Be Super Critical Of Supercritical CO2 Hype
By far the greatest user is the fossil fuel industry, and they want to multiply its use by orders of magnitude to perpetuate their business.
Author: Michael Barnard
Maersk’s APM Runs 8% of World’s Ports, Says Electrification Is The Answer
Ports will be much quieter, much less polluted, much less of a greenhouse gas emitter, and much more efficient. Everyone will be better off at the end of this process. Well, except for the people who invested heavily in hydrogen for energy.
Questions From Institutional Investors About Energy Transition Are Revealing
Recently Jefferies Group, one of the United States largest investment banks, asked me to speak to a global group of their clients, institutional investors representing billions and possibly trillions in funds.
Nuclear Energy & Free Market Capitalism Aren’t Compatible
The fiscal ideologues who seem to like nuclear power the most are ignoring the lessons of the past because their cognitive biases don’t allow them to understand that free market economics and nuclear generation go together like flame throwers and gas stations.
Questions From Investors On Electrification & The Grid
A couple of weeks ago, I presented to a group of institutional investors, clients of Jefferies Group investment bank. One … [continued]
How Much Of What Electrical Generation Where & Why — For Global Investors
Legacy forms of electrical generation are going to diminish radically in significance. Total energy requirements are going to halve. Renewable generation will dominate. Grids will become even more important. Storage will be everywhere.
Canada’s Carbon Price Working, So Of Course It’s Being Attacked
How Do You Defend A Working Carbon Price That’s Benefiting Poor People?
China’s Coal Boom Includes 775 GW Of Shelved, Canceled, Or Closed Plants
China’s coal demand growth is almost over. Its coal burning remains very high, but it’s not accelerating as the narrative suggests, and it will be declining sooner than expected.
Grid Investment Red Flags From Global Investor Group
What metrics should an investor consider when evaluating whether a grid investment was a good idea in a country or not?
Hydrogen Demand Is Going To Fall Even Faster In Updated 2100 Projection
The result of all these puts and takes is a lower demand in the end than I’d originally projected for 2100. My original projection was around 90 million tons, now it’s slightly under 80 million tons.
