The hottest Energy Substack posts right now

And their main takeaways
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Top Technology Topics

Shift Shaping

Doomberg • 6570 implied HN points • 09 Nov 24
🇺🇸 U.S. Politics Elections Climate Policy Energy Government International relations
  1. Trump's election may negatively impact climate change efforts, as many leaders are skipping important climate meetings. It seems fewer people are interested in tackling climate issues right now.
  2. While Trump used to criticize climate agreements, his focus might now lean towards boosting American industries, even if it increases carbon emissions. He believes prioritizing local manufacturing is more important.
  3. There's a belief that Trump's return to power could shift environmental policies significantly, possibly leading to a long-term impact on climate efforts and regulations. His supporters seem to back him partly due to discontent with current environmental strategies.

Shrinking the Tent

The Honest Broker Newsletter • 1216 implied HN points • 21 Nov 24
🌞 Climate & Environment Climate Science Environmental Policy Activism Energy Pragmatism
  1. Some climate activists are creating echo chambers on social media, blocking people they disagree with. This limits discussion about different views on climate issues.
  2. There is a growing concern that climate activism is becoming too exclusive and not practical enough to be effective in real-world situations.
  3. A focus on strict ideological purity is hurting the climate movement, making it harder to bring in new supporters and make meaningful progress.

Top Links 563 Trump and the world economy. Why the energy transition might be cheaper than we think. Protracted war in the Philippines.

Chartbook • 286 implied HN points • 17 Nov 24
🇺🇸 U.S. Politics Economy Energy War International relations Trump
  1. Trump's decisions can greatly affect the world economy. It's important to understand how political actions influence global markets.
  2. Transitioning to clean energy might be more affordable than many believe. New technologies and strategies can help lower costs.
  3. The ongoing conflict in the Philippines is complex and has lasting implications. It shows how prolonged wars can affect both local and international stability.

Battery Component Price Report: October 2024

Intercalation Station • 59 implied HN points • 02 Nov 24
🕹 Technology Energy Batteries Sustainability Manufacturing Market Trends
  1. LFP battery prices are still under $50 per kWh. This means it’s a good time for consumers looking for affordable energy solutions.
  2. The report tracks battery component prices every month. Following the trends can help understand the market better.
  3. Subscribing gives access to exclusive updates and resources. It's a way to stay informed about changes in the battery industry.

Notes From The Progress Studies Conference

Astral Codex Ten • 23813 implied HN points • 24 Oct 24
🕹 Technology Energy Innovation AI Regulation Progress
  1. Progress Studies is a new field aimed at understanding and improving human progress. It's seen as important despite some initial pushback, similar to how other social studies emerged.
  2. Solar energy is rapidly improving and could become very cheap, making it a major player in addressing energy needs. Advances in solar and storage technology are seen as key to a more sustainable future.
  3. Regulations are often seen as a barrier to progress in various sectors, from energy to housing. Many attendees at the conference believe smarter regulation could greatly enhance innovation and development.
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Far From Grüven

Doomberg • 7157 implied HN points • 01 Nov 24
💼 Business Economics Industry Energy Manufacturing Labor
  1. Germany's automotive industry is struggling due to poor energy policies and reliance on expensive energy sources. This could lead to factory closures and job losses.
  2. China is effectively using its energy resources to boost its production and economic strength, while European countries are facing the consequences of their energy choices.
  3. Volkswagen's recent financial troubles highlight the bigger issues facing Germany's heavy industry, and there are urgent changes needed to avoid further decline.

Deep dive in hybrid battery packs

Intercalation Station • 159 implied HN points • 30 Oct 24
🕹 Technology Batteries Energy Electronics Automotive Innovation
  1. Hybrid battery packs mix different battery chemistries to improve performance. This allows for better energy management and potentially raises the accuracy of state-of-charge readings.
  2. These new packs can perform better in low temperatures and support faster charging. By combining different cell types, they can work more efficiently across different conditions.
  3. While hybrid batteries have advantages, they can also be more expensive and heavier. This extra cost might make them less appealing for some applications, though prices for certain battery types are dropping.

