Views expressed are my own. TX energy & flexible loads.
Austin, TX
Joined December 2022
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Evan Neel retweeted
1/ 🚨New study alert!🚨
My DukeU colleagues and I just released a 1st-of-kind study on how the US grid could integrate up to 100 gigawatts of data centers w/out major new infrastructure, provided modest load flexibility (0.5%/yr). AI load growth can be managed faster, cheaper, & cleaner. 🧵
Evan Neel retweeted
DM me if you are interested and qualified to step into the following leadership role with Lancium, at the forefront of two transformative industries—energy and AI.
Reporting directly to me, the VP of Power Operations will lead retail and wholesale power operations for a multi-GW portfolio of ultra-large generative AI customers at our cutting-edge Lancium Campuses in West Texas.
Referrals are welcome as well!
linkedin.com/jobs/view/41128…
Evan Neel retweeted
Been digging in on success rates for battery energy storage projects to reach commercial operations in ERCOT, as well as the time it takes to do so.
Thread (1/7)
Evan Neel retweeted
If you want to play ball with the big boys, best to speak their language. There is no second best.
41.67 * (hashprice/efficiency) = $/MWh breakeven
Evan Neel retweeted
1. Stimulates demand in a grid that has experienced power pricing below $.01/KWh 40% of 2024 ✅
2. Curtails >75% of load during peak demand ✅
3. Rural job creation + property tax boost ✅
4. Attracts relocating entrepreneurs ✅
ercot.com/files/docs/2024/03…
Despite the fact that many loads account for numerous other factors besides 5 min price prints when formulating a curtailment strategy, the results of the analysis still shed light on the diverse approaches to "price responsiveness" among large flexible loads in ERCOT. (4/5)
Evan Neel retweeted
There is a big winter storm crossing the country right now. This storm will put a strain on power grids
If prices get above $.1 - $.2 per kWh 95% of the bitcoin mining load will be offline across Texas, as usual. Let’s have a look at the storm & take a trip down memory lane 🧵
Evan Neel retweeted
Bitmain has led the ASIC Manufacturing space (30+ models) for years.
I recently wrote a full breakdown of the Antminers and their history on our blog. Here is a quick graphic synopsis of all types, series, and models (S21 included)🧵
Evan Neel retweeted
What does @ERCOT_ISO really think about all the bitcoin mining on the grid in Texas?
Go listen to what they have to say:
podcasts.apple.com/us/podcas…
