#  @smithtjosh Josh Smith Josh Smith posts on X about in the, ai, money, future the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::2376444463/interactions)  - [--] Week [-----] +9,821% - [--] Month [------] +299% - [--] Months [------] -43% - [--] Year [-------] +501% ### Mentions: [--] [#](/creator/twitter::2376444463/posts_active)  - [--] Week [--] +64% - [--] Month [--] +188% - [--] Months [--] +73% - [--] Year [---] +292% ### Followers: [-----] [#](/creator/twitter::2376444463/followers)  - [--] Week [-----] -0.23% - [--] Month [-----] +0.65% - [--] Months [-----] +4.30% - [--] Year [-----] +82% ### CreatorRank: undefined [#](/creator/twitter::2376444463/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [social networks](/list/social-networks) [celebrities](/list/celebrities) [musicians](/list/musicians) [currencies](/list/currencies) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [in the](/topic/in-the), [ai](/topic/ai), [money](/topic/money), [future](/topic/future), [folks](/topic/folks), [data](/topic/data), [google](/topic/google), [if you](/topic/if-you), [public](/topic/public), [data centers](/topic/data-centers) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/google) [Microsoft Corp. (MSFT)](/topic/microsoft) [Gains (GAINS)](/topic/gains) [Costco Wholesale Corporation (COST)](/topic/costco) [Goldman Sachs (GS)](/topic/goldman-sachs) [IBM (IBM)](/topic/ibm) [Bitcoin (BTC)](/topic/bitcoin) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts Top posts by engagements in the last [--] hours "This should anger everyone. https://uphill.thedispatch.com/p/us-admitted-zero-uyghur-refugeestoken=eyJ1c2VyX2lkIjoyNDY4MDA3LCJwb3N0X2lkIjo0MjkyODY2MiwiXyI6ImhhbmJSIiwiaWF0IjoxNjM0ODYzOTE3LCJleHAiOjE2MzQ4Njc1MTcsImlzcyI6InB1Yi0yNDkyNzYiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.p7Akm4eDiTtRkQ8Hy_I7KlJKQ92wDH5tGr8WCjswOtg https://uphill.thedispatch.com/p/us-admitted-zero-uyghur-refugeestoken=eyJ1c2VyX2lkIjoyNDY4MDA3LCJwb3N0X2lkIjo0MjkyODY2MiwiXyI6ImhhbmJSIiwiaWF0IjoxNjM0ODYzOTE3LCJleHAiOjE2MzQ4Njc1MTcsImlzcyI6InB1Yi0yNDkyNzYiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.p7Akm4eDiTtRkQ8Hy_I7KlJKQ92wDH5tGr8WCjswOtg" [X Link](https://x.com/smithtjosh/status/1451350669172961280) 2021-10-22T00:52Z [----] followers, [--] engagements "🚨 New paper by @Morgan_Raux. Do immigrants negatively affect the job prospects of native workers No. Instead immigrants are a way to fill rare skills in the labor market" [X Link](https://x.com/smithtjosh/status/1721936919716872694) 2023-11-07T17:05Z [---] followers, [----] engagements "I would have paid Taylor Swift ticket prices to sit in. Really excited about listening" [X Link](https://x.com/smithtjosh/status/1727059761190101421) 2023-11-21T20:21Z [---] followers, [----] engagements "@vladtarko @AlexNowrasteh We should definitely experiment here Utah tried some of this in [----] but the federal government never passed enabling legislation. Rep. Curtis had a bill a few years ago to do some state-based visas. And Gov. Cox has proposed state-based visas last year" [X Link](https://x.com/smithtjosh/status/1750307105784180938) 2024-01-24T23:58Z [---] followers, [--] engagements "I read a lot but I'm trying to read more Always looking for more reading suggestions What I read in January [----] ❗ - a must 👍 - recommend ❌ - no" [X Link](https://x.com/smithtjosh/status/1753492735175397580) 2024-02-02T18:57Z [---] followers, [---] engagements "Books 👍 Electricity restructuring @knowledgeprob and Kleit ❌ Modernizing America's Electricity Infrastructure Mason Willrich ❗ Girl Land Caitlin Flanagan 👍 Fully Grown Dietrich Vollrath 👍 Not the End of the World Hannah Ritchie 👍 A Question of Power Robert Bryce" [X Link](https://x.com/smithtjosh/status/1753492738799276502) 2024-02-02T18:57Z [---] followers, [--] engagements "Cool new paper from @ClaDeiana @LudoGiua and Roberto Nistic" [X Link](https://x.com/smithtjosh/status/1757121332574355771) 2024-02-12T19:15Z [---] followers, [--] engagements "There is a lot of similar research in the US. Though I don't know if there is evidence of language acquisition - TPS improves economic outcomes" [X Link](https://x.com/smithtjosh/status/1757121333786460198) 2024-02-12T19:15Z [---] followers, [--] engagements "👍 - Cheaper Energy Pricier Wires @duncan__c" [X Link](https://x.com/smithtjosh/status/1763573604736983222) 2024-03-01T14:34Z [---] followers, [--] engagements "👍 - Secularization Comes for the Religion of Technology: Or how to make sense of techno-optimist manifestos the Open Ai/Altman affair EA/e-acc movements and the general sense of cultural stagnation @LMSacasas" [X Link](https://x.com/smithtjosh/status/1763573606100111374) 2024-03-01T14:34Z [---] followers, [--] engagements "Half of ERCOT's winter and summer peaks are residential. Lots of opportunities in organizing those customers to shave the peaks" [X Link](https://x.com/smithtjosh/status/1798050921601237305) 2024-06-04T17:55Z [----] followers, 45K engagements "https://x.com/arpitrage/status/1804982277124026476 Fraction of residents with AC: USA: 89% New York State: 88% New York City: 90% South Bronx: 76% NYC public housing: 50% China: 60% Spain: 33% Italy: 30% Germany: 13% India: 13% Alaska: 7% https://t.co/SFrr57B77l https://t.co/ZhIFGXXkKe https://t.co/jfI4lSplaM https://x.com/arpitrage/status/1804982277124026476 Fraction of residents with AC: USA: 89% New York State: 88% New York City: 90% South Bronx: 76% NYC public housing: 50% China: 60% Spain: 33% Italy: 30% Germany: 13% India: 13% Alaska: 7% https://t.co/SFrr57B77l https://t.co/ZhIFGXXkKe" [X Link](https://x.com/smithtjosh/status/1805111082962518193) 2024-06-24T05:29Z [---] followers, [--] engagements "Little-known fact: we could also blow away all the wildfire smoke by turning on all our fans and blowdryers but alas collective action is hard https://x.com/jon_bois/status/1804567740918731173 we could end the heat wave right now if we all turned up our air conditioning as high as it can go and opened all our windows to let the cold air outside. unfortunately we have little capacity for collective action in this country https://x.com/jon_bois/status/1804567740918731173 we could end the heat wave right now if we all turned up our air conditioning as high as it can go and opened all our windows" [X Link](https://x.com/smithtjosh/status/1805111087261745165) 2024-06-24T05:29Z [---] followers, [--] engagements "Quick thoughts spurred by a great @CatalystPod episode on AI load growth: https://t.co/WMbg4xhu4B https://t.co/WMbg4xhu4B" [X Link](https://x.com/smithtjosh/status/1813978678159974683) 2024-07-18T16:46Z [---] followers, [---] engagements "So quick that the episode is not yet on their website But the conversation is available on Apple/Spotify/PocketCasts https://www.latitudemedia.com/podcasts/catalyst https://www.latitudemedia.com/podcasts/catalyst" [X Link](https://x.com/smithtjosh/status/1813978679841788321) 2024-07-18T16:46Z [---] followers, [--] engagements "The new brewery in Logan Prodigy supposedly only got relief from the ridiculous steps required to sell their own beer because of the environmental effects. The story I've heard is that they were originally going they'd have to 1) drive their beer to the state 2) sell it to the state 3) then buy it back and 4) then drive it back to Logan. The office wasn't open to the argument that this was just costly as an operations requirement. But it did respond to the "it is bad for the environment" argument. So now they can just sell the beer to the state on paper without physical delivery. That's a win" [X Link](https://x.com/smithtjosh/status/1817970553707446616) 2024-07-29T17:08Z [---] followers, [--] engagements "Self-reflection Economic imperialism 🤮 The economics profession needs to do a lot of self-reflection. How have so many economically illiterate policies become popular on both the left and the right We need to become better teachers scholars and public communicators. The economics profession needs to do a lot of self-reflection. How have so many economically illiterate policies become popular on both the left and the right We need to become better teachers scholars and public communicators" [X Link](https://x.com/smithtjosh/status/1824839395545071869) 2024-08-17T16:03Z [----] followers, [---] engagements "I'll never understand why a field that's primarily focused on mutually beneficial exchange decided to interact with other disciplines through "imperialism."" [X Link](https://x.com/smithtjosh/status/1824839397294117122) 2024-08-17T16:03Z [----] followers, [--] engagements "Plenty to do in electricity policy Finishing up my data center electricity use series: will data centers usher in a decentralized energy future Link in next post. https://t.co/Ley0Gh4sHz Finishing up my data center electricity use series: will data centers usher in a decentralized energy future Link in next post. https://t.co/Ley0Gh4sHz" [X Link](https://x.com/smithtjosh/status/1829298994981564428) 2024-08-29T23:24Z [----] followers, [---] engagements "@JesseJenkins https://poweringspaceshipearth.substack.com/p/shout-it-from-the-balconiesutm_medium=web&triedRedirect=true https://poweringspaceshipearth.substack.com/p/shout-it-from-the-balconiesutm_medium=web&triedRedirect=true" [X Link](https://x.com/smithtjosh/status/1829500692836626871) 2024-08-30T12:45Z [----] followers, [---] engagements "If you want to sign up for Nevada PUC docket updates You have to put in your docket number via a Google Form" [X Link](https://x.com/smithtjosh/status/1836887095501353180) 2024-09-19T21:56Z [----] followers, [---] engagements "Fitting. I am trying to find updates on the Fervo / Google / NV Energy deal. https://puc.nv.gov/About/Docs/Forms/Service_List_Requests_(Subscribe_or_Unsubscribe)/ https://puc.nv.gov/About/Docs/Forms/Service_List_Requests_(Subscribe_or_Unsubscribe)/" [X Link](https://x.com/smithtjosh/status/1836887098525143215) 2024-09-19T21:56Z [----] followers, [--] engagements "@RebeccaMPatty @thegpatty Triangles B&D in the bottom right are dead weight loss (DWL). They represent trades that would have happened without the tariff. Trade expands the pie. So fewer trades represents losses. That DWL are exactly the kinds of losses that Oren Cass says do not exist" [X Link](https://x.com/smithtjosh/status/1839862691910779145) 2024-09-28T03:00Z [----] followers, [--] engagements "@RebeccaMPatty @thegpatty (MRU is great for this sort of stuff) Tax Revenue and Deadweight Loss Microeconomics Videos https://mru.org/courses/principles-economics-microeconomics/deadweight-loss-definition-yacht-tax https://mru.org/courses/principles-economics-microeconomics/deadweight-loss-definition-yacht-tax" [X Link](https://x.com/smithtjosh/status/1839862906835370351) 2024-09-28T03:01Z [----] followers, [---] engagements "Yes. "Less spending" is crass because economists want to believe we capture much more than financial transactions. But people might also spend more on the taxed good and receive less of it as well. Tariffs produce shortages or at least raise costs of the taxed item so people buy less of it" [X Link](https://x.com/smithtjosh/status/1840061253445923101) 2024-09-28T16:09Z [----] followers, [--] engagements "@jameslancelot @duncan__c Did you see the USA Today piece doing this Lots of bad policies to be undone https://www.usatoday.com/story/news/investigations/2024/02/04/green-energy-nationwide-bans/71841275007/ https://www.usatoday.com/story/news/investigations/2024/02/04/green-energy-nationwide-bans/71841275007/" [X Link](https://x.com/smithtjosh/status/1841925626363851200) 2024-10-03T19:37Z [----] followers, [--] engagements "Lots of promise for Utah's future in Operation Gigawatt" [X Link](https://x.com/smithtjosh/status/1844035254782505323) 2024-10-09T15:20Z [----] followers, [----] engagements "A starting point to boost geothermal and data centers: Rocky Mountain Power should set up a clean energy tariff option like the Fervo+Google deal in Nevada" [X Link](https://x.com/smithtjosh/status/1844035256695103977) 2024-10-09T15:20Z [----] followers, [--] engagements "We're still waiting for Google's proposed tariff approval by the Nevada PUC. It likely won't be until next year. Potentially Q2 of [----]. Google announced the deal in November 2023" [X Link](https://x.com/smithtjosh/status/1844035258062369188) 2024-10-09T15:20Z [----] followers, [--] engagements "Texas has a great permitting environment. Lots of private lands and clear ownership without a lot of levers to push and pull if you don't like it etc. CREZ was a big build out and used negative pricing to signal valuable areas to arbitrage prices around. @knowledgeprob and @MichaelGiberso3 may have good resources to recommend on it. All the c/b analyses I've seen have been positive (sometimes without including environmental benefits)" [X Link](https://x.com/smithtjosh/status/1856058950514553132) 2024-11-11T19:38Z [----] followers, [--] engagements "Notably this doesn't seem fast enough to meet data center needs They need power in the next few months not the next decade" [X Link](https://x.com/smithtjosh/status/1856711831605436922) 2024-11-13T14:52Z [----] followers, [--] engagements "White House nuclear power expansion plans: https://www.whitehouse.gov/wp-content/uploads/2024/11/US-Nuclear-Energy-Deployment-Framework.pdf https://www.whitehouse.gov/wp-content/uploads/2024/11/US-Nuclear-Energy-Deployment-Framework.pdf" [X Link](https://x.com/smithtjosh/status/1856711832964419603) 2024-11-13T14:52Z [----] followers, [--] engagements "@venerable_bede In other environments I'd just chalk it up to differing needs creating different channels to meet those needs. But when utilities say it'll be 3-6 years to interconnection" [X Link](https://x.com/smithtjosh/status/1857448527766438166) 2024-11-15T15:40Z [----] followers, [--] engagements "@MarkusHasiPhone @Afinetheorem Google's sustainability report has their global water use from data centers at the equivalent of [--] golf courses IIRC. I think more heat than light in almost all energy/water use conversations around AI" [X Link](https://x.com/smithtjosh/status/1859066833975836770) 2024-11-20T02:50Z [----] followers, [---] engagements "DIY is big in Texas" [X Link](https://x.com/smithtjosh/status/1869077988190679262) 2024-12-17T17:51Z [---] followers, 13K engagements "@MPrinParr Got an advance copy" [X Link](https://x.com/smithtjosh/status/1869473610160857309) 2024-12-18T20:03Z [---] followers, [--] engagements "Google uses [--] golf courses of water globally for their offices and their data center operations. Most water usage concerns around data centers are missing the big picture. To help preserve the Great Salt Lake Utah needs to require that data centers publish water usage data write Mary-Clare Bosco Jonathan Gilmour and Rebecca Kilberg with the Aspen Policy Academy. https://t.co/2CMyKOM16o To help preserve the Great Salt Lake Utah needs to require that data centers publish water usage data write Mary-Clare Bosco Jonathan Gilmour and Rebecca Kilberg with the Aspen Policy Academy." [X Link](https://x.com/smithtjosh/status/1875004906723213423) 2025-01-03T02:23Z [---] followers, [---] engagements "Utah needs more water yes. I'm not sure data centers are the easiest places to make gains though https://poweringspaceshipearth.substack.com/p/google-uses-43-golf-courses-of-water https://poweringspaceshipearth.substack.com/p/google-uses-43-golf-courses-of-water" [X Link](https://x.com/smithtjosh/status/1875004908933640494) 2025-01-03T02:23Z [---] followers, [--] engagements "Community notes on Twitter are cool. I'm glad they are spreading to Facebook. One complaint I have is that you end up doing a lot of work for no one. Most notes don't get added and reviewing notes isn't free. These are all solid moves by @Meta and the evidence backs it up. During our year of tracking AI-generated election material it was clear that a community notes system worked well at moderating content. As Zuck said it won't be perfect but adapting new systems to more speech is These are all solid moves by @Meta and the evidence backs it up. During our year of tracking AI-generated" [X Link](https://x.com/smithtjosh/status/1876710883285446781) 2025-01-07T19:21Z [---] followers, [---] engagements "Can we read this direction as broadly as possible to encourage permitting reform This is a direction to reduce the cost of new entry. This is a direction to build. Compare the parts about speeding up while not inconveniencing anyone. Compare the parts about speeding up while not inconveniencing anyone" [X Link](https://x.com/smithtjosh/status/1879210924248322547) 2025-01-14T16:56Z [---] followers, [---] engagements "Speeding up is environmental progress's surest path. @atrembath https://heatmap.news/ideas/abundance-additionality-permitting-reform https://heatmap.news/ideas/abundance-additionality-permitting-reform" [X Link](https://x.com/smithtjosh/status/1879210926437749220) 2025-01-14T16:56Z [---] followers, [---] engagements "Logan's always struck me as surprisingly nice I enjoyed https://t.co/iCOJU1BKTu. There are just so many impressive examples. The book claims: "These major works were often the earliest undertaken by the new local authorities. As the pumping station was the only visible part of the system it was the best opportunity for them https://t.co/S0egsv45l4 I enjoyed https://t.co/iCOJU1BKTu. There are just so many impressive examples. The book claims: "These major works were often the earliest undertaken by the new local authorities. As the pumping station was the only visible part of the system it was" [X Link](https://x.com/smithtjosh/status/1880689691835695237) 2025-01-18T18:52Z [---] followers, [---] engagements "@jacob_mays @ts_fisher @duncan__c @PodzillaCortes @tlarson95425 Isn't the issue there that the extra competition from the additional laborer is. good A lot of the costs bandied about are pecuniary externalities. Certainly a worker coming out of retirement is sometimes useful even if they only work [--] hours a week. Or an hour a week" [X Link](https://x.com/smithtjosh/status/1882177223635210637) 2025-01-22T21:23Z [---] followers, [---] engagements "When is the last time you read something where the headline _understated_ the argument and evidence @CharlesCMann's piece is that good" [X Link](https://x.com/smithtjosh/status/1891495589147279415) 2025-02-17T14:31Z [----] followers, 1.1M engagements "Rather than live like royalty we live better than royalty:" [X Link](https://x.com/smithtjosh/status/1891495596420128903) 2025-02-17T14:31Z [----] followers, 71.2K engagements "MFW reading the interconnection discussion in @FERC State of the Market report" [X Link](https://x.com/smithtjosh/status/1903128447389667761) 2025-03-21T16:55Z [----] followers, [---] engagements "Do you have an update on the release @JohnnieMo" [X Link](https://x.com/smithtjosh/status/1904652103286743318) 2025-03-25T21:50Z [----] followers, [--] engagements "@jacob_mays I think it was a connection to the hydro in New York state. @_bradcuddy_ - any more current insights on this https://www.nytimes.com/2021/12/05/nyregion/bitcoin-mining-upstate-new-york.html https://www.nytimes.com/2021/12/05/nyregion/bitcoin-mining-upstate-new-york.html" [X Link](https://x.com/smithtjosh/status/1912942069351391624) 2025-04-17T18:51Z [----] followers, [---] engagements "@OurWorldInData @_HannahRitchie @Chasmusg @jakedewitte Westinghouse @RitaB66 celebrates how the AP1000s are "walkaway safe". Operators have to be coached _not_ to jump in as the design mechanically prevents problems from growing" [X Link](https://x.com/smithtjosh/status/1917259567597248829) 2025-04-29T16:47Z [----] followers, [---] engagements "@OurWorldInData @_HannahRitchie @Chasmusg @jakedewitte @RitaB66 Kenneth Robuck of Energy Solutions is excited to have their MOU with Utah to look at replacing the IPP coal plant in southern Utah. https://governor.utah.gov/press/utah-leaders-sign-memorandum-of-understanding-with-idaho-national-laboratory/ https://governor.utah.gov/press/utah-leaders-sign-memorandum-of-understanding-with-idaho-national-laboratory/" [X Link](https://x.com/smithtjosh/status/1917261558780158018) 2025-04-29T16:55Z [----] followers, [--] engagements "@OurWorldInData @_HannahRitchie @Chasmusg @jakedewitte @RitaB66 @elidourado @Dr_A_Stein @jharrell I recommend @isodope and @MadiHilly as folks flipping that perception. 