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🦜 Doug Lewin / @douglewinenergy

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Solar & wind provided more than 50% of the power today as a heat dome settled over Texas driving temperatures into the 90s in most of the state. It'll be hotter tomorrow but there's lots of extra capacity. Renewables & batteries increase reliability. https://www.kxan.com/news/local/austin/solar-energy-to-aid-grid-stability-during-may-heatwave/

Published: May 13, 2025 23:21

Solar & wind provided more than 50% of the power today as a heat dome settled over Texas driving temperatures into the 90s in most of the state. It'll be hotter tomorrow but there's lots of extra capacity. Renewables & batteries increase reliability.…

RT by @douglewinenergy: “The electricity grid is looking to grow with new loads, like AI and data centers…” “Building new [infrastructure] takes time and money. ->, “it would be good to continue to be efficient in places where we can, [Rhodes] said. https://www.marketplace.org/story/2025/05/12/trump-looks-to-nix-energy-star-program-as-strain-on-energy-grid-soars

Published: May 13, 2025 21:00

“The electricity grid is looking to grow with new loads, like AI and data centers…” “Building new [infrastructure] takes time and money. ->, “it would be good to continue to be efficient in places where we can, [Rhodes] said. marketplace.org/story/2025/0…

RT by @douglewinenergy: NEW: Senate Republicans say House GOP's IRA clean energy tax credit cuts won't work and will have to be changed. Early phaseouts could harm deployment of nuclear, geothermal and other new technologies needed to meet growing power demand, Cramer told me https://subscriber.politicopro.com/article/2025/05/senate-republicans-house-gops-energy-tax-credit-cuts-wont-work-00344769

Published: May 13, 2025 18:01

NEW: Senate Republicans say House GOP's IRA clean energy tax credit cuts won't work and will have to be changed. Early phaseouts could harm deployment of nuclear, geothermal and other new technologies needed to meet growing power demand, Cramer told me…

RT by @douglewinenergy: 🚨The Texas grid is expected to shatter the May demand record tomorrow--and possibly even the all-time demand record, even compared to the hottest months. If you don't have a response strategy yet, the time is now! Read more from @douglewinenergy: https://www.douglewin.com/p/record-may-peak-demand-coming-wednesday/

Published: May 13, 2025 16:16

🚨The Texas grid is expected to shatter the May demand record tomorrow--and possibly even the all-time demand record, even compared to the hottest months. If you don't have a response strategy yet, the time is now! Read more from @douglewinenergy:…

RT by @douglewinenergy: The renewable-energy / cleantech / climatetech / whatever-name-comes-next industry is taking punches right now. It hurts. Policy rollbacks, tariffs, outright hostility from the administration. For the many people that joined the industry in the last five years - please know this is not new. It's happened before, and it always feels existential when it is happening. But, I have *never* been more bullish on renewable energy in the 25 yrs I've been involved, because the fundamental economics are so freaking SOLID for solar, wind & batteries. They are the cheapest and - perhaps most importantly - the fastest source of new power generation you can build, with or without tax credits. And they have been the dominant new power source for the *entire world* for the past several years, and will be for the next several. Everywhere in the world - not just the US. The US may take a step back and cede energy dominance to China (although I'm not yet convinced - I believe there is a grand bargain involving nuclear & gas to be had), but the world is most definitely not stepping back. I'm not going anywhere. I'm doubling down.

Published: May 13, 2025 15:56

The renewable-energy / cleantech / climatetech / whatever-name-comes-next industry is taking punches right now. It hurts. Policy rollbacks, tariffs, outright hostility from the administration. For the many people that joined the industry in the last five…

R to @douglewinenergy: ERCOT CEO Pablo Vegas warned the legislature SB 715 would increase reliability risks. SB 715 would reduce supply right when we need more. 📬 Subscribe for more: https://douglewin.com https://www.expressnews.com/business/article/ercot-texas-spain-gop-grid-renwable-debate-20317828.php #ERCOT #txlege #txenergy #SB715

Published: May 13, 2025 13:19

ERCOT CEO Pablo Vegas warned the legislature SB 715 would increase reliability risks. SB 715 would reduce supply right when we need more. 📬 Subscribe for more: douglewin.com expressnews.com/business/art… #ERCOT #txlege #txenergy #SB715

R to @douglewinenergy: SB 715 would force existing renewable generation to exit the market early. This comes as demand is surging from: ⚠️ Data centers ⚠️ Pop. Growth ⚠️ Electrifying oil & gas ⚠️ Rising temps New gas turbines aren't available until 2030+. We need every MW now.

