What happened to global electricity production in the first half of this year? 💨 Wind up ☀️ Sun up 🌊 Hydropower down significantly 🏭 Tiny increase in fossil fuels Without a massive drop in hydro, fossil fuel use would have fallen. From @EmberClimate's mid-year review.

We're going to look back in awe at how many gigatons of impact were driven by Stanford spin-outs. Fundraises announced just this week: $244m for Fervo Energy's next-gen geothermal🌋 $150m for Antora Energy's thermal batteries🔥 $20m for Anthro's safer batteries🔋

One Stanford class churned out 45 climate companies that raised $725m and created ~700 jobs in just 7 years. Some alums: Fervo Energy, Sublime Systems, Brimstone, MitraChem, Nitricity, Swift Solar, @guidewheel1, Holocene, Verne, Zanksar, Conduit, Furno, and more

Electricity demand is growing once again in the USA. Some folks are freaking out about it. How will we meet this demand in the near-term? Catherine Clifford (now at Cipher News) has a great summary of the solutions that can actually be deployed quickly: ciphernews.com/articles/surgi…

2024 is a critical year for climate action. My good friend John Doerr and the team at Speed & Scale just published a progress report on the world's push toward net zero. See how far we've come and how far we still have to go to address the climate crisis. speedandscale.com/tracker/

We are launching our Speed & Scale 2024 Global Climate Tracker 🌍 speedandscale.com/tracker/ Don't let anyone tell you the climate crisis is too big to solve. This update is a story of hope and progress, but it’s also a stark reminder of the work to be done. We can do this!

I think the world will win on Climate Change. This graph illustrates the most persuasive one -- we've actually made quite a bit of progress so far. Don't be a climate doomer. We can do this! Speedandscale.com/tracker

Everyone (rightly) concerned about the return of rising electricity demand should pay close attention to reconductoring - a wonky but consequential way to get WAY more out of our electric grid. A 🧵 1/12

U.S. Department of Energy Secretary Jennifer Granholm Jigar Shah Maybe the most exciting solution is advanced reconductoring, which is a fancy way of saying replacing old wires with new lines made of modern materials that can carry more than twice as much electricity. Same towers. Same rights-of-way. Twice the power. 5/12

Enhanced geothermal is a real, functioning, cost-effective technology today, can provide clean firm power, and has practically unlimited upside. Wild that it doesn’t get more attention. Literally checks all the boxes.

1/ I wrote about how to start an advance market commitment, drawing largely on our experience starting Frontier: worksinprogress.co/issue/how-to-s…

Interesting graphic from Pew Research Center: Young adults 18-29 (mostly Gen Z) prioritize climate change as their top US foreign policy priority. Contrast their ambivalence to China, Russia, Iran, DPRK, US military might, drugs w priorities of older generations. pewresearch.org/short-reads/20…

Why is China electrifying its economy at such dizzying speeds? 3 words Straits of Malacca. While the US leans into its hydrocarbon advantage, China is decoupling from severe oil dependence & geographical vulnerability. a 🧵based on Decouple Media w David Fishman

New op-ed from me in Utility Dive: A few notes on federal hydropower and why I think it's been missing from the energy dominance conversation:

The destruction of DOD’s Office Net Assessment is an enormous mistake. This was a little-known but enormously consequential fifty year-old institution that actually thought long-term. It helped us win the Cold War, grasped the China challenge early, and figured out revolutions

⚡🌎 The CLIMATE REALISM Initiative launches today—I'm proud to lead it! One of just 4 Council on Foreign Relations Strategic Initiatives, it reimagines US energy and climate policy. Details below on: ➡️Today's launch event ➡️Website unveil ➡️Launch video ➡️My essay introducing Climate Realism

AI revolutionized coding. Security hasn't kept up–until now. Introducing Corridor: the future of secure coding. We just raised a $5.4M seed from @Conviction and hired Alex Stamos. Corridor is trusted by leading companies like Cursor–and we’re just getting started. 🧵