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Twitter feed for: @douglewinenergy. Generated by nitter.poast.org
Site URL: nitter.poast.org/douglewinenergy
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Posts: 20
Followers: 3
RT by @douglewinenergy: FAIâs @AndreasenJack and @ppavnr in the Houston Chronicle this morning:
https://nitter.poast.org/ThomasHochman/status/2008894712665546902#m
Published: January 7, 2026 13:33
FAIâs @AndreasenJack and @ppavnr in the Houston Chronicle this morning:
RT by @douglewinenergy: New @WSJ: "The Fight Over Making Data Centers Power Down to Avoid Blackouts" âTââhe pressures of connecting to the grid at the scale and pace that people are talking about is going to push these solutions,â @JesseJenkins said. âThere isnât another option.â
https://nitter.poast.org/tylerhnorris/status/2008692481836433857#m
Published: January 7, 2026 00:09
New @WSJ: "The Fight Over Making Data Centers Power Down to Avoid Blackouts" âTââhe pressures of connecting to the grid at the scale and pace that people are talking about is going to push these solutions,â @JesseJenkins said. âThere isnât anotherâŚ
RT by @douglewinenergy: Nice summary piece of all the moving parts. Data centers face a critical choice: agree to curtailment (powering down or switching to backup during peak demand) to connect 3-5 years faster, or wait in the queue. PJM hit stalemate on mandatory curtailment after pushback from hyperscalers citing 24/7 cloud/AI obligations. Texas passed law allowing forced disconnection during supply shortages. Google piloting demand response programs. Core tension: $100B+ capex plans versus grid operators saying transmission/generation buildout will take years. Princeton study found self-generation plus curtailment agreement could cut wait times by half.
https://nitter.poast.org/ShanuMathew93/status/2008602594898243597#m
Published: January 6, 2026 18:12
Nice summary piece of all the moving parts. Data centers face a critical choice: agree to curtailment (powering down or switching to backup during peak demand) to connect 3-5 years faster, or wait in the queue. PJM hit stalemate on mandatory curtailmentâŚ
RT by @douglewinenergy: Two good research papers written in the last five years about Venezuela's oil industry from top analysts/insiders: The Future of Venezuelaâs Oil Industry: https://eprinc.org/wp-content/uploads/2021/09/The-Future-of-Venezuela%E2%80%99s-Oil-Industry.pdf The Collapse of the Venezuelan Oil Industry: https://www.bakerinstitute.org/sites/default/files/2020-02/import/fdi-monaldi-venezuela_uSQ8FHh.pdf đťđŞâ˝ď¸đ˘ď¸đđ
https://nitter.poast.org/JavierBlas/status/2007911171526123817#m
Published: January 4, 2026 20:25
Two good research papers written in the last five years about Venezuela's oil industry from top analysts/insiders: The Future of Venezuelaâs Oil Industry: eprinc.org/wp-content/upload⌠The Collapse of the Venezuelan Oil Industry:âŚ
RT by @douglewinenergy: My colleague Luisa Palacios with a great piece on the reality of Venezuelan oil, gas and critical minerals. https://www.americasquarterly.org/article/venezuela-the-post-maduro-oil-gas-and-mining-outlook/
https://nitter.poast.org/AndreasenJack/status/2007840088110285120#m
Published: January 4, 2026 15:42
My colleague Luisa Palacios with a great piece on the reality of Venezuelan oil, gas and critical minerals. americasquarterly.org/articlâŚ
RT by @douglewinenergy: I think it is genuinely worth saying that increasing the output of foreign oil producers is not economically beneficial to the United States in the way that it was 20-30 years ago.
https://nitter.poast.org/mattyglesias/status/2007598403921002680#m
Published: January 3, 2026 23:42
I think it is genuinely worth saying that increasing the output of foreign oil producers is not economically beneficial to the United States in the way that it was 20-30 years ago. Christopher Hooks (@cd_hooks) Obviously not the most important thingâŚ
RT by @douglewinenergy: Flipside of my NYT take on American fossil fuel production is that trying to get companies to invest a lot in boosting production of (dirtier!) Venezuelan crude in order to undercut American oil production doesnât make any sense, economically or geopolitically.
