Julian Spector of Canary Media reports on his findings regarding existing operating capacity in the US clean hydrogen market.
Prediction Not checkable as stated
Spector: Home battery pack supply constraints have effectively ended
“It's just kind of a whole new world where instead of having that whole market dependent on, like, how many units Tesla feels like shipping this quarter there's now seemingly not going to be any real constraint on the supply of battery packs to homes.”
Prediction Not checkable as stated
Spector: A real carbon capture market will emerge this decade
“I think we might actually start seeing a real carbon capture market appearing in, in the next decade because of these credits.”
Assertion Supported
Spector: Clean Energy Factories Are the Top Job Creators in Several States
“In many of these states up into like new clean energy factories are the biggest new job creators in the entire state. And we're talking like Georgia, Tennessee you know, West Virginia, like, you know, places that, that are really eager to have these, even if p…”
Assertion Supported
IRA Puts US on Track for 40% Emissions Cut by 2030
“If you average out the outlooks now We're headed for, on the high end of the spectrum, cutting the U.S. Emissions economy-wide, 40% from the 2005 levels by 2030.”
Opinion
Spector: Hawaii transition failure would be an unforced error aiding critics
“If things don't go smoothly, it certainly could give fodder to people who say that, hey, it's dangerous to move too fast on this stuff, or, you know, we need these coal plants, they're reliable, and this new, newfangled stuff isn't. You know, so that, that wou…”
Assertion Supported
US DOE commits $7 billion to regional hydrogen hubs
“President Biden announced these hydrogen hubs where the DOE is, is putting a total of seven billion dollars into these regional clusters of hydrogen production and use and transportation and distribution in different corners of America.”