👀 https://www.newsweek.com/pregnant-woman-poses-nuclear-waste-prove-point-about-radiation-idaho-1809500 https://www.newsweek.com/pregnant-woman-poses-nuclear-waste-prove-point-about-radiation-idaho-1809500" [X Link](https://x.com/smithtjosh/status/1917275068624953440) 2025-04-29T17:49Z [----] followers, [--] engagements "Davis asks the big question for right-of-center nuke bros: What's the role for public support for nuclear Harrell was quick to jump in and say Senator Curtis and others are working to protect some of those incentives. Robinson says they're a big consumer of electricity and so can be first movers on bases and are already doing this (2030 goal). "Putting reactors within miles of our elementary schools and homes" can demonstrate that nuclear is safe Robinson concludes. Reinke says it's a problem for the private sector to face uncertainty. The public incentives help. Need to unlock capital" [X Link](https://x.com/smithtjosh/status/1917278342648324341) 2025-04-29T18:02Z [----] followers, [--] engagements "Chalmers again emphasizes that lots of misinformation drove opposition to the mining work his company does. Says one mistake wasn't engaging soon enough to show their contributions. Need to come in with a more proactive stance and honestly work to fix issues and answer questions" [X Link](https://x.com/smithtjosh/status/1917301724861341872) 2025-04-29T19:35Z [----] followers, [--] engagements "@OurWorldInData @_HannahRitchie @Chasmusg @jakedewitte @RitaB66 @elidourado @Dr_A_Stein @jharrell @isodope @MadiHilly @ScottNolan Governors are up now No disagreeing better so far--just clear agreements (There's maybe a bit of jealousy from Gov Cox that TerraPower is nextdoor in Wyoming.)" [X Link](https://x.com/smithtjosh/status/1917309619678109842) 2025-04-29T20:06Z [----] followers, [--] engagements "This is largely because we're paying a premium we shouldn't be for what are mature industries. The PTC is a prime example. Despite its age the policy persists. Because it enables negative pricing it encourages power generation when it's not needed and discourages investments in complementary tech like storage. It's not even a dirty secret at this point for things like the wind PTC. I was writing about how that was bad policy in [----]. Here we are a decade later having the same fights (Of course the IRA had storage subsidies too.)" [X Link](https://x.com/smithtjosh/status/1919644678334361879) 2025-05-06T06:45Z [----] followers, [---] engagements "The major point is that full expensing flips that script. It removes tax penalties for investing in capital of any kind. Storage dispatchable resources or clean energy upgrades are all eligible. Instead of chasing subsidies businesses respond to price signals. They build what consumers actually need" [X Link](https://x.com/smithtjosh/status/1919644680695800249) 2025-05-06T06:45Z [----] followers, [---] engagements "P1) A prohibition is effectively an infinite tax. P2) NEPA prohibits building. C1) NEPA is an infinite carbon tax. C2) IRA debates are a somewhat boring distraction from what really matters in energy policy" [X Link](https://x.com/smithtjosh/status/1922999935206629387) 2025-05-15T12:58Z [----] followers, [---] engagements "100%. Most maybe all tallies of FF subsidies get this wrong. Accelerated depreciation for solar is a comparable example. Deductions for capital are great policy no matter the industry. Immediate depreciation is simply good tax policy we should extend to all capital investments to promote growth. Unlike PTC/ITC it's neutral. And on solar and immediate (accelerated here) depreciation: https://www.researchgate.net/publication/276268129_Tax_Reform_a_Looming_Threat_to_a_Booming_Solar_Industry https://taxfoundation.org/blog/biden-energy-tax-policies/" [X Link](https://x.com/smithtjosh/status/1931027818822996076) 2025-06-06T16:38Z [----] followers, [---] engagements "(also broadband topics) https://le.utah.gov/committee/committee.jspyear=2025&com=INTPUT https://le.utah.gov/committee/committee.jspyear=2025&com=INTPUT" [X Link](https://x.com/smithtjosh/status/1935331438116880692) 2025-06-18T13:39Z [----] followers, [--] engagements "Dusty Monks of @UtahOED gave an overview of Trump admin's EOs on nuclear. Highlights opportunities for Utah to lead. And the use of federal lands for nuclear is promising. Hill Air Force Base is on the list for nuclear along with many other places. How to leverage the federal government's resources here in Utah" [X Link](https://x.com/smithtjosh/status/1935352297758085209) 2025-06-18T15:01Z [----] followers, [--] engagements "@UtahOED Send Sandall asks about state licensing or other state opportunities to run the nuclear regulatory system. Monks says that there are some opportunities here" [X Link](https://x.com/smithtjosh/status/1935352675492839662) 2025-06-18T15:03Z [----] followers, [--] engagements "@UtahOED Siting is controversial and has to have community support Monks points out. That was the case for Kemmerer in Wyoming I'll reiterate that's not far from me. But I can't wait for more nuclear developments even closer" [X Link](https://x.com/smithtjosh/status/1935356097797439872) 2025-06-18T15:17Z [----] followers, [--] engagements "I haven't heard of arrests. I suppose it could be possible if you don't actually have the money that you bid in the auction. @MichaelGiberso3 and @Shawn_Regan wrote about Terry Tempest Williams winning an auction for a BLM leaze but having it taken away because the rules required that winners develop it. That's why conservation leases can be valuable tools. https://www.perc.org/wp-content/uploads/2017/03/PERC-A-New-Landscape-DOI-Report_Oil-and-Gas.pdf https://www.perc.org/wp-content/uploads/2017/03/PERC-A-New-Landscape-DOI-Report_Oil-and-Gas.pdf" [X Link](https://x.com/smithtjosh/status/1935516227595903089) 2025-06-19T01:53Z [----] followers, [--] engagements "The paper includes just [--] references. Of those [--] two are media pieces interviewing Jigar Shah. This includes places where you'd think that there'd be a theory paper firming the foundation of the LPO. Instead it's as if the criteria for success with loan guarantees is just spending the money. Asking the people running the office or public program if it's an important public effort is an insufficient justification for that office or program" [X Link](https://x.com/smithtjosh/status/1935695570959822990) 2025-06-19T13:46Z [----] followers, [---] engagements "Something we cut from the piece was a reference to the Three Mile Island restart. Microsoft and Constellation didn't need public funding or LPO's help to announce the restart. But they did go to LPO afterwards. That's actually evidence of exactly what the GAO is saying. It's not achieving additonality if you give people funds for already announced restarts. And I'm not sure how restarts qualify as innovative new ideas that you can't find funding for elsewhere Why the need to have a backstop on someone else's tab" [X Link](https://x.com/smithtjosh/status/1935695742754242731) 2025-06-19T13:46Z [----] followers, [---] engagements "And a final point about TMI's restart. It again reflects the regulatory dysfunction in electricity policy. Gov. Shapiro sent a letter to PJM asking them to fast track the project through the interconnection queue Constellation and Microsoft had to ask the governor for help At root IRA reform reconciliation and what public funds get awarded to which company is all a distraction from the reality that we've made it too hard to build. Fixing that is a positive vision that should be the guiding light" [X Link](https://x.com/smithtjosh/status/1935695875260690460) 2025-06-19T13:47Z [----] followers, [---] engagements "@GreenPlusAnE The kids are doing ok Not that I disagree that it would be better to have done YIMBY [--] years ago. Even yesterday would have put us on an even better path. @jmhorp has two great new analyses of this on housing and generational wealth https://economistwritingeveryday.com/2025/06/11/the-growth-in-wealth-is-not-primarily-driven-by-rising-home-prices/ https://economistwritingeveryday.com/2025/06/11/the-growth-in-wealth-is-not-primarily-driven-by-rising-home-prices/" [X Link](https://x.com/smithtjosh/status/1935743367075565677) 2025-06-19T16:55Z [----] followers, [--] engagements "@GreenPlusAnE @jmhorp Where the big footnote on "ok" is something like: After accounting for the fact we're radically poorer than we could be with better policy. 😂" [X Link](https://x.com/smithtjosh/status/1935743798392635888) 2025-06-19T16:57Z [----] followers, [--] engagements "The realest: Two key steps the Department should consider in electric power: (1) for service that can be competitively provided eliminate all state and federal laws regulations practices that restrict entry or price; and (2) for service that cannot be competitively provided quarantine it off fully separate the regulated utility from any and all competitive business. https://t.co/kZtOwgOSKN getting some feedback on this from having posted it elsewhere #energy #FERC #competition #Texas https://t.co/kZtOwgOSKN getting some feedback on this from having posted it elsewhere #energy #FERC" [X Link](https://x.com/smithtjosh/status/1935850015672746280) 2025-06-19T23:59Z [----] followers, [---] engagements "It's popular to say that students are getting dumber. What's the best empirical evidence of this HS graduation rates have gone up and seem to reflect real improvements in human capital" [X Link](https://x.com/smithtjosh/status/1936948555798986930) 2025-06-23T00:44Z [----] followers, [---] engagements "It's great for Constellation Microsoft and consumers that we fast tracked this one. But we need to do a lot more. Constellation Energy plans to restart the Three Mile Island nuclear reactor originally set for [----] now expedited. CEO Joe Dominguez noted physical work ends by [----] with PJM Interconnection fast-tracking the grid hookup. Gov. Shapiro's influence aided this acceleration. https://t.co/5mLX1DUMSJ Constellation Energy plans to restart the Three Mile Island nuclear reactor originally set for [----] now expedited. CEO Joe Dominguez noted physical work ends by [----] with PJM" [X Link](https://x.com/smithtjosh/status/1940465393392668848) 2025-07-02T17:39Z [----] followers, [---] engagements "FWIW what we really need are multiple companies experimenting and offering actual products Policy will be easy to spread from here in Utah once we have more products to take around and showcase. When the Costco battery+solar setup is on the shelf in Utah but not in Arizona or Montana that'll be an easy policy fix that spreads like wildfire" [X Link](https://x.com/smithtjosh/status/1941556445805256735) 2025-07-05T17:55Z [----] followers, [--] engagements "I'd instead recommend this 15-minute conversation between @mrjamesob and Gregory about his book. https://www.youtube.com/watchv=GfpCDsAOxoY https://www.youtube.com/watchv=GfpCDsAOxoY" [X Link](https://x.com/smithtjosh/status/1943105596410007883) 2025-07-10T00:30Z [----] followers, [---] engagements "I got a review copy for free (disclosure fwiw). You can preorder here and get yours on August [--]. https://www.simonandschuster.com/books/Going-Nuclear/Tim-Gregory/9781639369393 https://www.simonandschuster.com/books/Going-Nuclear/Tim-Gregory/9781639369393" [X Link](https://x.com/smithtjosh/status/1943105597504671988) 2025-07-10T00:30Z [----] followers, [--] engagements "Because it's been a long week you should allow yourself as a treat to read the absolute 🔥🔥 the Utah PSC is spitting out which begins thusly: https://t.co/skCRB2OpVE Because it's been a long week you should allow yourself as a treat to read the absolute 🔥🔥 the Utah PSC is spitting out which begins thusly: https://t.co/skCRB2OpVE" [X Link](https://x.com/smithtjosh/status/1943718446669394114) 2025-07-11T17:06Z [----] followers, [---] engagements "Excellent. 10/10 recommended https://pca.st/episode/9786b70c-3e4c-4989-93d3-bf53498eb5dd https://pca.st/episode/9786b70c-3e4c-4989-93d3-bf53498eb5dd" [X Link](https://x.com/smithtjosh/status/1944794780464210352) 2025-07-14T16:23Z [----] followers, [--] engagements "@HopfJames "The main source of (unnecessary) high costs is safety requirements i.e. preventing nuclear acccidents at any cost (zero risk tolerance). That is excessive regulations and uniquely burdensome QA requirements." Aren't the justifications for this derived from LNT + ALARA" [X Link](https://x.com/smithtjosh/status/1944808378569777648) 2025-07-14T17:17Z [----] followers, [---] engagements "I'm still sympathetic to the idea that writing is thinking in plenty of ways. But using the bumper sticker idea to justify banning AI from writing-heavy courses is just facially absurd. As with any tool you must learn to use it. Once typing lessons. Now AI lessons. And typing and handwriting ofc" [X Link](https://x.com/smithtjosh/status/1947478891750428803) 2025-07-22T02:08Z [----] followers, [--] engagements "Remember the doomers on AI and writing also include the folks telling you the academy has failed. Likely true but not because of AI. The timelines don't match. AI came long after worries about the kids and the role of the university This is the central problem with higher education in the age of AI. We can't require students to do take-home writing assignments (e.g. term papers) any more because most will cheat and have ChatGPT or Claude or Grok do the writing. But we can't teach critical thinking This is the central problem with higher education in the age of AI. We can't require students to" [X Link](https://x.com/smithtjosh/status/1947478901653225599) 2025-07-22T02:08Z [----] followers, [---] engagements "States have long played a vital role in nuclear policy. Unfortunately mostly for ill. After a decades-long hiatus Missouri's leaders are studying the option of new nuclear. They recently convened a Missouri Nuclear Summit. Article link in reply. Gov. Mike Kehoe said: "It's a priority of mine to make sure Missouri has ample power for the future and we know https://t.co/L5axVKt5ZV After a decades-long hiatus Missouri's leaders are studying the option of new nuclear. They recently convened a Missouri Nuclear Summit. Article link in reply. Gov. Mike Kehoe said: "It's a priority of mine to make" [X Link](https://x.com/smithtjosh/status/1947494300822213081) 2025-07-22T03:09Z [----] followers, [---] engagements "Senator Reid's long-standing angst against Yucca Mountain still has ripple effects on waste policy. In fact it's probably more accurate to say that it set the course the river would follow" [X Link](https://x.com/smithtjosh/status/1947494314768027753) 2025-07-22T03:10Z [----] followers, [--] engagements "It will be interesting to see the comparisons of competitive and regulated areas in the PJM capacity auction. In the last auction the competitive markets still procured at a lower cost than monopolies did. Markets are twice as efficient (peep the y-axis on each graph) PJM AUCTION RESULTS: If you have to ask you cannot afford it. Cleared at the cap procured everything under the cap but don't panic https://t.co/J8gq0y7Zsw https://t.co/lWNndQ3WEV PJM AUCTION RESULTS: If you have to ask you cannot afford it. Cleared at the cap procured everything under the cap but don't panic" [X Link](https://x.com/smithtjosh/status/1947823521620529372) 2025-07-23T00:58Z [----] followers, [----] engagements "Flexibility featured in today's AI Action Plan: The United States must prevent the premature decommissioning of critical power generation resources and explore innovative ways to harness existing capacity such as leveraging extant backup power sources to bolster grid reliability during peak demand. . Furthermore the United States should investigate new and novel ways for large power consumers to manage their power consumption during critical grid periods to enhance reliability and unlock additional power on the system. Did @GideonOPowell write this 😂" [X Link](https://x.com/smithtjosh/status/1948032084423094746) 2025-07-23T14:46Z [----] followers, [----] engagements "Ways to reform power market incentives to support grid stability: - Remove price caps in energy markets - Remove price caps in capacity markets - Reduce barriers to entry - Specifically ensure reduced barriers to storage given its advantages in providing frequency regulation - Remove subsidies (one can dream) I think those are roughly in order of importance" [X Link](https://x.com/smithtjosh/status/1948032092102873354) 2025-07-23T14:46Z [----] followers, [--] engagements "I'd also shout out Utah's recent investigations of flexibility and the first steps towards retail choice as good examples of what state policymakers can do to enable AI in the US. For example see SB132: - Ability to provide your own supply - Flexibility study to enable grid-power use and self-supply - Off-grid / closed / private energy parks https://le.utah.gov/2025/bills/static/SB0132.html https://le.utah.gov/2025/bills/static/SB0132.html" [X Link](https://x.com/smithtjosh/status/1948032094493639069) 2025-07-23T14:46Z [----] followers, [--] engagements "@ForestMaven The sue and settle strategy yes A friend did her thesis on these kinds of agreements but I really don't know much about them in practice. I've gotten the sense that there isn't a lot of empirical work on them" [X Link](https://x.com/smithtjosh/status/1948436520211292574) 2025-07-24T17:34Z [----] followers, [--] engagements "Google has a short blog about their early successes with flexible load management. And I think they pitch it in the right ways: (1) about doing more and doing it fast (2) protecting other consumers as they move fast and (3) a bridge not a replacement for doing more" [X Link](https://x.com/smithtjosh/status/1952398888142516556) 2025-08-04T15:59Z [----] followers, [---] engagements "Think about this when folks look around to establish what land makes sense for data center development they often exclude federal lands. The Off-grid AI data centers report shows a tiny amount of federal lands are considered. That's because of permitting challenges Texas is a big place but unlike Utah it's also largely privately owned. https://www.offgridai.us/ https://www.offgridai.us/" [X Link](https://x.com/smithtjosh/status/1952709448243491087) 2025-08-05T12:33Z [----] followers, [--] engagements "If you have environmental concerns AI is not the right place to concentrate. As always thanks to @AndyMasley