ClimateTechFin's profile picture. Intersection of Climate Tech Research + Finance + Startups l Xoogler, Ex-engineer, MBA, Berkeley Lab alum

Climate Tech Finance

@ClimateTechFin

Intersection of Climate Tech Research + Finance + Startups l Xoogler, Ex-engineer, MBA, Berkeley Lab alum

So what's the Chevron decision interaction with the new NRC? Does this mean that judges will now play a big role which reactors get licensed?


Climate Tech Finance a reposté

2023 can be summed up by the following: 😵‍💫😄😅🙃🤩 But in case emojis don't do it justice, we made a TL; DR of the top trends that influenced the #solar industry in 2023. We'd be remiss if we didn't include #VirtualPowerPlants! #AuroraSolar #VPPs bit.ly/46YywQW

aurorasolarinc's tweet image. 2023 can be summed up by the following: 😵‍💫😄😅🙃🤩

But in case emojis don't do it justice, we made a TL; DR of the top trends that influenced the #solar industry in 2023. We'd be remiss if we didn't include #VirtualPowerPlants! #AuroraSolar #VPPs bit.ly/46YywQW

Really cool play to get around the interconnection queue issue.. I'm not sure how this works at scale, connecting right into distribution does circumvent getting stuck with those big ticket transmission upgrades, but substations aren't cheap and will add up

.@Google and clean energy developer @EdpRenewables unveiled a novel approach to solving clean energy project challenges — what some are calling ​“synthetic” community solar. bit.ly/3L5CAGa



Expect cpi to fall month over month tomorrow, below expectations. Leveraged long and some weeklies.


Climate Tech Finance a reposté

Also demand response! Even bigger than batteries today.

ciscodv's tweet image. Also demand response! Even bigger than batteries today.

Climate Tech Finance a reposté

An extraordinary day, in the most literal (and not really good) sense in the California power grid. What's different this year, as the grid approaches all-time high demand: batteries. Labor Day battery energy supplied in California, 2018-2022

NatBullard's tweet image. An extraordinary day, in the most literal (and not really good) sense in the California power grid. 
What's different this year, as the grid approaches all-time high demand: batteries. 
Labor Day battery energy supplied in California, 2018-2022

Just got another deposit bonus from $sofi @SoFi with this plus 2% interest in money accounts I have no idea why people still use old banking products. Sludge is real but @anthonynoto and team doing a great job, great future staff


I'm not sure if this is it but we will probably need new turbine designs for new wind resources, like offshore newatlas.com/energy/coaxial…


Energy efficiency and demand response work best together emp.lbl.gov/publications/a…


So @Ford is paying ~$25/month for v2g per @CanaryMediaInc. In CA we tested a program like this a few years ago and found we could pay about the same and customers found it a whole lotta meh, wonder what changed canarymedia.com/articles/elect…


Climate Tech Finance a reposté

🚨BREAKING🚨 House passes #InflationReductionAct with $369 billion to supercharge clean energy bit.ly/3dt64R6


There's tons of content around how the IRA bill from a climate perspective, but the interplay between it and corporate taxes is a super juicy tie in. Firming up the tax code to address untaxed externalities really feels like a system upgrade more than activism


Climate Tech Finance a reposté

Have you ever been curious about how public asset managers are trying to figure out implementing Net Zero across portfolios? Bunch of approaches all with their own nuances and pros/cons. GFANZ portfolio alignment released updated guidance - 140 pages. Here are some highlights.🧵


Climate Tech Finance a reposté

As of today, California gasoline price has dropped by more than $1/gal from its peak in mid June. And national average is down $0.98. As always, far more press coverage on the way up than on the way down. gasprices.aaa.com


Inventories up everywhere, commodities falling. Remember inflation is a lagging indicator, and the fed has to play catch up to keep the number of inflation memes under control. So expect the next but especially the cpi in 6 weeks or so to come way down. cnbc.com/2022/08/03/shi…

cnbc.com

Shipping firm Maersk, a barometer for global trade, warns of weak demand and warehouses filling up

AP Moller-Maersk on Wednesday forecast a slowdown in global shipping container demand in 2022 amid weakening consumer confidence and supply chain congestion.


No news is good news here. Met @bysl a few months back and really excited about the future of the company and the mission investors.originmaterials.com/news-releases/…


My biggest problem with the inflation reduction act is it gives polluters in general imo too much runway to continue current operations and doesn't incentivize drawdown enough wsj.com/articles/infla…


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