Climate Drift - Skander Garroum and Marco Morawec's climate-solutions newsletter explaining decarbonization sectors, climate-tech funding, and careers in climate. A multi-contributor group blog, not a single-author written publication.
America's biggest geothermal developer just went public with Google locking in 3 GW of AI power demand.
Firm, dispatchable power earns an AI-capital premium; on-site fuel cell leader Bloom reprices higher.
A hedge fund is raising $500M to bet that a super El Nino spikes corn, palm oil and wheat prices.
No calls extracted yet — pending review.
Advanced nuclear goes public and works: X-energy IPO priced above range, first big SMR listing of cycle
Solar-plus-storage hybrids now dominate and standalone solar is the exception; battery pairing wins
China humanoid robotics is industrializing; the actuator, sensor and integrator supply chain reprices up.
No calls extracted yet — pending review.
No calls extracted yet — pending review.
