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๐Ÿฆœ Doug Lewin / @douglewinenergy

@nitter.poast.org.douglewinenergy@rss-parrot.net

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Site URL: nitter.poast.org/douglewinenergy

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Posts: 11

Followers: 3

RT by @douglewinenergy: Excited to share significant new research on how large load flexibility can improve affordability, accelerate speed to power, and preserve reliability. This kind of work is exactly why I joined the team at @Google, which is proud to support experts like these at the frontier of energy systems research. As we look ahead to 2026, our team is eager to deepen collaboration with leading analysts and scholars to help navigate theseย opportunities and challenges. Two key updates on this front: 1๏ธโƒฃ ๐๐ž๐ฐ ๐’๐ญ๐ฎ๐๐ฒ: "๐…๐ฅ๐ž๐ฑ๐ข๐›๐ฅ๐ž ๐ƒ๐š๐ญ๐š ๐‚๐ž๐ง๐ญ๐ž๐ซ๐ฌ: ๐€ ๐…๐š๐ฌ๐ญ๐ž๐ซ, ๐Œ๐จ๐ซ๐ž ๐€๐Ÿ๐Ÿ๐จ๐ซ๐๐š๐›๐ฅ๐ž ๐๐š๐ญ๐ก ๐ญ๐จ ๐๐จ๐ฐ๐ž๐ซ": In the first publicly available study to combine real utility transmission system data, system-level capacity expansion modeling, and site-level capacity optimization to evaluate how flexibility can accelerate data center interconnections, @CamusEnergy (led by Astrid Atkinson), @Princeton University ZERO Lab (led by Prof. @JesseJenkins), and encoord found that combining flexible grid connections with "bring-your-own-capacity" (BYOC) in PJM can: โ€ข ๐˜—๐˜ณ๐˜ฐ๐˜ต๐˜ฆ๐˜ค๐˜ต ๐˜ข๐˜ง๐˜ง๐˜ฐ๐˜ณ๐˜ฅ๐˜ข๐˜ฃ๐˜ช๐˜ญ๐˜ช๐˜ต๐˜บ: Flexible data centers contribute ~$733 million per GW toward the costs associated with their incremental load, ๐ซ๐ž๐๐ฎ๐œ๐ข๐ง๐  ๐ง๐ž๐ญ ๐ฌ๐ฒ๐ฌ๐ญ๐ž๐ฆ ๐œ๐จ๐ฌ๐ญ ๐ข๐ง๐œ๐ซ๐ž๐š๐ฌ๐ž ๐›๐ฒ 96% compared to a scenario with the same volume of inflexible data centers. โ€ข ๐˜—๐˜ณ๐˜ฆ๐˜ด๐˜ฆ๐˜ณ๐˜ท๐˜ฆ ๐˜ณ๐˜ฆ๐˜ญ๐˜ช๐˜ข๐˜ฃ๐˜ช๐˜ญ๐˜ช๐˜ต๐˜บ: Grid power remained available for >99% of hours across all modeled data center sites, with on-site resources dispatched ๐จ๐ง๐ฅ๐ฒ 40-70 ๐ก๐จ๐ฎ๐ซ๐ฌ ๐š๐ง๐ง๐ฎ๐š๐ฅ๐ฅ๐ฒ. โ€ข ๐˜ˆ๐˜ค๐˜ค๐˜ฆ๐˜ญ๐˜ฆ๐˜ณ๐˜ข๐˜ต๐˜ฆ ๐˜ช๐˜ฏ๐˜ต๐˜ฆ๐˜ณ๐˜ค๐˜ฐ๐˜ฏ๐˜ฏ๐˜ฆ๐˜ค๐˜ต๐˜ช๐˜ฐ๐˜ฏ: Shortened the wait for grid power by 3 to 5 years compared to traditional timelines. โ–บ Study:ย https://www.camus.energy/flexible-data-center-report โ–บ Bloomberg coverage:ย  https://www.bloomberg.com/news/articles/2025-12-04/flexible-power-accelerates-data-center-projects-princeton-says 2๏ธโƒฃ ๐๐ž๐ฐ ๐‹๐š๐ซ๐ ๐ž ๐‹๐จ๐š๐ ๐Œ๐จ๐๐ž๐ฅ๐ข๐ง๐  ๐Ÿ๐ซ๐จ๐ฆ ๐ƒ๐ฎ๐ค๐ž ๐”๐ง๐ข๐ฏ๐ž๐ซ๐ฌ๐ข๐ญ๐ฒ - ๐–๐ž๐›๐ข๐ง๐š๐ซ: The conversation continues next week, when new modeling on large load flexibility in PJM by @DukeU's GRACE Lab (led by Prof. Dalia Patiรฑo-Echeverri) will be presented alongside insights from @EPRINews, a former @FERC commissioner, and a @Google demand response expert. Tues, Dec. 9, 11am-12pm ET. Register: https://nicholasinstitute.duke.edu/events/webinar-beyond-traditional-energy-infrastructure-data-center-flexibility We hope you find this work valuable and look forward to ongoing collaboration with many of you in 2026!

