Scott Thomas

Constellation Energy's acquisition of Calpine represents a transformative development in the U.S. energy sector, with significant implications for market dynamics and grid interconnection. The merger's success will depend on effectively integrating diverse energy assets, strategic infrastructure investments, and careful navigation of regulatory landscapes. #EnergyTransition #GridModernization #MarketTrends Via Utility Dive https://lnkd.in/ghzgJnCB

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📣“We need more ships": a call to action📣 This week, the 🇺🇸President elected D.J.Trump gave an interview emphasizing the critical need for increased #shipbuilding. Key statements included: ⚓️"We need ships. China’s building, from what I’m hearing, every four days, they’re knocking out a ship. And we’re sitting back watching”; ⚓️“I’m a person that believes in the beauty of a ship”; ⚓️“We need more ships”. On Jan. 6th, these statements resonate deeply with the findings of the 🇺🇸Congressional Budget Office's "An Analysis of the Navy's 2025 Shipping Plan." This in-depth report examines the Navy's ambitious plan to increase battle force ships from 295 to 390 by 2054. The report underscores the #strategic challenge of achieving the required shipbuilding output, demanding a significant increase compared to recent production rates. It's time to invest in our industry: this year promises to be a pivotal one for the US ( and not only) shipbuilding industry. https://lnkd.in/dcnPuiw4 #Geopolitics #Shipbuilding #Defense #Strategy #Navy #NationalSecurity #USNavy #industry #Fincantieri

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"Since the cancellation of the 2022 elections, the commissioners have approved the construction of new natural gas turbines as well as bill increases to cover natural gas costs and construction of the newest nuclear reactor at Plant Vogtle. Next year, they’ll make all-important decisions about Georgia Power’s future energy plans, including possible expansions of renewable energy and closure of coal plants, and the next several years of power rates — all before voters have the chance to send new representatives to the commission." https://lnkd.in/eKR3Pn9g

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EQT Group’s new Transition Infrastructure strategy acquires distributed energy company Scale Microgrids Ryan Goodman Jan Vesely Warburg Pincus LLC #infrastructure #energytransition #cleanenergy #renewableenergy #privateequity

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Did you know that offshore wind is not only important for Virginia because it will provide us with clean energy, but also because it will create hundreds of jobs and significant revenue for the Commonwealth? Learn more about the opportunity to come from #OffshoreWind: https://lnkd.in/d8tNxCsT

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Toby Z. Rice, President & CEO, EQT Corporation, addressed Gastech delegates on 'Driving purposeful industry progress on methane reduction'. Rice commented: "Methane emissions are one of the biggest challenges to our industry. The cost of not addressing methane emissions will only increase the costs of energy developers as well as that of energy consumers – something we all want to avoid." "The most challenging this we deal with is the fact that political forces can overwhelm market forces, creating difficult operating environments for energy producers. Dealing with energy market challenges has never been more important, but also never more difficult. Our leaders have a tremendous responsibility to drive and strive the markets, and they should be a part of it, but they should not impede producers, rather incentivize the market to find sustainable solutions and drive change." Join the energy conversation at #Gastech.

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Mark Nelson, Managing Director of Radiant Energy Group, appeared on CNBC's Squawk Box this morning to discuss the latest developments in big tech investments in nuclear energy. His appearance coincided with Amazon's announcement of a $500+ million investment to develop nuclear reactors in partnership with X-energy. During the interview, Nelson highlighted the emerging trend among tech giants: "What we'll start to see is a race between the biggest tech companies to make bigger and bigger, more immediate investments in nuclear power." Nelson emphasized the significant shift in the industry's approach to energy: "After a decade of pointing the public, the government, and non-profits in one direction...what we're seeing now is that the big tech companies are finally stepping up to a leadership position...to deploy the nuclear that will benefit all of society." These insights underscore the pivotal role nuclear energy is poised to play in powering the future of technology and data centers. Check out the full interview below: https://lnkd.in/gq_KqqVG

