Shanu Mathew @ShanuMathew93 Twitter profile

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Shanu Mathew

3 months

Stoked that I got the opportunity to be on one of the podcasts that I admire and learn from most. @CatalystPod @shaylekann and @DanielWoldorff invited me on the Catalyst podcast to discuss climate tech performance in the public markets! @_LatitudeMedia

‎Catalyst with Shayle Kann: Climate tech’s tough year in the public markets on Apple Podcasts

‎Show Catalyst with Shayle Kann, Ep Climate tech’s tough year in the public markets - Mar 14, 2024

podcasts.apple.com

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Shanu Mathew

@ShanuMathew93

2 years

My 2022 meme submission: "You should lower your emissions"

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Shanu Mathew

@ShanuMathew93

1 year

I wish everyone that spouted off on the ICE vs. EV debate had to simply acknowledge first that most of the energy you put into a gasoline car is wasted and EVs are far more efficient at converting energy to motion. This is a simple, objective fact.

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Shanu Mathew

@ShanuMathew93

2 years

@ParikPatelCFA @elonmusk

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Shanu Mathew

@ShanuMathew93

9 months

Perspective: Lithium we mine today and that we'll need to mine by 2050 compared to other major mined materials today like Iron, Aluminum, and Copper. Measured in kilotonnes. Great visual.

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Shanu Mathew

@ShanuMathew93

1 year

I’m not a huge festival/concert person in general but tbh having a live stream with a better view and being able to watch in the comfort of your home is elite >> #DreamvilleFest2023 @burnaboy killed this!

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Shanu Mathew

@ShanuMathew93

16 days

Eye-opening perspective on utility grid load - buildings vs. commercial EVs.

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Shanu Mathew

@ShanuMathew93

1 year

Personal news. I got engaged to the most amazing human! @trish_hen

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Shanu Mathew

@ShanuMathew93

6 months

This is such a great & under-appreciated point and can extend to the entire global energy value chain today. Many people don’t understand the complexity, size, and depth of operations that go into producing, delivering, and ensuring safe/affordable/reliable energy supplies. This…

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Shanu Mathew

@ShanuMathew93

2 years

Great visualization by @BloombergNEF which shows the estimated 2022-31 energy transition spending in both the Inflation Reduction Act and Bipartisan Infrastructure Law. Segments into emissions categories and includes specific subsets within each.

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Shanu Mathew

@ShanuMathew93

3 years

Personal news: I accepted a role at an asset manager as a VP in Sustainability & Net-Zero Research working with the US public equities team! Taking a few weeks off to recharge but start in July. Excited to be working in a climate-focused seat. Why I'm pumped about net-zero? 1/n

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Shanu Mathew

@ShanuMathew93

1 year

My girlfriend is watching the Grammy's and asked me why I'm so uninterested/hate it. People don't forget.

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Shanu Mathew

@ShanuMathew93

2 years

The IKEA Foundation, a philanthropy funded by IKEA owner INGKA Foundation, announced plans to deploy €600 million in climate funding by 2025. Key areas of deployment: stimulating a shift to alternative and plant-based proteins, and reducing methane emissions in agriculture.

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Shanu Mathew

@ShanuMathew93

2 years

"In fact, [heat pumps] are so efficient at converting power to heat that even if the power grid ran entirely on *gas*, heat pumps connected to it would use *less* than directly gas-powered furnaces do" @GernotWagner in @climate

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Shanu Mathew

@ShanuMathew93

8 months

"world’s largest copper producers have warned that there is a lack of mines under development to deliver enough to keep pace with the energy transition... warning comes as miners struggle with falling metal prices because of weakness of the global economy and cost inflation,…

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Shanu Mathew

@ShanuMathew93

1 month

Desalination is becoming more affordable due to cheaper solar power. New plants cost $400M for 500K m³/day, translating to ~$0.30/m³. Energy costs are as low as $0.07/m³ (using $0.025/KWh solar). The Hassyan project in Dubai promises water at $0.37/m³, compared to €1/m³ in…

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Shanu Mathew

@ShanuMathew93

7 months

Big sodium-ion news week: "Northvolt made a breakthrough... sodium-ion battery that has no lithium, cobalt or nickel... validated battery at critical level of 160 watt hours per kg, an energy density close to that of the type of lithium batteries"

