I grew up on a dairy farm in WI. Co-Founder at Always On Energy Research. Geology enthusiast. Tweets and typos are my own.

MN
Unreliable energy advocates claim solar panels and battery storage are now able to deliver "baseload" power at a lower cost than coal or nuclear. But we ran the numbers in ERCOT, and solar and storage aren't low cost, they are the most expensive energy out there. A thread:
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Zing!
The energy policy from NY progressives is: -don't replace or upgrade old gas plants -don't construct new hydroelectric dams -don't build new nuclear plants Together that's about 90% of NY's current energy mix. For short, best to call it: "None of the Above"
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Hell yeah
Yet more great energy reporting in the WSJ, recommend folks to read Some quotes from realistic venture capital folks: - “Decarb is dead for now" - “Climate Week could basically be AI and data center week" Removal of subsides + the need to actually power growth exposed how fragile the entire ecosystem was. Carbon removal gets a lot of flak btw but it's too easy of a scapegoat, there are a lot more techs that have no path to viability that continue to receive a lot of funding
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The cheapest way to generate power in Minnesota is to keep all the coal plants open. Absent that, prices are going up. Legalizing new nuclear is good but its a long-term play, not an immediate affordability fix.
Minnesotans pay too much in electricity costs under Democrats’ 2040 mandates. I was proud to lead with my House Republican colleagues in taking the first meaningful steps in decades toward ending the nuclear moratorium. Amy Klobuchar is afraid to tell Minnesotans where she really stands. Let me be clear: finishing what we started and ending that moratorium will be a top priority when I’m Governor. Cheaper and clean energy to make life more affordable for Minnesotans, to provide fuel to power businesses and create jobs, is essential to our Minnesota's comeback. mprnews.org/story/2026/05/26…
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what a map
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Check out the latest study by @AlwaysOnEnergy calculating the benefits of the Project Beacon pipeline expansion!
Massachusetts ratepayers are paying some of the highest energy costs in the country. Our latest study says additional natural gas pipeline capacity could put real money back in their pockets. The Fiscal Alliance Foundation’s new Project Beacon study estimates that expanding the Algonquin Gas Transmission system by 300 MMcf/d could save Massachusetts ratepayers an average of $367 million every winter. For a typical gas-heated household, the numbers work out to an estimated $95 in annual winter savings against approximately $19 in costs, leaving the household about $76 ahead. For commercial customers, the estimated savings are even larger: $792 per winter against an estimated $170 cost, for approximately $622 in net savings. And the benefits become more significant when Massachusetts needs the energy most. The study found that additional pipeline capacity could reduce winter price spikes while also reducing the region’s use of more expensive fuel oil. 💰 $367 million in estimated savings per winter 🏠 $76 in net savings for a typical household 🏪 $622 in net savings for a typical commercial account 🔥 300 MMcf/d in additional firm natural gas capacity 🛢️ 8.4 million fewer gallons of fuel oil burned per winter For years, Massachusetts has debated how to bring down energy costs while ensuring enough energy is available during the coldest days of the year. Now there are numbers attached to one potential answer. The question is: who will back the savings?
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Step 1: Make unrealistic net zero targets to Green Plate your system and rake in fat stacks for shareholders. Step 2: Two-thirds of top utilities cancel or fall behind net zero targets.
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What a delay Many NJ residents are struggling as costs including food, housing, and energy increase, Public Service Enterprise Group Inc. (PSEG) wrote in a 2026 update announcing it had delayed until 2050 its previous goal to hit net-zero emissions for all utility operations by 2030.
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This Bermel lady doesn't seem to understand that those additions were because of policy. "Last year, 93% of what got added to the grid was renewables and storage," Bermel said. "There's no amount of policy that can change that."
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Isaac Orr retweeted
New York's energy picture is a mess because its political class is not serious when it talks about energy. Left: we can build a bunch of intermittent wind & solar instead of replacing aging gas plants! Right: we can cut electric bills in half! Energy wonks: 😢
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Exactly. I’d argue Klein hurt the movement with his deeply unserious understanding of energy and his constant desire to seek a middle ground between red and blue states when the red states are building housing and infrastructure etc
Fortunately Ezra Klein was never the “abundance movement” anyway. He was a third-hand popularizer of ideas that libertarian economists and left-wing ecomodernists and conservative critics of progressive governance have been shouting from the rooftops for decades.
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Very bad for grid utilization!!!
Needing all the gas capacity while driving down the utilization while paying for all those new resources seems like itll cost some 💰💰💰
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Isaac Orr retweeted
Averaging January and June load profile data makes me want to have an aneurysm
A reminder of the good news in a place that for all its issues is on the right side of history: @californiapost @CaEnergySafety @JohnsHopkins @ENERGY @fbirol @UCBerkeley
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I have to be blunt and just say outright that I find @ember_energy (at least the central team) increasingly ridiculous. Even in the zero-carbon electrostate future that Ember would endorse in a heartbeat, there will be vulnerable centralized bottlenecks--hydrogen pipelines, petrochemical plants, hydrogen peaker plants, offshore wind substations, HVDC converter stations, undersea cables (e.g. Greece to Crete or Morocco to Spain). What is the cost and time to repair of a 20MW offshore wind turbine? What if a drone hits the receiver tower at a concentrating solar farm? Virtually no mention of cyberwarfare, which arguably renders modern grids of all configurations more or less similarly vulnerable. And acknowledging that Ukraine has demonstrated solar's usefulness for grid resilience while under constant Russian attack, open war really isn't one of the leading considerations for most countries' energy system design. There are a lot of good cost and operational reasons why a heavily distributed energy future very well might not prevail over centralized models. And in practice future systems might easily qualify as some hybrid of both. Pooh-poohing "centralized=bad" is just, well, kind of stupid.
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Isaac Orr retweeted
Replying to @TheFrackingGuy
Maine is even worse! The Gov is passing out $300 checks. mattjacobson84.substack.com/…
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New York has the 8th highest electricity prices in the country because they have enacted policies that make electricity more expensive. Then, in traditional progressive fashion, the attempt to redistribute their way out of the policy pickle they created. 👇
this is how it feels to get a discount on your monthly utility bill through New York's Energy Affordability Program!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!!!!!!!!!!! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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They* damnit
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