KCD @notoriuscrd

Energy enthusiast Calgary, Alberta Joined March 2011

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KCD @notoriuscrd

6 months ago

@JenscapeRsrch 😂

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Each year, Michael Cembalest at JPM publishes a fantastic, unbiased summary of the state of energy and climate. I find his data invaluable for staying grounded in the facts. Here are 20 slides that stood out to me. His data, my commentary. Link to the report at the end. 1/x

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John Arnold @johnarnold

a year ago

@Arnold_Ventures The problem of global climate policy in one slide. The best that can be said is that newer coal fired generation is materially less dirty than plants built 50+ years ago (though is still dirty). 14/x

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John Arnold @johnarnold

a year ago

Contrary to the prevailing narrative, energy has become more affordable over time, especially of late.

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NATGAS @USAEnergyNatGas

a year ago

Solar forecast YOY is impressive. Cloud forecasts are going to be a thing in many areas.

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John Arnold @johnarnold

2 years ago

I'm surprised there isn't more consumer uproar over online price discrimination on factors like location, device type, demographics, and browsing history. Have consumers accepted the practice or just don't know it's happening?

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Andrew McCarthy @AJamesMcCarthy

2 years ago

I rented a $17k lens to photograph the recent starship launch in detail. When I aligned and stitched all the photos I took together, it made a unique video showing the entire event from launch to catch. I hope to ride on Starship one day.

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KCD @notoriuscrd

2 years ago

@johnarnold And Texas the envy of the other 49 states

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KCD @notoriuscrd

2 years ago

@USAEnergyNatGas Shhh I’d rather it be a secret:)

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KCD @notoriuscrd

2 years ago

@WTIBull 😂

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KCD @notoriuscrd

2 years ago

@Holy_Helicity Perhaps more concerning for bulls should be cal 27 and beyond breaking down

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KCD @notoriuscrd

2 years ago

@PaulSaladino7 HH cash is 2.64 and it going to hit 96 in Chicago- that’s the reality

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KCD @notoriuscrd

2 years ago

@Holy_Helicity 2.64 Balmo HH in a ring of fire - sofaking bearish

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KCD @notoriuscrd

2 years ago

@HFI_Research Balmo HH went out at 2.79 - if cash can’t perform next week hard to be bullish $3.00 July-Oct.

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KCD @notoriuscrd

2 years ago

@USAEnergyNatGas 100%

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KCD @notoriuscrd

2 years ago

@USAEnergyNatGas Wow

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KCD @notoriuscrd

2 years ago

@firstenercast 😂

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KCD @notoriuscrd

2 years ago

@USAEnergyNatGas 100% - going to be interesting come September

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John Arnold @johnarnold

2 years ago

A lot has been written about the coming power demand from AI data centers. The actual impact will be determined by a big unknown, future efficiency gains. Growth doesn't always equal increased load. US power demand was flat from 2007-22 as efficiency gains offset economic growth. Same was true of data center load from 2015-19. This changed starting in 2020 as the easy efficiency gains had already been enacted. Since then, growth overwhelmed new efficiencies, translating to increased load. What's changed now is the immense focus and incentives on finding ways to decrease energy consumption per pFLOPS. The cost of power has become a very significant and quickly growing cost. AI companies are worried power will end up being the constraint on models. The strain on the grid is causing municipalities to rethink the net effect of new centers. Every developer is intensely focused on cutting energy demand today. Nvidia has clearly heard this and stressed the efficiency of its new Blackwell platform. I'm sure the numerous other efforts to make chips are focused on power consumption. Data center load forecasts like the one below assume gains, though at historically low levels. The pathway to ensuring there's enough power to run future models and minimizing the environmental footprint of AI will be getting much higher levels of efficiency.