The Ledger
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Rathi: Venture capital is overhyped for scaling global climate solutions
“From the perspective of venture capital helping scale climate solutions, I think VC is overhyped because That model might work in America, and I don't know if it's working, because there are not that many companies that have really been VC-oriented, big climat…”
Rathi: UK Reform Party polls ahead of major parties opposing net zero
“So there is a party called the Reform Party that's on the rise over here, doing in the polls better than the main two parties, Labour and Conservatives, and they are against net zero.”
Rathi: ASML cannot expand Dutch factories due to grid connection delays
“ASML, which is like the Netherlands biggest company, most valuable company, isn't able to build extra factory because it cannot get an electricity connection for the next few years.”
Rathi: Sodium-ion batteries are overhyped due to massive lithium-ion cost declines
“Given the pace at which lithium ion chemistries have fallen in price, and the amount of manufacturing capacity that's been built around the world, if I look at Bloomberg NEF projections, sodium ion will make an impact, but such a sliver, even after 2030 years,…”
Rathi: Advanced geothermal is globally overhyped due to drilling talent shortages
“The difficulty I feel like is that it's overhyped because the level of other types of talent and infrastructure that you need to deliver on advanced geothermal exists in the US, but will take a long time in other parts of the world to build. So engineers who c…”
Rathi: The nuclear reactor market will remain fragmented via national champions
“I think there'll be national champions and more of them, whereas Siemens GE and Mitsubishi are more than national champions.”
Rathi: 12,000 Dutch businesses are currently waiting for electricity grid connections
“The Netherlands has 12,000 businesses waiting for an electricity connection.”
Rathi: Transformer shortages are placing housing projects on 18-month holds
“In my reporting, like I've come across many, many projects like housing projects that are completely on hold for 18 months because they're missing this one object that they need before they can Power the area.”
Rathi: BYD scaled into an electric vehicle giant without venture capital
“Your BYD wasn't a VC-backed company while it became an electric car giant.”
Rathi: Russia and China alone have functioning civilian small modular reactors
“But the reality is the only countries that have functioning civilian small modular reactors are Russia and China.”
Rathi: Octopus Energy offers 12,000 free miles for BYD VPP participation
“So we had the CEO of Octopus Energy, which is the largest utility here in the UK on the pod, and this year, they've launched a BYD lease program, where you can just Pay monthly to get a BYD electric car, and they would give you 12,000 miles of free range in a …”
Rathi: Natural gas turbines face a years-long procurement waiting list
“Very high in demand, and there's a year's waiting list before you can get the one you want.”
NextEra CEO: Expensive gas turbines make solar-plus-storage much more attractive
“We spoke to a utility CEO, the NextEra CEO in the US, who said, you know, if gas turbines are going to be that expensive, that's just going to make solar plus batteries so much more attractive, and we'll build those instead.”