California will be going into summer drought free for the second straight year!

The state's drought severity index is at its lowest level in 13 years, with only 2.6% of CA experiencing abnormally dry conditions, the lowest since 2011.

#CAwx

I've updated my charts showing the progress of electrification of India's vehicles.
Three-wheelers are doing extremely well, but they're a fairly small share of the market.
robbieandrew.github.io/india/index.ht…

China’s economy may be struggling to grow, but its electricity industry is not. Power consumption rose by 6.7% in 2023, marking the fourth straight year that electricity use grew faster than GDP. And China is well on its way to becoming the most electrified economy in the world.

The world's top chipmaker, TSMC, gets $11.6 billion in grants and loans from the US to build three factories in Arizona trib.al/gnLSlqy

The share of all US tech-industry jobs that are located in California has now fallen to some of the lowest levels in a decade, dropping a full percentage point over the last year alone

Good article (which quotes me). A very rough calculation suggests a solar fence could cost as little as 30 euros per meter (for 1.1 meter high fence), which is... pretty cheap even just for a material.

*RIVIAN 1Q VEHICLES DELIVERED 13,588, EST. 11,893

As always Tyler Norris proves why he is an invaluable read.

New Solar record for ERCOT - 18,273 MW - a jump of over 1,000 MW from previous record last month.

Note: record was about 12,000 MW - one year ago. Wow!

gridstatus.io/records/ercot?…

China’s biggest oil company promises all of its output will be fueled by renewable power by 2033 trib.al/hu7bJkR

Ferrari is partnering with South Korea’s SK On to develop batteries for its future electric supercars trib.al/TFEWbF3

I enjoyed Mathias Gjesdal Hammer's look at the annual Larry Letter today for Semafor. Something I've had fun with too!

BREAKING: Ship collides with Francis Scott Key Bridge in Baltimore, causing it to collapse

. Edward White of the FT is on a bit of a roll -- really good reporting on China's auto sector

'Last year, China produced 17.7mn cars with internal combustion engines, a 37 per cent fall from 28.3mn in 2017.'

1/x

The ERCOT grid set a new record today getting almost 73% of its electricity from wind and solar!

Remember when some folks said 20% would break it?

New siting and permitting bill for interregional transmission lines just dropped.

Kudos to Rep. Scott Peters & Senator John Hickenlooper for being leaders on the Democratic side for permitting reform.

Shell plans to divest 1,000 retail sites in response to growing demand for electric vehicle chargers trib.al/tWwzkXE

Researchers could soon provide disgruntled New Yorkers with an interactive AI-powered map showing them the location of scaffolding, how long it’s been there and whether or not it has a permit: econ.st/3Vdi2SI 👇