https://nitter.poast.org/mattyglesias/status/2007568291619815540#m
Published: January 3, 2026 21:42
Flipside of my NYT take on American fossil fuel production is that trying to get companies to invest a lot in boosting production of (dirtier!) Venezuelan crude in order to undercut American oil production doesnât make any sense, economically orâŚ
RT by @douglewinenergy: Obviously not the most important thing here, but strikeing that the US has just avowedly started a war for oil when WTI is at âTexans committing suicideâ levels
https://nitter.poast.org/cd_hooks/status/2007528587939987588#m
Published: January 3, 2026 19:04
Obviously not the most important thing here, but strikeing that the US has just avowedly started a war for oil when WTI is at âTexans committing suicideâ levels
RT by @douglewinenergy: Trumpâs quick pivot to the possibilities of better oil production in Venezuela recalls his 2016 campaign trail sense of wonder that we didnât use the war to seize Iraqi oil production
https://nitter.poast.org/jmart/status/2007520438939951488#m
Published: January 3, 2026 18:32
Trumpâs quick pivot to the possibilities of better oil production in Venezuela recalls his 2016 campaign trail sense of wonder that we didnât use the war to seize Iraqi oil production
RT by @douglewinenergy: Chevron is in Venezuela today. Exxon used to be there. Here's what Exxon CEO told me in a podcast interview in November: đđ https://www.bloomberg.com/news/features/2025-11-12/exxon-s-ceo-wants-to-change-how-the-world-counts-emmissions?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc2NzQ2NDk5MywiZXhwIjoxNzY4MDY5NzkzLCJhcnRpY2xlSWQiOiJUNU1VRTZHUFFRN0swMCIsImJjb25uZWN0SWQiOiIwQzg4NkY0NTI0NzY0RUE0OEY2QTk4RTk1NDc5RTI2NSJ9.tF8ka-iXYOm-0ccKONTwjrXMay7pF1jj9djNyPOPJpE
https://nitter.poast.org/AkshatRathi/status/2007520437526479125#m
Published: January 3, 2026 18:32
Chevron is in Venezuela today. Exxon used to be there. Here's what Exxon CEO told me in a podcast interview in November: đđ bloomberg.com/news/features/âŚ
RT by @douglewinenergy: Venezuela fact: The Maduro regime was a disaster for Venezuela. Not only did it cause economic collapse, but it forced the biggest refugee crisis in the hemisphere which was mostly ignored by Americans until refugees looking for asylum showed up here after 2020.
https://nitter.poast.org/LuluGNavarro/status/2007519790437409055#m
Published: January 3, 2026 18:29
Venezuela fact: The Maduro regime was a disaster for Venezuela. Not only did it cause economic collapse, but it forced the biggest refugee crisis in the hemisphere which was mostly ignored by Americans until refugees looking for asylum showed up here afterâŚ
Well this seems particularly relevant today
https://nitter.poast.org/douglewinenergy/status/2007510250480689617#m
Published: January 3, 2026 17:51
Well this seems particularly relevant today Center on Global Energy Policy (@ColumbiaUEnergy) What happens when the worldâs largest oil reserves become the center of a blockade and geopolitical chokepoint? Luisa Palacios and @EdwardFishman joinâŚ
RT by @douglewinenergy: Trump says the US is going to be taking âa tremendous amount of wealthâ out of the ground in Venezuela in the form of oil
https://nitter.poast.org/NatashaBertrand/status/2007505947791651242#m
Published: January 3, 2026 17:34
Trump says the US is going to be taking âa tremendous amount of wealthâ out of the ground in Venezuela in the form of oil
RT by @douglewinenergy: TRUMP says the U.S. will "run" Venezuela until there is a transition.
https://nitter.poast.org/JakeSherman/status/2007493277558386951#m
Published: January 3, 2026 16:44
TRUMP says the U.S. will "run" Venezuela until there is a transition.
