CS Engineered Systems

Nuclear (4th Gen, SMR) is promising, but reliance on enriched U as a fuel source remains as a supply chain issue, both in availability, and very significantly at this time, strategically. The Barron's article expands on details, worth a read. https://lnkd.in/dqndPACt

Blackrock just took a big write-down on its Global Renewable Power Fund III. Because of two ill-fated investments in Northvolt and SolarZero. Surprisingly, a $4.8 billion fund saw its internal rate of return plummet due to just two portfolio companies faltering. This fund was BlackRock's third flagship GRP fund, part of its bet on the energy transition and a push towards renewable energy and infrastructure. Many of the funds’s assets are early-stage climate infrastructure investments in: EV charging, renewable generation, and power storage and transmission. Are they simply making bad investments or is this a prequel to what to expect? What this tells me about climate tech investing: 1. The significant impact of two companies on a $4.8 billion fund suggests that traditional risk models needs reevaluation. The conventional playbook for diversification doesn't quite work in climate tech. When companies in your portfolio are all betting on similar technological advances or regulatory shifts, they tend to sink or swim together. Traditional risk models might be missing these hidden correlations. 2. The Northvolt situation is a wake-up call - throwing money at climate tech isn't enough. These companies need investors who roll up their sleeves and get involved. We're seeing a shift from passive to active investing, where deep operational expertise is just as crucial as the capital itself. 3. SolarZero, a major player in New Zealand Energy Sector, was far from an early-stage startup when BlackRock acquired it in 2022. Despite its 50-year history , something went wrong. It hints at a broader challenge: global funds rushing into new markets might be overlooking local market dynamics and regional complexities in their eagerness to deploy capital in the renewable space. As this sector matures, we need a new framework for resilient investment strategies that can better weather the failures of individual companies while capitalizing on the overall growth trend in clean energy. #climatetech #VC #investment #newbook #fundclimatetech #blackrock Link for the news in the comments.

Another Study Shows Incredible Results of Pairing Solar Panels With Agriculture: ‘Getting more from the land’ Another study has shown that combining solar panels with agriculture can significantly boost crop yields, while conserving water and generating renewable energy for areas vulnerable to climate change, a new study has shown. Research led by the University of Sheffield reveals that ‘agrivoltaics’—the practice of using the same land for farming and producing solar electricity—leads […] The post Another Study Shows Incredible Results of Pairing Solar Panels With Agriculture: ‘Getting more from the land’ appeared first on Good News Network. Quinta Pedagógica da Caria #BIODACARIA #qpcaria #agriculturabiologica #agrofloresta #agriculturasintropica #alimentosdaepoca #produtoslocais #certificacaobiologica #organicfood #certifiedorganic #nutrition #veggies #comerciojusto #biodiversidade #produçãosustentavel #ervasaromaticas #plantasmedicinais #condimentares #saúde 📌 Quinta Pedagógica da Caria 👉 Rua do Pinhal Redondo 30 🧭 2560-095 MACEIRA TVD https://lnkd.in/dQbVRq3F

American #solar manufacturing is back. And it's big.⚡ In 2017, the U.S. ranked 14th in the world for solar panel manufacturing capacity. Starting in 2018 and then accelerating in 2022, additional factories started springing up left and right throughout the country. Major investments poured into building factories and expanding existing facilities. Today, the U.S. has leapfrogged competitors and ranks 3rd in manufacture of solar panels. At full capacity, American solar module factories can now produce enough to meet nearly all demand for solar in the U.S. And this is only the beginning. As more solar deployment happens, more manufacturing will come online. https://lnkd.in/eN2FbKDg

Eland Solar and Storage Center Phase 1 is Up and Running! We’re excited to share that the Eland Solar and Storage Center, Phase 1, officially began commercial operation on November 18, 2024! This incredible project combines a 200 MW solar farm with a 150 MW/600 MWh battery energy storage system (BESS) and is located near the Barren Ridge Switching Station in California. The project was developed, is owned, and is operated by Arevon Energy, with LADWP (87.5%) and GWP (12.5%) as off-takers through SCPPA. It’s not only the largest solar and storage facility we’ve procured for our Members but also our second big step toward advancing renewable energy.

The report estimates that data center load growth has tripled over the past decade and is projected to double or triple by 2028. U.S. electricity demand is projected to account for data center expansion and the rise of artificial intelligence (AI) applications, domestic manufacturing growth, and electrification of different industries. https://lnkd.in/gKG9ex4m

Total corporate energy #storage use today exceeds 1.8 GWh, with more than 3 additional GWh contracted over the next 5 years.  Read SEIA's #SolarMeansBiz report for more on the corporate #solar and #storage sector: https://lnkd.in/et3x9dAm

A trend with promise to reshape energy (again) in the West and Pacific Northwest. Promising!

Congratulations to each in being recognized by AISC, and for the dedication, hard work, and achievements in continuing to advance the steel industry and the effective use of steel as a vital and often strategic engineering material of choice.

This is a great step forward for LADWP in managing its resources, advancing towards its clean energy goals, and in providing reliable, safe, and cost effective electric service to the City. Congratulations to LADWP and LADWP ratepayers.