Brendan Pierpont
Energy and climate nerd. Electricity @energyinnovation.bsky.social. Views are my own.
- Let's be real: if Republicans pass the House budget bill as is, it will murder the US nuclear industry, ruin our chances of winning the AI race (by constraining power supply), concede the global auto sector to China, and vaporize about half a trillion dollars of US manufacturing investment...
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- "o3, show me a photo of the most stereotypical X and LinkedIn feeds as seen on a mobile device. Really lean into it."
- "Now do BlueSky"
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- Proposed changes to the Inflation Reduction Act's tax credits, along with recissions to DOE's Loan Program Office funds would, would ultimately kill new nuclear projects in the US and put the nuclear industry resurgence at risk. See more at: yardsale.energy?p=43
- Rhodium finds the complicated House tax proposal would be as disastrous as outright repeal of the clean energy tax credits. • Raises household energy spending. • Raises prices of gasoline and natural gas. • Raises oil imports. • Slashes deployment of clean electricity and electric vehicles.
- Completely agree with Robbie here. There seems to be a lot of wishful thinking or hot takes that the FEOC language isn't so bad. As someone who spent the last 2 years trying to implement much simpler, more straightforward language for vehicle batteries, I'm here to say: that is wrong.
- Every single investor memo I’ve seen so far has completely misread the “material assistance” FEOC language from Ways and Means and drastically understated its potential impact. @robinsonmeyer.bsky.social got it dead on in his piece today. Suggest everyone read it. heatmap.news/politics/hou...
- The House GOP says it wants to phase out key US clean energy tax credits at the end of this decade. But a closer look reveals that its proposal would essentially gut the tax credits, immediately. I wrote about the three ways that the GOP bill quietly repeals the IRA: heatmap.news/politics/hou...
- “The proposal might look, at first, like a cautious paring back of the tax credits … but [it] amounts to a backdoor repeal of the policies” @robinsonmeyer.bsky.social breaks down how the House GOP is trying to gut the nation’s clean electricity tax programs Link: heatmap.news/politics/hou...
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- People who predicted a "surgical" approach from Republicans should take this as an opportunity to scrutinize their priors.
- The House Ways & Means committee announced its first draft of cuts to the Inflation Reduction Act today. The changes amount to a backdoor repeal of the law: heatmap.news/politics/way...
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- Very timely: new Q1 2025 Clean Investment Monitor out today www.cleaninvestmentmonitor.org/reports/q1-2... Shows a cool half a trillion dollars in announced projects and more than 100,000 jobs across 2,217 facilities currently threatened by potential IRA repeal.
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- There is not a single congressional district in the U.S. where more than 15% of voters support cuts to Medicaid.
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- Repealing the Inflation Reduction Act means you're doing Inflation Production, so you want to fix in those electricity rates
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- I always thought that industry had limited electrification potential. How wrong I was: Once I looked into it in more detail I found that the potential is huge. 90% of industrial process heat could be electrified in Europe by 2035. That is what analysis for @agoraind.bsky.social says.
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- The House Republican's budget bill is starting to drop. It extends trillions in tax cuts for the wealthy while effectively crippling US manufacturing & energy industries and raising energy costs. It's effectively full repeal of the IRA. Here's tax portion waysandmeans.house.gov/wp-content/u... 🔌💡
- Here is a rundown of exactly how the GOP proposal would change every clean energy tax credit. While it looks like a bunch of nips and tucks, it's probably more akin to a full repeal. More analysis from us to come. heatmap.news/politics/way...
- The 90-day pause on China tariffs is the largest reduction in tariffs since Trump took office, by far, but it still leaves tariffs significantly higher than they were on April 2nd and eight times as high as before he took office
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- My gas bill was 67% basic charge this month. Can't wait to electrify everything in my house to get away from that.
- For academics that are skeptical about AI's ability to provide perceptive & useful results, a fast way to test your assumptions is to give one of your papers as a PDF to o3 (or Gemini 2.5 but it lacks some tools), with the prompt: "critique this paper" I have found very good accuracy & insight...
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- Our energy modeling lead, Bryan Murray, studies electrical grid controls…in Spain! He needs to get something off his chest about the #blackout last week: PV & batteries did not cause the Iberian blackout. In fact they will be more crucial for grid stability going forward. Here's why #energysky (1/9)
- Viable Post-LLM Pedagogical Strategy: – In-person, active learning only – One-on-one instruction – Examination via practical tasks – No lectures, just enigmatic remarks – Classes offered only in Swamp – Breaks for intensive physical exercise – Hit obstreperous droids with walking stick
- Would you like a short video of dawn on the offshore wind turbines off of the coast of the Netherlands, from a plane?
- Touring Great Britain’s energy sector to learn about Flexibility with seven super sharp state commissioners. Hot takes coming soon. #EnergySky
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- Ooo, a lunchtime show
- If anyone wants to hear a bunch of power system experts talk about what we know about the Iberian blackout and what we don't, EPRI has you covered: www.youtube.com/watch?v=LNSt...
- While again this is very preliminary, one thing that jumps out at me is that most of their renewables run in fixed power factor mode, this is because generally utilities can only bill/get paid for watts, not VARs - I submit we should be encouraging reactive support better than the market does today
- Not blaming that for this event but I do think it's another case of regulations etc not treating renewables like backbone features of the grid the way they are going to need to be
- #energysky check out @energyinnovation.org @brendan.bsky.social @ericgimon.bsky.social breakdown of what happened in the #spain and Portugal outage, and what it means (or doesn't mean) for the energy transition: thepowerline.substack.com/p/who-done-i... And Subscribe to our Substack The Power Line!
- I’m out here failing the Turing test every damn day bro
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- There once was a PJM queue Where gas sat with nothing to do Till they fudged all the math, Invoking the wrath Of people like me and like you
- There once was a gal from the Catskills Who had some lyrical mad skills Asked if she was a poet She said "Oh don't you know it, My writing pays all of my pad's bills"
- Great resource. I will not be surprised when it shows a few months later what a dismal failure #Trump 's #trade policies are towards their stated goals. As I noted here: medium.com/@croselund/t... And as @jwmason.bsky.social has also noted.
- This Trade Policy Dashboard from @innovateeconomy.bsky.social is an excellent collection of stats on the US economy and impacts of trade policies: eig.org/trade-policy...
