John Kostyack
@kostyack.bsky.social
Consulting on climate change & the energy transition for NGOs & foundations at Kostyack Strategies. Senior Contributor at Forbes.com & Senior Fellow at ceea.us. All opinions expressed here are solely my own.
Global fossil fuel emissions continued to rise this year. Note the differences among sources: emissions from coal and cement increased by less than 1%, oil emissions increased by 1%, and fossil gas emissions were the biggest problem, increasing by 1.3%. @hannahdaly.ie
November 13, 2025 at 1:53 PM
Global fossil fuel emissions continued to rise this year. Note the differences among sources: emissions from coal and cement increased by less than 1%, oil emissions increased by 1%, and fossil gas emissions were the biggest problem, increasing by 1.3%. @hannahdaly.ie
GA voters turned out big for affordable electricity, electing two Commissioners ready to confront the PSC's cozy relationship with big-spending GA Power.
November 5, 2025 at 1:11 PM
GA voters turned out big for affordable electricity, electing two Commissioners ready to confront the PSC's cozy relationship with big-spending GA Power.
@hannahritchie.bsky.social depicts what growth in US electricity generation would look like relative to recent history if McKinsey's projected 3.5% CAGR by the 2030s were to become reality. Pretty dramatic change IF these guesses prove to be accurate.
October 20, 2025 at 11:29 AM
@hannahritchie.bsky.social depicts what growth in US electricity generation would look like relative to recent history if McKinsey's projected 3.5% CAGR by the 2030s were to become reality. Pretty dramatic change IF these guesses prove to be accurate.
Customers for AI products may be dubious, and communities & ratepayers feeling the burdens of data centers may be unhappy, but these folks think the boom is just great. @pheebini.bsky.social: 20 billionaires tied to the AI and data center boom have added >$450B to their fortunes since January 1.
October 9, 2025 at 1:17 PM
Customers for AI products may be dubious, and communities & ratepayers feeling the burdens of data centers may be unhappy, but these folks think the boom is just great. @pheebini.bsky.social: 20 billionaires tied to the AI and data center boom have added >$450B to their fortunes since January 1.
The IEA has updated its projections of renewable power capacity expansion around the world. The forecast for the US is revised downward by 50% thanks to the hostile policy environment.
October 7, 2025 at 1:01 PM
The IEA has updated its projections of renewable power capacity expansion around the world. The forecast for the US is revised downward by 50% thanks to the hostile policy environment.
A new @heatmap.news poll shows that Americans see multiple causes of rising electricity prices, but their top culprits are surging demand, their utility, their state gov't, and ... the oil and gas industry. Perhaps people intuitively know that our fossil fuel reliance is costly?
September 15, 2025 at 11:22 PM
A new @heatmap.news poll shows that Americans see multiple causes of rising electricity prices, but their top culprits are surging demand, their utility, their state gov't, and ... the oil and gas industry. Perhaps people intuitively know that our fossil fuel reliance is costly?
Speculation about electricity demand from data centers is arguably the biggest driver of fossil fuel expansion in the US. Glad to hear that Rhodium will analyze the range of data center demand pathways this fall, but meanwhile simplistic projections like this confuse more than enlighten.
September 11, 2025 at 4:15 PM
Speculation about electricity demand from data centers is arguably the biggest driver of fossil fuel expansion in the US. Glad to hear that Rhodium will analyze the range of data center demand pathways this fall, but meanwhile simplistic projections like this confuse more than enlighten.
Carbon Mapper shows where the methane super-emitter events are happening. California and New Mexico have by far the world's biggest plumes.
August 26, 2025 at 8:58 PM
Carbon Mapper shows where the methane super-emitter events are happening. California and New Mexico have by far the world's biggest plumes.
@michael-thomas.bsky.social on how Trump's radical effort to kill the wind industry is putting $317B of investment in US communities at risk. 88% of communities w wind projects voted for Trump in 2020.
August 6, 2025 at 8:15 PM
@michael-thomas.bsky.social on how Trump's radical effort to kill the wind industry is putting $317B of investment in US communities at risk. 88% of communities w wind projects voted for Trump in 2020.
The big four hyperscalers have become infrastructure companies. A lot like the oil and steel monopolists of the early 20th century, except without the workers. @mims.bsky.social
August 1, 2025 at 12:11 PM
The big four hyperscalers have become infrastructure companies. A lot like the oil and steel monopolists of the early 20th century, except without the workers. @mims.bsky.social
Global warming doesn't quite capture what we're experiencing this summer. As the old saying goes, yes, it's the heat but it's also very much the humidity.
