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My annual presentation: trends in decarbonization.
The long view; trends and transience; net zero as evolution and revolution. Everything from surface humidity to Nordic heat pump sales to hydrocarbon gravimetric density to hyperobjects.
https://t.co/DxlE3kaNbv https://t.co/kaagpWjgvC
Jefferies’ forecast for utility-scale battery systems are 30% above the current BNEF outlook and they believe that might be conservative.
They’ve raised their 2026 outlook despite headlines due to data center demand and higher than expected solar deployment post OBBB. https://t.co/BLjmKVUUDQ
OpenBB dropped the $0 cost Bloomberg replacement.
You can get 405 free data sources (and an AI Copilot).
Here's what you missed (in 90-seconds): https://t.co/U0hpNat7Lu
BREAKING: Base Power Raises $1 Billion Series C Led by Addition
Zach Dell, Co-Founder & CEO, joins Sourcery to discuss Base's strategic funding, rapid growth, & the world-class talent needed to seize the gigawatt-scale opportunity
We Break Down:
- $200M Series B to $1B Series C... See more
Molly O’Sheax.com
The cost of solar plus storage fell 22% in 2024 & 43% since 2019.
Solar & storage can economically supply 60%-97% of electricity demand in most places.
Falling global solar & storage costs pushed down its price to $104/MWh. Data at Ember 6/21/2025 White Paper on 24/7 solar.... See more
It's here: my annual presentation on decarbonization.
There is a lot going on, and I attempt to capture it in 200 slides. Ocean heat content, deforestation, fund performance, vehicle efficiency, lighting technology, GLP-1 agonists, and much more. https://t.co/DxlE3kbl13 https://t.co/ONJbXB7twH
🚨BNEF’s Global Electrolyzer Outlook got published
🧵with some of the findings below
https://t.co/aMVxnaSbr8
Adithya Bhashyamx.com
[1/5] Need a #hydrogen crash course? @kobadb takes the #BNEFSummit stage to talk us through hydrogen's “high hurdles, huge potential”. https://t.co/lZO6l8MbXW