Milo McBride

@milomcbride.bsky.social

Geopolitics of Energy Technology and Minerals Fellow at the Carnegie Endowment for International Peace

Latest w/ @milomcbride.bsky.social: “The U.S. is at a strategic crossroads on whether it can compete in the global EV market, innovate next-gen batteries, and secure mineral supply chains. The first step is recognizing that all three imperatives are intertwined.” foreignpolicy.com/2025/06/05/e...

America’s Electric Vehicle Surrender

If Trump’s “big, beautiful bill” passes, the entire supply chain could be ceded to China.

foreignpolicy.com

As the green hydrogen industry collapses in real time, some incredible developments are underway in geologic hydrogen production. This is still a 2030s moonshot, but recent USGS data, wildcatter results, and the literature on its ultra-low production costs could be a gamechanger. #H2 #EnergySky

'Some of the highest natural hydrogen concentrations ever seen' | Hyterra finds 96.1% H2 in samples at newly spudded well

The natural hydrogen exploration firm plans to begin drilling second well in mid-May

hydrogeninsight.com

Exciting developments via Africa's clean energy giant: After installing about 50% of Kenya's power generation from geothermal resources, KenGen has already begun projects Ethiopia, with new exploration now underway in Zambia and Tanzania. #Kenya #EnergySky #Geothermal

KenGen secures geothermal exploration rights in Zambia and Tanzania

KenGen has secured geothermal exploration rights in Zambia and Tanzania, further strengthening its leading position for geothermal in East Africa.

thinkgeoenergy.com

An incredible graphic on the scale of uncertainty in US data center forecasts and its impact on load growth. Don Draper: "So we scare everyone into thinking exponential power demand is inevitable and the grid will break without more coal and gas-fired generation" #AI #Data #EnergySky

Bild

Great speaking with the @washingtonpost.com about China's role in the current clean energy and industrial landscape: “It is difficult to overstate China’s singular lead across clean energy technologies. The gaps are both enormous and historically unprecedented.” #China #GreenSky

How China came to dominate the world in renewable energy

China now eclipses every other country in the world — including the United States — in the green technologies of the future. Here’s how it achieved this lead.

washingtonpost.com

All this talk of mineral security is missing point. In my latest for Cipher News, I argue that developing a domestic mineral supply chain will require long-term demand, an area that clean tech manufacturing is strategically positioned. Big thanks to @amyaharder.bsky.social for this opportunity.

Clean energy manufacturing is the path to mineral security - Cipher News

To build their own supply chains for critical minerals, the EU and U.S. will need to first ensure there is large and ongoing mineral demand from the clean technology industry.

ciphernews.com

🚨For the past year, Carnegie has convened a bipartisan taskforce of past and future policymakers and industry leaders to explore the clean energy supply chain and develop a roadmap for the future. 📝Today, the taskforce released its final report and recommendations: t.co/yQtyxNDLPT

The U.S. Foreign Policy for Clean Energy Taskforce

Clean energy and associated products are increasingly essential for the security and prosperity of the United States. But if the United States is to decarbonize its own economy and do its part to cut…

t.co

Costa Rica is apparently positioning itself as a new semiconductor manufacturing hub as the U.S. looks to diversify away from Taiwan. Energy must play a part. As Taiwan loses its nuclear, Costa Rica is like 70% hydroelectricity followed by geothermal — both clean firm sources.

Bild

The oil & gas majors know the EV revolution is here and they are hedging on more plastic production to cushion the blow to crude demand. In a world where microplastics are found everywhere - from our blood to the deep sea - it’s a tragic and harmful use of resources. #EnergySky #ClimateSky

Grist@grist.org · last yr.

Exxon is quietly planning a new $8.6 billion plastics plant in Texas. Exxon's proposal for a plastics factory on the Gulf Coast raises alarms for a community already dealing with pollution. grist.org/accountabili... #Texas #Exxon #Plastic #Climate

France is an undervalued European EV leader. They've mandated parking lots be 50% solar-covered to power EV chargers (among other innovations). They lead the EU in solid-state battery manufacturing - the only tech that will compete with China in the long-term. #EVs #Europe #EnergySky

Bild
Felix Hamer • electricfelix@electricfelix.eurosky.social · 2y ago

the guys at La Chaine EV deserve a follow futureproofing France! #alwaysbecharging www.linkedin.com/posts/jclach...

India's solar installations have far outpaced grid storage (over a 100 GW PV to ~200 *MWh* BESS in 2024). This novel, 12 hr storage system a the second-of-a-kind project and uses compressed CO2. Nice momentum in LDES sector and for India's renewable build out! #India #EnergySky

India’s NTPC to deploy Energy Dome CO2 Battery at 160MWh long-duration energy storage project

Power producer NTPC will deploy Energy Dome’s CO2 Battery technology at a power plant in Karnataka, India.

energy-storage.news