable. What this looks like is a phase change. The models assumed gradual adoption. Reality followed cost curves.

China is winning on scale. No question. But South Australia is showing something just as important… what the end state actually looks like. A grid where energy becomes abundant at times, local by default, and detached from fuel markets.
https://t.co/oOkYMLPSnZ

[David Windt @DavidLWindt]

Don't be fooled: renewables are NOT REPLACING fossil fuels, they're ADDING to them. Emissions are at record levels and rising, and global warming is accelerating. What matters for the climate is fossil fuel consumption, not how fast renewables are growing.

[Nat Treadway @nattreadway]

@EVCurveFuturist https://t.co/TKoip2Jz51

[Nat Treadway @nattreadway]

Another ordinary day in Texas with sixty percent of our electricity provided by the sun (wind turbines and solar PV), while many GWs of batteries recharge. #electricity #renewables

[Nat Treadway @nattreadway]

Renewable energy & batteries are undeniable, but naysayers squak "intermittent." It's a Chicken Little claim.

[Assaad Razzouk @AssaadRazzouk]

No "net zero" fluff: Giant Australian mining group proving that Real Zero is better for planet and profits

>24-hour renewables operations by 2027
>100% fossil-fuel-free mining by 2030
>1.2GW solar + 600MW wind + 5GWh BESS
>Electrified rail & 800+ haul trucks
>$100m saved/ year

If you still think renewables can’t power heavy industry, you're losing competitiveness

https://t.co/P20Eo1Auoy

[Nat Treadway @nattreadway]

That photo was taken a day before tearing up the recent asphalt put down a few months ago after tearing up the bike lane! Is there a plan for this section of roadway? Or are we just writing checks to contractors? @HouPublicWorks @BikeHouston

[BikeHouston @BikeHouston]

"A year after the City of Houston began ripping up and reshaping Midtown's Austin Street for a drainage project, workers have not yet finished the job... The undertaking is already $1.6 million over its initial estimate, according to the City." https://t.co/tcobcA5GXd

[Nat Treadway @nattreadway]

The economics of renewable resources are now much more important than the value of reducing CO2. (And that value remains very high!) Short-term American business interests may still work to address climate needs.

[Solar and Storage Industry @SEIA]

Last year, Texas' July heatwave cost ratepayers only 1/10th as much as a similar heatwave three years before.

That's the power of solar and storage.

[Nat Treadway @nattreadway]

https://t.co/ecFodo4XxX

[Nat Treadway @nattreadway]

I predict two outcomes. 1) Texans will be asked to subsidize nuclear power through some clever means. 2) Texas will pass laws to restrict wind, solar, and batteries. These three resources are on track to economically satisfy the State's growing power and reliability needs.

[Governor Abbott Press Office @GovAbbottPress]

To power Texas’ workforce & energy solutions, we must strengthen Texas’ advanced nuclear capacity.

That’s why, today, Governor @GregAbbott_TX & TANEO opened applications to increase nuclear construction in the state.

This will supply our state’s power needs for generations.

[Nat Treadway @nattreadway]

No, you don't get to redefine what is measured to create a fictitious new measure of efficiency. 100% is the limit. Some portion of the sunlight striking a surface is converted to electricity. Full stop.

[GO GREEN @ECOWARRIORSS]

Scientists achieve ‘impossible’ solar efficiency in renewables breakthrough
The breakthrough allows cells to achieve an energy conversion efficiency of 130% – opening up new possibilities for ultra-efficient solar panels.
https://t.co/6501EvVntq

[Nat Treadway @nattreadway]

So, in 20+ years, about the same number of instances of voter fraud as fraudsters pardoned. What a coincidence! #vote

[BrooklynDad_Defiant!☮️ @mmpadellan]

According to the Heritage Foundation, there have only been a total of 77 instances of voter fraud since 2003,out of over a billion votes cast. That's. 0003%.

Ironically, trump has pardoned 70 people for fraud in the past year.

Also, why don't you tell people when you talk about photo ID, you're NOT talking about drivers licenses. You mean PASSPORTS.

Are you going to pay for each American to get a passport?