The hottest Energy Substack posts right now

And their main takeaways
Top Technology Topics
Noahpinion β€’ 15235 implied HN points β€’ 09 Mar 24
  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.
Aether Pirates of the Matterium! β€’ 18455 implied HN points β€’ 04 Feb 24
  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.
Doomberg β€’ 10309 implied HN points β€’ 28 Feb 24
  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.
Noahpinion β€’ 7470 implied HN points β€’ 14 Mar 24
  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.
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Doomberg β€’ 6766 implied HN points β€’ 12 Mar 24
  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.
Noahpinion β€’ 13059 implied HN points β€’ 27 Jan 24
  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.
Doomberg β€’ 7754 implied HN points β€’ 20 Feb 24
  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.
Doomberg β€’ 5582 implied HN points β€’ 07 Mar 24
  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.
Doomberg β€’ 6641 implied HN points β€’ 24 Jan 24
  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.
Noahpinion β€’ 26118 implied HN points β€’ 14 May 23
  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.
Construction Physics β€’ 19834 implied HN points β€’ 25 May 23
  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 Crucial Years β€’ 1903 implied HN points β€’ 05 Mar 24
  1. Exxon prioritizes profit over renewable energy, stating wind and solar power don't offer sufficient returns for shareholders.
  2. Exxon's history of deceit and denial regarding climate change has hindered progress for decades.
  3. The need for government intervention to address the climate crisis is highlighted, as market profits often impede meaningful solutions.
The Crucial Years β€’ 2002 implied HN points β€’ 26 Jan 24
  1. A huge victory against the fossil fuel industry has been achieved by halting new licenses for LNG export terminals.
  2. Biden's decision sets a climate test for American fossil fuel expansion plans, signaling a transition from natural gas as a 'bridge fuel'.
  3. The fight for climate justice needs to include considerations for impacts on communities and involve effective monitoring and engagement with frontline leaders.
HEATED β€’ 1906 implied HN points β€’ 23 Jan 24
  1. Biden's advisors are split about implementing a stricter climate test for LNG projects.
  2. A former gas executive serving as a senior White House adviser is advising caution on LNG projects.
  3. Activists are planning a large-scale civil disobedience action to pressure the White House to reevaluate LNG project approvals.
Construction Physics β€’ 9812 implied HN points β€’ 17 Jun 23
  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.
Doomberg β€’ 9517 implied HN points β€’ 02 May 23
  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.
Doomberg β€’ 7718 implied HN points β€’ 25 Jul 23
  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.
Doomberg β€’ 9401 implied HN points β€’ 06 May 23
  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.
Doomberg β€’ 8671 implied HN points β€’ 31 May 23
  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.
Nova Terra News β€’ 279 implied HN points β€’ 22 Apr 24
  1. Nova Terra's EcoBlox are sustainable building blocks that are free of cement, fireproof, and made from waste materials.
  2. The EcoBlox are 4x stronger than traditional adobe, climate-friendly, mold-resistant, and earthquake-resistant.
  3. The production of EcoBlox involves using sand and clay fines from rock quarries, and the company is collaborating with partners like NREL and West Gate for innovation.
Faster, Please! β€’ 1188 implied HN points β€’ 10 Feb 24
  1. Nuclear power needs to be developed faster and at a lower cost to be a reliable energy source for the future.
  2. New generations of reactors, like small modular ones, are emphasized for the advancement of nuclear energy.
  3. Building nuclear power plants faces significant delays and challenges globally, hindering progress in the industry.
Points And Figures β€’ 906 implied HN points β€’ 01 Feb 24
  1. Don't just focus on all-time highs in the stock market, also consider the rate of change and velocity of growth.
  2. Analyze hard statistics objectively to compare economic performance under different presidencies.
  3. Take into account various economic indicators like natural gas and crude oil production when evaluating administration policies.
Faster, Please! β€’ 822 implied HN points β€’ 03 Feb 24
  1. Critics think AI consumes a significant amount of energy, comparable to whole countries.
  2. There's a risk of AI's energy consumption becoming a political issue, akin to past debates around cryptocurrency.
  3. Leading tech companies are working to use renewable energy sources to power AI, reducing potential worries about its energy usage.
Irina Slav on energy β€’ 982 implied HN points β€’ 15 Jan 24
  1. Tanker traffic in the Red Sea is being disrupted due to missile strikes between the Houthis and the Combined Military Forces, leading to rerouted vessels and rising prices.
  2. Container freight rates for vessels traveling to Europe from Asia have reached a 15-month high, with fears of the situation worsening.
  3. Higher shipping prices and emissions are a consequence of vessels avoiding the Red Sea route, affecting the cost of various goods and causing some companies to switch from ships to planes.
Faster, Please! β€’ 456 implied HN points β€’ 08 Mar 24
  1. The Fukushima nuclear meltdown in 2011 led to Japan shutting down nuclear reactors, resulting in unforeseen consequences like higher energy prices, reduced consumption, and increased mortality during cold temperatures.
  2. Following the shutdown, research by economist Matthew Neidell showed how Japan's shift to fossil fuels after the Fukushima incident led to higher bills, reduced energy use, and ultimately increased mortality in cold weather due to lack of climate control.
  3. The debate on nuclear energy often focuses on visible risks like accidents, while downplaying the benefits and comparative safety of nuclear power when weighed against other energy sources like coal or gas.