Category Archives: Natural gas

Solar power is beating fracked methane like the Internet won over BITNET

Why am I so sure that I will live to see fracked methane pipelines shut down, along with their tar sands and petroleum partners in crime? Because I’ve seen it before, a quarter century ago, when the Internet won over all other networks, including BITNET.

BITNET in the U.S. and Worldwide and the Internet, Matrix News 4.10 October 1994
BITNET in the U.S. and Worldwide and the Internet, in Matrix News 4.10 October 1994.

The exponential growth of the Internet sucked users away from all the other networks. Coal is already crashing so fast that cleaning up coal ash is the biggest issue. Nukes are closing left and right. “Natural” gas is still growing, but not as fast as solar and wind, which produced more new electricity than any other source in 2020. Soon, fracked methane will peak, and then it will fall fast, just like coal did. The bigger they are, the harder they fall.

Solar, wind, batteries and other storage will continue to soar until almost all electricity comes from them. A cleaner world, with profit for those who buy in, and lower power charges for everyone: it’s coming fast.

Vote for clean energy and help it arrive faster.

Remember FidoNet? Probably you’ve never heard of it, and this is why. Remember BITNET? Maybe not, but one of its neologisms lingers on: Continue reading

Southern Company Stockholder Meeting 2019-05-22

In this year’s pilgrimage to Pine Mountain, we will hear how part of Southern Company CEO Tom Fanning’s compensation will be tied to meeting the company’s low-carbon goals.

When: 10AM, Wednesday, May 22, 2019

Where: The Lodge Conference Center at Callaway Gardens,
4500 Southern Pine Drive, Pine Mountain, Georgia 31822

What: Southern Company 2019 Annual Meeting of Stockholders

Microgrids and batteries, Annual Report

That Annual Report page on Microgrids and Batteries looks good. Until you start to notice what’s missing from the documents.

Energy Mix, Annual Report So does this comparison of energy mixes in 2007 and 2018, at least as far as “Hydro, Wind, Solar” going from 1 to 11%. However, quite lacking is Continue reading

Solar faster, cheaper, no cooling water, no leaks, no explosions

Way back in 2014 I calculated that half the right of way acreage of the Sabal Trail fracked methane pipeline could produce just as much electricity, cheaper, faster, taking no land, using no cooling water, risking no leaks or explosions. Solar is even cheaper now, doubling deployed capacity every two years, and even Duke, FPL, and Georgia Power are building solar farms everywhere. So why do utilities persist in building more pipelines?

Net generation, United State, all sectors, monthly, Chart
Net generation, United States, all sectors, monthly, U.S. EIA.

Every electric utility can read that chart from the U.S. Energy Information Agency, which shows wind (the middle orange line) and solar (the green line coming up from the bottom) adding up to almost all of “other renewables” (the top blue line), with nothing else growing like that. All the pipelines rammed through regulatorially captured agencies don’t come close Continue reading

Southern Company sells off gas assets second time this year 2018-11-07

For the second time this year, Southern Company sells off gas-fired assets. Could it be to service debt for those way-late and over-budget Plant Vogtle nukes?

Southern Company, PR, 7 November 2018, Southern Power Reaches Agreement to Sell the Mankato Energy Center,

Southern Power, a leading U.S. wholesale energy provider and subsidiary of Southern Company, today announced that it has entered an agreement to sell the Mankato Energy Center to Xcel Energy for $650 million.

Mankato, a natural gas combined-cycle generation facility, will have a maximum capacity of approximately 760 megawatts upon completion of an ongoing expansion project. The completion of the sale, subject to regulatory approval and other closing conditions, is expected to be mid-2019.

“The Mankato Energy Center is a valuable part of the local community and the regional energy infrastructure,” said Southern Power President and CEO Mark Lantrip. “This transaction is a great opportunity to deliver value for the benefit of Southern Company shareholders.”

Proceeds from this transaction will be used to strengthen the balance sheet of Southern Company and position Southern Power to continue providing clean, safe, reliable and affordable wholesale energy to its customers across the U.S, including the expansion of one of the nation’s largest carbon-free renewable energy portfolios.

What does “strengthen the balance sheet” mean? Continue reading

Southern Company Stockholder Meeting 2018-05-23

This year the Southern Company annual report says increased energy revenues were “primarily due to increases in renewable energy sales”, yet Southern Power is selling off a third interest in its solar facilities. Why? To pay off debt from its failed Big Bet on Plant Vogtle nukes, and its new Big Bet on stranded assets in natural gas pipelines. I don’t think the future lies that way, Tom Fanning, abandoning solar power and getting in bed with Sabal Trail.

