What I find fascinating here is the firm to variable ratio. The market is speaking on the value of wind+solar vs gas+nuclear+batteries, stacked on the existing generation fleet.

Beautiful example of science writing

👀 the US power grid generation mix could change very, very quickly if it could speed up interconnection. Solar and batteries go in fast, in months, not years, if interconnection is there. h/t Brendan Pierpont utilitydive.com/news/grid-inte…

This is very disquieting for someone like me, who was basically taught if you do good, honest analytical work & communicate it the best you can all will be well. What wasn’t explained was that your work can & will be taken out of context & weaponized, & you have anticipate this.

Some good, nuanced coverage here by Ajit Niranjan on gas power builds in Europe on the context of climate commitments

Some good, nuanced coverage here by Ajit Niranjan on gas power builds in Europe on the context of climate commitments

The big worry for the climate is where the gas comes from, CGEP fellow Chris Bataille tells the The Guardian.

'There is a concern with getting stuck on gas that's high in fugitive emissions,' he says.

Walden III? Duncan S. Campbell 😉

Good article on the rise of BYD, the rebirth of vertical integration, and Chinese industrial policy. First time I’ve heard it called “neo-Fordist”, but that’s my background. h/t Todd N. Tucker

The Ukrainian war is getting dirtier & more geopolitical, if that were possible - on top of the electric facilities, the Russians targetted several very large underground gas storage terminals today. They in effect hit EU energy infrastructure without hitting the EU. Ira Joseph

Chinese green industrial strategy meets Latin American FDI “Chinese green technologies are pouring into Latin America”
econ.st/3UciZcR

This squares with our findings in a steel study we are working on …

👀 It's April 10th and Environment Canada is sending out summer drought & wildfires warnings ....

Wow EIA drops a new Wholesale Electricity Market Portal... Can see specific electricity market data by major RTO/ISO.

Pretty sweet - imagine folks will be able to do a lot with this data!

Sinopec just drilled a geothermal test well to 5.2 km deep - the race is on #firmcleanclosedcyclegeothermal

👀👀👀 wow. Uh, that’s huge knowledge gap. Unless he’s trying to “un brand” the OBPS as a carbon price for plausible deniability to keep it?