Alex Simakov @Alexei_Simakov
Energy Abundance & Climate Transition • Big Batteries🔋☢️ 🥑• Amateur Outdoorsman • First Gen 🇨🇦 Toronto, Ontario Joined March 2016-
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Match after match, point after point, Félix Auger-Aliassime gave everything in New York 💙 His journey to the US Open semi-finals was more than tennis. It was passion, resilience and a story that made Canada proud 🇨🇦
Most people are still sleeping on the battery revolution. Batteries are already providing massive benefits to the grid, especially in markets with rational prices/incentives. This piece from @bswud & @Vernon3Austin is by far the best thing I've seen explaining what's going on.
Most people are still sleeping on the battery revolution. Batteries are already providing massive benefits to the grid, especially in markets with rational prices/incentives. This piece from @bswud & @Vernon3Austin is by far the best thing I've seen explaining what's going on. https://t.co/ePl6UCWkLp
NEW: The first evidence of a solar take-off in Africa☀️✈️ x33 rise in Algeria🇩🇿 solar panel imports in the 12 mths to June 2025, compared to previous 12 mths. x8 in Zambia🇿🇲 x7 in Botswana🇧🇼 x6 in Sudan🇸🇩 x3 in each of Liberia🇱🇷, DRC🇨🇩, Benin🇧🇯, Angola🇦🇴, Ethiopia🇪🇹 🧵
In 2022-2023 the reasoning for why Lithium prices were going to be high for a decade was super compelling. Smart people saying all kinds of smart things. Utterly wrong. The whole episode was my front row seat to learn about how predictable commodity prices are.
Great piece by @mattyglesias today on “Avoiding a data center electricity price apocalypse” open.substack.com/pub/matthewygl…
When an unstoppable force (environmental review) meets an immovable object (also environmental review):
An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now. Even if $META wants to spend $100-$150B on CapEx for AI infrastructure, they can't. It is not just $NVDA. Transformers, power equipment, cooling equipment, and the availability of…
The inability to approve transmission lines - particularly interstate - is one of the largest energy policy failures of the US.
The inability to approve transmission lines - particularly interstate - is one of the largest energy policy failures of the US.
Step 1-cap energy offers to create missing money problem Step 2-create capacity markets to inefficiency solve problem you created Step 3-price cap capacity makets to make sure we don't have enough incentive for new builds Step 4-blame everyone else when brown/blackouts occur
Step 1-cap energy offers to create missing money problem Step 2-create capacity markets to inefficiency solve problem you created Step 3-price cap capacity makets to make sure we don't have enough incentive for new builds Step 4-blame everyone else when brown/blackouts occur
It is hard to get your head around how stupendously large an electricity user a 2-5 gigawatt data center represents. A 5 gigawatt data center consumes on the order of 40 million megawatt-hours of electricity per year, as much electricity as the ENTIRE STATE of Nevada or Kansas!
It is hard to get your head around how stupendously large an electricity user a 2-5 gigawatt data center represents. A 5 gigawatt data center consumes on the order of 40 million megawatt-hours of electricity per year, as much electricity as the ENTIRE STATE of Nevada or Kansas! https://t.co/hk6wCEVQFA
This should be the number one priority of every energy dependent and adjacent industry in this country. Genuinely an issue of top-5 national importance. cleanenergygrid.org/wp-content/upl…
China’s new hydroelectric dam will have roughly the same electricity generating capacity as the whole of Britain
China’s new hydroelectric dam will have roughly the same electricity generating capacity as the whole of Britain
Not everyone realizes it yet, but the residential solar industry is now the residential battery industry. Solar will just be a low cost add-on to batteries. Resiliency (both home and grid) is the primary driver.
Thank you Minister @Sflecce for a productive discussion with @EllisDon on how ON can continue to attract world-class advanced digital infrastructure, while enabling proactive, industry-led “Bring Your Own Power” (BYOP) solutions to expand our power grid⚡️ It’s time to build 🇨🇦
A sensible measure under the current system planning regime Facing rapid electricity demand growth, @ONenergy & @IESO_Tweets need to explore “Bring Your Own Power” (BYOP) solutions for data centre proponents to privately develop their generation & capacity needs
A sensible measure under the current system planning regime Facing rapid electricity demand growth, @ONenergy & @IESO_Tweets need to explore “Bring Your Own Power” (BYOP) solutions for data centre proponents to privately develop their generation & capacity needs
Introducing Redwood Energy: our new business that repurposes second-life battery packs into low-cost, fast, scalable energy storage. As AI and electrification accelerate electricity demand—and traditional grid expansion struggles to keep up—we’re putting EV battery packs back to…
Electricity prices are soaring around the country due to the current heat wave—everywhere but Texas. And this map explains why. 🧵
If China is dumping solar PV modules below cost to "hurt the US solar industry" then great, buy as many as we can, pave the south west, and make more power than anyone. Solar modules are machines that print money but require no moving parts, specialized labor, or detailed…
If China is dumping solar PV modules below cost to "hurt the US solar industry" then great, buy as many as we can, pave the south west, and make more power than anyone. Solar modules are machines that print money but require no moving parts, specialized labor, or detailed…
It’s not a very long book, but none of you read it, and yet you won’t stop posting about it
It’s not a very long book, but none of you read it, and yet you won’t stop posting about it https://t.co/ujFhbixEWT
I agree with @MartinSLewis - the explanation given by @whippletom is the best I've seen. The article is paywalled -but well worth reading. I hope it's ok to share this snippet to give a flavour of how absurd, broken and expensive the market is today...
I agree with @MartinSLewis - the explanation given by @whippletom is the best I've seen. The article is paywalled -but well worth reading. I hope it's ok to share this snippet to give a flavour of how absurd, broken and expensive the market is today... https://t.co/mjQTcpVwVc
Doug Ford @fordnation
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