https://nitter.poast.org/tylerhnorris/status/1996619069999747443#m

Published: December 4, 2025 16:34

Excited to share significant new research on how large load flexibility can improve affordability, accelerate speed to power, and preserve reliability. This kind of work is exactly why I joined the team at @Google, which is proud to support experts likeโ€ฆ

The large load interconnection queue in Texas is up to 225 gigawatts. At the beginning of the year, it was at 84 GW. Meanwhile, PUC staff has filed a discussion draft for regulating large load interconnection with comments due December 19. 1/2

https://nitter.poast.org/douglewinenergy/status/1996225917945864342#m

Published: December 3, 2025 14:32

The large load interconnection queue in Texas is up to 225 gigawatts. At the beginning of the year, it was at 84 GW. Meanwhile, PUC staff has filed a discussion draft for regulating large load interconnection with comments due December 19. 1/2

RT by @douglewinenergy: I have a guest essay in @nytimes today about autonomous vehicle safety. I wrote it because Iโ€™m tired of seeing children die. Done right, we can eliminate car crashes as a leading cause of death in the United States @Waymo recently released data covering nearly 100 million driverless miles. I spent weeks analyzing it because the results seemed too good to be true. 91% fewer serious-injury crashes. 92% less pedestrians hit. 96% fewer injury crashes at intersections. The list goes on. 39,000 Americans died in crashes last year. More than homicide, plane crashes, and natural disasters combined. The #2 killer of children and young adults. The #1 cause of spinal cord injury. Weโ€™ve accepted this as the price of mobility. We donโ€™t have to. In medicine, when a treatment shows this level of benefit, we stop the trial early. Continuing to give patients the placebo becomes unethical. When an intervention works this clearly, you change what you do. In driving, weโ€™re all the control group. Cities like DC and Boston are blocking deployment. And cities are not the only forces mobilizing to slow this progress. Itโ€™s time we stop treating this like a tech moonshot and start treating it like a public health intervention that will save lives. Link to article below. ๐Ÿ‘€ this video of Waymo cars evading crashes with people and vehicles. I especially note the ones that require it having a 360ยฐ view. My sincere thanks to Alex Ellerbeck and @acsifferlin for their wisdom and sure hand in editing this piece.

https://nitter.poast.org/slotkinjr/status/1995864439405375903#m

Published: December 2, 2025 14:35

I have a guest essay in @nytimes today about autonomous vehicle safety. I wrote it because Iโ€™m tired of seeing children die. Done right, we can eliminate car crashes as a leading cause of death in the United States @Waymo recently released data coveringโ€ฆ

Solar + wind growth is outpacing global demand growth by more than 5% through the 3rd quarter of this year. Add nuclear and clean energy is outpacing demand by 10% per this @CanaryMediaInc graphic. @MLiebreich showed what 3% growth over 40 years would do... 1/2

https://nitter.poast.org/douglewinenergy/status/1995652348052734197#m

Published: December 2, 2025 00:32

Solar + wind growth is outpacing global demand growth by more than 5% through the 3rd quarter of this year. Add nuclear and clean energy is outpacing demand by 10% per this @CanaryMediaInc graphic. @MLiebreich showed what 3% growth over 40 years wouldโ€ฆ

RT by @douglewinenergy: Well worth listening. One of the clearest explanations I've heard of how grid flexibility can make data center expansion a tool with which to reduce rates and make the grid cleaner, while also delivering the benefits of AI.

https://nitter.poast.org/seanholeary1/status/1994516200718774410#m

Published: November 28, 2025 21:18

Well worth listening. One of the clearest explanations I've heard of how grid flexibility can make data center expansion a tool with which to reduce rates and make the grid cleaner, while also delivering the benefits of AI. Doug Lewin (@douglewinenergy) โ€ฆ

RT by @douglewinenergy: Fmr GOP @FERC Chair Pat Wood III @rtoinsider op-ed: "For all connections to the transmission grid, we should embrace the 'connect & manage' approach weโ€™ve used successfully with interconnecting ERCOT generators since 1997. Spread it to all generation & large loads nationwide."

https://nitter.poast.org/tylerhnorris/status/1993723844448915510#m

Published: November 26, 2025 16:49

Fmr GOP @FERC Chair Pat Wood III @rtoinsider op-ed: "For all connections to the transmission grid, we should embrace the 'connect & manage' approach weโ€™ve used successfully with interconnecting ERCOT generators since 1997. Spread it to all generation &โ€ฆ

RT by @douglewinenergy: Good morning with good news: ERCOT (Texas) solar rose 36X, from 1 GW in 2017 to 36 GW in 2025! It may be ~44 GW in 2026 & ~58 GW in 2027! Battery capacity rose 15X from ~1 GW in 2021 to ~15 GW in 2025. It may be 24 GW in 2026 & 32 GW in 2027! WOW! H/T @douglewinenergy

https://nitter.poast.org/johnrhanger/status/1993650172790989144#m

Published: November 26, 2025 11:56

Good morning with good news: ERCOT (Texas) solar rose 36X, from 1 GW in 2017 to 36 GW in 2025! It may be ~44 GW in 2026 & ~58 GW in 2027! Battery capacity rose 15X from ~1 GW in 2021 to ~15 GW in 2025. It may be 24 GW in 2026 & 32 GW in 2027! โ€ฆ