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Stephen Lacey

@stephenlacey.bsky.social

Executive editor of Latitude Media. Co-host of "Open Circuit," a show decoding the energy transition.

126 Posts1377 Follower504 Folgt
Jigar Shah@jigarshahdc.bsky.social · 9mo ago

Bill Gates hasn’t made sense on Climate since he teamed up with Bjorn Lomberg in 2009. This is just a restating of Bjorn’s book from this year about how we have a finite amount of money and we shouldn’t use it for climate. What they get wrong is that climate solutions are now fully profitable.

Robinson Meyer@robinsonmeyer.bsky.social · 9mo ago

Bill Gates has a new memo out calling for a “strategic pivot” on climate change, downplaying “doomsday” talk to focus on filling enormous post-USAID budget gaps in global health and vaccine funding. I got an early glimpse of his thinking last week:

Michael Grunwald@mikegrunwald.bsky.social · last yr.

I talked to the great Open Circuit crew (@stephenlacey.bsky.social @jigarshahdc.bsky.social & Katherine Hamilton) about what energy people should know about food, and what food people can learn from the energy revolution. www.latitudemedia.com/news/open-ci...

What we learned from the ethanol disaster

Michael Grunwald on the hidden emissions of biofuels, the failure of feel-good farming, and how ag tech can learn from energy.

latitudemedia.com

Bloomberg News@bloomberg.com · last yr.

Elon Musk slammed the Senate’s latest version of President Donald Trump’s tax bill Saturday, raging online that the cuts to electric vehicle and other clean energy credits would be “incredibly destructive” to the US.

Musk Rages as Trump Tax Bill Slashes Electric Vehicle Credits

Elon Musk slammed the US Senate’s latest version of President Donald Trump’s multi-trillion dollar tax bill Saturday, warning that the cuts to electric vehicle and other clean energy credits would be “incredibly destructive” to the country.

bloom.bg

Robbie Orvis@robbieorvis.bsky.social · last yr.

Well we have the new text from Senate Budget, and we did indeed see the high water mark in the Finance text. The latest text is much worse: back to placed in service by and of 2027, same onerous and draconian FEOC requirements, NEW excise on tax on wind and solar.

Akshat Rathi@akshatrathi.bsky.social · last yr.

It's been fascinating to watch the discourse about the Spain blackout over the past month. So much of it predictable, but I'm glad all the people who think mostly about fossil fuels are having to reluctantly learn nerdy things about electricity and grids. It's clear where the future lies.

Stephen Lacey@stephenlacey.bsky.social · last yr.

Great analysis of the draft House reconciliation bill from @jessedjenkins.com and @robinsonmeyer.bsky.social on this week's Shift Key. The most depressing takeaway is that Republicans will crush stuff they claim to love -- nuclear and domestic manufacturing -- not just wind and solar. Pure lunacy.

Shift Key Special Edition: The Fight Over the Inflation Reduction Act Has Arrived

Rob and Jesse digest the Ways and Means budget bill live on air, alongside former Treasury advisor Luke Bassett.

heatmap.news

Stephen Lacey@stephenlacey.bsky.social · last yr.

I don't get how Dems still believe the "death of democracy" messaging will work, when it clearly failed in the election. Every WH action is antithetical to its policy priorities. It's the perfect chance to clearly explain the contradictions, and present genuine counter policies. What am I missing?

Stephen Lacey@stephenlacey.bsky.social · last yr.

We had a fascinating conversation with JP Morgan's Michael Cembalest on @open-circuit.bsky.social this week exploring the state of the energy transition. We discussed: Supply chain impact of tariffs Clean energy bottlenecks AI power demand realities Europe vs China 🧵Here are some of my takeaways:

Tariffs, equipment delays, rising costs: The energy transition faces some harsh realities

JP Morgan's Michael Cembalest offers a data-driven reality check on renewable growth, transmission bottlenecks, and the economics of decarbonization.

latitudemedia.com

Meade Krosby@meadekrosby.bsky.social · last yr.

Well, it's official. We just received notice that all authors on the Sixth National Climate Assessment have just been released from their roles. The NCA is a vital, Congressionally mandated resource for our nation as we prepare for the impacts of climate change. This is a huge loss.

NCA6 Update April 28, 2025 Dear NCA6 Participants, Thank you for your participation in the 6th National Climate Assessment. At this time, the scope of the NCA6 is currently being reevaluated in accordance with the Global Change Research Act of 1990. We are now releasing all current assessment participants from their roles. As plans develop for the assessment, there may be future opportunities to contribute or engage. Thank you for your service.
Stephen Lacey@stephenlacey.bsky.social · last yr.

This framing is reasonable. Yes, phasing out fossil fuels is required under any climate framework. But it's clear that positive economic, security, and innovation outcomes resonate far more with people than opposition frameworks. Also, AI will be an extraordinary tool in accelerating solutions.

Ketan Joshi@ketanjoshi.co · last yr.

I missed this when it came out but it's valuable in how it lays out how the corporatised centre-right climate space is responding to geopolitics - Lean on "abundance" - Stop opposing fossil fuels, only promote new techs - All in on AI greenwashing (like:REALLY) www.systemiq.earth/shock-therap...

1. A new frame for the sustainability agenda, based on the promise of a better life, and an abundant, thriving and safe home for all. 2. A practical contribution to near-term political priorities, especially healthy economic growth, cost of living, and security; pulling climate (in particular) out of the culture wars. 3. Demonstrated tangible improvements in the lived experience of ordinary families in their local communities, ranging from clean air to resilience to jobs. 4. A strong embrace of digital/AI technologies as a critical accelerator of the transition, provided it is combined with greater access to those technologies, especially for developing nations. 5. An unflinching recognition that the pace of the transition depends primarily on how fast the new (energy/food/materials) system can outcompete the old system. 6. A doubling down on the architecture for putting climate & nature (including physical risk) onto the spreadsheet for public and private investors, especially those (institutional owners, SWFs, family-owned businesses, private equity) that can take a longer-term view. 2 7. The embrace of multi-polarity in the international system, with increasing norm-shaping power in the hands of players from the so-called Global South.
Stephen Lacey@stephenlacey.bsky.social · last yr.

Tech giants are pouring $1 trillion into AI infrastructure, and utility executives are salivating at the chance to build expensive new power plants. But who's actually paying? @aripeskoe.bsky.social joins us on @open-circuit.bsky.social to talk about the secret deals for data centers. #energysky

Who’s really paying AI’s power bill?

As data centers push load growth to historic levels, new research reveals how utilities and developers are inking secret deals.

latitudemedia.com