The Ledger
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McEntush: Falling power generation costs are offset by rising grid delivery costs
“The cost to generate electricity, the cost of like power, Has dropped immensely. Gas, solar, things like that. But the cost to actually deliver that electricity has increased a ton. And so in net, it's sort of not changed.”
Cloud hyperscalers are exploring nuclear energy to ensure data center reliability
“You know, another good example is like data centers, as you noted you know, these regions where a lot of these data centers are located are expecting huge growth in energy demand to the point now that some large hyperscalers are looking at things like nuclear …”
Only 10% to 20% of queued US energy projects actually get built
“Maybe, I think it's like, 10 to 20% of projects are actually built.”
NERC highlights energy policy as a top grid risk over next decade
“And there's a separate group called the NERC, which is a semi sort of government associated. But they run these sort of these risk reports. And they have highlighted that one of the key risks for the grid over the next decade is actually policy.”
McEntush: Residential solar installation is cheaper in Germany than the US
“I think it's actually cheaper to put residential solar on your home in Germany than in the United States.”
McEntush: Grid load forecasting relies primarily on weather and temperature forecasts
“Most of this load forecast is done by just looking at the weather. Like, they look at, like, basically, like, one of the best indexes, they look at where, where the homes are, like, what, how many people are there, and then what the temperature is going to be.…”
US energy demand saw virtually no growth over the past two decades
“And for the last, you know, couple decades, we really haven't seen a growth in energy demand.”
McEntush: US grid outages and electricity price volatility are rising
“We have an increase in outages, a lot of this weather related the price of electricity is now a lot more volatile.”
Delivery fees now exceed 50% of California residential electricity bills
“Many times and increasingly so in California, the cost to deliver is like over 50% of the bill.”
Over two terawatts of proposed power capacity wait in US grid queues
“There's over, like, two, I want to say there's, like, two terawatts in the queue right now, which means that there's, like, two terawatts of power generating capacity, a nameplate, at least, like, what it could max out at, waiting to be connected to the grid.”
Household appliances like stoves will soon incorporate built-in batteries
“Your stove is going to have a battery likely.”
McEntush: Solar and wind energy are cheaper even without subsidies
“They are cheaper. Even without subsidies, LCOE is often a metric thrown around, which is the levelized cost of energy. Solar and wind are really, really good.”
McEntush: Grid batteries will expand from short-burst balancing to daily load-shifting
“Increasingly as batteries enter the grid, which as you've noted from the chart, it's not that significant penetration yet. It will start to be able to cycle over sort of a daily timeframe. So, as I mentioned earlier, taking energy from the middle of the day an…”
Enron originally pushed policies that created deregulated US energy wholesale markets
“The other type are deregulated markets, which started really becoming a thing over the last like 20 or so years. Largely pushed forward originally by Enron and pushing these policies of sort of these free markets where energy was going to be traded in these wh…”
McEntush: U.S. total grid generating capacity is roughly 1.2 terawatts
“I believe our grid today is about 1.2 terawatts. So this is almost effectively double what our current national generating capacity is.”
McEntush: Electrical transformer lead times currently exceed one year
“Things like transformers are, you know, have crazy lead times, like over a year or more, not to mention that it's increased in price dramatically.”
McEntush: US electrical grid is split into three major interconnections
“So, so I think the most important idea is that the electric grid is not some sort of monolithic entity that, that is, is, you know, the same across the United States. It's actually made up of three sort of major interconnections.”