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🦜 Doug Lewin / @douglewinenergy

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

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Twitter feed for: @douglewinenergy. Generated by nitter.poast.org

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Site URL: nitter.poast.org/douglewinenergy

Feed URL: nitter.poast.org/douglewinenergy/rss

Posts: 39

Followers: 3

RT by @douglewinenergy: Megapack will carry a lot of the world’s load in energy, as it allows power plants to run continuously.

https://nitter.poast.org/elonmusk/status/1985567342844338481#m

Published: November 4, 2025 04:38

Megapack will carry a lot of the world’s load in energy, as it allows power plants to run continuously. nitter.poast.org/Tesla_Megapack/status/1985460209691869455#m

RT by @douglewinenergy: TSA wait times 3++ hours in Houston today as employees who aren't getting paid aren't showing up for work. Expect this to spread to other airports tomorrow. Complete mess. I'm guessing the government reopens by Wednesday.

https://nitter.poast.org/JohnArnoldFndtn/status/1985433149543752146#m

Published: November 3, 2025 19:45

TSA wait times 3++ hours in Houston today as employees who aren't getting paid aren't showing up for work. Expect this to spread to other airports tomorrow. Complete mess. I'm guessing the government reopens by Wednesday.

RT by @douglewinenergy: Late last month, our G1_Dallas factory set a new production record: 14 MW of solar panels in a single day. Do the math: that's a 5.1 GW annualized pace. Domestic solar. It's the path to American power. Thank you to our G1 workers!

https://nitter.poast.org/T1_Energy/status/1985420138058023011#m

Published: November 3, 2025 18:53

Late last month, our G1_Dallas factory set a new production record: 14 MW of solar panels in a single day. Do the math: that's a 5.1 GW annualized pace. Domestic solar. It's the path to American power. Thank you to our G1 workers!

RT by @douglewinenergy: Inside Climate News examined the 2024 federal filings of 100 of the largest electric utilities in the country. None reported higher total residential electric bills, on average, than Alabama Power. Because AL is one of the poorest states in the nation, that hits especially hard.

https://nitter.poast.org/AriPeskoe/status/1985390717800251764#m

Published: November 3, 2025 16:56

Inside Climate News examined the 2024 federal filings of 100 of the largest electric utilities in the country. None reported higher total residential electric bills, on average, than Alabama Power. Because AL is one of the poorest states in the nation,…

Electricity costs are higher than they need to be and trending higher. The largest utility in Texas, Oncor, is asking the PUC for nearly a billion dollar increase per year. The lack of any sort of price discovery for alternatives to distribution infrastructure spending is a major impediment to increasing resilience and lowering costs. From the Dallas Morning News last week: "In light of the proposed rate increase, the Texas Advanced Energy Business Alliance (TAEBA) recently commissioned a study. The organization found that Oncor customers could save $8.5 billion over the next 10 years, if the utility integrated more distributed energy resources into its system planning and operations, the group announced last week. "The study concluded that including customer-owned technologies such as household solar and battery storage, electric vehicles and smart appliances in the utility’s grid planning and ERCOT’s market operations could save every Oncor customer roughly $279 per year. “'For Oncor, the message is open in the playbook,” [TAEBA Director Matt] Boms said. 'Share your grid maps, show us where local energy can connect efficiently to the grid and where it’s needed the most. Let local energy compete with traditional spending on poles and wires, where it might be cheaper or faster to integrate distributed resources and then streamline the approvals.'" Texas has embraced competition for generation and retail. Why not embrace competition on the distribution grid? Link to full article and much more in the reply.

https://nitter.poast.org/douglewinenergy/status/1985348583223435644#m

Published: November 3, 2025 14:09

Electricity costs are higher than they need to be and trending higher. The largest utility in Texas, Oncor, is asking the PUC for nearly a billion dollar increase per year. The lack of any sort of price discovery for alternatives to distribution…

RT by @douglewinenergy: Problem is there’s no real way to use DERs in Texas in a serious way on the Dx system. All services are bulk and unlike vertically bundled states where we’re providing Dx and Bulk value stacking, it’s impossible in ERCOT due to customer access issues.

https://nitter.poast.org/apoorv_bh89/status/1985104646990614608#m

Published: November 2, 2025 22:00

Problem is there’s no real way to use DERs in Texas in a serious way on the Dx system. All services are bulk and unlike vertically bundled states where we’re providing Dx and Bulk value stacking, it’s impossible in ERCOT due to customer access issues.