RT by @douglewinenergy: Asked in Fox News just now about the Venezuelan oil industry, Trump says: âWeâre going to be very strongly involved in it.â
https://nitter.poast.org/JavierBlas/status/2007461306308149441#m
Published: January 3, 2026 14:37
Asked in Fox News just now about the Venezuelan oil industry, Trump says: âWeâre going to be very strongly involved in it.â
RT by @douglewinenergy: Our @nytimes story from last week broke the news that US officials had discussed a âPhase Twoâ land operation against Maduro that would involve Delta Force. Itâs the definitive story on how Trump, Rubio and Miller converged on the actions today. Gift link: https://www.nytimes.com/2025/12/27/us/politics/venezuela-trump-maduro-oil-boat-strikes-immigration.html?unlocked_article_code=1._08.CjB-.OpmLvzPcRn_b
https://nitter.poast.org/ewong/status/2007447939241619558#m
Published: January 3, 2026 13:44
Our @nytimes story from last week broke the news that US officials had discussed a âPhase Twoâ land operation against Maduro that would involve Delta Force. Itâs the definitive story on how Trump, Rubio and Miller converged on the actions today. Gift link:âŚ
RT by @douglewinenergy: Hopefully this time is different.
https://nitter.poast.org/johnarnold/status/2007442152637288949#m
Published: January 3, 2026 13:21
Hopefully this time is different.
RT by @douglewinenergy: Published Nov 2025: "... It's a long shot, but a brief military campaign â echoing the US invasion of Panama in 1989 that triggers the collapse of the regime in Caracas â could go from bullish to bearish for the oil market rather quickly..." @Opinion https://www.bloomberg.com/opinion/articles/2025-11-05/venezuela-military-action-regime-change-may-open-oil-s-floodgates
https://nitter.poast.org/JavierBlas/status/2007438785844277704#m
Published: January 3, 2026 13:07
Published Nov 2025: "... It's a long shot, but a brief military campaign â echoing the US invasion of Panama in 1989 that triggers the collapse of the regime in Caracas â could go from bullish to bearish for the oil market rather quickly..." @OpinionâŚ
RT by @douglewinenergy: "Freedom is not something we wait for, but something we become. It is a deliberate, personal choice, and the sum of those choices forms the civic ethos that must be renewed every day." The photo depicts 2025 peace prize laureate Maria Corina Machado signing the guest book at the Norwegian Nobel Institute, joining the ranks of other peace prize laureates who have left their mark. Machado missed the Nobel Peace Prize award ceremony by a few hours, as her travel to Norway required a secret departure from Venezuela. After a difficult journey, she was able to arrive in Oslo, appear on the balcony of the Grand Hotel â where peace prize laureates traditionally greet the public, and visit the Norwegian Nobel Institute. Read more about her life and her tireless work to restore democracy in Venezuela: https://www.nobelprize.org/prizes/peace/2025/summary/
https://nitter.poast.org/NobelPrize/status/2007263920625500224#m
Published: January 3, 2026 01:33
"Freedom is not something we wait for, but something we become. It is a deliberate, personal choice, and the sum of those choices forms the civic ethos that must be renewed every day." The photo depicts 2025 peace prize laureate Maria Corina MachadoâŚ
RT by @douglewinenergy: Really insightful commentary from Jefferies today. Jefferies: "Intersectâs existing operating assets in Texas (about 2.2GW solar and 2.4GWh storage) and California are critically not part of the Alphabet acquisition and will remain independent/sold to a different entity. This nuance is perhaps the most bullish as this build-out was supposedly on track to achieve $700Mn+ in annualized EBITDA in 2027+. Unclear on how much of what is in construction would go with the new entity. Bottom line, the GOOGL deal appears to illustrate the real value of what multiple GW+ sized deals are worth to hyperscalers. This acquisition also solidifies Google's focus on zero/low carbon energy sources more than data center peers that have embraced more natural gas. This also underwrites the clear desire of GOOGL to continue to pursue among the greenest of development paths vs its peers. It vindicates the hybrid gas/renewable strategy promulgated by NEE of late as well" They go on... "What are the sector implications? Perceived positive for renewable developers. Negative for existing resources. It is difficult to draw valuation parallels and comparison from the transaction without more information on terms; however, it is generally is a bullish data point for renewables 'DevCo' value overall. Investors will believe this is a strong endorsement of DevCo value until proven otherwise. While the ultimate benefit for renewable developers is up for debate, it is clearer that Google is focused on additionality rather than existing resources. This is increasingly becoming the base case for hyperscalers looking to avoid stakeholder pushback to data center development."
https://nitter.poast.org/ShanuMathew93/status/2006422910395613376#m
Published: December 31, 2025 17:51
Really insightful commentary from Jefferies today. Jefferies: "Intersectâs existing operating assets in Texas (about 2.2GW solar and 2.4GWh storage) and California are critically not part of the Alphabet acquisition and will remain independent/sold to aâŚ