80. IRA first anniversary, the folly of DAC, CATL, VinFast, Russian Uranium
Update: 2023-08-20
Description
Every Sunday, Laurent and Gerard debrief the main news in the Energy Transition. On the menu:
- Inflation Reduction Act celebrates its first anniversary. Glass 60% full
- Direct Air Capture has the best lobbyists, but is dreadful (see below for additional material)
- CATL leaps ahead - 400km charge in 10mns!!!!
- EV SPACs. Not a great track record.
- From Russia with love: Uranium, caviar and vodka. Which of these 3 is not sanctioned?
Excellent papers on Direct Air Capture:
Michael Barnard: https://cleantechnica.com/2023/08/16/carbon-engineering-was-always-a-figleaf-for-fossil-fuel-industry-now-its-owned-outright-by-them/
Paul Martin: Why Direct Air Capture Sucks (and not in a good way!)
https://www.linkedin.com/pulse/why-direct-air-capture-sucks-good-way-paul-martin
- Inflation Reduction Act celebrates its first anniversary. Glass 60% full
- Direct Air Capture has the best lobbyists, but is dreadful (see below for additional material)
- CATL leaps ahead - 400km charge in 10mns!!!!
- EV SPACs. Not a great track record.
- From Russia with love: Uranium, caviar and vodka. Which of these 3 is not sanctioned?
Excellent papers on Direct Air Capture:
Michael Barnard: https://cleantechnica.com/2023/08/16/carbon-engineering-was-always-a-figleaf-for-fossil-fuel-industry-now-its-owned-outright-by-them/
Paul Martin: Why Direct Air Capture Sucks (and not in a good way!)
https://www.linkedin.com/pulse/why-direct-air-capture-sucks-good-way-paul-martin
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