Just because it's called the freedom index, doesn't mean it's concerned with the freedom of all man, look to the civil rights movement for easy examples of how JBS' "freedom" is only for certain people.

Hell, click over to the JBS website and you'll see Alex Jones and Steve Bannon front and center on their home page. It's crazy to refer to one of their projects as some neutral arbiter.

To get more specific, you could say everything rolled back from the IRA as part of the BBB.

> TotalEnergies has committed to invest approximately $1 billion—the value of its renounced offshore wind leases—in oil and natural gas and LNG production in the United States. Following their new investment, the United States will reimburse the company dollar-for-dollar, up to the amount they paid in lease purchases for offshore wind. Under this innovative agreement driven by President Donald J. Trump’s Energy Dominance Agenda, the American people will no longer pay for ideological subsidies that benefited only the unreliable and costly offshore wind industry.

> For its part, TotalEnergies will invest $928MM, on the following projects in 2026:

The development of Train 1 to 4 of Rio Grande LNG plant in Texas; The development of upstream conventional oil in Gulf of America and of shale gas production. Following TotalEnergies’ $928 million in investments in affordable, reliable and secure U.S. energy projects, the United States will terminate the following leases and reimburse the company

[1] https://www.doi.gov/pressreleases/interior-and-totalenergies...

CVOW is supposed to flow first power this month, but won't be done for ~a year, Empire Wind is also end of '26/early '27, Sunrise later in 2027.

Vineyard was completed this month, and Revolution is delivering power and targets completion over the next few months.

And then also it took a rather large data leak later on to provide extra ammunition to decide and go forward with publishing this.

I'm glad they did, but there are a bunch of steps in between pure balls/altruism and what actually happened based on the blog.

"The trouble starts when you look at the answers Delve’s AI provided. Based on what your Delve policies claim, the questionnaire AI answers questions stating you have an MDM, had a 200 hour pen-test performed, and do regular backup restoration simulations. Tens of questions are answered like that. Great, you just lied to your vendor but at least you have a good shot at landing the deal. So what did we do? We kept our mouths shut."

Pretty rotten stuff. I went from energy into the software startup world and as I've gotten further down that road and energy has become more and more of a hot field I've encountered a depressing increase in that "just do it to make a deal" ethos, but in critical infrastructure.

Like, no, former Apple PM who learned about an interconnection queue from ChatGPT last week, you are not going to fix the grid, and even moreso you can't "just do X and ask forgiveness later", not in electricity.

Comments URL: https://news.ycombinator.com/item?id=47117140

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It's not like LinkedIn was great before, but the business-influencer incentives there seem to have really juiced nonsense content that all feels gratingly similar. Probably doesn't help that I work in energy which in this moment has attracted a tremendous number of hangers-on looking for a hit from the data center money funnel.

I have an appreciation for very bright lamps, and the project is neat, but that stuck out to me.

I'm always fascinated by people who both feel comfortable ignoring maybe the single most impactful society-determining apparatus but will also say "no one could have seen that coming", where that is whatever they were unaware of because they chose to check out. I find the stance so fascinating because for myself, it would be impossible to not try and understand why the world is the way it is.

Everything is downstream of politics whether people want to recognize that or not, and choosing to ignore it is, in fact, a political choice.

Those are ERCOT load zones, a distinct concept and all within the ERCOT interconnection (grid).

On the markets side, Texas is made up of ERCOT, and then has portions in (descending order) MISO, SPP, and the non-market West.

In terms of "grids" Texas is mostly ERCOT, and then the Eastern Interconnection with a small smidge of Western Interconnection in the far west in El Paso Electric's territory.

I grew up in Kane County, in the 90s it was the edge of the suburban-rural interface of Chicagoland (used to be the last commuter rail stop from the city).

Random fun tidbit is the WW1 code-breaking[0] that took place there as well, which today remains an acoustics lab[1].

[0]https://web.archive.org/web/20220521185943/https://northwest...

[1]https://en.wikipedia.org/wiki/Riverbank_Laboratories

Don’t recall precisely how it was dead, but I assumed via traffic.

https://cfs.energy/news-and-media/commonwealth-fusion-system...

With HQ there as well, it’s actually quite a large coal-free chunk of grid.

What will be interesting is the extent to which offshore wind and imports from HQ will be able to materialize according to plan. OSW is having a hatchet being taken to it in the US currently, and imports from HQ into NY and NE have been way down recently while big new lines are also built.

Not exactly in the ISO forecasts, but very much supported by state policy has been the rapid expansion of behind the meter solar in New England. Really taken the edge off of summer days in particular, although also susceptible to smoke from Canadian wildfires.

Not the most exciting markets day-to-day, but interesting long-term things happening.

It's a thorny issue and something I ponder in my day-to-day[0]. We're members in ISOs where it makes sense, and can provide CEII data once we've confirmed customers already have access, but I would love to be able to show some of it publicly. It's also odd how things vary from market to market. Transmission outages: public everywhere, except ERCOT, where they're considered Secure. Generator bids: anonymized and delayed by up to 90 days everywhere, except ERCOT, where it's 60-days and not anonymized at all (yes, ERCOT is different wrt to FERC jurisdiction).

Years ago I worked at a market monitor[1], and we got everything, just cloning the changes to ISO databases overnight every day, second-by-second PI (plant information) data, it was awesome. The potential advantages from data asymmetry are big enough that there are multiple companies with physical sensors out in the world measuring power lines in different ways to try and reconstruct grid activity in real time, and then others doing it entirely from access to CEII and a deep understanding of how the grid function. But all of this is heavily oriented towards traders, not developers, although I would use trading tools when developing projects because they were the most advanced.

[0] https://www.gridstatus.io/live

[1] https://potomaceconomics.com/

Fabs have pretty decent electricity demand, I actually sited a battery against that one after we did a bit of modeling with the new load vs the solar flows in the area. Siting just means make a land deal, figure out easements, and start working its way through the queue. Might not ever get built though, lot of money and hurdles in the way ha.

Every time I see an industrial announcement like this power is the first thing I think of - where it’s gonna come from and what impact it will have on the existing grid.