🦜 Doug Lewin / @douglewinenergy
@nitter.poast.org.douglewinenergy@rss-parrot.net
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Put the latest Energy Capital Podcast with @GlennHamer of @txbiz on YouTube. Check it out there or wherever you listen to podcasts. #txlege #txenergy
https://www.youtube.com/watch?v=HOzaA1SBnRI
https://nitter.poast.org/douglewinenergy/status/1924959630934859925#m
Published: May 20, 2025 22:45
Put the latest Energy Capital Podcast with @GlennHamer of @txbiz on YouTube. Check it out there or wherever you listen to podcasts. #txlege #txenergy
youtube.com/watch?v=HOzaA1SB…
Texas Association of Business President & CEO Glenn Hamer joined me to talk about why Texas needs an all-of-the-above energy strategy for AI, national security, and economic growth
https://www.douglewin.com/p/energy-for-the-next-texas-economic
https://nitter.poast.org/douglewinenergy/status/1924843868257976485#m
Published: May 20, 2025 15:05
Texas Association of Business President & CEO Glenn Hamer joined me to talk about why Texas needs an all-of-the-above energy strategy for AI, national security, and economic growth
douglewin.com/p/energy-for-t…
RT by @douglewinenergy: I'm just not having it today, sorry
https://nitter.poast.org/Noahpinion/status/1924574048908149208#m
Published: May 19, 2025 21:13
I'm just not having it today, sorry
nitter.poast.org/Noahpinion/status/1924569981125329310#m
RT by @douglewinenergy: Scooplet: Solar industry group @SEIA will release analysis that says Ways and Means' gutting of IRA tax credits as written could put 287 U.S. factories at risk of closing or never coming online & cost 292,000 jobs by 2028. Comes as House is negotiating to further weaken credits
https://nitter.poast.org/SiegelScribe/status/1924514748369981646#m
Published: May 19, 2025 17:17
Scooplet: Solar industry group @SEIA will release analysis that says Ways and Means' gutting of IRA tax credits as written could put 287 U.S. factories at risk of closing or never coming online & cost 292,000 jobs by 2028. Comes as House is negotiating to…
House State Affairs passed Senate Bill 6 with Chairman @DrewDarbyTX 's HB 3970 added; Governor's PUC appointees appeared in front of the Senate Nominations Committee this morning; battery state-of-charge at issue in ERCOT stakeholder process.
https://www.douglewin.com/p/senate-bill-6-passes-house-committee
https://nitter.poast.org/douglewinenergy/status/1924501809583755483#m
Published: May 19, 2025 16:26
House State Affairs passed Senate Bill 6 with Chairman @DrewDarbyTX 's HB 3970 added; Governor's PUC appointees appeared in front of the Senate Nominations Committee this morning; battery state-of-charge at issue in ERCOT stakeholder process.…
RT by @douglewinenergy: CenterPoint “did not adequately follow its own practices” in leasing generators for nearly $1 billion, per a third-party audit of the deal.
Most of the generators can't be used to restore outages caused by damage to neighborhood-level power lines: https://www.houstonchronicle.com/business/energy/article/centerpoint-generator-lease-audit-finds-gaps-20331242.php
https://nitter.poast.org/clairehao_/status/1924479973303181415#m
Published: May 19, 2025 14:59
CenterPoint “did not adequately follow its own practices” in leasing generators for nearly $1 billion, per a third-party audit of the deal.
Most of the generators can't be used to restore outages caused by damage to neighborhood-level power lines:…
RT by @douglewinenergy: A lot of progress on pollution over the years but a lot more to be done.
https://nitter.poast.org/mattyglesias/status/1924255608397529250#m
Published: May 19, 2025 00:07
A lot of progress on pollution over the years but a lot more to be done.