When: 10AM Wednesday, May 23, 2018
9AM breakfast

Where: The Lodge Conference Center at Callaway Gardens,
4500 Southern Pine Drive, Pine Mountain, Georgia 31822

What: Southern Company Annual Stockholder Meeting

Facilities in Operation or Development as of March 20, 2018, Annual Report
Facilities in Operation or Development as of March 20, 2018, Annual Report

Why would Southern Company sell off the assets that generated the most increase in revenue? On page 46: Continue reading

A Naive Projection of the Growth of the Internet

Just as four years ago I projected solar growth ten years ahead, a quarter century ago I projected Internet growth ten years into the future:

A Naive Projection of the Growth of the Internet
Graph: A Naive Projection of the Growth of the Internet, John S. Quarterman, Matrix News 2.2, MIDS, February 1992.

From 7.7 million Internet users in 1992, I projected the exponential growth of the previous few years ahead a decade, to about 3.8 billion people in 2002.

How close was that estimate? Continue reading

Et tu, FERC? No tax writeoffs for MLPs; pipeline stocks plummet 2018-03-15

On the Ides of March, FERC, apparently forgetting its the companies it supposedly regulates that pay its salaries, knocked pipeline company stocks down by disallowing a tax writeoff. This was one month after FERC inadvertently cleared a path for renewable sun and wind power through batteries. Look who got whacked the most, and not even FERC’s Sabal Trail rubberstamp permit reinstatement could save it:

Pipeline MLP vs. Electric Utility, Stock Charts
Stock price comparison, Wednesday, Thursday, Friday, 14, 15, 16 March 2018. The colorful candle canyon is for Spectra Energy Partners LP (SEP), which was by far the worst affected of those shown.

You may wonder as I do: what is FERC doing Continue reading

FPL parent NextEra Energy admits solar and wind far better investments than pipelines 2018-01-26

Even Sabal Trail partner NextEra Energy’s earnings call has far more about record solar and wind deployment and earnings (“added $0.67 per share”) than about pipeline declining earnings (“added $0.10 per share”) and misinformation, claiming Sabal Trail is operational and on schedule when it isn’t.

Which is better, NextEra, $0.67 or $0.10 per share? Oh, wait, effectively you answered that: “As the world’s current leader in wind, solar, and storage development….”.

Solar, NextEra Energy
Solar, NextEra Energy

One sentence is NextEra’s only mention of Sabal Trail; nothing about the Sierra Club lawsuit against FERC that less than a week later saw the DC Circuit Court reject all requests for rehearing, meaning as early as next week the court may mandate shutting down Sabal Trail. NextEra company FPL is the sole remaining customer listed in Sabal Trail’s custoner index. Maybe it’s time to bail out and get on with solar power in the Sunshine State.

NextEra Energy, via Motley Fool, 26 January 2018, NEE earnings call for the period ending December 31, 2017,

CEO and Chairman James L. Robo:

Fourth, we’re advancing our renewable product offerings as we prepare for the next phase of renewable development. As a result, our prospects for new renewables growth has never been stronger. As Continue reading

The shift has come: GE, Siemens massive job losses as fossil fuels crash and the sun rises

The carbon bubble is bursting, as jobs fly from some of the biggest companies in the world, because solar and wind power are taking over right now. It’s too late to bet on the wrong nuclear horse or the wrong pipelnie snake. Get out of fossil fuels now: the sun is rising.

Tiffany Hsu and Clifford Krauss, New York Times, 7 December 2017, G.E. Cuts Jobs as It Navigates a Shifting Energy Market,

General Electric, whose new leadership is moving to eliminate bloat and grapple with the fallout from earlier, ill-timed decisions, is taking drastic steps to keep pace with seismic shifts in the global energy industry.

GE ranks first in 2017 downsizing after 12,000 more jobs: Brandon Kochkodin, Bloomberg, 7 December 2017
Brandon Kochkodin, Bloomberg, 7 December 2017, GE Ranks First in 2017 Downsizing After 12,000 More Job Cuts.

The company said on Thursday that it would cut 12,000 jobs in its power division, reducing the size of the unit’s work force by 18 percent as part of a push to compete with international rivals in a saturated natural gas market, adjust to “softening” in the oil and gas sectors and stay abreast of the growing demand for renewable energy.

Solar and wind energy technology is increasingly being deployed Continue reading

Horses to automobiles in NYC: 13 years

This is how fast energy sources can change: from all horses but one automobile in the 1900 New York Easter Parade to all automobiles but one horse in the 1913 Easter Parade.

horses in 1900
Source: U.S. National Archives

The automobile above is easier to spot than the horse below, 13 years later. Continue reading