We are pleased, and also jet-lagged.

Are long-promised solar perovskites finally hitting mass production? Tandem PV has built an automated factory line in California to produce glass coated with materials that it says can improve solar panel efficiency by…

Yes, perovskites are on their way to full scale manufacturing. We are please and proud that portfolio company Tandem PV @tandempv.bsky.social is leading the way.
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www.canarymedia.com/articles/sol...

New installment of The Sun Has Won:

Working Paper: The Impact of Renewable Electricity Generation on Grid Stability

This one is technical and wonky.

TL;DR There is no evidence that increases in renewable generation cause grid instability.
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PDF grouper-sponge-bsht.squarespace.com/s/The-Sun-Ha...

I wrote about how capital efficiency will drive the inevitable shift from fossil to renewables here:
#energysky

bsky.app/profile/plan...

"Capital deployed to build renewables rather than spent on fossil fuels is more efficiently used, produces an equivalent or better return, and carries a lower total cost. Continuing to burn fossil fuels will become a symbol of backwards thinking and poor planning."
#energysky

In review:

Watch what bankers do. They don't like to lose money.
bsky.app/profile/plan...

One reason that Trainsmission makes sense is that very little engineering and infrastructure change is necessary to roll it out. And it can roll today.

In the US and Europe, freight rail already goes everywhere that needs more power.

In many cases, Trainsmission is cheaper than new transmission.

Here is the Press Release.
cyclicmaterials.earth/resources/cy...

Exclusive | Can Old Lime Bikes and Hard Disks Counter China’s Rare-Earth Chokehold? Cyclic Materials, which just raised $75 million from investors, plans to open an Arizona recycling facility to mine expired electronic equipment for valuable commodities.

Congratulations to Cyclic Materials on raising a $75M Series C round to "Fast-Track Local and Resilient Rare Earths Supply at Global Scale". We are pleased to welcome T. Rowe Price and the Canadian Growth Fund as investors.
www.wsj.com/business/can...

QIAGEN to acquire Parse Biosciences, expanding its Sample technologies portfolio into highly scalable single-cell solutions Parse Biosciences is a fast-growing innovator in single-cell sample preparation, with technologies used in more than 3,000 labs across over 40 countries Acquisition strengthens QIAGEN’s presence in th...

We are pleased to announce the acquisition of Parse Biosciences @parse.bsky.social by Qiagen. Congratulations to the founders and employees at Parse!

corporate.qiagen.com/English/news...

Cyclic Materials is getting the rare earth recycling supply chain lined up.

Cyclic Materials and VACUUMSCHMELZE Expand Partnership to Recycle Rare Earth Magnet Manufacturing Waste in the U.S.
www.cyclicmaterials.earth/resources/cy...

New blog post:

Where data is available, it is clear that renewable generation supports grid stability. Claims otherwise are not supported by data.
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High Renewable Electricity Generation is Correlated with Increased Grid Stability
www.planetarytech.earth/posts/high-r...

Production of fuel requires capital.

Incineration of the fuel is incineration of that capital.

Cyclic Materials and Lime Announce Pioneering Partnership to Recycle Electric Motors from North American Micromobility Fleet - News - Cyclic Materials Cyclic Materials (“Cyclic”), a pioneer in the circular supply of rare earth elements (REEs), and Lime, the world’s largest provider of shared micromobility electric vehicles, announce a strategic agre...

More nice progress from portfolio company Cyclic Materials www.cyclicmaterials.earth, which today announced a motor recycling partnership with Lime.

Operations start in the next few weeks.

#circulareconomy

www.cyclicmaterials.earth/news/cyclic-...

Solvay expands rare earths production as Chinese export curbs highlight risks to Europe Belgian company hopes La Rochelle plant will help it meet 30% of European demand by 2030

Nice coverage in the FT of Solvay's shift to using recycled rare earth elements in partnership with portfolio company Cyclic Materials cyclicmaterials.earth.
#REE #recycling #criticalmaterials
www.ft.com/content/db79...

Cyclic Materials to Invest Over USD $20M in its First Commercial Facility in the United States Cyclic Materials, the advanced recycling company creating a circular supply chain for rare earth elements (REEs) and other critical materials, today announce...

Portfolio company Cyclic Materials today announced a $20M investment in its first full scale rare earth recycling facility in Arizona.

