John Mulliken

Just published a piece in HBR on the Carbon Short that all companies are facing, along with @rgeccles (founding chairman of SASB). "The bill on your GHG emissions is coming. Are you ready to pay it?" (1/10) hbr.org/2021/10/carbon…

@DrSimEvans Perfect. Thanks. Teach me to look at the key :)

@johnmulliken It's in the chart "future solar"

Your regular reminder that solar farms take up less of the UK than golf courses carbonbrief.org/factcheck-is-s…

@cawainil @duncancampbell @JigarShahDC @JulianSpector @Energy4Chris C&I. Not talking industrial heat or anything, but fairly significant scale multi-tenant aggregation in a bunch of markets.

@johnmulliken @duncancampbell @JigarShahDC @JulianSpector @Energy4Chris Residential or C&i? Very different players

#energytwitter who are the people most experienced in VPPs? If a company already has real aggregated demand across a number of markets, who can help prioritize the markets/utilities, operationalize, structure contracts, etc? @JigarShahDC @duncancampbell @JulianSpector @Energy4Chris

As in “developed world targets by no means a given, might be later than 2050, but beginning to be more roughly believable” twitter.com/curious_founde…

Many I’ve talked to in last 2 weeks believe developed economies will cut carbon *eventually* from transportation, power generation & likely the built environment. But what of ag, Scope 3, cross border flows & most importantly financing the same transitions in the developed world?

I'm having a generative ai meets climate startup event at my home in Boston. Who are the who's who on this topic that should be there?

@bhalligan I have a couple climate investments that are in early days of using generative AI; the set of obvious use cases is not huge, but I’m local and would be good to catch up.

Can anyone tell me another domain in the world where people buy something on the basis of counterfactual claims (other than maybe protection rackets or bribery)? wsj.com/articles/renew…

@bataille_chris Oof. I have a hard time believing we will get to 60% emissions reductions (or even 50%) without governments imposing emissions limits. Which doesn’t make it more likely that they will impose limits. But the last miles will be the hardest, and we get there sooner than we imagine.

Small tweak: Some governments may choose to exercise their right over emissions, which brings Coase back in play. But, and this is a huge but, many jurisdictions will have a really hard time with this. Still thinking.

Reflecting: Real, tangible progress in climate policy is never going to come in an “ah-HA!” monument. It’s going to be a series of multi-jurisdictionally layered, grinding, compromise after compromise agreements (the Paris Agreement, 3+ rounds of EU-ETS tightening, the #IRA, etc)

Big.

@drvolts I feel a bit like this was the Somme, not 11:11 on 11/11. Perhaps a tortured metaphor, but we are mid-way on a long bit of trench warfare. I’m all for celebrating, just not for calling this victory.

@OldSchoolBoston @ChristianArcand Umm, had no idea. Bring that back, please. bostonmagazine.com/news/2016/12/0…

The Merry-Go-Round Lounge at the Copley Plaza. @ChristianArcand

@jasonclimateguy Strong support. Clear taxonomy (aka “language”) begets better choices. Making good policy is hard enough. Building earth-changing tech is hard enough. Let’s not make it harder.

Modest proposal: Carbon Management = Carbon Capture + Carbon Removal Carbon Capture = Point Source CCS Carbon Removal = Removing CO2 from ambient air, eg. DAC, other approaches These terms are often used interchangeably when there are very important differences.

@NatBullard @JohnWalravenGA Though I'm sure there will be a wealth effect of cheaper car travel - we'll likely consume more of it. Many folks I know with EVs believe they drive more now than they did with ICE cars. That may or may not be at odds with fact that most early-adopters were low-mileage drivers.

@JohnWalravenGA So, the gasoline product supplied through July runs through July, while trailing 12 month US vehicle miles traveled series runs only through May, but US drivers are at 99.7% of the all-time peak in miles driven (Feb 2020). Worth watching T12M VMT through July 2022.

@JosephMajkut @TomMoyerUT Ah, but on road trips where you stop for 25 minutes to recharge after 3 hours of driving, you can get a lot of premeditated Slim Jims.

@TomMoyerUT No spontaneous slim Jim though

I don’t think I’ve expressed enough enthusiasm yet for how $/%*! cool it is to never have to go to a gas station. The car is always ready. Even on road trips it’s only after hours of driving that we might have to stop & charge. The whole gas car thing of starting on E is gone.

@MadisonECondon That's why effectiveness of carbon scarcity is what matters, not the efficiency of carbon scarcity. This is perhaps a larger point re: economists (disclosure: I trained as one) getting confused by which matters because their tools are about efficiency. carbonware.substack.com/p/the-carbon-t…

Things can be both necessary and insufficient. As with the inflation reduction act’s climate provisions. Celebrate, recognize where not enough, work just as hard to close gaps. Momentum builds.

@TomMoyerUT @energysmartwv carbonware.substack.com/p/thought-harn…

US gasoline consumption. Consumers respond to price signals. eia.gov/todayinenergy/…