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Energy regulators seem to expect Christmas all year
Across the world, the public have been promised that they will be able to benefit from the falling price of renewable energy, but they have been misled. Regulators and politicians acted with the best possible motives as they sought to provide cheap and green energy, but many people failed to understand the true underlying dynamics of a system dominated by renewable energy. In moving from a system where supply could easily adjust to follow demand to one where supply would be driven by the weather, policymakers appear not to have properly accounted for the value of the stability services provided by thermal generation, nor the cost of provisioning stability for a system based on renewables.
COP26 winners and why the most important recent climate success wasn’t in Glasgow
A week on from the close of festivities in Glasgow, I want to look at some of the winners and losers and why COP26 may not have been the most important thing that happened to the climate this autumn.
Why dynamic harmonisation of energy systems is the key to the next phase of decarbonisation
Electrification with renewables will be the primary mode of the energy transition, and its weaknesses are causing the transition to stall. It’s time to discover dynamic harmonisation, the means by which we can optimally integrate multiple modes of energy and the work that it powers.
To unlock the energy transition, see electricity as a wave, not a commodity
This is the third in a series of reports on understanding the energy transition. Previous reports have looked at the roles of oil and hydrogen. This one looks at the role of the electricity grid and why our conception of value in the electricity system is holding back the energy transition.
Hydrogen will be a cornerstone of the energy transition, but doesn’t replace oil
Hydrogen has a cornerstone role to play in the next round of the transition. The question is where hydrogen will outcompete other modes, like electricity and refined petroleum.
Looking for the next Tesla? Skip EV; start where Nikola Tesla left off: The grid
The world will need many more companies that manufacture wind turbines, deploy renewables at scale and manufacture EVs. But Vestas, Ørsted and Tesla have shown the way by identifying the problem and proving the technology and the business model. The next Tesla, whether a disruptive new entrant like Tesla itself or an established company that successfully reinvents itself like Ørsted, will need to do the same for the next problem in the energy transition.
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