for his extensive comparisons If you want to prompt ChatGPT [--] times you can just stop your shower [--] second early. https://andymasley.substack.com/p/individual-ai-use-is-not-bad-for https://andymasley.substack.com/p/individual-ai-use-is-not-bad-for" [X Link](https://x.com/smithtjosh/status/1952709450772398337) 2025-08-05T12:33Z [----] followers, [--] engagements "Great question Chip. I sense we're kindred spirits who spend more thinking about how much wood could a woodchuck chuck if a woodchuck could chuck wood. More seriously there are definitely applications of AI to interconnection (plugging more power in faster) permitting reform (do the paperwork faster) and efficiencies in the energy system. Something I whiffed on during the interview was reminding people that we now do 6x the computing with only about 1.25x the electricity. It was in my list of must-says and I failed But the good news about big users is that it means big incentives to conserve" [X Link](https://x.com/smithtjosh/status/1952751851453215017) 2025-08-05T15:21Z [----] followers, [--] engagements "Context is scarce. Your hamburger uses more water than your chatgpt searches. And data center developers overwhelmingly have clean goals to improve water access They spend real money on these efforts and have entire teams producing sustainability reports. I wrote a piece with @turnerloesel at the @JmsMadisonInst about these factors in data center development here: https://jamesmadison.org/wp-content/uploads/PolicyBrief_DataCenters-July2025-v03-web.pdf#page=6 https://jamesmadison.org/wp-content/uploads/PolicyBrief_DataCenters-July2025-v03-web.pdf#page=6" [X Link](https://x.com/smithtjosh/status/1952753419548275190) 2025-08-05T15:27Z [----] followers, [---] engagements "@tylerhnorris @GoldmanSachs cc @GideonOPowell" [X Link](https://x.com/smithtjosh/status/1955354704873132040) 2025-08-12T19:44Z [----] followers, [---] engagements "What's the big missing piece that you see here I don't think it's terrible shorthand as a response. Tons of spending has been distribution right I think you're right that if we just say "pricier wires cheaper electrons" then it had an anti-wires flare that misses how we can pipe in cheaper power (that's assuming that I've got your meaning correct). https://www.eia.gov/todayinenergy/detail.phpid=63724 https://www.eia.gov/todayinenergy/detail.phpid=63724" [X Link](https://x.com/smithtjosh/status/1957883807606210825) 2025-08-19T19:14Z [----] followers, [---] engagements "Gas is here to stay for a long time but you could give a nod to the nuclear optimism of late alongside the solar+battery potential. You should be able to pull the EIA data easily to demonstrate how much gas has killed coal and greened the electricity supply: https://open.substack.com/pub/poweringspaceshipearth/p/natural-gas-as-a-neglected-middler=1gwbr&utm_medium=ios https://open.substack.com/pub/poweringspaceshipearth/p/natural-gas-as-a-neglected-middler=1gwbr&utm_medium=ios" [X Link](https://x.com/smithtjosh/status/1958332925113770123) 2025-08-21T00:58Z [----] followers, [--] engagements "Joel Link of Tenaska complains about the interconnection queue. Used to be [--] years. Today it can be 7-10" [X Link](https://x.com/smithtjosh/status/1968350349682725062) 2025-09-17T16:24Z [----] followers, [---] engagements "If I heard that number correctly. But it's about what I heard in discussions of Logan City's troubles finding resources to replace a retiring coal asset that they have" [X Link](https://x.com/smithtjosh/status/1968350353231094240) 2025-09-17T16:24Z [----] followers, [--] engagements "@JessePeltan Had a similar thought about New England NY should never have shut down Indian Point. https://freopp.org/whitepapers/autopsy-of-a-perfect-policy-failure-the-closure-of-indian-point/ https://freopp.org/whitepapers/autopsy-of-a-perfect-policy-failure-the-closure-of-indian-point/" [X Link](https://x.com/smithtjosh/status/1969099609411641369) 2025-09-19T18:01Z [----] followers, [--] engagements "👀 "You had three coal plants that were moved from merchant operationswhere they were losing money and those losses were being borne by the shareholdersinto the regulated rate base in West Virginia. The Public Service Commission approved each of those three deals. That was a big driver of the large rate increases that we suffered during [----] and [----]. When were taking those plants that are obviously losing money from the shareholders the outcome isnt going to be any better. Its going to be better for the shareholders if you get rid of those plants and put them on the ratepayers. Now the" [X Link](https://x.com/smithtjosh/status/1973064896129716365) 2025-09-30T16:38Z [----] followers, [--] engagements "The EIA wrote a love letter to Texas (all [----] data): - Texas used twice as much energy than the next highest consumer California. - Texass industrial sector alone consumed more energy than all the sectors in California combined - US total energy use peaked in [----] and between [----] and [----] Texass energy consumption increased 21% while U.S. energy use decreased 5% - The next two highest states California and Florida have declining or stagnant energy use across all sectors. - energy consumption in Texas was higher than in any other state for every sector - Texas also consumed more coal natural" [X Link](https://x.com/smithtjosh/status/1973708964509766082) 2025-10-02T11:17Z [----] followers, [---] engagements "If you want the sleeper story here it's the pairing of both (1) population growth and (2) industrial growth. Why Folks sometimes complain that the Texas electricity market is unstable. But if you're bearish then you need to explain (1) what you know that major companies moving businesses to Texas are missing and (2) what all those people moving to Texas are missing. The industrial growth expected in Texas is a particularly strong vote of confidence in ERCOT" [X Link](https://x.com/smithtjosh/status/1973708967076585796) 2025-10-02T11:17Z [----] followers, [--] engagements "Fight Club getting done dirty here cc: @williamirwin38" [X Link](https://x.com/smithtjosh/status/1973735772848283975) 2025-10-02T13:04Z [----] followers, [---] engagements ""I have to admit that Tylers anarchism and neo- primitive vision appeals to me but only because while watching the movie Iidentify with the bermenschian musclemen. In reality Iwouldnt succeed in stalking elk. More importantly this is an adolescent unthinking response. It lashes out at the man instead of taking individual responsibility." https://www.libertarianism.org/columns/free-market-fight-club https://www.libertarianism.org/columns/free-market-fight-club" [X Link](https://x.com/smithtjosh/status/1973735776203448650) 2025-10-02T13:04Z [----] followers, [--] engagements "Isn't this self-correcting by creating profit opportunities for paying attention to these smaller firms We've had index funds for quite awhile. I don't see where this plays out in practice into a serious problem And the public outcry I see about stock performance etc seems to suggest we haven't lost much sense of ownership. That's my money being set on fire 😂" [X Link](https://x.com/smithtjosh/status/1974655033225711818) 2025-10-05T01:57Z [----] followers, [--] engagements "October [----] Utah State University announced the arrival of a $2 million IBM computing system one of only [--] awarded nationwide. That's about $6 million today. Today is way better than the past" [X Link](https://x.com/smithtjosh/status/1977096653204341128) 2025-10-11T19:39Z [----] followers, [---] engagements "I'm being the guy who comments before reading but. What a victory for markets over mandates here in LBNL's retail electricity pricing study. And optimism for load growth lowering prices" [X Link](https://x.com/smithtjosh/status/1978318095040368693) 2025-10-15T04:32Z [----] followers, [---] engagements "For ERCOT folks I would love to see ERS become a new ancillary program that fixes problems like this. And maybe there are reasons for new ones. Clayton Greer has convinced me that ERS is otherwise a near-total failure. So basically no new money is needed. Just reallocate it into a pot to deal with new disruptions caused by new large loads or adapt ERS to fix these kinds of problems. PS - if you're a researcher interested in energy markets and want to look at ERS in more detail I would love to chat and do something with someone with more technical econometric skills" [X Link](https://x.com/smithtjosh/status/1902406639594172668) 2025-03-19T17:07Z [----] followers, [---] engagements "ERCOT also moved the crypto folks (really just Bitcoin) into the CLR or Controllable Load Resource bin. That seems like a reasonable place for plenty of large loads to sit so that they don't disappear and cause the cascading risks Reuters points out. But you can imagine the initial reaction of the typical Bitcoiner when told they should (1) register and (2) the registration is for a program including the word "Controllable" in the title : ) The @TexasBlockchain supported the measure though And I think it's gone well from what I've heard. https://twitter.com/i/web/status/1902406641485803579" [X Link](https://x.com/smithtjosh/status/1902406641485803579) 2025-03-19T17:07Z [----] followers, [---] engagements "@MichaelGiberso3 @Mario_A_Loyola @WSJopinion According to the EIA Texas is 11th cheapest. Florida is 35th cheapest. Unless I'm misreading it Average retail price FL: [-----] Average retail price TX: [-----] https://www.eia.gov/electricity/state/texas/ https://www.eia.gov/electricity/state/florida/ https://www.eia.gov/electricity/state/texas/ https://www.eia.gov/electricity/state/florida/" [X Link](https://x.com/smithtjosh/status/1915833466501140830) 2025-04-25T18:21Z [----] followers, [--] engagements "Ask the anti-AI folks what they had for lunch (or if they have a Netflix account)" [X Link](https://x.com/smithtjosh/status/1983190297627771139) 2025-10-28T15:13Z [----] followers, [----] engagements ""I genuinely think photography should be illegal. The most obviously societally corroding invention maybe ever created. Just an instant tool of widespread distrust and mass psychosis." I genuinely think AI video should be illegal. The most obviously societally corroding invention maybe ever created. Just an instant tool of widespread distrust and mass psychosis. I genuinely think AI video should be illegal. The most obviously societally corroding invention maybe ever created. Just an instant tool of widespread distrust and mass psychosis" [X Link](https://x.com/smithtjosh/status/1985211882912014424) 2025-11-03T05:06Z [----] followers, [----] engagements ""Training costs vary relative to inference costs. Training consumes 40% of all energy AI models in America use. Adding this 40% figure to the total cost of a prompt each prompt costs [---] Wh rather than [---] Wh." I'm not taking a position on the debate but this gets something basic wrong. The training of AI is the crazy resource intensive part not answering queries. I'm not taking a position on the debate but this gets something basic wrong. The training of AI is the crazy resource intensive part not answering queries" [X Link](https://x.com/smithtjosh/status/1985534153237139555) 2025-11-04T02:26Z [----] followers, [---] engagements "There are [--] test reactors in a DOE program. Several will be tested by July [--] [----]. Is your state ready to take advantage of this nuclear moment" [X Link](https://x.com/smithtjosh/status/1988008357668810909) 2025-11-10T22:18Z [----] followers, [---] engagements "Some live ideas from both policy and industry: CRE SB132 in Utah (cousin bills in NH WV and OH) HB3970 in Texas Enchanted Rock's Bridge-to-Grid and going off grid https://www.offgridai.us/ https://www.offgridai.us/" [X Link](https://x.com/smithtjosh/status/1988834574416150955) 2025-11-13T05:01Z [----] followers, [---] engagements "cc: @GideonOPowell / @ts_fisher It'd be interesting to actually see the Morgan Stanley note and commentary not just this reporting and commentary. https://finance.yahoo.com/news/morgan-stanley-sees-20-shortage-135922617.htmlguccounter=1 https://finance.yahoo.com/news/morgan-stanley-sees-20-shortage-135922617.htmlguccounter=1" [X Link](https://x.com/smithtjosh/status/1988834576265830561) 2025-11-13T05:01Z [----] followers, [---] engagements "Perfect. No notes" [X Link](https://x.com/smithtjosh/status/1993077345197117650) 2025-11-24T22:00Z [----] followers, [--] engagements "Keep your marriage together. Read the oped here: https://www.duluthnewstribune.com/opinion/columns/pro-con-embrace-data-centers-new-economic-foundations https://www.duluthnewstribune.com/opinion/columns/pro-con-embrace-data-centers-new-economic-foundations" [X Link](https://x.com/smithtjosh/status/1993077346736521562) 2025-11-24T22:00Z [----] followers, [--] engagements "In this editorial the Tribune asks if @SpencerJCox knows that Trump has "undermined" renewable energy. They cite to a CNN article in which Gov. Cox is cited as criticizing exactly those actions As we watch with equal measures of hope and suspicion Coxs love affair with nuclear power bloom heres what Utah needs to see and hear writes The Salt Lake Tribune editorial board. https://t.co/Gz0TZoe81n As we watch with equal measures of hope and suspicion Coxs love affair with nuclear power bloom heres what Utah needs to see and hear writes The Salt Lake Tribune editorial board." [X Link](https://x.com/smithtjosh/status/1995737199078187225) 2025-12-02T06:10Z [----] followers, [----] engagements "This editorial is absolutely trash. If you can get past that leading and embarrassing problem of misrepresenting Gov. Cox's responses on the solar farm then it'd still be hard to fit all the problems with it into a response piece. A sampling of the problems: - Negative polarization on nuclear because an R is in office - Confusing energy with weapons - Can't read the room - Ignorant of the dominant strain of environmentalism's opposition towards nuclear and so re-entrenches exactly those histories - Milquetoast and reluctant acknowledgement of nuclear's climate benefits - "What about the" [X Link](https://x.com/smithtjosh/status/1995737201477390651) 2025-12-02T06:10Z [----] followers, [--] engagements "Here's the correction draft for you @sltrib: "In our November [--] editorial we incorrectly said that Governor Cox is unaware of renewable energy project cancellations by the Trump administration. We regret the error and would point readers to the CNN article we linked in the editorial. It includes a quotation from Governor Cox criticizing said renewable energy cancellations. We hope to do better at reading the reporting we rely on in the future."" [X Link](https://x.com/smithtjosh/status/1995737203243094383) 2025-12-02T06:10Z [----] followers, [--] engagements "In large load tariff conversations there are too few mentions of: - Competition - Choice - Restructuring / divestiture In large part the worries about cost-shifting around new load and generation are the inevitable fault of poor legislative design. @ShanuMathew93 How many of them have proposed that new large loads be allowed to shop for electricity supply @ShanuMathew93 How many of them have proposed that new large loads be allowed to shop for electricity supply" [X Link](https://x.com/smithtjosh/status/1995765484944273815) 2025-12-02T08:02Z [----] followers, [----] engagements "Well it's ok to get excited We should celebrate the innovation and opportunity here. There are [--] being tested in [---] days in Atomic City Idaho. July [--] [----]. This used to be what DOE did. To put it in more poetic terms it is the nuclear development that America used to do Agreed however it's good not to put all of your eggs in one basket. A networked system with diverse resources is worthwhile" [X Link](https://x.com/smithtjosh/status/1996326932989034519) 2025-12-03T21:13Z [----] followers, [---] engagements "I will eventually get around to writing a long list of nice things about Tim Gregory's Going Nuclear book. Until then here are a few selections:" [X Link](https://x.com/smithtjosh/status/1998488883315748989) 2025-12-09T20:24Z [----] followers, [--] engagements "It's a fun read a good Christmas gift for wonks and teens that want to save the world" [X Link](https://x.com/smithtjosh/status/1998488885303910511) 2025-12-09T20:24Z [----] followers, [--] engagements "With their record this means data centers will lower emissions. Regulation of AI data centers is common sense from both climate and economic perspectives We're proud to speak out for a moratorium on new data centers. https://t.co/BPhF85fnk9 Regulation of AI data centers is common sense from both climate and economic perspectives We're proud to speak out for a moratorium on new data centers. https://t.co/BPhF85fnk9" [X Link](https://x.com/smithtjosh/status/1998796085863788687) 2025-12-10T16:44Z [----] followers, [---] engagements "If you combine prudent budgeting and management then you can see huge benefits from data centers. The recent LBNL report's analysis showed load growth was likely driving down rates but the public conversation mixes this up all the time. https://www.governing.com/infrastructure/why-we-should-learn-to-love-data-centers https://www.governing.com/infrastructure/why-we-should-learn-to-love-data-centers" [X Link](https://x.com/smithtjosh/status/2000998528324395155) 2025-12-16T18:36Z [----] followers, [---] engagements "FWIW the barriers to supply should be central in state responses to data centers. Make sure that new suppliers can come to market It's also something that the LBNL authors pointed out about PJM and data centers" [X Link](https://x.com/smithtjosh/status/2000998531566592271) 2025-12-16T18:36Z [----] followers, [--] engagements "Finally if you want to protect consumers then you really should also be taking pieces of advice like this from Travis to insulate them from the inherent uncertainty in load growth: https://x.com/TKavulla/status/2000741277801849089 The simple solution of the supply of power to data centers Regulated utilities should not even be in that business: https://t.co/o1KXMxP7DS https://x.com/TKavulla/status/2000741277801849089 The simple solution of the supply of power to data centers Regulated utilities should not even be in that business: https://t.co/o1KXMxP7DS" [X Link](https://x.com/smithtjosh/status/2000998532963324201) 2025-12-16T18:36Z [----] followers, [--] engagements "@QuetzalThoughts Your fears were misplaced. Worse they are the kind of high-status signaling that is boring" [X Link](https://x.com/smithtjosh/status/2001369113118282204) 2025-12-17T19:09Z [----] followers, [--] engagements "@fredstaffordcs Plenty of folks dislike utilities cost of service regulation and think capacity markets are bad policy. You got plenty of this from R Street. Then the folks at @DER_Task_Force have done a bunch on wanting full strength prices" [X Link](https://x.com/smithtjosh/status/2002845514791092468) 2025-12-21T20:55Z [----] followers, [--] engagements "@fredstaffordcs @DER_Task_Force Consider as well that monopolies have been paying high prices for capacity for a long time (but I haven't pulled numbers to check if this holds for the most recent auction). https://www.rstreet.org/commentary/pjm-capacity-auction-reveals-market-advantages-and-room-for-improvement/ https://www.rstreet.org/commentary/pjm-capacity-auction-reveals-market-advantages-and-room-for-improvement/" [X Link](https://x.com/smithtjosh/status/2002846101750296990) 2025-12-21T20:58Z [----] followers, [--] engagements "Are you finding much of interest Kahn has me well-convinced here. But it's also clearly popular among corners of the policy conversation. It smells at times like the kind of topic that is too heterodox to be respected by the consensus folks. I think of it as a folk economics fascination. I've rarely met a practitioner who doesn't appreciate the design. FT recently ran a really bad oped by a solar guy about why paying the clearing price is bad (in his UK-inspired story because it means that gas sets a higher price that they all make). Yet in the US I've mainly seen fossil interests want to" [X Link](https://x.com/smithtjosh/status/2002955655586701476) 2025-12-22T04:13Z [----] followers, [---] engagements "I did not expect the overlap. Incredible pairing" [X Link](https://x.com/smithtjosh/status/2007302164125991386) 2026-01-03T04:05Z [----] followers, [---] engagements "I'm legitimately surprised that I can't find any mentions of Jacobs in Mokyr's work. Some choice bits of Jacobs: "In short economic development no matter when or where it occurs is profoundly subversive of the status quo."" [X Link](https://x.com/smithtjosh/status/2007302168592953366) 2026-01-03T04:05Z [----] followers, [--] engagements ""Routine occupational doses will always be greater than or equal to those received by the surrounding public. Yet according to Idaho National Laboratory even most of the closely monitored US nuclear workers receive no measurable annual dose and those who do receive a dose average equal to only [--] percent of the occupational limit. By the simple physical reality that the public stands at a greater distance beyond the physical barriers of nuclear facilities and is exposed to radioactive materials that first undergo environmental dilution its members cannot receive more radiation than the nuclear" [X Link](https://x.com/smithtjosh/status/2008238531798593836) 2026-01-05T18:05Z [----] followers, [--] engagements "See Adam's breakdown here: https://x.com/Dr_A_Stein/status/2007166037968695616 In nuclear safety we spend too much time chasing statistical ghostsdeploying studies that cannot resolve risk instead of governing the risks that actually matter. Today @BulletinAtomic published my article with @PeterJamesSeel on this exact problem. https://t.co/NRdY4Vu18P https://x.com/Dr_A_Stein/status/2007166037968695616 In nuclear safety we spend too much time chasing statistical ghostsdeploying studies that cannot resolve risk instead of governing the risks that actually matter. Today @BulletinAtomic published" [X Link](https://x.com/smithtjosh/status/2008238653089468853) 2026-01-05T18:06Z [----] followers, [--] engagements ".