The hottest Energy Substack posts right now

And their main takeaways
Category
Top Technology Topics

Where We're Going, We Still Need Idiots

Everything Is Amazing ā€¢ 1751 implied HN points ā€¢ 24 Dec 25
šŸ”¬ Science Energy
  1. Choosing curious optimism over cynicism makes exploring science and the world more joyful, even if it sometimes leads to mistakes. Sharing those mistakes helps others learn and keeps conversation constructive.
  2. Small creative acts and practical inventions can make a real difference in everyday life, from brightening public spaces to helping people sleep safely. Simple solutions like knitted decorations and solar-powered bedding show care and cleverness matter.
  3. New discoveries keep rewriting what we thought we knew, from evidence of much earlier fire-making to an oddly shaped exoplanet with a strange atmosphere. The universe is weirder and more fascinating than our old models expect.

Revenge of the Climate Realists

Common Sense with Bari Weiss ā€¢ 2133 implied HN points ā€¢ 11 Dec 25
šŸŒž Climate & Environment Energy
  1. People who questioned the worst climate catastrophe claims were treated as pariahs even while accepting global warming; they argued the alarmism was overblown.
  2. Roger Pielke Jr. lost speaking invitations and faced a congressional investigation after arguing that rising disaster costs weren't linked to greenhouse gases.
  3. Those climate realists now claim a comeback and feel vindicated as the debate and public opinion shift.

HS2's gravel nightmare

Odds and Ends of History ā€¢ 268 implied HN points ā€¢ 23 Feb 26
šŸŽ™ Podcasts Energy
  1. Britainā€™s attempt to reform how it builds nuclear plants could be undermined if the country re-aligns its rules with the EU, because European regulations may block or complicate those domestic changes.
  2. The HS2 project and a local council adopted an extreme, complicated solution for a relatively minor gravel problem at Dobbins Lane, creating unnecessary drama and controversy.
  3. A new framework called 'Power Failure' argues we need to rethink how power operates, offering fresh explanations for why governments and institutions often fail to act effectively.

Top Links 993 Coal in Asia. Tobin's race. Saudi Arabia changes course. The authoritarian threat to golf.

Chartbook ā€¢ 572 implied HN points ā€¢ 25 Jan 26
šŸŒ World Politics Energy
  1. Nearly 70 percent of global coal consumption is now concentrated in China and India.
  2. The featured links focus on major geopolitical and cultural shifts, including pieces on Tobinā€™s race, Saudi Arabia changing course, and the authoritarian threat to golf.
  3. This is a curated digest of links, images, and recommended reading that mixes free and subscriber-only content supported by reader contributions.

Manning Madness

Gordian Knot News ā€¢ 219 implied HN points ā€¢ 21 Feb 26
šŸ’¼ Business Energy
  1. Nuclear plants are far more heavily staffed than operational needs justify, and modern automation plus examples from other countries show they could run safely with only a few dozen workers instead of hundreds or thousands.
  2. Major staffing increases came from postā€‘accident regulation and postā€‘9/11 security measures, creating lots of overlapping administrative and security roles that add little real safety.
  3. Inflated manning and security theatre drive up nuclear costs and feed public fear; treating plant security as a federal responsibility and cutting to normal industrial security levels would lower costs and make nuclear more competitive.
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Reading List for 06/07/2025

Construction Physics ā€¢ 11065 implied HN points ā€¢ 07 Jun 25
šŸ•¹ Technology Energy
  1. The US battery storage industry is facing challenges, including layoffs and rising costs from tariffs. This makes the future of battery storage uncertain.
  2. Affordable housing in the US is often expensive to build, due to complicated financing and various requirements. This leads to higher costs, despite being labeled 'affordable.'
  3. A map shows housing affordability across US counties, revealing areas where housing is expensive compared to income. Scenic areas often have high housing costs, even with low populations.

Hoodwinked

Doomberg ā€¢ 8742 implied HN points ā€¢ 08 Jul 25
šŸŒž Climate & Environment Energy
  1. China is accused of using climate activism to undermine American energy by funding groups that oppose it. This strategy aims to weaken the U.S. as a global competitor.
  2. There is concern that the influence of Chinese money is being ignored while debates focus on climate change risks. This creates tension between political parties over the framing of climate issues.
  3. Despite the push for renewable energy in the West, China continues to consume a large amount of coal, benefiting from the West's climate policies while enhancing its own industrial and military strength.

