Justin Guay
@guayjg.bsky.social
Stirring the climate pot at QCF
With nearly 100% EV sales Norway is a postcard form the 🔌future and it looks pretty cool 😎
November 11, 2025 at 7:53 PM
With nearly 100% EV sales Norway is a postcard form the 🔌future and it looks pretty cool 😎
Battery price go down
September 30, 2025 at 6:23 PM
Battery price go down
Thank God China doesn't listen to energy twitter nuke bros
Just Thank God
Just Thank God
September 26, 2025 at 3:09 PM
Thank God China doesn't listen to energy twitter nuke bros
Just Thank God
Just Thank God
If you’re progressive, pro climate, pro science and pro life on earth you are now pro geoengineering research
It feels icky, it really sucks, but it’s where we are
Time to put our big kid pants on because we’re in for a wild ride 😬
heatmap.news/am/governmen...
It feels icky, it really sucks, but it’s where we are
Time to put our big kid pants on because we’re in for a wild ride 😬
heatmap.news/am/governmen...
September 25, 2025 at 7:06 PM
If you’re progressive, pro climate, pro science and pro life on earth you are now pro geoengineering research
It feels icky, it really sucks, but it’s where we are
Time to put our big kid pants on because we’re in for a wild ride 😬
heatmap.news/am/governmen...
It feels icky, it really sucks, but it’s where we are
Time to put our big kid pants on because we’re in for a wild ride 😬
heatmap.news/am/governmen...
China dominates just about every core clean tech sector you can imagine
But not heatpumps, no not heatpumps 🤔
But not heatpumps, no not heatpumps 🤔
September 25, 2025 at 5:35 PM
China dominates just about every core clean tech sector you can imagine
But not heatpumps, no not heatpumps 🤔
But not heatpumps, no not heatpumps 🤔
Every year the Sierra Club grades US utilities transition to clean energy
This year was the worst grades since they began tracking
Worse, the amount of new gas plants utilities are planning has more than doubled
www.canarymedia.com/articles/uti...
This year was the worst grades since they began tracking
Worse, the amount of new gas plants utilities are planning has more than doubled
www.canarymedia.com/articles/uti...
September 22, 2025 at 2:39 PM
Every year the Sierra Club grades US utilities transition to clean energy
This year was the worst grades since they began tracking
Worse, the amount of new gas plants utilities are planning has more than doubled
www.canarymedia.com/articles/uti...
This year was the worst grades since they began tracking
Worse, the amount of new gas plants utilities are planning has more than doubled
www.canarymedia.com/articles/uti...
New gas plants jumped 50% in price in 2023
They take 2-5x the time to build compared to clean energy
An energy strategy reliant on gas is too risky, too expensive, too dumb
They take 2-5x the time to build compared to clean energy
An energy strategy reliant on gas is too risky, too expensive, too dumb
September 19, 2025 at 11:13 AM
New gas plants jumped 50% in price in 2023
They take 2-5x the time to build compared to clean energy
An energy strategy reliant on gas is too risky, too expensive, too dumb
They take 2-5x the time to build compared to clean energy
An energy strategy reliant on gas is too risky, too expensive, too dumb
Despite all the net zero pledges, all the marketing, researchers found only 2% of companies had aligned their capital investment with their net zero goal
As they say, money talks and it’s speaking volumes
As they say, money talks and it’s speaking volumes
September 18, 2025 at 1:04 PM
Despite all the net zero pledges, all the marketing, researchers found only 2% of companies had aligned their capital investment with their net zero goal
As they say, money talks and it’s speaking volumes
As they say, money talks and it’s speaking volumes
BNEF analysts say the ratio of clean to dirty investment should be 4:1 to meet our climate goals - but it’s not even 1:1 today
Finance and investment is a leading indicator of the clean energy transition
But it’s not leading 😬
Finance and investment is a leading indicator of the clean energy transition
But it’s not leading 😬
September 18, 2025 at 1:01 PM
BNEF analysts say the ratio of clean to dirty investment should be 4:1 to meet our climate goals - but it’s not even 1:1 today
Finance and investment is a leading indicator of the clean energy transition
But it’s not leading 😬
Finance and investment is a leading indicator of the clean energy transition
But it’s not leading 😬
Ummm can I get a V2G rate for my EV too please?
