2025 trends: aerosols, oil demand, and carbon removal
Out today: Nat Bullard’s 200-page slide deck with data from across the energy transition. Nat is the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyo...
30 Tammi 202533min
The climate-ag grab bag
Here’s a three-part puzzle for global agriculture: How do you increase calories for a growing population, while zeroing out emissions and minimizing land usage? The stakes are enormous. According to t...
23 Tammi 202538min
FOAK tales
First-of-a-kind projects need infrastructure investment, the kind of money that costs less than venture capital and usually comes in the form of deals worth tens or hundreds of millions of dollars. Bu...
16 Tammi 202555min
Making DERs work for load growth
To meet AI-driven load growth utilities and big tech companies have been building — or reopening — big power plants. Georgia Power, for example, is planning to expand its fleet of natural gas plants. ...
9 Tammi 202538min
Lithium’s wild ride
If you’ve followed global lithium prices over the past few years, you know what a wild ride it’s been. Chinese spot prices shot to record highs in 2022 and then came crashing back down by 2024 — with ...
2 Tammi 202536min
Drew Baglino on Tesla’s Master Plan
Editor’s note: For the holiday break, we’re bringing you one of our most popular episodes of the year — a conversation about Tesla’s Master Plan 3 with Drew Baglino, who stepped down as the company’s ...
26 Joulu 20241h 2min
Scaling low-carbon products with book and claim systems
A mismatch between suppliers and buyers is making it hard to grow the supply of low-carbon products like cement, steel, and sustainable aviation fuel (SAF). If you want to produce a product like SAF, ...
19 Joulu 202435min
What went wrong at Northvolt?
Northvolt’s ambition was to become a European batterymaker to rival Chinese battery behemoths like CATL and BYD. They wanted to offer a homegrown supply chain to western automakers. But in November, t...
12 Joulu 202437min