Published: May 13, 2025 13:19

SB 715 would force existing renewable generation to exit the market early. This comes as demand is surging from: ⚠️ Data centers ⚠️ Pop. Growth ⚠️ Electrifying oil & gas ⚠️ Rising temps New gas turbines aren't available until 2030+. We need every MW now.

The Texas Senate passed SB 715 last week. It’s framed as a reliability fix. It’s not. It would force resources offline, creating scarcity, increasing reliability risk and electric bills. Every business & consumer group in the state opposes it. 🎥 Full breakdown in the video 👇

Published: May 13, 2025 13:19

The Texas Senate passed SB 715 last week. It’s framed as a reliability fix. It’s not. It would force resources offline, creating scarcity, increasing reliability risk and electric bills. Every business & consumer group in the state opposes it. 🎥 Full…

A grid "operates as a system. You don't require every single generating unit to procure its own backup. That would be incredibly inefficient & expensive." A study found SB 715 "would cost the state $5.2 billion more a year" & increase the chance of outages https://www.kvue.com/article/news/local/texas/doug-lewin-ercot-texas-power-grid-demand-legislature-bills/269-486684e0-474d-4981-aff0-0c3d39948001

Published: May 13, 2025 03:47

A grid "operates as a system. You don't require every single generating unit to procure its own backup. That would be incredibly inefficient & expensive." A study found SB 715 "would cost the state $5.2 billion more a year" & increase the chance of outages…

RT by @douglewinenergy: To be competitive in AI race, the political right will need to accept the need for solar+batteries, and the political left will need to accept the need for natgas peakers. So says @FERChatterjee. New politics needed for a new energy world.

Published: May 13, 2025 03:09

To be competitive in AI race, the political right will need to accept the need for solar+batteries, and the political left will need to accept the need for natgas peakers. So says @FERChatterjee. New politics needed for a new energy world.…

RT by @douglewinenergy: Ercot today set a new #solar record: 27,036 mw. Pretty much all of that has been added in the last five years. That's like building & adding 11 nuclear power plants to the grid. If you need power fast, it's got to be solar. 🌞🌞

Published: May 13, 2025 02:57

Ercot today set a new #solar record: 27,036 mw. Pretty much all of that has been added in the last five years. That's like building & adding 11 nuclear power plants to the grid. If you need power fast, it's got to be solar. 🌞🌞

RT by @douglewinenergy: Solar + batteries answering the call and being reliable amidst record ERCOT demand for this time of the year

Published: May 12, 2025 22:19

Solar + batteries answering the call and being reliable amidst record ERCOT demand for this time of the year nitter.poast.org/douglewinenergy/status/1922052861267214590#m

R to @douglewinenergy: This is what a modern grid looks like: ☀️ Solar meets the peak 🔋 Batteries fill the gap after sunset 📉 Emergencies avoided, even in 100°+ heat We’ll have more updates soon at http://douglewin.com #txlege #ERCOT #TxEnergy #txwx

Published: May 12, 2025 22:14

This is what a modern grid looks like: ☀️ Solar meets the peak 🔋 Batteries fill the gap after sunset 📉 Emergencies avoided, even in 100°+ heat We’ll have more updates soon at douglewin.com #txlege #ERCOT #TxEnergy #txwx

R to @douglewinenergy: ✅ Solar hit a record 27,000+ MW ✅ Storage is charging mid-day, discharging at sunset ✅ Supply-demand buffer is expected to be high, 10,000 MW+ in most hours Even with 19,000 megawatts of thermal plants offline for maintenance, ERCOT isn’t forecasting any emergency alerts.

