Alexander C. Kaufman
@AlexCKaufman
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Reporter. I write about energy, climate and geopolitics. Nonpartisan, nuanced, kind but not necessarily nice. Signal: @kaufman.11 | https://t.co/6LT2PeLneK
Bay Ridge, Brooklyn
Joined December 2009
In a report by the Edison Electric Institute, @AlexCKaufman reports, U.S. utilities are projected to invest $1.1 trillion from 2025–2029, with $208 billion slated for 2025 alone. https://t.co/LRTIU5pZzf
latitudemedia.com
The trade group found that utilities are set to spend $1.1 trillion between now and 2029.
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the best uranium mine on earth is in canada at cigar lake — 14.7% U₃O₈, ~14% of global supply. apparently, it was also under siege by wolves
China dominates the Rare Earths & Critical Metals/Minerals refining and processing. They are turning the screws on the West. Thankfully, Canada has everything required to step in and meet global demand, including abundant fossil fuels required for processing those materials.
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Hyperscalers are backing Reps. Peters and Barr's new transmission bill as part of a comprehensive permitting reform package. Here's @DCC_org with their endorsement this morning:
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The U.S. military is building up a $1 billion critical mineral stockpile to counter China's influence over the global trade in these crucial raw materials. Read more about it, plus new projections on hydrogen and Europe's flagging green steel flagship, from @AlexCKaufman
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Considering hydropower is still the single largest source of electricity in Portugal, the color coding here might be off.
If wind and solar is so cheap, why does every country that install lots of it end up with higher power prices?
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Kathy Hochul assures Westchester County Executive she will not support a restart of Indian Point or any new project there either, even though she believes Cuomo's mission to shut it down was a mistake. What a shame, but which Dems would back her instead of fight her on it, with
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NY Gov. Kathy Hochul is following in the footsteps of her fellow Democrat predecessor Andrew Cuomo: pro-nuclear in Upstate NY, anti-nuclear in Downstate NY. Closing Indian Point was the biggest energy mistake in NY history (along with closing Shoreham). We should restart it.
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Love this piece.
On pub day for WE SURVIVED THE NIGHT, I wrote about smoking weed with my dad in @NYTmag: https://t.co/JzIYLKQkHy
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Who says the Europeans can't support energy megaprojects outside their own electricity-starved continent? The European Union is backing a nearly 2-gigawatt hydroelectric project in Kyrgyzstan.
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Very cool visual story in the Financial Times on how batteries are transforming the grid in places such as California https://t.co/PUi2aksBWO
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Utah's Republican governor, @SpencerJCox, is really not happy about the Trump administration killing the nation's largest solar project.
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"Bechtel is willing to change the way it gets paid, Albert said. 'Some areas have more cost-certainty,' he said. 'We can take on more risk for some.'" One of many benefits of building reactors like the AP1000 that are no longer first-of-a-kind!
The US may have as many as 10 large nuclear power plants under construction within five years, meeting a goal set by President Donald Trump, according to Bechtel, one of the industry’s top builders
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Argentina edition of Libertarian bible ht @AlexCKaufman
The @USTreasury has concluded 4 days of intensive meetings with Minister @LuisCaputoAR and his team in DC. We discussed Argentina’s strong economic fundamentals, including structural changes already underway that will generate significant dollar-denominated exports and foreign
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PJM needs 16-23 GW of battery storage within 7-15 years, plus 17+ GW of new gas by 2032 and delayed thermal retirements to maintain grid reliability and meet resource adequacy goals, per Brattle analysis. PJM footprint needs to 16 GW of 4-hour storage by 2032 and 23 GW by 2040.
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The California hydrogen hub is dead, long live the California hydrogen hub
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NEW in this morning's Heatmap AM: 🚫 The end of a solar megaproject in Nevada 🚫 New export controls on rare earths from China 🚫 And Nestle pulls out of an alliance to control dairy emissions Read all these stories and more from @AlexCKaufman
https://t.co/kWzipkhTqM
heatmap.news
On the Chevy Bolt’s return, China’s rare earth crackdown, and Nestle’s spoiled climate push
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If it turns out this is the result of lobbying by Uber and Lyft, that's breathtakingly ironic considering the entire premise of the ridesharing industry in the first place was venture-backed apps exploiting local regulators' inability to tell the difference between a taxi and a
An entrepreneur built an alternative to Uber that allows drivers to keep more of what they earn. The D.C. Attorney General is threatening to throw him in jail if he doesn’t shut it down.
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