Six Predictions for 2026 the Models Won’t Like

Six Predictions for 2026 the Models Won’t Like

Models are useful tools. They simplify complex systems, quantify trade-offs, and provide decision-makers with concrete arguments to support their decisions. But models also share a weakness: they assume cooperation from reality. In energy, electrification, and climate...
Will Musk Derangement Destroy the EV?

Will Musk Derangement Destroy the EV?

To update readers on my 2025 harbingers posted on January 7, the title nails one thing: “2025 in One Word: DOWZH,”. Declaration: Victory. Some Fans Turn on Their Man One result is the schism between Elon Musk and his Tesla-buying fan base. However, I will...
Electric Vehicle Discoveries & Trajectories

Electric Vehicle Discoveries & Trajectories

The depth of decarbonization will ride the line where the net of cost and convenience meets that of conventional alternatives. Polling from the University of Chicago indicates 38% of Americans are willing to chip in one (1) dollar per month to fight climate change,...
Electrification at Scale

Electrification at Scale

Two weeks ago, I wrote the “electric storage industry that is grabbing all they can before someone figures out that will never be the answer to bridging gaps of intermittent renewables.” Time’s up. Utility Dive last week quoted a North American Electric Reliability...
S&P ESG, Tells of a Scam

S&P ESG, Tells of a Scam

I knew a little about ESG – environmental, social, and corporate governance. I even saved a few articles to my pile, but when Tesla was recently booted from the index and Elon Musk called it a scam, I thought, this is a good time to investigate. Musk took to Twitter,...