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I asked John McQueeney why ERCOT landed on 75 megawatts as the threshold for large-load review. His explanation was interesting: at that level, sudden changes in load meaningfully impact grid operations in the ERCOT control room.

Chris Powers

163,334 subscribers

14,187 просмотров • 2 месяцев назад •via X (Twitter)

Anya Rossi• Live Now

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The demand for energy across all of Texas is outpacing the state’s generation capacity. In load shed events, all ERCOT members must participate in rolling power outages. I want to be very clear that this is a statewide issue and not a result of generation issues with CPS Energy.

The demand for energy across all of Texas is outpacing the state’s generation capacity. In load shed events, all ERCOT members must participate in rolling power outages. I want to be very clear that this is a statewide issue and not a result of generation issues with CPS Energy.

Ron Nirenberg

131,987 просмотров • 3 лет назад

TeraWulf $WULF CFO last week on McNallie Money explaining why they haven't expanded their data center portfolio to the ERCOT region of Texas: "If you think you're getting power (from ERCOT) in 2028 or 2029... you better have some politically connected people in your corner or you're not getting power". A little tongue in cheek nod at Galaxy $GLXY? - Galaxy appointed Texan Doug Deason to their board last summer - Shortly after, Galaxy CEO Mike Novogratz met with Texas Governor Greg Abbott (pic below) - Galaxy was awarded 830MW of power by ERCOT last month (seemingly the only data center developer to receive ERCOT approval for such a massive tranche of power recently) Just how valuable might those 830MW be? $GLXY $WULF

TeraWulf $WULF CFO last week on McNallie Money explaining why they haven't expanded their data center portfolio to the ERCOT region of Texas: "If you think you're getting power (from ERCOT) in 2028 or 2029... you better have some politically connected people in your corner or you're not getting power". A little tongue in cheek nod at Galaxy $GLXY? - Galaxy appointed Texan Doug Deason to their board last summer - Shortly after, Galaxy CEO Mike Novogratz met with Texas Governor Greg Abbott (pic below) - Galaxy was awarded 830MW of power by ERCOT last month (seemingly the only data center developer to receive ERCOT approval for such a massive tranche of power recently) Just how valuable might those 830MW be? $GLXY $WULF

Rittenhouse Research

34,874 просмотров • 6 месяцев назад

This was the moment a Boeing 727 landed at Doncaster Sheffield Airport. It's the first time in for years that a large jet has landed on the runway! Read more:

This was the moment a Boeing 727 landed at Doncaster Sheffield Airport. It's the first time in for years that a large jet has landed on the runway! Read more:

BBC Sheffield

16,229 просмотров • 3 месяцев назад

$IREN: Fake vs Real Power Something that appears to be overlooked by the broader $IREN investor community, and especially by analysts, is the recent set of ERCOT (Texas grid) changes. For a long time, most data center developers could purchase random parcels of land, or secure land through option agreements, and then claim they had a “multi-GW” power pipeline in Texas. Somewhere in the footnotes, they would then clarify: *Pending grid studies, interconnection agreements, and ERCOT approvals.* It used to be difficult to distinguish between what was “real” power and what was, at best, aspirational. That was especially true for projects already halfway through the process, such as those that had partially completed grid studies but had not yet secured the remaining approvals. This led to a tsunami of “fake” power claims from operators across the industry, many of whom used inflated pipeline claims to support their valuation and strengthen their negotiating position. With the new ERCOT changes in place, that is no longer possible. The statewide grid operator has now introduced a new batching system that categorizes projects based on real, tangible progress and the steps they have taken, queuing them accordingly. As of today, it largely comes down to whether your project is in “batch 0, base load”. If you are not in this initial batch, you can effectively kiss your project goodbye until, at the very earliest, 2028. For the first time, counterparties (i.e., customers) and investors alike can distinguish between what is real and what is fake, or at best still many years away. This plays directly into $IREN's hands, as it is one of the few operators in the space that has always been straightforward about its power pipeline, only announcing sites that have gone through all the necessary steps and approval requirements. As such, $IREN's Sweetwater 1 & 2 sites are all but guaranteed to be in the first “base” batch, with additional unannounced sites also likely to be part of it. These new changes undoubtedly strengthen $IREN's negotiating position, as the pool of seemingly near term capacity has now shrunk by a meaningful margin.

