Duncan S. Campbell @duncan__c
powering growth @scalemicrogrids and DER-pilling the youths @DER_Task_Force dertaskforce.com Brooklyn, NY Joined March 2015-
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Thanks to @digitaldad for hosting me on his EDGECELSIOR podcast to talk about all things related to #power for #AI, data centers, microgrids & on-site power buzzsprout.com/2188588/148513…
I've written about Virtual Power Plants (VPPs) and software: open.substack.com/pub/stephendey…. We’re seeing more and more distributed energy resources (DERs) coming onto the grid (e.g. EVs, home batteries, smart thermostats etc).
Storage matches up supply and demand in time. Storage costs money but we build it because it costs less than building more of everything else to meet the same demand. There’s an optimal level of storage in any system. It doesn’t make sense to build 100 years of gas storage or 3…
"Utilities keep raising rates independent of what it costs to generate energy...the very disruptive play is to take 100 million homes and make them mini utilities" @chamath Loved the discussion from @theallinpod on @Tesla's energy business & the potential for distributed energy
wondering if there are any massive solar/renewable farms in development but held up years behind the interconnection queue that i could in principle get financing and buy up to site a giant ai-data center / hydrogen storage like, in principle, there should be tons of these
What were the take aways on BMW's i3 using a carbon fiber polymer for the entire body?
How much has the US government spent on biofuel and solar subsidies to date?
Radiohead - Pyramid Song 800% youtu.be/XiKWfcy-Z70?si…
Interesting that Tucker thinks environmentalists aren’t critical of AI’s energy footprint when obviously they are. Is he out of touch or just inventing things?
Honda’s screen UI is so very Honda. I respect the consistency.
Honda’s screen UI is so very Honda. I respect the consistency. https://t.co/EK1NVT1bH8
Fixing this would be very impactful. Credit is due to all working on it.
Fixing this would be very impactful. Credit is due to all working on it.
Down to remove the subsides for both solar and farming and see how it shakes out?
Down to remove the subsides for both solar and farming and see how it shakes out?
One of the hardest lessons to unlearn in our space will be on the cost of EVs. In the near future they will be meaningfully cheaper to buy for most people on earth. At that point, concerns like range anxiety change from a discussion of parity to one of luxury. There once was a…
The sheer amount of energy needed to mine, refine, and transport fossil fuels is astounding. For example, 1% of total US energy consumption is down to merely the transport of natural gas, per @GriffithSaul. That's more energy than needed to get US children to school and back.
One reason I’m bearish on giant power projects like Vogtle or offshore wind hubs is because construction in this country is riddled with anti-competitive behavior and even corruption that drives up costs and timelines. Huge projects look like a giant pot of gold for those…
So much for software being “capital light”
Where can I listen to great jazz in NYC that isn’t overly academic?
Jesse D. Jenkins @JesseJenkins
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14K Followers 5K Following Exposing efforts by utilities and fossil fuel interests to undermine clean energy with @energyandpolicy. Personal account. DM for Signal info to chat securely.Ben Inskeep @Ben_Inskeep
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745 Followers 1K Following Elec Eng, PhD- Power quality, Power System Reliability, ElectricityRegulation & Policy, Renewables. Views are my ownChanting “DER DER DER” to summon @QuincyEdmundLee @duncan__c @James_McGinniss @DER_Task_Force (Great episode this month btw)
I texted everyone in my contacts list individually just the phrase: “data centers” I have raised $30MM in 4 hrs
@duncan__c I know you're passionate about DERs so I thought this might be of interest: x.com/stephendeyoung…
I've written about Virtual Power Plants (VPPs) and software: open.substack.com/pub/stephendey…. We’re seeing more and more distributed energy resources (DERs) coming onto the grid (e.g. EVs, home batteries, smart thermostats etc).
@clawrence Bringing Tom back in feels like a Hail Mary, we’ll see if they get their mojo back but I agree, don’t understand what their raison d’etre is anymore
@clawrence A venerable company but their niche disappeared years ago.
@duncan__c @adambrowning People been trying to figure out all day what the heck is going on over there -- haven't seen anyone with your read @duncan__c - but doesn't mean it isn't impossible. So much logistics go into these sites, so not sure exactly what that would accomplish?
I think people don’t realize that SpaceX has internal solar module manufacturing capability of like hundreds of megawatts per year. (They get the solar cells from Taiwan for a good price.)
Rule #1 of combined wind and solar in ERCOT: If it looks like a Wyatt Earp Renewables Day it's safe to say ERCOT will make it look like a Tourist's Hat day. x.com/thatsnotercot/… x.com/ramirazodi/sta…
@thatsnotercot Looks like ERCOT preferred a tourist hat.
@andrew_carter Around the same time we started to call linear regression machine learning.
When did we start talking about "analytics" instead of "analysis" (noun).
I was feeling burnt out after the last few weeks and finally realized I’d been running on a massive sleep deficit. I slept just over 60 hours between Saturday to yesterday and finally feel back to my normal self. Can’t ignore the importance of sleep
Forget private equity, I am pitching to secret equity
@duncan__c Ran into these guys a couple of years ago when I was CVC-adjacent. The dream isn’t dead, just pivoted to O&G lol qnergy.com
@duncan__c SAIC truly inspired me, too. IDK if there’s still one out at Sandia but worth a pilgrimage. The heliostat field and tower (complete with frozen molten salt leaks) is also quite the experience. sciencephoto.com/media/623765/v…
@duncan__c From my anecdotal observation they're likely in many cases very affordable to lease or buy used as I'm seeing a ton of non Tesla EV in NYC and last week in SF
Celebrating the Public Power Underground podcast release with Sisterhood of the Traveling Electron swag @aPowerManager
A podcast with @kyrib, @fnbillimoria, and @ConleighByers discussing the use of AI for operating the grid. For those who know Prof. Baker, Farhad, and Conleigh, no explanation is necessary. For those who don’t, no explanation will suffice.
@drvolts The battery market feels like it's at the point today that solar was in 2010
Lisan al-GOBUILDMOREHOUSING