What Learning by Doing Looks Like

Construction Physics ā€¢ 25889 implied HN points ā€¢ 12 Dec 24
šŸ•¹ Technology Energy
  1. Learning curves show that the more something is produced, the cheaper it gets. This happens because experience helps make production more efficient.
  2. The evolution of polycrystalline diamond drill bits shows that real-world experience is key to improving technology. Companies learned from failures and made better bits over time.
  3. Understanding how different bits work in different rocks was crucial for progress. Customizing the design of drill bits based on experience led to much better drilling performance.

How China Courted Iran

ChinaTalk ā€¢ 756 implied HN points ā€¢ 12 Jan 26
šŸŒ World Politics Energy
  1. China and Iran have a pragmatic, interest-driven partnership: China buys most of Iranā€™s oil and provides investment and cheap goods through barter and sanctions-evasion, which keeps Iran afloat but also hurts local industry and stokes public resentment.
  2. Beijing manages problems with propaganda, diplomatic support, and material help, and it supplies surveillance and riot-control technologies that strengthen the Iranian regime even as its popularity falls among ordinary Iranians.
  3. Chinaā€™s leverage is limited and conditional ā€” it will pressure Tehran when Chinese interests are directly threatened (like attacks on Chinese shipping) but it wonā€™t reliably force Iran to change its broader regional behavior, so the tie is one of convenience, not deep trust.

What even is an 'AI growth zone', anyway?

Odds and Ends of History ā€¢ 469 implied HN points ā€¢ 06 Feb 26
šŸ•¹ Technology Energy
  1. AI Growth Zones are basically a push to build more domestic data centres so the UK has its own ā€˜sovereignā€™ compute capacity, and the government pairs that build-out with a levelling-up story to attract private investment.
  2. The scheme offers targeted incentivesā€”planning fast-tracks, grid queue priority, expert support, energy discounts, Ā£5m for local AI adoption and retention of business-rate growthā€”to make specific sites more attractive to data-centre companies.
  3. In practice sites are chosen mainly for existing grid capacity or on-site power rather than to create big local tech clusters, so the actual local economic uplift and jobs impact may be smaller than the rhetoric suggests.

Data Centers Are Not the Villain

Common Sense with Bari Weiss ā€¢ 505 implied HN points ā€¢ 29 Jan 26
šŸ•¹ Technology Energy
  1. Data centers are often blamed for high power bills and environmental damage, but most of those claims aren't true.
  2. The real driver of rising electricity costs is years of underinvestment in power infrastructure, not new data center construction.
  3. Public and political opposition to data centers has grown across the political spectrum, sparking local fights and calls to restrict or pause building.

āš›ļø Why small reactors may be more than nuclear wishcasting

Faster, Please! ā€¢ 913 implied HN points ā€¢ 12 Jan 26
šŸ’¼ Business Energy
  1. Big companies signing deals for small reactors show the industry may finally get real customers and reliable capital it has long lacked.
  2. Still, past nuclear "renaissances" have faded, so optimism should be cautious and the burden is on proponents to prove the case.
  3. If corporate demand and steady financing actually translate into built and operated plants, small reactors could move beyond wishful thinking to practical impact on power supply and decarbonization.

The Paris Delusion

The Honest Broker Newsletter ā€¢ 2070 implied HN points ā€¢ 22 Nov 25
šŸŒž Climate & Environment Energy
  1. Saying the Paris Agreement alone caused a big drop in projected warming is misleading; the apparent improvement mostly reflects earlier scenarios that overā€‘predicted coal use and were therefore wrong, not clear policy-driven emissions cuts.
  2. Actual data show no acceleration in global decarbonization since Paris: emissions per unit of GDP have fallen at about 2% per year, far below the roughly 8% per year sustained cuts needed for deep decarbonization and never achieved by any country.
  3. We need honest, evidenceā€‘based policymaking ā€” stronger and effective measures to speed real decarbonization are required, while also protecting energy access, supply reliability, and affordability, instead of celebrating questionable success stories.

