Across 25 assessed power systems, planning, markets and project pipelines are consistently more mature than the delivered portfolios needed to provide dependable flexibility.
Grid flexibility is easy to mistake for a technology market. One jurisdiction announces several gigawatt-hours of batteries, another creates a new ancillary-service product, and a third launches a capacity auction, pumped-hydro program or demand-response target. Those are meaningful signs of activity, but they do not answer the harder question: can … [continued]
Supercritical CO₂ is genuinely useful in compact, controlled industrial systems, but those successes do not by themselves justify climate-scale carbon pipelines or a broad new thermal-power market.
Supercritical carbon dioxide is genuinely useful stuff. Above roughly 31° Celsius and 73.8 bar, CO₂ enters a state that combines gas-like flow behavior with densities that can become much closer to liquids. Engineers have found good uses for that combination. It can extract caffeine from coffee, separate valuable compounds from … [continued]
It is my considered opinion that all stock market investors are stark raving mad. As wildfires cause devastation on almost every continent and water levels in the Danube are too low to cool nuclear power plants in Hungary, stocks in New York hit an all time high on August 4, … [continued]
Sierra Club submits grassroots comment letter from more than 2,000 members and supporters alongside WASHINGTON, D.C. — As the public comment period closes today on the Securities and Exchange Commission’s proposal to rescind its 2024 climate disclosure rule, the Sierra Club submitted and joined multiple filings opposing the rollback. These include an … [continued]
I just wrote two articles on AI, and as YouTube has determined this is now what I’m interested in, I keep getting fed interesting videos on the topics I included in my two op-eds, so I keep watching/listening to more on this. Thinking about the topic more, though, and thinking … [continued]
I ended my last article with these lines: “Listen to cousin Ed and the gang talk about this for a few minutes in the video below. I’m going to move on to writing the second part of this two-part series, primarily because I think it’s a really big second point … [continued]
Rivian’s second quarter financials and shareholder call this week came with some good news. Naturally, that means the stock price is down. (Sorry, Rivian stock holders.) I’ll come back to that at the end. Followup interviews have also brought positive news. First, let’s just do a quick bullet list of … [continued]
Germany’s hydrogen strategy changes the molecule while preserving much of the gas-system infrastructure, institutional logic and public-risk model.
Germany’s hydrogen strategy keeps producing numbers that sound like market evidence until the subsidy structure is examined. Its latest hydrogen freight program attracted 526 applications seeking €455 million from a €220 million fund, including 71 applications for refueling stations and 455 for vehicles or fleets. That sounds like pent-up commercial … [continued]
Article from Carbon Brief. The European Commission has put forward new plans to cut emissions under the EU carbon market more slowly, from 2031 onwards. On 17 July, the commission presented its long-awaited proposal for reform of the EU’s Emissions Trading System (ETS). It recommended a number of changes, including giving companies free allowances … [continued]
CATL is the largest battery maker in the world. Based in China, it definitely feeds off of the ginormous electric vehicle industry in the country. However, it also quickly became a popular supplier for Western automakers as well in the past decade. Previous leaders like LG Chem (now LG Energy … [continued]