RT by @douglewinenergy: IT’S 7:12 PM AND… 🤘
#HookEm | @TexasLonghorns
https://nitter.poast.org/TexasBaseball/status/1923894322279149680#m
Published: May 18, 2025 00:12
IT’S 7:12 PM AND… 🤘
#HookEm | @TexasLonghorns
RT by @douglewinenergy: Cutting National Weather Service funding so offices are grossly understaffed, and then being surprised an understaffed office didn't get life-saving tornado warnings out, is a uniquely 2025 level of stupid. We get what we pay for.
https://nitter.poast.org/iCyclone/status/1923770234445390012#m
Published: May 17, 2025 15:59
Cutting National Weather Service funding so offices are grossly understaffed, and then being surprised an understaffed office didn't get life-saving tornado warnings out, is a uniquely 2025 level of stupid. We get what we pay for.
Biggest impacts, according to the @wsj, are in the Permian. Eagle Ford shale in South Texas has been flatlining for years. Permian has been, except for covid, steadily increasing for 10 years. Not anymore. https://www.wsj.com/business/energy-oil/trump-oil-gas-shale-production-decline-db5e0f7c?st=YtRtfe
https://nitter.poast.org/douglewinenergy/status/1923760093494919174#m
Published: May 17, 2025 15:18
Biggest impacts, according to the @wsj, are in the Permian. Eagle Ford shale in South Texas has been flatlining for years. Permian has been, except for covid, steadily increasing for 10 years. Not anymore. wsj.com/business/energy-oil/…
The @NWS is not merely a nice-to0 have. The cuts to the National Weather Service should be immediately reversed before more lives are needlessly lost.
https://nitter.poast.org/douglewinenergy/status/1923757950042038563#m
Published: May 17, 2025 15:10
The @NWS is not merely a nice-to0 have. The cuts to the National Weather Service should be immediately reversed before more lives are needlessly lost.
nitter.poast.org/mattmfm/status/1923720757470806272#m
RT by @douglewinenergy: The fast takeoff scenario is when AI rapidly, recursively improves itself.
That’s been happening in energy, and it’s accelerating.
The Industrial Revolution didn’t take off when we started mining coal. We’ve been using coal for heat for thousands of years.
It took off when we built machines that could burn coal, to mine and transport coal, for other coal-fired machines to burn.
We created a feedback loop, and we’re doing the same thing with solar right now.
The vast majority of the energy used to make solar panels is already electric. We’re now starting to see automated deployment and maintenance.
When we close the loop, all the growth humanity’s energy supply has seen to date will look about as significant as these pessimistic forecasts.
https://nitter.poast.org/JessePeltan/status/1923753508785803457#m
Published: May 17, 2025 14:52
The fast takeoff scenario is when AI rapidly, recursively improves itself.
That’s been happening in energy, and it’s accelerating.
The Industrial Revolution didn’t take off when we started mining coal. We’ve been using coal for heat for thousands of…
RT by @douglewinenergy: The situation in Kentucky last night could have been worse had it not been for the professionals at the @nwsjacksonky and elsewhere that dedicate their careers to the mission of protection of life and property.
https://nitter.poast.org/mattlanza/status/1923736710225039800#m
Published: May 17, 2025 13:45
The situation in Kentucky last night could have been worse had it not been for the professionals at the @nwsjacksonky and elsewhere that dedicate their careers to the mission of protection of life and property.
RT by @douglewinenergy: Global sales of electric cars continue to break records 🚘
In 2024, 1 in 5 cars sold worldwide was electric. In 2025, it's set to be more than 1 in 4.
Total electric car sales are on track to exceed 20 million this year despite economic uncertainties → https://iea.li/4mfHty3
https://nitter.poast.org/IEA/status/1923736583062049132#m
Published: May 17, 2025 13:45
Global sales of electric cars continue to break records 🚘
In 2024, 1 in 5 cars sold worldwide was electric. In 2025, it's set to be more than 1 in 4.
Total electric car sales are on track to exceed 20 million this year despite economic uncertainties →…
RT by @douglewinenergy: NEW VIDEO:
London, KY as the sun rises this morning - just a wasteland of rubble after a tornado roared through the Southeastern Kentucky community.
#KYwx
https://nitter.poast.org/WeatherNation/status/1923725198320173544#m
Published: May 17, 2025 13:00
NEW VIDEO:
London, KY as the sun rises this morning - just a wasteland of rubble after a tornado roared through the Southeastern Kentucky community.
