I'd love to see the artistic interpretation of 3rd-gen SAF derived from garbage or nutshells

I often say there's five flavours of climate denial: it's not real, it's not us, it's not bad, it can't be fixed, and it's too late. Well, turns out that when you analyze everything out there, there are indeed 5! but the last one is a bit different. See: nature.com/articles/s4159…

#Cleanenergy protects national security. WATCH our new ad featuring former Navy Secretary Ray Mabus. "Make no mistake, one of the biggest threats to our nation’s security today is our dependence on oil." ceforamerica.org/news/ce4aef-ad… #DontQuitonCleanEnergy

Electric F-150s are finally here! I'm curious how they're received by customers and if there are build quality issues. detroitnews.com/story/business…

Iowa passed bipartisan law mandating gas pumps allow for E15 (higher ethanol blends into gasoline), phasing in over a few years. Just as coastal states are setting example with Low Carbon Fuel Standards that could be made federal, could E15 follow same? governor.iowa.gov/press-release/…

Fascinating story about the conflict between local environmentalists vs large-scale decarbonization, in context of hydro transmission line. Nat gas + nuclear interests funded the enviro opposition to the hydro line. Odd bedfellows. nytimes.com/2022/05/06/cli…

Blending hydrogen into the gas grid is an expensive and ineffective way to reduce carbon emissions says new IRENA report and raises important equity issues. Short thread on why. irena.org/publications/2…

I've wondered about this--nobody seems to be a straight up climate denier anymore yet policy progress is elusive. nytimes.com/2022/06/22/opi…

"Clearly, more oil won’t protect America from volatile price swings, from economic attacks by oil-state dictators, from devastating climate change. Inaction won’t either." realclearenergy.org/articles/2022/…

Good encapsulation of why project finance is challenging for first-of-a-kind. "Funds writing $5-10m checks can write twenty checks where 5 fail and it’s expected. Funds underwriting $100m need a 100% success rate." ctvc.co/monoliths-migh…

Moral of the story and weird reverse lesson from renewable PPAs to O&G: Everyone (even oil companies) loves a fixed-priced offtake from an investment-grade buyer (ie. US govt). argusmedia.com/en/news/235467…

Good summary of #carboncapture provisions in the tax package: carboncapturecoalition.org/inflation-redu… Carbon Capture Coalition

"If you look at what is driving inflation, it's the fossil fuels in household energy bills". Good explainer of the consumer-facing provisions of the #InflationReductionAct and how we can each be part of electrification podcasts.google.com/feed/aHR0cHM6L…

1/ First, just look at what capital markets are doing. Exxon, Chevron, Shell are all trading at price / earnings ratios of 7 - 10. First Solar, Tesla, NextEra are trading at 30 - 100. Investors are 5 - 10x more excited about the future prospects in cleantech.

Adorable. This little girl joins every venture capitalist in looking for unicorns (albeit of the horn-and-rainbow variety). Good luck to Madeleine! insider.com/la-county-gave…