Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Podcast

How Texas Could Destroy Its Electricity Market

Rob and Jesse talk with Texas energy expert Doug Lewin.

The rotunda of the Texas statehouse.
Heatmap Illustration/Getty Images

Texas is one of the country’s biggest producers of zero-emissions energy. Last year, the Lone Star State surpassed California to become the country’s No. 1 market for utility-scale solar. More solar and batteries were added to the Texas grid in 2024 than any other energy source, and the state has long dominated in onshore wind.

But that buildout is now threatened. A new tranche of bills in the Texas House and Senate could impose punitive engineering requirements on wind, solar, and storage plants — even those already in operation — and they could send the state’s power bills soaring.

Doug Lewin is the founder and CEO of Stoic Energy Partners in Austin, Texas. He writes the Texas Energy and Power Newsletter, and he is the host of the Energy Capital podcast. On this week’s episode of Shift Key, Jesse and Rob talk with Doug about how Texas became a clean energy powerhouse, how it has dealt with eye-watering demand power growth, and why a handful of bills in the Texas statehouse could break its electricity market. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.

Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.

You can also add the show’s RSS feed to your podcast app to follow us directly.

Here is an excerpt from our conversation:

Robinson Meyer:  What is the menagerie of legislation here that folks need to understand? What should they be following?

Doug Lewin: There’s a couple of different flavors of this. There’s a bunch of them that are just right up, they’re on a level like 1A, 1B, 1C, 1D — they’re all major, major problems that if any of them passed, the cost for all consumers in Texas would go up. And this is something that I think is starting to set in at the legislature right now — that members are starting to think about, what does this vote look like? If I actually take this vote and power prices go up 20%, 50%, 80%, what have I just done? That’s starting to set in.

But I would say one of them that is the most pernicious — and I think you’re going to see this around the country as a lot of the national groups start talking about it more and more — is firming requirements on renewables and assigning them to individual projects, or even individual developers across their portfolios. Because as you guys know, and I think most of your listeners know, but legislators don’t necessarily know yet — they’re getting an education in real time right now — you don’t firm for individual resources. You firm for a system, right? That is far more economically efficient. '

And we should talk about the right level of how many backups we need. Those conversations have been going on for years, and they continue to go on in Ercot stakeholder forums and at the Public Utility Commission. But to require every resource to have its own backup, you create, as I heard one witness at one of the hearings say, you’ve got a thousand mini Ercots, right? Everybody’s gotta have their own backup. That is an insane way to run an energy system.

Meyer: Can you just describe what exactly you mean by — like, what would it mean to firm up solar? What do these bills actually require?

Lewin: One of them actually requires solar to have full, 24-hour, round the clock backup. So like, forget the fact that solar has meant so much for Texas in the summertime. We had no conservation alerts last year, 2024, the sixth hottest summer in the history of the state. Not only did we not have any blackouts or energy emergencies, not even a conservation alert, all summer long. Because that 30 gigawatts, when it’s hottest, when it’s 105 degrees [Fahrenheit] and all those air conditioners are cranking all around Texas — we love our air conditioning — solar is just perfectly suited for that. But no, you would have to back it up around the clock.

Music for Shift Key is by Adam Kromelow.

Green

You’re out of free articles.

Subscribe today to experience Heatmap’s expert analysis 
of climate change, clean energy, and sustainability.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Climate Tech

Lunar Energy Raises $232 Million to Scale Virtual Power Plants

The startup — founded by the former head of Tesla Energy — is trying to solve a fundamental coordination problem on the grid.

A Lunar Energy module.
Heatmap Illustration/Lunar Energy

The concept of virtual power plants has been kicking around for decades. Coordinating a network of distributed energy resources — think solar panels, batteries, and smart appliances — to operate like a single power plant upends our notion of what grid-scale electricity generation can look like, not to mention the role individual consumers can play. But the idea only began taking slow, stuttering steps from theory to practice once homeowners started pairing rooftop solar with home batteries in the past decade.

Now, enthusiasm is accelerating as extreme weather, electricity load growth, and increased renewables penetration are straining the grid and interconnection queue. And the money is starting to pour in. Today, home battery manufacturer and VPP software company Lunar Energy announced $232 million in new funding — a $102 million Series D round, plus a previously unannounced $130 million Series C — to help deploy its integrated hardware and software systems across the U.S.

Keep reading...Show less
Blue
Adaptation

Why Driverless Cars Still Can’t Handle Snow

Black ice is dangerous, even for the robots.

A robotaxi in the snow.
Heatmap Illustration/Getty Images

If all the snow and ice over the past week has you fed up, you might consider moving to San Francisco, Los Angeles, Phoenix, Austin, or Atlanta. These five cities receive little to no measurable snow in a given year; subtropical Atlanta technically gets the most — maybe a couple of inches per winter, though often none. Even this weekend’s bomb cyclone, which dumped 7 inches across parts of northeastern Georgia, left the Atlanta suburbs with too little accumulation even to make a snowman.

San Francisco and the aforementioned Sun Belt cities are also the five pilot locations of the all-electric autonomous-vehicle company Waymo. That’s no coincidence. “There is no commercial [automated driving] service operating in winter conditions or freezing rain,” Steven Waslander, a University of Toronto robotics professor who leads WinTOR, a research program aimed at extending the seasonality of self-driving cars, told me. “We don’t have it completely solved.”

Keep reading...Show less
Yellow
AM Briefing

Courting a Win

On the FREEDOM Act, Siemens’ bet, and space data centers

Doug Burgum.
Heatmap Illustration/Getty Images

Current conditions: After a brief reprieve of temperatures hovering around freezing, the Northeast is bracing for a return to Arctic air and potential snow squalls at the end of the week • Cyclone Fytia’s death toll more than doubled to seven people in Madagascar as flooding continues • Temperatures in Mongolia are plunging below 0 degrees Fahrenheit for the rest of the workweek.

THE TOP FIVE

1. Interior Secretary suggests Supreme Court could step in to kill offshore wind

Secretary of the Interior Doug Burgum suggested the Supreme Court could step in to overturn the Trump administration’s unbroken string of losses in all five cases where offshore wind developers challenged its attempts to halt construction on turbines. “I believe President Trump wants to kill the wind industry in America,” Fox Business News host Stuart Varney asked during Burgum’s appearance on Tuesday morning. “How are you going to do that when the courts are blocking it?” Burgum dismissed the rulings by what he called “court judges” who “were all at the district level,” and said “there’s always the possibility to keep moving that up through the chain.” Burgum — who, as my colleague Robinson Meyer noted last month, has been thrust into an ideological crisis over Trump’s actions toward Greenland — went on to reiterate the claims made in a Department of Defense report in December that sought to justify the halt to all construction on offshore turbines on the grounds that their operation could “create radar interference that could represent a tremendous threat off our highly populated northeast coast.” The issue isn’t new. The Obama administration put together a task force in 2011 to examine the problem of “radar clutter” from wind turbines. The Department of Energy found that there were ways to mitigate the issue, and promoted the development of next-generation radar that could see past turbines.

Keep reading...Show less
Red