Plan D

Doomberg • 6499 implied HN points • 13 Oct 24
🌍 World Politics Geopolitics Energy Authoritarianism Resources Diplomacy
  1. Turkmenistan, led by the late dictator Niyazov, created a unique cult of personality centered around himself with his image everywhere in the country.
  2. After Niyazov's death, Turkmenistan remained an oppressive state under President Berdimuhamedov, known for its very low score on political rights and civil liberties.
  3. The country has huge energy resources, especially natural gas, making it significant in global energy discussions, particularly concerning China's future energy needs.

Weekly Dose of Optimism #120

Not Boring by Packy McCormick • 116 implied HN points • 15 Nov 24
🕹 Technology AI Genomics Energy Data science
  1. The U.S. is planning to triple its nuclear power capacity by 2050, aiming for 200 gigawatts through new reactors and upgrades. This is a big move to meet rising energy demands in a safe and efficient way.
  2. Molecular nanotechnology could revolutionize production, possibly outpacing past technological shifts like the Industrial Revolution. It's an exciting frontier that stands to vastly increase our capabilities in various fields.
  3. Evo, a new AI model, shows promise in predicting and designing genomes, potentially creating new life forms. This technology could push the boundaries of biological science and genetic engineering significantly.

Heat Pumps, Thermostats, and Bad Design

David Friedman’s Substack • 233 implied HN points • 25 Nov 24
🕹 Technology Energy Design Regulation Efficiency
  1. Heat pumps can be more cost-effective than gas furnaces, but it depends on current energy prices. It's important to understand the right settings on your thermostat to save money.
  2. Many thermostats are designed to prioritize heat pumps over gas furnaces, which can lead to unnecessary costs if gas heating is cheaper. Users should consider switching to 'emergency heat' if they have both systems.
  3. Regulations often push for efficiency in heating systems, but not all thermostats work well for every dual-fuel setup. It's essential for customers to be informed about the best options for their specific heating needs.

State of the Future! Part Deux

Let Us Face the Future • 714 implied HN points • 22 Oct 24
🕹 Technology AI Semiconductors Data Centers Energy Infrastructure
  1. The future of technology is all about connectivity between different sectors like energy, mining, and semiconductors. It's not just about one area, but how they all work together.
  2. Scaling AI is a big focus, and over the next few years, we'll see major advancements in AI models. These models will require massive amounts of power and new infrastructures to support them.
  3. For AI to be widely accepted, we need to prioritize security, privacy, and fairness. This means creating accessible and trustworthy systems for everyone.

Investing in Energy

Doomberg • 267 implied HN points • 26 Oct 24
💰 Finance Investing Markets Energy Economics Analysis
  1. Energy markets are influenced by fundamental rules that help predict their behavior. Understanding these rules is key to making smart investments.
  2. The energy sector is currently undergoing significant changes. It's important to stay updated on these shifts to find good investment opportunities.
  3. There are four main ways to invest in energy. Each method has different risks and rewards, so it’s crucial to evaluate them carefully before deciding.

Deep Fear!

Aether Pirates of the Matterium! • 18455 implied HN points • 04 Feb 24
🕹 Technology Military Artificial Intelligence Energy Society Innovation
  1. Military analysts are afraid of the future and the rapid advancement of technology.
  2. Tech-minded individuals are seen as a threat by the military due to their knowledge and innovative capabilities.
  3. The release of Zero Point Technology to the public, especially techies, is a major concern for the military as it would shift power dynamics significantly.

