Direct Air Capture- a viable dream or impossible

Courtesy of CB Insights

I have been working through the latest IEA report “Direct Air Capture: a key technology for net-zero

I have to be utterly honest here, I really struggle with the viability (as it stands) for Direct Air Capture (DAC) to be a significant contributor to achieving net-zero by 2050.

If we cannot soon demonstrate AT SCALE the viability I think this pursuit of capturing CO2 directly from the air is a distraction, huge experimentation that deflects us and much needed financial and human capital away from more proven (at scale) technologies or solutions. Continue reading

My energy wish list as we move towards 2022

visual source dreamstime.com

Many of us have wish lists or resolutions as we get towards the end of one year and think about what we want out of next year.

So I decided to do a top of the mind wish list for the Energy Transition

Now we all can add to this but here are my nineteen wishes for kicking off 2022 in a focused way for the Energy Transition we all need to gather momentum, in really serious ways. Can you improve on this wish list?

Some of the ideas or thoughts are in the links provided. Happy holiday reading! Continue reading

The World Awaits, What is the Energy and Climate Outlook?

I have been reading IEA’s World Energy Outlook 2021 (WEO), issued a month earlier in October, specifically because of the COP26 Climate Change
Conference meeting in Glasgow in a few weeks time.

This is the IEA flagship report, a 380 plus page report has for this year’s edition of the WEO been designed, exceptionally, as a guidebook to COP26.
It spells out clearly what is at stake.

This COP – short for the Conference of the Parties, the main decision-making body of the United Nations Framework Convention on Climate Change – is particularly significant. This COP session is being held between 31st October to 12th November 2021 and perhaps is the most pivotal climate meeting to date. Why?

It is the first test of the readiness of countries to submit new and more ambitious commitments under the 2015 Paris Agreement. It is also an opportunity – as the WEO-2021 states – to provide an “unmistakable signal” that accelerates the transition to clean energy worldwide.

I wanted to “lift out” of the report a few very short but essential messages provided in this report that give the essential snapshot. Continue reading

Rethinking Energy is driven by Disruption

Clean energy, growing the potential of Electricity – Image rights RethinkX

I have been absorbing a couple of interesting research reports from RethinkX,  an independent think tank that analyzes and forecasts the speed and scale of technology-driven disruption and its implications across society. They produce impartial, data-driven analyses that identify pivotal choices by investors, business, policy and civic leaders to stimulate thinking and promote avenues of disruptive change.

Firstly on Rethinking Climate Change on how Humanity can choose to reduce emissions 90% by 2035 through the disruption of Energy, Transportation, and Food with existing technologies.

Secondly, the Energy Report – Rethinking Energy 2020-2030 100% Solar, Wind, and Batteries is Just the Beginning states we are on the cusp of the fastest, deepest, most profound disruption of the energy sector in over a century. Like most disruptions, this one is being driven by the convergence of several key technologies.

Both of these reports are well worth the time to really read and absorb. This is some “sterling” work by  Tony Seba, James Arbib, Adam Dorr and other members of the RethinkX team.

So where do you “sit” on this report and the acceptance and realities of the proposal in time, consequences and complexity?

Continue reading

My multipliers for innovation at the Front End of Energy

Following my last post, “Putting innovation into energy, sparking transformation“, I want to outline why I am focusing increasingly on this front end of the energy transition (FEE) within my innovation work.

For me, it is the ability to apply the “multiplier effect” to any discovery and validation that accelerates the understanding of where the potential growth and impact points of a new business opportunity can occur.

Today, we are all trying to piece together the Energy Transition.

The claim is that there are solutions abound to move us towards the Energy Transition we all need of clean, reliable, energy built upon renewables, but I honestly don’t share that current optimism; we actuaölly have an awfully long way to go in discovery, application and adoption. Continue reading

Putting innovation into energy, sparking transformation

I see the front end of energy as the critical feeding-in point for the energy transition. So what does this mean exactly?

The front end of energy for me is the point of discovery and validation. It is the place I feel I can make the best contribution within the energy transition. The discovery is where the stimulus and catalyst point to take an idea to commercialization.

This capturing, evolving, exploiting and exploring needs a clear management process and understanding of how to undertake this. This needs a focused innovation specialist or a systematic approach to building those innovating capabilities and capacities.

I believe there is a real gap for many organizations involved in the Energy industry; often in the recognition, they lack a real lasting, robust innovation capability, capacity and competency, as the sustaining way to help accelerate the Energy Transition journey. Continue reading

Two sides of the Energy Equation

Decarbonization is the critical component within the Energy Transition. We have to reduce our emissions down as fast as possible. The way we set about this will determine how we will manage the planet in the future.

Facing a climate that will become hotter, repressive and unpredictable is what we are all facing in the coming years. We have set ambitious targets to achieve the Paris Agreement as a legally binding international treaty on climate change. It was adopted by 196 Parties (countries) at COP 21 in Paris on 12 December 2015 and entered into force on 4 November 2016.

Its goal is to limit global warming to well below 2, preferably to 1.5 degrees Celsius, compared to pre-industrial levels.

To achieve this long-term temperature goal, countries aim to reach global peaking of greenhouse gas emissions as soon as possible to achieve a climate-neutral world by mid-century.

Reshaping the energy systems is a massive challenge Continue reading

Will Critical Mineral Supplies Stop the Energy Transition?

Image sourced: IEA report The Role of Critical Minerals in Clean Energy Transitions

An energy system powered by clean energy technologies differs profoundly from one fuelled by traditional hydrocarbon resources.

One real challenge is the impact on this energy transition that critical minerals will bring. These are new, different, perhaps more complex challenges to energy security. The shift to clean energy systems will bring potential new vulnerabilities.

The minerals needed for clean energy have huge questions over the availability and reliability of supply. There are a high concentration of production, long project development lead times, the worry over declining resource quality and growing scrutiny over environmental, social performance and climate risks.

These issues throw an increasing spotlight on supply sources and how critical mineral security can have far-reaching consequences throughout the energy system as we pivot towards a clean energy transition. Continue reading

Molten Salt Nuclear Reactors- so what’s there not to like?

Visual Source: Seaborg Technologies

Let’s discuss Nuclear in different ways than the present discussion has gone. Nuclear has been not given the debate it deserves. That needs changing in my view.

This is largely from the use of salt! Well, actually, small modular reactors offer a Nuclear future as part of our clean energy requirements.

I wrote a piece recently, “the Elephant that should be in the Energy Debate,” and it is largely because of the technology, safety and reality of what Nuclear offers in new approaches and designs that make it have a real place to be at the Energy Transition table.

Firstly what is a molten salt reactor (MSR)?

It is a class of nuclear fission reactors where the primary coolant and/or the fuel is a molten salt mixture. There are several different designs, all looking to bring small modular reactors (SMR) to market.

MSR has significant advantages over traditional nuclear reactors. Continue reading

The Elephant that should be more in the Energy Debate

Nuclear should “sit” in the Energy Transition debate is a tough one to call. The public sentiment, in general, would be against a ramping up of Nuclear after the two significant disasters etched onto our minds and stand out of Chernobyl in 1986 and Fukushima Daichi in 2011, and the human and environmental impact.

The impact of nuclear accidents has been debated since the first nuclear reactors were constructed in 1954. It has been a key factor in public concern about nuclear facilities ever since. Human error does happen. According to the IAEA, I was surprised by the high levels of accidents in the USA.

So why discuss an energy source that is highly contentious to argue it still has a future within the energy mix? Several reasons, many include Nuclear is still seen as a real need to deliver clean energy.

Continue reading