No idea how to predict timeline but the first few years would be fighting over the facts, the next decade would be fighting over the risks of the transition, and the next decade would be incumbents trying desperately to hold onto their incomes. My guess is like 20 years.
it’s kind of insane to think about. investments in all that generating capacity, all that fuel infrastructure, all that global trade—suddenly worthless because it’s become obsolete. A geopolitical upending. A massive and sudden shift in investment. I think it’d be a huge political-economic reckoning
is the levelized cost of investing in and running this tech cheaper than using the existing, already-built gas stuff that’s already there? if so, omain barriers are speed of deployment, remaining contracts for gas, & political-economic friction
as a longtime follower, can confirm that this a fun approach lol. honestly respect it!
like early twitter i guess -- random, absurd snapshots of our lives? or maybe just being more honest about utility capture & the profit motive in our work?
bold of u to assume that that was a conscious choice and not just incompetence on my part lol
what do you think @brendan.bsky.social ?
6/6 The IRA's impact relies on a whole bunch of people in a whole bunch of roles to push the utilities & others responsible to plan for a cost-effective, low-low-carbon future. PHIRA is here to help you do just that. rmi.org/insight/plan.... Reach out if you want to talk.
A toolkit for public utility commissions to ensure that utility resource plans optimize the Inflation Reduction Act to benefit ratepayers.