LNG Bubble Is Going To Deflate Rapidly With Harsh US Impacts

Credit to Author: Michael Barnard| Date: Fri, 31 Jan 2025 20:26:15 +0000

LNG exports are a big US success story in recent years. The first large export terminal was commissioned in 2018, and only seven years later, the country is the largest LNG exporter in the world, providing about 20% of the global supply. The industry has had a lot of favorable … [continued]

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Transportation Firm Deathwatch: Hydrogen & EVTOLs

Credit to Author: Michael Barnard| Date: Thu, 30 Jan 2025 01:34:06 +0000

For several years there have been a couple of parallel slow motion failures in the making, the use of hydrogen in transportation and the Jetsons’ fantasy of air taxis zipping over cities. Neither were based in economic, regulatory, or technical reality, preferring instead to have vast sums of governmental and … [continued]

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AI Electricity Demand Spike Already Drooping Due To Innovation

Credit to Author: Michael Barnard| Date: Mon, 27 Jan 2025 15:45:21 +0000

At present we’re in another wave of hysteria regarding data center energy demands, this time focused on concerns related to AI. It was all over Davos, for example. Many decarbonization folks, although not me, are deeply concerned about the electricity demands of the various large language models and generative AI … [continued]

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Critical Minerals Global Expert Optimistic About Supply

Credit to Author: Michael Barnard| Date: Wed, 22 Jan 2025 23:52:51 +0000

Late in 2024 I had the privilege of sitting down with one of the world’s leading experts on critical minerals, Gavin Mudd, director of the centre for critical minerals intelligence at the British Geological Survey. The second half of the conversation included a great deal on why we’re both optimistic … [continued]

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China Curbed Oligarchs, Made Education & Housing Cheaper for 90% — Meanwhile, In USA…

Credit to Author: Michael Barnard| Date: Wed, 22 Jan 2025 01:24:59 +0000

I have a habit of picking up books on China, as it’s the biggest country in the world that doesn’t tell everyone everything it’s doing all the time, unlike my southern neighbor, the United States. I’ve read books by Chinese authors, global diplomats, historians, and youth influencers about the country. … [continued]

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California’s Battery Storage Fire: Precursor Or Outlier?

Credit to Author: Michael Barnard| Date: Sun, 19 Jan 2025 21:27:08 +0000

A fire broke out at the Moss Landing Power Plant, not too far from San Francisco, on January 16, 2025, prompting the evacuation of approximately 1,500 residents and the temporary closure of Highway 1. No one was harmed in the incident. Given the massive growth in grid storage battery systems, … [continued]

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Korean Hydrogen Explosions, Leaks, Auction Failure & Impeachment May Cause Pivot

Credit to Author: Michael Barnard| Date: Fri, 17 Jan 2025 04:14:09 +0000

The hydrogen atom is tiny. Getting enough of it in one place requires pressures found at three to seven kilometers under the surface of the ocean. Unsurprisingly, it leaks. As it’s an indirect greenhouse gas and an explosion risk, that’s a big problem. South Korea has been learning exactly what … [continued]

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Decarbonization Requires Robust Decision Making Frameworks

Credit to Author: Michael Barnard| Date: Thu, 16 Jan 2025 19:09:46 +0000

An accidental advantage I have with my somewhat ADHD career and interests is that I’ve established patterns and filters for how I view the world that have been tested in multiple domains, often to destruction. I’ve published on the set a few times, but it’s worth returning to them. Looking … [continued]

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Poland’s Hydrogen Bus Plans Run Into High Hydrogen Prices

Credit to Author: Michael Barnard| Date: Tue, 14 Jan 2025 00:31:28 +0000

Recently 21 municipalities in Poland sent a joint letter to the federal government begging for big subsidies for hydrogen for energy. Reports indicate that the cities that had already contracted for hydrogen buses hadn’t bothered to include realistic costs of hydrogen in their cost cases. The ones that have them … [continued]

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Los Angeles’ $150 Billion Fires Have Lessons For All Urban Planners

Credit to Author: Michael Barnard| Date: Mon, 13 Jan 2025 17:04:28 +0000

The United States, and indeed much of the rest of the world, has been transfixed by the devastation in Los Angeles over the past week. As of January 12, 2025, multiple wildfires are still burning across the Los Angeles area, consuming around 40,000 acres or 62.5 square miles. At least … [continued]

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