$IREN: Fake vs Real Power Something that appears to be overlooked by the broader $IREN investor community, and especially by analysts, is the recent set of ERCOT (Texas grid) changes. For a long time, most data center developers could purchase random parcels of land, or secure land through option agreements, and then claim they had a “multi-GW” power pipeline in Texas. Somewhere in the footnotes, they would then clarify: Pending grid studies, interconnection agreements, and ERCOT approvals. It used to be difficult to distinguish between what was “real” power and what was, at best, aspirational. That was especially true for projects already halfway through the process, such as those that had partially completed grid studies but had not yet secured the remaining approvals. This led to a tsunami of “fake” power claims from operators across the industry, many of whom used inflated pipeline claims to support their valuation and strengthen their negotiating position. With the new ERCOT changes in place, that is no longer possible. The statewide grid operator has now introduced a new batching system that categorizes projects based on real, tangible progress and the steps they have taken, queuing them accordingly. As of today, it largely comes down to whether your project is in “batch 0, base load”. If you are not in this initial batch, you can effectively kiss your project goodbye until, at the very earliest, 2028. For the first time, counterparties (i.e., customers) and investors alike can distinguish between what is real and what is fake, or at best still many years away. This plays directly into $IREN's hands, as it is one of the few operators in the space that has always been straightforward about its power pipeline, only announcing sites that have gone through all the necessary steps and approval requirements. As such, $IREN's Sweetwater 1 & 2 sites are all but guaranteed to be in the first “base” batch, with additional unannounced sites also likely to be part of it. These new changes undoubtedly strengthen $IREN's negotiating position, as the pool of seemingly near term capacity has now shrunk by a meaningful margin.

𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬

59,434 просмотров • 4 месяцев назад

Texas energy use is up 25% in 4 years. Load growth is not coming from people moving to Texas. It’s being driven by data centers, the electrification of industry, including oil and gas operations, and cryptocurrency mining. Oncor's filings show it clearly: 🏠 Residential load is growing very slowly, ~1% per year, even with significant population growth. 🏭 Industrial load is exploding. The Far West zone has tripled in the last 8 years. That's not a projection; it’s history through 2024. Looking forward, the interconnection queue is eye-popping: ⚡ The amount of big projects (data centers, Bitcoin mines, factories) wanting to connect to ERCOT is now 188 GW, more than double Texas’ all-time peak of ~85 GW. ⚡ So far, ERCOT has tracked ~7 GW of large loads operating and has another ~13 GW in advanced stages of study and/or interconnection. So yes, growth is dramatic, but much of what is in the queue won't get built. The takeaway: Texas’ load growth is being driven by large industrials and new digital infrastructure, not households. If large loads can be flexible and scale back, switch to batteries, and/or produce power during a small number of scarcity periods, there's lots of available power 98-99% of the hours of the year. We can have a lot more terawatt-hours of consumption while increasing grid reliability and lowering per unit costs – if we get the right regulatory and market structures in place. 🎧 Much more here: #TexasEnergy #txenergy #ERCOT #LoadGrowth #DataCenters #GridReliability #EnergyTransition

Texas energy use is up 25% in 4 years. Load growth is not coming from people moving to Texas. It’s being driven by data centers, the electrification of industry, including oil and gas operations, and cryptocurrency mining. Oncor's filings show it clearly: 🏠 Residential load is growing very slowly, ~1% per year, even with significant population growth. 🏭 Industrial load is exploding. The Far West zone has tripled in the last 8 years. That's not a projection; it’s history through 2024. Looking forward, the interconnection queue is eye-popping: ⚡ The amount of big projects (data centers, Bitcoin mines, factories) wanting to connect to ERCOT is now 188 GW, more than double Texas’ all-time peak of ~85 GW. ⚡ So far, ERCOT has tracked ~7 GW of large loads operating and has another ~13 GW in advanced stages of study and/or interconnection. So yes, growth is dramatic, but much of what is in the queue won't get built. The takeaway: Texas’ load growth is being driven by large industrials and new digital infrastructure, not households. If large loads can be flexible and scale back, switch to batteries, and/or produce power during a small number of scarcity periods, there's lots of available power 98-99% of the hours of the year. We can have a lot more terawatt-hours of consumption while increasing grid reliability and lowering per unit costs – if we get the right regulatory and market structures in place. 🎧 Much more here: #TexasEnergy #txenergy #ERCOT #LoadGrowth #DataCenters #GridReliability #EnergyTransition