China on Venezuela

ChinaTalk ā€¢ 800 implied HN points ā€¢ 07 Jan 26
šŸŒ World Politics Energy
  1. China condemned the US action as a breach of international law and framed it as American hegemony, sparking a debate at home about whether the raid offers a template or warning for Taiwan. Some commentators see it as a quickā€‘strike model for forcing faits accomplis, while others insist the Venezuela case is not analogous to crossā€‘strait issues.
  2. The operation exposed weaknesses in Venezuelaā€™s air defenses that used Chinese equipment, prompting Taiwanese observers to mock Chinese radar and argue US forces can overwhelm systems tied to Chinese arms. Analysts caution, however, that Venezuela lacked Chinaā€™s most advanced systems and suffered from mixed sourcing and maintenance problems, so the failure may not prove broad Chinese inferiority.
  3. Beijing has real economic stakes in Venezuela ā€” modest oil flows plus roughly $13ā€“15 billion in loans ā€” and the biggest risk is financial and political, not immediate military loss. A USā€‘aligned government in Caracas could reprioritize creditors or restrict Chinese firms, forcing China to absorb losses or renegotiate access to assets.

The German Grid Montage

Gordian Knot News ā€¢ 102 implied HN points ā€¢ 02 Mar 26
šŸŒž Climate & Environment Energy
  1. The dominant technology depends heavily on nuclear overnight cost: if nuclear is cheaper than about $3,000/kW (2020 USD) you get low-cost, low-CO2 grids dominated by nuclear, but if nuclear is much more expensive the model shifts to coal or big wind/solar builds with much higher emissions.
  2. Dispatchable generation like nuclear reduces the need for massive wind/solar overbuild and backup gas because it can reliably follow load, while wind/solar force huge capacity, land use, and storage investments and still require substantial gas backup.
  3. The model is biased optimistic for renewables (no transmission costs, perfect foresight, no inertia/ancillary requirements), so the already-expensive high-renewable solutions in the runs understate real-world costs; batteries are rarely chosen and very high nuclear costs produce politically and economically extreme grids with high curtailment and embedded emissions.

Trump Moves Closer To War With Venezuela, And Other Notes

Caitlinā€™s Newsletter ā€¢ 1322 implied HN points ā€¢ 18 Dec 25
šŸŒ World Politics Energy
  1. Trump is escalating toward open confrontation with Venezuela by ordering a total blockade and targeting oil tankers, which risks direct military clashes.
  2. The administration has labeled fentanyl a ā€œweapon of mass destructionā€ and accused Venezuela despite evidence the country doesnā€™t produce it, repeating the tactic of using dubious pretexts for intervention.
  3. U.S. foreign policy and much of the media treat unilateral sanctions and regimeā€‘change rhetoric as acceptable, empowering warmongers and crowding out peaceful options like neutrality.

Why the Iran war is so tricky

Unreported Truths ā€¢ 30 implied HN points ā€¢ 16 Mar 26
šŸŒ World Politics Energy
  1. Iran already has enough enriched uranium that it could be turned into a nuclear weapon, and the size and effects of such a bomb would be uncertain but potentially catastrophic.
  2. Finding and seizing those uranium stores would be very hard and dangerous because enriched uranium is hard to detect and is likely kept in fortified or underground sites that would require a large, risky special-forces operation.
  3. This creates a brutal choice: keeping pressure and control might stop Iran from finishing a bomb but risks wider conflict and economic damage like a closed Strait of Hormuz, while easing off would likely let Iran build a weapon, so thereā€™s no easy, risk-free option.

Reading List for 06/14/25

Construction Physics ā€¢ 8768 implied HN points ā€¢ 14 Jun 25
šŸ•¹ Technology Energy
  1. A new executive order in the US is lifting the ban on supersonic flight over land, changing it to a noise-based standard. This could allow quieter supersonic jets to fly legally, which is a big step forward for aviation.
  2. Figure AI showcased a humanoid robot that can autonomously handle various package types efficiently. This demonstration highlights significant progress in robotic dexterity and the use of advanced AI models.
  3. There's a discussion about the data needed to train robots effectively, which is currently tough to gather. Itā€™s estimated that using multiple robots and simulations could help train them faster and more efficiently, though it's a costly challenge.

How I Learned to Stop Worrying and "Love" The Collapse

OK Doomer ā€¢ 196 implied HN points ā€¢ 20 Feb 26
šŸŒž Climate & Environment Energy
  1. People are moving past mourning the old future and choosing practical action. Theyā€™re learning skills like growing food, installing power systems, and staying healthy to survive and thrive.
  2. Community resilience is rising as friends and neighbors start homesteading where they live and building local networks and shared resources. At the same time, people are staying cautious about what they share and who they trust.
  3. The larger system is collapsing, so the focus has shifted from trying to save it to making a soft landing and building alternative systems. The priority now is preserving what can survive and creating practical, local solutions.

