Matt Dancho

New England’s deep-blue states may become all too familiar with energy rationing and blackouts this winter, courtesy of their overreliance on green energy. You cannot operate the system without dependable energy. https://lnkd.in/eMJ2uxj4 #energy #power #reliability #policy

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This DOE analysis highlights a critical infrastructure risk that deserves serious attention, regardless of one's position on energy policy. From a risk management perspective, the potential 100x increase in blackouts represents a scenario that demands comprehensive contingency planning. What strikes me most is the timing mismatch between demand growth (particularly from data centers) and reliable generation capacity additions. This is a classic infrastructure planning challenge where the risk-reward calculations become complex. The key insight here isn't choosing sides in the renewable vs. traditional energy debate, but rather ensuring we have robust risk mitigation strategies that account for all scenarios. Effective grid reliability requires diversified approaches - whether that's improved storage technology, demand response capabilities, or maintaining critical baseload capacity during transitions. As leaders, we need to move beyond ideology and focus on evidence-based risk assessment. The real question isn't whether this projection is perfectly accurate, but whether we're prepared for various reliability scenarios as our energy landscape evolves. What risk mitigation strategies are others seeing in their regions to address potential supply-demand imbalances? #Risk, #EnergyRisk, #RiskStrategy, #StrategicPlanning, #IDEA, #APPA, #Energy, #EnergyStorage, #ThermalStorage,#BESS, #Solar, #Renewables, #Coal, #Grid, #Blackouts, #Brownouts

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Everyone’s talking about AI-readiness in industrial distribution and manufacturing. But the foundation isn’t model selection or infrastructure. It’s structured data. Take this common line item: 4", ELBOW: SCH STD, LR 90 DEG, BW, A-234-WPB-S The latest models can now break this out with 95%+ accuracy into: {  "category": "FITTING",  "size": "4"",  "type": "LR 90 ELBOW",  "schedule": "STD",  "end_connection": "BW",  "material_specification": "A-234",  "material_grade": "WPB" } Instead of doing this 100% manually — or never getting to it because it’s been pushed to next week for the last 52 weeks — let AI do 80–90% of the work. Take a few days to review it. And now you, your ERP, your team — you’re AI-ready in a major part of the business. Quiet improvement. High leverage.

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Consider this: Employers spent an average of $45.29 per hour on total compensation for workers in the manufacturing sector in 2024, according to the Bureau of Labor Statistics. At scale, the projected labor cost for humanoids is roughly $1.29 per hour, according to venture capital firm UP.Partners. How are we looking to capitalise on this shift and manage our workforce? #automakers #robotics #manufacturing

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Liberty Energy is bringing modular gas-fired generation to a 875-acre Pennsylvania industrial park ⚡️ The 25 MW “power blocks” will provide onsite generation for the future Fort Cherry Development District, potentially scaling to over 1 GW of capacity over time. Possible customers include scalable data centers and other large load industrial facilities. 💻 The modular systems will source fuel from the nearby Marcellus Shale region, in hopes of delivering consistent power to industrial users. Why does this matter? 🤔 As electrification accelerates and the grid is stressed, localized energy solutions like this could offer a path forward — especially in power-dense industrial regions. Liberty’s model, which taps into local gas supplies while avoiding grid congestion, might be a better solution for how future industrial energy is deployed. 👍 Could modular, localized generation play a bigger role in energy strategy? Share your thoughts below. ⬇️ Source: Utility Dive 4/9/2025 Disclaimer: This post is made for entertainment purposes only. Nothing in this post constitutes investment advice. #naturalgas #electricity #energytransition #datacenters #technology

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API Specification Q1 10th Edition Addendum 2 Released by API - American Petroleum Institute Effective date of this Addendum is December 25, 2025 Significant changes as below for API Monogram facilities Clarification regarding the need to maintain control of the product through the licensed facility’s QMS. New allowance for returning product to the licensed facility for further manufacturing and marking. Requirements and allowances related to reapplication of the API Monogram to products previously Monogrammed. New guidance for applying the API Monogram after product delivery, under exceptional circumstances. Addendum 2 here, https://lnkd.in/d9_WqCBH