Published: May 12, 2025 22:14

✅ Solar hit a record 27,000+ MW ✅ Storage is charging mid-day, discharging at sunset ✅ Supply-demand buffer is expected to be high, 10,000 MW+ in most hours Even with 19,000 megawatts of thermal plants offline for maintenance, ERCOT isn’t forecasting any…

ERCOT is projecting ~83,000 MW of peak demand this Wednesday. That’s well above the 77,000 MW May record, and not far behind the all-time high set in August 2023 (85,508 MW). This level of demand would’ve triggered alerts & possibly emergencies a few years ago. Now? Watch 👇

Published: May 12, 2025 22:14

ERCOT is projecting ~83,000 MW of peak demand this Wednesday. That’s well above the 77,000 MW May record, and not far behind the all-time high set in August 2023 (85,508 MW). This level of demand would’ve triggered alerts & possibly emergencies a few…

RT by @douglewinenergy: New Article Out: Complex Incident Management Team Ordered To Minnesota, Multiple Wildfires Now The Brimson Complex. https://thehotshotwakeup.substack.com/p/complex-incident-management-team

Published: May 12, 2025 21:21

New Article Out: Complex Incident Management Team Ordered To Minnesota, Multiple Wildfires Now The Brimson Complex. thehotshotwakeup.substack.co…

There's a new solar record in ERCOT, just as the heat wave is landing! First time over 27,000 megawatts. Solar helps keep the air conditioning on and prices lower than they otherwise would be. And look at all those batteries charging up!

Published: May 12, 2025 17:49

There's a new solar record in ERCOT, just as the heat wave is landing! First time over 27,000 megawatts. Solar helps keep the air conditioning on and prices lower than they otherwise would be. And look at all those batteries charging up!

ERCOT projecting an 84.6 gigawatt peak on Wednesday. May peak demand record is 77 gigawatts; all-time record is 85.5 GW. There are 20,000 megawatts of thermal plants offline. Solar & storage perfectly suited to heat waves, no energy emergencies expected. https://www.douglewin.com/p/record-may-peak-demand-coming-wednesday

Published: May 12, 2025 13:26

ERCOT projecting an 84.6 gigawatt peak on Wednesday. May peak demand record is 77 gigawatts; all-time record is 85.5 GW. There are 20,000 megawatts of thermal plants offline. Solar & storage perfectly suited to heat waves, no energy emergencies expected.…

RT by @douglewinenergy: Potentially historic week ahead starting tomorrow. Going to be very interesting to see where the thermometer ends up the next few afternoons, but all signs point to all-time records getting shattered #atxwx #txwx

Published: May 12, 2025 10:41

Potentially historic week ahead starting tomorrow. Going to be very interesting to see where the thermometer ends up the next few afternoons, but all signs point to all-time records getting shattered #atxwx #txwx

RT by @douglewinenergy: Solar energy has consistently been underestimated. Today, it adds more capacity/yr to global grid than any other source in history. If trend continues, solar will deliver more electricity generation/yr than any technology before it. Graph from @NatBullard - great newsletter

Published: May 12, 2025 10:11

Solar energy has consistently been underestimated. Today, it adds more capacity/yr to global grid than any other source in history. If trend continues, solar will deliver more electricity generation/yr than any technology before it. Graph from…

RT by @douglewinenergy: This temperature forecast is just bonkers. Also, a lot of coal & gas power plants are offline for maintenance during this "shoulder season" (the time of year when we normally expect mild weather and older thermal power plants can get a tune-up without putting the grid at risk).

