Ryan Alimento
@ryanalimento.bsky.social
Climate & energy analyst at the Breakthrough Institute
Industrial decarb, clean tech supply chains, energy for development
Chemical/energy engineer
Science is cool!!
Industrial decarb, clean tech supply chains, energy for development
Chemical/energy engineer
Science is cool!!
China just lifted export bans on Ga, Sb, and Ge to the US
GaSbGe sounds kinda like Gatsby
F Scott Fitzgerald’s Gatsby was obsessed with a green light
The green light represented wealth & the American dream
Green also = environmental
Ga Sb Ge = the American dream = clean energy
GaSbGe sounds kinda like Gatsby
F Scott Fitzgerald’s Gatsby was obsessed with a green light
The green light represented wealth & the American dream
Green also = environmental
Ga Sb Ge = the American dream = clean energy
November 10, 2025 at 2:17 PM
China just lifted export bans on Ga, Sb, and Ge to the US
GaSbGe sounds kinda like Gatsby
F Scott Fitzgerald’s Gatsby was obsessed with a green light
The green light represented wealth & the American dream
Green also = environmental
Ga Sb Ge = the American dream = clean energy
GaSbGe sounds kinda like Gatsby
F Scott Fitzgerald’s Gatsby was obsessed with a green light
The green light represented wealth & the American dream
Green also = environmental
Ga Sb Ge = the American dream = clean energy
Georgia PSC elections show voters ARE responding to high electric bills
Dems Alicia Johnson and Peter Hubbard beat incumbent Republicans Tim Echols and Fitz Johnson
Utilities funded 87% of F. Johnson's & 61% Echols' campaigns
They spent 12x as much as A. Johnson and Hubbard
Dems Alicia Johnson and Peter Hubbard beat incumbent Republicans Tim Echols and Fitz Johnson
Utilities funded 87% of F. Johnson's & 61% Echols' campaigns
They spent 12x as much as A. Johnson and Hubbard
November 7, 2025 at 1:11 AM
Georgia PSC elections show voters ARE responding to high electric bills
Dems Alicia Johnson and Peter Hubbard beat incumbent Republicans Tim Echols and Fitz Johnson
Utilities funded 87% of F. Johnson's & 61% Echols' campaigns
They spent 12x as much as A. Johnson and Hubbard
Dems Alicia Johnson and Peter Hubbard beat incumbent Republicans Tim Echols and Fitz Johnson
Utilities funded 87% of F. Johnson's & 61% Echols' campaigns
They spent 12x as much as A. Johnson and Hubbard
Few know that we owe our global Internet infrastructure to Erbium (Er), a rare earth element
But it's not NdPr used in permanent magnets so nobody cares!
But it's not NdPr used in permanent magnets so nobody cares!
November 6, 2025 at 4:57 PM
Few know that we owe our global Internet infrastructure to Erbium (Er), a rare earth element
But it's not NdPr used in permanent magnets so nobody cares!
But it's not NdPr used in permanent magnets so nobody cares!
Dems forget that hydrogen and CO2 pipelines will stay pipe dreams without permitting reform
November 5, 2025 at 8:16 PM
Dems forget that hydrogen and CO2 pipelines will stay pipe dreams without permitting reform
FTC oversees cell tower siting
STB oversees railroad construction
FERC oversees pipeline siting
Transmission lines enable interstate commerce just as much…law needs to treat them like it!
STB oversees railroad construction
FERC oversees pipeline siting
Transmission lines enable interstate commerce just as much…law needs to treat them like it!
November 5, 2025 at 5:43 PM
FTC oversees cell tower siting
STB oversees railroad construction
FERC oversees pipeline siting
Transmission lines enable interstate commerce just as much…law needs to treat them like it!
STB oversees railroad construction
FERC oversees pipeline siting
Transmission lines enable interstate commerce just as much…law needs to treat them like it!
I’d prefer an apolitical climate transition that reaches net-zero by 2100 but is based on technological merit alone over what we’re doing now
October 4, 2025 at 12:32 PM
I’d prefer an apolitical climate transition that reaches net-zero by 2100 but is based on technological merit alone over what we’re doing now
DOE is officially moving forward with plans to site and build private data centers at Idaho National Lab
DOE also identified Oak Ridge, Savannah River, and the deactivated Paducah uranium enrichment plant as DOE-owned lands that can house data centers
www.energy.gov/ne/articles/...