Five Figures - December Bonus Issue

The Honest Broker Newsletter ā€¢ 1315 implied HN points ā€¢ 12 Dec 25
šŸŒž Climate & Environment Energy
  1. Insurance companies are making record profits even as headlines claim a climate-driven insurance crisis, and recent premium hikes seem driven in part by rules to account for ā€œclimate riskā€ and the growth of risk-modeling services.
  2. The issue presents data across many areas ā€” dark oil tankers, moderatesā€™ confidence in science, an energy skills gap, red-state/blue-state electricity price differences, southern-hemisphere wheat, and a comeback of climate-realist views.
  3. More analysis is coming, including a follow-up on insurance and climate and a ranked list of major climate-research scandals, and the full material is available to paying subscribers.

Europe needs better rockets

Odds and Ends of History ā€¢ 268 implied HN points ā€¢ 16 Feb 26
šŸŽ™ Podcasts Energy
  1. A single planning objection can kill local projects like a neighbourhood battery. This shows how complaints can waste council resources and block useful energy infrastructure.
  2. Europe needs its own independent rocket launch capability so it can reliably access space for industry, science, and future growth.
  3. Reliable, abundant energy is what makes modern life possible. Arguing for technologies like nuclear can help counter degrowth ideas and protect prosperity.

Five Dams in Tibet

Doomberg ā€¢ 6027 implied HN points ā€¢ 30 Jul 25
šŸŒž Climate & Environment Energy
  1. Hydroelectric power is often seen as a clean energy source, but it has serious downsides, including environmental damage and the loss of homes for many people.
  2. China has built and operates the world's largest dam, the Three Gorges Dam, but this project faced a lot of criticism for displacing over a million people and causing environmental concerns.
  3. Now, China is constructing even bigger dams in Tibet, which could change global energy markets but also carry risks and potential issues similar to past projects.

If You Can't Leave The Grid, Be The Grid

OK Doomer ā€¢ 245 implied HN points ā€¢ 15 Feb 26
šŸŒž Climate & Environment Energy
  1. Keep working and polish your ideas until they matter; recognition often comes after repeated rejection and proves you can overcome doubt.
  2. Expect serious climate and institutional disruptions this decade, so adapt now instead of waiting for others to save you.
  3. Learn practical, community-focused skillsā€”like electrical work, plumbing, or emergency careā€”to keep systems running and help people rather than falling into despair.

Are oil price spikes good for the U.S.?

Economic Forces ā€¢ 10 implied HN points ā€¢ 19 Mar 26
šŸ’¼ Business Energy
  1. The US is now a net exporter of oil and gas because of shale, so big oil price spikes produce a modest net gain for the country instead of a large national loss. That gain is small relative to GDP ā€” on the order of tens of billions a year.
  2. To first order the national effect is just net traded barrels times the price change (a simple rectangle), while quantity responses (elasticities) are a smaller triangle that trims importer losses but enlarges exporter gains.
  3. Gains are uneven: energy producers and owners capture most of the upside while workers and consumers face real-wage losses, and higher energy prices act as both a cost-push shock and a demand shift at home, raising inflation and complicating monetary policy.

Reading List for 05/31/2025

Construction Physics ā€¢ 8977 implied HN points ā€¢ 31 May 25
šŸ•¹ Technology Energy
  1. Wind farms can create 'wind shadows' that harm energy production for neighboring turbines. This has led to competition among developers, often resulting in rushed planning and environmental neglect.
  2. Nuclear power could become cheaper if safety rules, like the 'As Low As Reasonably Achievable' policy, are reconsidered. Overly strict regulations can drive up costs and make nuclear energy less viable.
  3. Chinese car company BYD is cutting EV prices significantly, which is helping it gain market share. In contrast, GM is investing in traditional combustion engines due to slowing EV sales.

4.5 An Introduction to Electromagnetic Models

Fields & Energy ā€¢ 279 implied HN points ā€¢ 28 Aug 24
šŸ”¬ Science Energy
  1. Electromagnetic energy can flow along wires due to charge imbalances. This creates electric and magnetic fields that help guide the energy.
  2. There are different viewpoints on what influences electromagnetic behavior the most: charges and currents, fields, or energy itself. Each aspect plays a role in how energy moves.
  3. Understanding these concepts can lead to better insights into electromagnetic models, but it can be complex since many elements are connected and affect each other.

