Favorites August 16th 2022

David Watson

Aug 17, 2022

Shanu Mathew 🌎🌳⚡️ @ShanuMathew93

BNEF thinks $3/kg subsidy for green H2 projects is worth ~$1.91/kg dollars on a levelized basis. Can bring down avg. US cost of green hydrogen down to $2/kg by 2023. By 2030, they think levelized value of PTC would actually be > their base view for unsubsidized green H2 costs.

https://www.bnef.com/insights/29551/view

I admit, I had to reread this a few times to realize this isn't a proposed Hydrogen production subsidy. The $3/kg subsidy for green Hydrogen is *in the bill* that was signed today. Hydrogen is expected to be one of the better ways to deal with intermitency over long periods at municipal grid scales.

Simone Tagliapietra @Tagliapietra_S

Europe is learning the value of energy diversification. Today is gas, tomorrow it might be raw materials for green technologies. A new debate on domestic mining / processing / refining / recycling is urgently needed - as also indicated by REPowerEU.

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Definitely seems like a good idea to diversify: "Demand for lithium is likely to be almost 60 times as high as current consumption by 2050"

southpaw @nycsouthpaw

The supersonic airliner startup gets another firm order from an airline. Now it just has to work out how to build supersonic airliners.

cnbc.comAmerican Airlines agrees to buy 20 supersonic planes from BoomAmerican Airlines has agreed to purchase 20 supersonic Overture planes from Boom Supersonic, the second firm order for Boom in the last two years.

They say they want to run them on "sustainable" aviation fuel, and that start flight tests in 2026. Seems... unlikely to be a success.

Daniel W. Drezner @dandrezner

Even if you disagree with Liz Cheney’s policy preferences — and I disagree with most of them — she’s been right about the most important political question of her time. I wish this was true of more Republicans.

Will Saletan @saletan

"No matter what happens on Aug. 16, I'm going to wake up on Aug. 17 and continue to fight hard to ensure Donald Trump is never anywhere close to the Oval Office ever again." — @Liz_Cheney, July 24 https://t.co/bvb08MDU7P

Cheney lost her primary by 30 points, which is pretty unusual for an incumbent. I think folks on the left generally respect her integrity on this one issue. How the left should handle the situation is a bit trickier, Josh Barro’s take is scathing, although not everyone agrees that the center and center-left should do nothing to help moderate Republicans.