02 Seems a good day to run the heat pump. https://t.co/uQYEkD2yxI https://t.co/fbYc4oUcXP X · Ed Porter (@edcporter) · 원문 발행 2026.10.25 20:37 KST원문 ↗
03 Thanks for the write up. Agree with your comments. Worth starting with why I like the episode: we’ve done lots on how batteries work etc. All positive growth stories. But this gas transition will be difficult and if we get it wrong, have unnecessarily large costs for consumers and in the worst case, have that cost raised from power prices and slow down the transition (a consultation being looked at). Running through your list 1) yes agree, the main point here is the cost & that was in the episode. If the cost never gets low enough then the engineering of whether it is possible is irrelevant (or should be). 2) interestingly this was accepted. Seems they are mostly pushing for hydrogen clusters on industrial sites, and this is more logical. That’s a big change. 3) I’m not sold on hybrid boilers in homes, that’s too much CAPEX for very little use. But in an industrial setting it could be very useful to have power demand off for a few weeks. I expect that type of demand reduction would be paid for by the system operator. Check out the episode with Energynest on thermal storage where we discuss this. 4) exactly. This has the potential to be poorly managed and if we’re not think about cul-de-sac examples of taking out sections of the grid we’re going to pay too much for this. Interesting that regulation blocks this today. 5) yes, I expect nationalisation will be considered. The other angle I could see is to combine gas and power network owners, so the swapping of one for the other doesn’t cause a managed decline of one company. Bonus 6) I should have talked about primary energy too. Appreciate your comments, I’m keen to go back to these harder topics in future episodes. X · Ed Porter (@edcporter) · 원문 발행 2026.10.25 16:28 KST원문 ↗
06 NEM: the connection application stage is meant to run 80 days under the rules, but the median is 8 months. The real delay sits downstream. Proponent implementation has nearly tripled since mid-2024, from 6.5 months to 20.3 months, with no deadlines governing that stage. https://t.co/rt9cp8Pf2j X · Ed Porter (@edcporter) · 원문 발행 2026.10.23 17:16 KST원문 ↗
09 Great Britain: connections reform has pushed 6.5 GW of the BESS pipeline back by at least six months. Counterintuitively, that helps the projects that do connect on time. Under the same market conditions, slower buildout means less competition and higher revenues per MW. https://t.co/UQNVnK8WHz X · Ed Porter (@edcporter) · 원문 발행 2026.10.23 03:08 KST원문 ↗
10 Congratulations to the BW ESS team on closing financing for Hams Hall, and to all their project partners. It's really cool to see projects of this size come through, and I'm excited to see the scale of what's coming down the pipeline. At a time when our power markets are increasingly stressed and we need flexibility, this is the news we need to see. X · Ed Porter (@edcporter) · 원문 발행 2026.10.23 02:50 KST원문 ↗
12 미 에너지부, 16개 주 63개 부족 주도 사업에 1억2,500만 달러 이상 지원 협상 대상 선정 미국 에너지부 DOE News · 정부발표 · 원문 발행 2026.10.22원문 ↗