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? 2023’s Most Headliney-Headlines #178

Climate Tech VC

Look forward to 2024 predictions from many of your favorite clairvoyant climate voices. Since the IRA passed, 265 clean energy and manufacturing projects worth $100B+ have been announced. Proterra, the dominant electric bus maker, was just one high profile example. 👻 Spooky season for clean energy stocks.

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The prospects for I-1631 eliminating 20 million tons of carbon pollution annually by 2035

Low Carbon Prosperity

While 70% of total expenditures are directed toward “Clean Energy & Clean Air” investments, additional claims on those funds may diminish the amount made available for direct emission reduction activities. 3 Less coverage generally lowers price signal impacts, unless the changes for those sectors require a much higher price signal.

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See How Louisiana’s Growing Fossil Fuel Industry Threatens Climate and Justice Promises

DeSmogBlog

Three barges at Cheniere Energy’s LNG export terminal on the Sabine Pass in Cameron Parish, Louisiana, September 30, 2023. While “green” hydrogen fuel can be produced with renewable energy, that process is cost prohibitive for now. Credit: Julie Dermansky. Flight provided by Southwings. Credit: Julie Dermansky. If the U.S.

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Thanks to Manchin, IRA’s Methane Fee on Big Oil Is Riddled With Massive Holes

DeSmogBlog

The newly enacted Inflation Reduction Act contains the world’s first-ever fee on methane, a powerful greenhouse gas believed to be responsible for roughly 30 percent of global temperature rise since the Industrial Revolution. billion in financial incentives to clean up their methane.”

Methane 77
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? Green linings & lessons from breakthroughs #159

Climate Tech VC

A medley of milestones for climate tech startups Conversations on Twitter and in climate chatrooms continue to have a doomerism-meets-pessimism tone, but over the last two weeks some cold, hard progress from climate tech startups working on geothermal energy, SAFs, and decarbonized cement is cutting through the gloom.

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The Uncertain Future of Gas Exports on Louisiana’s Vanishing Coastline

DeSmogBlog

The power lines had been replaced four times in the past two decades. “It Department of Energy (DOE) revises its review process. America’s Gas Export Boom In order for an LNG project to constructed, it needs to obtain authorisation from the Department of Energy to export to countries that don’t have a free-trade agreement with the U.S.

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? Methane monitoring goes stratospheric #185

Climate Tech VC

Responsible for nearly a third of global warming and a quarter of global energy, methane matters.   In deals this week $145m for lithium extraction, $52m for methane emissions detection, and $40m for sustainable aviation fuel.   This list is far from representative of the biggest methane MRV players.