Joe Deely (@jdeely) profile picture

Building an energy intelligence non-profit - Mission City Research.

Bay Area
Joined October 2009
Photo by Joe Deely (@jdeely)Photo by Joe Deely (@jdeely)Photo by Joe Deely (@jdeely)Photo by Joe Deely (@jdeely)Photo by Joe Deely (@jdeely)Photo by Joe Deely (@jdeely)Photo by Joe Deely (@jdeely)Photo by Joe Deely (@jdeely)Photo by Joe Deely (@jdeely)Photo by Joe Deely (@jdeely)
Less than two years ago, peak solar output had just passed 8GW on @MISO_energy. I took a guess on when it might pass 20 GW - and came up with 2030. Wow, was I wrong! Solar passed 20GW on @MISO_energy two weeks ago. It's tough to predict such a fast growing tech. @ramez
Solar passes 8GW for the first time on @MISO_energy this past Wednesday. - 7GW in Sept - 6GW in May - 5GW in March Should pass 10 GW easily next year. 20GW by 2030? Thanks to @grid_status gridstatus.io/records/miso?r…
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Who at @Google programmed this into the model and when will it be fixed? @GoogleDeepMind @sundarpichai
Exhibit A: The real and present AI danger isn't the end of the world: It's giving government too much power over AI, and thus over the public infosphere. We must evaluate every proposed AI safety policy as to whether it could be abused by authoritarians.
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Nice to see that Google has removed the hard-coding from their AI on who won the 2020 election. @sundarpichai @OfficialLoganK @ramez
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Think about how much time was wasted at Google to prevent its AI chatbot from accidentally saying something that pissed off the president. Corruption is truly a tax on capitalism.
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Part of Tesla/SpaceX marketing program.
This dude needs help. If Talarico wins he’s going to lose his mind.
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Absolutely no need to keep this plant burning coal past 2031. After great progress in both Arizona and NM this is a big reverse. More pollution and higher bills. @apsFYI @PNMtalk @SRPconnect @tepenergy
I’m sad to report that APS has signed a new take or pay coal contract with NTEC for the Four Corners power plant until 2038 and they have stressed any climate goals they have are solely “aspirational.” 😒🤦‍♀️😞 #aps #coal #energy #utilities
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US charging infrastructure continues to grow. Let's get some more EVs on the road.
More EV charging stations shipping out from @ElectricEraTech HQ today This one is heading to Lawerence Kansas ⚡️🔋
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Western coal generation fell 30% in Jan–Jul 2026 vs. 2025: 53 → 37 TWh across 11 states. About a third of that drop came from four plants that stopped burning coal: Intermountain (UT), Centralia (WA), Valmy (NV) and Cholla (AZ). The rest: coal plants running less. #WesternGrid
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Joe Deely retweeted
First power at Cape Station. - 33 MW today - 66 MW due by Jan 1 - 400 MW Phase 2 by 2028. At an 85% capacity factor, Phase 1 + Phase 2 (~500 MW) is ~3.7 TWh a year, close to a quarter of all US geothermal generation in 2025 (16 TWh). EGS Liftoff ! @fervoenergy #WesternGrid
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How often does new version of this come out - monthly? weekly?
Inference engineering doesn't have a textbook yet. So we wrote one. 264 pages, free PDF and audiobook.

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First power at Cape Station. - 33 MW today - 66 MW due by Jan 1 - 400 MW Phase 2 by 2028. At an 85% capacity factor, Phase 1 + Phase 2 (~500 MW) is ~3.7 TWh a year, close to a quarter of all US geothermal generation in 2025 (16 TWh). EGS Liftoff ! @fervoenergy #WesternGrid
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Ok let's move on to New Mexico for next #WesternGrid post in this week's series. - Huge new wind project - SunZia - 550 miles of new transmission.
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Gonna put some #WesternGrid news out here this week. First up an update on Xcel in Colorado. 10 projects, ~2.9GW of wind/solar/storage/gas. All going live before EOY 2030.
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Let's move to Arizona for today's #WesternGrid news. Arizona H1 2025 vs H1 2026, by fuel: Natural gas: +0.6% — basically flat Coal: -28.9% (3,900 → 2,771 GWh) Solar: +23.5% (7,491 → 9,251 GWh) Wind: +11.8% (1,777 → 1,988 GWh) Solar is absorbing AZ's growth, not gas.
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Joe Deely retweeted
Gonna put some #WesternGrid news out here this week. First up an update on Xcel in Colorado. 10 projects, ~2.9GW of wind/solar/storage/gas. All going live before EOY 2030.
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As a reference point the US currently has about 230 GW of solar capacity. Source: eia.gov/electricity/monthly/…
U.S. solar module production reaches historic 100 GW landmark: The United States crossed 100 GW of cumulative solar PV module production during Q2 2026, according to a new bottom-up factory-level analysis by… dlvr.it/TVZcDZ #Photovoltaics #EnergyStorage #RenewableEnergy
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No-brainer - remote inspections of rooftop solar installations. Let's hope Governor Newsom signs this. "That wasted time gets passed to the homeowner, adding $600 to $1,000 to the cost of a single solar, battery, or heat pump installation." pv-tech.org/california-advan…
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Latest update on solar/wind/battery capacities from @ERCOT_ISO Source= ercot.com/files/docs/2022/02…
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