The hottest Energy Substack posts right now

And their main takeaways
Category
Top Technology Topics

Weekly Dose of Optimism #145

Not Boring by Packy McCormick • 84 implied HN points • 23 May 25
🕹 Technology AI Health Energy Biotech Research
  1. OpenAI is teaming up with Jony Ive's design company to create AI-powered consumer devices. This partnership is generating excitement about upcoming innovative products.
  2. Google is heavily investing in AI, launching new tools that enhance their search and other services. They are a major player in the tech landscape, and their resources support widespread adoption of AI.
  3. Recent research suggests that creatine might provide benefits for people with Alzheimer's, showing it could improve cognitive function and brain energy levels. This is promising news for further studies in neurodegenerative diseases.

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.

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.

Power transitions: Britain, America, China

World Game • 9 implied HN points • 07 Jun 25
🌍 World Politics Geopolitics Energy Climate International relations Power Dynamics
  1. Geopolitics drives changes in energy sources, and this isn't just about climate; it's about power. The race to find new energy solutions can change global dominance.
  2. Historically, shifts in energy use have transformed world leaders. Britain rose to power with coal and steam, followed by America with electricity and factories.
  3. We may be on the brink of a new energy transition with solar power and AI. This could reshape global power dynamics again, just like past energy revolutions.
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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.

⚛ 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.

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.

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.

Shrinking the Tent

The Honest Broker Newsletter • 1697 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.

4.3.1 Skin Depth & Litz Wire

Fields & Energy • 299 implied HN points • 17 Jul 24
🕹 Technology Electronics Engineering Physics Energy
  1. Skin depth refers to how electric current mainly flows close to the surface of a wire, especially at high frequencies. This means most of the current doesn't penetrate deep into the conductor.
  2. Litz wire is made up of many fine strands that help reduce resistance by allowing current to flow through a larger area. This is especially useful at high frequencies where skin depth is very small.
  3. Using litz wire not only reduces energy loss due to resistance but also makes wires more flexible and less likely to fail mechanically compared to solid wires.

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.

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.

Germany under the sun

GEM Energy Analytics • 459 implied HN points • 10 Jun 24
🌞 Climate & Environment Energy Sustainability Solar Power Policy
  1. Solar energy in Germany is rapidly increasing, with over one gigawatt installed each month. This growth is important because it helps meet their energy goals for the future.
  2. Solar power is very concentrated during certain months. In winter, it barely impacts energy supply, while spring and summer see a big increase in generation.
  3. Negative prices for solar energy are rising, meaning that sometimes the energy is worth less than nothing during high production times. This creates challenges for both producers and market management.

4.3 Actions at a Distance: Fluids or Fields?

Fields & Energy • 259 implied HN points • 10 Jul 24
🔬 Science Physics Electricity Technology Engineering Energy
  1. Electricity can't really be thought of as a fluid. It has unique properties that can't be explained by the fluid model, especially in AC systems.
  2. Capacitors and inductors operate using electric and magnetic fields rather than fluids. This makes it easier to understand how they work.
  3. Transformers also rely on these fields. Their functionality shows that electric effects can occur at a distance, which a fluid model fails to explain.

Top Links 653 How US asset managers are muscling into Europe. Japan restarts its reactors. Who buys guns? Mexico's energy revolution.

Chartbook • 429 implied HN points • 18 Feb 25
💰 Finance Investment Economics Global Markets Regulation Energy
  1. US asset managers are starting to play a bigger role in Europe, which could change the market dynamics there.
  2. Japan is bringing its nuclear reactors back online, impacting energy policies and production.
  3. There's a growing discussion about who is buying guns, which raises questions about safety and regulations.

The Race to the Top in Six Charts and Not Too Many Numbers

Renewable Revolution • 279 implied HN points • 02 Jul 24
🌞 Climate & Environment Energy Sustainability Technology Economics Policy
  1. China is currently the leader in clean technology innovation and manufacturing, having significantly increased its battery and solar production capacity. It also holds a majority share in global clean energy patents.
  2. All three main regions—China, Europe, and the U.S.—are rapidly deploying clean technologies like solar, wind, and electric vehicles, but China is ahead in terms of growth and scale.
  3. The U.S. and Europe are recognizing the need to catch up in this energy race, with investments in clean technologies expected to grow significantly in the coming years, indicating a shift towards competition.

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.

⚛☢ 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.

3 Trends I'd Never Bet Against: Lyn Alden

QTR’s Fringe Finance • 29 implied HN points • 31 Jan 25
💰 Finance Investing Energy Economics Technology Trends
  1. Energy density is crucial for modern life and continues to power our economies. It supports everything from electricity to agriculture.
  2. High energy use has allowed technology and human population to grow, especially since the discovery of oil in the late 1800s.
  3. Despite renewable energy sources like wind and solar, we still need efficient, high-density energy sources to maintain economic strength and growth.

⤴⤵ 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.

Heat Pumps, Thermostats, and Bad Design

David Friedman’s Substack • 242 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.

Economics Links, 2/2/2025

In My Tribe • 410 implied HN points • 02 Feb 25
💰 Finance Economics Investing Market Trends Sustainability Energy
  1. The rising 10-year Treasury yield means higher costs for government debt and could hurt stock prices as investors change their expectations.
  2. Traders need to be careful with market momentum, as it can shift unexpectedly, leading to losses when everyone stops buying at high prices.
  3. Renewable energy projects face high costs to connect to the grid, and large battery systems have limitations, raising questions about their reliability.

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.

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.

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.

Top Links 644 Buffett's filthy power plants. Inflation dynamics. Indian wars, Zazous & Pet Shop Boys

Chartbook • 371 implied HN points • 09 Feb 25
💼 Business Finance Investments Economics Energy Corporate
  1. Buffett's company, Berkshire Hathaway, runs some of the dirtiest coal power plants in the US. This highlights concerns about environmental responsibility.
  2. There are interesting discussions about inflation dynamics. Understanding these can help us navigate economic changes.
  3. The mention of Indian wars, Zazous, and Pet Shop Boys suggests a mix of cultural and historical themes worth exploring. Each has its unique impact on society.

The Right-Hand Rule for Radiation

Fields & Energy • 499 implied HN points • 29 Apr 24
🔬 Science Physics Electromagnetism Energy Radiation Research
  1. The right-hand rule for radiation helps us understand how electromagnetic energy behaves. It's a simple concept that suggests the direction of radiation can be figured out using your right hand.
  2. Radiation doesn't just come from single charges; it comes from interactions between charges. If a charge is isolated, it doesn't radiate any energy on its own.
  3. Understanding the difference between fields and energy in electromagnetism is important. They work together but behave differently, and grasping this can help us solve complex problems in physics.

THB Insider #12

The Honest Broker Newsletter • 628 implied HN points • 19 Dec 24
🔬 Science Climate Energy Technology Research Policy
  1. The author will soon evaluate their predictions for 2024 and will post about the upcoming 2025 predictions. It's a fun way to look back and see how accurate they were.
  2. A new paper has been posted for feedback and will be revised based on comments received. This is a chance for readers to engage and contribute their thoughts.
  3. The author is planning a Q&A session and is inviting readers to submit their questions. It's an opportunity for direct interaction and to discuss important topics.