The Blackouts Are Coming

OK Doomer ā€¢ 265 implied HN points ā€¢ 11 Feb 26
šŸŒž Climate & Environment Energy
  1. Blackouts are becoming far more likely as data center growth, heatwaves, and storms strain the grid, so planning for outages now is important.
  2. If someone in your household relies on power for medical devices or heat/cooling, focus on a backup system that powers critical loads only, not the whole house.
  3. Donā€™t trust cheap DIY kits or affiliate hype ā€” work with a professional installer who can choose reliable equipment, provide warranties, and safely size the system.

Notes From The Progress Studies Conference

Astral Codex Ten ā€¢ 23813 implied HN points ā€¢ 24 Oct 24
šŸ•¹ Technology Energy
  1. Progress Studies is a new field aimed at understanding and improving human progress. It's seen as important despite some initial pushback, similar to how other social studies emerged.
  2. Solar energy is rapidly improving and could become very cheap, making it a major player in addressing energy needs. Advances in solar and storage technology are seen as key to a more sustainable future.
  3. Regulations are often seen as a barrier to progress in various sectors, from energy to housing. Many attendees at the conference believe smarter regulation could greatly enhance innovation and development.

Reading List 02/01/2025

Construction Physics ā€¢ 13779 implied HN points ā€¢ 01 Feb 25
šŸ•¹ Technology Energy
  1. Coal power is declining in the US, with many plants converting to natural gas. This shift is largely due to the cheaper cost of natural gas compared to coal.
  2. India is planning to build a massive data center capable of three gigawatts. This would make it the largest data center in the world, responding to a growing demand for AI processing power.
  3. German car manufacturers are facing tough challenges as competition from Chinese automakers grows. Many companies are cutting jobs and exploring partnerships to stay competitive in the market.

4.4.2 The Catt Question

Fields & Energy ā€¢ 319 implied HN points ā€¢ 21 Aug 24
šŸ”¬ Science Energy
  1. When a voltage is applied to a transmission line, it creates a net positive charge in the top wire and a net negative charge in the bottom wire. This happens as electrons move under the influence of the electric field set by the voltage.
  2. While it seems like charge must move quickly with the wavefront, it is actually the density of charges that changes. The actual movement of electrons is slow compared to the speed of light.
  3. Understanding how charges interact with electric fields helps explain electrical conductivity and related effects. Electromagnetic phenomena involve more than just moving charges; the interaction of fields and energy is also crucial.

The Entropy Debt Theory of Civilization

Anima Mundi ā€¢ 432 implied HN points ā€¢ 16 Jan 26
šŸŒž Climate & Environment Energy
  1. Many major problemsā€”climate breakdown, institutional decay, and worsening mental healthā€”are connected as interest payments on an "entropy debt" because civilizations maintain order by exporting disorder across space and time.
  2. Modern civilization has exhausted the places and times to which it can export entropyā€”fossil fuels, colonial extraction, and psychological repression were ways to borrow order, and now the system is approaching saturation.
  3. The real solution is a civilizational shift from borrowing order to living on "entropy income" by relying on solar-driven flows and redesigning institutions and values. Efficiency or a simple energy switch wonā€™t by itself erase the underlying debt.

Dunkelflauten Clusters (aka Winter)

Gordian Knot News ā€¢ 168 implied HN points ā€¢ 16 Feb 26
šŸŒž Climate & Environment Energy
  1. Dunkelflautenā€”multi-day clusters of very low wind and solarā€”can last weeks and stress the grid far more than average capacity factors indicate.
  2. Detailed hour-by-hour, multi-year weather modeling shows a pure wind/solar/battery/hydrogen system for Germany needs massive overbuild and nearly 50,000 GWh of H2 storage, causing huge curtailment and very high electricity costs.
  3. Real-world constraints like missing northā€“south transmission, low gas reserves, and storage limits make heavy reliance on intermittents and LNG/hydrogen risky, while a nuclear-centered plan would likely be cheaper and cleaner.

