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Three Priorities for a New Age of Electricity Load Growth

We are in a new age of electricity demand. As the recent International Energy Agency (IEA) report reminds us, electricity demand is seeing some of its highest growth rates in the past decade. Headlines keep coming on how data centers are to blame. While this may be true in…

Five Takeaways from the IEA’s 2024 Global Energy Review

In uncertain times, it helps to take a breath and look at the data. One great reference point is the International Energy Agency (IEA), and this year’s Global Energy Review provided some striking insights on clean energy in 2024. In sum? The trends are positive, but there’s still a lot…

The Energy Transition in Three Xs

As new clean technologies grow up S-curves, the incumbent technologies get pushed out in inverse S-curves.This creates an X pattern that is standard in technology history; we saw this for example in the shift from cast iron to steel and from horses to cars. 

In the Shift to Clean Energy, New Technologies Beat Old Commodities

Commodities, like coal or oil, are lumps of matter we dig out of the ground. Technologies, like solar or batteries, are things we make in factories. Technologies are the meeting of matter and knowledge. Adding human ingenuity into the mix is enough to alter the economics profoundly.