The Car Battery. Seems to me that every car company now has a battery division and for some reason, which blows my mind, we still think …
It’s Tim Pawlenty. I’ll start by saying that I’m a big fan of Governors. Almost nobody knows them coming in but with the real power they …
Feast And Famine. I had a chat with an old friend this week and we thought about the US solar market. On one hand the resi …
Oil Driving Renewables? This isn’t the first headline hyping the shift to renewables and it certainly feels good but let’s remember that the solar that’s being …
Power Of Compute. Just after yesterday’s headlines about nuclear failures and solar’s growth, we have the IPO for Fervo energy, a geothermal tech provider. With the …
May The Fourth. Be with you. (Yes, I still have never watched Star Wars) Everyone Loves Data Centers. At least they used to and I am guessing …
Negative Rates. West Texas gas is negative which means that the cost of storage is greater than the demand for the commodity. Basically generators are choosing …
Feature In The System. In yesterday’s Senate hearing several Senators voiced their concerns about the ongoing silent but obvious campaign to halt solar development progress. Especially …
New York Times: How Do You Measure A.I. Firms’ Gargantuan Energy Plans? In ‘Bragawatts.’ Bloomberg: Hormuz Crisis Is ‘Biggest Energy Disruption Ever,’ Yergin Says Utility …
Utility Dive: GE Vernova gas turbine backlog hits 100 GW as prices rise Bloomberg: SoftBank Prepares to Manufacture Batteries for AI Data Centers Solar Power …
