#GregorMacdonald: “The #IEAElectricityReport confirms no progress will be made in the #decarbonization of #GlobalPower, as total growth will consume 100% of renewables growth .. Thus, leaving the fossil fuel underlayer safe and intact. 🔌💡
#AdditiveModel > #TransformativeModel.”
#AdditiveModel > #TransformativeModel.”
The IEA Electricity Report confirms no progress will be made in the decarbonization of global power, as total growth will consume 100% of renewables growth in the four years from 2024 through 2027. Thus, leaving the fossil fuel underlayer safe and intact. 🔌💡
Additive model > Transformative model.
Additive model > Transformative model.
February 18, 2025 at 11:29 AM
#GregorMacdonald: “The #IEAElectricityReport confirms no progress will be made in the #decarbonization of #GlobalPower, as total growth will consume 100% of renewables growth .. Thus, leaving the fossil fuel underlayer safe and intact. 🔌💡
#AdditiveModel > #TransformativeModel.”
#AdditiveModel > #TransformativeModel.”
Hopefully, we can use these trends to turn the wheel of creative destruction faster, harder. Thanks again to @rethink_x, BNEF, @GregorMacdonald & others from whom I've taken these to make my potted tour of 2021 thus far (apologies if I've misunderstood/represented anything) 20/21
November 14, 2024 at 4:33 AM
Hopefully, we can use these trends to turn the wheel of creative destruction faster, harder. Thanks again to @rethink_x, BNEF, @GregorMacdonald & others from whom I've taken these to make my potted tour of 2021 thus far (apologies if I've misunderstood/represented anything) 20/21
#GregorMacDonald: “Last week's IEA #Electricity2025Report confirms we are squarely on pace to conform to the #AdditiveModel of #EnergyTransition, in which clean energy forms a new layer on top of fossil fuels. Can the trajectory change? OfC.. would require something close to radical action. 🔌💡”
Last week's IEA Electricity 2025 report confirms we are squarely on pace to conform to the Additive model of energy transition, in which clean energy forms a new layer on top of fossil fuels. Can the trajectory change? Of course. But that would require something close to radical action. 🔌💡
February 18, 2025 at 11:24 AM
#GregorMacDonald: “Last week's IEA #Electricity2025Report confirms we are squarely on pace to conform to the #AdditiveModel of #EnergyTransition, in which clean energy forms a new layer on top of fossil fuels. Can the trajectory change? OfC.. would require something close to radical action. 🔌💡”
"A $3,500 #ebike is going to allow many families to think about going from two cars to one car," @GregorMacdonald.
https://www.cbc.ca/news/technology/what-on-earth-newsletter-e-bikes-electric-transport-1.5421135
https://www.cbc.ca/news/technology/what-on-earth-newsletter-e-bikes-electric-transport-1.5421135
November 30, 2024 at 1:15 PM
"A $3,500 #ebike is going to allow many families to think about going from two cars to one car," @GregorMacdonald.
https://www.cbc.ca/news/technology/what-on-earth-newsletter-e-bikes-electric-transport-1.5421135
https://www.cbc.ca/news/technology/what-on-earth-newsletter-e-bikes-electric-transport-1.5421135
If you haven't read it yet, go check out the @GregorMacdonald tweetstorm last night on age of tight oil wells. h/t @Jesse_Livermore
December 14, 2024 at 5:36 AM
If you haven't read it yet, go check out the @GregorMacdonald tweetstorm last night on age of tight oil wells. h/t @Jesse_Livermore
Incremental power generation in the US comes from solar/wind. All others declining. Really incredible. https://x.com/gregormacdonald/status/667921673505517570
x.com
x.com
December 10, 2024 at 3:18 PM
Incremental power generation in the US comes from solar/wind. All others declining. Really incredible. https://x.com/gregormacdonald/status/667921673505517570
“Gas is just a bridge fuel they said. 🔌💡”
• #GregorMacdonald
• #GregorMacdonald
February 18, 2025 at 11:38 AM
“Gas is just a bridge fuel they said. 🔌💡”
• #GregorMacdonald
• #GregorMacdonald
#GregorMacdonald: “Love the solid logic in all those very well written resignation letters coming out of the #SDNY. .. being a paralegal back in the day, and a senior attorney explaining that as a lawyer you must always protect your own record, must always protect your future viability. Yes indeed.”
Love the solid logic in all those very well written resignation letters coming out of the SDNY. Reminds me of being a paralegal back in the day, and a senior attorney explaining that as a lawyer you must always protect your own record, must always protect your future viability. Yes indeed.
February 18, 2025 at 11:31 AM
#GregorMacdonald: “Love the solid logic in all those very well written resignation letters coming out of the #SDNY. .. being a paralegal back in the day, and a senior attorney explaining that as a lawyer you must always protect your own record, must always protect your future viability. Yes indeed.”
Yes "@GregorMacdonald: The problem remains: how to get fast growth of wind & PV during slow economic growth, while restraining coal growth."
November 18, 2024 at 4:01 AM
Yes "@GregorMacdonald: The problem remains: how to get fast growth of wind & PV during slow economic growth, while restraining coal growth."
Good "@GregorMacdonald: OECD last 7 years: declining oil + coal consump'n. Increased NG use. Very high growth rates of Wind, Solar."
November 18, 2024 at 3:27 AM
Good "@GregorMacdonald: OECD last 7 years: declining oil + coal consump'n. Increased NG use. Very high growth rates of Wind, Solar."
But "@GregorMacdonald: Is US transport REALLY going to rail."?
