John Kostyack

@kostyack.bsky.social

5349 Followers 2042 Following

Consulting on climate change & the energy transition for NGOs & foundations at Kostyack Strategies. Senior Contributor at Forbes.com & Senior Fellow at ceea.us. All opinions expressed here are solely my own.

Coway HEPA air purifier
Map of announced, operating, permitted and "permit pending" BTM gas plants in Texas. Size of circles indicates projected GHGs. Source: Texas Tribune, using Cleanview data.
Capacity committed at July 2026 PJM auction by power source
Energy Innovation chart on projected capacity additions of differing fuel types through 2040. Highlights differences between January 2025 forecasts (pre-Trump policies) and mid-2026 forecasts.
Results of Heatmap's January 2026 expert survey on climate performance of hyperscalers.
Headline from July 10 George Will op-ed in WaPo
Graph showing relationship between electricity demand and system costs.
BNEF projections of data center-driven gas consumption by region
Total power consumption emissions of Big 4 hyperscalers, per analysis of disclosures by Ketan Joshi.
Temperature change in Washington DC relative to average of 1961-2010. Credit: showyourstripes.info
SMEs are increasingly dependent on the private credit industry.
US households' exposure to stocks has increased substantially since the Dotcom bust, at every income percentile.
Projected annual onshore wind installations in the US
Planned and operating data centers in Texas
Total value of new gas generation final investment decisions by country, region or use-case, between 2025 and the first quarter of 2026, $bn. Source: IEA.
Annual investment in fossil-fuel power in China and the US, $bn. The figure for 2026 is an IEA estimate, based on current trends.
Gas Consumption of Six NE Gas Plants Omitted from EIA Forecast
Burgum on Breitbart claim that the intelligence community has evidence of foreign influence campaigns linked to data center opposition
Big Tech's updates to its cap ex plans revealed in March show that another $65B was added
Percent share of projected electricity demand attributable to data centers, by region
Water consumption by three types of energy sources in Texas
Percent share of Texas water use taken by data centers under different energy source scenarios
Bloomberg NEF projections of data centers' fossil gas consumption through 2035.
Relative capacity of different energy sources in new PJM Interconnection queue
Planned data center capacity, showing more than half is from developers with no operational track record
Share of data center meetings where each topic was raised
What data center bills are really about
Tesla's battery storage deployments fell 15% y-o-y in Q1 2026
Significant US data center capacity at risk of delay
Screenshot of opening screen when logging into Bluesky
16 GW of power deals announced by 5 hyperscalers in 2026
Requested vs fulfilled requests for redemptions from private credit funds in Q1 2026.
Visualization of Meta's Hyperion data center compared to MSY airport and Central Park.
Bill Barr's WaPo op-ed claims that climate activists are infiltrating the courts
NERC Risk Area Summary 2026-2030
Chart showing increased EU solar deployment after Putin's invasion of Ukraine
Berkeley Lab (Dec 2024) on PJM capacity auction.
Timeline of total installed lithium-ion grid-scale battery storage capacity.
Billionaire political contributions as a % of total contributions
Morningstar review of proxy voting records of US and European asset managers in 2023-2025.
The share of industrial-policy actions by China and the U.S. that are aimed at supporting low-carbon technologies in different periods of global trade
Email to Elon Musk from Jeffrey Epstein's assistant.
Headline of 1-29-26 Washington Post op-ed telling the climate movement not to block energy infrastructure.
GEM: U.S. triples gas power plans to meet data center demand
Sierra Club report highlights 5 public pensions in US with climate-related investment targets.
Largest cap-ex is from data centers
Leasing by big tech companies
Tech cap ex compared to other cap ex in 20th century
Increases in average annual premiums in seven key states.
Grid Strategies benchmark forecasts of data center demand compared with utility forecasts.
Grid Strategies analysis of summer peak load forecasts
Annual Fossil CO2 Emissions, Global - Global Carbon Project via Hannah Daly
Georgia Power's electricity bills over time, courtesy of Southern Environmental Law Center.
US electricity generation increases based on scenario of gradual ramp up to McKinsey's projected 3.5% CAGR in the 2030s.
Since January 1, these billionaires have gotten $460B richer due to AI and data centers.
IEA (2025): Renewable capacity expansion changes from Renewables 2024 to Renewables 2025 in selected countries or regions, 2025-2030
Heatmap poll of more than 3,700 registered voters across the United States on who they blame for rising electricity prices.
Rhodium Group (Sept 2025): Sources of electricity demand growth from 2024 levels in 2030 and 2040.