@AlexEpstein says demand from AI and datacenters will likely lower the cost of energy: "New demand does not inherently increase electric prices. In fact usually it decreases electricity prices because you have relatively the same amount of capital spending spread out over more https://t.co/azef0Mqr68 .@AlexEpstein says demand from AI and datacenters will likely lower the cost of energy: "New demand does not inherently increase electric prices. In fact usually it decreases electricity prices because you have relatively the same amount of capital spending spread out over more" [X Link](https://x.com/smithtjosh/status/2008713812103622900) 2026-01-07T01:34Z [----] followers, [----] engagements "Last year's Utility Dive is today's TBPN https://www.utilitydive.com/news/ai-data-centers-colocation-grid-reliability-interconnection-texas/745176/ https://www.utilitydive.com/news/ai-data-centers-colocation-grid-reliability-interconnection-texas/745176/" [X Link](https://x.com/smithtjosh/status/2008713814196580717) 2026-01-07T01:34Z [----] followers, [---] engagements "If you are worried about the impact of data centers on grandma's electricity bill then you should be working on: - retail choice so large loads don't socialize costs through monopoly utilities and are allowed to bring their own power - permitting reform to make building more supply or transmission cheaper and faster - encouraging experiments with flexibility and novel interconnection structures - nuclear reforms to get us back to the American tradition of building nuclear swiftly safely and cheaply - capacity market reforms to better inform entrepreneurs about where new supply is most" [X Link](https://x.com/smithtjosh/status/2010098000136417657) 2026-01-10T21:14Z [----] followers, [---] engagements "Buyers and sellers should be free to buy and sell. Electricity policy has all sorts of complications. But this particular issue comes down to that simple idea. RTOs should be robust and antifragile markets that affordably and reliably meet demand. They should not be about gathering permission slips. Saying we have to make electricity markets even less like other markets is shortsighted and counterproductive. It will hurt consumers We will not be better able to build new generation nor make electricity affordable if we require these kinds of additonality elements before building new load." [X Link](https://x.com/smithtjosh/status/2010098007375786356) 2026-01-10T21:14Z [----] followers, [--] engagements "Agreed for the most part. I wouldn't fully agree that monopoly utilities should absolutely not be involved in the data center market. But I am sympathetic to the idea because it is an easy and effective way to protect customers. Our history of load growth predictions leading to overinvestment by utilities + customers picking up the bill should make every PUC more than cautious. It should make every PUC push their state legislature for retail choice options I do think my affection for the market is not fully shared by Xiao but he can speak for himself Haha" [X Link](https://x.com/smithtjosh/status/2010128795152629776) 2026-01-10T23:17Z [----] followers, [--] engagements "An interesting component of this is going to be the grid upgrade costs. RRI the initiative speedrunning gas and the TMI restart costs $3B in grid system upgrades. Also those upgrades take several years. So if we give priority interconnection for a bunch of new generation is likely to cost as much or more. Yes Unfortunately the article is paywalled but the details of this are going to be fascinating including what authority is being used to force loads and prospective generators to participate. I foresee big expensive risk premiums . . . Unfortunately the article is paywalled but the details" [X Link](https://x.com/smithtjosh/status/2012003722751328708) 2026-01-16T03:27Z [----] followers, [---] engagements "It's worth rereading this in light of the White House and bipartisan Govs announcement today. Anyways I remain unconvinced that having some bureaucrats sit in a room and try to decide the right "number" for an industry that may be either a heads or tails proposition in the study period is the right way to do things. Anyways I remain unconvinced that having some bureaucrats sit in a room and try to decide the right "number" for an industry that may be either a heads or tails proposition in the study period is the right way to do things" [X Link](https://x.com/smithtjosh/status/2012211385837539750) 2026-01-16T17:12Z [----] followers, [---] engagements "What about the energy folks Hmmm. https://x.com/ShanuMathew93/status/2012062395078779325 CreditSights analysis: utilities have [---] GW of firm data center connections committed (not counting pipeline) vs [--] GW net demand growth forecast by [----]. Roughly 2x projected need. Gas futures curve is also downward sloping. Energy sector doesn't appear to be betting on a https://t.co/1XuNJbW8O8 https://x.com/ShanuMathew93/status/2012062395078779325 CreditSights analysis: utilities have [---] GW of firm data center connections committed (not counting pipeline) vs [--] GW net demand growth forecast by 2030." [X Link](https://x.com/smithtjosh/status/2012245119735590938) 2026-01-16T19:26Z [----] followers, [---] engagements "Yeah. Kleit and Aagaard are only looking at pre-load growth era. Historically PJM did worse at predicting actual needs than NYISO. Certainly not a guarantee of future performance. But on that front none of the capacity markets did a good job And there's still a lot of uncertainty in the other energy markets about where it's real. https://twitter.com/i/web/status/2012593083926688051 https://twitter.com/i/web/status/2012593083926688051" [X Link](https://x.com/smithtjosh/status/2012593083926688051) 2026-01-17T18:29Z [----] followers, [--] engagements "Arizona has nine SMR and nuclear bills up for consideration State policy rocks. You can do in [--] weeks what takes [--] years at the federal level" [X Link](https://x.com/smithtjosh/status/2012980037520367950) 2026-01-18T20:06Z [----] followers, [----] engagements "Lots of good ideas to remove vetocracy: - Exempt SMRs from environmental review if they're co-located with industrial users - Preempt local zoning with limitations - Exempt co-located SMRs from certain siting review requirements - Starts study processes for the effects of SMRs on Arizona - Starts a study process to find mining opportunities related to nuclear fuel supply https://twitter.com/i/web/status/2012980041911848979 https://twitter.com/i/web/status/2012980041911848979" [X Link](https://x.com/smithtjosh/status/2012980041911848979) 2026-01-18T20:06Z [----] followers, [--] engagements "Thanks to @sarahalicerosa for helping put together a list of state-level options to lay the groundwork for a nuclear future. @sarahalicerosa @smithtjosh https://t.co/mKor7cJ4dr @sarahalicerosa @smithtjosh https://t.co/mKor7cJ4dr" [X Link](https://x.com/smithtjosh/status/2013666935922139527) 2026-01-20T17:36Z [----] followers, [---] engagements "The low-hanging fruit has been to include nuclear as a clean energy source in state clean energy mandates but. If you're an advocate for a nuclear future then you should be co-opting that momentum into real meaningful reforms. That means streamlining permits and removing veto points. https://twitter.com/i/web/status/2013666938577396151 https://twitter.com/i/web/status/2013666938577396151" [X Link](https://x.com/smithtjosh/status/2013666938577396151) 2026-01-20T17:36Z [----] followers, [--] engagements "When utilities do completely normal things now like issue conservation requests on peak days data centers are getting blamed. Feels like being the one guy in Salem that wasn't into the witch hunts. There are these weird folk theories of data centers developing where people have "heard stories" of towns being abandoned bc they suck the water dry. Feels like a pre-telegraph way of thinking like you hear rumors of something bad far away and the rumors spread around your town. https://t.co/C9BPRbK5Rf There are these weird folk theories of data centers developing where people have "heard stories"" [X Link](https://x.com/smithtjosh/status/2013685648415486430) 2026-01-20T18:50Z [----] followers, [---] engagements "Every dollar given every media mention every bit of attention the anti-data center folks get would be better spent fighting the corn ethanol mandate" [X Link](https://x.com/smithtjosh/status/2013687472232780118) 2026-01-20T18:58Z [----] followers, [---] engagements "@SlBrandin Give me a world of both" [X Link](https://x.com/smithtjosh/status/2014020711707234727) 2026-01-21T17:02Z [----] followers, [--] engagements "Make me like Mike @MichaelGiberso3 is in my email inbox noting that @axios updated their chart to a 1% increase after adjusting for inflation because of his fact check 👀 https://t.co/qNmGA0R3Gu 👀 https://t.co/qNmGA0R3Gu" [X Link](https://x.com/smithtjosh/status/2014034885342810498) 2026-01-21T17:58Z [----] followers, [---] engagements "1 in [--] planned data centers will have 100% onsite gen by [----] according to the report. In April [----] that was only [--] in [---] planned data centers. Texas is poised to become the largest home for data centers in the country within the next three years as artificial intelligence continues to boom according to a report published Tuesday. https://t.co/btbgxgCo14 Texas is poised to become the largest home for data centers in the country within the next three years as artificial intelligence continues to boom according to a report published Tuesday. https://t.co/btbgxgCo14" [X Link](https://x.com/smithtjosh/status/2015235735046250942) 2026-01-25T01:30Z [----] followers, [---] engagements "I'm sympathetic to this concern about [--] regulators. But in a situation where the [--] regulator has helped kill nuclear it's more a grant of clemency than death by a thousand cuts. And there's a great deal that states will do together. As Utah has been doing with its neighbors and through the WGA's energy initiative this year. A great deal of standardization will also happen if and when we get successful advanced reactors. States adopt good ideas from each other all the time. https://twitter.com/i/web/status/2016004040250032181 https://twitter.com/i/web/status/2016004040250032181" [X Link](https://x.com/smithtjosh/status/2016004040250032181) 2026-01-27T04:23Z [----] followers, [---] engagements "Am I right that it is effectively anticompetitive to charge only non-spinning gens for frequency control services Or is that common practice and accepted (Maybe that's also not what Xiao is suggesting.) Everyone benefits from frequency control and ancillary services. I'm not sure it makes sense to tag new entrants to the market with the cost https://twitter.com/i/web/status/2017634564802547874 https://twitter.com/i/web/status/2017634564802547874" [X Link](https://x.com/smithtjosh/status/2017634564802547874) 2026-01-31T16:22Z [----] followers, [--] engagements "Off-grid development around 1GW. Millard County Utah 4GW in the future" [X Link](https://x.com/anyuser/status/2021363615450923048) 2026-02-10T23:20Z [----] followers, [----] engagements "Note the shout-out to SB132 as a success for protecting ratepayers by introducing (1) competition so data centers can bring their own gen and (2) allowing off-grid Both great elements of a bill that cracked open the monopoly in Utah" [X Link](https://x.com/smithtjosh/status/2021363617879429421) 2026-02-10T23:20Z [----] followers, [---] engagements "The reporting could have done with a bit more optimism. IEA projection's is that AI uses are ultimately climate positive Juxtapose that with the local costs and you have something much more interesting. https://www.sltrib.com/news/environment/2026/02/09/utahs-data-centers-may-consume/fbclid=IwdGRleAP4mURleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEevfbuISSmc2X8IWgjbblU9CqMYas3klsFgh4vyG_06LwlDvo5n0mITE-pXBg_aem_362indDSvG4j8k2ZFufnJA https://www.iea.org/reports/energy-and-ai/ai-and-climate-change" [X Link](https://x.com/anyuser/status/2021363622304518523) 2026-02-10T23:20Z [----] followers, [---] engagements "@drajem @atrembath @TheBTI So uh doesn't this just validate that when the facts change the folks at @TheBTI change their minds The IRA was pretty mediocre policy. They suggested better policy. This dust-up has been one of the strangest to watch from the outside" [X Link](https://x.com/smithtjosh/status/2021364851067716062) 2026-02-10T23:25Z [----] followers, [--] engagements "@notesonwriters @akoustov @timurkuran Buy the book and find out" [X Link](https://x.com/smithtjosh/status/2018020259685703754) 2026-02-01T17:54Z [----] followers, [--] engagements "Three key points: 1) Grid governance should move further towards energy-only systems. 2) The right governance for the grid is tech-neutral. 3) Capacity markets are cures worse than the disease" [X Link](https://x.com/anyuser/status/1809296441590116677) 2024-07-05T18:41Z [----] followers, [----] engagements "Is this correct Based on actually data Or is it a projection Datacentres now account for 7% of US electricity demand https://t.co/6AojVY5RvB Datacentres now account for 7% of US electricity demand https://t.co/6AojVY5RvB" [X Link](https://x.com/anyuser/status/2022379242097643640) 2026-02-13T18:35Z [----] followers, [---] engagements "Datacentres now account for 7% of US electricity demand" [X Link](https://x.com/anyuser/status/2021994671443226636) 2026-02-12T17:07Z [----] followers, 696.7K engagements "Assuming it is correct it's a sizable increase as the [----] DOE report suggested we'd hit 7% as its lower-bound by [----]. So we're some years ahead of schedule" [X Link](https://x.com/anyuser/status/2022379247395041296) 2026-02-13T18:36Z [----] followers, [--] engagements "I think it might be reporting computing as a whole with data centers. And certainty lots of folks assuming it's all AI demand in responses" [X Link](https://x.com/anyuser/status/2022379249861275857) 2026-02-13T18:36Z [----] followers, [--] engagements "Weve been revolved again @smithtjosh" [X Link](https://x.com/anyuser/status/2021965777709281624) 2026-02-12T15:13Z 12.7K followers, [---] engagements "More offshore wind capacity was actually canceled or delayed under Biden than under Trump often because of regulatory obstruction. Passing durable bipartisan permitting reform is a response to the Administrations energy policies not a surrender to them. New @TheBTI:" [X Link](https://x.com/anyuser/status/2021675368370040836) 2026-02-11T19:59Z 12.7K followers, [----] engagements "A measure to ban nuclear waste storage in Wyoming unless affirmed by a vote of the people failed to receive the required two-thirds vote in the state House. It would have required a public vote for each storage faciltity A huge barrier Article link in reply. Thank God. I have little patience for policies that treat nuclear differently than any other energy source or industry. Hurdles for a clean source but no such hurdles for dirty ones. A reference to safely store nuclear waste requires a referendum but it's OK to simply heap mercury arsenic and lead bearing coal ash into piles is OK (WY is" [X Link](https://x.com/anyuser/status/2021631531727585423) 2026-02-11T17:04Z [----] followers, [---] engagements "Another aspect of this off-grid development is that it's sandwiched between Pacificorp and a co-op. They're maximizing opportunities to buy and sell power in the future if they integrate with the rest of the system. Off-grid development around 1GW. Millard County Utah 4GW in the future. https://t.co/9zkyW6Rbr8 Off-grid development around 1GW. Millard County Utah 4GW in the future. https://t.co/9zkyW6Rbr8" [X Link](https://x.com/anyuser/status/2021408155469824162) 2026-02-11T02:17Z [----] followers, [---] engagements "Off-grid development around 1GW. Millard County Utah 4GW in the future" [X Link](https://x.com/anyuser/status/2021363615450923048) 2026-02-10T23:20Z [----] followers, [----] engagements "The reporting could have done with a bit more optimism. IEA projection's is that AI uses are ultimately climate positive Juxtapose that with the local costs and you have something much more interesting. https://www.sltrib.com/news/environment/2026/02/09/utahs-data-centers-may-consume/fbclid=IwdGRleAP4mURleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEevfbuISSmc2X8IWgjbblU9CqMYas3klsFgh4vyG_06LwlDvo5n0mITE-pXBg_aem_362indDSvG4j8k2ZFufnJA https://www.iea.org/reports/energy-and-ai/ai-and-climate-change" [X Link](https://x.com/anyuser/status/2021363622304518523) 2026-02-10T23:20Z [----] followers, [---] engagements "🤔 Wondering if anyone on this large load tariff panel will bring up allowing large loads to procure their own generation as alternative to taking service from monopoly. Would put gen risk on large loads rather than ratebase and avoid some of these contract terms. #NARUCWinter26 Wondering if anyone on this large load tariff panel will bring up allowing large loads to procure their own generation as alternative to taking service from monopoly. Would put gen risk on large loads rather than ratebase and avoid some of these contract terms. #NARUCWinter26" [X Link](https://x.com/anyuser/status/2021363954401018197) 2026-02-10T23:21Z [----] followers, [--] engagements "Wondering if anyone on this large load tariff panel will bring up allowing large loads to procure their own generation as alternative to taking service from monopoly. Would put gen risk on large loads rather than ratebase and avoid some of these contract terms. #NARUCWinter26" [X Link](https://x.com/anyuser/status/2021258835583766818) 2026-02-10T16:23Z [----] followers, 10.2K engagements "We're energized to welcome @NiconomistLoris as an Energy Fellow ⚡ Nick is President of Policy at @C3SolutionsNews and he studies and writes about a wide range of energy and climate policies. Welcome Nick" [X Link](https://x.com/anyuser/status/2020882641948389621) 2026-02-09T15:29Z [----] followers, [----] engagements "RT @BryceTheNoble: "Ultimately data centers are not a burden but a critical engine of prosperity. States that modernize their regulatory f" [X Link](https://x.com/anyuser/status/2019450782051962993) 2026-02-05T16:39Z [----] followers, [--] engagements ""Ultimately data centers are not a burden but a critical engine of prosperity. States that modernize their regulatory frameworks will attract high-value investment and secure leadership in the digital economy." Were going to hold data centers accountable to strict standards if they want Pennsylvanias full support. Under my plan well require data centers to: [--]. Pay for their own power generation not pass on costs to Pennsylvanians. [--]. Be transparent with the local community on Were going to hold data centers accountable to strict standards if they want Pennsylvanias full support. Under my plan" [X Link](https://x.com/anyuser/status/2019441018530341100) 2026-02-05T16:00Z [---] followers, [---] engagements "Were going to hold data centers accountable to strict standards if they want Pennsylvanias full support. Under my plan well require data centers to: [--]. Pay for their own power generation not pass on costs to Pennsylvanians. [--]. Be transparent with the local community on what theyre doing. [--]. Hire and train local workers. [--]. Commit to protecting our environment" [X Link](https://x.com/anyuser/status/2019070784711348431) 2026-02-04T15:29Z 365.7K followers, 58.5K engagements "Or if we really wanna get serious you have the FCC's spectrum auctions which awards its scarce resource to a highest bidder. Imagine Such an approach here would fully fund any transmission expansion and probably rebate substantial revenues back to all other Texas customers" [X Link](https://x.com/anyuser/status/2019175481963061423) 2026-02-04T22:25Z 13.2K followers, [---] engagements "RT @Allinallnotbad: Big potential win for Indiana here. NRC requirements provide more than enough safety for nuclear facilities" [X Link](https://x.com/anyuser/status/2019223311495176578) 2026-02-05T01:35Z [----] followers, [--] engagements "Big potential win for Indiana here. NRC requirements provide more than enough safety for nuclear facilities. Indiana just advanced one of the most consequential state nuclear reforms in years. SB [---] has passed the Senate and cleared a House committee (not law yet). It strips out Indianas state-level nuclear permitting environmental rulemaking and public hearing https://t.co/9Rd9WglALk Indiana just advanced one of the most consequential state nuclear reforms in years. SB [---] has passed the Senate and cleared a House committee (not law yet). It strips out Indianas state-level nuclear" [X Link](https://x.com/anyuser/status/2019071902598287787) 2026-02-04T15:33Z [---] followers, [---] engagements "Indiana just advanced one of the most consequential state nuclear reforms in years. SB [---] has passed the Senate and cleared a House committee (not law yet). It strips out Indianas state-level nuclear permitting environmental rulemaking and public hearing requirements.effectively deferring almost entirely to the NRC for nuclear siting and licensing. Indiana is removing redundant regulatory layers so it wont run a parallel approval process on top of federal nuclear regulation. This directly lowers soft costs legal risk and project timelinesexactly the barriers that slow SMRs microreactors and" [X Link](https://x.com/anyuser/status/2019056164793618832) 2026-02-04T14:31Z [----] followers, [----] engagements "Ed Lyman (@NucSafetyUCS) and his colleagues in the nuclear opposition camp are gnashing their teeth at efforts to enable rapid prototyping of advanced reactor designs. Their latest objection is aimed at the DOE's decision to use its authority under [--] CFR Part [----] Subpart D Appendices A and B to create a categorical exclusion under the National Environmental Policy Act (NEPA) for advanced reactors built on federal (DOE/DOW) sites. This CX decision means that advanced reactors will not need either an environmental impact statement or an environmental assessment. The logic is that the reactors" [X Link](https://x.com/anyuser/status/2019031284752797765) 2026-02-04T12:52Z 17.5K followers, [----] engagements "Nuclear⚡ is one of the technologies driving Operation Gigawatt Utahs strategy to double the production of affordable reliable power across our state. More here: https://www.sltrib.com/opinion/letters/2025/12/21/letter-miss-after-miss-tribune/ https://www.sltrib.com/opinion/letters/2025/12/21/letter-miss-after-miss-tribune/" [X Link](https://x.com/anyuser/status/2019090649505731045) 2026-02-04T16:48Z 44.5K followers, [----] engagements "RT @MichaelGiberso3: You see folks blaming RTOs for high electricity prices and proposing a return to traditionally rare-regulated monopoli" [X Link](https://x.com/anyuser/status/2018852109555536265) 2026-02-04T01:00Z [----] followers, [--] engagements "You see folks blaming RTOs for high electricity prices and proposing a return to traditionally rare-regulated monopolies but for [--] years it has been the still rate-regulated parts of the system driving rates higher" [X Link](https://x.com/anyuser/status/2018684956545843303) 2026-02-03T13:56Z [----] followers, [----] engagements "https://frontierinstitute.org/montana-data-centers-separating-fact-from-fiction/ https://frontierinstitute.org/montana-data-centers-separating-fact-from-fiction/" [X Link](https://x.com/anyuser/status/2018766103720206462) 2026-02-03T19:18Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@smithtjosh Josh Smith
Josh Smith posts on X about in the, ai, money, future the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-----] +9,821%
- [--] Month [------] +299%
- [--] Months [------] -43%
- [--] Year [-------] +501%
Mentions: [--] #
- [--] Week [--] +64%
- [--] Month [--] +188%
- [--] Months [--] +73%
- [--] Year [---] +292%
Followers: [-----] #
- [--] Week [-----] -0.23%
- [--] Month [-----] +0.65%
- [--] Months [-----] +4.30%
- [--] Year [-----] +82%
CreatorRank: undefined #
Social Influence
Social category influence finance technology brands stocks countries social networks celebrities musicians currencies cryptocurrencies
Social topic influence in the, ai, money, future, folks, data, google, if you, public, data centers
Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Gains (GAINS) Costco Wholesale Corporation (COST) Goldman Sachs (GS) IBM (IBM) Bitcoin (BTC) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last [--] hours
"This should anger everyone. https://uphill.thedispatch.com/p/us-admitted-zero-uyghur-refugeestoken=eyJ1c2VyX2lkIjoyNDY4MDA3LCJwb3N0X2lkIjo0MjkyODY2MiwiXyI6ImhhbmJSIiwiaWF0IjoxNjM0ODYzOTE3LCJleHAiOjE2MzQ4Njc1MTcsImlzcyI6InB1Yi0yNDkyNzYiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.p7Akm4eDiTtRkQ8Hy_I7KlJKQ92wDH5tGr8WCjswOtg https://uphill.thedispatch.com/p/us-admitted-zero-uyghur-refugeestoken=eyJ1c2VyX2lkIjoyNDY4MDA3LCJwb3N0X2lkIjo0MjkyODY2MiwiXyI6ImhhbmJSIiwiaWF0IjoxNjM0ODYzOTE3LCJleHAiOjE2MzQ4Njc1MTcsImlzcyI6InB1Yi0yNDkyNzYiLCJzdWIiOiJwb3N0LXJlYWN0aW9uIn0.p7Akm4eDiTtRkQ8Hy_I7KlJKQ92wDH5tGr8WCjswOtg"
X Link 2021-10-22T00:52Z [----] followers, [--] engagements
"🚨 New paper by @Morgan_Raux. Do immigrants negatively affect the job prospects of native workers No. Instead immigrants are a way to fill rare skills in the labor market"
X Link 2023-11-07T17:05Z [---] followers, [----] engagements
"I would have paid Taylor Swift ticket prices to sit in. Really excited about listening"
X Link 2023-11-21T20:21Z [---] followers, [----] engagements
"@vladtarko @AlexNowrasteh We should definitely experiment here Utah tried some of this in [----] but the federal government never passed enabling legislation. Rep. Curtis had a bill a few years ago to do some state-based visas. And Gov. Cox has proposed state-based visas last year"
X Link 2024-01-24T23:58Z [---] followers, [--] engagements
"I read a lot but I'm trying to read more Always looking for more reading suggestions What I read in January [----] ❗ - a must 👍 - recommend ❌ - no"
X Link 2024-02-02T18:57Z [---] followers, [---] engagements
"Books 👍 Electricity restructuring @knowledgeprob and Kleit ❌ Modernizing America's Electricity Infrastructure Mason Willrich ❗ Girl Land Caitlin Flanagan 👍 Fully Grown Dietrich Vollrath 👍 Not the End of the World Hannah Ritchie 👍 A Question of Power Robert Bryce"
X Link 2024-02-02T18:57Z [---] followers, [--] engagements
"Cool new paper from @ClaDeiana @LudoGiua and Roberto Nistic"
X Link 2024-02-12T19:15Z [---] followers, [--] engagements
"There is a lot of similar research in the US. Though I don't know if there is evidence of language acquisition - TPS improves economic outcomes"
X Link 2024-02-12T19:15Z [---] followers, [--] engagements
"👍 - Cheaper Energy Pricier Wires @duncan__c"
X Link 2024-03-01T14:34Z [---] followers, [--] engagements
"👍 - Secularization Comes for the Religion of Technology: Or how to make sense of techno-optimist manifestos the Open Ai/Altman affair EA/e-acc movements and the general sense of cultural stagnation @LMSacasas"
X Link 2024-03-01T14:34Z [---] followers, [--] engagements
"Half of ERCOT's winter and summer peaks are residential. Lots of opportunities in organizing those customers to shave the peaks"
X Link 2024-06-04T17:55Z [----] followers, 45K engagements
"https://x.com/arpitrage/status/1804982277124026476 Fraction of residents with AC: USA: 89% New York State: 88% New York City: 90% South Bronx: 76% NYC public housing: 50% China: 60% Spain: 33% Italy: 30% Germany: 13% India: 13% Alaska: 7% https://t.co/SFrr57B77l https://t.co/ZhIFGXXkKe https://t.co/jfI4lSplaM https://x.com/arpitrage/status/1804982277124026476 Fraction of residents with AC: USA: 89% New York State: 88% New York City: 90% South Bronx: 76% NYC public housing: 50% China: 60% Spain: 33% Italy: 30% Germany: 13% India: 13% Alaska: 7% https://t.co/SFrr57B77l https://t.co/ZhIFGXXkKe"
X Link 2024-06-24T05:29Z [---] followers, [--] engagements
"Little-known fact: we could also blow away all the wildfire smoke by turning on all our fans and blowdryers but alas collective action is hard https://x.com/jon_bois/status/1804567740918731173 we could end the heat wave right now if we all turned up our air conditioning as high as it can go and opened all our windows to let the cold air outside. unfortunately we have little capacity for collective action in this country https://x.com/jon_bois/status/1804567740918731173 we could end the heat wave right now if we all turned up our air conditioning as high as it can go and opened all our windows"
X Link 2024-06-24T05:29Z [---] followers, [--] engagements
"Quick thoughts spurred by a great @CatalystPod episode on AI load growth: https://t.co/WMbg4xhu4B https://t.co/WMbg4xhu4B"
X Link 2024-07-18T16:46Z [---] followers, [---] engagements
"So quick that the episode is not yet on their website But the conversation is available on Apple/Spotify/PocketCasts https://www.latitudemedia.com/podcasts/catalyst https://www.latitudemedia.com/podcasts/catalyst"
X Link 2024-07-18T16:46Z [---] followers, [--] engagements
"The new brewery in Logan Prodigy supposedly only got relief from the ridiculous steps required to sell their own beer because of the environmental effects. The story I've heard is that they were originally going they'd have to 1) drive their beer to the state 2) sell it to the state 3) then buy it back and 4) then drive it back to Logan. The office wasn't open to the argument that this was just costly as an operations requirement. But it did respond to the "it is bad for the environment" argument. So now they can just sell the beer to the state on paper without physical delivery. That's a win"
X Link 2024-07-29T17:08Z [---] followers, [--] engagements
"Self-reflection Economic imperialism 🤮 The economics profession needs to do a lot of self-reflection. How have so many economically illiterate policies become popular on both the left and the right We need to become better teachers scholars and public communicators. The economics profession needs to do a lot of self-reflection. How have so many economically illiterate policies become popular on both the left and the right We need to become better teachers scholars and public communicators"
X Link 2024-08-17T16:03Z [----] followers, [---] engagements
"I'll never understand why a field that's primarily focused on mutually beneficial exchange decided to interact with other disciplines through "imperialism.""
X Link 2024-08-17T16:03Z [----] followers, [--] engagements
"Plenty to do in electricity policy Finishing up my data center electricity use series: will data centers usher in a decentralized energy future Link in next post. https://t.co/Ley0Gh4sHz Finishing up my data center electricity use series: will data centers usher in a decentralized energy future Link in next post. https://t.co/Ley0Gh4sHz"
X Link 2024-08-29T23:24Z [----] followers, [---] engagements
"@JesseJenkins https://poweringspaceshipearth.substack.com/p/shout-it-from-the-balconiesutm_medium=web&triedRedirect=true https://poweringspaceshipearth.substack.com/p/shout-it-from-the-balconiesutm_medium=web&triedRedirect=true"
X Link 2024-08-30T12:45Z [----] followers, [---] engagements
"If you want to sign up for Nevada PUC docket updates You have to put in your docket number via a Google Form"
X Link 2024-09-19T21:56Z [----] followers, [---] engagements
"Fitting. I am trying to find updates on the Fervo / Google / NV Energy deal. https://puc.nv.gov/About/Docs/Forms/Service_List_Requests_(Subscribe_or_Unsubscribe)/ https://puc.nv.gov/About/Docs/Forms/Service_List_Requests_(Subscribe_or_Unsubscribe)/"
X Link 2024-09-19T21:56Z [----] followers, [--] engagements
"@RebeccaMPatty @thegpatty Triangles B&D in the bottom right are dead weight loss (DWL). They represent trades that would have happened without the tariff. Trade expands the pie. So fewer trades represents losses. That DWL are exactly the kinds of losses that Oren Cass says do not exist"
X Link 2024-09-28T03:00Z [----] followers, [--] engagements
"@RebeccaMPatty @thegpatty (MRU is great for this sort of stuff) Tax Revenue and Deadweight Loss Microeconomics Videos https://mru.org/courses/principles-economics-microeconomics/deadweight-loss-definition-yacht-tax https://mru.org/courses/principles-economics-microeconomics/deadweight-loss-definition-yacht-tax"
X Link 2024-09-28T03:01Z [----] followers, [---] engagements
"Yes. "Less spending" is crass because economists want to believe we capture much more than financial transactions. But people might also spend more on the taxed good and receive less of it as well. Tariffs produce shortages or at least raise costs of the taxed item so people buy less of it"
X Link 2024-09-28T16:09Z [----] followers, [--] engagements
"@jameslancelot @duncan__c Did you see the USA Today piece doing this Lots of bad policies to be undone https://www.usatoday.com/story/news/investigations/2024/02/04/green-energy-nationwide-bans/71841275007/ https://www.usatoday.com/story/news/investigations/2024/02/04/green-energy-nationwide-bans/71841275007/"
X Link 2024-10-03T19:37Z [----] followers, [--] engagements
"Lots of promise for Utah's future in Operation Gigawatt"
X Link 2024-10-09T15:20Z [----] followers, [----] engagements
"A starting point to boost geothermal and data centers: Rocky Mountain Power should set up a clean energy tariff option like the Fervo+Google deal in Nevada"
X Link 2024-10-09T15:20Z [----] followers, [--] engagements
"We're still waiting for Google's proposed tariff approval by the Nevada PUC. It likely won't be until next year. Potentially Q2 of [----]. Google announced the deal in November 2023"
X Link 2024-10-09T15:20Z [----] followers, [--] engagements
"Texas has a great permitting environment. Lots of private lands and clear ownership without a lot of levers to push and pull if you don't like it etc. CREZ was a big build out and used negative pricing to signal valuable areas to arbitrage prices around. @knowledgeprob and @MichaelGiberso3 may have good resources to recommend on it. All the c/b analyses I've seen have been positive (sometimes without including environmental benefits)"
X Link 2024-11-11T19:38Z [----] followers, [--] engagements
"Notably this doesn't seem fast enough to meet data center needs They need power in the next few months not the next decade"
X Link 2024-11-13T14:52Z [----] followers, [--] engagements
"White House nuclear power expansion plans: https://www.whitehouse.gov/wp-content/uploads/2024/11/US-Nuclear-Energy-Deployment-Framework.pdf https://www.whitehouse.gov/wp-content/uploads/2024/11/US-Nuclear-Energy-Deployment-Framework.pdf"
X Link 2024-11-13T14:52Z [----] followers, [--] engagements
"@venerable_bede In other environments I'd just chalk it up to differing needs creating different channels to meet those needs. But when utilities say it'll be 3-6 years to interconnection"
X Link 2024-11-15T15:40Z [----] followers, [--] engagements
"@MarkusHasiPhone @Afinetheorem Google's sustainability report has their global water use from data centers at the equivalent of [--] golf courses IIRC. I think more heat than light in almost all energy/water use conversations around AI"
X Link 2024-11-20T02:50Z [----] followers, [---] engagements
"DIY is big in Texas"
X Link 2024-12-17T17:51Z [---] followers, 13K engagements
"@MPrinParr Got an advance copy"
X Link 2024-12-18T20:03Z [---] followers, [--] engagements
"Google uses [--] golf courses of water globally for their offices and their data center operations. Most water usage concerns around data centers are missing the big picture. To help preserve the Great Salt Lake Utah needs to require that data centers publish water usage data write Mary-Clare Bosco Jonathan Gilmour and Rebecca Kilberg with the Aspen Policy Academy. https://t.co/2CMyKOM16o To help preserve the Great Salt Lake Utah needs to require that data centers publish water usage data write Mary-Clare Bosco Jonathan Gilmour and Rebecca Kilberg with the Aspen Policy Academy."
