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]
There hasn’t really been a lot of notable news from Tesla lately. Even on hardcore Tesla fan sites, the news this year has often been little tidbits that mean more or less nothing and end up leading nowhere significant. There have been times when I’ve thought, “Hmm, I must be … [continued]
"Parliament House School Strike for Climate Action Canberra" by School Strike 4 Climate is licensed under CC BY 2.0.
Occasionally, there is dissension among climate activists and the experts who study them about whether individual behaviors help or hurt collective climate action. In other words, if I walk the climate talk, am I more likely to persuade others — including corporations and governments — to do the same? A … [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]
Most passenger flying is chosen consumption. Aviation’s economic footprint is real, but additionality depends on what each journey causes that would not otherwise happen.
Aviation performs useful economic work. It connects remote communities, moves urgent and high-value cargo, brings visitors to places that rely on tourism and enables some work that still requires people to be physically present with equipment, sites, customers or negotiating partners. Those are strong arguments for aviation as a service. … [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]
When Tesla got the Model 3 to mass production and the company finally reached profitability, Elon Musk said that was the last time the company would have to bet the company’s survival on a difficult product launch. The company would remain profitable forever more. In the 2020s, the company was … [continued]
China is building renewables and nuclear power simultaneously, but one scales through repeated industrial throughput while the other advances project by project.
China’s renewable and nuclear targets are often quoted as equivalent statements about the future. The delivery record says otherwise. Wind and solar targets have repeatedly been overtaken, sometimes years early, while nuclear operating-capacity targets have been missed despite continued approvals, construction and political support. Forecasts should be built from what … [continued]
The Center for Active Stewardship Adds Sierra Club’s Hidden Risk Data to Scorecards Platform NEW YORK, NY — The Center for Active Stewardship (CAS) announced today the addition of the Sierra Club’s Hidden Risk scorecard to its public proxy voting Scorecards platform, which tracks how leading asset managers and their funds … [continued]
