Ramy Ibrahim’s Post

In the latest issue of Moelis's Clean Technology Monthly, we highlight what's in focus this earnings season in the sector, examine the rapidly growing U.S. data center market and take a closer look at why the transformer industry is poised for growth. We also sit down with the CEO of Budderfly to discuss challenges and opportunities as an EaaS company, and the future outlook for using technology to transform energy management, reducing costs and emissions. Click to learn more about Moelis’s dynamic advisory practice: https://bit.ly/3YD03a4 #CleanTechnology #Sustainability #EnergyManagement #DataCenters #GridModernization #EarningsSeason

What a great two days I just had at the Public Utilities Fortnightly Top Innovators 2024 Conference. Such a great experience to hear from utilities that are innovating in #transmission, #distribution, #distributedenergy, #customerengagment and so many other ways. I truly believe there is no industry that is innovating more than the #powersector right now. And with enormous load growth projected from #datacenters and #electrification over the next 20 years, #decarbonization goals and the integration of #renewablegeneration we've got to be. Keep breaking those eggs. #ProudToBeHitachiEnergy #HitachiEnergy

⚡No words needed to show how flexibility makes the difference in the management of the electricity network! ⚡ ✅Flexibility - flatter and more stable consumption through the day ❌No flexibility - peak demand hours, with risk of non supply Good visibility, powerful data analytics and smart control over the system will provide the tools needed to make the grid more flexible 🔀

𝐒𝐦𝐚𝐥𝐥 𝐦𝐨𝐝𝐮𝐥𝐚𝐫 𝐫𝐞𝐚𝐜𝐭𝐨𝐫𝐬-𝐓𝐡𝐞 𝐮𝐧𝐞𝐱𝐩𝐞𝐜𝐭𝐞𝐝 𝐩𝐨𝐰𝐞𝐫 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐭𝐡𝐚𝐭 𝐰𝐢𝐥𝐥 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐝𝐚𝐭𝐚 𝐜𝐞𝐧𝐭𝐞𝐫𝐬 ⚡️ ✔ #Datacenters globally consume about 𝟐𝟎𝟎 𝐓𝐖𝐡 of electricity each year, accounting for approximately 𝟏% of the world’s total electricity consumption. This number is projected to double in the next decade as #cloud computing, #AI, and #IoT continue to grow . ✔ #SMRs typically produce up to 𝟑𝟎𝟎 𝐌𝐖 of electricity per unit. Their modular design allows for quicker, more cost-effective construction compared to traditional reactors, which often exceed 𝟏,𝟎𝟎𝟎 𝐌𝐖 . ✔ The modular construction of #SMRs means they can be assembled in a factory and transported to deployment sites. This scalability is particularly advantageous for expanding #datacenter operations as additional SMR units can be added to match demand . ✔ #SMRs operate with a nearly carbon-free output, aligning with #sustainability goals crucial for data centers seeking to reduce their environmental impact SMRs can provide continuous and stable energy, unlike intermittent #renewableenergy sources like solar and wind, which require backup storage to ensure consistency. 𝐈’𝐦 𝐠𝐞𝐧𝐮𝐢𝐧𝐞𝐥𝐲 𝐜𝐮𝐫𝐢𝐨𝐮𝐬, 𝐰𝐡𝐚𝐭 𝐚𝐫𝐞 𝐲𝐨𝐮𝐫 𝐭𝐡𝐨𝐮𝐠𝐡𝐭𝐬 𝐨𝐧 𝐮𝐬𝐢𝐧𝐠 𝐧𝐮𝐜𝐥𝐞𝐚𝐫 𝐩𝐨𝐰𝐞𝐫 𝐭𝐨 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐨𝐮𝐫 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞?

