Getting climate, energy & environment news right.

The SEC’s climate disclosure rule will be very expensive and produce minimal benefits
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The SEC’s climate disclosure rule will be very expensive and produce minimal benefits

"We can all agree that if the climate changes, then most businesses will suffer consequences. But to ask each firm to assess the material impact of climate risks on its 'business strategy, operations, and financial conditions' would require firms to become experts in how and when such risks will manifest. This is beyond the scope of firms to assess and beyond the scope of the SEC to require."

Arizona just added its biggest grid battery yet, with another coming soon
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Arizona just added its biggest grid battery yet, with another coming soon

"Data centers and AI computing have triggered a historic increase in near-term electricity demand, catching utilities and grid planners by surprise across the country. Some utilities are looking to increase their investment in gas turbines to keep pace with demand, but that approach locks in new carbon emissions for years, if not decades. Google’s Arizona strategy models a different path: bringing dispatchable clean energy online in the places where it’s building the data centers."

Amid all the climate gloom, let’s not ignore the good news
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Amid all the climate gloom, let’s not ignore the good news

"Clean energy is also benefiting from a flurry of technological innovation. After concerns that supply bottlenecks for critical minerals such as lithium could hamper the production of EV batteries, the industry responded by quickly bringing to market new battery chemistries that will reduce their dependence on key minerals. And innovation is moving fast in other emerging low-emissions technologies such as electrolysers for producing hydrogen and new processes for making green steel."

Climate change is warming public opinion to nuclear power
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Climate change is warming public opinion to nuclear power

"So, today, some leaders of the anti-nuclear community are headed to the exits, while a new generation of pro-nuclear climate activists enters to take their place — although, admittedly, the shift is not universal. It is a change mirrored in Congress and among the public. In the face of the existential risk of climate change, there has been a significant reconsideration of nuclear energy and, I believe, it will lead to the widespread deployment of a new generation of advanced nuclear units. What a difference."

Google, Microsoft, and Nucor announce a new initiative to aggregate demand to scale the adoption of advanced clean electricity technologies
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Google, Microsoft, and Nucor announce a new initiative to aggregate demand to scale the adoption of advanced clean electricity technologies

"The companies will initially focus on proving out the demand aggregation and procurement model through advanced technology pilot projects in the United States. The companies will pilot a project delivery framework focused on three enabling levers for early commercial projects: signing offtake agreements for technologies that are still early on the cost curve, bringing a clear customer voice to policymakers and other stakeholders on broader long-term ecosystem improvements, and developing new enabling tariff structures in partnership with energy providers and utilities."

Grid technology could save billions but for a policy vacuum
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Grid technology could save billions but for a policy vacuum

"FERC’s proposed transmission planning rule requires regional plans to study Dynamic Line Ratings and Advanced Power Flow Control. This would be a leap forward for America’s grid, but FERC can’t stop there. Further, specific requirements will be needed, and incentive reform will drive utilities toward an optimized transmission grid. As more generation and storage plug in at the distribution level, we’ll also have to apply these tools on the lower voltage grid. This is another reason utilities must put GETs in their toolboxes today."

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