Brian Gitt @BrianGitt
I tweet about energy, investing, and decision-making. Alum @ycombinator S16 briangitt.com San Francisco, CA Joined June 2015-
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Myth: Electric vehicles protect the environment. Truth: An electric car requires 6X more minerals than a conventional car. Nearly 180,000 great apes in Africa are under threat as mining activities drive deforestation.
The rooftop solar industry is teetering on the verge of collapse. SunPower, one of the largest US solar companies, said it will wind down its residential installation service & stop direct sales. It plans to cut ~1,000 out of ~3,800 total employees.
Why do people who write headlines like the one below think this is a selling point? Let me know when it's 24/7.
JP Morgan forecasts building more wind, solar & electric vehicle capacity could increase oil production by 2 million barrels per day by 2030. Mining, manufacturing, & transporting materials used to make alt energy technologies is 100% reliant on fossil fuels.
You can’t virtue signal your way out of physics. Electric vehicles remain an inferior product in areas people care about—price, convenience, range. Without a breakthrough in new battery chemistry there's little reason to believe this will change.
You can’t virtue signal your way out of physics. Electric vehicles remain an inferior product in areas people care about—price, convenience, range. Without a breakthrough in new battery chemistry there's little reason to believe this will change.
Buckle up! Meta, Amazon, Google, and Microsoft all recognize that nuclear power stands out as the only practical choice for scaling up AI data centers with 24/7 clean energy.
Buckle up! Meta, Amazon, Google, and Microsoft all recognize that nuclear power stands out as the only practical choice for scaling up AI data centers with 24/7 clean energy.
The collapse of carbon credits will be worse than Enron. bloomberg.com/news/articles/…
Amazon is the world’s largest corporate clean energy buyer. In 2023, it announced 8.8 GW of power purchase agreements. It plans to build an enormous 960 MW nuclear-powered data center campus that will pave the way for building new nuclear power plants.
PSA: Wind & solar don't replace power plants. In 2020, 15 US states saw wind power fall below 1.5% for 42 straight hours. Batteries would be fully drained & unable to recharge due to the lack of wind & low solar output. h/t @mitchrolling @TheFrackingGuy
BBC journalist lectures the President of Guyana on developing oil & gas reserves. The hypocrisy is mind-boggling: wealthy nations get over 80% of their energy from fossil fuels & reap the benefits of prosperity from the low-cost, reliable energy they provide.
BBC journalist lectures the President of Guyana on developing oil & gas reserves. The hypocrisy is mind-boggling: wealthy nations get over 80% of their energy from fossil fuels & reap the benefits of prosperity from the low-cost, reliable energy they provide.
Nvidia’s newest super chip offer massive performance leaps & will accelerate AI to solve the world’s most important scientific problems. It uses 1,200 watts which is the same amount of power as the average US house.
More than 50% of China’s solar manufacturers could be wiped out in the next two to three years because of excess capacity.
If wind & solar are so cheap, then why do places with renewable energy mandates have higher-than-average electricity costs?
If wind & solar are so cheap, then why do places with renewable energy mandates have higher-than-average electricity costs?
“I Was Wrong About Renewables,” Says Former Green Energy Executive A twenty-year veteran of clean tech now says we need to use more, not less, energy, especially natural gas and nuclear by @BrianGitt Renewables will make electricity so cheap that they’ll pay for themselves,…
The media said renewables were so cheap that they'd pay for themselves. That was a lie. US taxpayers will spend $1 trillion subsidizing them. And they'll increase electricity prices because of their unreliability. To wit: renewables generated less electricity in 2023 than 2022.
We're watching a slow motion train wreck. Radical green policies are forcing power plants into retirement faster than they're being replaced. The fallout from these misguided policies risk destabilizing the lives of 65 million Americans in 13 states. utilitydive.com/news/pjm-coal-…
CA climate policy is supposed to be a model for the world. It is. It’s a model of what *not* to do. Despite funneling billions into solar & wind power, CA has seen no improvement in the carbon intensity of its electricity production for more than a decade. Chart by @pwrhungry
The UK gets sober on natural gas. It aimed to stop using gas power plants by 2035. Now the gov't says new gas plants are needed to keep the lights on. Turns out, the British aren't fond of shivering in the dark. bit.ly/3Txg7ak
Mark Nelson @energybants
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"clean energy" --> deforestation?
