Recovering performance engineer / IRP analyst / wind turbine climber / pipeline planner. Sometimes fish and losing sports teams.
United States
Joined January 2015
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Pinned Tweet
I’m on a mission to civilize #EnergyTwitter one thread at a time.
Drew Smithee, PE retweeted
🚨#BREAKING: Multiple customers suffer chemical burns after a North Carolina Chili's employee mistakes an industrial cleaning chemical for salt while preparing margaritas.
Drew Smithee, PE retweeted
Savannah River Site (SRS) officials have declared a Site Area Emergency at 5:39 p.m. on 10-28-26 at the Site located near Aiken, SC.
Drew Smithee, PE retweeted
Scoop in @PunchbowlNews PM: Trump's National Energy Dominance Council hosted a meeting this afternoon w/supportive industry reps across the energy sector to strategize over passing the bipartisan permitting reform bill.
SEIA, ACP, ACORE, API, AXPC, LIUNA among attendees
Drew Smithee, PE retweeted
SCOOP: The Trump administration is approving 3 more wind projects (2 in Illinois and 1 in Iowa) stalled by the Pentagon in a bid to win Dem support for the bipartisan permitting reform bill. It’s the 2nd tranche of ongoing approvals. Text subscribers got it first!
Drew Smithee, PE retweeted
Scoop: The Trump administration is offering as much as $5 billion in financing to Constellation Energy to upgrade and modernize the nuclear operator’s fleet of reactors in Illinois, Maryland, and Pennsylvania.
Above??? That shit is 10Hz too low. 😎
Frequency above the operational range this morning
The second chart is the wind output. The blue shaded area to the left is wind on the transmission system
The lighter shaded area to the left is wind that had to be curtailed off... It's absolutely massive and the reason we've already spent over £25 million balancing the grid today
About a third of current wind generation is being thrown away
This is what you get when you race to build windfarms behind grid constraints. This is our money being wasted by the Connect and Manage policy this government refuses to cancel
(charts from Amira Technologies)
@Miatsf @mgshanks @AndrewBowie_MP @ClaireCoutinho @harrietc @ColinMoynihanUK @drlukeevans @ashley7fox @TiceRichard @cmackinlay @DavidGHFrost @mattwridley @Iromg @AllisonPearson @MerrynSW @EdConwaySky @afneil @mattotele @jonathan_leake @julietsamuel @energygovuk
Drew Smithee, PE retweeted
Key paragraph: "Oil industry leaders have urged the Trump administration against a wholesale repeal of methane mandates in favor of more modest recalibrations, arguing the Biden-era requirements at times were technologically infeasible, inefficient and costly." Industry associations mostly wanted targeted fixes, as reflected in their public comments.
SCOOP: President Trump is set to unveil a plan to dial back methane mandates on oil & gas operations during a Texas rally Tuesday. He's expected to cast the proposal as a way to encourage more domestic energy production & lower costs. bloomberg.com/news/articles/… w/ @Zhirji28
Drew Smithee, PE retweeted
Anyone long vol in the eastern interconnect is going to get paid well over next 5 years.
Jefferies moving forecasts by GW over the course of weeks! "Satellite imaging data now points to ~27 GW of data centers by '27 (up from low-20s just weeks ago) and we see SPCX as single-handedly skewing estimates higher."
GW seems like a tech spec vs massive infrastructure project but for example, going from 20-> 27GW:
-+$350BN capex
-+$560BN monetized inference opportunity (illustrative)
-7 San Franciscos worth of power
It's a crazy time cause sellside and buyside treat these inputs very flippantly when in reality they are MASSIVE
What is clear, though, is the project-level trackers (e.g., SemiAnalysis, Aterio, etc.) increasingly seeing huge lines of sight.
Few months ago I would've told you impossible to get ~30GW/yr but it seems like construction trends point to that being true (on a facility basis) for 2027 and 2028. Just because it's under construction and scheduled to come online mean it hits the target, but clear the ambitions and tracking of real construction progress continue to move up...
*Not going to dive into the separate debate about what level of GW is needed, etc.
Markey is just holding out for a cap and trade program
Scoop in @PunchbowlNews AM: 4 Senate Democrats led by @SenDuckworth are pushing back on the bipartisan permitting reform bill, arguing it will further enable Trump to favor fossil fuel projects and won’t stop its attacks on clean energy. Merkley, Markey, Wyden join new letter
Drew Smithee, PE retweeted
Spooky Halloween Poll! 🎃🪦👻🐈⬛
What's been more horrific this October?
10%Ghosts and Goblins
90%#Natgas Price Moves
40 votes • Final results
VP asks for 30 page technical document.
VP doesn’t read document.
VP sticks into co-pilot and forwards prompt and response.
FML.
Drew Smithee, PE retweeted
Energy crisis? What crisis? US natural gas benchmark price falls to ~$2.5 per mBtu, approaching a fresh 2-year low.
Long story, but there’s a Canadian in Vancouver that has a very similar email to me.
Think Dwight Smithe or something so i occasionally get emails for DSmithe vs DSmithee.
Anyways, one time i got a receipt for an obscene number of Hillary Clinton stickers…
So now I have Dwight’s address. So I sent him a bunch of political satire bumper stickers and a handful of Trump/MAGA things because I was a college student and thought it was funny.
Anyways, all this to say, thoughts and prayers to DSmithe in BC during these trying times.
