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Post related to pod: 2024 saw major divergence in clean energy stocks: Traditional cleantech (solar, wind, batteries) fell 25-35% while cleantech-adjacent industries like power equipment and HVAC showed strength, particularly in data center infrastructure. www.shanumathew.com/2024-cleante...

submitted 45 days ago • 2 comments

I'm all the above energy and pro-nukes + normal caveats. Nuke bros - keep the same energy when we see headlines & stories like this. -EDF Must Not Rush Into New Nuclear Projects, Auditor Says - Cost of Sizewell C nuclear project expected to reach close to £40bn

submitted 48 days ago • 2 comments

A fire-resistant home in LA survived devastating wildfires due to strategic design: minimal vegetation, concrete walls, simple roof lines, and fire-rated materials. This highlights how architectural choices could help protect homes as climate change intensifies wildfire risks.

submitted 48 days ago • 0 comments

A fire-resistant home in LA survived devastating wildfires due to strategic design: minimal vegetation, concrete walls, simple roof lines, and fire-rated materials. This highlights how architectural choices could help protect homes as climate change intensifies wildfire risks.

submitted 48 days ago • 0 comments

AI boom is fueling massive datacenter and power infrastructure buildout, but critical mismatch exists: compute adapts in months while power takes years to deploy. Lag is potentially causing overordering of power capacity, mirroring past boom-bust cycles but w/ long lead times.

submitted 48 days ago • 0 comments

Biden's order fast-tracks AI infrastructure by letting companies build data centers on federal land and streamlines power grid connections. Key shift: federal sites can help speed up permitting and interconnection for both data centers and clean power facilities.

submitted 48 days ago • 0 comments

Has anyone confirmed these $ or do they just assume a market price * the tons announced? "Microsoft, Google and others have recently invested close to $300 million in startups that believe they can realize that goal and develop carbon credits in the process."

submitted 48 days ago • 0 comments

"American household electricity consumption grew at an accelerated clip over the past five years amid hotter and longer summers, data going back to the late 1990s from the US Energy Information Administration show"

submitted 49 days ago • 0 comments

Fortress announces funds managed by affiliates have acquired assets of APR Energy, comprising 30 mobile gas-powered turbines with a combined energy generation capacity of 850 megawatts. The turbines are immediately available for deployment [for datacenters]

submitted 49 days ago • 0 comments

The US plans massive gas power expansion: Enverus forecasts 80 new plants by 2030 (+46GW, 20% more than last 5 years). Wood Mackenzie and S&P project it can get even faster growth at 35-66% increase over 5 years, driven by AI computing demands and need for reliable power.

submitted 49 days ago • 1 comment

Excited to share that I got the opportunity to make an appearance on one of my favorite energy transition podcasts, 🎙Redefining Energy hosted by Laurent Segalen and Gerard Reid! We discussed market performance and outlooks for Cleantech and 'Cleantech-adjacent' equities. Listen below!

submitted 49 days ago • 1 comment

CEG +25% on the day (reminder was +111% pre-announce). Market telling you it likes purchase price. Believes in load growth. Likes angle of nuclear + gas & sees growth in TX and CA. Calpine operates 79 facilities totaling 27.7 GW, mainly in TX, PJM, & CA; mainly natural gas.

submitted 52 days ago • 1 comment

Moar Power deals (maybe): Virginia Transformer is exploring a sale that could value them at $6 billion+, amid soaring demand. "Hitachi Energy, the world’s largest producer of transformers, in November warned that the industry is overwhelmed and unable to meet exploding demand"

submitted 52 days ago • 0 comments

The pushback against using climate change as a universal scapegoat is HEALTHY SOCIETAL DISCOURSE. Rather than an excuse for inaction, climate risks should catalyze immediate, concrete steps to strengthen infrastructure and build community resilience IN ADVANCE OF DISASTER.

submitted 52 days ago • 1 comment

Power M&A is so back: AEP agreed to sell a minority stake in its transmission business to KKR & Co. and Canada’s PSP Investments for $2.8 billion. Acquire a ~20% interest in AEP’s Ohio, Indiana and Michigan transmission companies. Investing in tx as electricity use set to surge.