#KYwx
RT by @douglewinenergy: London KY this morning… photos from Justin Smith
https://nitter.poast.org/spann/status/1923720095542513863#m
Published: May 17, 2025 12:39
London KY this morning… photos from Justin Smith
RT by @douglewinenergy: Unfiltered and filtered preliminary reports of yesterday’s horrible severe outbreak day with tornadoes, severe wind and hail. Over 1000 unfiltered reports. The worst day in May 2025 by far.
https://nitter.poast.org/JimCantore/status/1923710705242436060#m
Published: May 17, 2025 12:02
Unfiltered and filtered preliminary reports of yesterday’s horrible severe outbreak day with tornadoes, severe wind and hail. Over 1000 unfiltered reports. The worst day in May 2025 by far.
RT by @douglewinenergy: Kentucky, we’re starting today with the tough news that we lost at least 14 of our people to last night’s storms, but sadly, this number is expected to grow as we receive more information. Please pray for all of our affected families.
https://nitter.poast.org/GovAndyBeshear/status/1923710684069589068#m
Published: May 17, 2025 12:02
Kentucky, we’re starting today with the tough news that we lost at least 14 of our people to last night’s storms, but sadly, this number is expected to grow as we receive more information. Please pray for all of our affected families.
RT by @douglewinenergy: Just insane that a single supercell has caused several different tornadoes and destructive hail over a 500+ mile path that lasted nearly 10 hours Friday night. Truly very uncommon.
https://nitter.poast.org/NbergWX/status/1923613619775750612#m
Published: May 17, 2025 05:36
Just insane that a single supercell has caused several different tornadoes and destructive hail over a 500+ mile path that lasted nearly 10 hours Friday night. Truly very uncommon.
RT by @douglewinenergy: A few weeks ago, I wrote that CenterPoint would hike rates to pass on $400M of its derecho & other storm costs from last May to Houston-area customers.
Many readers responded: Why is the company allowed to do this?
Today's story tackles that question:
https://www.houstonchronicle.com/business/energy/article/centerpoint-derecho-storm-costs-20325792.php
https://nitter.poast.org/clairehao_/status/1923394245303365937#m
Published: May 16, 2025 15:04
A few weeks ago, I wrote that CenterPoint would hike rates to pass on $400M of its derecho & other storm costs from last May to Houston-area customers.
Many readers responded: Why is the company allowed to do this?
Today's story tackles that question:…
RT by @douglewinenergy: Here's the committee sub for SB 6, the large electricity load bill: https://www.documentcloud.org/documents/25943897-cssb-6-bill-text/
It incorporates all of @DrewDarbyTX's HB 3970, which creates a "fast track" for data centers/other large loads. Expected to be voted out by House State Affairs tomorrow. #txlege
https://nitter.poast.org/bradj_TX/status/1923186189332365320#m
Published: May 16, 2025 01:18
Here's the committee sub for SB 6, the large electricity load bill: documentcloud.org/documents/…
It incorporates all of @DrewDarbyTX's HB 3970, which creates a "fast track" for data centers/other large loads. Expected to be voted out by House State…
RT by @douglewinenergy: Texas Peak Performance: Grid Roundup #58
@douglewinenergy https://open.substack.com/pub/douglewin/p/peak-performance-grid-roundup-58?r=f4uc&utm_campaign=post&utm_medium=email
https://nitter.poast.org/smartenergy4u/status/1923122003902452134#m
Published: May 15, 2025 21:03
Texas Peak Performance: Grid Roundup #58
@douglewinenergy open.substack.com/pub/dougle…
R to @douglewinenergy: @russellgold uncovered more about @CenterPoint_TX than the PUC's auditors:
https://www.texasmonthly.com/news-politics/centerpoint-generators-life-cycle-power/
https://nitter.poast.org/douglewinenergy/status/1923043159904317441#m
Published: May 15, 2025 15:49
@russellgold uncovered more about @CenterPoint_TX than the PUC's auditors:
texasmonthly.com/news-politi…
R to @douglewinenergy: the @PUCTX heard the results of the management audit of @CenterPoint_TX which they found didn't have "consistent completion of vendor risk assessment" or "adequate consideration of conflict of interest."