Northvolt in new sodium-ion battery breakthrough

Swedish start-up has developed an energy storage technology with no critical minerals including lithium which could minimise reliance on China

www.ft.com

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Shanu Mathew

@ShanuMathew93

7 months

"Battery prices are back to a declining trajectory in 2023, after an unprecedented year of increases in 2022. @BloombergNEF 's annual battery price survey has found that the volume-weighted average price for lithium-ion battery packs dropped to $139 per kWh in 2023, a 14% decline…

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Shanu Mathew

@ShanuMathew93

2 years

Have you ever been curious about how public asset managers are trying to figure out implementing Net Zero across portfolios? Bunch of approaches all with their own nuances and pros/cons. GFANZ portfolio alignment released updated guidance - 140 pages. Here are some highlights.🧵

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Shanu Mathew

@ShanuMathew93

3 months

According to the Boston Consulting Group (BCG), data centers currently represent 2.5% of U.S. electricity consumption. [At higher end of estimates], data centers could move to 7.5% of all electricity. >60% of DCs in MISO, CAISO, PJM, & Southeast.

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Shanu Mathew

@ShanuMathew93

2 years

"The extended-range Lightning’s 131 kilowatt-hour lithium-ion pack boasts almost 10 times the capacity of a Tesla Powerwall, an $11,000 home backup battery that can’t be driven to the supermarket. The Lightning is 'a mini powerplant for your home'(EVP Engineering from PG&E),"

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Shanu Mathew

@ShanuMathew93

2 months

The average age of an installed transformer in the United States is 38-40 years, and the suggested lifespan of a transformer is 20 25 years. Currently, more than 70% of U.S. transformers are aged more than 25 years (DOE).

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Shanu Mathew

@ShanuMathew93

1 year

While we're at it, this is also true for all combustion of fossil fuels. Most of the energy burned becomes waste heat! I wish more people knew that when arguing this stuff. Imagine on a first principles basis arguing that the optimal state is one that wastes 2/3 of the output.

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Shanu Mathew

@ShanuMathew93

9 months

Another good one

Shanu Mathew

@ShanuMathew93

1 year

Don't forget that the scale of battery metals/minerals mining and extraction is miniscule compared to the scale of extraction that legacy fossil fuels require in terms of equivalent tonnes of annual production.

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Shanu Mathew

@ShanuMathew93

6 months

Breaking: First Solar today announced it entered into two separate Tax Credit Transfer Agreements (TCTAs) on to sell $500 million and up to $200 million, respectively, of 2023 Inflation Reduction Act (IRA) 45x tax credits to Fiserv. Under the terms of the agreements Fiserv will…

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Shanu Mathew

@ShanuMathew93

2 months

"Microsoft, Google, Meta and Amazon all publicly announced power purchase agreements, or PPAs, for clean power last month. Microsoft snapped up by far the largest capacity, with a whopping 1,580 megawatts of contracts signed. The PPAs signed by Google, Meta and Amazon, which…

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Shanu Mathew

@ShanuMathew93

11 months

We said goodbye to my father today. George Mathew, known by Sunny to friends & family, was truly a one of one. From being born to unimaginable hardships in India, to coming to America with only $20 in his pocket ($7 of which that he spent on beer in London), to becoming a…

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Shanu Mathew

@ShanuMathew93

2 years

BNEF thinks $3/kg subsidy for green H2 projects is worth ~$1.91/kg dollars on a levelized basis. Can bring down avg. US cost of green hydrogen down to $2/kg by 2023. By 2030, they think levelized value of PTC would actually be > their base view for unsubsidized green H2 costs.

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Shanu Mathew

@ShanuMathew93

4 months

Solar and battery storage to make up 81% of new U.S. electric-generating capacity in 2024... Developers and power plant owners plan to add 62.8 gigawatts (GW) of new utility-scale electric-generating capacity in 2024 per @EIAgov

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Shanu Mathew

@ShanuMathew93

1 year

Don't forget that the scale of battery metals/minerals mining and extraction is miniscule compared to the scale of extraction that legacy fossil fuels require in terms of equivalent tonnes of annual production.

