Killian Daly
Power grid decarbonisation with focus on how carbon accounting, electricity markets, policy, PPAs and clean energy demand can drive grid decarb. CEO of NGO EnergyTag. Energy engineer and electro-intensive industry background. Irish born, Brussels based.
- The benefits of building. This 12 GW power line could carry all Spanish solar generation to Finland. It was built in 3 years. Western democracies used to think and build big. If we don’t start again, prosperity will erode and perhaps democracy with it.
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- Clean power is cheap power. Let’s make it round the clock. Enter batteries.
- Renewables + storage is the perfect match. Without storage, renewables hit a grid integration ceiling. With storage, the benefits of cheap renewables is made available even when there is no wind or sun. China seems to get this, with rapid buildout of pumped hydro show here (and batteries).
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- @iea.org Electricity 2025 report out today. Electricity is increasingly the lifeblood of our economies. EU industrial prices are 2x the US and 1.5X China. Taxes, gas reliance, and inefficient renewable integration are all drivers. Solutions needed. iea.blob.core.windows.net/assets/38a95...
- @iea.org says "Today, utility-scale batteries paired with solar PV are already competitive with new coal plants in some countries like India. In just the next few years, batteries + solar will be cheaper than new natural gas plants in the US & new coal in China" (Source: x.com/iea/status/1...)
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- China is still Coal powered, and that keeps growing. Renewable expansion is rapid, but coal is still King.
- Battery storage has often been built on the back of grid service revenues. In relatively mature markets like the UK, these revenues are drying up fast. Batteries will become more reliant on unpredictable energy arbitrage. Other revenue streams will be key (e.g 24/7 PPAs) #energysky
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- New NREL modelling of 61 scenarios of US power sector thru 2050 is out. Under a current policies mid case, solar and wind look set to dominate with nuclear and gas still very much in the mix and storage ramping significantly #energysky (1/n)
- 45v is solid for green hydrogen and also avoids the worst loopholes for blue hydrogen. EU regulators should take note as blue h2 rules are finalised here
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- @mliebreich.bsky.social gives a masterful summary of Energy and AI, and good to get a call out. Given the significant load growth coming, we must get the carbon accounting right. Being really green is hard, claiming to be green is easy under today’s norms… about.bnef.com/blog/liebrei...
- Final 45v Clean Hydrogen tax credit rules are out today. For electrolytic hydrogen, the three pillars of hourly matching, deliverability and incrementality remain despite some flexibilities. This will change clean power sourcing and accounting. home.treasury.gov/news/press-r...
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- EU Solar Deployment is crumbling. One of the key factors is declining capture rates due to a lack of flexibility in the system and and a lack of focus on system integration. PPAs and CfD must go more hydrid with storage from now on to integrate more solar api.solarpowereurope.org/uploads/Sola...
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- Germany and energy. Two pictures: 1) Germany, like most of the EU has energy prices that are too high, volatile and reliant on imported gas. This is dragging it's economy down. 2) Germany does not invest enough. As investing in clean electricity is the ONLY way out of the bind, it must do more.
- Consequential emissions analysis uses counterfactuals to estimate emissions avoided by an action. New NREL looks at this for the power sector. In theory, this is the best way to think about power sector interventions, BUT in practice, there is not good way yet (1/3)... www.nrel.gov/docs/fy25ost...
- Ultimately the only way to make the transition a lock-in is to make fossil the expensive option. In the transport sector this is already the case in the world’s largest market and will become the case everywhere in the coming years. Producers who don’t go EV will die.
- Wilson’s work on new technologies and clean power procurement will shape policy (e.g clean h2) and global standards (e.g GHG protocol) for many years ahead. Zero lab make research directly relevant to real world problems like few pthers. Congrats @wilsonar.bsky.social and @jessedjenkins.com
- Annual or hourly matching for electricity carbon accounting? This question may seem like a "detail". Not at all. Hourly matching of clean generation ensures clean electrolytic hydrogen, annual matching is labeled clean but is heavily fossil-reliant. www.resources.org/common-resou....