Doug Lewin

11,860 просмотров • 11 месяцев назад

Fisigang says "When Githeri Man lined up to vote, nobody questioned his education or asked why he was voting for Uhuru. He was applauded. Now that Ruto is President, a Kalenjin is asked, Why are you voting for Ruto? I thought umesoma. Interesting how the standard changes depending on who you are voting for."

Fisigang says "When Githeri Man lined up to vote, nobody questioned his education or asked why he was voting for Uhuru. He was applauded. Now that Ruto is President, a Kalenjin is asked, Why are you voting for Ruto? I thought umesoma. Interesting how the standard changes depending on who you are voting for."

Ⓝⓖ'ⓞⓡⓞⓡⓘⓔⓣ🐐🇰🇪

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Trump on Balogun's red card: I asked for a review because I didn't think it was a foul. That was not a guy punching somebody in the face.

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Clash Report

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Everyone looked at Gojo as a weapon while Yuji still saw him as his teacher. Notice how the expression on Gojo’s face changes with the energy in the room as he sees the smile on Yuji’s face. Safe to say Yuji was his favorite.

Everyone looked at Gojo as a weapon while Yuji still saw him as his teacher. Notice how the expression on Gojo’s face changes with the energy in the room as he sees the smile on Yuji’s face. Safe to say Yuji was his favorite.

𝙰𝚗𝚒𝚖𝚎 𝙵𝚕𝚒𝚡

351,122 просмотров • 4 месяцев назад

#OnThisDay in 1990 John Barnes showed why #Italia90 was supposed to be his tournament with this brilliant goal as England lost 2-1 to Uruguay at Wembley The control & technique on this is simply marvellous 🎙from John Motson

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80s&90sFootball ⚽

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At the Public Inquiry I was asked about the personal impact of taking on cases such as those of Sheku Bayoh’s death in custody - the racism, the attacks, the abuse & threats

At the Public Inquiry I was asked about the personal impact of taking on cases such as those of Sheku Bayoh’s death in custody - the racism, the attacks, the abuse & threats

Aamer Anwar✊🏾🏳️‍🌈#BlackLivesMatter

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"I was in college in Alabama at 15. I was the landlord. I used to live with four Jamaicans and control people that were 20-30 something years old. I controlled the whole school at 15" 🗣️ Davido on his exposure as a teenager

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𝗔𝗟𝗕𝗨𝗠 𝗧𝗔𝗟𝗞𝗦 📀

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MR. TARIFF in the White House just shifted his explanation for changing leadership in Venezuela to getting the oil. Reality just isn't that simple, as I explained on Newsmax.

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Grant Stern 

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Congratulations to Head Coach John Olive on his 600th win tonight! The ball club was fired up in the locker room after the 67-64 overtime win over San Marcos. Coach Olive’s record in his 26 years at Torrey Pines is now 600-196 (75%). #THEGOLDSTANDARD

Congratulations to Head Coach John Olive on his 600th win tonight! The ball club was fired up in the locker room after the 67-64 overtime win over San Marcos. Coach Olive’s record in his 26 years at Torrey Pines is now 600-196 (75%). #THEGOLDSTANDARD

Torrey Pines Hoops

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Taste Kitchen Bar’s Chef Bowie asked JAY-Z for a review of his food at the Cowboy Carter Houston stop. “Man that shit was fire…. I hadn’t eaten pork in 50 years…. I wasn’t even mad, that’s how good that shit was” 😂

