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You want to be a part of the clean energy revolution? Go South and East Young Man 🫡

“In this world, why gasoline? You just have a battery and another battery.” on.ft.com/4kwvc6Q

NOW: And it’s official — none of the Republicans defending IRA tax credits voted against the mega reconciliation bill, which just passed the House. They’re hoping for changes to ease the rollbacks in the Senate.

Blue Ray or Bust is not a strategy But it will be point number one in the Harvard business school case study for how incumbents failed to navigate a revolution everyone saw coming 🤦‍♂️ reuters.com/business/autos…

Unbelievable, except so believable 🤦‍♂️

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Forget 1.5 degrees were about to blow past 2 It’s time we have some uncomfortable conversations about how we limit the impacts of this unprecedented warming Time to put your big kid pants on because they won’t be fun, at all 😬

If you are worried about resource scarcity...

"The United States may be hemorrhaging the political capital that coordinating the energy transition requires, but it still controls the currency of decarbonization itself." My latest for Heatmap News, about the Inflation Reduction Act and the global dollar system:

Economics are in fact not destiny

Global heat pump sales have grown over 50% in the last 5 years The future is ⚡️

I’m actually surprised 25% will make it All the science gets worse and worse and worse….

Inflation got you down? Last year, the price of electricity fell 52% on Texas grid—despite rising demand for 🔌. Why? A 14% drop in natural gas prices helped, but most of decrease is attributable to more solar+batteries. So, if you want lower prices...add more solar+batteries.

1Q25 U.S. utility-scale capacity additions were 10.3GWac with utility-scale solar accounting for 65% (6.7GWac) of total capacity additions.

The world's clean-energy investments are now twice as large as those in fossil fuels, the latest IEA data shows

In 2024, China🇨🇳's total renewable generation grew TWICE as much as it every had done before. It added 494TWh - that's the total electricity demand of Germany🤯

The signal to noise on California wasting vast amounts of clean energy generation is...pretty glaring 👀

I try hard to avoid politics here, it’s seldom helpful. That said, it’s insane to me that wind/solar/batteries are seen as left leaning things. These are the cheapest forms of energy in human history and we can make them all here. This IS energy independence.