The hottest Energy transition Substack posts right now

And their main takeaways
Category
Top Climate & Environment Topics
The Crucial Years β€’ 4554 implied HN points β€’ 09 Jan 25
  1. Climate change is making wildfires worse due to extreme heat and drought in places like Los Angeles. This is causing devastation to homes and communities.
  2. Scientific advancements, like those from Edwin Hubble, help us understand our universe and climate, but there are fears that funding for vital climate research is being threatened.
  3. There's a growing concern about losing our ability to think critically about important issues. As we face bigger problems, understanding and intelligence seem to be declining.
Material World β€’ 1400 implied HN points β€’ 19 Dec 24
  1. Solar energy is growing rapidly, despite predictions that it would plateau. This shows that technology can indeed provide solutions to energy challenges.
  2. On the flip side, coal consumption in China is still increasing, contradicting expectations that it would decline. This highlights a serious issue in the global energy transition.
  3. The production of solar panels and batteries relies heavily on coal, which makes the transition to greener energy more complex than it appears. We need to be aware of how these products are made and the hidden costs involved.
The Crucial Years β€’ 1743 implied HN points β€’ 03 Dec 24
  1. The Biden administration paused permits for new LNG export terminals, which could help reduce environmental damage. This decision is significant because increased LNG exports would greatly impact climate change.
  2. The Federal Energy Regulatory Commission (FERC) is now requiring more environmental reviews for these projects, which is a positive step for local communities affected by pollution. This could slow down the construction of new terminals, giving more time for analysis and opposition.
  3. There is growing evidence that exporting natural gas is just as harmful to the climate as exporting coal. People should understand the environmental and economic risks of increasing LNG exports, as it could lead to higher energy prices for American consumers.
Doomberg β€’ 8635 implied HN points β€’ 13 Feb 24
  1. Germany's energy strategy has led to a self-induced mess with the dismantling of nuclear reactors and reliance on coal, showing the consequences of climate initiatives on a national scale.
  2. The destruction of Nord Stream pipelines has raised questions about the involvement of political leaders and the lack of clarity or accountability regarding the incidents.
  3. Germany's shift towards expanding gas-fired power plants to compensate for the exit from coal showcases the challenges and complexities of transitioning to sustainable energy sources.
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eugyppius: a plague chronicle β€’ 235 implied HN points β€’ 30 Oct 24
  1. Some Green leaders in Germany want to reduce industry and even stop new buildings to help the environment. They believe this will improve climate conditions.
  2. The push for a more controlled economy includes ideas like rationing living space and limiting how much people can travel. The goal is to reduce carbon emissions.
  3. These ideas imply big changes, like having no banks and less personal wealth, which could upset many people's daily lives and freedoms.
Irina Slav on energy β€’ 1729 implied HN points β€’ 26 Jan 24
  1. The European Union needs to act fast on climate policy to avoid a right-wing shift in upcoming elections.
  2. People in Europe are starting to question the promises and impacts of the energy transition.
  3. The current EU leadership's approach to the energy transition is facing growing resistance, especially due to its impact on cost of living and quality of life.
Doomberg β€’ 7407 implied HN points β€’ 10 May 23
  1. The article discusses the rising trend of power outages in the US due to extreme weather and how it affects different socio-economic groups.
  2. It questions the narrative that blames climate change solely for power grid instability, highlighting the role of policy decisions like investing in intermittent energy sources.
  3. The text also critiques the German approach to energy policy, emphasizing the potential consequences of their shift towards renewable energy sources.
Renewable Revolution β€’ 1618 implied HN points β€’ 13 Oct 23
  1. Technology change isn't straight and slow; it can grow rapidly in an S-curve pattern. This means innovations can spread faster than some people expect.
  2. We should focus on the new technologies coming into play instead of just looking at what we have now. What's happening in the present will give us a better idea of what's to come.
  3. Energy efficiency has a bigger impact than many realize. It's important to pay attention to how we can use less energy rather than just relying on new sources.
Chartbook β€’ 1831 implied HN points β€’ 06 Jan 24
  1. Germany's CO2 emissions fell by 20%, showing a significant reduction in coal-fired power generation.
  2. Renewable energy production increased by 5%, with solar power setting a record in 2023 in Germany.
  3. Emissions in buildings and transportation sectors remained unchanged, missing climate goals, requiring more action.
The Honest Broker Newsletter β€’ 1236 implied HN points β€’ 11 Mar 24
  1. Climate policy targets and timetables need to be revisited as the Paris Agreement targets are infeasible, requiring a reassessment of what is realistically achievable.
  2. Global equity needs to be prioritized alongside emissions reductions in climate scenarios, as current projections indicate increased economic inequities.
  3. Scenarios guiding climate policy are biased towards coal energy expansion, highlighting the importance of refocusing efforts on transitioning away from coal for effective decarbonization.