Weekend Update #171: The Week Trump Helped Putin Commit Two War Crimes

Phillipsā€™s Newsletter ā€¢ 253 implied HN points ā€¢ 08 Feb 26
šŸŒ World Politics Energy
  1. Trumpā€™s public claims about a humanitarian pause helped mask a Russian buildup that enabled two coordinated mass attacks that severely damaged Ukrainian power and heating infrastructure.
  2. The U.S. and Russia look to be negotiating big economic deals without Ukraineā€™s input, so Europe must demand a seat at the table to avoid being sidelined in decisions about Ukraineā€™s future.
  3. The claim that India agreed to stop buying Russian oil is false and the joint statements only show vague intentions, so press reports presenting it as a firm pledge were misleading.

The Precipice

QTRā€™s Fringe Finance ā€¢ 42 implied HN points ā€¢ 07 Mar 26
šŸŒ World Politics Energy
  1. Direct US military action has made World War III less likely right now because rivals like Russia and China look less willing or able to take on American forces.
  2. Private US defense innovationā€”like quickly building improved kamikaze dronesā€”shows America's industrial advantage and makes adversaries think twice about engaging.
  3. The campaign's outcome matters for global power: success could reinforce the dollar and US dominance, while failure could cause heavy domestic fallout and enable rivals to reshape the world order.

We Can Make Nuclear Cheap Again Now Downloadable

Gordian Knot News ā€¢ 197 implied HN points ā€¢ 12 Feb 26
šŸ‡ŗšŸ‡ø U.S. Politics Energy
  1. A book proposing a Nuclear Reorganization Act sold very poorly, so its PDF was released for free to try to spread the ideas more widely.
  2. About 100 free hard copies were sent to potentially influential people but produced virtually no engagement ā€” only one polite response.
  3. The Trump administration has favored politically chosen but economically weak nuclear projects, wasted taxpayer money, and hampered better competitive options versus Russia and China, increasing the likelihood of a crisis that could finally force reform.

The Iran War: Our Complete Coverage

Common Sense with Bari Weiss ā€¢ 37 implied HN points ā€¢ 06 Mar 26
šŸŒ International Energy
  1. The Iran war is a fast-moving, world-shaping crisis that the United States is deeply involved in and that divides political opinion at home and abroad.
  2. The conflictā€™s outcome is unclearā€”experts debate regime change, who will lead Iran next, and whether groups like the Kurds will shape the countryā€™s future.
  3. The war has big practical consequences: it threatens energy supplies and trade routes, raises the risk of wider regional or global escalation, and sparks legal and humanitarian debates.

Strait Shooting

Doomberg ā€¢ 5341 implied HN points ā€¢ 24 Jun 25
šŸ’¼ Business Energy
  1. Historic events like World War II led to drastic actions like gasoline rationing due to supply fears, showing how crises can change daily life.
  2. Wars can disrupt trade and create shortages, but they also push countries to innovate, like how the U.S. started producing synthetic rubber during WWII.
  3. Current worries about oil supply through the Strait of Hormuz highlight how geopolitical tensions can affect global energy prices and markets in the long run.

A low point

The Crucial Years ā€¢ 817 implied HN points ā€¢ 19 Dec 25
šŸŒž Climate & Environment Energy
  1. Thereā€™s a clear sense of being at a low point and feeling emotionally strained.
  2. Thereā€™s cautious hope that things will get better, but that optimism is tentative and uncertain.
  3. The content is behind a paywall and only available to paid subscribers, requiring subscription or sign-in to access.

Top Links 968 K-shaped economy. China's East-West data and energy economy & mourning a hoplite.

Chartbook ā€¢ 543 implied HN points ā€¢ 31 Dec 25
šŸŒ International Energy
  1. The economy is becoming K-shaped, with some sectors and people recovering strongly while others fall further behind.
  2. China shows an eastā€“west split where a new data-and-energy economy is concentrating growth in some regions while others lag.
  3. A cultural reflection on 'mourning a hoplite' uses classical imagery to explore themes of loss, memory, and changing identity.

āš” America's electrostate inevitability

Faster, Please! ā€¢ 365 implied HN points ā€¢ 22 Jan 26
šŸŒž Climate & Environment Energy
  1. The energy system is moving from burning carbon molecules to using electrons, and that shift is now driven by economics and industry rather than ideology.
  2. The change is unavoidable and will reshape economic and industrial powerā€”whoever builds the electric infrastructure first will gain a major advantage.
  3. Because past American strength came from hydrocarbons, the US needs to invest and industrialize around electrification now to maintain its lead.