Something I've wondered about (for years, really) is the degree of duplication in the world's business and regulatory information.

We tried something at Halcyon to answer that question in one domain: clean hydrogen comments to Treasury Department. Check it out! halcyon.eco/blog/30000-tim…

Time, attention, 40,000 words and 30,000 comments. A Halcyon meditation on getting work done with speed and scale halcyon.eco/blog/30000-tim…

Great review of one of the other big drivers of load growth in coming years. As EVs grow they will become an increasingly big part of electricity demand.

They’re moving the Dali. 🚤

#PortOfBaltimore Lori Ann LaRocco $DJT

youtube.com/live/xQcyflAH-…

Transforming information into intelligence:

thinking on how information flows, gains value, and creates value.

Latest for Halcyon
halcyon.eco/blog/transform…

As always Reilly Brennan delivers with his weekly links. I had no idea Morocco exported more cars to Europe than China, India, or Japan (!) apnews.com/article/morocc…

“Historically, AEP said load growth was expected to be 1%-2% year over year. Now the utility is forecasting average growth closer to 20% a year”

Another fantastic Ember chart: with India's solar ascendancy, the three most populous countries on earth are also the three biggest solar markets. And don't sleep on Brazil - from smaller than South Korea to bigger than Australia in just a year. lnkd.in/eSKgREee

Fire in Katong

A chart: two very different sectors, and two converging capex trends. I'm trying to imagine another instance of $50 billion in annual capex, entirely on the supply side in one case, entirely on the demand side in the other.
More Halcyon: halcyon.eco/blog/big-tech-…

Big tech and bigger problems. AI, energy transition, decarbonization, and where and how they all meet. halcyon.eco/blog/big-tech-…

I wrote something for @halcyon. It's about how big technology (and AI in particular) meets even bigger problems (climate change) and can have big - and positive - impact too.

.Nat Bullard is doing his thing but now he's powered by Halcyon data+technology. 🔌

Stay tuned, this'll get more and more interesting as we continue to build 👇

NEW from us Ember

Wind and solar have grown faster than any other sources of electricity in history.

It took just 8 years for solar ☀️ to go from 100 TWh to 1000 TWh ⬆️

One of my favourite charts from our Global Electricity Review 2024 that just launched today 🚀

An important finding from the new Ember Global Electricity Review: no power gen sources have ever grown as fast, in absolute terms, as wind, solar, and nuclear power. Each took 8-12 years to go from 100 terawatt-hours to 1,000TWh.

An important finding from the new Ember Global Electricity Review: no power gen sources have ever grown as fast, in absolute terms, as wind, solar, and nuclear power. Each took 8-12 years to go from 100 terawatt-hours to 1,000TWh.

U.S. energy-related #CO2 emissions decreased by 3% in 2023.

Over 80% of the #emissions reductions came from the electric power sector, as decreased coal-fired #electricity generation was displaced by increased generation from solar and natural gas.

eia.gov/todayinenergy/…

A lot of folks have been fixated on changes to sulfur in marine fuels of late, but the much bigger climate story here is the nearly 50% decline in overall global emissions of planet-cooling sulfur dioxide since 1980 – much of which has happened in the last 15 years:

Everyone (rightly) concerned about the return of rising electricity demand should pay close attention to reconductoring - a wonky but consequential way to get WAY more out of our electric grid. A 🧵

1/12

70 years ago right about now. Who knows what these three fellas are up to?