For most of the time that I have compiled this, the IEA have been a source of frustration. Until recently they consistently, almost wilfully underestimated the growth of renewables in their forecasts. However, this week’s report, covered below, has the headline I have been waiting for ever since I started talking about “peak oil” back … Read More
Author: James La Terriere
Tesla Energy/coal/electrolysers/seagrass/LFP blade batteries & focus on Renewable Energy Investment Trusts
Now, I am sure that many, or even most, of you are not as interested as me in battery prices and technologies, but the article about Geely’s new battery, below is significant: Their battery will run for 1million miles with no degradation, is powerful enough and recharges at lightning speed. What more do you need … Read More
Rewilding/recycled batteries/optimus bots/Sainsbury & focus on hourly matching
As the UK becomes consumed by election and/or Euros fever I thought you might like this tiny contribution. According to the good people at Tortoise Media the party manifestos mentioned Climate/Energy as follows: Labour on 12 pages, Lib/Dems on 13 and Conservative on 5. Read into that what you will (note the Labour manifesto has … Read More
Biodiversity/solar/batteries/data centres & focus on innovative solar applications
A shout out to my friends at Greenbackers, the cleantech networking and investment platform. They have been doing this as long as I have, but from the evidence of their showcase event in London the other day they continue to get better at it. The companies that presented covered many industries, but were consistently of … Read More
UK ETS/plunge pricing/rock weathering/SFI & focus on hard to abate sectors
After more than 700 episodes of Titbits*, I think I get a feel for broad trends appearing in this space. I am definitely stumbling apon more articles in the sector I am calling Natural Capital, so am adding a bespoke section for these stories. It is an indicator of the broadening of the energy transition/environmental … Read More
Electric trucks/SMR/transmission/magic balls/bison
A very encouraging turnout this week at the All Energy Show in Glasgow. There were many excellent presentations and, generally, a good vibe to the whole show. Evidence that the energy transition is moving forward with confidence despite the well (over?) publicised headwinds. COMPANY NEWS AEP to sell distributed resource business to Basalt Infrastructure fundsAmerican … Read More
Regenerative farming/bins/curtailment/e-fuels & focus on heat networks
The Ember Energy Report, featured below is fascinating. At its core it is telling an optimistic story of renewables growth on a global scale. That is very important. An example is the three disparate countries it identifies for praise in that they have harnessed high-level policy ambition, incentive mechanisms and flexibility solutions in driving renewables growth: … Read More
Batteries/grid/plastics/regenerative agriculture & focus on long-term storage
It would seem that, from this week’s stories, the network companies have been listening to Ed Milliband’s four horsement speach. COMPANY NEWS Microsoft and Brookfield Sign $10-Billion Renewable Power DealThe agreement is for bringing around 10.5 GW of solar and wind power between 2026 and 2030—a capacity that would cost over $10 billion to develop, … Read More
DRS/Beijing Auto Show/interconnectors/mCDR/batteries & focus on EU offshore wind
I would recommend listening to Rory Stewart and Alistair Campbell’s recent interview with Dieter Helm, the UK Economist and Government advisor on energy and the natural environment, in their podcast called Leading (HERE).One of the themes of the conversation was that we have to expand the way we look at the energy transition from a … Read More
Batteries/geothermal/Olympics/cellulosic ethanol & focus on politics & economics
The “threat” posed to the west by Chinese EV’s and other new energy products seems to be a recurring theme at the moment. Politicians are ranting, but are caught in a classic catch 22: they need EV’s to be cheaper but the Chinese are so far ahead now in the race to make affordable EV’s. … Read More