⚛ Atomic Amazon: The American nuclear revival takes another step forward

Faster, Please! • 913 implied HN points • 16 Oct 24
🕹 Technology Energy Nuclear AI Environment Innovation
  1. Nuclear energy has remained a stable part of America's energy mix for decades, but the vision of it being the main power source faded after the 1970s. People once imagined a future where almost everything was powered by nuclear energy.
  2. Amazon is investing in new nuclear technology called small modular reactors. This move is aimed at meeting its growing energy needs, especially for its cloud services and to support its goal of being carbon neutral.
  3. The revival of nuclear energy could mean a shift in the way we think about power sources. Companies like Amazon are taking steps to explore innovative solutions to energy challenges.

At least five things for your weekend (#30)

Noahpinion • 15235 implied HN points • 09 Mar 24
🕹 Technology Energy Social media Urban planning
  1. Consumer sentiment may not always align with economic fundamentals like interest rates or unemployment, showing the influence of 'vibes' and media narratives.
  2. Tokyo and Seoul have a unique city development pattern with gradually sloping density, allowing for more people without feeling crowded, achieved through upzoning suburbs and excellent train systems.
  3. The age of energy abundance is upon us as technologies like solar power and batteries become cheaper, alongside increased fossil fuel drilling in the U.S.

⤴⤵ Up Wing/Down Wing #23

Faster, Please! • 274 implied HN points • 02 Nov 24
💼 Business Economy Innovation Technology Healthcare Energy
  1. The US economy is doing really well, growing almost 3% this past year. This growth is mainly due to increased productivity and low inflation, making it a strong economy overall.
  2. Advancements in technology have made the US oil and gas industry the most productive in the nation. New methods in drilling and efficiency are helping keep energy prices low and the economy strong.
  3. A new AI app called Death Clock can predict how long you'll live and offer tips to improve your health. This app uses a lot of research to give personalized recommendations for a better, longer life.

⚛☢ Here's what can end the nuclear renaissance, according to America's biggest bank

Faster, Please! • 456 implied HN points • 22 Oct 24
🕹 Technology Energy Nuclear AI Environment Security
  1. Nuclear power is being considered more seriously because it can produce a lot of clean energy, which is important in addressing climate change.
  2. The need for energy security has increased, especially after events like the Russian invasion of Ukraine, making nuclear power a valuable option.
  3. Small modular reactors (SMRs) may solve key issues like high costs and slow construction times in the nuclear industry, potentially leading to a significant upgrade in energy capacity.

Loose Ends

Doomberg • 10309 implied HN points • 28 Feb 24
💼 Business Finance Energy Politics Climate Market Analysis
  1. It's important for analysts to reflect on their past work to improve and learn from mistakes.
  2. Understanding the political landscape is crucial for predicting market trends, especially in energy markets.
  3. The strategy of imposing sanctions against Russia may be ineffective and could have negative consequences on the global financial system.

⤴⤵ Up Wing/Down Wing #21

Faster, Please! • 456 implied HN points • 19 Oct 24
💼 Business Economics Technology Energy Innovation Market Trends
  1. Google is making seven small nuclear reactors to power its AI data centers. This is a big step for clean energy in tech, aiming for carbon-free power by 2035.
  2. The US economy is doing really well compared to other rich countries. It's growing faster and has better output per person than places like Europe and Japan.
  3. SpaceX successfully caught a returning rocket in mid-air. This shows how technology can make amazing ideas a reality.

At least five interesting things for your weekend (#26)

Noahpinion • 13059 implied HN points • 27 Jan 24
🇺🇸 U.S. Politics Economy Energy Education Wealth Healthcare
  1. The U.S. economy is thriving, with real growth, increased wages, high employment rates, and a booming stock market.
  2. The U.S. energy supply is abundant due to investments in shale oil production, keeping prices moderate and potentially boosting the economy even further.
  3. Millennials and Gen Z are doing well economically, with wealth accumulation surpassing previous generations at a similar age, especially in real estate.