Published: May 12, 2025 02:40

This temperature forecast is just bonkers. Also, a lot of coal & gas power plants are offline for maintenance during this "shoulder season" (the time of year when we normally expect mild weather and older thermal power plants can get a tune-up without…

RT by @douglewinenergy: Incredible view of Narrow Hills Provincial Park is Saskatchewan, Canada yesterday from low earth orbit. The Camp Fire has burned 70,000+ acres (17,000 hectares) and the Shoe Fire is 25,000+ acres (10,500 hectares). Very active start up there. 📷: @or_bit_eye 👈

Published: May 11, 2025 18:26

Incredible view of Narrow Hills Provincial Park is Saskatchewan, Canada yesterday from low earth orbit. The Camp Fire has burned 70,000+ acres (17,000 hectares) and the Shoe Fire is 25,000+ acres (10,500 hectares). Very active start up there. 📷:…

RT by @douglewinenergy: Current range of potential high temperatures in Austin on Wednesday: 105-112° Hottest ever in May: 104° Hottest ever of any month: 112° This kind of a forecast in mid-May is unfathomable #atxwx #txwx

Published: May 11, 2025 18:12

Current range of potential high temperatures in Austin on Wednesday: 105-112° Hottest ever in May: 104° Hottest ever of any month: 112° This kind of a forecast in mid-May is unfathomable #atxwx #txwx

R to @douglewinenergy: If Senate Bill 715 passes, much of this solar will retire, putting us closer to energy emergencies and rolling outages on hot summer (and spring) days, especially when thermal power plants are down. https://www.douglewin.com/p/ercot-ceo-says-we-need-all-resources

Published: May 9, 2025 23:13

If Senate Bill 715 passes, much of this solar will retire, putting us closer to energy emergencies and rolling outages on hot summer (and spring) days, especially when thermal power plants are down. douglewin.com/p/ercot-ceo-sa…

ERCOT is projecting an all-time May peak demand record Tuesday, of nearly 80 gigawatts. (Prev record = 77GW). With more than 20 gigawatts of gas offline, we could be looking at an energy emergency... but we have 30 GW of solar & 11 GW of batteries, plenty of extra power. ☀️🔋

Published: May 9, 2025 22:50

ERCOT is projecting an all-time May peak demand record Tuesday, of nearly 80 gigawatts. (Prev record = 77GW). With more than 20 gigawatts of gas offline, we could be looking at an energy emergency... but we have 30 GW of solar & 11 GW of batteries, plenty…

RT by @douglewinenergy: The Texas GOP is getting closer than ever to killing the state’s renewable energy boom, according to the industry. Much of the concern centers around a bill that passed the Senate yesterday requiring backup power for every solar & wind farm in Texas: https://www.houstonchronicle.com/business/energy/article/texas-solar-wind-damaging-bill-20303387.php

Published: May 9, 2025 21:29

The Texas GOP is getting closer than ever to killing the state’s renewable energy boom, according to the industry. Much of the concern centers around a bill that passed the Senate yesterday requiring backup power for every solar & wind farm in Texas:…

RT by @douglewinenergy: I'm not a Texas resident, but I follow power market design debates closely—and it's hard to miss how far SB715 diverges from sound analysis and expert consensus. Business groups, manufacturers, industry, @ERCOT_ISO leadership, and even thermal generators raised concerns.

Published: May 9, 2025 20:29

I'm not a Texas resident, but I follow power market design debates closely—and it's hard to miss how far SB715 diverges from sound analysis and expert consensus. Business groups, manufacturers, industry, @ERCOT_ISO leadership, and even thermal generators…

RT by @douglewinenergy: Mr. @douglewinenergy with some words I think a lot of Energy experts are muttering to themselves this Texas legislative season: "If they’d only listen." My latest for @ExpressNews on SB 715. https://www.expressnews.com/business/article/ercot-texas-spain-gop-grid-renwable-debate-20317828.php

Published: May 9, 2025 17:24

Mr. @douglewinenergy with some words I think a lot of Energy experts are muttering to themselves this Texas legislative season: "If they’d only listen." My latest for @ExpressNews on SB 715. expressnews.com/business/art…

