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Excellent short video explaining #transmission and #cleanenergy! @Maddie_Marshall did a fantastic job and I tried to offer some commentary. Closest to an Emmy I will ever get! @CleanEnergyGrid @ACORE @TheMacroGrid vox.com/videos/2268570…
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Rob Gramlich retweeted
@EvergreenAction is supporting the Senate permitting bill (BAAJA). Here's why (🧵):
First, we have to transition to clean energy if we hope to have any chance of lowering costs or tackling the spiraling climate crisis;
First, we have to transition to clean energy if we hope to have any chance of lowering costs or tackling the spiraling climate crisis;
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Rob Gramlich retweeted
Rarely is the such a chance for federal legislation to have such far reaching positive impacts. Passing BAAJA is critical to US leadership for a cleaner, more reliable and more affordable grid.
Evaluating BAAJA against the 6 core goals of the energy system:
Affordable - Lowers costs✅
Reliable - Dependable supply✅
Sustainable - Minimizes environmental impact✅
Scalable - Supports economic growth✅
Employment - High-quality jobs✅
Independence - Secure against shocks✅
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Rob Gramlich retweeted
On the day we introduced BAAJA, I wore my dad’s 60-year @IBEW pin. My father, Pete Heinrich, spent six decades keeping the lights on for his community.
Today, I'm proud to have IBEW’s support for our permitting reform bill.
We need to build big things in America again.
Today, I'm proud to have IBEW’s support for our permitting reform bill.
We need to build big things in America again.
“The IBEW strongly supports the Bipartisan American Affordability and Jobs Act... As the world’s largest energy union, I’m encouraged that the bill benefits our members that build, operate, and maintain the electric grid and the energy that powers it." bit.ly/3WvYtaT
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Rob Gramlich retweeted
HEINRICH, who will be ENR chair next year, is committed to passing permitting in lame duck: “It doesn't necessarily get easier just because of who the Chair is. This is the closest we have come to actually finding something that can get signed into law, and I'm not going to wait”
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Rob Gramlich retweeted
Current status of data center ballot measures across the country: datacentersontheballot.com
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Rob Gramlich retweeted
A cleaner, safer, more abundant, and less expensive energy future awaits us on the other side of this permitting bill.
I’m glad to have the support of @JayTimmonsNAM as we work to lower energy bills and create more well-paying union jobs in Rhode Island.
I’m glad to have the support of @JayTimmonsNAM as we work to lower energy bills and create more well-paying union jobs in Rhode Island.
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Rob Gramlich retweeted
Who pays for the infrastructure powering America's digital future?
As data centers and artificial intelligence drive growing demand for electricity, questions about grid capacity, reliability and affordability are becoming harder to ignore.
Rob Gramlich (@RobGramlichDC), f Grid Strategies, joins Broadband Breakfast on November 4 to examine what the midterm elections could signal for broadband, AI and the policies shaping our infrastructure.
Join the conversation: Register for free.
🔗 broadbandbreakfast.com/broadband-brea…
@TheMacroGrid
As data centers and artificial intelligence drive growing demand for electricity, questions about grid capacity, reliability and affordability are becoming harder to ignore.
Rob Gramlich (@RobGramlichDC), f Grid Strategies, joins Broadband Breakfast on November 4 to examine what the midterm elections could signal for broadband, AI and the policies shaping our infrastructure.
Join the conversation: Register for free.
🔗 broadbandbreakfast.com/broadband-brea…
@TheMacroGrid
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Rob Gramlich retweeted
Our permitting bill saves ratepayers $55 BILLION alone just by requiring data centers to pay their fair share.
gridstrategiesllc.com/grid-funding-f…
gridstrategiesllc.com/grid-funding-f…
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Rob Gramlich retweeted
Grid experts with a report today that finds that the ratepayer protection provisions in BAAJA mean data centers pay over $50 billion/10 years just for transmission & $100 billion+ more if states follow the guidance to pay for generation! Make them pay!
gridstrategiesllc.com/grid-funding-f…
gridstrategiesllc.com/grid-funding-f…
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Rob Gramlich retweeted
I actually enjoyed “You can see everything” but people need to understand that this is not a documentary. And the device Elizabeth showed Nathan WAS NOT THE DEVICE
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Rob Gramlich retweeted
I’ve been in the clean energy industry as an entrepreneur for 15 years after a prior career in Dem politics as a bona fide progressive. Without changing many of my views I’ve left that community behind. By far the most frustrating experiences I’ve had on the ground developing solar were in counties run by leftie democrats in my home state of Maryland which is behind now on clean energy goals. They always thought they had a better idea or were smarter than the entire solar community combined. I see that same dynamic with @RepHuffman on permitting reform. Jared, your home state of California is BEHIND on the SB 100 goals. Permits, interconnects, transmission are part of the reason why. THIS is the legislation we believe in. We know our businesses and what removes the rate limiters.
We need to elect politicians who want to BUILD the future. (Oh by the way Maryland Dem legislature eventually passed a great permitting bill.)
We need to elect politicians who want to BUILD the future. (Oh by the way Maryland Dem legislature eventually passed a great permitting bill.)
