Show threadVivek GaniFeb 25, 2023

@ZaneSelvans IIRC there was also materials investment (plastics, other 'novel entities')

(Sidebar: some of those bioplastic biz lines may not make sense, saw https://twitter.com/ESGhound/status/1578212295355891714#m by @ESGHound at one point. Similarly with biofuels it might be a repeating playbook - see https://twitter.com/ProfSecchi/status/1624073456525488129 , https://www.greentechmedia.com/articles/read/lessons-from-the-great-algae-biofuel-bubble )

Staring at energyliteracy.com might give help with researching.

(My biases: I have concerns around energy transition optimism from a #materialblindness perspective)

ESG Hound on Twitter

“Pepsi is the perfect mark too, they got bamboozled by the 2 bit hucksters at Danimer sci ( $DNMR), who were shilling "biodegradable" plastics that were both *not* biodegradable and had 3x the carbon footprint of boring natural gas derived plastics (that's a write-up someday)”

Twitter
Vivek GaniFeb 24, 2023

Been sitting with the reframe of things like #renewableenergy as #mineralenergy as Olivia Lazard suggests:

https://youtu.be/UNkzGKTjBWM?t=1445

(see also #materialblindness / #mineralblindness per Dr. Simon Michaux)

Olivia Lazard: "Peace and Power in the Mineral Age” | The Great Simplification #58

YouTube
Show threadVivek GaniJan 11, 2023

@bethsawin Is this not more of a nuanced contextual thing? I've been starting to replace natural gas appliances for alternatives, and yet I'm also really interested in small-scale #biodigesters + #biogas stoves, rocket mass heaters, architecting better ventilation setups, etc. where appropriate.

The #electrifyeverything movement has to also think about #materialblindness , lifetime duration, rebuildability, electricity transmission, etc. or it'll breed it's own divisions.