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Shanu Mathew

@ShanuMathew93

3 years

New industry data shows the first three months of 2021 saw the addition of over 5 gigawatts of new U.S. solar power generating capacity, the largest first quarter ever via @Ben_Geman

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Shanu Mathew

@ShanuMathew93

2 months

@ArashMarkazi How does anyone watch him all year and think he’s a good coach? Nonsensical lineups, scoring droughts, no strategic use of time outs, players don’t respect his basketball prowess… it’s perplexing he has a job and honestly see no good reason he keeps it.

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Shanu Mathew

@ShanuMathew93

7 months

"Predictions don’t always come true. There’s no guarantee there’ll be a market for all the oil, gas and coal countries could produce. The chart shows how the U.S. Energy Information Administration missed the shift away from coal and toward wind, solar and natural gas"

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Shanu Mathew

@ShanuMathew93

1 year

Wow! "~85% of new residential solar deals in CA now include batteries, a senior vice president for Sunrun, said at the Evercore ISI Global Clean Energy & Transition Technologies Summit in New York on Thursday. That’s up from 20% before new net-metering policies took effect"

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Shanu Mathew

@ShanuMathew93

7 months

Reduction in near-term EV and battery targets and production by select companies

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Shanu Mathew

@ShanuMathew93

3 years

‘Report from the Clean Energy Futures project — a collaboration among researchers from Harvard, Syracuse, Georgia Tech & others — found that a U.S. transition to 80% clean electricity by 2030 would cost $342 billion… but it would produce a net benefit of more than $1.4 trillion’

Jason Bordoff

@JasonBordoff

3 years

Some things are harder like cement, steel & airplanes, but we know how to decarbonize the power sector, so let’s get on it with, I tell ⁦ @NPR ⁩ ⁦ @Marketplace ⁩.

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Shanu Mathew

@ShanuMathew93

2 years

Backpacked in the PNW this weekend, specifically The Enchantments near Leavenworth, Seattle. Breathtakingly beautiful. Nice reminder to unplug every once in a while and connect with yourself and nature. Even better, came back to civilization to news of the IRA passing!

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Shanu Mathew

@ShanuMathew93

3 months

WSJ picking up a geothermal piece! Chevron, BP, and Devon are part of a group of fossil-fuel cos investing 100s of millions of dollars in modern geothermal startups and projects. Uses same tech employed by frackers, but look for underground heat vs. O&G.

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Shanu Mathew

@ShanuMathew93

3 months

"McKinsey, BCG and S&P Global Commodity Insights all project electricity demand tied to data centers to increase at a compound annual growth rate of between 13% and 15% through 2030." "Any company that is net long power—that is, those that have more capacity to sell power than…

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Shanu Mathew

@ShanuMathew93

3 months

Barclays: "Despite heat pumps being >3x more efficient, this often more than offset by retail electricity-to-gas prices also being >3x. Few European countries and even fewer US states have consistently had retail electricity-to-gas price ratios below 2.5x"

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Shanu Mathew

@ShanuMathew93

3 months

Wild stats from @energy_said : -A transmission line in the developed world needs to acquire as many as 13,500 permits, while projects that struggle with right-of-way can take 15-20 years -Distribution bottlenecks are suggested by US grid outages doubling since 2013…

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Shanu Mathew

@ShanuMathew93

2 years

And the letter made itself to my friend @erikolsonn While doomscroll Twitter will try to convince you otherwise, this can be a wonderful place sometimes. #operationgrandma #missionsuccess

Rep. Eric Swalwell

@RepSwalwell

2 years

Does anyone know an Emma and Erick living in a basement apartment in DC? A gift card was sent to them but arrived in my DC mail. Only return info I have is “Grandma.” I’d like to get it to them!

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Shanu Mathew

@ShanuMathew93

3 years

This read is absolutely insane.

Ben Hunt

@EpsilonTheory

3 years

The collapse of Greensill Capital is the first Big Fraud I’ve seen in the past 13 years with the sheer heft and star power to ripple through markets in a systemic way. Not since Madoff.

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Shanu Mathew

@ShanuMathew93

6 months

Great McKinsey graphic on 12 categories interconnected through dependencies in foundational science and system-level scaling that are required to achieve climate goals. 4 buckets: 1) Clean electrons & electrification 2) Clean molecules 3) Carbon capture & removal 4) Circularity

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Shanu Mathew

@ShanuMathew93

2 years

Got through the summary report of @McKinsey 's Net Zero economy report. Very well done. Read enough of these and you eventually get the same points (sectors, themes, everyone do their part, etc.) so will focus on some of the underappreciated/new points.

