Jump to content

ERCOT Urging For Energy Conservation


Vic Mackey

Recommended Posts

On 4/18/2024 at 2:10 PM, BeardIP said:

I have a buddy who bought an astro turf business franchise where you buy the regional area, a few years ago.

He paid $900k a few years ago and now makes $6 million bucks a year. It's a business that is just him, his wife and his brother. Think: astro turfing peoples backyards who are sick of yard work, custom golf stuff like backyard putting greens (and even a par 3 single hole for rich people).

I think it's still early innings for that type of business-- especially if regulations ever happen that even come close to what you described...

Not early innings. I’ve had this for 11 years, and live in a pretty regulated town. 

Link to comment
Share on other sites

1 minute ago, Rex Kramer said:

Not early innings. I’ve had this for 11 years, and live in a pretty regulated town. 

Have you considered that you are an early adopter and that the TAM has only grown in the last 11 years as regulations will only grow moving forward, though?

I had a conversation with my buddy literally yesterday and he broke down the market for the last year as follows (for what it's worth):

- Residential -- getting super competitive

- Putting greens- about the same YoY

- Commercial business- booming

YMMV

Link to comment
Share on other sites

1 hour ago, Dnaguy said:

In Texas, ex-oil and gas workers champion geothermal energy as a replacement for fossil-fueled power plants (click2houston.com)

 

Interesting.

Can't comment on the economics.

But interesting nonetheless.

 

Do places like Bozeman, Montana which happens to have a lot geothermal activity have any geothermal electrical generation?

seems to be mostly in Cali and Nev

https://en.wikipedia.org/wiki/List_of_geothermal_power_stations_in_the_United_States

Link to comment
Share on other sites

2 minutes ago, BeardIP said:

Have you considered that you are an early adopter and that the TAM has only grown in the last 11 years as regulations will only grow moving forward, though?

I had a conversation with my buddy literally yesterday and he broke down the market for the last year as follows (for what it's worth):

- Residential -- getting super competitive

- Putting greens- about the same YoY

- Commercial business- booming

YMMV

Regulations won’t grow, and if they do it’ll be to restrict the use of this. Artificial turf is extremely prevalent in Dallas area, in both residential and commercial buildings. It’s been around for decades and is highly fragmented and competitive. I’m not an early adopter. 

  • Hook 'Em 1
Link to comment
Share on other sites

13 minutes ago, Rex Kramer said:

Regulations won’t grow, and if they do it’ll be to restrict the use of this. Artificial turf is extremely prevalent in Dallas area, in both residential and commercial buildings. It’s been around for decades and is highly fragmented and competitive. I’m not an early adopter. 

Good to know then and thanks for the input.

Link to comment
Share on other sites

On 4/18/2024 at 10:58 PM, Biff Tannen said:

Do you have dogs?  I would entertain turf, because my backyard is shaded 85% of the time, but the dogs have to piss and shit somewhere.

 

On 4/19/2024 at 12:19 AM, fattyflattie said:

When we were considering it, they said you just hose it down (after you pick it up).  Can’t verify, decided to go in another direction. 

we had two small areas after we installed our pool that were troublesome, bc of too much shade, no grass would grow, would get muddy, etc.

we also had dogs, mostly big, sometimes two at once... turf was a great alternative. poop picked up easily and yeah, we'd just hose it down, usually once a week. dogs tended to go in the same spot regardless lol.

I don't know about how hot it gets, but for our purposes around a pool it was a great option, no regrets. 

Link to comment
Share on other sites

  • 2 weeks later...
1 hour ago, Judge Roybeanbag said:

What the heck is that discharge?  

At that peak, storage providers were getting paid at a rate of $16 million per hour ($5,000 per MWh x 3,200). Neither the peak price nor the peak discharge lasted a full hour obviously ), but you can see how potentially lucrative storage can be.  Real time pricing averaged just under $3,000 per MWh from 7pm to 8:30 pm. 

  • Hook 'Em 1
Link to comment
Share on other sites

16 minutes ago, Dahobbs said:

At that peak, storage providers were getting paid at a rate of $16 million per hour ($5,000 per MWh x 3,200). Neither the peak price nor the peak discharge lasted a full hour obviously ), but you can see how potentially lucrative storage can be.  Real time pricing averaged just under $3,000 per MWh from 7pm to 8:30 pm. 

No no no, we shouldn't be funding battery storage! We should be writing checks to crypto miners from China so that we can induce demand to induce supply! Why on earth would Texas take a direct step towards addressing a problem when they could instead enrich a business with public funds and hope for a second or third order desired outcome?

  • Hook 'Em 3
  • Rage+1 3
Link to comment
Share on other sites

23 minutes ago, Captainant said:

No no no, we shouldn't be funding battery storage! We should be writing checks to crypto miners from China so that we can induce demand to induce supply! Why on earth would Texas take a direct step towards addressing a problem when they could instead enrich a business with public funds and hope for a second or third order desired outcome?

Frankly, I don't think we need to do anything to fund storage. The economics are favorable enough that it is getting built at scale anyway. 

Link to comment
Share on other sites

8 minutes ago, Dahobbs said:

Frankly, I don't think we need to do anything to fund storage. The economics are favorable enough that it is getting built at scale anyway. 

https://www.utilitydive.com/news/ercot-battery-capacity-rule-NPRR-1186-state-of-charge-SOC/697653/

Unless ERCOT puts rules in place to warp the economics of battery storage, of course 

  • Hook 'Em 2
  • Like 1
Link to comment
Share on other sites

  • 2 weeks later...

https://www.reuters.com/markets/us/texas-power-demand-break-may-record-heat-wave-friday-2024-05-23/

Marvel Studios Smile GIF by Disney+

Quote

Power use in Texas was on track to break the record for the month of May on Friday for a second time this week and could top that again over the Memorial Day weekend as homes and businesses crank up air conditioners to escape a heat wave.

The Electric Reliability Council of Texas (ERCOT), which operates most of the state's power grid for 27 million customers, said the system was currently operating normally with enough supply available to meet expected demand all week.

Quote

ERCOT projected power demand would peak at 75,296 megawatts (MW) on May 24 and 75,952 MW on May 26, which would top the current record for the month of May of 72,261 MW on May 20. The grid's all-time peak was 85,508 MW on Aug. 10, 2023.

Analysts expect ERCOT electric use will top that all-time high this summer with economic and population growth in Texas and demand for power from data centers, artificial intelligence (AI) and cryptocurrency mining rising fast.

Quote

High temperatures in Houston, the biggest city in Texas, were forecast to rise from 92 degrees Fahrenheit (33.3 Celsius) on Thursday to 99 F on May 27, according to meteorologists at AccuWeather. The normal high in Houston at this time of year is 88 F.

Over the next week, ERCOT projected supplies would exceed demand by as much as 42,500 MW during the morning of May 26 when the sun starts to energize solar panels and by as little as 6,600 MW in the evening of May 24 after the sun goes down and solar panels stop working.

This crypto shit is going to fuck us all this summer.

  • Rage+1 1
Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.



×
×
  • Create New...