𝗚𝗮𝘀-𝗙𝗶𝗿𝗲𝗱 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗳𝗼𝗿 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿𝘀: 𝗔 𝗕𝗿𝗶𝗱𝗴𝗲 𝘁𝗼 𝗮 𝗡𝗲𝘁-𝗡𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝗖𝗮𝗿𝗯𝗼𝗻 𝗙𝘂𝘁𝘂𝗿𝗲 Gas-fired power plants are emerging as a potential bridge for data centers on the path to net-negative carbon emissions, according to Clair Moeller, President and CEO of MISO. 𝗛𝗲𝗿𝗲'𝘀 𝗵𝗼𝘄: 𝗕𝗮𝗹𝗮𝗻𝗰𝗶𝗻𝗴 𝗚𝗿𝗼𝘄𝘁𝗵 & 𝗖𝗮𝗿𝗯𝗼𝗻 𝗚𝗼𝗮𝗹𝘀: Moeller highlights the dual mission of supporting economic growth while advancing toward zero-carbon targets. For data centers, this balance is crucial as they drive significant new power demands.    𝗡𝗲𝘁-𝗡𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝘄𝗶𝘁𝗵 𝗚𝗮𝘀: During certain times, especially low-wind and cloudy periods (~70-80 hours every three years), gas-fired generation can fill renewable gaps to maintain reliable power. 𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗙𝗼𝗿𝘄𝗮𝗿𝗱 𝘁𝗼 𝗦𝗠𝗥𝘀: Small Modular Reactors could be transformative, but Moeller suggests they’re still around 20 years from maturity. 𝗦𝗵𝗼𝗿𝘁-𝗧𝗲𝗿𝗺 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Data centers could invest in gas-fired power for current needs and transition these plants to backup grid support, enhancing resilience over time. 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗖𝗼𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻: Strengthening ties between electric and gas sectors, including solutions like on-site gas storage, could prevent costly new pipelines and improve grid stability. 𝗦𝘂𝗿𝗴𝗶𝗻𝗴 𝗗𝗲𝗺𝗮𝗻𝗱 𝗶𝗻 𝗠𝗜𝗦𝗢: With data centers proposing projects as large as 2.5 GW, equivalent to Indianapolis, MISO faces unprecedented load growth, often with tight timelines. 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗛𝘂𝗿𝗱𝗹𝗲𝘀 & 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗡𝗲𝗲𝗱𝘀: Current regulatory structures aim to prevent overbuilds but may now need to adapt for rapid buildouts. 𝗙𝗶𝗻𝗱𝗶𝗻𝗴 𝗖𝗼𝗺𝗺𝗼𝗻 𝗚𝗿𝗼𝘂𝗻𝗱: Moeller encourages states to find shared solutions across different priorities, whether carbon reduction or economic growth, to make MISO transmission planning more effective. 📢 𝗠𝗼𝗲𝗹𝗹𝗲𝗿’𝘀 𝗠𝗲𝘀𝘀𝗮𝗴𝗲: “𝗪𝗲 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗹𝗶𝘀𝘁𝗲𝗻 𝘁𝗼 𝗲𝗮𝗰𝗵 𝗼𝘁𝗵𝗲𝗿, 𝗳𝗶𝗻𝗱 𝗰𝗼𝗺𝗺𝗼𝗻 𝗴𝗿𝗼𝘂𝗻𝗱, 𝗮𝗻𝗱 𝗺𝗼𝘃𝗲 𝗳𝗼𝗿𝘄𝗮𝗿𝗱 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿.” 🎯 𝗖𝗼𝗺𝗽𝗹𝗲𝘁𝗲 𝗔𝗿𝘁𝗶𝗰𝗹𝗲: https://lnkd.in/eQU9HfdG #EnergyTransition #DataCenters #CarbonReduction #NetZero #EnergyInnovation

