Matt Zeitlin

@zeitlin.bsky.social

An extremely well-deserved victory lap from Bishop: The “index crossed into TACO territory on Wednesday and shot through its three key precedents on Thursday,” with pivot said to begin “after President Trump’s ‘mindset started to change on Thursday evening’”

Luke Kawa@ljkawa.bsky.social · 2w ago

Signum Global’s Andrew Bishop developed a “Hormuz TACO Index” (based on Brent, 10Y UST yields, Hormuz crossings & S&P 500) to map out presidential pivot points Conclusion: “extrapolating linearly would suggest that a TACO could happen as early as 7/22 and ‘should’ happen no later than 7/30”

In recent years, only one US electricity market has consistently added new generation while keeping costs low. It’s also added more new power plants (and solar!) than anyone else. A new bill from @heinrich.senate.gov would require other grids to adopt its approach: heatmap.news/daily/heinri...

Scoop: A Key Democrat Wants to Break America’s Worst Energy Bottleneck

Senator Martin Heinrich’s bill, which makes it easier to connect new power plants to the grid, is an encouraging sign for bipartisan permitting reform.

heatmap.news

Everywhere you look in climate tech there’s a former Tesla or SpaceX doing something cool. @zeitlin.bsky.social and @emilypont.bsky.social surveyed the Musk Mafia for their takes on how the experience shaped them and what it was like working for Elon: heatmap.news/climate-tech...

Elon Musk’s Climate Tech Mafia

SpaceX and Tesla have produced executives and founders across the clean energy world. Here’s what they had to say about working for their former boss.

heatmap.news

enriched uranium, recycled uranium, power electronics, fusion power, electric boats. the founders and executives working on this stuff all worked at tesla and...spacex (?). we talked to a dozen of them about what they learned in the elonverse heatmap.news/climate-tech...

Elon Musk’s Climate Tech Mafia

SpaceX and Tesla have produced executives and founders across the clean energy world. Here’s what they had to say about working for their former boss.

heatmap.news