Rob Day
cleantechinv.bsky.social
Rob Day
@cleantechinv.bsky.social
Pragmatic solutions to big problems. Nothing here is investment advice, viewpoints are personal only, YMMV…
New De La Soul album is out, and I have a pitch deck to make, and it’s rainy.

Sometimes the universe plans ahead for us quite well.
November 22, 2025 at 3:52 PM
Reposted by Rob Day
This right here, this exact sentence, is THE problem in American political journalism.

The IRA *was* cheap energy and good jobs! That was the whole bill! Democrats did precisely what political pundits are telling them to do and the pundits just ignore it.
November 1, 2025 at 12:13 PM
Man flips a coin and gets “heads” eight times in a row, receives accolades for being a great coin flipper.
October 25, 2025 at 1:01 PM
Reposted by Rob Day
Just got a press release that a *Canadian premier* will keynote the U.S. offshore wind sector's biggest conference. If that's not a sign of the times, not sure what is. 🇨🇦🥴
October 20, 2025 at 2:06 PM
Reposted by Rob Day
Happy Columbo’s Day
October 13, 2025 at 11:29 AM
Because e-bikes are basically mopeds but people still ride them like bicycles. Just twice as fast yet still no helmet.
Across Europe, the electric-scooter backlash is in full swing.

But a new study found that the injury risk for e-scooters is actually 2.5 to 10 times lower than for e-bikes.
Europe is saying no to electric scooters. The data says not so fast.
E-scooters may have been prematurely maligned. A new study suggests they are safer than electric bikes.
www.washingtonpost.com
October 5, 2025 at 2:19 PM
My latest in @forbes.com about opportunities amidst the current chaos of the U.S. EV industry

www.forbes.com/sites/robday...
How Fundamental Investors Should Play The Looming “EV Market Collapse”
Negative headlines will dog the U.S. EV industry over the next few months. But price drops will bring new downstream growth opportunities.
www.forbes.com
October 2, 2025 at 5:12 AM
Jane Goodall will be missed. For her character as much as for her intelligence and accomplishments.
October 1, 2025 at 6:17 PM
Telephone poles trying to steal bollards’ jobs. Cc @worldbollardassoc.bsky.social
Steve tried his best to park that car!
October 1, 2025 at 12:16 PM
Reposted by Rob Day
Direct air capture (DAC) continues to be small, slow, and very expensive.

Not because it’s an early stage technology, but because it runs into fundamental thermodynamic challenges that money can’t solve.

This is exactly why it’s not recommended by Project Drawdown.

www.ft.com/content/fa4c...
Direct carbon capture falters as developers’ costs fail to budge
Some experts say the technology is crucial for climate change goals but scaling up is proving hard
www.ft.com
September 30, 2025 at 3:50 PM
Is that good?
The anthropogenic glacier collapse currently underway in the Alps has resulted in the disappearance of >1000 small glaciers! 😱🔥

Following the release of Swiss glacier loss numbers today, let me introduce you the now extinct Vadret da Triazza (Eastern Switzerland) ✝️

Via @matthias-huss.bsky.social
October 1, 2025 at 12:15 PM
Is that good?
September 29, 2025 at 7:47 PM
Reposted by Rob Day
This shouldn't need to be said, but coal is failing in the year 2025 because it is more expensive than alternative solutions. You can't polish this lump.
September 29, 2025 at 3:29 PM
Reposted by Rob Day
The spent grease that restaurants unload as waste has become a valuable commodity.

If you’ve been on a plane lately, there’s a chance that used cooking oil has helped launch you into the sky.
The used oil from your french fry order may be fueling your next flight
We followed the trail of grease from the kitchens of Le Diplomat and other D.C. restaurants to the commercial planes using alternative fuels.
www.washingtonpost.com
September 29, 2025 at 5:30 PM
Reposted by Rob Day
“Year after year, land and environmental defenders—those protecting our forests, rivers, and lands across the world—continue to be met with unspeakable violence.”

146 environmental and land defenders were murdered or disappeared in 2024
The political killings you don’t hear about
Across the globe, standing up for the planet can be a death sentence—and the perpetrators are almost never held accountable.
heated.world
September 29, 2025 at 10:48 AM
Reposted by Rob Day
Methane from US oil and gas infrastructure causes more climate change than the entire US buildings and agriculture sectors. It has surged since ~2007 when the fracking boom began. Nations who are considering importing US natural gas should think carefully about its underestimated climate impacts.
New paper. I wish this wasn't the case, but most progress on reducing US greenhouse gas emissions is likely spurious. Why? EPA underestimates methane emissions from oil and gas. Relevant today as Repubs vote to gut IRA's methane monitoring/mitigation program. 🧵

authors.elsevier.com/a/1lL4K_6se4...
September 28, 2025 at 11:50 AM
The NFL is leaving it up to all home teams whether to do a moment of silence for Charlie Kirk. Which is clearly a very weak stance either way.

They should make it a mandatory moment of reflection not just about this murder, but about the rise of political violence and violent rhetoric in general.
September 14, 2025 at 1:42 PM
Is that good?
Last month observed temperature departures more than 5°C above the 1981-2010 average across nearly the entire Kara Sea region and across parts of northern Siberia.

Data from doi.org/10.24381/cds...
September 13, 2025 at 1:33 PM
Reposted by Rob Day
Can confirm the farewell happy hours are frequent
September 10, 2025 at 2:05 AM
Reposted by Rob Day
This is a big deal, too: a new study shows that Europeans are more willing to consider Chinese cars over American ones.

insideevs.com/news/771750/...
Europeans Would Rather Buy Chinese Cars Than American Ones: Study
Europeans are souring on American companies just as they warm up to Chinese brands, a new study from Escalent found.
insideevs.com
September 9, 2025 at 10:43 PM
EVs are next.
China’s role in global solar manufacturing cannot be overstated:

Factories in China produced 588GW of solar cells last year, surpassing domestic demand of 277GW and overseas demand of 174GW.
September 6, 2025 at 2:11 PM
Is that good?
The Department of Energy hired five academics to raise doubts about climate change. 85+ climate experts (organized by @andrewdessler.com) reviewed their report. Our conclusion, detailed in 450 pages of analysis: it is biased, full of errors, and not fit to inform policy making.
DOEresponseSite
On July 29, 2025, the Department of Energy (DOE) published a report from its Climate Working Group (CWG). This report features prominently in the EPA's reconsideration of its 2009 Endangerment Finding...
sites.google.com
September 2, 2025 at 4:52 PM
Is that good?
US factory construction continues steadily declining as CHIPS & IRA projects either complete or cancel—in official data released today, overall US manufacturing construction activity is down 7% compared to last year & electronics/electrical manufacturing construction is down 14%
September 2, 2025 at 4:41 PM
Excited that at 2pm tomorrow we finally learn if the dress was blue or yellow.
September 2, 2025 at 3:30 AM