RT by @douglewinenergy: Big power bills are overlapping with rising food prices and inflation, frustrating many Americans https://on.wsj.com/4nFl9xp

https://nitter.poast.org/WSJ/status/1985063507268661712#m

Published: November 2, 2025 19:16

Big power bills are overlapping with rising food prices and inflation, frustrating many Americans on.wsj.com/4nFl9xp

R to @douglewinenergy: How Hayek can help us think throught competition on the distribution grid by weighing the "knowledge problem" and balancing planning with markets; thoughts on human-centered AI; reaction to Bill Gates' new climate note, and much more here: https://www.douglewin.com/p/proposed-rate-increase-faces-opposition

https://nitter.poast.org/douglewinenergy/status/1985061498306297993#m

Published: November 2, 2025 19:08

How Hayek can help us think throught competition on the distribution grid by weighing the "knowledge problem" and balancing planning with markets; thoughts on human-centered AI; reaction to Bill Gates' new climate note, and much more here:…

Oncor wants a billion more per year in rate increases but "does not consider" DERs in its planning. DERs could save $8.5 billion over 10 years. It's time for regulators to require some form of competition and price discovery for the socialized distribution system. 1/2

https://nitter.poast.org/douglewinenergy/status/1985061486503547300#m

Published: November 2, 2025 19:08

Oncor wants a billion more per year in rate increases but "does not consider" DERs in its planning. DERs could save $8.5 billion over 10 years. It's time for regulators to require some form of competition and price discovery for the socialized distribution…

RT by @douglewinenergy: Solar is now! 5 GW per year from this US manufacturer. One point I make about the economics of selecting our future sources of electricity is that every other category of generation moves more slowly than solar. Some new nuclear designs, despite the good press and investor interest, have never been tested because they have never been built. Listen to the details.

https://nitter.poast.org/RichardRusk007/status/1984989386530820419#m

Published: November 2, 2025 14:22

Solar is now! 5 GW per year from this US manufacturer. One point I make about the economics of selecting our future sources of electricity is that every other category of generation moves more slowly than solar. Some new nuclear designs, despite the good…

RT by @douglewinenergy: 🚨NEW: Jon Stewart: "I’ve got people in my family that are to the right of Attila the Hun. And when people tell me, like, 'How can you platform that person on your show?' I go, 'I platform my uncle every f*cking Thanksgiving.'" "And by the way, I love him. He’s a three-dimensional human being who has qualities that I really admire — things about him." "And we’ve lost that. We’ve lost the ability to love people because we litmus test at every point, in every single moment." @DailyCaller

https://nitter.poast.org/JasonJournoDC/status/1984684016789045433#m

Published: November 1, 2025 18:08

🚨NEW: Jon Stewart: "I’ve got people in my family that are to the right of Attila the Hun. And when people tell me, like, 'How can you platform that person on your show?' I go, 'I platform my uncle every f*cking Thanksgiving.'" "And by the way, I love…

20% of AEP's customers are in Texas. 45% of AEP's projected data center load is in Texas.

https://nitter.poast.org/douglewinenergy/status/1984676282106339735#m

Published: November 1, 2025 17:37

20% of AEP's customers are in Texas. 45% of AEP's projected data center load is in Texas. nitter.poast.org/ShanuMathew93/status/1984250962786054269#m

RT by @douglewinenergy: Demand is way more elastic than people think. We don’t see it because utilities don’t offer cost reflective pricing, so people build in ways that optimize for the wrong price signals. This has been a massive issue for far longer than we’ve had cheap solar. We’ve had the technology to lower grid costs for a long time, but without accurate price signals people have no incentive to do it. Utilities are incentivized to do exactly the opposite. If they can justify more spending, they make a larger guaranteed return.

https://nitter.poast.org/JessePeltan/status/1984647823715864596#m

Published: November 1, 2025 15:44

Demand is way more elastic than people think. We don’t see it because utilities don’t offer cost reflective pricing, so people build in ways that optimize for the wrong price signals. This has been a massive issue for far longer than we’ve had cheap…

RT by @douglewinenergy: The reshoring and onshoring of all supply chains will take time and be led by new technology. We funded this work through grants, loans, and 44X tax credits and it is now functional in solar, batteries, many others…need NextGen technology.

https://nitter.poast.org/JigarShahDC/status/1984600038128173508#m

Published: November 1, 2025 12:34

The reshoring and onshoring of all supply chains will take time and be led by new technology. We funded this work through grants, loans, and 44X tax credits and it is now functional in solar, batteries, many others…need NextGen technology.…