DOE also identified Oak Ridge, Savannah River, and the deactivated Paducah uranium enrichment plant as DOE-owned lands that can house data centers
www.energy.gov/ne/articles/...
Energy Department Seeks Proposals for AI Data Centers, Energy Projects at Idaho National Laboratory
Solicitation to scale-up reliable power technologies and cement U.S. leadership in artificial intelligence
www.energy.gov
September 8, 2025 at 8:48 PM
DOE is officially moving forward with plans to site and build private data centers at Idaho National Lab
DOE also identified Oak Ridge, Savannah River, and the deactivated Paducah uranium enrichment plant as DOE-owned lands that can house data centers
www.energy.gov/ne/articles/...
DOE also identified Oak Ridge, Savannah River, and the deactivated Paducah uranium enrichment plant as DOE-owned lands that can house data centers
www.energy.gov/ne/articles/...
$500 million from Hitachi for a new large power transformer manufacturing facility in VA 🥰🥰
www.globenewswire.com/news-release...
www.globenewswire.com/news-release...
Hitachi announces historic $1 billion USD manufacturing investment to power America’s energy future through production of critical grid infrastructure
Trump administration-backed investment answers surging demand for transformers and high-voltage equipment needed to support AI data center expansion --...
www.globenewswire.com
September 8, 2025 at 2:27 PM
$500 million from Hitachi for a new large power transformer manufacturing facility in VA 🥰🥰
www.globenewswire.com/news-release...
www.globenewswire.com/news-release...
Many picture carbon capture as just a filter or sieve that you just put in a smokestack.
It’s actually more like building a chemical plant next door
Note that carbon capture uses so much energy that it needs its own source of electricity (the cogeneration plant)
It’s actually more like building a chemical plant next door
Note that carbon capture uses so much energy that it needs its own source of electricity (the cogeneration plant)
August 29, 2025 at 4:13 PM
Many picture carbon capture as just a filter or sieve that you just put in a smokestack.
It’s actually more like building a chemical plant next door
Note that carbon capture uses so much energy that it needs its own source of electricity (the cogeneration plant)
It’s actually more like building a chemical plant next door
Note that carbon capture uses so much energy that it needs its own source of electricity (the cogeneration plant)
"The Trump administration is considering a plan to reallocate at least $2 billion from the CHIPS Act to fund critical minerals projects and boost Commerce Secretary Howard Lutnick's influence over the strategic sector"
www.reuters.com/world/us/tru...
www.reuters.com/world/us/tru...
Exclusive: Trump weighs using $2 billion in CHIPS Act funding for critical minerals, sources say
The Trump administration is considering a plan to reallocate at least $2 billion from the CHIPS Act to fund critical minerals projects and boost Commerce Secretary Howard Lutnick's influence over the strategic sector, two sources familiar with the matter told Reuters.
www.reuters.com
August 22, 2025 at 2:03 PM
"The Trump administration is considering a plan to reallocate at least $2 billion from the CHIPS Act to fund critical minerals projects and boost Commerce Secretary Howard Lutnick's influence over the strategic sector"
www.reuters.com/world/us/tru...
www.reuters.com/world/us/tru...
Great article. Hurts to see it spread the false narrative:
"Much of China’s formidable manufacturing advantage stems from robotics, automation, and the early adoption of AI. To compete with China, American factories will also need to be highly automated"
www.foreignaffairs.com/united-state...
"Much of China’s formidable manufacturing advantage stems from robotics, automation, and the early adoption of AI. To compete with China, American factories will also need to be highly automated"
www.foreignaffairs.com/united-state...
The World Economy Was Already Broken
But there is a better way to fix it.
www.foreignaffairs.com
August 21, 2025 at 2:30 PM
Great article. Hurts to see it spread the false narrative:
"Much of China’s formidable manufacturing advantage stems from robotics, automation, and the early adoption of AI. To compete with China, American factories will also need to be highly automated"
www.foreignaffairs.com/united-state...
"Much of China’s formidable manufacturing advantage stems from robotics, automation, and the early adoption of AI. To compete with China, American factories will also need to be highly automated"
www.foreignaffairs.com/united-state...