X Link 2025-01-03T02:23Z [---] followers, [---] engagements
"Utah needs more water yes. I'm not sure data centers are the easiest places to make gains though https://poweringspaceshipearth.substack.com/p/google-uses-43-golf-courses-of-water https://poweringspaceshipearth.substack.com/p/google-uses-43-golf-courses-of-water"
X Link 2025-01-03T02:23Z [---] followers, [--] engagements
"Community notes on Twitter are cool. I'm glad they are spreading to Facebook. One complaint I have is that you end up doing a lot of work for no one. Most notes don't get added and reviewing notes isn't free. These are all solid moves by @Meta and the evidence backs it up. During our year of tracking AI-generated election material it was clear that a community notes system worked well at moderating content. As Zuck said it won't be perfect but adapting new systems to more speech is These are all solid moves by @Meta and the evidence backs it up. During our year of tracking AI-generated"
X Link 2025-01-07T19:21Z [---] followers, [---] engagements
"Can we read this direction as broadly as possible to encourage permitting reform This is a direction to reduce the cost of new entry. This is a direction to build. Compare the parts about speeding up while not inconveniencing anyone. Compare the parts about speeding up while not inconveniencing anyone"
X Link 2025-01-14T16:56Z [---] followers, [---] engagements
"Speeding up is environmental progress's surest path. @atrembath https://heatmap.news/ideas/abundance-additionality-permitting-reform https://heatmap.news/ideas/abundance-additionality-permitting-reform"
X Link 2025-01-14T16:56Z [---] followers, [---] engagements
"Logan's always struck me as surprisingly nice I enjoyed https://t.co/iCOJU1BKTu. There are just so many impressive examples. The book claims: "These major works were often the earliest undertaken by the new local authorities. As the pumping station was the only visible part of the system it was the best opportunity for them https://t.co/S0egsv45l4 I enjoyed https://t.co/iCOJU1BKTu. There are just so many impressive examples. The book claims: "These major works were often the earliest undertaken by the new local authorities. As the pumping station was the only visible part of the system it was"
X Link 2025-01-18T18:52Z [---] followers, [---] engagements
"@jacob_mays @ts_fisher @duncan__c @PodzillaCortes @tlarson95425 Isn't the issue there that the extra competition from the additional laborer is. good A lot of the costs bandied about are pecuniary externalities. Certainly a worker coming out of retirement is sometimes useful even if they only work [--] hours a week. Or an hour a week"
X Link 2025-01-22T21:23Z [---] followers, [---] engagements
"When is the last time you read something where the headline understated the argument and evidence @CharlesCMann's piece is that good"
X Link 2025-02-17T14:31Z [----] followers, 1.1M engagements
"Rather than live like royalty we live better than royalty:"
X Link 2025-02-17T14:31Z [----] followers, 71.2K engagements
"MFW reading the interconnection discussion in @FERC State of the Market report"
X Link 2025-03-21T16:55Z [----] followers, [---] engagements
"Do you have an update on the release @JohnnieMo"
X Link 2025-03-25T21:50Z [----] followers, [--] engagements
"@jacob_mays I think it was a connection to the hydro in New York state. @bradcuddy - any more current insights on this https://www.nytimes.com/2021/12/05/nyregion/bitcoin-mining-upstate-new-york.html https://www.nytimes.com/2021/12/05/nyregion/bitcoin-mining-upstate-new-york.html"
X Link 2025-04-17T18:51Z [----] followers, [---] engagements
"@OurWorldInData @_HannahRitchie @Chasmusg @jakedewitte Westinghouse @RitaB66 celebrates how the AP1000s are "walkaway safe". Operators have to be coached not to jump in as the design mechanically prevents problems from growing"
X Link 2025-04-29T16:47Z [----] followers, [---] engagements
"@OurWorldInData @_HannahRitchie @Chasmusg @jakedewitte @RitaB66 Kenneth Robuck of Energy Solutions is excited to have their MOU with Utah to look at replacing the IPP coal plant in southern Utah. https://governor.utah.gov/press/utah-leaders-sign-memorandum-of-understanding-with-idaho-national-laboratory/ https://governor.utah.gov/press/utah-leaders-sign-memorandum-of-understanding-with-idaho-national-laboratory/"
X Link 2025-04-29T16:55Z [----] followers, [--] engagements
"@OurWorldInData @_HannahRitchie @Chasmusg @jakedewitte @RitaB66 @elidourado @Dr_A_Stein @jharrell I recommend @isodope and @MadiHilly as folks flipping that perception. 👀 https://www.newsweek.com/pregnant-woman-poses-nuclear-waste-prove-point-about-radiation-idaho-1809500 https://www.newsweek.com/pregnant-woman-poses-nuclear-waste-prove-point-about-radiation-idaho-1809500"
X Link 2025-04-29T17:49Z [----] followers, [--] engagements
"Davis asks the big question for right-of-center nuke bros: What's the role for public support for nuclear Harrell was quick to jump in and say Senator Curtis and others are working to protect some of those incentives. Robinson says they're a big consumer of electricity and so can be first movers on bases and are already doing this (2030 goal). "Putting reactors within miles of our elementary schools and homes" can demonstrate that nuclear is safe Robinson concludes. Reinke says it's a problem for the private sector to face uncertainty. The public incentives help. Need to unlock capital"
X Link 2025-04-29T18:02Z [----] followers, [--] engagements
"Chalmers again emphasizes that lots of misinformation drove opposition to the mining work his company does. Says one mistake wasn't engaging soon enough to show their contributions. Need to come in with a more proactive stance and honestly work to fix issues and answer questions"
X Link 2025-04-29T19:35Z [----] followers, [--] engagements
"@OurWorldInData @_HannahRitchie @Chasmusg @jakedewitte @RitaB66 @elidourado @Dr_A_Stein @jharrell @isodope @MadiHilly @ScottNolan Governors are up now No disagreeing better so far--just clear agreements (There's maybe a bit of jealousy from Gov Cox that TerraPower is nextdoor in Wyoming.)"
X Link 2025-04-29T20:06Z [----] followers, [--] engagements
"This is largely because we're paying a premium we shouldn't be for what are mature industries. The PTC is a prime example. Despite its age the policy persists. Because it enables negative pricing it encourages power generation when it's not needed and discourages investments in complementary tech like storage. It's not even a dirty secret at this point for things like the wind PTC. I was writing about how that was bad policy in [----]. Here we are a decade later having the same fights (Of course the IRA had storage subsidies too.)"
X Link 2025-05-06T06:45Z [----] followers, [---] engagements
"The major point is that full expensing flips that script. It removes tax penalties for investing in capital of any kind. Storage dispatchable resources or clean energy upgrades are all eligible. Instead of chasing subsidies businesses respond to price signals. They build what consumers actually need"
X Link 2025-05-06T06:45Z [----] followers, [---] engagements
"P1) A prohibition is effectively an infinite tax. P2) NEPA prohibits building. C1) NEPA is an infinite carbon tax. C2) IRA debates are a somewhat boring distraction from what really matters in energy policy"
X Link 2025-05-15T12:58Z [----] followers, [---] engagements
"100%. Most maybe all tallies of FF subsidies get this wrong. Accelerated depreciation for solar is a comparable example. Deductions for capital are great policy no matter the industry. Immediate depreciation is simply good tax policy we should extend to all capital investments to promote growth. Unlike PTC/ITC it's neutral. And on solar and immediate (accelerated here) depreciation: https://www.researchgate.net/publication/276268129_Tax_Reform_a_Looming_Threat_to_a_Booming_Solar_Industry https://taxfoundation.org/blog/biden-energy-tax-policies/"
X Link 2025-06-06T16:38Z [----] followers, [---] engagements
"(also broadband topics) https://le.utah.gov/committee/committee.jspyear=2025&com=INTPUT https://le.utah.gov/committee/committee.jspyear=2025&com=INTPUT"
X Link 2025-06-18T13:39Z [----] followers, [--] engagements
"Dusty Monks of @UtahOED gave an overview of Trump admin's EOs on nuclear. Highlights opportunities for Utah to lead. And the use of federal lands for nuclear is promising. Hill Air Force Base is on the list for nuclear along with many other places. How to leverage the federal government's resources here in Utah"
X Link 2025-06-18T15:01Z [----] followers, [--] engagements
"@UtahOED Send Sandall asks about state licensing or other state opportunities to run the nuclear regulatory system. Monks says that there are some opportunities here"
X Link 2025-06-18T15:03Z [----] followers, [--] engagements
"@UtahOED Siting is controversial and has to have community support Monks points out. That was the case for Kemmerer in Wyoming I'll reiterate that's not far from me. But I can't wait for more nuclear developments even closer"
X Link 2025-06-18T15:17Z [----] followers, [--] engagements
"I haven't heard of arrests. I suppose it could be possible if you don't actually have the money that you bid in the auction. @MichaelGiberso3 and @Shawn_Regan wrote about Terry Tempest Williams winning an auction for a BLM leaze but having it taken away because the rules required that winners develop it. That's why conservation leases can be valuable tools. https://www.perc.org/wp-content/uploads/2017/03/PERC-A-New-Landscape-DOI-Report_Oil-and-Gas.pdf https://www.perc.org/wp-content/uploads/2017/03/PERC-A-New-Landscape-DOI-Report_Oil-and-Gas.pdf"
X Link 2025-06-19T01:53Z [----] followers, [--] engagements
"The paper includes just [--] references. Of those [--] two are media pieces interviewing Jigar Shah. This includes places where you'd think that there'd be a theory paper firming the foundation of the LPO. Instead it's as if the criteria for success with loan guarantees is just spending the money. Asking the people running the office or public program if it's an important public effort is an insufficient justification for that office or program"
X Link 2025-06-19T13:46Z [----] followers, [---] engagements
"Something we cut from the piece was a reference to the Three Mile Island restart. Microsoft and Constellation didn't need public funding or LPO's help to announce the restart. But they did go to LPO afterwards. That's actually evidence of exactly what the GAO is saying. It's not achieving additonality if you give people funds for already announced restarts. And I'm not sure how restarts qualify as innovative new ideas that you can't find funding for elsewhere Why the need to have a backstop on someone else's tab"
X Link 2025-06-19T13:46Z [----] followers, [---] engagements
"And a final point about TMI's restart. It again reflects the regulatory dysfunction in electricity policy. Gov. Shapiro sent a letter to PJM asking them to fast track the project through the interconnection queue Constellation and Microsoft had to ask the governor for help At root IRA reform reconciliation and what public funds get awarded to which company is all a distraction from the reality that we've made it too hard to build. Fixing that is a positive vision that should be the guiding light"
X Link 2025-06-19T13:47Z [----] followers, [---] engagements
"@GreenPlusAnE The kids are doing ok Not that I disagree that it would be better to have done YIMBY [--] years ago. Even yesterday would have put us on an even better path. @jmhorp has two great new analyses of this on housing and generational wealth https://economistwritingeveryday.com/2025/06/11/the-growth-in-wealth-is-not-primarily-driven-by-rising-home-prices/ https://economistwritingeveryday.com/2025/06/11/the-growth-in-wealth-is-not-primarily-driven-by-rising-home-prices/"
X Link 2025-06-19T16:55Z [----] followers, [--] engagements
"@GreenPlusAnE @jmhorp Where the big footnote on "ok" is something like: After accounting for the fact we're radically poorer than we could be with better policy. 😂"
X Link 2025-06-19T16:57Z [----] followers, [--] engagements
"The realest: Two key steps the Department should consider in electric power: (1) for service that can be competitively provided eliminate all state and federal laws regulations practices that restrict entry or price; and (2) for service that cannot be competitively provided quarantine it off fully separate the regulated utility from any and all competitive business. https://t.co/kZtOwgOSKN getting some feedback on this from having posted it elsewhere #energy #FERC #competition #Texas https://t.co/kZtOwgOSKN getting some feedback on this from having posted it elsewhere #energy #FERC"
X Link 2025-06-19T23:59Z [----] followers, [---] engagements
"It's popular to say that students are getting dumber. What's the best empirical evidence of this HS graduation rates have gone up and seem to reflect real improvements in human capital"
X Link 2025-06-23T00:44Z [----] followers, [---] engagements
"It's great for Constellation Microsoft and consumers that we fast tracked this one. But we need to do a lot more. Constellation Energy plans to restart the Three Mile Island nuclear reactor originally set for [----] now expedited. CEO Joe Dominguez noted physical work ends by [----] with PJM Interconnection fast-tracking the grid hookup. Gov. Shapiro's influence aided this acceleration. https://t.co/5mLX1DUMSJ Constellation Energy plans to restart the Three Mile Island nuclear reactor originally set for [----] now expedited. CEO Joe Dominguez noted physical work ends by [----] with PJM"
X Link 2025-07-02T17:39Z [----] followers, [---] engagements
"FWIW what we really need are multiple companies experimenting and offering actual products Policy will be easy to spread from here in Utah once we have more products to take around and showcase. When the Costco battery+solar setup is on the shelf in Utah but not in Arizona or Montana that'll be an easy policy fix that spreads like wildfire"
X Link 2025-07-05T17:55Z [----] followers, [--] engagements
"I'd instead recommend this 15-minute conversation between @mrjamesob and Gregory about his book. https://www.youtube.com/watchv=GfpCDsAOxoY https://www.youtube.com/watchv=GfpCDsAOxoY"
X Link 2025-07-10T00:30Z [----] followers, [---] engagements
"I got a review copy for free (disclosure fwiw). You can preorder here and get yours on August [--]. https://www.simonandschuster.com/books/Going-Nuclear/Tim-Gregory/9781639369393 https://www.simonandschuster.com/books/Going-Nuclear/Tim-Gregory/9781639369393"
X Link 2025-07-10T00:30Z [----] followers, [--] engagements
"Because it's been a long week you should allow yourself as a treat to read the absolute 🔥🔥 the Utah PSC is spitting out which begins thusly: https://t.co/skCRB2OpVE Because it's been a long week you should allow yourself as a treat to read the absolute 🔥🔥 the Utah PSC is spitting out which begins thusly: https://t.co/skCRB2OpVE"
X Link 2025-07-11T17:06Z [----] followers, [---] engagements
"Excellent. 10/10 recommended https://pca.st/episode/9786b70c-3e4c-4989-93d3-bf53498eb5dd https://pca.st/episode/9786b70c-3e4c-4989-93d3-bf53498eb5dd"
X Link 2025-07-14T16:23Z [----] followers, [--] engagements
"@HopfJames "The main source of (unnecessary) high costs is safety requirements i.e. preventing nuclear acccidents at any cost (zero risk tolerance). That is excessive regulations and uniquely burdensome QA requirements." Aren't the justifications for this derived from LNT + ALARA"
X Link 2025-07-14T17:17Z [----] followers, [---] engagements
"I'm still sympathetic to the idea that writing is thinking in plenty of ways. But using the bumper sticker idea to justify banning AI from writing-heavy courses is just facially absurd. As with any tool you must learn to use it. Once typing lessons. Now AI lessons. And typing and handwriting ofc"
X Link 2025-07-22T02:08Z [----] followers, [--] engagements
"Remember the doomers on AI and writing also include the folks telling you the academy has failed. Likely true but not because of AI. The timelines don't match. AI came long after worries about the kids and the role of the university This is the central problem with higher education in the age of AI. We can't require students to do take-home writing assignments (e.g. term papers) any more because most will cheat and have ChatGPT or Claude or Grok do the writing. But we can't teach critical thinking This is the central problem with higher education in the age of AI. We can't require students to"
X Link 2025-07-22T02:08Z [----] followers, [---] engagements
"States have long played a vital role in nuclear policy. Unfortunately mostly for ill. After a decades-long hiatus Missouri's leaders are studying the option of new nuclear. They recently convened a Missouri Nuclear Summit. Article link in reply. Gov. Mike Kehoe said: "It's a priority of mine to make sure Missouri has ample power for the future and we know https://t.co/L5axVKt5ZV After a decades-long hiatus Missouri's leaders are studying the option of new nuclear. They recently convened a Missouri Nuclear Summit. Article link in reply. Gov. Mike Kehoe said: "It's a priority of mine to make"
X Link 2025-07-22T03:09Z [----] followers, [---] engagements
"Senator Reid's long-standing angst against Yucca Mountain still has ripple effects on waste policy. In fact it's probably more accurate to say that it set the course the river would follow"
X Link 2025-07-22T03:10Z [----] followers, [--] engagements
"It will be interesting to see the comparisons of competitive and regulated areas in the PJM capacity auction. In the last auction the competitive markets still procured at a lower cost than monopolies did. Markets are twice as efficient (peep the y-axis on each graph) PJM AUCTION RESULTS: If you have to ask you cannot afford it. Cleared at the cap procured everything under the cap but don't panic https://t.co/J8gq0y7Zsw https://t.co/lWNndQ3WEV PJM AUCTION RESULTS: If you have to ask you cannot afford it. Cleared at the cap procured everything under the cap but don't panic"
X Link 2025-07-23T00:58Z [----] followers, [----] engagements
"Flexibility featured in today's AI Action Plan: The United States must prevent the premature decommissioning of critical power generation resources and explore innovative ways to harness existing capacity such as leveraging extant backup power sources to bolster grid reliability during peak demand. . Furthermore the United States should investigate new and novel ways for large power consumers to manage their power consumption during critical grid periods to enhance reliability and unlock additional power on the system. Did @GideonOPowell write this 😂"
X Link 2025-07-23T14:46Z [----] followers, [----] engagements
"Ways to reform power market incentives to support grid stability: - Remove price caps in energy markets - Remove price caps in capacity markets - Reduce barriers to entry - Specifically ensure reduced barriers to storage given its advantages in providing frequency regulation - Remove subsidies (one can dream) I think those are roughly in order of importance"
X Link 2025-07-23T14:46Z [----] followers, [--] engagements
"I'd also shout out Utah's recent investigations of flexibility and the first steps towards retail choice as good examples of what state policymakers can do to enable AI in the US. For example see SB132: - Ability to provide your own supply - Flexibility study to enable grid-power use and self-supply - Off-grid / closed / private energy parks https://le.utah.gov/2025/bills/static/SB0132.html https://le.utah.gov/2025/bills/static/SB0132.html"
