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Bitcoin Hits $100,000: What Is the Value of Computation?
Bitcoin reaching $100,000 per unit has me thinking: What is the value of computation? Apologies in advance - this post may get a bit...
Ryan Daly
Dec 12, 20242 min read
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A Decade of Corporate Solar Procurement
The past decade has witnessed a rapid rise in corporate solar procurement, redefining the energy landscape. A few takeaways I wanted to...
Ryan Daly
Dec 4, 20242 min read
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Efficiency Gains in Productive Carbon Use
Sustainable development requires efficient use of carbon fuels. Gas and coal remain significant resources within the US power industry....
Ryan Daly
Nov 21, 20242 min read
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Innovation within Power Purchase Agreements
For anyone tracking renewable energy deal flows, it’s clear that Power Purchase Agreements (PPA) have become essential in scaling up...
Ryan Daly
Nov 12, 20242 min read
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Corporate Venture Capital and Nuclear Power
Venture capital and infrastructure finance seldom have direct ties. Differences in expected returns, divergent investment timelines, and...
Ryan Daly
Nov 12, 20242 min read
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Variability in Carbon Efficiency of Enabling Hydrogen
The Department of Energy (DOE) hydrogen hubs may shape the future of the U.S. hydrogen economy, each with different focuses. Some...
Ryan Daly
Nov 12, 20241 min read
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Beware of Market Averages
Anyone get a sinking feeling when applying market data averages to future cleanenergy investments? Fair warning, this is a long – but...
Ryan Daly
Nov 12, 20242 min read
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Increasing Returns on Carbon Reduction Efforts
Ever considered how maximizing your return on carbon reduction would impact your company's sustainability strategy? Not all grids are...
Ryan Daly
Nov 12, 20241 min read
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Is Electricity Access a Human Right?
Is electricity access a human right? Wherever you fall on the topic, often affordability is a crucial consideration when first time...
Ryan Daly
Nov 12, 20241 min read
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Public Energy Research Funding Rankings
Who will lead tomorrow’s energy innovation? Looking at the last 20 years of data of public investments in energy research, development,...
Ryan Daly
Nov 12, 20241 min read
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Energy and Renewable Energy Credit Price Movement
How many ways can you sell an electron? Generating revenues outside energy sales are now commonplace for power projects with renewable...
Ryan Daly
Nov 12, 20241 min read
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OffShore Wind Repair Costs
To reach netzero, IEA projects 7,800 GW of wind by 2050 – a nearly 10x increase over current deployed capacity. But are costs well...
Ryan Daly
Nov 12, 20241 min read
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Climate Finance Market Sizing
I was market sizing the depth of capital needed for climate finance into 2050, and was not finding satisfying consensus. Couple of things...
Ryan Daly
Nov 12, 20241 min read
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Innovative Climate Finance Series: Case Study in Hydrogen Infrastructure and Supply
Help me help you. ‘Innovative financing’ is a phrase used broadly. Often cited as a critical tool a host of stakeholders in the clean...
Ryan Daly
Feb 7, 20237 min read
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