September 17, 2025 at 5:32 PM
Ummm can I get a V2G rate for my EV too please?
As @jeffgoodell.bsky.social says it's the heat that will get you first
September 17, 2025 at 1:08 PM
As @jeffgoodell.bsky.social says it's the heat that will get you first
It's a cruel, cruel summer
September 17, 2025 at 1:02 PM
It's a cruel, cruel summer
The truth will set you free
September 16, 2025 at 7:33 PM
The truth will set you free
All hail the conquering electron
September 16, 2025 at 7:33 PM
All hail the conquering electron
Drilling for hot rocks to make clean power
So cheap right now 👀
So cheap right now 👀
September 16, 2025 at 5:15 PM
Drilling for hot rocks to make clean power
So cheap right now 👀
So cheap right now 👀
As the largest South East Asian economy, and population, by a large margin its so strange to see Indonesia falling so far behind the clean transition in the region
September 16, 2025 at 5:12 PM
As the largest South East Asian economy, and population, by a large margin its so strange to see Indonesia falling so far behind the clean transition in the region
That's a lot of disappearing barrels...
September 16, 2025 at 4:43 PM
That's a lot of disappearing barrels...
We already lost the Lithium Ion battery race
Now we’re not even in the solid state race 🤦♂️
Now we’re not even in the solid state race 🤦♂️
September 15, 2025 at 12:03 PM
We already lost the Lithium Ion battery race
Now we’re not even in the solid state race 🤦♂️
Now we’re not even in the solid state race 🤦♂️
For all the hype electricity growth isn't even as strong as the 90's
Hype cycles man, can't beat em' for driving lemming like behavior and investment
Hype cycles man, can't beat em' for driving lemming like behavior and investment
September 11, 2025 at 4:08 PM
For all the hype electricity growth isn't even as strong as the 90's
Hype cycles man, can't beat em' for driving lemming like behavior and investment
Hype cycles man, can't beat em' for driving lemming like behavior and investment
The difference between the EV doom and gloom story and AI hype cycle is stark
But BNEF projects EV's will drive 3X as much new electricity demand compared to AI data centers
Follow the signal, ignore the noise
But BNEF projects EV's will drive 3X as much new electricity demand compared to AI data centers
Follow the signal, ignore the noise
September 11, 2025 at 3:31 PM
The difference between the EV doom and gloom story and AI hype cycle is stark
But BNEF projects EV's will drive 3X as much new electricity demand compared to AI data centers
Follow the signal, ignore the noise
But BNEF projects EV's will drive 3X as much new electricity demand compared to AI data centers
Follow the signal, ignore the noise
For the first time ever China will sell more electric cars than the US sells of gas and electric cars combined 🤯
September 11, 2025 at 3:27 PM
For the first time ever China will sell more electric cars than the US sells of gas and electric cars combined 🤯
And yet we’re desperately trying to keep coal plants open and halt each and every clean energy project under the sun
Blackouts here we come 🤦♂️
Blackouts here we come 🤦♂️
September 10, 2025 at 12:42 PM
And yet we’re desperately trying to keep coal plants open and halt each and every clean energy project under the sun
Blackouts here we come 🤦♂️
Blackouts here we come 🤦♂️
China has now invested more in global clean energy supply chains than the US spent on the Marshall Plan to help rebuild Europe after WWII 🤯
September 10, 2025 at 12:34 PM
China has now invested more in global clean energy supply chains than the US spent on the Marshall Plan to help rebuild Europe after WWII 🤯
80% of all Chinese clean investment in global markets happened in the last 4 years
Meanwhile, we’re busy decimating our industry at home and abroad
Game. Set. Match
Meanwhile, we’re busy decimating our industry at home and abroad
Game. Set. Match
September 10, 2025 at 12:30 PM
80% of all Chinese clean investment in global markets happened in the last 4 years
Meanwhile, we’re busy decimating our industry at home and abroad
Game. Set. Match
Meanwhile, we’re busy decimating our industry at home and abroad
Game. Set. Match