submitted 52 days ago • 0 comments

Constellation buying Calpine for $16.4B in stock/cash + $12.7B debt (8x '26 EBITDA). Combined co. will have ~60GW capacity across nuclear, gas, renewables spanning US coast-to-coast. Major presence in TX, CA, NY, PA. Creates leading retail energy provider serving 2.5M customers.

submitted 52 days ago • 1 comment

Good summary from Claude after feeding a few articles, will share a helpful NYT one in the replies to this. It's a doom loop. "The fundamental challenge is pricing climate risk accurately while keeping insurance accessible"

submitted 53 days ago • 1 comment

The preliminary estimate of financial impacts from the LA fires rank the incident among the costliest ever natural disasters in US, and likely nation’s most expensive ever wildfire.

submitted 53 days ago • 1 comment

Pros: Merging at 9x EBITDA creates one of largest U.S. IPP company with $400M+ savings and solid growth, below current IPP valuations. Cons: Losing nuclear focus and adding debt raises concerns, while PE selling could signal peak valuations and trigger wider consolidation.

submitted 53 days ago • 1 comment

Constellation in talks to buy Calpine in a deal close to $30 billion. Calpine is a privately held independent power producer w/ 77 generation facilities across 22 states and Canada. Adds fuel diversity with experience in gas, geothermal and renewables to CEG's nuke fleet.

submitted 53 days ago • 0 comments

Winds have always sparked CA fires, but climate change has created pattern: wet springs grow more vegetation that becomes kindling during dry summers. When winter winds hit parched landscape packed w/ homes traditional ways of managing risk via insurance collapse.

submitted 53 days ago • 1 comment

Remember when NVIDIA was a gaming company? How quickly fortunes can change - right time, right place.

submitted 54 days ago • 0 comments

Damac Group CEO Hussain Sajwani announced a planned $20+ billion investment to build data centers across 8 US states: Texas, Arizona, Oklahoma, Louisiana, Ohio, Illinois, Michigan, and Indiana. The announcement was made alongside President-elect Trump at Mar-a-Lago in Florida.

submitted 55 days ago • 1 comment

McKinsey forecasts data center demand growth: 31GW (+6GW) in 2025, 9GW in 2026, 11GW in 2027-28, and 9-13GW annually in 2029-30. Major acceleration expected late 2027, raising questions about timing of forward curve pricing impacts.

submitted 55 days ago • 0 comments

McKinsey: Companies are expanding their environment/nature-related targets to beyond carbon and the proportion of companies focusing on multiple dimensions of targets is increasing. Biodiversity saw the largest percentage increase.

submitted 55 days ago • 0 comments

EIA provides net capacity additions (or in some fuel sources, net subtractions) over time as well as forward capacity installation projections and the additional capacity figure continues to tick up materially. Net additions of Nat Gas towards back half of decade picking up.

submitted 55 days ago • 0 comments

What a visual: CA interconnection applications accepted per month

submitted 56 days ago • 1 comment

[Virginia's] state’s energy demand was flat 2006-2020 b/c, even though population increased, offset by energy efficiency. However, independent forecast shows that unconstrained demand for power in VA would 2x w/in next 10yrs, w/ data center industry being main driver.

submitted 56 days ago • 1 comment

Great piece w/ 2 big ideas 1) Cloud providers need cost-efficient models while AI labs chase performance at any price 2) As compute gets cheaper, we're approaching an inflection point: when does AI reasoning power per dollar overtake knowledge worker salaries?

submitted 56 days ago • 0 comments

"US-built infrastructure and lots of it... it is wild how difficult it has become to build things in the US. Power plants, data centers, any of that kind of stuff. I understand how bureaucratic cruft builds up, but it’s not helpful to the country in general... And the US really needs to lead AI."

submitted 56 days ago • 0 comments

"One of my learnings, looking back, is everybody says they’re not going to screw up the relative ranking of important versus urgent, and everybody gets tricked by urgent." Love the Eisenhower matrix.

submitted 56 days ago • 0 comments

"Electric vehicles are expected to outsell cars with internal combustion engines in China for the first time next year, in a historic inflection point that puts the world’s biggest car market years ahead of western rivals."

submitted 56 days ago • 0 comments