X Link 2025-07-23T14:46Z [----] followers, [--] engagements
"@ForestMaven The sue and settle strategy yes A friend did her thesis on these kinds of agreements but I really don't know much about them in practice. I've gotten the sense that there isn't a lot of empirical work on them"
X Link 2025-07-24T17:34Z [----] followers, [--] engagements
"Google has a short blog about their early successes with flexible load management. And I think they pitch it in the right ways: (1) about doing more and doing it fast (2) protecting other consumers as they move fast and (3) a bridge not a replacement for doing more"
X Link 2025-08-04T15:59Z [----] followers, [---] engagements
"Think about this when folks look around to establish what land makes sense for data center development they often exclude federal lands. The Off-grid AI data centers report shows a tiny amount of federal lands are considered. That's because of permitting challenges Texas is a big place but unlike Utah it's also largely privately owned. https://www.offgridai.us/ https://www.offgridai.us/"
X Link 2025-08-05T12:33Z [----] followers, [--] engagements
"If you have environmental concerns AI is not the right place to concentrate. As always thanks to @AndyMasley for his extensive comparisons If you want to prompt ChatGPT [--] times you can just stop your shower [--] second early. https://andymasley.substack.com/p/individual-ai-use-is-not-bad-for https://andymasley.substack.com/p/individual-ai-use-is-not-bad-for"
X Link 2025-08-05T12:33Z [----] followers, [--] engagements
"Great question Chip. I sense we're kindred spirits who spend more thinking about how much wood could a woodchuck chuck if a woodchuck could chuck wood. More seriously there are definitely applications of AI to interconnection (plugging more power in faster) permitting reform (do the paperwork faster) and efficiencies in the energy system. Something I whiffed on during the interview was reminding people that we now do 6x the computing with only about 1.25x the electricity. It was in my list of must-says and I failed But the good news about big users is that it means big incentives to conserve"
X Link 2025-08-05T15:21Z [----] followers, [--] engagements
"Context is scarce. Your hamburger uses more water than your chatgpt searches. And data center developers overwhelmingly have clean goals to improve water access They spend real money on these efforts and have entire teams producing sustainability reports. I wrote a piece with @turnerloesel at the @JmsMadisonInst about these factors in data center development here: https://jamesmadison.org/wp-content/uploads/PolicyBrief_DataCenters-July2025-v03-web.pdf#page=6 https://jamesmadison.org/wp-content/uploads/PolicyBrief_DataCenters-July2025-v03-web.pdf#page=6"
X Link 2025-08-05T15:27Z [----] followers, [---] engagements
"@tylerhnorris @GoldmanSachs cc @GideonOPowell"
X Link 2025-08-12T19:44Z [----] followers, [---] engagements
"What's the big missing piece that you see here I don't think it's terrible shorthand as a response. Tons of spending has been distribution right I think you're right that if we just say "pricier wires cheaper electrons" then it had an anti-wires flare that misses how we can pipe in cheaper power (that's assuming that I've got your meaning correct). https://www.eia.gov/todayinenergy/detail.phpid=63724 https://www.eia.gov/todayinenergy/detail.phpid=63724"
X Link 2025-08-19T19:14Z [----] followers, [---] engagements
"Gas is here to stay for a long time but you could give a nod to the nuclear optimism of late alongside the solar+battery potential. You should be able to pull the EIA data easily to demonstrate how much gas has killed coal and greened the electricity supply: https://open.substack.com/pub/poweringspaceshipearth/p/natural-gas-as-a-neglected-middler=1gwbr&utm_medium=ios https://open.substack.com/pub/poweringspaceshipearth/p/natural-gas-as-a-neglected-middler=1gwbr&utm_medium=ios"
X Link 2025-08-21T00:58Z [----] followers, [--] engagements
"Joel Link of Tenaska complains about the interconnection queue. Used to be [--] years. Today it can be 7-10"
X Link 2025-09-17T16:24Z [----] followers, [---] engagements
"If I heard that number correctly. But it's about what I heard in discussions of Logan City's troubles finding resources to replace a retiring coal asset that they have"
X Link 2025-09-17T16:24Z [----] followers, [--] engagements
"@JessePeltan Had a similar thought about New England NY should never have shut down Indian Point. https://freopp.org/whitepapers/autopsy-of-a-perfect-policy-failure-the-closure-of-indian-point/ https://freopp.org/whitepapers/autopsy-of-a-perfect-policy-failure-the-closure-of-indian-point/"
X Link 2025-09-19T18:01Z [----] followers, [--] engagements
"👀 "You had three coal plants that were moved from merchant operationswhere they were losing money and those losses were being borne by the shareholdersinto the regulated rate base in West Virginia. The Public Service Commission approved each of those three deals. That was a big driver of the large rate increases that we suffered during [----] and [----]. When were taking those plants that are obviously losing money from the shareholders the outcome isnt going to be any better. Its going to be better for the shareholders if you get rid of those plants and put them on the ratepayers. Now the"
X Link 2025-09-30T16:38Z [----] followers, [--] engagements
"The EIA wrote a love letter to Texas (all [----] data): - Texas used twice as much energy than the next highest consumer California. - Texass industrial sector alone consumed more energy than all the sectors in California combined - US total energy use peaked in [----] and between [----] and [----] Texass energy consumption increased 21% while U.S. energy use decreased 5% - The next two highest states California and Florida have declining or stagnant energy use across all sectors. - energy consumption in Texas was higher than in any other state for every sector - Texas also consumed more coal natural"
X Link 2025-10-02T11:17Z [----] followers, [---] engagements
"If you want the sleeper story here it's the pairing of both (1) population growth and (2) industrial growth. Why Folks sometimes complain that the Texas electricity market is unstable. But if you're bearish then you need to explain (1) what you know that major companies moving businesses to Texas are missing and (2) what all those people moving to Texas are missing. The industrial growth expected in Texas is a particularly strong vote of confidence in ERCOT"
X Link 2025-10-02T11:17Z [----] followers, [--] engagements
"Fight Club getting done dirty here cc: @williamirwin38"
X Link 2025-10-02T13:04Z [----] followers, [---] engagements
""I have to admit that Tylers anarchism and neo- primitive vision appeals to me but only because while watching the movie Iidentify with the bermenschian musclemen. In reality Iwouldnt succeed in stalking elk. More importantly this is an adolescent unthinking response. It lashes out at the man instead of taking individual responsibility." https://www.libertarianism.org/columns/free-market-fight-club https://www.libertarianism.org/columns/free-market-fight-club"
X Link 2025-10-02T13:04Z [----] followers, [--] engagements
"Isn't this self-correcting by creating profit opportunities for paying attention to these smaller firms We've had index funds for quite awhile. I don't see where this plays out in practice into a serious problem And the public outcry I see about stock performance etc seems to suggest we haven't lost much sense of ownership. That's my money being set on fire 😂"
X Link 2025-10-05T01:57Z [----] followers, [--] engagements
"October [----] Utah State University announced the arrival of a $2 million IBM computing system one of only [--] awarded nationwide. That's about $6 million today. Today is way better than the past"
X Link 2025-10-11T19:39Z [----] followers, [---] engagements
"I'm being the guy who comments before reading but. What a victory for markets over mandates here in LBNL's retail electricity pricing study. And optimism for load growth lowering prices"
X Link 2025-10-15T04:32Z [----] followers, [---] engagements
"For ERCOT folks I would love to see ERS become a new ancillary program that fixes problems like this. And maybe there are reasons for new ones. Clayton Greer has convinced me that ERS is otherwise a near-total failure. So basically no new money is needed. Just reallocate it into a pot to deal with new disruptions caused by new large loads or adapt ERS to fix these kinds of problems. PS - if you're a researcher interested in energy markets and want to look at ERS in more detail I would love to chat and do something with someone with more technical econometric skills"
X Link 2025-03-19T17:07Z [----] followers, [---] engagements
"ERCOT also moved the crypto folks (really just Bitcoin) into the CLR or Controllable Load Resource bin. That seems like a reasonable place for plenty of large loads to sit so that they don't disappear and cause the cascading risks Reuters points out. But you can imagine the initial reaction of the typical Bitcoiner when told they should (1) register and (2) the registration is for a program including the word "Controllable" in the title : ) The @TexasBlockchain supported the measure though And I think it's gone well from what I've heard. https://twitter.com/i/web/status/1902406641485803579"
X Link 2025-03-19T17:07Z [----] followers, [---] engagements
"@MichaelGiberso3 @Mario_A_Loyola @WSJopinion According to the EIA Texas is 11th cheapest. Florida is 35th cheapest. Unless I'm misreading it Average retail price FL: [-----] Average retail price TX: [-----] https://www.eia.gov/electricity/state/texas/ https://www.eia.gov/electricity/state/florida/ https://www.eia.gov/electricity/state/texas/ https://www.eia.gov/electricity/state/florida/"
X Link 2025-04-25T18:21Z [----] followers, [--] engagements
"Ask the anti-AI folks what they had for lunch (or if they have a Netflix account)"
X Link 2025-10-28T15:13Z [----] followers, [----] engagements
""I genuinely think photography should be illegal. The most obviously societally corroding invention maybe ever created. Just an instant tool of widespread distrust and mass psychosis." I genuinely think AI video should be illegal. The most obviously societally corroding invention maybe ever created. Just an instant tool of widespread distrust and mass psychosis. I genuinely think AI video should be illegal. The most obviously societally corroding invention maybe ever created. Just an instant tool of widespread distrust and mass psychosis"
X Link 2025-11-03T05:06Z [----] followers, [----] engagements
""Training costs vary relative to inference costs. Training consumes 40% of all energy AI models in America use. Adding this 40% figure to the total cost of a prompt each prompt costs [---] Wh rather than [---] Wh." I'm not taking a position on the debate but this gets something basic wrong. The training of AI is the crazy resource intensive part not answering queries. I'm not taking a position on the debate but this gets something basic wrong. The training of AI is the crazy resource intensive part not answering queries"
X Link 2025-11-04T02:26Z [----] followers, [---] engagements
"There are [--] test reactors in a DOE program. Several will be tested by July [--] [----]. Is your state ready to take advantage of this nuclear moment"
X Link 2025-11-10T22:18Z [----] followers, [---] engagements
"Some live ideas from both policy and industry: CRE SB132 in Utah (cousin bills in NH WV and OH) HB3970 in Texas Enchanted Rock's Bridge-to-Grid and going off grid https://www.offgridai.us/ https://www.offgridai.us/"
X Link 2025-11-13T05:01Z [----] followers, [---] engagements
"cc: @GideonOPowell / @ts_fisher It'd be interesting to actually see the Morgan Stanley note and commentary not just this reporting and commentary. https://finance.yahoo.com/news/morgan-stanley-sees-20-shortage-135922617.htmlguccounter=1 https://finance.yahoo.com/news/morgan-stanley-sees-20-shortage-135922617.htmlguccounter=1"
X Link 2025-11-13T05:01Z [----] followers, [---] engagements
"Perfect. No notes"
X Link 2025-11-24T22:00Z [----] followers, [--] engagements
"Keep your marriage together. Read the oped here: https://www.duluthnewstribune.com/opinion/columns/pro-con-embrace-data-centers-new-economic-foundations https://www.duluthnewstribune.com/opinion/columns/pro-con-embrace-data-centers-new-economic-foundations"
X Link 2025-11-24T22:00Z [----] followers, [--] engagements
"In this editorial the Tribune asks if @SpencerJCox knows that Trump has "undermined" renewable energy. They cite to a CNN article in which Gov. Cox is cited as criticizing exactly those actions As we watch with equal measures of hope and suspicion Coxs love affair with nuclear power bloom heres what Utah needs to see and hear writes The Salt Lake Tribune editorial board. https://t.co/Gz0TZoe81n As we watch with equal measures of hope and suspicion Coxs love affair with nuclear power bloom heres what Utah needs to see and hear writes The Salt Lake Tribune editorial board."
X Link 2025-12-02T06:10Z [----] followers, [----] engagements
"This editorial is absolutely trash. If you can get past that leading and embarrassing problem of misrepresenting Gov. Cox's responses on the solar farm then it'd still be hard to fit all the problems with it into a response piece. A sampling of the problems: - Negative polarization on nuclear because an R is in office - Confusing energy with weapons - Can't read the room - Ignorant of the dominant strain of environmentalism's opposition towards nuclear and so re-entrenches exactly those histories - Milquetoast and reluctant acknowledgement of nuclear's climate benefits - "What about the"
X Link 2025-12-02T06:10Z [----] followers, [--] engagements
"Here's the correction draft for you @sltrib: "In our November [--] editorial we incorrectly said that Governor Cox is unaware of renewable energy project cancellations by the Trump administration. We regret the error and would point readers to the CNN article we linked in the editorial. It includes a quotation from Governor Cox criticizing said renewable energy cancellations. We hope to do better at reading the reporting we rely on in the future.""
X Link 2025-12-02T06:10Z [----] followers, [--] engagements
"In large load tariff conversations there are too few mentions of: - Competition - Choice - Restructuring / divestiture In large part the worries about cost-shifting around new load and generation are the inevitable fault of poor legislative design. @ShanuMathew93 How many of them have proposed that new large loads be allowed to shop for electricity supply @ShanuMathew93 How many of them have proposed that new large loads be allowed to shop for electricity supply"
X Link 2025-12-02T08:02Z [----] followers, [----] engagements
"Well it's ok to get excited We should celebrate the innovation and opportunity here. There are [--] being tested in [---] days in Atomic City Idaho. July [--] [----]. This used to be what DOE did. To put it in more poetic terms it is the nuclear development that America used to do Agreed however it's good not to put all of your eggs in one basket. A networked system with diverse resources is worthwhile"
X Link 2025-12-03T21:13Z [----] followers, [---] engagements
"I will eventually get around to writing a long list of nice things about Tim Gregory's Going Nuclear book. Until then here are a few selections:"
X Link 2025-12-09T20:24Z [----] followers, [--] engagements
"It's a fun read a good Christmas gift for wonks and teens that want to save the world"
X Link 2025-12-09T20:24Z [----] followers, [--] engagements
"With their record this means data centers will lower emissions. Regulation of AI data centers is common sense from both climate and economic perspectives We're proud to speak out for a moratorium on new data centers. https://t.co/BPhF85fnk9 Regulation of AI data centers is common sense from both climate and economic perspectives We're proud to speak out for a moratorium on new data centers. https://t.co/BPhF85fnk9"
X Link 2025-12-10T16:44Z [----] followers, [---] engagements
"If you combine prudent budgeting and management then you can see huge benefits from data centers. The recent LBNL report's analysis showed load growth was likely driving down rates but the public conversation mixes this up all the time. https://www.governing.com/infrastructure/why-we-should-learn-to-love-data-centers https://www.governing.com/infrastructure/why-we-should-learn-to-love-data-centers"
X Link 2025-12-16T18:36Z [----] followers, [---] engagements
"FWIW the barriers to supply should be central in state responses to data centers. Make sure that new suppliers can come to market It's also something that the LBNL authors pointed out about PJM and data centers"
X Link 2025-12-16T18:36Z [----] followers, [--] engagements
"Finally if you want to protect consumers then you really should also be taking pieces of advice like this from Travis to insulate them from the inherent uncertainty in load growth: https://x.com/TKavulla/status/2000741277801849089 The simple solution of the supply of power to data centers Regulated utilities should not even be in that business: https://t.co/o1KXMxP7DS https://x.com/TKavulla/status/2000741277801849089 The simple solution of the supply of power to data centers Regulated utilities should not even be in that business: https://t.co/o1KXMxP7DS"
X Link 2025-12-16T18:36Z [----] followers, [--] engagements
"@QuetzalThoughts Your fears were misplaced. Worse they are the kind of high-status signaling that is boring"
X Link 2025-12-17T19:09Z [----] followers, [--] engagements
"@fredstaffordcs Plenty of folks dislike utilities cost of service regulation and think capacity markets are bad policy. You got plenty of this from R Street. Then the folks at @DER_Task_Force have done a bunch on wanting full strength prices"
X Link 2025-12-21T20:55Z [----] followers, [--] engagements
"@fredstaffordcs @DER_Task_Force Consider as well that monopolies have been paying high prices for capacity for a long time (but I haven't pulled numbers to check if this holds for the most recent auction). https://www.rstreet.org/commentary/pjm-capacity-auction-reveals-market-advantages-and-room-for-improvement/ https://www.rstreet.org/commentary/pjm-capacity-auction-reveals-market-advantages-and-room-for-improvement/"
X Link 2025-12-21T20:58Z [----] followers, [--] engagements
"Are you finding much of interest Kahn has me well-convinced here. But it's also clearly popular among corners of the policy conversation. It smells at times like the kind of topic that is too heterodox to be respected by the consensus folks. I think of it as a folk economics fascination. I've rarely met a practitioner who doesn't appreciate the design. FT recently ran a really bad oped by a solar guy about why paying the clearing price is bad (in his UK-inspired story because it means that gas sets a higher price that they all make). Yet in the US I've mainly seen fossil interests want to"
X Link 2025-12-22T04:13Z [----] followers, [---] engagements
"I did not expect the overlap. Incredible pairing"
X Link 2026-01-03T04:05Z [----] followers, [---] engagements
"I'm legitimately surprised that I can't find any mentions of Jacobs in Mokyr's work. Some choice bits of Jacobs: "In short economic development no matter when or where it occurs is profoundly subversive of the status quo.""