July 31, 2025 at 1:32 PM
Global warming doesn't quite capture what we're experiencing this summer. As the old saying goes, yes, it's the heat but it's also very much the humidity.
It's getting hot out there.
June 25, 2025 at 5:00 PM
It's getting hot out there.
Accenture: AI data center-related GHG emissions will increase 11-fold in the next decade.
June 25, 2025 at 4:37 PM
Accenture: AI data center-related GHG emissions will increase 11-fold in the next decade.
2024 was the year when the big banks decided to double down on fossil fuel expansion. Sorry, starving kids, there's still lots of money to be made in this sector. #BankingonClimateChaos
June 18, 2025 at 8:34 PM
2024 was the year when the big banks decided to double down on fossil fuel expansion. Sorry, starving kids, there's still lots of money to be made in this sector. #BankingonClimateChaos
Low-cost renewables are supplanting coal & gas around the US. Good news for hundreds of millions of electricity customers, bad news for Trump's fossil fuel industry donors. Congress will soon decide which group it wants to help.
June 7, 2025 at 1:49 PM
Low-cost renewables are supplanting coal & gas around the US. Good news for hundreds of millions of electricity customers, bad news for Trump's fossil fuel industry donors. Congress will soon decide which group it wants to help.
This @ceea-us.bsky.social report shows how Q1 2025 gas prices are surging despite increased production & tariffs. LNG exports are a key driver (but don't explain regional differences). ceea.us/wp-content/u...
April 22, 2025 at 4:28 PM
This @ceea-us.bsky.social report shows how Q1 2025 gas prices are surging despite increased production & tariffs. LNG exports are a key driver (but don't explain regional differences). ceea.us/wp-content/u...
Look at all that low-cost wind energ in the middle of the country just waiting for interregional transmission to be deployed.
April 18, 2025 at 10:40 PM
Look at all that low-cost wind energ in the middle of the country just waiting for interregional transmission to be deployed.
@bengeman.bsky.social writes today on how a prolonged trade war could slow or even halt US oil production. Today's WTI price is in the $60 range, right at the breakeven point for the low-cost Permian. Further price declines would virtually eliminate the case for new investments.
April 7, 2025 at 1:43 PM
@bengeman.bsky.social writes today on how a prolonged trade war could slow or even halt US oil production. Today's WTI price is in the $60 range, right at the breakeven point for the low-cost Permian. Further price declines would virtually eliminate the case for new investments.
WSJ: Rich folks are not going to let climate risks "harsh their vibe."
April 2, 2025 at 3:41 PM
WSJ: Rich folks are not going to let climate risks "harsh their vibe."
A graph from an excellent new report from @americanprogress.bsky.social:
April 2, 2025 at 3:02 PM
A graph from an excellent new report from @americanprogress.bsky.social:
March 24, 2025 at 6:30 PM
Among US states, Texas has by far the most contracted clean power, thx in no small part to its competitive market and affordable energy. Will the tech companies & other corporate buyers help defeat this corporate welfare?
March 24, 2025 at 4:44 PM
Among US states, Texas has by far the most contracted clean power, thx in no small part to its competitive market and affordable energy. Will the tech companies & other corporate buyers help defeat this corporate welfare?
@pkrugman.bsky.social writes today on how Trump could drive a surge in public spending in Europe. His post is mainly about national security, but when I see this graph, I think about the power of EU+UK public procurement to drive decarbonization. substack.com/redirect/31d...
March 21, 2025 at 12:39 PM
@pkrugman.bsky.social writes today on how Trump could drive a surge in public spending in Europe. His post is mainly about national security, but when I see this graph, I think about the power of EU+UK public procurement to drive decarbonization. substack.com/redirect/31d...
As @cleanpowerdave.bsky.social notes in his recent summary of EIA data, the crypto industry has a big climate impact, but its hard to measure because the industry is "resisting disclosure." pbs.twimg.com/media/Gl05EV...
March 13, 2025 at 3:34 PM
As @cleanpowerdave.bsky.social notes in his recent summary of EIA data, the crypto industry has a big climate impact, but its hard to measure because the industry is "resisting disclosure." pbs.twimg.com/media/Gl05EV...
In preparation for the usual "CO2=plant food" trope, here is the latest from World Atlas of Desertification.
March 10, 2025 at 7:05 PM
In preparation for the usual "CO2=plant food" trope, here is the latest from World Atlas of Desertification.