In a recent article, California Refineries Close as Gasoline Demand Slips into Permanent Decline, I wrote that diesel consumption in California had not declined even as gasoline demand slipped. Jeremy Martin from the Union of Concerned Scientists reached out to me to point to some data I’d missed. I reviewed … [continued]
Recently I sat down virtually with Laurent Segalen and Gerard Reid, investors, bon vivants, and hosts of Redefining Energy, the main channel to my nerdcast side channel Redefining Energy—Tech. The reason? A fun episode of their podcast where we talked about sin, energy, and investment. Laurent Segalen [LS]: Today on … [continued]
I’ve been rebalancing my portfolio lately. It’s something I do every couple of years—trim what’s run ahead, add where conviction has deepened, and adjust based on what I now believe to be real, durable value. I’m not a trader. I buy and hold for years, sometimes decades, and while my … [continued]
Montana Renewables is planning to expand their sustainable aviation fuel footprint with an assist from the US Department of Energy.
One of the amusing side notes of my recent foray into the challenges that the Canadian Urban Transit Research and Innovation Consortium (CUTRIC) is having was the tone deaf and counterproductive social media responses of their board member from Enbridge, the biggest natural gas firm in North America. When that … [continued]
For three years, the International Chamber of Shipping has been running a survey of ship owners, covering multiple domains, including biggest risks to shipping, changes in shipping patterns with initiatives like friendshoring and most relevantly for this discussion, decarbonization. Recently they dropped their 2023-2024 survey, and the results indicate ongoing … [continued]
An iridescent giant clam hooks up with algae to inspire a new bio-based approach to solar cell technology.
Activity is stirring in the algae biofuel market, despite some hiccups along the way and the exit of big investors.
Chicken fat, feathers, bones, and droppings are being explored for sustainable energy storage materials and bio-based fuels.
After ExxonMobil walks away, algae biofuel gets another shot at success and the US Department of Energy is here for it.
