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reedeisenhart.bsky.social
Scientist + business development. Energy and the Energy Transition - solar, batteries, semiconductors, biofuels, O&G, refining, mining. Attempting to keep political stuff to a minimum. Love to repost awesome charts.
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Telecom giant and electric vehicle newcomer Huawei put its latest tech to good use in an open-pit mine.

#scam I paid @Climeworks £1,650 to remove 2 tons of CO2 from the atmosphere. Was I a gullible idiot? Yes. Icelandic newspaper @heimildinhas shown that they not only haven’t captured my 2 tons, they don’t even capture their own emissions heimildin.is/FGY3 via @heimildin

GM announces plans to shift to US manufactured lithium manganese rich (LMR) battery chemistry by 2028, slashing EV costs by ~$6,000, while delivering 400-mile range vehicles. That will yield price and range parity w/ FF cars. #FossilFuelsAreStrandedAssets 🧪🔌💡☀️💨🔋 www.forbes.com/sites/alanoh...

NEW: A UK firm intends to start making this new form of "thin" triple glazing with a 0.5mm centre pane of super strong glass developed by Corning. It could let people to swap out their double glazing for triple glazing - without changing their window frames. www.thereengineer.pro/p/can-this-t...

Just like the famous tip drugs posters from the Njardarson Lab, Tejas has put together a Top 150 newly disclosed crop Health API poster. Have a look at all the cool structures and functional groups (link in alt text)

Winter is worse than I'd guessed. Eyeballing it I'd say only about 1/5th. Europe playing on hard mode, much easier in US.

First California solar record of the year, and it’s a pretty big jump from the prior year, suggesting a lot of new solar hitting the ground.

aside: a stunning comment from David Baker, UW professor who won the Nobel Prize in 2024. Now 15 lab members are looking for positions overseas. “There’s so many amazing people who want to come in, & we can’t take them. The Nobel Prize was just a little blip. But things have gotten quite bleak.”

amazing lol

Good morning with good news: Solar generated 20% or more of the electricity in 4 US states in 2024. Six generated 15% or more. Ten generated 10% or more. CA 32% NV 31% MA 26% HI 21% VT 17% UT 17% ME 14% AZ 13% NM 13% CO 11% FL, NC, TX approach 10% club! ember-energy.org/data/us-elec... #energysky

Via @michael-thomas.bsky.social - the 2-year upward trend in manufacturing construction spending in the U.S. has reversed and is starting to decline.

a history of american imports from china

This is your primer for a shutdown of trade between the world’s two biggest economies: 🧵 www.bloomberg.com/opinion/arti...

NEW | Fossil fuels fall below 50% of US electricity for the first month on record 🇺🇸 Among all the turmoil, some positive news from the latest @ember-energy.org data for March 2025: 🏆↘️ The share of fossil fuels fell to a record low of 49.2% 🏆↗️ Wind and solar power hit a new record high of 24.4%

Great feature on Oscar Lewnowski and his approach toward critical minerals project investment in the current market. His Orion Resource Partners recently invested $250M in Lithium Americas’ Thacker Pass, the final equity required to build the mine. 🔌☠️ www.bloomberg.com/news/article...

"The trend was particularly pronounced among early-career researchers. Of the 690 postgraduate researchers who responded, 548 were considering leaving" the United States. “'Anywhere that supports science,'” wrote one respondent." www.nature.com/articles/d41...

“A recent paper published by the Federal Reserve Bank of Dallas found that government investments in research and development accounted for at least a fifth of U.S. productivity growth since World War II.” www.nytimes.com/2025/03/31/b...

41% of external molecules licensed by large pharma so far in '25 are coming from China said Stifel's Tim Opler on Fri's Biotech Hangout. This is up from 31% in '24. It was 0% in '19. Data from DealForma/CEO Chris D. The # of upfront $ for China biotech licensing deals increased too he said #biosky

* CHINESE STATE MEDIA: CHINA, JAPAN, SOUTH KOREA REACH A CONSENSUS THAT THREE SIDES WILL JOINTLY RESPOND TO THE U.S. TARIFFS @reuters.com

U.S. battery capacity increased 66% in 2024, passing pumped hydropower in total storage capacity in the US. 🔋🔌💡 www.eia.gov/todayinenerg...

Stuff like this is perfect because it shows how utterly devoid of creativity genAI evangelists are. Great you recreated a photo that already exists in a drawing style that only has currency because of who you're stealing it from giving the world something with absolutely no value or meaning.

Jason Kint called it. Looks like Meta management were absolutely mendacious thieves at immense scale. www.theatlantic.com/technology/a...

It's time to call it. AI is built on a house of cards of intellectual property violations starting with Facebook which is starting to look a lot like a crime scene as held back discovery documents begin to be compelled and unsealed in court. /1

yeah I mean look, the whole mechanism of art (visual, music, writing, whatever) is that it is emotions made tangible in some way without the emotions you are literally left with... nothing. a repackaging of what humans have expressed in other art. it has no value. why would anyone want it

The New York Times is the first to put out comprehensive estimates on the cost of a year without U.S.A.I.D. and they’re higher than I thought: - 1.65 million deaths from AIDS - 500,000 from lack of vaccines - 550,000 from lack of food aid - 290,000 from malaria - 310,000 from TB

For decades, the junk food industry has deliberately engineered foods to be addictive. GLP-1 drugs have helped people break free from this cycle. The industry is now searching for ways to undo the effects of these meds, aiming to design foods that remain addictive for those on GLP1. buff.ly/40QHDnk

Killing off our research facilities and talent pipelines is perhaps the biggest, dumbest self-own in American history.

One of these things is not like the other.

The white line is US stocks year-to-date. The blue line is global stocks ex-US

"Microsoft, which arguably has more data than anybody else about the health of the generative AI industry and its potential for growth, has decided that it needs to dramatically slow down its [data center] expansion."

TSMC to announce a $100bn investment in the US, focused on leading edge facilities. Would add to the $65bn already put in place across 3 AZ facilities including a 4nm fab that has reportedly seen yields higher than those achieved in equivalent Taiwan-based fabs the company operates.

The US generated more power from wind and solar in 2024, than from coal. (data: EIA Electricity Data Browser)

Tried to go to costco in Charlotte and couldn't find a parking spot. Total mad house

Uh oh, gas-fired power plants are getting quite expensive! Just under $1.5 billion for ~750 MW...

NEW: Trading firms ride prop, market-making to new heights Trading firms made $27bn in revenue from market-making activities comparable to those at large investment banks in 2024, says Coalition Greenwich A 🧵on what this tells us about the rise of Jane Street & co www.ifre.com/story/513383...

(Bloomberg) - Microsoft Corp. has begun canceling leases for a substantial amount of datacenter capacity in the US, a move that may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen said in a report. www.bloomberg.com/news/article...