Taste Kitchen Bar’s Chef Bowie asked JAY-Z for a review of his food at the Cowboy Carter Houston stop. “Man that shit was fire…. I hadn’t eaten pork in 50 years…. I wasn’t even mad, that’s how good that shit was” 😂

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428,263 просмотров • 1 год назад

Aaron Judge holds the bat with a closed pack position in his right elbow… Bobby Witt holds the bat with a closed pack position in his left elbow…. This means Judge’s left hip “turns his right hip” when he loads and his right hip “turns his left hip” when he swings…. It’s the opposite for Witt. His right hip “turns his left hip” when he loads and his left hip “turns his right hip” when he swings. An anatomist would simply tell you that Judge uses his TFL as his agonist muscle on his left side at load while Witt uses his TFL as his antagonist muscle on his load. Follow their hips in each instance and you’ll see what I mean… If you initiate your load with an active upper body, the feeling these guys get when they load is nothing like the feeling you get when you load.

Aaron Judge holds the bat with a closed pack position in his right elbow… Bobby Witt holds the bat with a closed pack position in his left elbow…. This means Judge’s left hip “turns his right hip” when he loads and his right hip “turns his left hip” when he swings…. It’s the opposite for Witt. His right hip “turns his left hip” when he loads and his left hip “turns his right hip” when he swings. An anatomist would simply tell you that Judge uses his TFL as his agonist muscle on his left side at load while Witt uses his TFL as his antagonist muscle on his load. Follow their hips in each instance and you’ll see what I mean… If you initiate your load with an active upper body, the feeling these guys get when they load is nothing like the feeling you get when you load.

Prehension Athletics

119,290 просмотров • 5 месяцев назад

At least one person was feared dead in a freak accident on the Hyderabad–Vijayawada Highway as a luxury BMW was crushed under a loaded concrete tanker at Keesara Toll Plaza. Police & rescue teams are using cranes/JCBs, but the heavy load is hampering operations. #AndhraPradesh

At least one person was feared dead in a freak accident on the Hyderabad–Vijayawada Highway as a luxury BMW was crushed under a loaded concrete tanker at Keesara Toll Plaza. Police & rescue teams are using cranes/JCBs, but the heavy load is hampering operations. #AndhraPradesh

Ashish

12,255 просмотров • 4 месяцев назад

BOLO: Stolen Superlink Load of Toothpaste. R100,000 reward for info that helps positively identify the suspect in the video and whereabouts! 24/04/2025 Location: M7, Durban, KZN. A Superlink carrying a load of toothpaste was hijacked. Horse recovered yesterday morning. Trailers recovered in Vryheid area. Load still missing! Trailer Reg: BL14BCZN BL13TRZN Please be on the lookout for anyone trying to offload large quantities of toothpaste or moving suspicious goods. Contact 0813100752. #CrimeWatch

BOLO: Stolen Superlink Load of Toothpaste. R100,000 reward for info that helps positively identify the suspect in the video and whereabouts! 24/04/2025 Location: M7, Durban, KZN. A Superlink carrying a load of toothpaste was hijacked. Horse recovered yesterday morning. Trailers recovered in Vryheid area. Load still missing! Trailer Reg: BL14BCZN BL13TRZN Please be on the lookout for anyone trying to offload large quantities of toothpaste or moving suspicious goods. Contact 0813100752. #CrimeWatch

Yusuf Abramjee

78,820 просмотров • 1 год назад

When Karen Read gets deposed for the wrongful death lawsuit brought upon her by the victim’s family, it will be interesting to see which “door” she says John entered. So many options. FACT: Karen Read never said she saw John enter the house until after she was arrested for Manslaughter. She never even asked one person who she knew was in that house ‘what happened’ that night and why John was on the lawn where she left him.

When Karen Read gets deposed for the wrongful death lawsuit brought upon her by the victim’s family, it will be interesting to see which “door” she says John entered. So many options. FACT: Karen Read never said she saw John enter the house until after she was arrested for Manslaughter. She never even asked one person who she knew was in that house ‘what happened’ that night and why John was on the lawn where she left him.

Tuesday Gazette

18,130 просмотров • 3 месяцев назад