The Crucial Years β€’ 926 implied HN points β€’ 08 Dec 23
  1. The COP negotiations serve as a way to talk and pressure each other but do not have legislative authority
  2. The outcomes at COP reflect the current state of the world and political pressure from mobilized people
  3. Language and agreements at COP do not immediately translate into tangible action, requiring further activism at the local level
Renewable Revolution β€’ 199 implied HN points β€’ 26 Mar 24
  1. China is currently leading the way in clean technology, especially in solar and battery manufacturing, but the US and Europe are increasing their investments quickly.
  2. Europe has a strong position in generating electricity from solar and wind, while China is ahead in electric vehicle sales with plans to grow even more.
  3. The competition between these regions is good for the world as it drives innovation and reduces costs, speeding up the move away from fossil fuels.
Everything is Light β€’ 589 implied HN points β€’ 02 Jul 23
  1. The United Arab Emirates' Barakah nuclear power plant is a significant step towards transitioning to clean energy.
  2. The collaboration and cooperation between the UAE and South Korea in building the Barakah power plant is a model for international partnerships.
  3. The UAE's focus on developing national talent for operating the nuclear power plant showcases a commitment to sustainable energy solutions.
Cold Eye Earth (formerly The Gregor Letter) β€’ 275 implied HN points β€’ 08 Jan 24
  1. Global emissions are not likely to decrease soon due to slow decline in fossil fuel dependency
  2. Transitioning to cleaner energy is important, but insufficient without reducing fossil fuel consumption
  3. Focus on addressing fossil fuel consumption to achieve sustained emissions decline
Cold Eye Earth (formerly The Gregor Letter) β€’ 216 implied HN points β€’ 05 Feb 24
  1. The US economy is booming with balanced growth, largely due to increased investment in infrastructure and domestic output.
  2. Coal in the US power sector is declining steeply, soon to be surpassed by combined wind and solar energy sources.
  3. Emissions reduction progress in the US has slowed significantly, especially with rising natural gas consumption and transport sector emissions.
JΓ©rΓ΄me Γ  Paris β€’ 510 implied HN points β€’ 10 Oct 23
  1. Offshore wind was meant to be more expensive and a side show in the energy transition.
  2. Banks took construction risks initially, leading to offshore wind being almost as cheap as onshore wind in some regions.
  3. Offshore wind is necessary in some places due to geographical constraints and can provide diversification in renewable energy systems.
Renewable Revolution β€’ 239 implied HN points β€’ 21 Nov 23
  1. Fossil fuel demand has peaked, and we need to reduce it over the next three decades to tackle climate change effectively.
  2. By 2030, we can cut down fossil fuel use significantly with existing solutions, showing that change is not only possible but also necessary.
  3. New fossil fuel exploration is unnecessary because we need to focus on speeding up the transition to renewable energy instead.
eugyppius: a plague chronicle β€’ 205 implied HN points β€’ 10 Mar 24
  1. Independent auditors warn that German energy transition is unsustainable due to lack of reliable backup power for intermittent renewable sources.
  2. Germany is far behind in reaching renewable energy installation targets, needing a significant increase in wind and solar project installations.
  3. Massive grid expansions required for the energy transition in Germany are still inadequate, leading to doubts about the project's feasibility and affordability.
Numlock News β€’ 137 implied HN points β€’ 28 Jan 24
  1. A single nickel mine in Minnesota could unlock billions in EV subsidies, impacting electrification and consumers.
  2. Understanding the specific impacts of mining projects and legislation like the Inflation Reduction Act can shed light on climate goals and community conflicts.
  3. Navigating the politics of climate change on the ground involves balancing trade-offs, ensuring open dialogue, and making informed decisions about environmental impacts.
GEM Energy Analytics β€’ 219 implied HN points β€’ 24 Sep 23
  1. A presentation on the Energy Transition is available for download. It's based on various sources and designed for live discussions.
  2. The slides alone do not explain everything, so the spoken context is important for understanding fully.
  3. Feedback and contact are encouraged, showing that the creator values input from others.
Climateer β€’ 302 implied HN points β€’ 10 Nov 23
  1. The Eight Deadly Sins of Analyzing the Energy Transition discusses common mistakes in predicting the transition to clean technologies.
  2. Recommended climate podcasts include Volts, Catalyst, Cleaning Up, The Energy Transition Show, and My Climate Journey.
  3. Consider subscribing for occasional linkposts with interesting climate change articles and podcast recommendations.
Renewable Revolution β€’ 199 implied HN points β€’ 26 Sep 23
  1. The IEA's new roadmap shows strong support for reaching net zero, emphasizing action over theory. They are optimistic about the future of renewable energy and the shift away from fossil fuels.
  2. Key actions are needed by 2030 to make progress, including tripling renewable energy capacity and reducing methane emissions. These steps are essential for a successful energy transition.
