Daniel Rau
@drauwsy.bsky.social
Building a venture in the critical minerals extraction space.
Chemical Engineer | Mining, metals, chemicals - especially lithium.
Crescere Aude | Forward be the watchword
@drauwsy on twitter
Chemical Engineer | Mining, metals, chemicals - especially lithium.
Crescere Aude | Forward be the watchword
@drauwsy on twitter
Would highly recommend listening to the brilliant Arjun Murthi who provides a mostly apolitical view on the energy transition.
Presidency has no R2 with the performance of specific components of the energy sector.
open.spotify.com/episode/7H1F...
Presidency has no R2 with the performance of specific components of the energy sector.
open.spotify.com/episode/7H1F...
Super-Spiked Videopods (EP54): Election Takeaways for the Energy Sector
open.spotify.com
November 25, 2024 at 12:25 AM
Would highly recommend listening to the brilliant Arjun Murthi who provides a mostly apolitical view on the energy transition.
Presidency has no R2 with the performance of specific components of the energy sector.
open.spotify.com/episode/7H1F...
Presidency has no R2 with the performance of specific components of the energy sector.
open.spotify.com/episode/7H1F...
New perovskite-OG panels are creeping to > 30% photo electric efficiency = continued decline in $/kW.
The only thing hurting the US solar industry is the blocking of these imports.
Biden hiked tariffs from 25% to 50% in 2024, btw.
The only thing hurting the US solar industry is the blocking of these imports.
Biden hiked tariffs from 25% to 50% in 2024, btw.
November 25, 2024 at 12:22 AM
New perovskite-OG panels are creeping to > 30% photo electric efficiency = continued decline in $/kW.
The only thing hurting the US solar industry is the blocking of these imports.
Biden hiked tariffs from 25% to 50% in 2024, btw.
The only thing hurting the US solar industry is the blocking of these imports.
Biden hiked tariffs from 25% to 50% in 2024, btw.
At the project level $/kW is what drives project economics (ROI). The decrease in PV costs is overwhelmingly driven by Chinese industrial preds since in manufacturing and commercializing new PV materials, i.e insulated from whomever is the POTUS.
November 25, 2024 at 12:22 AM
At the project level $/kW is what drives project economics (ROI). The decrease in PV costs is overwhelmingly driven by Chinese industrial preds since in manufacturing and commercializing new PV materials, i.e insulated from whomever is the POTUS.
The US represents less than 15% of global solar installation btw. Primarily in west Texas where there is high solar irradiance and longer days near the equator.
DJT has no intention of ruining this fun.
DJT has no intention of ruining this fun.
November 25, 2024 at 12:22 AM
The US represents less than 15% of global solar installation btw. Primarily in west Texas where there is high solar irradiance and longer days near the equator.
DJT has no intention of ruining this fun.
DJT has no intention of ruining this fun.
IMO removing IRA ITCs and PTCs would be a good thing. Debt-equity swapping is rent seeking behavior that mostly benefits institutional investors.
If a project requires IRA 48E or 45Y credits to be +NPV, that is simply capital misallocation. Burdens the tax payer and inflationary for metered rates.
If a project requires IRA 48E or 45Y credits to be +NPV, that is simply capital misallocation. Burdens the tax payer and inflationary for metered rates.
November 25, 2024 at 12:17 AM
IMO removing IRA ITCs and PTCs would be a good thing. Debt-equity swapping is rent seeking behavior that mostly benefits institutional investors.
If a project requires IRA 48E or 45Y credits to be +NPV, that is simply capital misallocation. Burdens the tax payer and inflationary for metered rates.
If a project requires IRA 48E or 45Y credits to be +NPV, that is simply capital misallocation. Burdens the tax payer and inflationary for metered rates.