Alan Cordova

40 Followers
56 Following
193 Posts
PronounsHe / him / his
Hashtags#energymastodon, #energytwitter
LocationSan Francisco, CA
Account typePersonal (views my own)
“‘The world remains in an energy addition mode, rather than a clear transition.’” https://www.ft.com/content/c4068478-c091-4e87-a3cd-5bfc71281ec8?shareType=gift
Client Challenge

"#Pakistan’s experience offers critical insights into managing the #cleanenergy transition, particularly in integrating #renewableenergy within complex economic and political landscapes. Global grid operators must reassess their approach to prosumers; consumers who are also producers, and increasingly embracing advanced distributed renewable technologies like #solar, #wind and #batterystorage." https://bit.ly/4hYA8AZ

"With projected #emissions from land-use change (such as deforestation) of 4.2 billion tonnes, total CO₂ emissions are projected to be 41.6 billion tonnes in 2024, up from 40.6 billion tonnes last year.

Over the last 10 years, fossil CO₂ emissions have risen while land-use change CO₂ emissions have declined on average – leaving overall emissions roughly level over that period. This year, both fossil and land-use change CO₂ emissions are set to rise, with drought conditions exacerbating emissions from deforestation and forest degradation fires during the El Niño climate event of 2023-2024."

https://globalcarbonbudget.org/fossil-fuel-co2-emissions-increase-again-in-2024/ #globalwarming #climatechange

GCB 2025

The critical annual update revealing the latest trends in global carbon emissions

Global Carbon Budget
Whitesides Defeats Garcia in California, Handing House Democrats a Win

George Whitesides, the former NASA chief of staff, defeated Representative Mike Garcia, a Republican, flipping a hotly contested seat in the northern suburbs of Los Angeles.

The New York Times
“To limit [#globalwarming] to 1.5C, the ratio of #cleanenergy lending and equity underwriting relative to #fossilfuels needs to average a minimum of 4 to 1 through the end of this decade…most recent data show that in 2022 that ratio was 0.73 to 1.” https://www.bloomberg.com/graphics/2024-cop29-climate-change-targets/
COP29: Is World Close to Hitting Climate Change Goals by 2030?

To have a fighting chance against global warming, key economies and industries need to hit crucial emissions targets by 2030. They’re far off track.

Bloomberg
"'Once you reach a mid-30% step up in the tax equity and hybrid transactions, the pool of underwriters willing to underwrite this risk becomes much smaller...we're seeing carriers provide nonstandard high retentions to back themselves into a step up percentage they're more comfortable with.'" https://media.licdn.com/dms/document/media/v2/D4E1FAQHJuJI2_MdX0g/feedshare-document-pdf-analyzed/feedshare-document-pdf-analyzed/0/1730993738468?e=1732147200&v=beta&t=HylmQ1_tmyD6n_eJF_F-1ZZ-zqEyh1_zgj0-EBvuT4s #taxinsurance #taxcredits
Good case study of why state utility regulators have so much influence over what generates Americans' energy: https://nyti.ms/3Yx79LB “'It’s a fourth branch of government that nobody knows about who’s in your pocket every day.'"
How a Tiny Panel, Up for Election, Could Steer Arizona Away From Clean Power

The vote, in a sunny state with huge solar potential, reflects a growing nationwide fight over America’s energy transition.

The New York Times
"Around 50% [of @ercot_iso market revenue for #energystorage systems] came from just 13 days last year, and most of those days were concentrated across June, July, and August…that's been the complete opposite of what's happened this year where revenues are down around 60-70% from where they were last year." https://phase.modo.energy/modo-the-podcast?wchannelid=vtx0dp52da&wmediaid=e1o8kqksqx
Modo - The Podcast

Brought to you by Phase by Modo Energy, the Energy Academy breaks down everything you need to know to understand how assets participate in energy markets in Great Britain.

.@kingsmillbond: "'In a single year, in a single technology, we’re providing as much new electricity as the entirety of global growth the year before.'" https://www.theatlantic.com/science/archive/2024/10/solar-power-energy-revolution-global-south/680351/ #solarpower
Cheap Solar Panels Are Changing the World

“This is unstoppable.”

The Atlantic

"The A.I. boom is leaving the tech industry in an awkward spot. After years of claiming to be environmentally friendly, some of the biggest companies in the world are making hard trade-offs between increasing profits and lowering emissions. It’s the kind of conundrum that often leaves executives wanting to have their cake and eat it, too."

https://www.nytimes.com/2024/10/22/climate/ai-big-tech-emissions.html?smid=nytcore-ios-share&referringSource=highlightShare&tgrp=ctr&pvid=E2A8CF5C-3B26-40E2-8F5C-B196064772BE

The A.I. Power Grab

Big tech companies say A.I. can help solve climate change, even as it’s driving up their emissions and raising doubts about their climate goals.

The New York Times