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🚨 The #1 reason tech projects fail to deliver ROI? It’s not bad code ❌ It’s not missed deadlines ❌ It’s an ownership gap. 😮💨 Who in your organization is personally accountable for ensuring that new software actually delivers the promised business value? 🤔 Not just the IT rollout – the outcome? If the answer isn’t crystal clear, value is already leaking. 💸 At SYTECH, we ensure every investment has a clear Value Owner ✅ before it begins. This isn’t just about implementation – it’s about transformation. ✨ Agree? / Disagree? #BusinessAccountability #DigitalTransformation

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Series on CO2 Storage Risks & Costs: Busting Perceptions & Myths Myth #3: “CO₂ Storage is Everywhere.” or my favorite "All Depleted fields can be reused as storage sites" The reality is more nuanced. 📌 Good CO₂ storage is not rare — but it is specific. It depends on geology, containment, injectivity, pressure behaviour, existing wells, and long-term monitoring feasibility. 📌 Storage is not about finding space underground. It’s about finding the right space, in the right place, with risks that can be demonstrated, regulated, and insured. That’s why many successful projects start with fewer, better sites — hubs that anchor entire regions and enable clean fuels, industrial decarbonisation, and long-term confidence. CO₂ storage isn’t plug-and-play. But when done right, it becomes strategic infrastructure, not a bottleneck. The real challenge isn’t whether storage exists. It’s whether we take the time to choose it wisely. #CCS #CarbonStorage #Geology #EnergyTransition #Decarbonisation #CleanFuels #SPE #MythBusting #CommerciallySensible

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⚡️ Holtec International and Siemens Energy are set to restart the Palisades Nuclear Power Plant, marking a significant milestone in sustainable energy. With $1.2 billion in funding from the U.S. Department of Energy, this recommissioning effort will restore operational capacity while ensuring safety and efficiency. 🔗 Watch the video and learn more: https://lnkd.in/g6JwrK5J

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A thread on a prioritization hierarchy for how to use natural gas. There is a lot of support from politicians and the natural gas industry for the use of natural gas in “baseload”* power plants. To my eye methane is a super valuable molecule that we can use in all sorts of beneficial ways and burning it 24/7 for power generation is the second-worst possible use case. Which raises the question: what are the best uses of natural gas produced in the USA? Here is my list of ways to use natural gas ranked in descending order of benefit to society--what did I leave out or get wrong? 1.        Feedstock for agrochemicals (fertilizer, pesticides, etc.) 2.        Outdoor grilling on the 4th of July or other special events 3.        Feedstock for plastics and other durable materials 4.        Feedstock for consumable chemicals and products such as nutraceuticals, shampoos, cleaning solutions, perfumes, etc. 5.        Exported as LNG to Europe and S. Central Asia to help our friends and allies get out from under the thumb of Vladimir Putin 6.        Exported as LNG to China to reduce their coal usage 7.        Backup and peaking power generation domestically 8.        Converted to ammonia to export to Japan, S. Korea, Singapore, etc. as they decarbonize their power sector  9.        Heating in old buildings in cold climates (especially where it can be used to displace fuel oil) 10.  Industrial heat in old facilities 11.  Feedstock w/carbon capture to make clean hydrogen that can be used for industrial heat and processes that are hard to electrify 12.  Indoor cooking in old houses that are well ventilated 13.  Heating in old buildings in mild climates  14.  Indoor cooking in old houses that are poorly ventilated 15.  Heating in new buildings in mild climates 16.  Indoor cooking in new buildings 17.  Mid-merit power generation 18.  “Baseload”* power generation 19.  Outdoor residential lighting during a summer afternoon in hot climates** *I put “baseload” in parenthesis because it is an antiquated concept that doesn’t really make sense in modern grid operations.  “Flexible” and “dispatchable” and “clean firm” power systems are valuable to the grid but “things with emissions that you must run 24/7 and can’t dial back” are not so useful.  **In my neighborhood many of the new mansions add outdoor gas lighting that they leave on round-the-clock including during the brightest hours of the day in the peak of summer, which is just insane.

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