And only getting cheaper

I think about this a lot.

Very few understand 24/7 solar is the new hydro power. In 10-15 years the loans will be paid and the energy will be free. Enormous national wealth creation possible. Smelters already realising this. Opportunities abound. pv-magazine-australia.com/2023/12/20/wor…

How deep are bodies of water [🎞️ MetaBallStudios]

This, coupled with low interest financing, might be how critical minerals "gets solved" actually. Important to have insurance against Chinese market flooding behaviour. ft.com/content/fa9d21…

“DoD will become the largest shareholder in rare earth miner MP Materials after agreeing to buy $400 million of its preferred stock..MP said it’ll use proceeds of the investment to expand rare earths processing capabilities & magnet production capacity” cnbc.com/2025/07/10/pen…

This $2,400 eight-wheeled dump truck from China is the toy every man needs electrek.co/2025/07/19/thi… by Micah Toll

'water is transparent only within a very narrow band of the electromagnetic spectrum, so living organisms evolved sensitivity to that band, and that's what we now call "visible light". ' (found via HN)

Industrial scale microgrids lets gooooo

pv-magazine-usa.com/2025/07/22/cal…

Internal tank/dam inspections?

Encouraging if MP materials is not an isolated incident. The barriers to entry on minerals are real, and requires meaningful policy like this to prevent market dysfunction. reuters.com/world/china/pe…

electrek.co/2025/07/30/pea…

She's dead, Jim.

Happy Friday everyone, let’s get out on the shop floor and make some bad choices today

Jared Moore Basically, fusion has all the hard parts of fission, plus some. The only real advatage is not having shutdown decay heat and long lived waste / spent fuel.

The Chinese green steel story is going mainstream. The early hydrogen steel shipments are using H2 from coking, but they could very quickly move into full green H2 steel making with some electrolyzer & DRI investments. canarymedia.com/articles/green…

In a market with very long investment horizons, floor prices are a good idea. oilprice.com/Energy/Energy-…

So who at the White House is writing term sheets and leading these equity rounds?

Now this is the stuff I absolutely love to see. The solar stuff really feels like Covid all over again - people really don’t get exponential curves