X Link 2026-01-03T04:05Z [----] followers, [--] engagements
""Routine occupational doses will always be greater than or equal to those received by the surrounding public. Yet according to Idaho National Laboratory even most of the closely monitored US nuclear workers receive no measurable annual dose and those who do receive a dose average equal to only [--] percent of the occupational limit. By the simple physical reality that the public stands at a greater distance beyond the physical barriers of nuclear facilities and is exposed to radioactive materials that first undergo environmental dilution its members cannot receive more radiation than the nuclear"
X Link 2026-01-05T18:05Z [----] followers, [--] engagements
"See Adam's breakdown here: https://x.com/Dr_A_Stein/status/2007166037968695616 In nuclear safety we spend too much time chasing statistical ghostsdeploying studies that cannot resolve risk instead of governing the risks that actually matter. Today @BulletinAtomic published my article with @PeterJamesSeel on this exact problem. https://t.co/NRdY4Vu18P https://x.com/Dr_A_Stein/status/2007166037968695616 In nuclear safety we spend too much time chasing statistical ghostsdeploying studies that cannot resolve risk instead of governing the risks that actually matter. Today @BulletinAtomic published"
X Link 2026-01-05T18:06Z [----] followers, [--] engagements
".@AlexEpstein says demand from AI and datacenters will likely lower the cost of energy: "New demand does not inherently increase electric prices. In fact usually it decreases electricity prices because you have relatively the same amount of capital spending spread out over more https://t.co/azef0Mqr68 .@AlexEpstein says demand from AI and datacenters will likely lower the cost of energy: "New demand does not inherently increase electric prices. In fact usually it decreases electricity prices because you have relatively the same amount of capital spending spread out over more"
X Link 2026-01-07T01:34Z [----] followers, [----] engagements
"Last year's Utility Dive is today's TBPN https://www.utilitydive.com/news/ai-data-centers-colocation-grid-reliability-interconnection-texas/745176/ https://www.utilitydive.com/news/ai-data-centers-colocation-grid-reliability-interconnection-texas/745176/"
X Link 2026-01-07T01:34Z [----] followers, [---] engagements
"If you are worried about the impact of data centers on grandma's electricity bill then you should be working on: - retail choice so large loads don't socialize costs through monopoly utilities and are allowed to bring their own power - permitting reform to make building more supply or transmission cheaper and faster - encouraging experiments with flexibility and novel interconnection structures - nuclear reforms to get us back to the American tradition of building nuclear swiftly safely and cheaply - capacity market reforms to better inform entrepreneurs about where new supply is most"
X Link 2026-01-10T21:14Z [----] followers, [---] engagements
"Buyers and sellers should be free to buy and sell. Electricity policy has all sorts of complications. But this particular issue comes down to that simple idea. RTOs should be robust and antifragile markets that affordably and reliably meet demand. They should not be about gathering permission slips. Saying we have to make electricity markets even less like other markets is shortsighted and counterproductive. It will hurt consumers We will not be better able to build new generation nor make electricity affordable if we require these kinds of additonality elements before building new load."
X Link 2026-01-10T21:14Z [----] followers, [--] engagements
"Agreed for the most part. I wouldn't fully agree that monopoly utilities should absolutely not be involved in the data center market. But I am sympathetic to the idea because it is an easy and effective way to protect customers. Our history of load growth predictions leading to overinvestment by utilities + customers picking up the bill should make every PUC more than cautious. It should make every PUC push their state legislature for retail choice options I do think my affection for the market is not fully shared by Xiao but he can speak for himself Haha"
X Link 2026-01-10T23:17Z [----] followers, [--] engagements
"An interesting component of this is going to be the grid upgrade costs. RRI the initiative speedrunning gas and the TMI restart costs $3B in grid system upgrades. Also those upgrades take several years. So if we give priority interconnection for a bunch of new generation is likely to cost as much or more. Yes Unfortunately the article is paywalled but the details of this are going to be fascinating including what authority is being used to force loads and prospective generators to participate. I foresee big expensive risk premiums . . . Unfortunately the article is paywalled but the details"
X Link 2026-01-16T03:27Z [----] followers, [---] engagements
"It's worth rereading this in light of the White House and bipartisan Govs announcement today. Anyways I remain unconvinced that having some bureaucrats sit in a room and try to decide the right "number" for an industry that may be either a heads or tails proposition in the study period is the right way to do things. Anyways I remain unconvinced that having some bureaucrats sit in a room and try to decide the right "number" for an industry that may be either a heads or tails proposition in the study period is the right way to do things"
X Link 2026-01-16T17:12Z [----] followers, [---] engagements
"What about the energy folks Hmmm. https://x.com/ShanuMathew93/status/2012062395078779325 CreditSights analysis: utilities have [---] GW of firm data center connections committed (not counting pipeline) vs [--] GW net demand growth forecast by [----]. Roughly 2x projected need. Gas futures curve is also downward sloping. Energy sector doesn't appear to be betting on a https://t.co/1XuNJbW8O8 https://x.com/ShanuMathew93/status/2012062395078779325 CreditSights analysis: utilities have [---] GW of firm data center connections committed (not counting pipeline) vs [--] GW net demand growth forecast by 2030."
X Link 2026-01-16T19:26Z [----] followers, [---] engagements
"Yeah. Kleit and Aagaard are only looking at pre-load growth era. Historically PJM did worse at predicting actual needs than NYISO. Certainly not a guarantee of future performance. But on that front none of the capacity markets did a good job And there's still a lot of uncertainty in the other energy markets about where it's real. https://twitter.com/i/web/status/2012593083926688051 https://twitter.com/i/web/status/2012593083926688051"
X Link 2026-01-17T18:29Z [----] followers, [--] engagements
"Arizona has nine SMR and nuclear bills up for consideration State policy rocks. You can do in [--] weeks what takes [--] years at the federal level"
X Link 2026-01-18T20:06Z [----] followers, [----] engagements
"Lots of good ideas to remove vetocracy: - Exempt SMRs from environmental review if they're co-located with industrial users - Preempt local zoning with limitations - Exempt co-located SMRs from certain siting review requirements - Starts study processes for the effects of SMRs on Arizona - Starts a study process to find mining opportunities related to nuclear fuel supply https://twitter.com/i/web/status/2012980041911848979 https://twitter.com/i/web/status/2012980041911848979"
X Link 2026-01-18T20:06Z [----] followers, [--] engagements
"Thanks to @sarahalicerosa for helping put together a list of state-level options to lay the groundwork for a nuclear future. @sarahalicerosa @smithtjosh https://t.co/mKor7cJ4dr @sarahalicerosa @smithtjosh https://t.co/mKor7cJ4dr"
X Link 2026-01-20T17:36Z [----] followers, [---] engagements
"The low-hanging fruit has been to include nuclear as a clean energy source in state clean energy mandates but. If you're an advocate for a nuclear future then you should be co-opting that momentum into real meaningful reforms. That means streamlining permits and removing veto points. https://twitter.com/i/web/status/2013666938577396151 https://twitter.com/i/web/status/2013666938577396151"
X Link 2026-01-20T17:36Z [----] followers, [--] engagements
"When utilities do completely normal things now like issue conservation requests on peak days data centers are getting blamed. Feels like being the one guy in Salem that wasn't into the witch hunts. There are these weird folk theories of data centers developing where people have "heard stories" of towns being abandoned bc they suck the water dry. Feels like a pre-telegraph way of thinking like you hear rumors of something bad far away and the rumors spread around your town. https://t.co/C9BPRbK5Rf There are these weird folk theories of data centers developing where people have "heard stories""
X Link 2026-01-20T18:50Z [----] followers, [---] engagements
"Every dollar given every media mention every bit of attention the anti-data center folks get would be better spent fighting the corn ethanol mandate"
X Link 2026-01-20T18:58Z [----] followers, [---] engagements
"@SlBrandin Give me a world of both"
X Link 2026-01-21T17:02Z [----] followers, [--] engagements
"Make me like Mike @MichaelGiberso3 is in my email inbox noting that @axios updated their chart to a 1% increase after adjusting for inflation because of his fact check 👀 https://t.co/qNmGA0R3Gu 👀 https://t.co/qNmGA0R3Gu"
X Link 2026-01-21T17:58Z [----] followers, [---] engagements
"1 in [--] planned data centers will have 100% onsite gen by [----] according to the report. In April [----] that was only [--] in [---] planned data centers. Texas is poised to become the largest home for data centers in the country within the next three years as artificial intelligence continues to boom according to a report published Tuesday. https://t.co/btbgxgCo14 Texas is poised to become the largest home for data centers in the country within the next three years as artificial intelligence continues to boom according to a report published Tuesday. https://t.co/btbgxgCo14"
X Link 2026-01-25T01:30Z [----] followers, [---] engagements
"I'm sympathetic to this concern about [--] regulators. But in a situation where the [--] regulator has helped kill nuclear it's more a grant of clemency than death by a thousand cuts. And there's a great deal that states will do together. As Utah has been doing with its neighbors and through the WGA's energy initiative this year. A great deal of standardization will also happen if and when we get successful advanced reactors. States adopt good ideas from each other all the time. https://twitter.com/i/web/status/2016004040250032181 https://twitter.com/i/web/status/2016004040250032181"
X Link 2026-01-27T04:23Z [----] followers, [---] engagements
"Am I right that it is effectively anticompetitive to charge only non-spinning gens for frequency control services Or is that common practice and accepted (Maybe that's also not what Xiao is suggesting.) Everyone benefits from frequency control and ancillary services. I'm not sure it makes sense to tag new entrants to the market with the cost https://twitter.com/i/web/status/2017634564802547874 https://twitter.com/i/web/status/2017634564802547874"
X Link 2026-01-31T16:22Z [----] followers, [--] engagements
"Off-grid development around 1GW. Millard County Utah 4GW in the future"
X Link 2026-02-10T23:20Z [----] followers, [----] engagements
"Note the shout-out to SB132 as a success for protecting ratepayers by introducing (1) competition so data centers can bring their own gen and (2) allowing off-grid Both great elements of a bill that cracked open the monopoly in Utah"
X Link 2026-02-10T23:20Z [----] followers, [---] engagements
"The reporting could have done with a bit more optimism. IEA projection's is that AI uses are ultimately climate positive Juxtapose that with the local costs and you have something much more interesting. https://www.sltrib.com/news/environment/2026/02/09/utahs-data-centers-may-consume/fbclid=IwdGRleAP4mURleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEevfbuISSmc2X8IWgjbblU9CqMYas3klsFgh4vyG_06LwlDvo5n0mITE-pXBg_aem_362indDSvG4j8k2ZFufnJA https://www.iea.org/reports/energy-and-ai/ai-and-climate-change"
X Link 2026-02-10T23:20Z [----] followers, [---] engagements
"@drajem @atrembath @TheBTI So uh doesn't this just validate that when the facts change the folks at @TheBTI change their minds The IRA was pretty mediocre policy. They suggested better policy. This dust-up has been one of the strangest to watch from the outside"
X Link 2026-02-10T23:25Z [----] followers, [--] engagements
"@notesonwriters @akoustov @timurkuran Buy the book and find out"
X Link 2026-02-01T17:54Z [----] followers, [--] engagements
"Three key points: 1) Grid governance should move further towards energy-only systems. 2) The right governance for the grid is tech-neutral. 3) Capacity markets are cures worse than the disease"
X Link 2024-07-05T18:41Z [----] followers, [----] engagements
"Is this correct Based on actually data Or is it a projection Datacentres now account for 7% of US electricity demand https://t.co/6AojVY5RvB Datacentres now account for 7% of US electricity demand https://t.co/6AojVY5RvB"
X Link 2026-02-13T18:35Z [----] followers, [---] engagements
"Datacentres now account for 7% of US electricity demand"
X Link 2026-02-12T17:07Z [----] followers, 696.7K engagements
"Assuming it is correct it's a sizable increase as the [----] DOE report suggested we'd hit 7% as its lower-bound by [----]. So we're some years ahead of schedule"
X Link 2026-02-13T18:36Z [----] followers, [--] engagements
"I think it might be reporting computing as a whole with data centers. And certainty lots of folks assuming it's all AI demand in responses"
X Link 2026-02-13T18:36Z [----] followers, [--] engagements
"Weve been revolved again @smithtjosh"
X Link 2026-02-12T15:13Z 12.7K followers, [---] engagements
"More offshore wind capacity was actually canceled or delayed under Biden than under Trump often because of regulatory obstruction. Passing durable bipartisan permitting reform is a response to the Administrations energy policies not a surrender to them. New @TheBTI:"
X Link 2026-02-11T19:59Z 12.7K followers, [----] engagements
"A measure to ban nuclear waste storage in Wyoming unless affirmed by a vote of the people failed to receive the required two-thirds vote in the state House. It would have required a public vote for each storage faciltity A huge barrier Article link in reply. Thank God. I have little patience for policies that treat nuclear differently than any other energy source or industry. Hurdles for a clean source but no such hurdles for dirty ones. A reference to safely store nuclear waste requires a referendum but it's OK to simply heap mercury arsenic and lead bearing coal ash into piles is OK (WY is"
X Link 2026-02-11T17:04Z [----] followers, [---] engagements
"Another aspect of this off-grid development is that it's sandwiched between Pacificorp and a co-op. They're maximizing opportunities to buy and sell power in the future if they integrate with the rest of the system. Off-grid development around 1GW. Millard County Utah 4GW in the future. https://t.co/9zkyW6Rbr8 Off-grid development around 1GW. Millard County Utah 4GW in the future. https://t.co/9zkyW6Rbr8"
X Link 2026-02-11T02:17Z [----] followers, [---] engagements
"Off-grid development around 1GW. Millard County Utah 4GW in the future"
X Link 2026-02-10T23:20Z [----] followers, [----] engagements
"The reporting could have done with a bit more optimism. IEA projection's is that AI uses are ultimately climate positive Juxtapose that with the local costs and you have something much more interesting. https://www.sltrib.com/news/environment/2026/02/09/utahs-data-centers-may-consume/fbclid=IwdGRleAP4mURleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEevfbuISSmc2X8IWgjbblU9CqMYas3klsFgh4vyG_06LwlDvo5n0mITE-pXBg_aem_362indDSvG4j8k2ZFufnJA https://www.iea.org/reports/energy-and-ai/ai-and-climate-change"
X Link 2026-02-10T23:20Z [----] followers, [---] engagements
"🤔 Wondering if anyone on this large load tariff panel will bring up allowing large loads to procure their own generation as alternative to taking service from monopoly. Would put gen risk on large loads rather than ratebase and avoid some of these contract terms. #NARUCWinter26 Wondering if anyone on this large load tariff panel will bring up allowing large loads to procure their own generation as alternative to taking service from monopoly. Would put gen risk on large loads rather than ratebase and avoid some of these contract terms. #NARUCWinter26"
X Link 2026-02-10T23:21Z [----] followers, [--] engagements
"Wondering if anyone on this large load tariff panel will bring up allowing large loads to procure their own generation as alternative to taking service from monopoly. Would put gen risk on large loads rather than ratebase and avoid some of these contract terms. #NARUCWinter26"
X Link 2026-02-10T16:23Z [----] followers, 10.2K engagements
"We're energized to welcome @NiconomistLoris as an Energy Fellow ⚡ Nick is President of Policy at @C3SolutionsNews and he studies and writes about a wide range of energy and climate policies. Welcome Nick"
X Link 2026-02-09T15:29Z [----] followers, [----] engagements
"RT @BryceTheNoble: "Ultimately data centers are not a burden but a critical engine of prosperity. States that modernize their regulatory f"
X Link 2026-02-05T16:39Z [----] followers, [--] engagements
""Ultimately data centers are not a burden but a critical engine of prosperity. States that modernize their regulatory frameworks will attract high-value investment and secure leadership in the digital economy." Were going to hold data centers accountable to strict standards if they want Pennsylvanias full support. Under my plan well require data centers to: [--]. Pay for their own power generation not pass on costs to Pennsylvanians. [--]. Be transparent with the local community on Were going to hold data centers accountable to strict standards if they want Pennsylvanias full support. Under my plan"
X Link 2026-02-05T16:00Z [---] followers, [---] engagements
"Were going to hold data centers accountable to strict standards if they want Pennsylvanias full support. Under my plan well require data centers to: [--]. Pay for their own power generation not pass on costs to Pennsylvanians. [--]. Be transparent with the local community on what theyre doing. [--]. Hire and train local workers. [--]. Commit to protecting our environment"
X Link 2026-02-04T15:29Z 365.7K followers, 58.5K engagements
"Or if we really wanna get serious you have the FCC's spectrum auctions which awards its scarce resource to a highest bidder. Imagine Such an approach here would fully fund any transmission expansion and probably rebate substantial revenues back to all other Texas customers"
X Link 2026-02-04T22:25Z 13.2K followers, [---] engagements
"RT @Allinallnotbad: Big potential win for Indiana here. NRC requirements provide more than enough safety for nuclear facilities"
X Link 2026-02-05T01:35Z [----] followers, [--] engagements
"Big potential win for Indiana here. NRC requirements provide more than enough safety for nuclear facilities. Indiana just advanced one of the most consequential state nuclear reforms in years. SB [---] has passed the Senate and cleared a House committee (not law yet). It strips out Indianas state-level nuclear permitting environmental rulemaking and public hearing https://t.co/9Rd9WglALk Indiana just advanced one of the most consequential state nuclear reforms in years. SB [---] has passed the Senate and cleared a House committee (not law yet). It strips out Indianas state-level nuclear"
X Link 2026-02-04T15:33Z [---] followers, [---] engagements
"Indiana just advanced one of the most consequential state nuclear reforms in years. SB [---] has passed the Senate and cleared a House committee (not law yet). It strips out Indianas state-level nuclear permitting environmental rulemaking and public hearing requirements.effectively deferring almost entirely to the NRC for nuclear siting and licensing. Indiana is removing redundant regulatory layers so it wont run a parallel approval process on top of federal nuclear regulation. This directly lowers soft costs legal risk and project timelinesexactly the barriers that slow SMRs microreactors and"
X Link 2026-02-04T14:31Z [----] followers, [----] engagements
"Ed Lyman (@NucSafetyUCS) and his colleagues in the nuclear opposition camp are gnashing their teeth at efforts to enable rapid prototyping of advanced reactor designs. Their latest objection is aimed at the DOE's decision to use its authority under [--] CFR Part [----] Subpart D Appendices A and B to create a categorical exclusion under the National Environmental Policy Act (NEPA) for advanced reactors built on federal (DOE/DOW) sites. This CX decision means that advanced reactors will not need either an environmental impact statement or an environmental assessment. The logic is that the reactors"
X Link 2026-02-04T12:52Z 17.5K followers, [----] engagements
"Nuclear⚡ is one of the technologies driving Operation Gigawatt Utahs strategy to double the production of affordable reliable power across our state. More here: https://www.sltrib.com/opinion/letters/2025/12/21/letter-miss-after-miss-tribune/ https://www.sltrib.com/opinion/letters/2025/12/21/letter-miss-after-miss-tribune/"
X Link 2026-02-04T16:48Z 44.5K followers, [----] engagements
"RT @MichaelGiberso3: You see folks blaming RTOs for high electricity prices and proposing a return to traditionally rare-regulated monopoli"
X Link 2026-02-04T01:00Z [----] followers, [--] engagements
"You see folks blaming RTOs for high electricity prices and proposing a return to traditionally rare-regulated monopolies but for [--] years it has been the still rate-regulated parts of the system driving rates higher"
X Link 2026-02-03T13:56Z [----] followers, [----] engagements
"https://frontierinstitute.org/montana-data-centers-separating-fact-from-fiction/ https://frontierinstitute.org/montana-data-centers-separating-fact-from-fiction/"
X Link 2026-02-03T19:18Z [----] followers, [---] engagements
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