Zega

Energy & utilities consultant, @columbiaclimate ‘24 and @washwizards fan

[Zega @zegaraswork]

@billsgeneral236 Fundamentally disagree. I’d rather they have a successful season, change public sentiment, and then cement that with the rebrand

[Zega @zegaraswork]

AAAJJJJJJ

[Zega @zegaraswork]

My hope is that, in the long run, Wizards fans will look at the Trae contract like Knicks fans look at the Bridges trade - which is to say in 1-2 years we won’t remember the price tag.

[Zega @zegaraswork]

Thing i love most about the mystery around who the No. 1 pick will be or whether it gets traded is how it drives the pundits CRAZY that they don’t The Narrative on what the Wizards will do.

Guess we’ll just have to find out on Tuesday!

[Zega @zegaraswork]

@MattModderno Back must hurt from carrying Wiz media the last 3 years

[Zega @zegaraswork]

@chasedcsports Our bench got outscored 48-5 by the Celtics in Game 7 of the 2017 Eastern Conference Semifinals.

We lost by 10 points.

[Zega @zegaraswork]

@JaneAFlegal Altho, I suppose if your definition of “clean generation” includes DER and DR solutions, I’m behind the claim. But the elephant in the room seems to be performance-based regulation

[Zega @zegaraswork]

@JaneAFlegal Depends- are we talking wholesale prices or retail prices? It’s true that clean electricity would be an improvement over natural gas volatility, but I’m concerned that associated transmission capex would be a bigger driver of structural rate hikes in the long term.

[Zega @zegaraswork]

@MattModderno Couldn’t agree more. Dawkins and Winger preached not skipping steps and building a sustainable contender. Assets and flexibility are key here.

Also, ‘14 and ‘17 were my favorite years (will never forgive Olynyk).

[Zega @zegaraswork]

The CMIP6 models being reevaluated based on new data is…just how science works. All it means is that the high emissions trends modeled in RCP8.5 aren’t likely to manifest- principally due to the deployment of clean energy! This is a good signal, more work is needed

[molly taft @mollytaft]

i think it is very cool and very great news that rcp 8.5 is probably now implausible. some folks on here using it as some sort of gotcha against "alarmism" is really weird to me

[Zega @zegaraswork]

@Noahpinion Really seems like heat pumps address this issue. Esp since production capacity has expanded, installers have been trained, supply chains have been built in Germany and other countries

[Zega @zegaraswork]

The future of clean energy and the modern grid unquestionably relies on the successful deployment of advanced telecommunications technologies

[Zega @zegaraswork]

@ExistentialEnso Sure, let’s adjust the claim to “if I had [unlimited access to collateralized loans at favorable rates] I would just start fixing everything.”

While they may not have $200B liquid, certainly they can certainly borrow up to 10s of billions in cash via securities-based lending.

[Dave Jones @CleanPowerDave]

A NEW TWIST in Africa's soaring solar story:

It's now manufacturing its own panels. The factories use imported Chinese cells, which are 40% of the value of panels, keeping much of the value domestically.

9 GW of cells+wafers in Mar/Apr alone🧵

[Zega @zegaraswork]

@jansjay Can’t draft for fit with the #1 pick. Always BPA

[Zega @zegaraswork]

@suchnerve I think they’ll end up being a weather-adapted complement to LFPs, which isn’t a knock on Na-ions at all - that difference really does matter in grid operators’ reliability forecasts and capacity market constructs.

But on energy density and lifecycle, LFP is the superior tech.

[Zega @zegaraswork]

@NiyerEnergy Agreed. Without significant additions of storage or a clean firm support, stable cash flows won’t materialize to stimulate private investment in renewable assets.

[Zega @zegaraswork]

After all the losses, the memes, the broken dreams…here we are. The cards are in our hands.

Thankful to the high quality journalism in our Wizards media community. Excited for you guys to cover a good team!

[Zega @zegaraswork]

Feels good to wake up and say the Washington Wizards got the #1 pick.

I want to recognize the people that kept me sane these last years:

@MattModderno
@davidaldridgedc
@JoshuaBRobbins
@TroyHalibur
@domo8186
@GregFinberg

Thanks all for your diligent reporting and analysis.

[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.