Great news 🎉🎉 Using food waste from Cork city, we believe DHL are the main offtaker to power their middle & long distance truck 🚛 fleet with renewable compressed natural gas (CNG / RNG)
https://t.co/2sBoPgpU7g
Cabinet has approved the Renewable Heat Obligation (RHO) Bill. A key step in developing Ireland’s biomethane and anaerobic digestion sector. This will help us get more renewable gas into the grid and unlock huge potential across the country♻️🔥🇮🇪
MV Chaumine, a Ro-Ro ship, arrives at @DublinPortCo, has 2 possible propulsion systems -> trad engines + 2x 6MW shaft generators; LNG capable
This gives vessels calling to port in the Irish trade network the opportunity to use renewable biogas bio-LNG
https://t.co/G6xDMJLpJZ
Italy have, after close consideration, reallocated €640M of their "National Recovery and Resilience Plan" that was earmarked for Hydrogen projects, and allocating it to Biomethane. This switch to a mature technology indicates seriousness & urgency
https://t.co/R9EJNywh5o
United European Car Carriers (UECC) is making significant waves in sustainable shipping, achieving a dramatic reduction in well-to-wake CO2 emissions in 2024. This monumental leap was primarily driven by the strategic bunkering of high-impact liquefied biomethane (LBM), or bioLNG
Great insight on the change in energy mix post Iberian Peninsula blackout, looking to avoid a repeat. While the official investigation has been slow to surface, evidence in actions after seem to 👉🏻 to inertia as root cause
H/t to @JonasNoeland (original post linked below)
Awaiting further clarification on root causes, but seems that high renewable loads with low intertia may be in part to blame for today's blackout in Spain & Portugal.
No doubt the great @JavierBlas will have a more detailed explanation in due course
https://t.co/gP3eDEJxGR
From Wikipedia:
Ribbon development has long been viewed as a special problem in the Republic of Ireland, where "one-off houses" proliferate on rural roads.
https://t.co/GWKsDXHtGr.
Cycle∅'s first plant in the Republic has it's planning rejected due to traffic, surface water and proximity to housing concerns.
Worth noting, while we have no opinion on this ruling, the 90 homes in a 2km radius is impossible from ribbon development
https://t.co/HgCH8qd1RY
Australia agrees it's first biomethane feed into the National grid; @AGIG_official_ signed an agreement for its first project to connect to the South Australia gas network.
Delorean Corporation @DeloreanCorp will provide up to 210 terajoules of biomethane for sale to industry 👏🏻
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Farming, and AD, are infrastructure (per @kylascan & Buffetts lens that we agree with), so turn slowly to the realm of those who can afford it.
Big firms, consolidation, no small players allowed antics.
Does the rural village only survive if it's a defacto company town?
Opinion: this has plagued me a while -> digital = frictionless, and so = speed, and capital flows to speed; both returns in smaller time windows, for small bets w/larger returns, especially for smaller teams and projects.
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So... the digital world has nearly eliminated friction (ChatGPT writes essays, Meta's AI plays your friend). The physical world drowns in it (Newark airport, infrastructure crumbles). And for those who can afford it, friction becomes an optional aesthetic choice (West Village living, curated experiences).
This is an economic system where frictionlessness is this weird commodity and understanding it is really important. Warren Buffett sees it too. He warned of maintenance coming due as he stepped down this past weekend. The simulation economy can't run without physical infrastructure (as many have said) but we've optimized for short-term ease over long-term resilience.
We've created three separate worlds operating on entirely different rules - and different levels of friction. link in next post, enjoy!
"No matter how much gas we send them, we NEVER reach the requested amount! Look, every day, we're off by at LEAST 3%. 63,000 cubic feet! 5 million dollars a year!"
Measuring natural gas is hard, especially if the receiving party is not cooperating.
So... the digital world has nearly eliminated friction (ChatGPT writes essays, Meta's AI plays your friend). The physical world drowns in it (Newark airport, infrastructure crumbles). And for those who can afford it, friction becomes an optional aesthetic choice (West Village living, curated experiences).
This is an economic system where frictionlessness is this weird commodity and understanding it is really important. Warren Buffett sees it too. He warned of maintenance coming due as he stepped down this past weekend. The simulation economy can't run without physical infrastructure (as many have said) but we've optimized for short-term ease over long-term resilience.
We've created three separate worlds operating on entirely different rules - and different levels of friction. link in next post, enjoy!
Energy security in IRE in action, c/o @Donal_Kissane (link below 👇)
Temporary Emergency Generation (TEG) dispatched evening of May 28th; hydrogen capable LM2500 fast start turbines run on natural gas now, but in future could be domestic biomethane [sic]
Energy security ahead