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Rob Gramlich retweeted
NEW in @PunchbowlNews PM: Natural Resources Chair Bruce Westerman tells me in an interview he is fully behind the Senate's permitting bill, providing a key House boost. “We’re in a really good spot right now, and I look forward to getting this across the finish line."
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Rob Gramlich retweeted
Thrilled to see such overwhelming support for the Bipartisan American Affordability and Jobs Act!
This legislation will deliver cheaper energy, better-paying jobs, and certainty for infrastructure projects to keep America moving forward. #BAAJA
capito.senate.gov/news/press-rel…
This legislation will deliver cheaper energy, better-paying jobs, and certainty for infrastructure projects to keep America moving forward. #BAAJA
capito.senate.gov/news/press-rel…
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Rob Gramlich retweeted
I'll have more to say on this shortly. But yes: the geothermal provisions are epic and address every major source of delay. 🌋
To a degree people are not yet appreciating, the geothermal provisions in BAAJA may be among the highest impact for accelerating global decarbonization.
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Rob Gramlich retweeted
.@SenatorHeinrich is right:
Whether you’re liberal or conservative, you’ll like what our bipartisan permitting-reform bill will do for America.
Whether you’re liberal or conservative, you’ll like what our bipartisan permitting-reform bill will do for America.
If we want cheaper energy, we need permitting reform.
If we want to force data centers to pay their fair share and then some, we need permitting reform.
If we want to build out clean energy and the jobs that come with it, we need permitting reform.
And all of that reform is in our Bipartisan American Affordability and Jobs Act.
Let’s get this done.
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Hey everyone in the electric industry, take note. Prudent hedging of generation can be a big winner, same as other commodities like jet fuel. Long-term contracts through competitive procurement, and holding the strategy through ups and downs.
In 2012, Delta purchased a recently shuttered refinery in Pennsylvania for $150 mil, plus another $100 mil in planned capex to restart it. The investment got off to a rough start but lately has been a windfall.
There is a lot of debate about whether/how airlines should hedge their jet fuel exposure. Airlines can add fuel surcharges when prices spikes and pass the added costs to customers. Higher fuel costs are correlated with a stronger economy and higher demand for air travel, providing a natural hedge. And if other airlines choose not to hedge but collectively help set ticket prices, your hedges may not be reducing risk.
In addition, corporate finance experts are highly skeptical of upstream vertical integration, particularly of commodity inputs. It adds unnecessary complexity and is often a poor allocation of capital. Companies typically vertically integrate at the moment of maximum frustration with the supply chain, when asset prices are at their peak, and then divest when markets are loose and asset values are low.
Originally, the purchase was a mess. Superstorm Sandy disrupted the restart. Refinery margins fell. Prices for renewable credits soared.
In these situations, a successor CEO will often unwind the integration. Indeed, the 5 years after the then-CEO left in 2016 were terrible for refineries.
Luckily for Delta, they didn't dump it at the bottom. The successor and still CEO had been involved in the decision to buy it and has stuck with the strategy. And since 2022, it's printed money.
Refinery margins spiked in 2022-23, generating >$1.1 billion in operating income. In 2Q of 2026 alone, it made $351 million. And 3Q results, when released, will be even better.
This case study alone doesn't validate upstream integration. There are still many reasons to be highly skeptical. It is a lesson that if you choose to do so, you have to have long-term commitment to the strategy. Too often, these decisions are made based on the most recent years of performance.
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Conditional firm service! Maybe its time has finally come! Appreciate the leadership here. Great way to expand utilization.
I'm delighted to announce that @bonnevillepower is moving forward and releasing a settlement proposal this afternoon to resolve a major ongoing proceeding, known as TC-27 in the parlance of BPA, that will finally get our transmission queue off pause and maximize service offers for customers with near-term transmission needs.
The 'conditional firm' service we will offer will allow offtakers to energize more quickly. Moving forward with an uncontested settlement represents the fastest path to implementing these vital tariff and business practice reforms—enabling the timely service our customers and the region depend on.
Meanwhile, stay tuned for announcements coming very soon on how BPA plans to create a future state that firms up this service, and how we plan to integrate load-side projects into our system.
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Rob Gramlich retweeted
I'm in an airport, 1 hr before 🛫, the worst time to do this, but here is a thread on permitting/transmission reform bill:
First, if you don't know me, I worked for Greenpeace for 8 yrs campaigning against fossil fuels (esp coal), & have lead a utility watchdog for past 10...
First, if you don't know me, I worked for Greenpeace for 8 yrs campaigning against fossil fuels (esp coal), & have lead a utility watchdog for past 10...
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Rob Gramlich retweeted
This permitting bill is very good and Congress should pass it
Thanks to @SenatorHeinrich @SenWhitehouse @SenMikeLee @SenCapito for their leadership
Shout out to the @heatmap_news crew for their good summary here ⬇️
Thanks to @SenatorHeinrich @SenWhitehouse @SenMikeLee @SenCapito for their leadership
Shout out to the @heatmap_news crew for their good summary here ⬇️
Heatmap has spent all day digging into the bipartisan permitting deal. Here’s our guide: heatmap.news/politics/bipar…
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Rob Gramlich retweeted
Chairman @RepWesterman’s statement on today’s permitting announcement ⬇️
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