Myth: Electric vehicles protect the environment. Truth: An electric car requires 6X more minerals than a conventional car. Nearly 180,000 great apes in Africa are under threat as mining activities drive deforestation.
JP Morgan: building more wind, solar & electric vehicle capacity could INCREASE oil production by 2M barrels/day by 2030. Mining, manufacturing, & transporting materials used to make alt energy technologies is 100% reliant on fossil fuels. go to @BrianGitt, energy analyst, author…
@BrianGitt @Mining_Atoms has been writing about this for years.
I’ve said it before, and I’ll say it one more time: Electric vehicles are The Next Big Thing, and they always will be. My latest, with a thread (1/11)
"1 GW - that's the size of a meaningful nuclear power plant, only going towards training a model. Over the last few years, there was this issue of GPU production. Now I think that's getting less. But I actually think before we hit that, you're gonna run into energy constraints.…
ICYMI: Oklo signed a non-binding LOI to supply 50 MW of power to @Diamondback_EP. We're proud to offer a solution to this sector for reliable power while reducing emissions. Learn more in this @UtilityDive piece: utilitydive.com/news/oklo-diam…
🧵 Future of Publishing: 10 High-Conviction Views (1) The brightest readers are neglected by the publishing industry. Most publishers aim for the mass market and produce boring books, stuffed with fluff, optimized for predictable sales and not cover-to-cover enjoyment.
Tomorrow is the big day (!!!) — The Conservative Environmentalist will finally hit bookshelves (and hopefully your doorsteps). Opening a long-overdue dialogue on how we build a sustainable future across political ideologies, I’m beyond proud of the opportunity this book has to…
I'm glad Sam didn't throw Peter Thiel under the bus when the mob came for him.
@maxfawcett Displacing coal with natural gas does yield massive overall reductions to CO2 emissions on a global level though. What's wrong with that strategy? @BrianGitt does a great job of explaining it. Read this free book if you want to educate yourself on it: briangitt.com
A great article by @BrianGitt who came from renewable energy, and when he started to use thinking rather than just using emotions when it comes to energy and climate, quickly changed his mind in favore of MORE reliable energy and less green unreliables. public.substack.com/p/i-was-wrong-…
Banks went all in on ESG when it was profitable, not for some higher altruism. Now that that trend is fading and economic realities are setting in, its like rats fleeing a sinking ship.
Commercial update: Oklo signs LOI to supply 50 megawatts of clean, reliable, and affordable energy to power @Diamondback_EP's operations in the Permian Basin. Additional important information can be found at: oklo.com/newsroom/news-…
@Dardedar @BrianGitt @mitchrolling @TheFrackingGuy For reference, here's CA on 8/21, last summer. Data from caiso.com. At 8:00 pm, renewables, all told, were producing 3,245 MW. Wind was supplying 1,642 MW. Solar, 51 MW. Demand was 32,049 MW. So your 8:00 pm hole is 28,804 MW deep. How do you fill it?
For the direct link to the article: reutersevents.com/nuclear/data-c…
"Around a third of the more than 8,000 data centers worldwide are in the United States and electricity demand for these centers is expected to grow by around 10% a year by 2030 from 2022 to 35 GW," @Reuters. Explore how Oklo intends to design, build, own, and operate fast…
Imagine you dedicated your life to environmentalism and all of its assumptions...then imagine you realize those assumptions are all wrong... @BrianGitt prageru.com/video/confessi…
Bill Gates: "I probably have one of the highest greenhouse gas footprints of anyone on the planet. My personal flying alone is gigantic." The fact that none of these unelected globalists practice what they preach should be all the proof you need to demonstrate that they don't…