Sublime
An inspiration engine for ideas
New Georgia Power load forecasts just dropped. Your jaw will, too.
DATA CENTERS: 31 GW
MFG'ING: 1.2 GW
OTHER: 1.2 GW
CLEAN TECH: 1 GW
"Since the filing of the 2023 IRP Update in October 2023:
ï‚· The total economic development pipeline... See more
Here comes Southern, too: $76B capital investment plan: +$13B (+20%) increase from prior base forecast. Updates to capital investment plan support projected state-regulated rate base growth of 8% through 2029.
Some more of the app, and the branding, which is just sick as fuck. https://t.co/YThOU2122I
Today is a historical day! We’ve declared that Plant Vogtle Unit 3 has entered commercial operation and is now serving customers and the State of Georgia. The new unit represents a long-term investment in the state’s clean energy future and will provide reliable, emissions-free energy to customers for decades to come.
Georgia Powerx.com
Yesterday, during peak energy demand (8:10pm), the largest energy supplier to the California grid was... batteries.
Expect to see a lot more of this in the near future. https://t.co/RT20PHzHuR
This new report from Grid Strategies, led by @Wilson_Energy, is shocking. Load growth projections are skyrocketing all across the country, and especially in the southeast. What's going on? A thread...https://t.co/iGcpA2quOL https://t.co/YsXBJVed3n
Duke Energy, Amazon, Google, Microsoft, and Nucor announced agreements to explore new rate structures (tariffs) to support carbon-free energy generation like nuclear and storage. The proposed "Accelerating Clean Energy" tariffs would enable large customers to directly support clean energy investments through financing structures, lowering costs of... See more
Shanu Mathewx.com@guastywinds Perimeter Solutions is down a lot for good reason, but is a reasonable biz albeit with a lot of vol. Thorndike + Howley sit on the board. Einhorn owns Net Power $npwr. Don't know anything about it but it's only down ~3% since the SPAC
Two Natural Capitalx.com
1) $POWL
Powell Industries is a leader in the design of complex electrical infrastructure. Oil & Gas is the primary market, but the data center segment is quickly growing for the company.
Revenue growth is over 40% YoY with EBITDA growing 298% YoY. https://t.co/p4HpisWzB9