Friendly reminder:

If an electric utility’s IRP has CCUS or hydrogen in size, it ain’t getting built. Buy the nearby hub.

If a carbon market’s design is based on the assumption there’ll be CCUS and hydrogen by 2030. Buy that carbon market.

We are all living in fugazi unicorn land

This is really not the point, but man is the shooter an unintentional advertisement for the fastest way to get around is by bike

Confirmed: Russian forces evacuate the airbase in Tal Rifaat in the northern countryside of Aleppo, Syria.

🚨BREAKING: Assad's army has reportedly surrendered Aleppo, the second largest city in Syria.

Scenes in Syria are amazing. Hezbollah decapitated and unable to help. Russia so weak in Ukraine that it needs 100,000 North Korean troops. Assad flying to Moscow. Aleppo in rebel hands. Turkey hinting at armed intervention.

Trading be like

32 comments and 31 of them fail to mention pipelines & transport. It’s as if we built the first A bomb ten years before the Wright brothers had their first flight. Anyone who thinks there’ll be easy to build high pressure pipelines full of pollutants is living on a different planet.

Can someone explain to me what distributed energy resources and VPPs actually are? I don’t want 15 corporate slides from Shell or a project an intern did for the ERCOT WSHGSWL working group or whatever. What does it look like in SCED? How does it price itself? Who coordinates it? How reliable is it?

Can someone share a nice big list of energy markets blue sky accounts? Great to see some familiar names here. Still feeling a bit rudderless.