November 18, 2024 at 3:27 AM
But "@GregorMacdonald: Is US transport REALLY going to rail."?
Wow "@GregorMacdonald: Global solar installed capacity grew 43.3% in 2012, to 100115 MW, per #BPStats. Give me your calls for 2013 growth."
November 17, 2024 at 11:10 AM
Wow "@GregorMacdonald: Global solar installed capacity grew 43.3% in 2012, to 100115 MW, per #BPStats. Give me your calls for 2013 growth."
Wow. That is a cool graph "@GregorMacdonald: Nuclear down to providing 2477 TWh in '12 (11% of global power supply): <a href="http://wp.me/a3nQmD-3V"" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">http://wp.me/a3nQmD-3V"
November 17, 2024 at 10:49 AM
Wow. That is a cool graph "@GregorMacdonald: Nuclear down to providing 2477 TWh in '12 (11% of global power supply): <a href="http://wp.me/a3nQmD-3V"" class="hover:underline text-blue-600 dark:text-sky-400 no-card-link" target="_blank" rel="noopener" data-link="bsky">http://wp.me/a3nQmD-3V"
Broad enough to bet on C bubble? "@GregorMacdonald: some oil + coal will not be recoverable but thesis of the Carbon Bubble is too broad."
November 17, 2024 at 12:30 AM
Broad enough to bet on C bubble? "@GregorMacdonald: some oil + coal will not be recoverable but thesis of the Carbon Bubble is too broad."
Indeed "@GregorMacdonald: economics of fossil fuel extraction, plus ROI of solar, will hurt carbon assets long before any policy directive."
November 16, 2024 at 11:43 PM
Indeed "@GregorMacdonald: economics of fossil fuel extraction, plus ROI of solar, will hurt carbon assets long before any policy directive."
Has any other source ever done this? "@GregorMacdonald: The 10 Year CAGR of global solar consumption in TWh ticks up again: to 51.2%"
November 16, 2024 at 11:03 PM
Has any other source ever done this? "@GregorMacdonald: The 10 Year CAGR of global solar consumption in TWh ticks up again: to 51.2%"
x.com
x.com
November 14, 2024 at 12:31 PM
@GregorMacdonald what do you think of this? The second shale revolution https://www.ft.com/content/d918e0f8-5646-35ea-93dd-588e5c5b0e0d?desktop=true&hash=myft:notification:daily-email:content:headline:html&segmentId=7c8f09b9-9b61-4fbb-9430-9208a9e233c8 via @FT
The second shale revolution
www.ft.com
November 14, 2024 at 11:20 AM
@GregorMacdonald what do you think of this? The second shale revolution https://www.ft.com/content/d918e0f8-5646-35ea-93dd-588e5c5b0e0d?desktop=true&hash=myft:notification:daily-email:content:headline:html&segmentId=7c8f09b9-9b61-4fbb-9430-9208a9e233c8 via @FT
"So-called new energy vehicles rose 55% in September from a year earlier" @GregorMacdonald @StephenMcDonell That's The real story! Uncover Your Eyes. There's No China Car Crash https://www.bloomberg.com/view/articles/2018-10-14/china-s-car-market-is-maturing-not-crashing
Bloomberg - Are you a robot?
www.bloomberg.com
November 14, 2024 at 5:28 AM
"So-called new energy vehicles rose 55% in September from a year earlier" @GregorMacdonald @StephenMcDonell That's The real story! Uncover Your Eyes. There's No China Car Crash https://www.bloomberg.com/view/articles/2018-10-14/china-s-car-market-is-maturing-not-crashing
Interesting stuff. Is India next to peak ICE @GregorMacdonald @vishpalekar @anandmahindra ? https://www.drivespark.com/amphtml/four-wheelers/2019/electric-vehicles-india-sales-performance-027502.html?__twitter_impression=true
Attention Required! | Cloudflare
www.drivespark.com
November 14, 2024 at 5:12 AM
Interesting stuff. Is India next to peak ICE @GregorMacdonald @vishpalekar @anandmahindra ? https://www.drivespark.com/amphtml/four-wheelers/2019/electric-vehicles-india-sales-performance-027502.html?__twitter_impression=true
I just subscribed to The Gregor Letter. Anyone that wants to know the numbers on the energy transition should too. Shine on @GregorMacdonald https://gregor.substack.com/?utm_medium=web&utm_campaign=pss
Cold Eye Earth | Gregor Macdonald | Substack
tracking the progress of energy transition. Click to read...
gregor.substack.com
November 14, 2024 at 5:12 AM
I just subscribed to The Gregor Letter. Anyone that wants to know the numbers on the energy transition should too. Shine on @GregorMacdonald https://gregor.substack.com/?utm_medium=web&utm_campaign=pss
I'm embarrassed to say I'm excitedly looking forward to the next letter from @GregorMacdonald tomorrow. And when is #OilFal out? Over keen readers want to know...
November 13, 2024 at 10:53 PM
I'm embarrassed to say I'm excitedly looking forward to the next letter from @GregorMacdonald tomorrow. And when is #OilFal out? Over keen readers want to know...
This is pretty amazing even to me a bull on EVs: In 2020, zero-emission vehicles became the single largest export from the largest economic engine in the Unites States: California. Did you see that @GregorMacdonald? Source...
November 13, 2024 at 9:51 PM
This is pretty amazing even to me a bull on EVs: In 2020, zero-emission vehicles became the single largest export from the largest economic engine in the Unites States: California. Did you see that @GregorMacdonald? Source...