Equity investment made founders think of money as an input that allows them to find and serve their customers. Project finance scrambles this mental map, asking founders to think of the product as an input that allows them to serve banks. More here: open.substack.com/pub/peteroli...

Stop deadnaming The Gulf of America!!

best decarbonization events in 2025, go

I have a new analysis over at The Climate Brink exploring how rates of warming have changed over the past century. Post-1970, GHGs (CO2, CH4, etc.) would have led to just under 0.2C per decade, but falling aerosols (SO2) have increased that rate to 0.25C. www.theclimatebrink....

These kind of anecdotes risk turning me into a Price Sicko. Yes, I have read (and written) a thousand different warnings about how solving climate change isn’t as simple as pricing the externality*, and yet when one beholds the shining glory of a fully operational Pigouvian battle tax in action…

end of the Should Era in climate

the climate finance companies that define the 2030s get founded right now

I think this framing "x won't solve climate change" is over. Progress is the only thing that matters, and all progress is valuable. If the argument is that solar paint won't ever matter and is absorbing money and attention that *is transferable* into other tech/product/interest, then say that.

No minced words in @amywestervelt.bsky.social's latest, driving home what the carbon capture boom is really about for the oil industry: a way to get government subsidies to pad the industry's increasing reliance on enhanced oil recovery as oil reserves decline. drilled.ghost.io/on-peak-oil-...

eyyyy congrats @peterminor.bsky.social on the launch!

great start. would love to see the financed emissions vs financed emissions reductions math tho www.reuters.com/sustainabili...

our ancestors accomplished more, with less, against worse. stay locked in.

how likely do you think it is that Trump will nationalize homeowners insurance to transfer costs of climate change from the rich and less at-risk urban north to the poorer and more disaster-exposed southeast?

goals: - decouple: GDP and emissions - couple: emissions measurement and emissions reductions

imo, faith in Elon as a savior of climate policy is misplaced, and would bet he's set on getting two things that would be much more valuable to him than subsides in the EV market he's rapidly losing: 1) dereg for his driverless cars 2) dereg for spacex launches

while mitigation is hard to pay for, it's clear that there is an opportunity to do large-scale wildfire mitigation and fuel reduction in the northeast. we don't have to make the same mistakes we made in the West. www.nytimes.com/2024/11/18/o...

ebikes rock

anyone got a corporate decarbonization starter pack for me? or, should I make one?

what are some career-making trades in decarbonization? who made their company a massive amount of money, and what did they do? maybe early PPAs?

🔥🔥🔥

taking submissions for the name for the last person to formally include 1.5C in a speech

what are the most viral forms of decarbonization? resi solar has an R value right? what about for commercial?

anyone have a read out on how COP outcomes around 6.2 and 6.4 would interact with emissions reductions (vs, say CDR or afforestation)?

now more than ever: scale profitable climate action

no bookmarks?

any climate friends over here? how is it?

what's going to be the first carbon dioxide removal pathway to get to a gigaton? I place my bet: https://peterolivier.substack.com/p/enhanced-rock-weathering-is-going But also, it's not a horserace, and success in scaling ERW would build the foundation for all kinds of CDR.

Okay.......I'm trying to create a list for Climate Bluesky folks and have made a start here. Reply here for anyone I've missed! It's US, journo/tech focused so if we can broaden it, that's nice :) https://docs.google.com/spreadsheets/d/1QSghRrJxr7tWAGi9Shpwc6QMG5iSnJrNAW9alkHY8kw/edit#gid=0

a new king?! in this economy?

all dads are climate dads https://heatmap.news/lifestyle/rise-of-the-climate-dads all my skeets are climate skeets

pretty sure current definitions of additionality are incompatible with a rapid transition and dynamic growth of carbon removal

everyone in climate: but why doesn't everyone share my incentives and preferences!?