How close is the U.S. to a fully domestic solar supply chain? Closer than most people realize and Texas is leading. When we talk about reshoring clean energy, few examples are as tangible as this. I sat down with Dan Barcelo of T1 Energy to break down what an end-to-end solar supply chain in Texas actually looks like: ⚡ Polysilicon sourced in America from Corning ⚡ American polysilicon converted to wafers with Corning subsidiary Hemlock Semiconductor ⚡ By the end of 2026, wafers turned into cells at the upcoming G2 Austin near the shuttered Alcoa aluminum plant ⚡ Modules assembled at G1 Dallas, already employing more than 1,000 Texans. By 2026, that chain will stretch from raw material to finished panel, all within Texas, and can produce 5 gigawatts of solar per year. And that's just scratching the surface of what's possible here in Texas. That’s not just industrial policy, it’s reliability insurance for ERCOT. Shorter, more reliable supply chains, faster build cycles, and local jobs feeding local power. If Texas can pull this off, it won’t just be making solar. It’ll be making history. What do you think, can Texas own the full solar stack? 👉 Full conversation in the comments. #TxEnergy #SolarManufacturing #CleanEnergy #GridReliability #txlege

https://nitter.poast.org/douglewinenergy/status/1984304476359180290#m

Published: October 31, 2025 17:00

How close is the U.S. to a fully domestic solar supply chain? Closer than most people realize and Texas is leading. When we talk about reshoring clean energy, few examples are as tangible as this. I sat down with Dan Barcelo of T1 Energy to break down…

1,200 Texans are already building America’s solar future. Doug Lewin talks with Dan Barcelo (T1 Energy) on how Texas could make every step of the solar supply chain, from polysilicon to panels, right here.

https://nitter.poast.org/douglewinenergy/status/1984243785849815278#m

Published: October 31, 2025 12:59

1,200 Texans are already building America’s solar future. Doug Lewin talks with Dan Barcelo (T1 Energy) on how Texas could make every step of the solar supply chain, from polysilicon to panels, right here.

When oil fields run on electricity, renewables start winning on cost. On the Energy Capital Podcast, Dan Barcelo of T1 Energy explained how much oil and gas activity is now tied to the grid and why. The answer’s simple: when power is cheaper than diesel, producers plug in. Here’s what that looks like in West Texas: ⚡ The Permian sits on some of the best overlapping wind and solar resources in the country. ⚡ Electrifying oil field operations can save about a dollar per barrel compared to running diesel generators. That’s power once produced by burning fuel on-site, now drawn from a grid increasingly supplied by wind and solar. Cheaper electrons mean lower production costs and higher margins. It’s not ideological at all, it's just economics. 👉 Full episode linked in the comments. #TexasEnergy #PermianBasin #OilAndGas #SolarWind

https://nitter.poast.org/douglewinenergy/status/1984002491709845867#m

Published: October 30, 2025 21:00

When oil fields run on electricity, renewables start winning on cost. On the Energy Capital Podcast, Dan Barcelo of T1 Energy explained how much oil and gas activity is now tied to the grid and why. The answer’s simple: when power is cheaper than diesel,…

Texas doesn’t wait for permission to build. Dan Barcelo (T1 Energy) and I explored how Texas’s spirit of freedom and innovation could turn distributed power into "sovereign energy."

https://nitter.poast.org/douglewinenergy/status/1983911894110093801#m

Published: October 30, 2025 15:00

Texas doesn’t wait for permission to build. Dan Barcelo (T1 Energy) and I explored how Texas’s spirit of freedom and innovation could turn distributed power into "sovereign energy."

Data centers need power today. What can Texas deliver power at scale, fast? ✅ Solar plus storage can be procured and deployed on short timelines. ✅ Solar and storage can be placed anywhere, including onsite near data centers ✅ Standardized projects let big tech scale quickly and predictably On The Energy Capital Podcast, I talked about the need for speed to power with Dan Barcelo, CEO of T1 Energy. They're manufacturing solar panels in Texas. Nuclear will matter the long term but the AI buildout is happening now. For the next few years, speed wins, and solar plus storage is the fastest mover. 👉 Full conversation in the comments.

https://nitter.poast.org/douglewinenergy/status/1983866556439552298#m

Published: October 30, 2025 12:00

Data centers need power today. What can Texas deliver power at scale, fast? ✅ Solar plus storage can be procured and deployed on short timelines. ✅ Solar and storage can be placed anywhere, including onsite near data centers ✅ Standardized projects let…

RT by @douglewinenergy: When @T1_Energy CEO @_danielbarcelo moved to Austin, he says the first question people asked was "where are you from?" (New York.) The second question was "what are building?" (A domestic solar supply chain.) "This attitude of build, build, build. That’s Texas." On the Energy Capital Podcast with @douglewinenergy.

https://nitter.poast.org/T1_Energy/status/1983570655879553401#m

Published: October 29, 2025 16:24

When @T1_Energy CEO @_danielbarcelo moved to Austin, he says the first question people asked was "where are you from?" (New York.) The second question was "what are building?" (A domestic solar supply chain.) "This attitude of build, build, build.…

RT by @douglewinenergy: @axios: @Nvidia is deploying @EmeraldAi_ at a facility under construction in @DominionEnergy Virginia by @digitalrealty, with @pjminterconnect & @EPRINews #DCFlex as partners.

https://nitter.poast.org/ArushiSF/status/1983513048493986143#m

Published: October 29, 2025 12:35

@axios: @Nvidia is deploying @EmeraldAi_ at a facility under construction in @DominionEnergy Virginia by @digitalrealty, with @pjminterconnect & @EPRINews #DCFlex as partners.