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Shanu Mathew

@ShanuMathew93

1 year

US plan to become world’s cleantech superpower "revolution is under way in sectors incl. solar, nuclear, carbon capture, & green hydrogen — goals are profound: rejuvenate country’s rustbelt, decarbonize world’s biggest economy, & wrest control of energy supply chains from China"

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Shanu Mathew

@ShanuMathew93

5 months

So blatantly partisan. What @JigarShahDC & team have done is nothing short of remarkable in such little time. Turned it into a power house for innovation & funding, while restoring the office’s reputation. Also context for Solyndra below (<5% failure rate overall for high risk…

Ari Natter

@AriNatter

5 months

Republicans are vowing to make 2011's Solyndra loan scandal "look like chump change" as they investigate Biden's $400 billion green bank. Biden’s $400 Billion Green Bank at Risk as GOP Hunt New Solyndra | Bloomberg 🔓

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Shanu Mathew

@ShanuMathew93

2 months

. @BloombergNEF : China Extends Dominance of Clean-Tech Supply Chains (Despite Onshoring Push): China's share of global manufacturing capacity is now above 80% in 11 clean-tech segments

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Shanu Mathew

@ShanuMathew93

11 months

As of 6/28/23, investments announced under @POTUS : -$100 billion in US battery manufacturing & supply chain -$30 billion+ in US EV component & assembly -$9 billion+ solar manufacturing -$3.5 billion US offshore wind manufacturing facility, port, and vessel investments

Secretary Jennifer Granholm

@SecGranholm

11 months

America, we're listening. With historic investments in our electric vehicle manufacturing supply chain, the Biden-Harris Administration is investing billions to make EVs more affordable and practical. Check out our NEW EV Investment map and more:

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Shanu Mathew

@ShanuMathew93

9 months

@CJHandmer Cause it’s more about holding onto power & continuing grifts than it is getting things done, otherwise we would see that phenomenon. Best case scenario, such an uphill battle to win a seat that most change in discouraged to avoid any change that could risk loss of it but meh

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Shanu Mathew

@ShanuMathew93

2 years

Surprised to see many mentions of price gouging in O&G on my timeline. These are global commodities that compete on price & have long investment cycles. Price is set by global buyers and sellers and touch different parts of many different supply chains. Doesn’t work like that.

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Shanu Mathew

@ShanuMathew93

1 year

Woah: "JPMorgan Chase announced today a series of deals aimed at removing and storing 800,000 metric tons of carbon dioxide from the atmosphere, valued at over $200 million, marking one of the largest carbon dioxide removal (CDR) purchases to date."

JPMorgan Announces one of Largest Ever Carbon Removal Purchases - ESG Today

JPMorgan Chase announced today a series of deals aimed at removing and storing 800,000 metric tons of carbon dioxide from the atmosphere, valued at over $200 million, marking one of the largest...

www.esgtoday.com

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Shanu Mathew

@ShanuMathew93

1 month

"Microsoft record-breaking announcement that it will purchase 10.5 gigawatts of clean power from Brookfield Renewable Partners — the largest such deal ever announced — cements the tech giant as the second-largest corporate buyer of clean energy worldwide... Microsoft now trails…

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Shanu Mathew

@ShanuMathew93

2 months

Nice chart of the new EPA rules on coal and gas plants.

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Shanu Mathew

@ShanuMathew93

2 years

This chart @ramez shared is incredible. In the deck, he follows with: Solar prices are 50-100 years ahead of where the IEA expected them to be in 2010. Both such powerful visualizations.

Ramez Naam

@ramez

2 years

One of the core reasons I'm hopeful about the energy transition. Cleantech (in this case solar) keeps growing faster than all "reasonable" forecasts. (With inspiration from @AukeHoekstra and others.)

