Steve O'Connor

Security researcher. SANS Advisory Board. Interested in clean energy. Experimental vegan

[Steve O'Connor @stevepoconnor]

@UnslothAI @thinkymachines Wow, that was fast!

[Steve O'Connor @stevepoconnor]

@InsiderPhD What do you mean by backdoor in this context? Just a poisoned model?

[Steve O'Connor @stevepoconnor]

@exQUIZitely Been thinking a lot about marble madness recently after your post. Good memories!

[Steve O'Connor @stevepoconnor]

@svpino Looks like an awesome book even for someone like me who’s been in the field for a while. Thanks!

[Steve O'Connor @stevepoconnor]

@lauriewired Ouch. But probably true.

[Steve O'Connor @stevepoconnor]

So much gold in this pod I’m going to have to listen to it again! Thanks @drvolts @JigarShahDC

[fred whitridge @fredwhitridge]

@JigarShahDC @eose @drvolts A GREAT podcast has just dropped on Volts with the knowledgeable podcaster interviewing Jigar. Both Jigar and Volts' David Roberts are very good speakers. I'm halfway thru it. Well worth a listen: https://t.co/IlHSl0kgiM

In the opening moments, Jigar very quickly and clearly explains why natural gas tubines and LiON batteries are not going to work in an offgrid or behind the meter datacenter model. (are you listening Elon?) Underscores the importance of @eose announcement yesterday of a teaming with a turbine producer.

I spent Monday at the Renewable Energy Vermont seminar in Burlington, VT. I parked my car, and there next to mine was Jigar's. First time I'd met him in the flesh. Poor guy needed to listen to my ramblings on EOS all the way into the conference. His bit at the conference was on fire: "Shutup" he says to utilities, don't tell me reneables don't work, aren't dependable, or that more data needs to be analyzed. Time for legislation, he says, not telling them what to do specifically but how to approach the problem.

[Steve O'Connor @stevepoconnor]

Well, stop being a turd Bec, then you won’t need to apologise for the skid marks! #mafsau

[Steve O'Connor @stevepoconnor]

@Old_But_Gold50s Beautiful. Who’s the pianist?

[Steve O'Connor @stevepoconnor]

@gdb Hi Greg. Do you have any openings in Australia?

[Steve O'Connor @stevepoconnor]

We came for the clean energy chats and stayed for the singing

[Laurent Segalen @MegaWattXinfo]

2025 was our biggest year yet. @Redef_Energy reached the top 0.5% of all podcasts globally, with 650,000 downloads — our best performance ever.

Listeners, you tuned in most for deep dives on:
- Predictions
- Batteries
- AI and data centers
- LNG
- Supply chains
And you loved the episodes on "The Seven Sins of the Energy Transition" (Ep193)

We’re just getting started — our next round of Predictions drops on 5 January 2026.
Will Michael Barnard keep his crown? Will Gerard Reid see his wild 2025 forecasts vindicated? Or will I defy the odds and not finish last, as usual?
Tune it next Monday. Meanwhile thank you for listening, sharing, and challenging us along the way. And the whole team wishes you a great year 2026.
https://t.co/HPHoSFHD5b

[Steve O'Connor @stevepoconnor]

Loved this ep

[Laurent Segalen @MegaWattXinfo]

For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet the gradual phase-out of subsidies and the increasing exposure of renewables to wholesale power price volatility have eroded that stability.
Are investors misreading the new market dynamics? And can renewable portfolios be optimized under a fundamentally different investment logic?
FlexPower, founded in 2022 in Hamburg and, as of October 2025, fully owned by @Citadel , the global hedge fund, represents this shift. The firm operates at the intersection of short-term power trading and battery optimization, deploying data-driven strategies across European markets.
FlexPower exemplifies how agile, technology-led firms are reshaping power markets by leveraging algorithmic trading, high-frequency data analytics, and real-time dispatch optimization. Their approach contrasts sharply with traditional infrastructure investors who continue to rely on fixed offtake agreements and policy support.
In conversation with FlexPower Managing Director @AmaniJoas , @gerardreid14 and I examine how algorithmic trading and hedge fund participation are redefining price formation in grids increasingly dominated by intermittent renewables. The discussion highlights a structural divergence: while incumbents pursue regulatory certainty, new entrants monetize volatility itself—treating renewable assets as dynamic trading platforms rather than passive infrastructure.
The energy transition is no longer just a technological revolution—it’s a financial one.

[Steve O'Connor @stevepoconnor]

@MLiebreich Great episode, thanks Michael and Kingsmill!

[Steve O'Connor @stevepoconnor]

@JesseJenkins Big Hero 6 called it

[Steve O'Connor @stevepoconnor]

Great article

[Laurent Segalen @MegaWattXinfo]

The new buzzword is "Reset".

From Bill Gates to Tony Blair via Michael Liebreich. Recalibration is "hot" right now.
But all Resets are not equal. Read this excellent piece by @mbarnardca

In summary
The Good Reset @MLiebreich
The Bad Reset Tony Blair @InstituteGC
The Ugly Reset @BillGates

Pick yours

https://t.co/7ZmcOxXims

[Steve O'Connor @stevepoconnor]

@niccruzpatane I wish I was this articulate

[Steve O'Connor @stevepoconnor]

@yacinelearning This was really great thanks. I loved the idea that using pen and paper equates to more degrees of freedom, which is exactly what I have found, but didn’t think of it in those terms.

[Steve O'Connor @stevepoconnor]

@nmgarrard These are brilliant. Really vibrant and full of energy

[NO CONTEXT HUMANS @HumansNoContext]

Paris pollution after they added bike lanes and restricted cars

[Steve O'Connor @stevepoconnor]

@MegaWattXinfo So I guess all the instant experts in system inertia will suddenly become experts in these domains too

[Steve O'Connor @stevepoconnor]

@AngryTomtweets But can it do Will Smith eating spaghetti?