Jason Badeaux

To achieve clean energy targets, many jurisdictions will have to overbuild renewables, increasing curtailment, or wasting of renewable energy. LDES could reduce or eliminate curtailment, allowing renewables to produce at full capacity whenever the weather is aligned.

Delphia is the classic example of a network-effect based business model: as more users contribute data, the returns for funds using the data should theoretically improve. This creates a flywheel, in which more users are incentivized to provide data because hedge funds and other businesses (who benefit from crowdsourced data at scale) are willing to... See more

When building a two-sided blockchain marketplace (buyers and sellers, or buyers and miners), which comes first, the chicken (miners) or the egg (buyers)? One solution: pay off the chickens.

Each energy transition has enabled massive improvements to existing materials (wrought iron and later steel made using coal), created entirely new materials (polymers from oil-refined petrochemicals) and/or made low-cost manufacturing viable at scale (aluminum using electricity).

The underlying theme across all 8 of these bullets, except perhaps the last, is that each drives scale of battery production.