Climate Tech Finance

So what's the Chevron decision interaction with the new NRC? Does this mean that judges will now play a big role which reactors get licensed?

2023 can be summed up by the following: 😵‍💫😄😅🙃🤩 But in case emojis don't do it justice, we made a TL; DR of the top trends that influenced the #solar industry in 2023. We'd be remiss if we didn't include #VirtualPowerPlants! #AuroraSolar #VPPs bit.ly/46YywQW

@duncancampbell I'd push back on the distinction you made between DR and VPP. Load shift, ancillary services, etc are part of core demand response

The DOE just dropped some new 🔥 Its a 71 page report on what VPPs are and how we're going to make them happen. You have to check it out, but in the meantime, here's a teaser:

@duncancampbell Heard of a bunch while I was still in building energy research, eg solid state, but not sure anything worth diving into

Is there any deep tech stuff on HVAC that doesn't use the vapor-compression cycle?

@planetmoney that AI generated episode was awesome, you guys sounded like haters at the end lol I get it, it's your jobs, but the irony of the AI being more self aware is 🤌

Really cool play to get around the interconnection queue issue.. I'm not sure how this works at scale, connecting right into distribution does circumvent getting stuck with those big ticket transmission upgrades, but substations aren't cheap and will add up

@cmchase_ Apparently it just ended there was a kid in the vehicle

Any ideas why traffic is stopped in both directions on I80 at Central in El Cerrito? Been here for 30-40 mins already.

@TornikeLaghidze 😬😬😬

$ZEV Lightning eMotors actual revenue vs SPAC investor deck estimates: 2021: $21M actual vs $63M deck est. 2022: $24.4M actual vs $354M deck est. 2023 Guidance: $35M to $50M vs $640M deck est.

Hey siri, where is FDU?

Expect cpi to fall month over month tomorrow, below expectations. Leveraged long and some weeklies.

@ciscodv @RockyMtnInst @GM @googlenest @SunPower Love this! Fair to say Ford and GM for EV resources, Nest and ohm connect for DR aggregations, span for panels, sunpower and sunrun for solar and a bit of BESS, and olivine, virtual peaker, and switchdon for the plumbing? No Tesla? Autogrid? Lots of players out there

As part of our mission to reduce peak power demand and improve grid resilience, we’ve joined @RockyMtnInst’s Virtual Power Plant Partnership with leading companies, including @GM, @GoogleNest and @SunPower. Check out all the details of the VP3 opportunity: Vp3.io

@TKavulla @ERCOT_ISO I feel like this understates it tbh, more like if that bartender rufid you the night before, it's not like the grid or ratepayers were complicit

Spiciest @ERCOT_ISO Stakeholder Comment of the Week: "Cryptomines offering Demand Response (DR) or Ancillary Services (AS) is equivalent to a bartender selling an overpriced Bloody Mary after overserving the night before"

@midwestern_ope Worse out west, a yes without a follow-up is often a no

In the Midwest “I’ll let you know” means we’re not coming

@shaylekann The membranes part covers a whole host of things. Also MOFs are kinda hot now bc dac but I think it's overblown. The experts in the field long ago looked at the science and went the other way

Multi-function technologies/materials that have been around for years and never quite found a scalable market...but where interesting new applications in climate tech are emerging: 1) Metal organic frameworks (MOFs) 2) Graphene 3) Some more specialized membranes ...what else?

@TornikeLaghidze In nominal dollars, but in real/2016 dollars you now have ~820

If you invested $1000 in $META ($FB) on this day 6 years ago, you'd have $1000 now 🤯

@NatBullard Also demand response! Even bigger than batteries today.

An extraordinary day, in the most literal (and not really good) sense in the California power grid. What's different this year, as the grid approaches all-time high demand: batteries. Labor Day battery energy supplied in California, 2018-2022

@ProfitGreenly Nice thread 😃. I'm sure you know this but opening the door to a conditioned space probably costs you more than leaving the door closed if you're conditioning the space in that "direction" jacket losses are tiny in that range and you'd spend more to heat the closet than you save

Just got another deposit bonus from $sofi @SoFi with this plus 2% interest in money accounts I have no idea why people still use old banking products. Sludge is real but @anthonynoto and team doing a great job, great future staff

I'm not sure if this is it but we will probably need new turbine designs for new wind resources, like offshore newatlas.com/energy/coaxial…