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Shanu Mathew

@ShanuMathew93

8 months

"Steel, aluminum and cement companies with the lowest emissions per ton of output outperformed peers by an average of 56% in terms of share-price gains over the past five years, and did so with 45% lower average emissions, according to our analysis of 90 global companies"

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Shanu Mathew

@ShanuMathew93

1 year

Random epiphany: Having a unique name is something you dread as a child and increasingly appreciate as an adult. I hated my name and let people mispronounce it for years. Now, my face lights up when I get to tell people about where my parents are from and why they named me it.

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Shanu Mathew

@ShanuMathew93

2 months

@Trevor_Lane They just chose to not run any offensive scheme while Denver picked apart the lead… makes no sense

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Shanu Mathew

@ShanuMathew93

11 months

First sub hour 10K for me this AM! ✅🤙🏾

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Shanu Mathew

@ShanuMathew93

10 months

Here come the batteries in the US. From Sunrun ($RUN) earnings yesterday: -Nationwide attachment rates = 18% (+4% YoY) -Recent sales activities closer to >30% attachment rates nationally -In California, attachment rates are exceeding 80% -Installed over 100 MWhrs in 2Q23

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Shanu Mathew

@ShanuMathew93

10 days

From my brother in law who works in the space

Shanu Mathew

@ShanuMathew93

10 days

What is the best explanation of where all the US utility transmission & distribution capex get spent if so little transmission has been built in recent years compared to historical baselines? I know it's getting more expensive but where does the bulk of this $ get spent?

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Shanu Mathew

@ShanuMathew93

3 months

Some thoughts on power & and AI data centers: 1) Tech giants care about SPEED TO MARKET. ANY power > CLEAN power in that order. They also care about sustainability targets and will still pursue them but will not forego tech targets in name of sustainability targets.

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Shanu Mathew

@ShanuMathew93

6 months

As IRA repeal risk rumors get louder given political winds, good reminder that many states (incl. majority R states) have benefitted! Top 10 states receiving the most clean energy funding (projects announced from August 2022–August 2023) via data from @USCleanPower

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Shanu Mathew

@ShanuMathew93

6 months

US Hydrogen names not taking the leaked draft news well

Shanu Mathew

@ShanuMathew93

6 months

Hydrogen tax credit draft leaked... might require hydrogen production operations to be powered by wind/solar/other clean w/in last 3 yrs. Also whether & when projects should face hourly time-matching requirements.

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Shanu Mathew

@ShanuMathew93

5 months

Holy…. What! This is 1/2 what people used to think the major threshold would be for EV batteries to make EVs more cost competitive

Kevin Gunan Shang

@KevinGShang

5 months

Several sources indicate the price of #EV #LFP #battery cells in China is falling below US$56/kWh; Leapmotor said the price can be further squeezed to US$45/kWh. Both #CATL and #BYD have put battery pricing reduction strategies in place for 2024. #battchat

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Shanu Mathew

@ShanuMathew93

11 months

Saw an Amazon-Rivian delivery truck in the wild in Chicago yesterday!

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Shanu Mathew

@ShanuMathew93

5 months

Might get eaten alive here but have noticed this since I post energy charts both traditional and climate tech, the climate community has such blind spots/tunnel vision on anything pertaining to FFs (e.g., namely fossil/natural gas). Energy independence, global…

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Shanu Mathew

@ShanuMathew93

3 years

This wins Christmas

Josiah Johnson

@KingJosiah54

3 years

Jesus and the apostles after drinking too much wine at his birthday party

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Shanu Mathew

@ShanuMathew93

3 years

Criminally underrated: Long morning walks with a good podcast

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Shanu Mathew

@ShanuMathew93

2 years

Genuine Q: Has the US built anything remotely close to this scale/level of development over the last 15-20 years? If so, which pockets and what about those markets/areas allowed for it?

Xiao Yewen肖业文

@XiaoYewen

2 years

China's high-speed railway

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Shanu Mathew

@ShanuMathew93

2 months

We will never accomplish the energy transition if people can’t accept negative feedback about key decarbonization technologies. Big pain point of energy/climate twitter imho. Folks get defensive any time negatives are brought up, even in good faith. It becomes tribal. Lot of…

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Shanu Mathew

@ShanuMathew93

3 years

“It may be banking & finance, rather than national governments, that precipitate a climate action tipping point” @MichaelEMann 100% agree and while in early innings, starting to see more and more folks buy into this. Flows of capital can drive societal change meaningfully

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Shanu Mathew

@ShanuMathew93

1 year

New personal website just launched! This will house all the latest from me - media & public appearances, writing (goal to get back into it in 2023!), links to other socials, get in contact, +more. Very excited to share with y’all! . Preview below 👀🔥🫡

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Shanu Mathew

@ShanuMathew93

3 years

Growing up I was always embarrassed by my heritage, which food plays a huge part. Felt like I should copy my friends Nowadays as I embrace and take pride in my parents culture, I’m blown away by the creations my mom makes in the kitchen. From embarrassed to the envy of friends!

