The hottest Energy transition Substack posts right now

Geothermal energy, originating from the Earth's core, offers a clean and abundant energy source.
Innovative drilling methods using millimeter waves show potential to revolutionize deep geothermal projects.
Geothermal power has the potential to provide continuous, clean energy on a global scale, but requires further technological advancements and support from governments.

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.
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.
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.

Russia's invasion of Ukraine has significant impacts on global energy markets due to Russia's key role as a major energy supplier.
The crisis may lead to challenges in the supply chain for renewable energy materials like rare earth minerals, potentially impacting the production of green technologies like EVs.
The need for energy independence and security may drive a shift towards natural gas in the short term, highlighting the importance of investing in grid infrastructure for a successful energy transition.

Chamath Palihapitiya provides deep dives into important sectors like Energy Transition.
The Global Energy Transition deep dive includes an overview of climate issues and solutions.
The Inflation Reduction Act is discussed with implications for energy transition sectors in the U.S.

The future is electric with a need to grow clean energy capacity to meet demand.
Bringing back energy supply chain home is a US priority for clean energy self-sufficiency.
Oil and gas companies play a significant role in the energy transition due to expertise and resources.

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The average American needs to reduce their carbon contribution to avoid a 2 degree Celsius temperature increase by 2050. Personal actions like going solar and electrifying everything help, but difficult-to-electrify industries may rely on hydrogen for decarbonization.
Traditional hydrogen production is not clean, emitting large amounts of CO2. New methods like 'blue' and 'green' hydrogen offer cleaner alternatives to help meet net zero goals.
The cost of clean hydrogen production is decreasing, with major investments from companies driving a shift towards blue and green hydrogen. Despite challenges like varying emissions from different production methods, green hydrogen from renewable sources is seen as a key in reducing carbon emissions.

The US and China have gotten together to cut emissions and expand renewable energy. They want to work on reducing methane emissions too, which is a big step for China.
Recently, the world experienced its hottest 12-month period ever. Many people faced extreme heat waves that were made worse by climate change.
The EU is making progress in its climate goals, reducing greenhouse gas emissions, and increasing renewable energy usage, especially after the energy disruptions caused by the war in Ukraine.

Rishi Sunak has changed the UK's climate policies, aiming to increase oil production and delay green requirements. This is seen as a big step back for climate action.
The UK has strong laws in place to reduce greenhouse gases by 2050, but Sunak's decisions threaten to undermine these efforts and hinder progress in reducing emissions from homes.
Global investment in clean energy is rapidly growing, but the UK risks falling behind other countries that are making stronger commitments to green energy and climate action.

The world's carbon budget is running out fast. If we keep polluting at the same rate, we might use up our chance to limit warming to 1.5°C in just six years.
Nepal's glaciers are melting rapidly, losing nearly one-third of their ice in thirty years. This affects water supplies for millions and threatens the region's climate and agriculture.
Shell is cutting jobs in its low-carbon division and focusing more on oil and gas, which goes against the goal of reducing global heating. This indicates a significant shift in priorities away from clean energy.