Tag: Demand Response
Electricity Wins Because It Breaks The Fossil Fuel Chain
One of the easiest ways to get the energy transition wrong is to treat electricity as just another fuel. Coal, oil, gas, hydrogen, ammonia, methanol and electricity are often placed in parallel columns, as if the future is mainly a substitution table. That framing preserves too much of the fossil … [continued]
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Climate Solutions Need To Pass Three Tests Before They Deserve Policy Or Capital
A lot of transition analysis gives too much credit to technologies that can be made to work and not enough scrutiny to whether they matter. The difference shows up across carbon capture hubs, synthetic fuel claims, small modular reactor schedules, cement decarbonization pathways, aviation fuel projections, ammonia shipping forecasts, grid … [continued]
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Molecules Do Not Disappear. Their Market Shrinks.
A lot of energy-transition arguments begin with today’s fossil fuel demand. Coal, oil, and gas still dominate global primary energy, so it is tempting to draw a straight line from the current fuel system to a future molecule system. Replace natural gas with hydrogen. Replace bunker fuel with ammonia or … [continued]
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France Gets Electrification Right, But 2030 Is Doing A Lot Of Work
France has announced a national electrification push that is directionally correct in a way that a lot of energy policy still is not. It is not treating electrification as a side dish to climate policy, a consumer rebate program, or a decorative set of EV chargers beside the real business … [continued]
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Energy Storage Technology Company Volt Harbor Raises $2 Million In Funding
The Michigan-based battery energy storage technology startup Volt Harbor has raised $2 million in seed money. The company makes a modular, software-defined energy storage platform for data centers and the grid. Volt Harbor’s technology works with EV batteries, which are in abundant supply and are growing in quantity. When electric … [continued]
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