“'Characterizing renewables as a problem, I don't think it’s helpful to the conversation. I don't think it's accurate. What we really need is a portfolio that can actually deliver on the resource requirements ahead of us," said ERCOT CEO Pablo Vegas. https://www.houstonchronicle.com/business/energy/article/texas-solar-wind-damaging-bill-20303387.php?utm_source=marketing&utm_medium=copy-url-link&utm_campaign=article-share&hash=aHR0cHM6Ly93d3cuaG91c3RvbmNocm9uaWNsZS5jb20vYnVzaW5lc3MvZW5lcmd5L2FydGljbGUvdGV4YXMtc29sYXItd2luZC1kYW1hZ2luZy1iaWxsLTIwMzAzMzg3LnBocA%3D%3D&time=MTc0Njc0Njg3NTIzMw%3D%3D&rid=MTI3YmViZTgtOWM2Mi00ODlmLTkyNDktYjI1MDY1ZmE5Y2Y1&sharecount=Mg%3D%3D

Published: May 9, 2025 11:00

“'Characterizing renewables as a problem, I don't think it’s helpful to the conversation. I don't think it's accurate. What we really need is a portfolio that can actually deliver on the resource requirements ahead of us," said ERCOT CEO Pablo Vegas.…

RT by @douglewinenergy: “It's like expecting a trumpet to play a drum line — it's just not going to work. It's not the right tool. But if you put all the tools together, then you can get an orchestra,” Rhodes said. via @clairehao_ @HoustonChron https://www.houstonchronicle.com/business/energy/article/texas-solar-wind-damaging-bill-20303387.php

Published: May 9, 2025 00:54

“It's like expecting a trumpet to play a drum line — it's just not going to work. It's not the right tool. But if you put all the tools together, then you can get an orchestra,” Rhodes said. via @clairehao_ @HoustonChron houstonchronicle.com/busines…

On SB 715: “It raises a lot of unknowns. No one has really thought through exactly how this is going to work, which is why I don't think you've seen the thermal generation community rush to support this," said Walt Baum. #txlege https://www.houstonchronicle.com/business/energy/article/texas-solar-wind-damaging-bill-20303387.php?utm_source=marketing&utm_medium=copy-url-link&utm_campaign=article-share&hash=aHR0cHM6Ly93d3cuaG91c3RvbmNocm9uaWNsZS5jb20vYnVzaW5lc3MvZW5lcmd5L2FydGljbGUvdGV4YXMtc29sYXItd2luZC1kYW1hZ2luZy1iaWxsLTIwMzAzMzg3LnBocA%3D%3D&time=MTc0Njc0Njg3NTIzMw%3D%3D&rid=MTI3YmViZTgtOWM2Mi00ODlmLTkyNDktYjI1MDY1ZmE5Y2Y1&sharecount=Mg%3D%3D

Published: May 9, 2025 00:20

On SB 715: “It raises a lot of unknowns. No one has really thought through exactly how this is going to work, which is why I don't think you've seen the thermal generation community rush to support this," said Walt Baum. #txlege …

R to @douglewinenergy: And if you prefer video, you can watch this: (Note SB 715 and HB 3356 are the same bill) https://www.youtube.com/watch?v=DBttOFC77WY

Published: May 8, 2025 22:28

And if you prefer video, you can watch this: (Note SB 715 and HB 3356 are the same bill) youtube.com/watch?v=DBttOFC7…

R to @douglewinenergy: The motion to suspend passed with the minimum votes required, 18-13. Three Republicans at least voted against it. Final vote was 17-14. Very rare to see votes that narrow in the Senate. Reflective of how horrible Senate Bill 715 is. More on that here: https://www.douglewin.com/p/breaking-sb-715-likely-up-for-vote

Published: May 8, 2025 21:24

The motion to suspend passed with the minimum votes required, 18-13. Three Republicans at least voted against it. Final vote was 17-14. Very rare to see votes that narrow in the Senate. Reflective of how horrible Senate Bill 715 is. More on that here:…

R to @douglewinenergy: Renewables do not add ancillary service costs, according to the @PUCTX report to #txlege, as Senator Menendez points out. Wish Senator Sparks and Chairman Schwertner would read the report they required the PUC to produce for them:

Published: May 8, 2025 21:11

Renewables do not add ancillary service costs, according to the @PUCTX report to #txlege, as Senator Menendez points out. Wish Senator Sparks and Chairman Schwertner would read the report they required the PUC to produce for them:

R to @douglewinenergy: Senate Bill 715 is a great way to slow down Texas' economic growth. Senator @DrSchwertner says it's a reasonable approach. It is not. Sparks: "going to need each and every electron going forward." Well, you're going to get less if you pass this.