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New report: “… examples of the growing [Advanced Energy] industry in Eastern Tennessee include Kairos Power, which is constructing one of the first advanced reactors in the U.S. in East Tennessee, and Orano USA selecting Tennessee as its preferred site to construct a multi-billion-dollar, state-of-the-art centrifuge uranium enrichment facility.” Tennessee Advanced Energy Business Council #ProjectIke #uranium https://lnkd.in/eapP_qhj

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𝗟𝗶𝘀𝘁𝗲𝗻 - 𝗖𝗵𝗿𝗶𝘀 𝗦𝘁𝗮𝗮𝗰𝗸𝗺𝗮𝗻𝗻 𝗼𝗻 𝘁𝗵𝗲 𝗘𝗻𝗲𝗿𝗴𝗶𝘇𝗶𝗻𝗴 𝗧𝗲𝗻𝗻𝗲𝘀𝘀𝗲𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 In Episode 28 of Energizing Tennessee, powered by the Tennessee Advanced Energy Business Council, host Cortney Piper dives into an insightful discussion with Chris Staackmann, Head of Operations of AESSEAL North America, and Solar Alliance’s President & CEO Brian Timmons and General Manager U.S. Jon Hamilton, about AESSEAL’s solar and storage project - the first of its kind in Tennessee!  🎧 "We believe we'll be able to provide a roadmap for other companies and organizations who share our concerns about ethical balance and sustainable development. The global business wants to ensure the sustainability of our planet for future generations will continue to allow industry to grow," said Chris Staackmann, Head of Operations of AESSEAL North America. We are proud to be part of this episode of Energizing Tennessee, showcasing leadership, innovation, and opportunities for regional growth. 🎙️ Listen to the episode here: https://lnkd.in/ey_2h8Zc #RenewableEnergy #Sustainability #AdvancedEnergy #SolarAndStorage #EnergizingTN #SolarAlliance #AESSEAL #TAEBC

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The reality is that replacing foreign coal with U.S. LNG leads to lifecycle emissions reductions, all while ensuring energy security for our allies.   A recent ICF study found that without U.S. LNG exports abroad, global GHG emissions would have increased in 2022 by over 112 million metric tons.   Learn more about our recent study we released with the Partnership to Address Global Emissions: https://lnkd.in/eQuanAjU

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Ever since Edwin Drake drilled the U.S.’s first oil well in Titusville, PA, in 1859, discovering and developing new sources of oil and gas has remained the energy industry’s passion. To this day, every major public upstream company still invests in finding and developing reserves — except one. In today’s RBN blog, we examine the unique approach taken by Diversified Energy Co., which has grown substantially by ignoring the “E” part of E&P. https://lnkd.in/ge5zZehh

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Tech companies, utilities and now the US government are purchasing clean, reliable nuclear energy to meet their growing energy needs.

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Duke Energy, North Carolina’s regulated monopoly utility, is planning to launch a new program for large energy customers, like big-box retailers, to purportedly support our state’s clean energy transition. The catch? The central option in the program fails to speed up carbon pollution reduction or the development of clean energy projects, like new solar power. A bipartisan state law requires Duke to reduce heat-trapping carbon pollution by at least 70% below 2005 levels by 2030. The program encourages large customers to pay the utility a premium to support clean energy projects that the utility is already required by law to procure. The program would confuse and mislead North Carolinians, who will expect participating businesses to make a difference in keeping our communities safer from the impacts of climate change. It also snubs companies, cities, and universities with strong climate action commitments, who have repeatedly emphasized the importance of establishing programs that allow participants to more meaningfully support the development of clean energy projects. On behalf of our partner SACE, and jointly with NCSEA, we’re asking the utilities commission to reconsider its approval of Duke’s disappointing program: https://lnkd.in/eEks8DdQ #CleanEnergy #NorthCarolina #ClimateChange #DukeEnergy

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ICYMI - in last week's edition of "It's WINDSday!" Arketa Howard, Strategic Initiatives & Community Engagement Manager at Virginia Natural Gas (VNG) discussed the need for a new compressor station to "enhance reliability and resiliency" and prepare for future demand in the region.  "There will be no additional pipes," says Howard, "and very little noise to bother nearby residents." Powered by electricity, it will also help VNG meet a "net zero emissions" goal by 2050. Read about this and more in the most recent edition of “It’s WINDSday!” our weekly e-newsletter. https://conta.cc/3VbgU0S

