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Simon Mahan

@simonmahan.bsky.social

5881 Followers

2343 Following

I'm here for the energy memes.

  1. New Tech: trend, or hype? Does it follow the high cost/niche application to low cost/ubiquitous trend for technology growth rates? Here's solar as an example. Tesla's "Master Plan" follows this. It's why I'm skeptical of near-term SMR's that aren't on the moon/military ships.

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  2. "The first is a proposal to spend roughly $15 billion to add about 8,000 megawatts of power between 2028 and 2031....The second component is a request to add about 2,000 more megawatts...by 2027." www.ajc.com/business/202...

    Georgia Power is planning to build new gas-burning units and add more battery storage as part of a historic expansion of its generation fleet, mostly to serve data centers.

    Georgia Power’s massive data center expansion includes a lot of gas

    Georgia Power is planning to build new gas-burning units and add more battery storage as part of a historic expansion of its generation fleet, mostly to serve data centers.

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  3. New Google announcement: "we’ve developed new capabilities to shift compute tasks - and most notably ML workloads - to help meet the world’s growing energy needs while minimizing the time and costs required to add new generation to the system" w/TVA etc www.linkedin.com/posts/michae...

    TL;DR: Today Google is sharing some promising updates on our progress to help rapidly support AI growth - without the added time and costs to build new generation or transmission - by making our machi...

    TL;DR: Today Google is sharing some promising updates on our progress to help rapidly support AI growth - without the added time and costs to build new generation or transmission - by making our… | Mi...

    TL;DR: Today Google is sharing some promising updates on our progress to help rapidly support AI growth - without the added time and costs to build new generation or transmission - by making our machi...

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  4. You can’t power a state on fantasy. Nuclear: 10–15 years out Coal: No new builds planned, anywhere Gas: 5–7 year delays States banning solar & wind are picking losers—and guaranteeing failure.

    When gas finds out they're the only resource a state will allow, prices skyrocket.

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  5. I was at a fancy energy junket and the divide between the politicians/consultants and actual energy industry people was exactly knowing the lag time on a gas plant.

    "If greenfield power plants take two and half to three years to get built and you cannot get a gas turbine until 2030, when are you going to be online?  In 2032 or 2033. I have data centers hoping to open in 2026 and 2027. How are we going to bridge this?" www.projectfinance.law/publications...

    The federal government is making a concerted effort to promote construction of new power plants that burn fossil fuels.

    The Shift Back to Gas | Norton Rose Fulbright

    The federal government is making a concerted effort to promote construction of new power plants that burn fossil fuels.

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  6. "Tenaska can't get a gas turbine until 2030. How are we going to meet all of this demand in Georgia? " ..." the big issues in Georgia is lack of firm transportation for gas. We can get intermittent gas, but the pipelines cannot commit to firm deliveries." www.projectfinance.law/publications...

    The federal government is making a concerted effort to promote construction of new power plants that burn fossil fuels.

    The Shift Back to Gas | Norton Rose Fulbright

    The federal government is making a concerted effort to promote construction of new power plants that burn fossil fuels.

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