"𝙂𝙧𝙚𝙖𝙩 𝙩𝙝𝙞𝙣𝙜𝙨 𝙞𝙣 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝙖𝙧𝙚 𝙣𝙚𝙫𝙚𝙧 𝙙𝙤𝙣𝙚 𝙗𝙮 𝙤𝙣𝙚 𝙥𝙚𝙧𝙨𝙤𝙣. 𝙏𝙝𝙚𝙮'𝙧𝙚 𝙙𝙤𝙣𝙚 𝙗𝙮 𝙖 𝙩𝙚𝙖𝙢 𝙤𝙛 𝙥𝙚𝙤𝙥𝙡𝙚." - 𝓢𝓽𝓮𝓿𝓮 𝓙𝓸𝓫𝓼 Overcoming obstacles together offers compounding benefits, creating a dynamic of mutual support and shared growth that extends beyond what individuals or organizations could achieve alone. 𝗧𝗵𝗲 𝗰𝗼𝘀𝘁 𝗼𝗳 𝗱𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 𝗶𝘀 𝘆𝗼𝘂𝗿 𝘁𝗶𝗺𝗲, 𝘁𝗵𝗲 𝗰𝗼𝘀𝘁 𝗼𝗳 𝗶𝗻𝗮𝗰𝘁𝗶𝗼𝗻 𝗺𝗮𝘆 𝗯𝗲 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. For energy insights, follow: #EnergyNinjaChronicles Subscribe to the newsletter: 📩 https://lnkd.in/dGpq2-dC #energyinfrastructure #energymanagement #energymarkets #sustainability

🔌✨ #DISTRIBUTECH24 was a resounding success! The insightful sessions that sparked conversations around the future of energy distribution, especially in the realm of electric vehicles (EVs). 🚗 A big shoutout to Quinn Nakayama from Pacific Gas and Electric Company&E, Apoorv Bhargava, CEO of WeaveGrid and the rest of the panel for their compelling insights into how EVs are driving the evolution of energy distribution networks. Their expertise highlighted the critical role of innovative technologies and strategic partnerships in paving the way for a sustainable, EV-centric future. 🌱 The discussions underscored that the integration of EVs into our power grid isn't just about advanced vehicles but also about smart, resilient infrastructure that can adapt to the changing demands of our society. 🔗 Let's continue the momentum and foster the collaborations necessary to revolutionize our energy systems. Kudos to all the thought leaders and attendees who are steering this transformation! #EnergyTransition #ElectricVehicles #Sustainability #Innovation #SPGlobal

Grid Enhancing Technologies (GET) and Integrated Digital Grid Enhancing Technologies (I-GET) are revolutionizing the power grid sector. These innovations are not only driving significant cost savings but also vastly improving grid reliability and efficiency. By enhancing the capacity, flexibility, and overall reliability of power grids, GET and I-GET are paving the way for a more resilient and adaptable energy infrastructure. Infinigrid AS #Innovation #Securityofsupply #Powergrid

🌟The Role of Small Modular Reactors (SMRs) in the Data Center Landscape🌟 Small Modular Reactors (SMRs) are gaining attention for their potential impact on the energy sector, especially in data center operations. Their modular design, coupled with enhanced safety features and operational flexibility, positions SMRs as a promising solution for meeting sustainable energy needs in the modern world. The integration of SMRs into the data center landscape represents a significant step towards achieving sustainability goals and fostering energy innovation. This synergy between SMRs and data centers exemplifies a forward-thinking approach to meeting the increasing demand for energy in a responsible and environmentally friendly manner. Let's explore some interesting facts in this article. #SMR #NuclearEnergy #DataCenters #Sustainability #EnergyInnovation

Discover how #VirtualTwinExperiences powered by NETVIBES #DataScience is the right lever to tackle Infrastructure, Energy & Materials Industry today’s challenges and talking about concrete customer use cases. 👇 Listen to the interview with VP Infrastructure, Energy & Materials Industry Corinne BULOTA and NETVIBES CEO Morgan ZIMMERMANN. #AI #Energy #VirtualTwinExpereince #DigitalTwin #infrastructure 👀 http://go.3ds.com/Y9y