Jigar Shah
@jigarshahdc
husband, dad, focused on elevating American entrepreneurs and innovators to achieve energy abundance by deploying at scale. It's simple, not easy.
Data centers get blamed for rising electricity rates. Amit Narayan says the fix isn't building more power plants — it's using the grid we already have smarter, and it could lower rates for everyone.
Granholm's point is blunt: 70% of IRA factory announcements landed in red America — and almost nobody knew. If clean energy is going in people's homes, they need to know where it came from.
Companies have pitched demand response for 20 years. Now with new solutions, these companies can actually manage feeders and get more out of the grid that we have already paid for. Natasha Crowe (Octopus) says the fix isn't new tech — it's finally automating what's already sitting in your driveway.
Two things happened almost simultaneously: - Diesel hit $7.50 per gallon - Tesla Semi produced its first unit off its new high-volume production line in Sparks, Nevada on April 29, 2026. energyempirepodcast.substack.com/p/california...
Tesla is shipping Semis! Truckers say that once they drive one they won't go back. Less aches and pains, less noise, more control. With 500 miles of range, these trucks can now offset 10% of Class 8 trucks on the road today, even with slow 350kW charging.
Donald Trump is the unintended Clean Energy President? @energyempire.bsky.social
Capital is moving away from extraction to prioritize the deployment of electrotech. Institutional investors are moving away from fully merchant markets towards predictable infrastructure returns.
On demand destruction, the argument is basically that the natural dynamics of the market requires very high oil prices. This is because there is an assumption that there is a lot of inertia and therefore a very high discount rate. So oil has to go above $200/bbl to encourage this
Virtual Power Plants can help data centers get connected faster while giving consumers a 20% discount on their electricity bill. VPPs are anchored by batteries, EV charging, and smart water heaters. Fastest way to meet load growth. @energyempire.bsky.social
Plug‑in solar is emerging as one of the simplest, lowest‑cost ways for households to cut energy bills—yet U.S. regulations haven’t kept pace. In my new co-authored article for @WRI Energy Program, I break down what needs to change and how Europe is showing what’s possible www.wri.org/insights/ena...
First episode of @energyempire.bsky.social we cover some of the SunEdison story. @philradford.bsky.social and I walk into the bar and the bartender gets interested in solar power and next thing you know he joins the solar industry!
🧵 THREAD: Energy Empire — The Podcast Clean Energy Needs 1/ For most of my career, people asked why I stuck with solar when it was fringe. My uncle said it was a career mistake. Turns out it wasn’t.
The IRA launched a manufacturing renaissance, Trump is working hard to cancel it.
I hear you but my sense is that exponential growth is hard to appreciate in the moment. Easiest to see after the fact.
If 80% of everything add to the grid for the next ten years in Texas are solar, batteries, wind, nuclear, and geothermal… www.utilitydive.com/news/ercot-c...
It will keep growing but less fast, base is so big! taiyangnews.info/markets/taiy...
Solar didn’t just shine in 2025 — it shutdown all of the naysayers. Costs collapsed. Deployment exploded. Markets shifted gears. That’s not a trend — that’s transformation. Years of progress. Years of scale. No shortcuts. No flash. While others exposed their shortcomings, solar forged ahead.
Batteries simple help to shift peaks so that you can use the existing infrastructure more cost effectively. Most of our distribution wires could double their capacity utilization. You still need to build out all of the generation folks were going to do. But you save $550b in wire/substation capex
Clean Energy accounted for all electricity growth this year. Gas/Coal were basically a wash and will be for years to come for electricity generation. We need to ramp up batteries because they are 90% cheaper than distribution grid upgrades which is the main reason we have rate increases.
DERVOS was amazing this year! DERs and demand flexibility are one of the few tools that can be deployed at scale over the next few years to reduce electricity rate increases across the country
What is fascinating here is that NJ is dominated by nuclear and natural gas generation. The fact there was too much nuclear and natural gas generation that drove coal plants out of business is not the fault of "renewables." Coal was shut down by plentiful NatGas.
Wow, demand flexibility has been in the news a lot the last few weeks. It is one of the few tools that can be deployed at scale over the next few years to eliminate rate increases across the country. Sign up here to join me in October in NYC and meet the people making it happen! luma.com/dervos2025
We are well on our way for 160GW of Virtual Power Plants to be enrolled in demand flexibility programs by 2030. Behind-the-meter batteries, water heaters, thermostats, EV chargers, so many new devices come with an app on your phone so they can be enrolled to give the payer a 20% bill discount