  3. Investing in renewable energy is cheaper in the long run than sticking to traditional energy sources. This transition not only saves costs but also creates millions of new jobs in the clean energy sector.
Climate In Colour β€’ 117 implied HN points β€’ 09 Jan 24
  1. The Democratic Republic of the Congo holds significant cobalt and copper reserves, important for energy transition and technology manufacturing.
  2. Companies from around the world, like China and Canada, are investing in these resources, but the region has a history of colonial exploitation.
  3. Climate In Colour's Deep Dives provide insightful reads on climate justice, science, and technology intersection.
This Week in MCJ (My Climate Journey) β€’ 176 implied HN points β€’ 04 Oct 23
  1. Houston's remarkable energy transition is being closely watched by the world due to its industrial prowess and diverse workforce.
  2. Perceptions of Houston as a city focused on preserving the energy status quo are changing as traditional energy companies are investing in clean technologies.
  3. Houston has the opportunity to become a leader in climate tech by leveraging its resources, attracting investment, and supporting climate-focused startups.
Sustainability by numbers β€’ 248 implied HN points β€’ 23 Oct 23
  1. Electrification leads to greater efficiency in energy systems.
  2. Transitioning to electrification results in a significant drop in final energy demand.
  3. Different sectors have varying prospects for electrification, with some showing more opportunities than others.
Sustainability by numbers β€’ 201 implied HN points β€’ 06 Nov 23
  1. Low-carbon energy transition requires less mining than fossil fuels, even when accounting for waste rock.
  2. Material requirements for low-carbon technologies are still lower than current mining requirements for fossil fuels.
  3. Electrification for vehicles will increase material requirements, but overall material needs will decrease with an energy transition.
Sustainability by numbers β€’ 163 implied HN points β€’ 01 Dec 23
  1. There are enough minerals for the energy transition, focusing on low-carbon electricity systems
  2. Supply and demand of minerals can change over time, making long-term projections uncertain
  3. Markets can incentivize exploration and material substitution to prevent mineral shortages
Sustainability by numbers β€’ 150 implied HN points β€’ 07 Dec 23
  1. Short- and medium-term supply of minerals for the energy transition is a challenge that requires increased recycling, substitution, mining, and refining capacity.
  2. The time it takes to discover new mineral deposits, open mines, and scale up refining capacity can create bottlenecks in the short- and medium-term.
  3. To meet the growing mineral demand by 2030, there is a need to accelerate new mine openings, build refining capacity, and ensure strong environmental and social oversight.
Material World β€’ 229 implied HN points β€’ 29 May 23
  1. Gigafactories are important for countries' car industries to keep high-skilled jobs and stay competitive in the shift to electric vehicles.
  2. The value in electric cars is mainly in the battery, which is prompting the need for countries to develop their own battery and component manufacturing.
  3. Building gigafactories is just the start - countries also need to focus on producing the chemicals and materials that go into batteries to truly benefit from the electric vehicle market.
Green Rocks β€’ 78 implied HN points β€’ 09 Mar 23
  1. Climate technologies require huge amounts of metal, impacting mining and emissions reduction efforts.
  2. Concerns rise over labor conditions in Indonesia's booming nickel industry with reports of worker mistreatment.
  3. The auto sector faces challenges in meeting climate goals, requiring carbon standard agreements and increased renewable energy use.
The Works in Progress Newsletter β€’ 13 implied HN points β€’ 09 Feb 24
  1. Geothermal energy, originating from the Earth's core, offers a clean and abundant energy source.
  2. Innovative drilling methods using millimeter waves show potential to revolutionize deep geothermal projects.
  3. Geothermal power has the potential to provide continuous, clean energy on a global scale, but requires further technological advancements and support from governments.
Equal Ventures β€’ 19 implied HN points β€’ 03 Dec 22
  1. The virtual power plant (VPP) opportunity exists in sub-scale, BTM assets.
  2. Storage is the keystone of the energy transition. With storage, you are the market maker, unlike solar, where you're the price taker.
  3. Higher volatility strengthens the business case for storage and VPPs. As the grid becomes more volatile, buildings will turn to decentralized energy sources. Combining storage and VPPs enables buildings to operate as power producers.
TP’s Substack β€’ 10 implied HN points β€’ 11 Feb 24
  1. China's power grid is rapidly transitioning to low carbon technologies, but other sectors beyond electricity, like transportation and industries, need to be decarbonized as well.
  2. China imports a significant amount of crude oil, natural gas, and refined oil products, spending over $300 billion per year on these fossil fuels, with most usage being outside of electricity generation.
  3. China's progress in electrifying passenger vehicles is notable, with a shift towards new energy vehicles (NEVs) leading to a potential collapse in gasoline demand in the next 5 years, although commercial vehicle electrification lags behind.