https://interchange.puc.texas.gov/Documents/58049_2_1497095.PDF
https://nitter.poast.org/douglewinenergy/status/1923042853934059708#m
Published: May 15, 2025 15:48
the @PUCTX heard the results of the management audit of @CenterPoint_TX which they found didn't have "consistent completion of vendor risk assessment" or "adequate consideration of conflict of interest."
interchange.puc.texas.gov/Do…
R to @douglewinenergy: I'm providing updates here:
http://www.douglewin.com/chat
https://nitter.poast.org/douglewinenergy/status/1923037015966093574#m
Published: May 15, 2025 15:25
I'm providing updates here:
douglewin.com/chat
Happening now: ERCOT laying out how they plan to adjust load forecasts to something more realistic than a 3x increase in demand in five years.
https://www.adminmonitor.com/tx/puct/open_meeting/20250515/
https://nitter.poast.org/douglewinenergy/status/1923036941559255060#m
Published: May 15, 2025 15:25
Happening now: ERCOT laying out how they plan to adjust load forecasts to something more realistic than a 3x increase in demand in five years.
adminmonitor.com/tx/puct/ope…
nitter.poast.org/PUCTX/status/1923000594299601062#m
Going on @CBSNews live in a few minutes to talk about heat waves and the Texas grid.
https://www.cbsnews.com/live/
https://nitter.poast.org/douglewinenergy/status/1923019584623231210#m
Published: May 15, 2025 14:16
Going on @CBSNews live in a few minutes to talk about heat waves and the Texas grid.
cbsnews.com/live/
The peak demand record for May fell today, no conservation call or energy emergencies, as solar met 25-30% of demand throughout the day. Also, the New York Times covers anti-energy bills that would render the Texas economy "dead in the water." #txlege
https://www.douglewin.com/p/peak-performance-grid-roundup-58
https://nitter.poast.org/douglewinenergy/status/1922793517400875108#m
Published: May 14, 2025 23:17
The peak demand record for May fell today, no conservation call or energy emergencies, as solar met 25-30% of demand throughout the day. Also, the New York Times covers anti-energy bills that would render the Texas economy "dead in the water." #txlege
…
RT by @douglewinenergy: Don't be gaslit, y'all
105 degrees in mid May in Austin isn't "normal" or even close
It's an all time record and legitimately disturbing. It's okay to say it
https://nitter.poast.org/EvilMopacATX/status/1922669541873619337#m
Published: May 14, 2025 15:05
Don't be gaslit, y'all
105 degrees in mid May in Austin isn't "normal" or even close
It's an all time record and legitimately disturbing. It's okay to say it
Recorded this Monday with Jenni Lee at KVUE. Don't expect any conservation alerts or energy emergencies this week. Lots of solar and storage put the grid in a good place despite 100 degree temps in May.
https://www.kvue.com/video/news/politics/texas-legislature/how-bills-before-the-legislature-could-impact-the-texas-power-grid/269-841f6399-674c-41be-9817-c5df73b4bd67
https://nitter.poast.org/douglewinenergy/status/1922630479628636506#m
Published: May 14, 2025 12:30
Recorded this Monday with Jenni Lee at KVUE. Don't expect any conservation alerts or energy emergencies this week. Lots of solar and storage put the grid in a good place despite 100 degree temps in May.
kvue.com/video/news/politics…
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/
https://nitter.poast.org/douglewinenergy/status/1922432062424056123#m
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
https://nitter.poast.org/joshdr83/status/1922396554347897162#m
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
https://nitter.poast.org/SiegelScribe/status/1922351600644837700#m
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/
https://nitter.poast.org/ndustrialio/status/1922325061647605835#m
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.
https://nitter.poast.org/clawrence/status/1922320133113930137#m
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
https://nitter.poast.org/douglewinenergy/status/1922280480277463549#m
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.
https://nitter.poast.org/douglewinenergy/status/1922280468038484288#m
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 👇
https://nitter.poast.org/douglewinenergy/status/1922280455744954425#m
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…