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Shanu Mathew

@ShanuMathew93

1 year

"China’s total electricity generation from solar and wind is enough to match the total electricity of some of the world’s largest economies [like Canada or Brazil]" @_HannahRitchie Like this chart b/c it doesn't focus on capacity installed but actual generation output.

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Shanu Mathew

@ShanuMathew93

1 year

Brookfield announced US office portfolio it manages will be powered by zero emissions electricity by 2026. 65%+ of its office space will transition by 2024, making Brookfield the nation's largest commercial real estate user of zero emissions electricity

BROOKFIELD PROPERTIES ANNOUNCES ENTIRE U.S. OFFICE PORTFOLIO TO BE POWERED BY ZERO EMISSIONS...

/PRNewswire/ -- Brookfield Properties today announced the entire U.S. office portfolio it manages will be powered by zero emissions electricity by 2026. More...

www.prnewswire.com

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Shanu Mathew

@ShanuMathew93

3 years

Grantham on Green Investing: “There may be a bubble that will affect this for a year or two, but it will come back bigger and better than other groups because of this tailwind. This is going to be the most important investment theme for the rest of your life.” probably accurate.

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Shanu Mathew

@ShanuMathew93

1 year

Crazy stat from an MS Note: "Exxon Mobil has cumulatively captured more CO2 than any company, accounting for ~40% of the global total, holds an equity share in ~20% of global CO capture capacity, is developing a number of carbon capture and sequestration projects"

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Shanu Mathew

@ShanuMathew93

2 years

God bless my mother

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Shanu Mathew

@ShanuMathew93

9 months

“I’m a big believer in the marketplace… no government is going to solve this problem. Government can help create structure, provide incentives . . . But private sector’s going to do this because there’s money to be made, a lot of money. This is the new Industrial Revolution.”

Matthew Huber

@climatedynamics

9 months

John Kerry: Energy transition is the ‘new industrial revolution’ via @FT

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Shanu Mathew

@ShanuMathew93

1 year

This isn't an argument saying all fossil fuels are bad. All energy is good-just cleaner and dirtier forms of it. I'm acknowledging on a systems basis that the current status quo results in a lot of waste we can prevent and we should redesign where we have better solutions.

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Shanu Mathew

@ShanuMathew93

3 years

As someone not well versed on Web3/decentralized computing, this ep was a godsend. @naval and @cdixon are gifted orators and this is a topic they obviously both know a lot about. Easy to digest and helps understand the long-term potential. @tferriss

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Shanu Mathew

@ShanuMathew93

1 year

Like it or not, this administration has catalyzed serious investment into key sectors/technologies of the future at a velocity we haven’t seen in years🫡🇺🇸 @POTUS @WhiteHouse @SecGranholm

John Raymond Hanger 

@johnrhanger

1 year

Good morning with good news: USA is rebuilding its industrial base and is in a manufacturing boom. It includes over $200 billion for clean energy, EVs & battery projects. Plus 16 states have had the single largest private investment in their histories.

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Shanu Mathew

@ShanuMathew93

1 year

"For a decade+, multibillion-dollar power-line projects have struggled to advance, slowed or halted by bureaucracy [or] NIMBYism. Now suddenly, several are progressing — and with them the prospect of newly unleashed clean energy as well as more resilient grids"

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Shanu Mathew

@ShanuMathew93

10 months

@historyinmemes Game of Thrones, even with the poor ending of the final two seasons. First 6 seasons were nothing short of the best entertainment ever. Last two episodes of season 6 are the best pieces of visual entertainment made!

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Shanu Mathew

@ShanuMathew93

2 years

This is such an important and incredible read. I’ve re-read it a few times and @ramez articulates so many points so eloquently on the energy transition, how to wean Europe off Russian O&G, why the future is brighter than the past, etc These 2 snapshots are so spot on. Must read!

