Industrial heat is a huge opportunities for electrification in areas with high curtailment.
There you go Emil 🙂
Trump and the governors of several US states agreed to push PJM for an emergency wholesale electricity auction that would compel technology companies to effectively fund new power plants.
“While a ‘statement of principles’ doesn’t appear to include a legal mandate for PJM to act, pressure from the Trump administration and a bipartisan coalition of PJM states is very likely to motivate a considerable response”
I missed this. It's good news. I have great hopes for Peak Energy and the impact it will have on #BESS technologies.
IF Donut are not lying their socks off
AND their claims for its performance are accurate
AND their claims about its materials are true
AND they are about to sell it in a product so people can tearit done and confirm it.
THEN they may have built a viable pseudo-capacitor technology.
Which would be fucking amazing!
https://www.asiasentinel.com/p/china-coal-plateau-shift-power-market-control
Interesting analysis of the changing role of coal in China's generation landscape away from baseload.
‘
The goal was to displace Russian oil and gas in the wake of the invasion of Ukraine. The lofty objective never came to fruition, as the cost to produce clean hydrogen remains too high for consumers to bear, especially in comparison to the cost to produce hydrogen from other sources like natural gas.
‘
#energytransition
https://www.cbc.ca/news/canada/newfoundland-labrador/john-risley-wind-energy-corridor-world-energy-clean-grid-atlantic-9.7035042
"From groundbreaking to grid connection, all three projects were completed in just over five months."
7.4 GWh in 5 months!
‘
The goal was to displace Russian oil and gas in the wake of the invasion of Ukraine. The lofty objective never came to fruition, as the cost to produce clean hydrogen remains too high for consumers to bear, especially in comparison to the cost to produce hydrogen from other sources like natural gas.
‘
#energytransition
https://www.cbc.ca/news/canada/newfoundland-labrador/john-risley-wind-energy-corridor-world-energy-clean-grid-atlantic-9.7035042
Why economic realities beat political theatre. Trump's regime is killing people and breaking things and he won't get the payback he wants. Expect serious toys-out-of-the-pram moments and government subsidies to oil companies as reality bites.
One thing people seem to forget when assessing Na-ion Vs Li-ion is operating temperatures. While LFP may still be cheaper (due to existing scale) BESS applications using Na-ion can run with passive cooling.
This significantly reduces balance-of-system costs and massively reduces opex over the system's life.
So I expect to see Na-ion make big inroads into BESS starting in 2026/27.
Oh *this* is a War on Drugs. The real addict? The U.S. economy. Its drug of choice? Oil. They tried to go "clean," but they relapsed. Now we’re seeing global acquisitive crime happening just to fund the habit.
Don't touch the fossil junk. Don't get hooked. Unless you want to end up like them: bankrupt, desperate, and dangerous to everyone around them
#EnergyTransition #OilAddiction #EconomicCrisis #GreenEnergy #Venezuela #WarOnDrugs
Oh *this* is a War on Drugs. The real addict? The U.S. economy. Its drug of choice? Oil. They tried to go "clean," but they relapsed. Now we’re seeing global acquisitive crime happening just to fund the habit.
Don't touch the fossil junk. Don't get hooked. Unless you want to end up like them: bankrupt, desperate, and dangerous to everyone around them
#EnergyTransition #OilAddiction #EconomicCrisis #GreenEnergy #Venezuela #WarOnDrugs
In the United States, the monopoly utility operates under a perverse incentive structure most people never see because it lives in rate cases, spreadsheets, and footnotes. It has a polite name—Rate-of-Return Regulation—but the logic is brutal:
They are allowed to earn a guaranteed return on new infrastructure.
They earn essentially nothing on maintaining old infrastructure.
In the United States, the monopoly utility operates under a perverse incentive structure most people never see because it lives in rate cases, spreadsheets, and footnotes. It has a polite name—Rate-of-Return Regulation—but the logic is brutal:
They are allowed to earn a guaranteed return on new infrastructure.
They earn essentially nothing on maintaining old infrastructure.
Yes the last 10% will be hard, yes we should probably consume less stuff, yes capitalism.
But right now we have proven technologies, available at the necessary scale to real make some serious progress; and they are actually cheaper than doing the wrong things. The "easy" parts make up 80-90% of the problem, so we can fix 80-90% of the problem now.
Literally the only thing stopping us is that leaders all over the world chose not to do so.
#energytransition #climatechange #energy
2/2
I know its techno optimism, but forgive me.
There are so many solutions available now that could massively accelerate mitigations to our current climate woes. Solar, wind and batteries (and big nukes where they make sense) for power. Heat pumps for low grade industrial heating and home haeting. >1800C heat batteries for industrial heat. Even properly biodegradable plastics to help with direct pollution.
#energytransition #climatechange #energy
1/2
I know its techno optimism, but forgive me.
There are so many solutions available now that could massively accelerate mitigations to our current climate woes. Solar, wind and batteries (and big nukes where they make sense) for power. Heat pumps for low grade industrial heating and home haeting. >1800C heat batteries for industrial heat. Even properly biodegradable plastics to help with direct pollution.
#energytransition #climatechange #energy
1/2
Yes the last 10% will be hard, yes we should probably consume less stuff, yes capitalism.
But right now we have proven technologies, available at the necessary scale to real make some serious progress; and they are actually cheaper than doing the wrong things. The "easy" parts make up 80-90% of the problem, so we can fix 80-90% of the problem now.
Literally the only thing stopping us is that leaders all over the world chose not to do so.
#energytransition #climatechange #energy
2/2
I know its techno optimism, but forgive me.
There are so many solutions available now that could massively accelerate mitigations to our current climate woes. Solar, wind and batteries (and big nukes where they make sense) for power. Heat pumps for low grade industrial heating and home haeting. >1800C heat batteries for industrial heat. Even properly biodegradable plastics to help with direct pollution.
#energytransition #climatechange #energy
1/2