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Natural gas has become a bigger part of North Carolina’s #energy mix as the utility phases out coal. The private utility plans to add 9,000 megawatts of new gas-generated #electricity to the #grid in the next decade. #Solar and #wind generation will rise as well, but natural #gas will remain a large part of Duke Energy’s #power generation over the next decade, according to the utility’s most recent #carbon plan proposal. https://lnkd.in/gE9DazBd

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Supply Chain Shifts Open New Market Opportunities 🚀 💡 The Big Picture: #Startups rely heavily on efficient and reliable supply chains. When disruptions occur, it can be life-changing—especially for those in #defensetech. ⚖️ Why It Matters: In defense tech, government regulation isn’t just critical—it’s a matter of life and death. When the government changes the rules, it can either create or break markets. 🔥 What’s Happening: On one hand, regulations concerning China are tightening. On the other, the United States Department of Defense Office of Strategic Capital (OSC) is offering new loans to help startups adapt their supply chains to meet market and government demands. This creates huge opportunities for the entire ecosystem, fostering innovation and competition. 🔍 Dive Deeper: Check out OSC Director Jason Rathje’s statement here: https://lnkd.in/dCcYMwiw For further insights, see the first comment for an interesting article by Courtney Albon from Defense News. #innovation #technology #supplychain

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🚀 Exciting News Alert! Per the news on Tuesday of this week, the following entities have had movement to add to the recent changes in the landscape in the industry. Enbridge just sealed the deal on a game-changing acquisition from Dominion Energy Inc., making history as North America’s largest natural gas utility franchise! 🌟 Here’s the scoop: 🤝 Acquired Companies: 1. Dominion East Ohio: Serving over 1.2 million customers across 27 counties in Ohio. 2. Questar Gas: Covering 1.2 million customers in Utah, southwestern Wyoming, and Idaho. 3. PSNC Energy: Delivering to 600,000+ customers across 28 counties in North Carolina. 📊 Key Facts: - Enbridge is set to deliver a whopping 9+ billion cubic feet per day (Bcf/d) of natural gas across the U.S. and Canada. - With this move, Enbridge's gas utility business will reign supreme as the largest by volume in North America. - These acquisitions mark a rare opportunity due to the sheer scale and quality of the utilities involved. - Enbridge underscores the significance of natural gas utilities as vital infrastructure for ensuring safe, reliable, and affordable energy. 💼 Enbridge’s Existing Presence: - Enbridge Gas Inc., along with Gazifère, already serves 3.9 million connections in Ontario and Quebec, covering 75% of Ontario residents. This acquisition solidifies Enbridge's standing as a top-tier energy delivery company, dedicated to providing safe and reliable energy services for years to come. Let's power the future together! 💡 #Enbridge #NaturalGas #EnergyLeadership #America #future #womeninenergy #midstream Truly, CC Happy Friday!

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Exciting news for Virginia, home to $ISO’s Coles Hill Project, the largest undeveloped uranium deposit in the US! 🌟 Dominion Energy issued an RFP for an SMR at North Anna Power Station, Louisa County, taking a key step towards powering the US. Governor Glenn Youngkin, who attended today’s event stated, “The Commonwealth's potential to unleash and foster a rich energy economy is limitless. To meet the power demands of the future, it is imperative we continue to explore emerging technologies that will provide Virginians access to the reliable, affordable and clean energy they deserve. In alignment with our All-American, All-of-the-Above energy plan, small nuclear reactors will play a critical role in harnessing this potential and positioning Virginia to be a leading nuclear innovation hub." TSX: ISO | OTCQX: ISENF #Mining #Investing #Uranium #Nuclear

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Duke Energy, doubling down on fracked gas, gets a pass on a legal requirement to reduce its carbon emissions in North Carolina 70% by 2030. On our blog, North Carolina Campaign Manager Ridge Graham explains what the North Carolina Utilities Commission's recent order means for how we get electricity in the Tarheel State and how much it costs.

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