This week: California passes a bill to source 100% clean electricity by 2045. What does that actually mean? And more importantly, how will the target be met?
Then, writing in the New York Times this weekend, journalist Bethany McLean warned about fracking’s financial bubble. Is this a dire warning or a re-hash of old arguments?
We’ll end with a look at battery materials. Sustainability concerns are growing, while markets for lithium, nickel and cobalt fluctuate wildly. Are EVs and stationary storage batteries already shaking things up?
Recommended reading/listening:
- Political Climate: Taking 100% Clean Energy From ‘Radical’ to ‘Political Reality’
- New York Times: The Next Financial Crisis Lurks Underground
- GTM: Battery Markets and Metals Markets Have Officially Collided
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