Michael Thomas

@michael-thomas.bsky.social

I write stories and make videos about climate change. Subscribe to the Distilled newsletter and YouTube channel here: http://linktr.ee/distilled.earth

This was surprising to me: In states with the highest electricity demand growth—from sources like data centers—electricity prices actually fell over the last 5 years. Totally opposite of the prevailing narrative that data centers raise electricity prices. 🧵

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In the coming weeks, the Senate will decide the fate of clean energy in America. So I decided to crunch some numbers and see how much solar, wind, and storage capacity has been built in each Senators' state.

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🌎 Climate tech job alert 🌎 I'm hiring a Data Engineer at @CleanviewEnergy to build data pipelines that will power our clean energy intelligence platform. If you know anyone who loves working with clean energy data, please send them my way. docs.google.com/document/d/1...

Cleanview Data Engineer (Contract) Job Description

About Cleanview Cleanview is a market intelligence platform that makes it easy for investors, business development teams, and clean energy professionals to track renewable energy projects and trends. ...

docs.google.com

One of the most overlooked energy stories of 2024: Battery storage grew 65% last year, with the U.S. adding 10.9 GW of new capacity. And growth is accelerating—we're on track for 18.1 GW in 2025, a 68% increase. Just 5 years ago, this technology was considered experimental.

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Texas is going to build a massive amount of solar this year. It's worth noting that 80% of the capacity (~9 GW) in the chart below is already under construction and therefore protected against Trump's recent orders.

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Moss Landing, the largest battery in the US caught fire yesterday. A journalist just asked me, "Are batteries safe?" I told him the fossil fuel plants batteries replace kill 1,000s of people in the US / year. Batteries aren't perfect. But they're way better than coal/gas.

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I think one of the funniest forms of audience capture is the people who gained big followings on Twitter by talking about Tesla when Elon wasn't nearly as crazy and now have to stick by him. One day you're posting car specs. The next you're supporting fascism. Oops!

Another takeaway from my upcoming 2024 clean energy trends report: The US added a huge amount of battery capacity to the grid in 2024. But the vast majority of it was built in just 4 states: California, Texas, Arizona, and Nevada.

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There's a famous study (Fritz 1961) that found after natural disasters people in affected communities often show altruistic behavior and temporarily suspend social divisions. In the digital world, it increasingly feels like the opposite is true.

2024 was another record-breaking year for clean energy in the U.S. Here are some stats from an upcoming report I'm working on for Cleanview: - 96% of new power capacity was carbon-free - 74% more solar added vs. 2023 - 99% more battery capacity added vs. 2023

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Ok this is wild. In 2020, California's state insurer of last resort program had $436 million of exposure in the Pacific Palisades zip code. Four years later, in Sept 2024, they had ~$3 billion in exposure (~7x more) in that single zip code (90272).

There are few things more annoying on the internet than a chart, statistic, quote, etc. that doesn't have the source linked. One of the reasons why I like BlueSky. It doesn't penalize links, which has a lot of subtle effects on user behavior.