The hottest Energy Substack posts right now

And their main takeaways
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Top Technology Topics

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.

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.

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.
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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.

Weekly Dose of Optimism #126

Not Boring by Packy McCormick • 106 implied HN points • 10 Jan 25
🔬 Science Biotechnology Neuroscience AI Energy Genomics Cell Biology
  1. Sana Biotechnology has made a huge step by transplanting insulin-producing cells for diabetes patients without needing drugs to suppress the immune system. This could change diabetes treatment for the better.
  2. Recent research shows that even non-brain cells can have memory-like processes, suggesting that memory might not be exclusive to the brain. This could lead to new ways of treating diseases by training our body's cells.
  3. A new AI model called METAGENE-1 can analyze wastewater to detect pathogens and monitor health risks. This technology could help us better prepare for pandemics in the future.

Top Links 566 Power prices. How will migrants and smugglers respond to the Trump shock? Prisons of power and Keynes on fairy dust.

Chartbook • 429 implied HN points • 20 Nov 24
💼 Business Economics Energy Labor Trade Policy
  1. Cheap electricity is making US companies more competitive compared to businesses from other countries.
  2. There are interesting questions about how migrants and smugglers will react to recent changes in politics.
  3. Keynes' ideas are still being discussed today, especially regarding economic concepts like 'fairy dust.'

⚛ 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.

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

Chartbook • 429 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.

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.

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.

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.

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.

The key takeaway from MIT’s Great Climate Policy Debate

Heterodox STEM • 163 implied HN points • 22 Dec 24
🌞 Climate & Environment Climate Policy Debate Nuclear power Sustainability Energy
  1. All four experts agreed that stopping nuclear energy development after the Three Mile Island accident was a big mistake. If nuclear power had been embraced earlier, we might have made better progress on reducing carbon emissions.
  2. There's a strong belief that we can still fully commit to nuclear energy now because the technology is safe and effective. The main barriers are complex regulations and legal challenges that make it hard to move forward.
  3. The panel recognized that achieving NetZero carbon emissions soon will be very difficult. It might be time for people with differing views on climate to collaborate and focus on making nuclear energy more widely used.

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.

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.

⚛☢ 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.

Weekly Dose of Optimism #125

Not Boring by Packy McCormick • 92 implied HN points • 20 Dec 24
🕹 Technology Energy AI Sustainability Data Innovation
  1. Commonwealth Fusion is making big strides toward clean energy with plans for the world's first commercial fusion power plant in Virginia, which could be operational by the early 2030s.
  2. Off-grid solar microgrids could greatly help power AI data centers quickly and affordably, making use of solar energy, especially in sunny regions like the U.S. Southwest.
  3. A new method called HORNET combines atomic force microscopy and AI to map RNA structures. This could improve our understanding of RNA and lead to better treatments for diseases.

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.