Swarm of jellyfish clog the coolant intake filters for 4/6 reactors at France's Gravelines nuclear power plant 🪼🪼🪼
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Jellyfish Shut Four French Nuclear Reactors as Heat Wave Builds
Electricite de France SA was forced to shut four atomic reactors after a swarm of jellyfish clogged up filter drums at its Gravelines power plant.
www.bloomberg.com
August 11, 2025 at 6:13 PM
Swarm of jellyfish clog the coolant intake filters for 4/6 reactors at France's Gravelines nuclear power plant 🪼🪼🪼
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Pic of a pressure vessel getting forged, likely for a nuclear reactor
August 7, 2025 at 3:35 PM
Pic of a pressure vessel getting forged, likely for a nuclear reactor
Critical mineral processing and revitalizing American manufacturing are all the rage right now. But a big part of the supply chain gets left out:
How do we actually make the solar cells, rare earth magnets, and high-strength alloys used in next-gen tech?
How do we actually make the solar cells, rare earth magnets, and high-strength alloys used in next-gen tech?
August 1, 2025 at 5:26 PM
Critical mineral processing and revitalizing American manufacturing are all the rage right now. But a big part of the supply chain gets left out:
How do we actually make the solar cells, rare earth magnets, and high-strength alloys used in next-gen tech?
How do we actually make the solar cells, rare earth magnets, and high-strength alloys used in next-gen tech?
Hawaii's only oil refinery will begin mixing biofuels into its feedstock to make *partially* sustainable aviation fuel, renewable diesel, etc.
www.mitsubishicorp.com/jp/en/news/r...
www.mitsubishicorp.com/jp/en/news/r...
Par Pacific, Mitsubishi, and ENEOS to Establish Joint Venture for Renewable Fuels in Hawaii
This is the "Par Pacific, Mitsubishi, and ENEOS to Establish Joint Venture for Renewable Fuels in Hawaii" page. The latest information about Mitsubishi Corporation can be found here.
www.mitsubishicorp.com
July 25, 2025 at 6:10 PM
Hawaii's only oil refinery will begin mixing biofuels into its feedstock to make *partially* sustainable aviation fuel, renewable diesel, etc.
www.mitsubishicorp.com/jp/en/news/r...
www.mitsubishicorp.com/jp/en/news/r...
In our new report, colleagues @cookpj.bsky.social @wang-seaver.bsky.social and I outline a policy framework and recommend best practices for a critical mineral reserve that would promote market stability and global competitiveness for US advanced energy industries
thebreakthrough.org/issues/energ...
thebreakthrough.org/issues/energ...
Taking Inventory of Critical Mineral Stockpiling
The Breakthrough Institute is an environmental research center based in Berkeley, California. Our research focuses on identifying and promoting…
thebreakthrough.org
July 22, 2025 at 2:47 PM
In our new report, colleagues @cookpj.bsky.social @wang-seaver.bsky.social and I outline a policy framework and recommend best practices for a critical mineral reserve that would promote market stability and global competitiveness for US advanced energy industries
thebreakthrough.org/issues/energ...
thebreakthrough.org/issues/energ...
Reposted by Ryan Alimento
Should a US national critical minerals reserve program act more like the National Defense Stockpile or more like the Strategic Petroleum Reserve? Major new report by my team deep dives into this question, looking at 15 minerals relevant to energy.
My thoughts🧵:
thebreakthrough.org/issues/energ...
My thoughts🧵:
thebreakthrough.org/issues/energ...
Taking Inventory of Critical Mineral Stockpiling
The Breakthrough Institute is an environmental research center based in Berkeley, California. Our research focuses on identifying and promoting…
thebreakthrough.org
July 22, 2025 at 2:32 PM
Should a US national critical minerals reserve program act more like the National Defense Stockpile or more like the Strategic Petroleum Reserve? Major new report by my team deep dives into this question, looking at 15 minerals relevant to energy.
My thoughts🧵:
thebreakthrough.org/issues/energ...
My thoughts🧵:
thebreakthrough.org/issues/energ...
Timely updates on the CCUS & blue H2 scene that align with my recs for blue fertilizer in Africa:
- Chevron announced $5B blue H2 and ammonia plant to nab 45V credits before they expire (enr.com/articles/610...)
