technologists for the environment

Chris Sacca the legendary early investor of Uber, Twitter, Instagram, Stripe, Kickstarter claims he no lo ger investing in tech, he will invest only in envirnment, democracy and justice

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Ramez Namm is a former Microsoft whio gained fame as a science fiction writer. He is a staunch bliever that clean technology has legs to run on its own. He tours the world, lecturing fund managers on how they should invest for money not for morals

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brick inflation vs. green inflation

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Central banks have a problem, they can’t create inflation. ECB is the worst plagued by that.

So the Chief Economist Lane suggests to add real estate costs to CPI and pump up inflation accordingly, real estate markets are in a bull run Philip Lane, the ECB’s chief economist, has been even more specific. “We at the ECB would agree that there should be more weight on housing,” Read more at: Copyright © BloombergQuint

ECB Chief Lagarde does not mention inflation at all but only green. Decarbonization would be a great way to add some inflation to the system

A carbon tax is more or less an oil shock where the surplus stay in the domestic economic rather than flying to Saudi Arabia. Carbon tax would make great financial sense if the target is higher inflation (of course it will shock the economy, reallocate resources among economic sectors, offer various option on how to redistribute the increased taxes imagine a carbon dividend for example) So a green oil shock would serve many purposes and open up many dimensions of public policy

Green QE story


Hydrogen post

Hydrogen elctrolysis can be economic efficient in a scenario of abundant renewables generation and carbon tax. Froma tweetstorm, full of useful charts

Blue Hydrogen is the cheapest option to decarbonise heavy industries. Green hydrogen more stringent on electricity cost and/or hydrolysis learning curve

Report IEA “The future of Hydrogen”

Report SNAM-McKinsey “THE HYDROGEN CHALLENGE: The potential of hydrogen in Italy””

Eurelectric Decarbonisation Pathways

energy, follow the money

Screenshot 2019-06-12 at 11.26.03US dominance in oil makes impossible to reduce emissions and meet green targets

new shale oil developments will eat all of USA allowances of carbon emissions under Paris Agreement

1,9 trillion from banks to fossil fules in USA since Paris in 2016

only 1,3% of investments to renewables by oil majors

thanks to Adam Tooze, links to specific tweets:

based on reports from:

Rainforest Action Network

(will all these links survive of be lost as tears in the rain ? Should I screenshots like there is no (internet) tomorrow?)

here’s the screens 🙂