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Closing up Heat Rising
This is the last edition of Heat Rising. I’ve enjoyed writing this newsletter, but I’m taking on a new position soon that conflicts with journalism. More on that in a minute, but first, why did I choose to leave Heat Rising behind? The most important reason is that
Are electric vehicle sales topping out?
Sales of Battery Electric Vehicles have been so consistently up and to the right over the last few years, that climate boosters – and even car makers – have begun to take for granted the idea that everyone will soon be driving EVs. Incredibly, about 11% of all new car registrations around
The choice between cheap green tech or local green tech
A few weeks ago I posited the idea that as China “exports deflation” with super cheap EVs and solar panels, the US will need to choose between building out its green energy base faster with cheap Chinese goods, or protecting its nascent green tech industry with tariffs. Now, we’re
Are markets shifting against oil companies?
Within days of each other, we were offered two different views of the energy world. In Houston, fossil fuel company leaders gathered earlier this week at the energy conference CERAWorld. There, Amin Nasser, president and CEO of Saudi Aramco, declared, “We should abandon the fantasy of phasing out oil and