PeterKnowles

Investor | Advisor | Cleantech | ESG | Energy Transition | Commodities | Sales | Strategy | Finance | Risk | Energy Storage | Renewables | Wind | Solar | SaaS

[PeterKnowles @P_K_U_]

@TrentAA What a pass

[PeterKnowles @P_K_U_]

@elonmusk What an achievement…

[PeterKnowles @P_K_U_]

@Carra23 All the ball and no cutting edge chances, no Diaz, Diogo or Nunez…. Mane gone…. Salah’s form patchy….

[PeterKnowles @P_K_U_]

“for the first time we can double down on proven, safe and scalable clean solutions”…. Well said @MLiebreich

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

My latest for @BloombergNEF: After Ukraine - The Great Energy Price Spike is going to give way to the Great Clean Energy Acceleration.

#GreatCleanEnergyAcceleration
https://t.co/t6JjoXBOan

[PeterKnowles @P_K_U_]

@shaylekann @NatBullard and think of how we (well the WEO) underestimated in particular Solar growth year after year…. Same trend….?

[PeterKnowles @P_K_U_]

3) already see data centers and gen siting together to meet this (think @TalenEnergy)…. Interesting paradigm…. Less gen and load “on grid” at a time when unprecedented investment needed in the grid…. T&D for those still on goes a) up a lot b) up exponentially.. 🚀

[Shayle Kann @shaylekann]

The winners, both on the demand side and the supply side, will:

1) Help alleviate the grid's stress, or

2) Adapt to it by offering scalable, differentiated siting, flexible operation, etc., or

3) Avoid the grid altogether

[PeterKnowles @P_K_U_]

@EnrgyStorageCAN @CapstoneCSE @EnrgyStorageCAN keep up the good work, we need more #energstorage to drive the transition

[PeterKnowles @P_K_U_]

@shaylekann Agreed @shaylekann plus some European countries using coal as an emergency back stop if Russia turns off the natural gas….

[PeterKnowles @P_K_U_]

@shaylekann @CarbonEngineer Could not agree more @shaylekann. While we wait for clear standards and regulation confusion will rain. Standards/regulations with judgement will also add confusion. I am also interested to see how the litigation of claims evolves…. Perhaps we have legal interpretation pre regs.

[PeterKnowles @P_K_U_]

@johnarnold Fair @johnarnold sometimes people forget about the true supply chain implications ie wind and solar assets are built of materials. Focus on the lowest viable cost AND recycle (which I am sure you get given @Breakthrough is invested in @RedwoodMat)

[PeterKnowles @P_K_U_]

@JigarShahDC Agree @JigarShahDC this warrants further investigation and resolution, and it seems it has been rumbling on for a very long time.

[PeterKnowles @P_K_U_]

@johnarnold @FormEnergyInc https://t.co/liPwIGuJhB may be of interest @johnarnold

[PeterKnowles @P_K_U_]

@johnarnold Agree @johnarnold that is why there is so much money looking for alternate chemistries from solid state to your friends @FormEnergyInc with the air iron approach. Personally whilst lithium Ion is first to market I expect there will be a range of chemistries/technologies.

[PeterKnowles @P_K_U_]

@shaylekann Thanks for sharing @shaylekann many are buying into the hype and not the reality. Conversion of projections to actuals is the proof that is needed.

[PeterKnowles @P_K_U_]

@AnfieldWatch Committed.

[PeterKnowles @P_K_U_]

@jjacobs22 Hi @jjacobs22 what are the investment criteria and is there a website where I can find more details. Thanks

[PeterKnowles @P_K_U_]

@NatBullard More more more... the increase over time in those committing to science based targets is very welcome, as national pledges are still a pledge not a policy.

[PeterKnowles @P_K_U_]

@shaylekann @NatBullard and @shaylekann all the charts have the same incredible shape see the @BerkeleyLab report just released https://t.co/HNH2ziNJoK. How much storage and how to operate the grid of the future is key. @finmachines has delivered software to allow optimisation and valuation

[PeterKnowles @P_K_U_]

@shaylekann @Delta @Aemetis @JetBlue Great to see this forward progress. More More More.

[PeterKnowles @P_K_U_]

@johnarnold @bobjherman Wow, that is incredible.. most "for profit" companies would be very happy with that....