asa watten

@asawatten.bsky.social

economist. i think about energy technology innovation and climate policy. newly in new orleans. asawatten.net

Great coverage of our working paper. 2 things I wish made it in the story: 1. Strong reasons to think that scaling up the grid reduces prices long run—excellent news for electrification. 2. The big risk with data centers is uncertainty—what if they don’t stick around to pay for all the new stuff.

Marketplace@marketplace.org · 2mo ago

Data centers put downward pressure on average electricity prices through 2024. But that might not continue if data center demand outpaces electricity supply.

Final EIA-860 is out, and 2025 really did it: 54 GW of new U.S. electric capacity, 96% clean. Solar again carries the offense, and we built more storage in 2025 than the cumulative total through 2023. More and more and more additions... but also record low retirements.

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📢 Just launched: Our REGEN energy systems model is now open source! REGEN is a detailed and flexible energy systems modeling platform designed to explore a wide range of long-term scenarios. Check out the code, data, and documentation at the links below.

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BTC is a computation treadmill. Jensen's paradox (⬆️efficiency=>⬆️demand) is weak for many things (cars, lights) bc demand is inelastic. Not so for crypto mining! Makes sense. Miners mine until marginal cost=marginal benefit. ⬆️eff=>⬇️mc=>⬆️mining=>⬇️mb. An EPRI brief: www.epri.com/research/pro...