George Kamiya

digital/minerals/mobility/energy/climate

[Brian Deese @BrianCDeese]

As data center demand for power increases, there has been a lot of chatter - and alarmist headlines - about the return of electricity demand growth.

The "return to load growth" is real.

But it’s also misunderstood, misused, and likely overstated.

A 🧵

[Nat Bullard @NatBullard]

It's here: my annual presentation on decarbonization.

There is a lot going on, and I attempt to capture it in 200 slides. Ocean heat content, deforestation, fund performance, vehicle efficiency, lighting technology, GLP-1 agonists, and much more. https://t.co/DxlE3kbl13

[Evelina Stoikou @EvelinaStoikou]

The results from @BloombergNEF's 2023 lithium-ion battery price survey are out. Battery prices are back to their declining trajectory, after an unprecedented year of increases in 2022. Average pack prices reached a new record-low of $139/kWh, a 14% decline from last year.⬇️

[Devon Swezey @DevonSwezey]

I’m thrilled to share a new paper by the Google energy and climate team about why and how corporate clean energy buyers should support advanced clean electricity technologies needed to accelerate electricity grid decarbonization: https://t.co/bZnGkp4RnQ 🧵1/

[FT Energy @ftenergy]

World at ‘beginning of end’ of fossil fuel era, IEA says https://t.co/fVv4DRPwsu

[Sen. Bernie Sanders @SenSanders]

The U.S. and China should not be spending billions in planning for a war against each other. Instead, they should cut their military budgets and unite to wage war against climate change, an existential threat to both countries and the world.
https://t.co/nqFB7MclL2

[Priya L. Donti @priyald17]

Really enjoyed being on the Resources for the Future podcast talking about the promises and pitfalls of AI for climate and energy!

[James Frith @JamesTFrith]

Some really nice analysis from @colinmckerrache and the @BloombergNEF team on EV range, battery size and the impact on raw materials.

Despite looming raw material shortages, EV range and pack size are increasing bc automakers are responding to consumer concerns.

1/2

#battchat

[George Kamiya @GeorgeKamiya]

@bpetit_ @mrchrisadams Thanks Benoit. Here’s the new link — https://t.co/ZhQVvNUJfd

[T&E (🦋 find us @transportenvironment.org) @transenv]

Europe needs to decarbonise its fleet by 2050 in order to meet its climate goals.

However, without action to decrease consumption of battery metals, demand could soar 200x.
🧵

[Climate Change AI @ClimateChangeAI]

Happening tomorrow: Summer School Day 9 will cover Impacts and Regulation of #AI & #Climate.👩‍⚖️⚖️

The day is rich, featuring 5 incredible speakers: @LynnHKaack, @GeorgeKamiya, @SashaMTL, Amanda Parisenti and @alicelepissier.

Join live 👉 https://t.co/wLQnDpJtNZ

[Marc Owen Jones @marcowenjones]

🧵1/There is a large, multilingual astroturfing effort around #Cop28 on Twitter right now involving at least 100 fake accounts. The accounts in question are promoting UAE foreign policy, bashing UAE's enemies, and burnishing the UAE's environmental record #deception #greenwashing

[Fatih Birol @fbirol]

Electric cars are booming – global sales are on course to jump 35% this year

In 2019, only 2.5% of cars sold worldwide were electric

In 2023, they're set to reach 18%

Read about the implications for the energy industry & climate in @IEA’s new report ➡️ https://t.co/7oKFfpthXi

[David Zipper @DavidZipper]

GM is killing off the Chevy Bolt and retooling its factory to produce electric trucks.

In one fell swoop, a step backward for road safety, emissions mitigation, and EV affordability.

https://t.co/HbSeFirpAM

[George Kamiya @GeorgeKamiya]

@GlobalEcoGuy Definitely. Nicely covered by Wilson et al. (2020) — https://t.co/y34rlOYs1x

[Visa Siekkinen @visaskn]

USGS mineral commodity summary 2023 is out.

Here’s a short take from to critical mineral output & reserve growth.

TLDR: Mine production is growing but the reserve growth is far exceeding the demand. We are not running out of minerals. 1/5
https://t.co/k0oLh3dn9j

[Seaver Wang @wang_seaver]

How many tons of minerals might new clean power generation require over the next 30 yrs? In producing those minerals, how much CO2 may be emitted?

Our new @Joule_CP paper is out today! [THREAD]

https://t.co/XIgDWhFeMZ

[Thea Riofrancos @triofrancos]

How much lithium is needed to electrify the car-dependent status quo vs transforming the transportation system to increase mass transit, walking & cycling? Our new @cpluscp report finds dramatic differences. We can achieve more mobility with less mining 1/ https://t.co/hzgDJ6gm1o

[Paris Yimby @parisyimby]

94% of Parisians live less than 5 minutes from a bakery.

[Climate Change AI @ClimateChangeAI]

How to assess #AI’s impacts on greenhouse gas emissions and climate change adaptation? @GeorgeKamiya, @SashaMTL and @CostaSamaras will join our discussion panel on Dec 9 at 12:00 PST. You can check our whole #NeurIPS2022 workshop schedule here: https://t.co/YDVAxKloge