“While residential hardware costs have varied over the past 10 years, soft costs (SG&A, permitting, inspection, interconnection and labor) have remained stubbornly high and have even increased, pushing the soft cost share to its highest point in years.” ~ learn […]
FOB China prices are now under $0.05/watt for the most popular solar cells in the market. Lower prices open new markets, which drive more volume, which can lower prices further. Let’s keep our fingers crossed for this virtuous cycle! Note […]
That energy comes (I think mostly) from fossil fuel power plans, which contribute carbon to the atmosphere. This isn’t going to change any time soon, so you can bet they’ll be buying more carbon credits! “Google’s emissions surged nearly 50% […]
I found this interesting in the context of John Doerr’s talk of future climate refugees. Maybe these problems help alleviate on another to some extetent? The bank “has warned that the country’s economy will need around 24 million migrant workers […]
An episode of the Tim Ferris Show from November 2021. Doerr is the famous investor who backed Larry & Sergey with the biggest check his firm had ever written when they were 24 years old without a business model. He […]
This video features Casey Handmer of Terraform Industries (disclosure: I’m invested!), who showcases the technology he developed for making natural gas from thin air. I never get tired of sharing content about this! ~ learn more
“In our work at the EU’s Joint Research Centre (JRC), we showed that in the case of many of the strategic clean energy technologies, the bloc is entirely dependent on single sources – most often China – for raw materials, […]
There is this weird case of carbon accounting. “Shell sold to Canada’s largest oil sands companies millions of carbon credits tied to CO₂ removal that never took place, raising new doubts about a technology seen as crucial to mitigating greenhouse […]
There’s big money going into things that could lower carbon. Here’s the launch of a $1.4 billion new fund. “The fund, Decarbonization Partners Fund I, has already invested in seven companies including low-carbon hydrogen firm Monolith, biotechnology firm MycoWorks and […]
“In this essay, we consider whether some very special computers will become black holes before they become gods.” ~ learn more