Milo McBride
@milomcbride.bsky.social
Geopolitics of Energy Technology and Minerals
Fellow at the Carnegie Endowment for International Peace
Fellow at the Carnegie Endowment for International Peace
Reposted by Milo McBride
@milomcbride.bsky.social, Daniel Helmeci, Debbra Goh, and Daevan Mangalmurti explain in their latest Carnegie paper, produced with data from Project InnerSpace’s GeoMap tool. Read here: carnegieendowment.org/research/202...
Unlocking Global Geothermal Energy: Pathways to Scaling International Deployment of Next-Generation Geothermal
Dozens of countries are positioning themselves to take advantage of this developing technology. Some are better suited to it than others
carnegieendowment.org
July 10, 2025 at 5:36 PM
@milomcbride.bsky.social, Daniel Helmeci, Debbra Goh, and Daevan Mangalmurti explain in their latest Carnegie paper, produced with data from Project InnerSpace’s GeoMap tool. Read here: carnegieendowment.org/research/202...
Tokyo (METI) is bullish on a perovskite future and have been pushing for it. But PSCs are unlikely an opportunity for Japanese manufacturers to reclaim the market because 1) for coming decade(+), PSCs will require silicon modules 2) Chinese producers (eg GCL) are moving fast and have the scale...
Oxford PV and Trinasolar announce a landmark Perovskite PV patent licensing agreement | Oxford PV
This agreement underscores the industry consensus that perovskite-based PV technologies are the future of solar
www.oxfordpv.com
April 14, 2025 at 4:27 PM
Tokyo (METI) is bullish on a perovskite future and have been pushing for it. But PSCs are unlikely an opportunity for Japanese manufacturers to reclaim the market because 1) for coming decade(+), PSCs will require silicon modules 2) Chinese producers (eg GCL) are moving fast and have the scale...
Also for the scale of *presumed* global LNG demand in the coming decades.
Chinese PV is about to get more efficient (TOPCon, and now perovskite tandem cells on the horizon!) + new BESS advances with CATL saying sodium-ion could reach 70% less than LFP. This is "energy security" for EM/DMs.
Chinese PV is about to get more efficient (TOPCon, and now perovskite tandem cells on the horizon!) + new BESS advances with CATL saying sodium-ion could reach 70% less than LFP. This is "energy security" for EM/DMs.
April 14, 2025 at 3:46 PM
Also for the scale of *presumed* global LNG demand in the coming decades.
Chinese PV is about to get more efficient (TOPCon, and now perovskite tandem cells on the horizon!) + new BESS advances with CATL saying sodium-ion could reach 70% less than LFP. This is "energy security" for EM/DMs.
Chinese PV is about to get more efficient (TOPCon, and now perovskite tandem cells on the horizon!) + new BESS advances with CATL saying sodium-ion could reach 70% less than LFP. This is "energy security" for EM/DMs.
Chief economist: * literal didn't study economics and studied law which is big boy marketing for big ideas * (no peer review, no methodologies for substantiating economic assumptions - no matter how ridiculous or ill-informed)
April 7, 2025 at 1:45 AM
Chief economist: * literal didn't study economics and studied law which is big boy marketing for big ideas * (no peer review, no methodologies for substantiating economic assumptions - no matter how ridiculous or ill-informed)
It's an interesting tell about lithium prices - many expect them to remain structurally depressed for the rest of the decade (just like me, heyo!) which implies that LFP would further cut into the prospective BESS market that Na-ion producers were anticipating to have opportunity in.
April 7, 2025 at 1:43 AM
It's an interesting tell about lithium prices - many expect them to remain structurally depressed for the rest of the decade (just like me, heyo!) which implies that LFP would further cut into the prospective BESS market that Na-ion producers were anticipating to have opportunity in.
Amid the F-35 debate, I've been thinking about "Kill Switch" as a post-punk industrial trio from South London in the early 1980s.
March 24, 2025 at 7:11 PM
Amid the F-35 debate, I've been thinking about "Kill Switch" as a post-punk industrial trio from South London in the early 1980s.
Such important work - gratitude to you and your team for getting this analysis out right now.
March 11, 2025 at 5:51 PM
Such important work - gratitude to you and your team for getting this analysis out right now.
In line with Bardella cancelling his CPAC appearance after Bannon’s “salute.”
Incredible how in the second graphic, this plunge began *before* the post-2008 rise of the Tea Party. Certainly defies consensus thinking.
Incredible how in the second graphic, this plunge began *before* the post-2008 rise of the Tea Party. Certainly defies consensus thinking.
March 7, 2025 at 4:27 PM
In line with Bardella cancelling his CPAC appearance after Bannon’s “salute.”
Incredible how in the second graphic, this plunge began *before* the post-2008 rise of the Tea Party. Certainly defies consensus thinking.
Incredible how in the second graphic, this plunge began *before* the post-2008 rise of the Tea Party. Certainly defies consensus thinking.