Noah Smith 🐇🇺🇸🇺🇦

@Noahpinion

2 years

My interview with @ramez is out! This is a really good one, folks.

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Shanu Mathew

@ShanuMathew93

5 months

What a chart: US imports & exports of natural gas, monthly over the past ~25 years. Rise of a global LNG giant!

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Shanu Mathew

@ShanuMathew93

6 months

Hydrogen tax credit draft leaked... might require hydrogen production operations to be powered by wind/solar/other clean w/in last 3 yrs. Also whether & when projects should face hourly time-matching requirements.

Hydrogen Industry Raises Alarm Over Leaked US Tax Credit Rules

A leaked draft of Treasury Department guidance for claiming hydrogen production tax credits under President Joe Biden’s climate law is drawing warnings from advocates that the requirements may stifle...

www.bloomberg.com

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Shanu Mathew

@ShanuMathew93

2 years

The @newclimateinst report is great stuff and has a lot to unpack. Sharing some initial thoughts/reactions. In general, it is an incredible report and will help really push the dialogue forward on corporate Net Zero targets and how to assess them.

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Shanu Mathew

@ShanuMathew93

3 years

Pumped to be a part of the Inaugural @beondeck Climate Tech Fellowship cohort! Thanks @cammori and team, fired up to get going! Excited to interact with startup and climate experts to accelerate collaboration in the space #climatetech #ClimateTwitter #ondeck #ODCT1

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Shanu Mathew

@ShanuMathew93

1 year

BNEF says US lithium-ion battery cells could cost as low as $83/kWh for lithium iron phosphate (LFP) pouch cells and the production tax credit reduces cost by 42%

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Shanu Mathew

@ShanuMathew93

2 years

. @McKinsey quarterly letter addresses "Does ESG really matter—and why?" amidst the current wave of ESG backlash and I thought it was very well researched/articulated. Agree with much of it. 🧵

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Shanu Mathew

@ShanuMathew93

1 year

“At a party given by a billionaire on Shelter Island, Kurt Vonnegut informs his pal, Joseph Heller, that their host, a hedge fund manager, had made more money in a single day than Heller had earned from his wildly popular novel Catch-22 over its whole history. Heller…

Liz Simmie

@LizSimmie

1 year

I knew a guy who was very rich like way above top 1%. Every time he went to his place in Florida with a bunch of billionaires he came back super angry cause he felt like a bum

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Shanu Mathew

@ShanuMathew93

11 months

My man @ramez does an incredible job talking about key inputs/sectors to accelerating our clean energy transition, experiments we should be willing to run, and things he’s hopeful about on @drvolts podcast

Ramez Naam and David Roberts go deep on the future of clean energy

In a wide-ranging conversation, Naam explains why he's optimistic about the energy transition — and why cows, cement and steel keep him up at night.

www.canarymedia.com

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Shanu Mathew

@ShanuMathew93

5 months

Just hit 6K followed to start the new year! Thanks all for joining the ride and appreciating my tweet storms across climate, financial markets, investing, Lebron, and random vent sessions

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Shanu Mathew

@ShanuMathew93

5 months

“The rapid improvements in the technoeconomics of solar is making it increasingly appealing—and it is making forecasts progressively ropey. External forecasters are having to revise their estimates upwards” @azeem

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Shanu Mathew

@ShanuMathew93

2 months

US electricity demand growth has been flat for ~15 years but is expected to increase 1-2%+ annually from 2024-2030+, driven by electrification (transportation, heating/cooling) and rapid growth of AI. Forecasts (consultants, sellside banks, academic studies) vary on how much…

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Shanu Mathew

@ShanuMathew93

1 year

Startups in the Voluntary Carbon Markets seem to be a crowded space...

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Shanu Mathew

@ShanuMathew93

1 year

Larry Fink on anti-ESG rhetoric impacting flows: “We lost about $4 billion of flows from various states, but in long-term flows last year we were awarded $400 billion. Just last year in the United States our clients entrusted us with an additional $230 billion. So you tell me.”

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Shanu Mathew

@ShanuMathew93

1 year

Survived my first ski weekend - I get the hype. Colorado is epic 🤙🏾

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