Over 75% of power installed globally in 2024 was solar and over 75% of that was made in China. Can the US manufacture enough solar for our needs and maybe enough to export? I talked with @T1_Energy CEO @_danielbarcelo about building a solar supply chain in Texas. 1/2

https://nitter.poast.org/douglewinenergy/status/1983510013713768749#m

Published: October 29, 2025 12:23

Over 75% of power installed globally in 2024 was solar and over 75% of that was made in China. Can the US manufacture enough solar for our needs and maybe enough to export? I talked with @T1_Energy CEO @_danielbarcelo about building a solar supply chain in…

R to @douglewinenergy: I share more analysis, context, and updates every week in my newsletter. ⚡ Subscribe: http://douglewin.com

https://nitter.poast.org/douglewinenergy/status/1983403969763521004#m

Published: October 29, 2025 05:22

I share more analysis, context, and updates every week in my newsletter. ⚡ Subscribe: douglewin.com

RT by @douglewinenergy: This @BillGates essay on climate and what the actual states and real issues are is very good. People should listen to him. https://www.gatesnotes.com/home/home-page-topic/reader/three-tough-truths-about-climate

https://nitter.poast.org/mattyglesias/status/1983340986223997210#m

Published: October 29, 2025 01:11

This @BillGates essay on climate and what the actual states and real issues are is very good. People should listen to him. gatesnotes.com/home/home-pag…

RT by @douglewinenergy: Texas should use "cold-climate" heat pumps. The models used in Northern Europe can operate at a COP >2 in more extreme conditions than Texas ever experiences. Larger heat exchangers, variable speed motors, etc. are also better for cooling. This would happen naturally if we had accurate price signals for electricity.

https://nitter.poast.org/JessePeltan/status/1983282264911044996#m

Published: October 28, 2025 21:18

Texas should use "cold-climate" heat pumps. The models used in Northern Europe can operate at a COP >2 in more extreme conditions than Texas ever experiences. Larger heat exchangers, variable speed motors, etc. are also better for cooling. This would…

In South Texas, a data center is using wind power that would otherwise be curtailed. That means cleaner computing, new jobs, and more taxable value for rural counties. These projects don’t just make better use of our energy systems, they strengthen local economies. As Willacy County Judge Aurelio Guerra told the Texas Tribune: “Value is how counties survive,” especially rural ones. Tapping underused generation is exactly the kind of innovation Texas needs. Read about it in this week’s Reading & Podcast Picks. Link in reply 👇

https://nitter.poast.org/douglewinenergy/status/1983211875778343149#m

Published: October 28, 2025 16:38

In South Texas, a data center is using wind power that would otherwise be curtailed. That means cleaner computing, new jobs, and more taxable value for rural counties. These projects don’t just make better use of our energy systems, they strengthen local…

R to @douglewinenergy: Clean energy is full of opportunities for Texas, read more below https://www.douglewin.com/p/the-energy-weapon-reading-and-podcast

https://nitter.poast.org/douglewinenergy/status/1982882298443022338#m

Published: October 27, 2025 18:49

Clean energy is full of opportunities for Texas, read more below douglewin.com/p/the-energy-w…

ERCOT demand is up 5% year-over-year & 23% since 2021 with nearly all of the demand growth being met by wind, solar & batteries, according to @EIAgov. Solar has gone from a barely perceptible sliver to nearly 15% in only 4 years, with most of the growth in the last year. 1/2

https://nitter.poast.org/douglewinenergy/status/1982882286136861102#m

Published: October 27, 2025 18:49

ERCOT demand is up 5% year-over-year & 23% since 2021 with nearly all of the demand growth being met by wind, solar & batteries, according to @EIAgov. Solar has gone from a barely perceptible sliver to nearly 15% in only 4 years, with most of the growth in…

RT by @douglewinenergy: "Fermi locked in this “preeminent position” for the Westinghouse AP1000 reactors while separately signing a contract with Hyundai Engineering & Construction to start engineering work. The statement did not outline the cost of the project."

https://nitter.poast.org/JohnArnoldFndtn/status/1982828517105844446#m

Published: October 27, 2025 15:15

"Fermi locked in this “preeminent position” for the Westinghouse AP1000 reactors while separately signing a contract with Hyundai Engineering & Construction to start engineering work. The statement did not outline the cost of the project."