Prime Time

Doomberg • 6766 implied HN points • 12 Mar 24
🔬 Science Energy Technology Policy Climate Nuclear
  1. The rise of artificial intelligence (AI) is expected to significantly increase power demand, potentially impacting the journey towards electrifying everything.
  2. The nuclear industry is experiencing a resurgence as evidenced by Amazon's move to power a data center with nuclear energy, reflecting a larger trend of increasing nuclear capacity globally.
  3. There is growing concern about whether the uranium fuel supply chain can meet the demand created by the rapid pivot towards nuclear energy, highlighting the importance of understanding the nuclear fuel cycle.

Atlas Won’t Shrug

Doomberg • 7754 implied HN points • 20 Feb 24
💰 Finance Energy Commodities Economics Markets Policy
  1. The human need for energy continues to grow despite various historical crises and catastrophes.
  2. Energy is not just an input into the economy but is actually the foundation of the economy itself.
  3. The idea of peak cheap oil being a crisis is challenged, with the belief that humanity would adapt swiftly to any temporary constraints in energy availability.

Three threats to the age of energy abundance

Noahpinion • 7470 implied HN points • 14 Mar 24
🕹 Technology Energy Crypto AI Renewables
  1. The world is experiencing a new age of energy abundance due to advancements in solar power, batteries, and other renewable technologies, leading to increased productivity and numerous possibilities for innovation.
  2. Potential threats to this energy abundance come from the increasing demand for electricity driven by new digital technologies like Bitcoin and AI, as well as challenges in connecting new power sources to the U.S. electrical grid.
  3. Electricity demand in the U.S. is unexpectedly rising again after years of being flat, creating a need for better preparation and planning to meet the surging demand.

4.5 An Introduction to Electromagnetic Models

Fields & Energy • 279 implied HN points • 28 Aug 24
🔬 Science Physics Energy Electromagnetism Models Theory
  1. Electromagnetic energy can flow along wires due to charge imbalances. This creates electric and magnetic fields that help guide the energy.
  2. There are different viewpoints on what influences electromagnetic behavior the most: charges and currents, fields, or energy itself. Each aspect plays a role in how energy moves.
  3. Understanding these concepts can lead to better insights into electromagnetic models, but it can be complex since many elements are connected and affect each other.

All the arguments against EVs are wrong

Noahpinion • 26118 implied HN points • 14 May 23
🕹 Technology Transportation Energy Environment Social Impact Innovation
  1. Electric vehicles are rapidly becoming more popular worldwide, supported by improved technology and falling battery prices.
  2. There are concerns about the availability of minerals for EV production, but advancements in mining technology and growing lithium reserves offer hope.
  3. EVs have environmental benefits compared to gas cars, including reducing carbon emissions and offering more efficient energy use.

4.4.2 The Catt Question

Fields & Energy • 319 implied HN points • 21 Aug 24
🔬 Science Electromagnetism Electricity Physics Energy Engineering
  1. When a voltage is applied to a transmission line, it creates a net positive charge in the top wire and a net negative charge in the bottom wire. This happens as electrons move under the influence of the electric field set by the voltage.
  2. While it seems like charge must move quickly with the wavefront, it is actually the density of charges that changes. The actual movement of electrons is slow compared to the speed of light.
  3. Understanding how charges interact with electric fields helps explain electrical conductivity and related effects. Electromagnetic phenomena involve more than just moving charges; the interaction of fields and energy is also crucial.

Border Crossings

Doomberg • 5582 implied HN points • 07 Mar 24
🌍 World Politics Energy Trade Economy
  1. The North American natural gas market is facing challenges like low prices and overproduction, leading to strategic production cutbacks by major players.
  2. The interconnected pipeline infrastructure among the US, Canada, and Mexico is facilitating significant natural gas exchanges, especially benefiting Mexico with its growing gas demand.
  3. Mexico's strategic position within NAFTA allows it to benefit from cheap energy imports from the US while also capitalizing on its own export opportunities to the US, contributing to its economic growth.

