Kasparas Spokas

In case anyone needs to reference the DOE's liftoff reports, which no longer appear on the official website: yardsale.energy/liftoff-repo... 🔌💡

"first 90% vs last 10%" ignores non-technical barriers (e.g. interconnection delays, Tx deficits, local opposition, etc) that speed-limit or cap progress. Next-gen geothermal and nuclear aren't just for the "last mile" - they manage these other risks and reduce fuel costs. Let's drop this 90/10 view

Note that Ontario Power Generation's recent SMR procurement are coming in around $150CAD/MWh.

New Bill: www.mass.gov/info-details...
ISO-NE Study: www.iso-ne.com/static-asset...

New bill in MA opens the door for state procurement of energy projects and repeals the need for a statewide ballot initiative to build new nuclear, thoughts?

A 2024 ISO-NE modeled 15GW of SMRs would reduce RE needs by 57% (at $70/MWh by 2050). 2x cost results in 10GW.

#nuclear #SMR #climate

Exxon Signs Low-Carbon Ammonia Sales Deal With Japan’s Marubeni Exxon Mobil Corp. signed a long-term agreement to sell low-carbon ammonia to Marubeni Corp., a crucial step in getting its hydrogen project in Baytown, Texas, off the ground.

Does low-emission #ammonia for #power make sense?
1. Blue ammonia cuts LNG GHG by ~50%—at double the fuel costs
2. Co-firing risks NOx and N₂O emissions (273x GHG warming of CO2)
3. Abatement is ~$400/tonne (w/o N₂O)
4. Replacing Japan’s gas would take 120MT/yr—6x global ammonia

#cleanenergy

@volts.wtf Concerns relative to what? This linked study fails to mention key points: (1) the alternative to SMRs was 8.9 GW of wind, solar, AND storage AND Tx upgrades (assuming 1 GW 4-hr battery results in ~$18B CAD before Tx upgrades using IESO resource costs), and (2) IESO sited land constraints

Ontario greenlights construction of Canada's 1st mini nuclear power plant | CBC News Premier Doug Ford's government has given Ontario Power Generation the green light to start construction on Canada’s first small modular reactor, a new nuclear technology to be built next door to the D...

Big news out of Ontario: gov approves Canada’s first small modular reactor.

As electricity demand surges, we need every reliable, carbon-free tool we’ve got—and nuclear can play a role alongside other generation, storage, transmission, and demand-side solutions.

www.cbc.ca/news/canada/...

I'm not a Texas resident, but I follow power market design debates closely—and it's hard to miss how far SB715 diverges from sound analysis and expert consensus.

Business groups, manufacturers, industry, ERCOT leadership, and thermal generators raised concerns.

#ElectricityMarkets #EnergyPolicy