Published: May 8, 2025 20:59

Senate Bill 715 is a great way to slow down Texas' economic growth. Senator @DrSchwertner says it's a reasonable approach. It is not. Sparks: "going to need each and every electron going forward." Well, you're going to get less if you pass this.

R to @douglewinenergy: Pablo Vegas this week: "I think it'd be better to find ways that are additive in nature than potentially produce a risk of losing generation in the short term, especially since we're going through a growth mode. We need to have all resources available." https://www.douglewin.com/p/ercot-ceo-says-we-need-all-resources

Published: May 8, 2025 20:53

Pablo Vegas this week: "I think it'd be better to find ways that are additive in nature than potentially produce a risk of losing generation in the short term, especially since we're going through a growth mode. We need to have all resources available."…

R to @douglewinenergy: @Menendez4Texas says @nrgenergy in their earnings report says gas turbines aren't available until 2030. Sparks acknowledges that's true but thinks gas turbines will be available. Doesn't explain how, just says "supply and demand."

Published: May 8, 2025 20:51

@Menendez4Texas says @nrgenergy in their earnings report says gas turbines aren't available until 2030. Sparks acknowledges that's true but thinks gas turbines will be available. Doesn't explain how, just says "supply and demand."

R to @douglewinenergy: Senator Menendez asks if Senator Sparks is familiar with the @AuroraER_Oxford study? He says he's not. It says it would raise industrial bills by $6 million and residential by $225. Anyone who votes for this is voting to raise energy bills. https://auroraer.com/media/texas-consumers-face-10-increase-in-power-bills-and-higher-reliability-risks-without-renewables-expansion-aurora-finds/

Published: May 8, 2025 20:49

Senator Menendez asks if Senator Sparks is familiar with the @AuroraER_Oxford study? He says he's not. It says it would raise industrial bills by $6 million and residential by $225. Anyone who votes for this is voting to raise energy bills.…

Senate Bill 715 is up right now in the Senate. The bill would raise bills and lower reliability. https://www.douglewin.com/p/another-anti-energy-anti-growth-bill

Published: May 8, 2025 20:44

Senate Bill 715 is up right now in the Senate. The bill would raise bills and lower reliability. douglewin.com/p/another-anti…

#txlege bills SB 819, SB 388, SB 715 & HB 3356 present risks to the grid, ERCOT CEO tells the Austin American Statesman. Plus updates on large load bill (SB 6), nuclear bill (HB 14), another anti-energy bill (HB 3556), and ERCOT's Innovation Summit. https://www.douglewin.com/p/ercot-ceo-says-we-need-all-resources

Published: May 8, 2025 19:13

#txlege bills SB 819, SB 388, SB 715 & HB 3356 present risks to the grid, ERCOT CEO tells the Austin American Statesman. Plus updates on large load bill (SB 6), nuclear bill (HB 14), another anti-energy bill (HB 3556), and ERCOT's Innovation Summit.…

R to @douglewinenergy: Also on a live chat this morning keeping up with the Senate hearing and PUC Open Meeting here: http://www.douglewin.com/chat

Published: May 8, 2025 13:38

Also on a live chat this morning keeping up with the Senate hearing and PUC Open Meeting here: douglewin.com/chat

Financial Times: AI data centers need all the energy they can get, including renewables; TAB op-ed: Red tape for energy generation is bad for Texas; Geothermal is having a moment; Solar consumer protection bill advances; and more here: https://www.douglewin.com/p/texas-in-the-national-spotlight-reading

Published: May 7, 2025 01:55

Financial Times: AI data centers need all the energy they can get, including renewables; TAB op-ed: Red tape for energy generation is bad for Texas; Geothermal is having a moment; Solar consumer protection bill advances; and more here:…