Compressed for Time

Doomberg • 6641 implied HN points • 24 Jan 24
🔬 Science Energy Technology Chemicals
  1. Jafurah in Saudi Arabia is a huge natural gas project with massive investments to increase production significantly by 2030.
  2. Technological advancements have made natural gas production economically viable, with potential for further investment and development.
  3. Natural gas can serve as a direct substitute for oil in various applications, contributing to energy efficiency and market dynamics.

The Birth of the Grid

Construction Physics • 19834 implied HN points • 25 May 23
🕹 Technology Energy Infrastructure Innovation History Utilities
  1. Electricity transitioned from a rare luxury to a critical aspect of modern life in a short period of time.
  2. The development of high-voltage transmission lines allowed for long-distance power transmission and the creation of interconnected power systems.
  3. The electric power industry grew by embracing scale, cooperation, and regulation to meet increasing demand and ensure reliability.

The Battery Mineral Loop

Renewable Revolution • 439 implied HN points • 24 Jul 24
🌞 Climate & Environment Sustainability Energy Recycling Resource Management Innovation
  1. Battery minerals are becoming more efficient and less dependent on mining. Advances in recycling and chemistry can help meet demand without exhausting resources.
  2. In the coming decades, we might reach a point where we won't need to extract new battery minerals at all. We could rely on recycling old batteries instead.
  3. Countries have a big chance to shift from fossil fuel use to sustainable energy. This change can happen faster and cheaper than many think, especially if everyone works together.

The dream of deregulation - the grid part III

Construction Physics • 9812 implied HN points • 17 Jun 23
💼 Business Energy Regulation Competition Market Policy
  1. Electric power in the US was historically monopolized by utility companies, but cracks in the system started to appear in the 1960s and 1970s.
  2. The Public Utility Regulatory Policies Act of 1978 revolutionized the energy industry by creating a new class of independent power producers called Qualifying Facilities, leading to an increase in non-utility electricity generation.
  3. Deregulation of the electric power industry began in the 1990s and 2000s, with the unbundling of generation and transmission services, creation of new power suppliers like Exempt Wholesale Generators, and the establishment of Independent System Operators and Regional Transmission Organizations to introduce competition.

Frame of Reference

Doomberg • 7718 implied HN points • 25 Jul 23
🔬 Science Energy Technology Safety Risk Propaganda
  1. Fatal energy-related incidents occur due to the risks in harnessing, storing, and transporting energy.
  2. Despite tragedies, society often continues to utilize energy sources by weighing risks and benefits.
  3. The nuclear energy industry faces disproportionate fear and opposition compared to other energy sources.

More Than Meets the Eye

Doomberg • 8671 implied HN points • 31 May 23
📰 News Energy Infrastructure Policy Supply Chain Disasters
  1. The Great Ice Storm of 1998 had devastating impacts on areas in lower Quebec, parts of New England, and the Northeast megalopolis.
  2. The US power industry is facing a growing supply chain crisis, particularly with a chronic shortage of transformers, risking grid reliability.
  3. Industry leaders are urging for a $1 billion appropriation to address the transformer shortage and accelerate production via the Defense Production Act.

Gaining Steam

Doomberg • 9401 implied HN points • 06 May 23
🌍 World Politics Energy Nuclear Decarbonization Climate Government
  1. Canadian Prime Minister Trudeau expressed serious commitment to nuclear power for the country's future energy needs.
  2. Grassroots efforts led by groups like Canadians for Nuclear Energy have influenced political outcomes in favor of nuclear power.
  3. Support for nuclear energy is growing in the US as leaders recognize its necessity for significant decarbonization of the economy.

Charge!

Doomberg • 9517 implied HN points • 02 May 23
🇺🇸 U.S. Politics Policy Government Energy
  1. Readers question if political incompetence is intentional or accidental, hoping for a purposeful reason behind nonsensical policies.
  2. El gato malo's postulate suggests that politicians in power are selected for their fervor and ignorance in a corrupt system.
  3. Department of Energy Secretary Granholm's support for an all-electric military fleet by 2030 raises concerns about the seriousness and feasibility of such proposals.