Agree with @jigarshahdc.bsky.social here - it is really wild how the expansion of fossil gas for data centres has become normalised in the past few years. We shouldn't accept this as normal!
Full pod ep is here www.latitudemedia.com/news/open-ci...
Such an excellent discussion of the energy + geopolitical implications of Iran war from James Gutman on @energyempire.bsky.social. Really learned from this one. (Was also fun to hear @jigarshahdc.bsky.social in pure learning mode, rather than as dispenser of well-formed takes.)
A reality check for all the folks who say Canada should build its own EVs.
In retrospect I should have made this my own thread and I apologize @jigarshahdc.bsky.social
Poetic license.
3/3 Monday Madness. MCR fave @jigarshahdc.bsky.social - "states should pursue an affordability roadmap that does 3 things immediately: increases utilization of existing grid assets; scales flexible capacity fast & ensures large new loads pay their fair share" 🔌💡
www.utilitydive.com/news/governo...
I pre-ordered "On Courage: How to Be a Dissident in an Age of Fear" by my friend & former colleague @fieldsmeyer.com and Pulitzer Prize-winning investigative journalist @juliaangwin.com. At a time when courage needs to be found, the book gives everyone a map. www.harpercollins.com/products/on-...
This quote is for the United States. Rivian might be a second one.
"There's a reason only one auto company has been started and scaled in the last hundred years, and it's because it's really hard. It's really, really hard and it's really capital-intensive," McNeill said (referring to Tesla).
www.thecooldown.com/green-tech/c...
I would spend time with Matthew Ratteree
www.linkedin.com/in/matthew-r...
"There's a reason only one auto company has been started and scaled in the last hundred years, and it's because it's really hard. It's really, really hard and it's really capital-intensive," McNeill said (referring to Tesla).
www.thecooldown.com/green-tech/c...
How serious are the feedstock supply issues for renewables / batteries and related infrastructure? This explainer got my attention. x.com/gaurab/statu...
Coal will remain for capacity.
But countries are burning less over time.
Planned coal power capacity worldwide has fallen 65% over the past decade.
Remaining projects are concentrated in a small group of countries.
www.carbonbrief.org/analysis-coa...
About 60–70% of primary energy today is lost as waste heat.
Improving efficiency alone could reduce global fossil-fuel use 20–40% without changing fuel.
This is why efficiency is often called the “first fuel” in energy policy.
Countries should help Industry install efficiency
Potential efficiency improvement: ~20–50%
Energy-intensive industries still waste large amounts of heat.
Efficiency opportunities:
•Waste heat recovery
•Electrified process heating
•Combined heat and power (CHP)
•Advanced furnaces and kilns
This crisis will help fossil fuel producers raise the bar on new investments.
Demand will peak earlier than industry forecasts
Clean energy growth is undermining long-term fossil fuel demand assumptions
www.carbonbrief.org/iea-fossil-f...
Coal will remain for capacity.
But countries are burning less over time.
Planned coal power capacity worldwide has fallen 65% over the past decade.
Remaining projects are concentrated in a small group of countries.
www.carbonbrief.org/analysis-coa...
Countries with coal don’t want to install all of the infrastructure to switch to gas. They are instead leapfrogging directly to clean energy (solar, wind, nuclear).
www.cnn.com/2025/11/07/c...
Electric vehicles already replace 1.3 million barrels of oil per day.
By 2030, EVs could replace 5 million barrels per day.
www.iea.org/reports/glob...
We have the capital.
Global investment in clean technologies is nearly twice the investment in fossil fuels.
Renewables and electrification have scaled supply chains.
about.bnef.com/insights/cle...
We discuss this is detail on @energyempire.bsky.social
podcasts.apple.com/us/podcast/e...
Good (overly optimistic) report here. This will take heavy government engagement from oil importing countries. We have the roadmap and the private sector is ready. But we will need real leadership.
www.wemeanbusinesscoalition.org/wp-content/u...
53 years after the first Arab oil embargo we have options at scale today.
We have a set of technologies that today are more cost effective than ~20% of global oil demand.
Supply chains are ready, the will to diversify is building.
TSMC, the company that makes 90% of the world's advanced chips, draws 8.9% of Taiwan's total electricity. Gas disruption = Chip disruption
China's supply chain dominance is a warning, no one is slowing down. They are diversifying.
China dominating manufacturing means the India, Turkey, Ethiopia, U.S., Jordan, Brazil should accelerate domestic energy build-out, not question the transition.
We can get way more out of the grid we have already paid for just by deploying batteries and demand flexibility at scale.
www.utilitydive.com/news/governo...
China's supply chain dominance is a warning, no one is slowing down. They are diversifying.
China dominating manufacturing means the India, Turkey, Ethiopia, U.S., Jordan, Brazil should accelerate domestic energy build-out, not question the transition.
Over 100% of new electricity generation (net of retirements) came from solar, wind, and nuclear in 2025. That will keep happening at higher scale now that the solutions are cheap.
www.latitudemedia.com/news/open-ci...
We can get way more out of the grid we have already paid for just by deploying batteries and demand flexibility at scale.
www.utilitydive.com/news/governo...
Michael knows this but solar, batteries, and EVs got cheap because they were deployed at scale. Not because R&D got them cheap first. This will also be true for geothermal and nuclear.