- Chevron announced $5B blue H2 and ammonia plant to nab 45V credits before they expire (enr.com/articles/610...)
Chevron Plans $5B Blue Hydrogen and Ammonia Project in Texas
Energy producer aims to start construction by 2027 to secure U.S. tax credits before they expire under the new federal budget reconciliation law.
enr.com
July 18, 2025 at 7:14 PM
Timely updates on the CCUS & blue H2 scene that align with my recs for blue fertilizer in Africa:
- Chevron announced $5B blue H2 and ammonia plant to nab 45V credits before they expire (enr.com/articles/610...)
- Chevron announced $5B blue H2 and ammonia plant to nab 45V credits before they expire (enr.com/articles/610...)
Reposted by Ryan Alimento
New original analysis by colleague @ryanalimento.bsky.social argues green urea production stays far too pricey for widespread application for Sub-Saharan African countries even at green H2 costs <$1/kg. But low-CO2 blue urea via gas + CO2 capture may prove more affordable. 🧵
July 18, 2025 at 4:44 PM
New original analysis by colleague @ryanalimento.bsky.social argues green urea production stays far too pricey for widespread application for Sub-Saharan African countries even at green H2 costs <$1/kg. But low-CO2 blue urea via gas + CO2 capture may prove more affordable. 🧵
Sub-Saharan Africa (SSA) can't improve fertilizer access using only green H2 and CO2 capture
In my new study I provide much-needed cost estimates of green fertilizer made in SSA
The result? Even <$1/kg green H2 wouldn't make green fertilizer affordable🧵 www.breakthroughjournal.org/p/sub-sahara...
In my new study I provide much-needed cost estimates of green fertilizer made in SSA
The result? Even <$1/kg green H2 wouldn't make green fertilizer affordable🧵 www.breakthroughjournal.org/p/sub-sahara...
July 18, 2025 at 6:19 PM
Sub-Saharan Africa (SSA) can't improve fertilizer access using only green H2 and CO2 capture
In my new study I provide much-needed cost estimates of green fertilizer made in SSA
The result? Even <$1/kg green H2 wouldn't make green fertilizer affordable🧵 www.breakthroughjournal.org/p/sub-sahara...
In my new study I provide much-needed cost estimates of green fertilizer made in SSA
The result? Even <$1/kg green H2 wouldn't make green fertilizer affordable🧵 www.breakthroughjournal.org/p/sub-sahara...
10,000 years ago, the development of agriculture let humanity to spend less time hunting & gathering and more time developing civilization. A society can't function without abundant food access
This is still relevant for 1/8 of the world (1 BN ppl) in sub-Saharan Africa (SSA)
This is still relevant for 1/8 of the world (1 BN ppl) in sub-Saharan Africa (SSA)
July 17, 2025 at 8:07 PM
10,000 years ago, the development of agriculture let humanity to spend less time hunting & gathering and more time developing civilization. A society can't function without abundant food access
This is still relevant for 1/8 of the world (1 BN ppl) in sub-Saharan Africa (SSA)
This is still relevant for 1/8 of the world (1 BN ppl) in sub-Saharan Africa (SSA)
Some goofy White House justifications for the billions in foreign aid cuts in the current rescissions package:
www.whitehouse.gov/wp-content/u...
www.whitehouse.gov/wp-content/u...
www.whitehouse.gov
July 17, 2025 at 12:33 PM
Some goofy White House justifications for the billions in foreign aid cuts in the current rescissions package:
www.whitehouse.gov/wp-content/u...
www.whitehouse.gov/wp-content/u...
Lots of talk about the gas turbine shortage and copper tariffs
Not enough attention on our transformer shortage and how the steel-copper tariff combo will obstruct both interconnection and grid expansion 🧵
Not enough attention on our transformer shortage and how the steel-copper tariff combo will obstruct both interconnection and grid expansion 🧵
July 15, 2025 at 3:10 PM
Lots of talk about the gas turbine shortage and copper tariffs
Not enough attention on our transformer shortage and how the steel-copper tariff combo will obstruct both interconnection and grid expansion 🧵
Not enough attention on our transformer shortage and how the steel-copper tariff combo will obstruct both interconnection and grid expansion 🧵