Weekly Wrap 6.6.2024: Project Innerspace’s Geothermal Maps are out. Project Innerspace is a project to map all the potential for geothermal resources in the United States. As you can see if you play around with it there is some interesting potential not just in the US West but also Texas, West Virginia and even around the coast. The appeal of geothermal is that it can
June 6, 2024, 3:42 a.m.
Weekly Update - May 11th 2024: A few things of interest this week. An ominous video from The Economist of what current baseline levels of climate change will lead to. The current heat wave in Southeast and South Asia has been brutal and has led to fatalities in Thailand. These types of videos may seem alarmist but are necessary so that people understand what is at stake without having to navigate climate model APIs and read the scientific literature.
May 11, 2024, 4 a.m.
Weekly Wrap: Openai / Sam Altman I have nothing to add here, but congrats to JP Morgan Research for this: Hot New Unobtainium Just Dropped With lithium, nickel, cobalt and other battery materials prices collapsing everyone is now concerned about phosphorus. The reason is clear enough: lithium iron phosphate batteries require it.
Nov. 21, 2023, 4:37 a.m.
Chinese Hydropower - Large and Underappreciated: This piece is long so here are the key takeaways up front: China’s hydropower installed base the largest in the world and is not just a substantial share of power generation in China, but globally. It is like most renewables somewhat variable and subject to the vagaries of weather and has been particularly so the last two years with very weak rainfall and low output. Hydro capacity utilization (utilization hours) can swing much more violently over
Nov. 6, 2023, 4:40 a.m.
4 Nov Weekly Wrap: China’s Growth Model and Protectionism Michael Pettis pointing out the challenges of China’s push into more manufacturing stimulus and a not dissimilar thread from Adam Wolfe who points out the issues with manufactured goods deflation meaning the “cost disease” implies China’s surplus cannot inflate indefinitely.
Nov. 4, 2023, 6:05 a.m.
Weekly Wrap: In an effort to post a little more consistently I will be providing some links and issues of interest that have not yet quite got to very long and quantitative ones. CHIP Wars Move to Analog and “Foundational Chips” Silverado has a report covered here in bloomberg
Oct. 27, 2023, 4:42 a.m.
