ISO New England Inc.’s Post

Another great Energy Infrastructure Council investor conference in the books! Great to visit with friends, colleagues, and clients across the #midstream and #infrastructure space. Thanks to Lori Ziebart, NACD.DC® and Geoff Ziebart for another great event! 💡Some key themes emerged in the panels, presentations, and conversations. 🌎Two years ago, companies were eager to share how they were addressing investor ESG expectations at the height of the ESG hype. Last year, the energy (pun not intended, but not rejected either) was on the Inflation Reduction Act opportunity. This year’s conference felt like both industry and investors have come back down to reality. The world will need oil and gas for decades was a comment made by numerous speakers, who noted that means finding meaningful and realistic ways to decarbonize the value chain even as we undergo an energy source expansion (rather than the more frequently used “transition”). ⚡️That theme echoed into the world’s energy needs. The exponential demand for reliable, resilient power for data centers to support AI’s growth and the race to ‘electrify everything’ came up a lot during the conference. While many hope wind and solar can meet that moment, the reality is it will drive demand for natural gas for a long time. Renewables and associated battery storage technology just simply won’t be ready to stand alone for some time. 🏦 Accelerating demand expectations are also driving more consolidation among midstream players, and from the conference discussions it’s clear that M&A activity isn’t slowing down. 📈 Overhanging all of these issues at the conference was regulatory and policy uncertainty. It’s hard to take advantage of decarbonizing opportunities in the IRA when a future congress and president could end those prematurely. The energy industry has to make long term strategic decisions on infrastructure investments based on short term, ever shifting political winds. 👉At Delve LLC we’re helping clients mitigate that uncertainty by understanding who and what is shaping the political debates and their downstream policy impacts. Want more insights like these? Sign up for weekly Trends in Energy at www.Delve.Energy

Demanding All our Energy – EIP’s Year-End Letter The energy debate in general and the energy transition discussion in particular have long been dominated by advocates rather than analysts. This results in more misinformation than useful analysis which keeps us busy trying to do and convey, well, useful analysis. #energyinvesting #energytransition #naturalgas #reliability https://lnkd.in/eBBfdQax

excellent IRC for Smart Mobility and Logistics

🧐 Intriguing Article in the World of Energy Efficiency! 🧐 Northeast Energy Efficiency Partnerships (NEEP) recently posted an insightful article about Stacking and Braiding IRA Rebates. It’s a must-read for anyone interested in learning how the role of attribution impacts the coordination energy efficiency rebates. Read the full article here: https://lnkd.in/eEMxsh9P #EnergyEfficiency #EnergyRebates #Sustainability #NEEP #CleanEnergy #IRA #rebates #energy #efficiency #attribution

Please see recent lead article about our company in Energy Tech Review

Here is a presentation on some of my latest research for the Parliament of NSW Parliamentary Research Service on 'Energy Regulation in Transition.' It spans what is reshaping the future of energy regulation, and the issues of solar waste and government stakes in renewable generation.  The full report is available here: https://lnkd.in/gFddM4Vh #energylaw #energytransition #SydneyLawSchool #NSW #NationalElectricityMarket #electricity

In this clip, Alex Thornton, Executive Director at LF Energy, discusses the increasing complexity in the energy sector due to the rise of renewable energy sources like solar and the widespread use of electric vehicles (EVs). He explains how these developments have transformed the traditional one-way electricity flow into a distributed system. Flexibility is crucial for managing variable renewable energy generation and Thornton talks about the different strategies operators need to adopt to balance the grid. #ev

Watch the whole video to learn how you can automate your energy buy decisions. #energy #energyprices #energybuying #energybroker https://lnkd.in/e6ZxY2bT

Watch the whole video to learn more about how you can automate your energy buy decisions.... #energy #energyprices #energybuying #energybroker https://lnkd.in/eWvCvkEF

I have completed the 4-day "Energy Storage Essentials" course run by the excellent team at leading consultancy DNV, Koen Broess, Ruben Tempel, Jurgen Timpert, Tristan C. and Jos van der Burgt My personal conviction about the exceptional investment opportunity in the deployment of utility scale #BESS #batterystorage was reinforced by this course. I take a lot away from this to incorporate into my project development work (feasibility, technology, financial modeling) and investment strategy. #Electrification in the power mix will boom and as traditional baseload supply falls, BESS must serve as the answer to manage increasing supplies of #renewableenergy The less liquid, less mature energy markets of Central and Eastern Europe, especially #Poland, #Romania and #Hungary and other #emergingmarkets are rich in opportunity. #grid #electrification #energystorage