Investors now include Microsoft, Hitachi Ventures, BMW iVentures, ArcTern, Fifth Wall, and Amazon.

cyclicmaterials.earth

www.businesswire.com/news/home/20...

Congratulations to portfolio company Tandem PV @tandempv.bsky.social on raising $50M to commercialize tandem perovskite modules manufactured in the U.S.

Current module efficiencies are at 28% and are expected to reach 30% by late 2025.
www.tandempv.com/news/tandem-...

Planetary Technologies is an investment fund with the mission to find scalable technologies that can help the world mature beyond fossil fuels at the pace necessary to avoid unsustainable warming. Pla... Today we publish the first in depth Research Report from Planetary Technologies. Here is the PDF: “ The Sun Has Won, Part 1: Market Inevitabilities In Electricity Production ”, by Rob Carlson , Mana...

The Sun Has Won, Part 1: Market Inevitabilities In Electricity Production (2022)

"The marginal cost of electricity production by PV and wind is zero. To produce ongoing value at fossil-fueled electricity plants requires the constant incineration of capital."
www.planetarytech.earth/posts/the-su...

There is a new installment of The Sun Has Won out today.
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Research Note: Historical and Planned U.S. Electricity Generation
www.planetarytech.earth/posts/the-su...

Planetary Technologies is an investment fund with the mission to find scalable technologies that can help the world mature beyond fossil fuels at the pace necessary to avoid unsustainable warming. Pla...

New publication examining scenarios for global PV installations out to 2050.

The Sun Has Won Research Note: Discerning Trends in PV Installation Data
www.planetarytech.earth/posts/the-su...

How to ship sunlight [FREE TO READ] Repurposing railways for solar energy transportation is one way to address the energy challenge

Here's a nice column in the @financialtimes.com on our portfolio company SunTrain and #Trainsmission, shipping electrons in batteries by rail.

We can connect generation and customers 5-10 years faster by rail than by building new wires.

Let's roll.

#energysky

www.ft.com/content/e7ba...

#German wholesale electricity prices have now fallen most of the way to their pre-war level, and appear to be on a trajectory to continue falling.

Compared to peer European economies, German wholesale electricity prices are trending to the lower end of the distribution.

The rise in renewable generation is contemporaneous with 1) an increase in stability of the #German grid, 2) an increase in GDP, and 3) a reduction in CO2 equivalent emissions.

The #German #electricity #grid became more stable between 2006 and 2023, while the share of renewable electricity generated across the grid grew from 6% to 55%

Planetary Technologies is an investment fund with the mission to find scalable technologies that can help the world mature beyond fossil fuels at the pace necessary to avoid unsustainable warming. Pla...

Published today: The Sun Has Won Research Note: German Renewables Growth and Economic Impacts

#Germany continues its progress toward a cleaner, greener, more efficient economy.
www.planetarytech.earth/posts/the-su...

PV installation in China is dominating global trends. Top Panel: Absolute annual PV installation inside China and outside China. Middle Panel: Annual percentage growth in installed PV. The ex-China percentage growth is calculated with respect to ex-China installation, not with respect to global installation (which would include China). Bottom Panel: China's contribution to annual global installation. Data as of January, 2024. (Source: BloombergNEF, Planetary Technologies)

Here is a new Research Note in series The Sun Has Won:

China Solar PV Installation Trends And Implications

Full PDF here:
www.planetarytech.earth/posts/the-su...

Planetary Technologies is an investment fund with the mission to find scalable technologies that can...

Previously:

"We are now in an era in which every dollar spent on new PV displaces higher cost fossil-fueled electricity production."

The Sun Has Won, Part 1: Market Inevitabilities In Electricity Production
www.planetarytech.earth/posts/the-su...

Brian Finrow on LinkedIn: Lumen Bioscience awarded $16.2 million to advance C. difficile treatment |... Big news today from Lumen Bioscience's C. difficile infection prevention program (LMN-201): funding for our our large, late late-stage trial (the REPREVE… | 13 comments on LinkedIn

More info here on the upcoming clinical trial for Lumen Bio's breakthrough biologic for preventing C. dificile reinfection:

www.linkedin.com/posts/finrow...

LMN-201 is the most complex biologic ever developed, composed of three antibodies that neutralize separate domains on the same protein, along with a lysin that specifically targets C. dificile. This complexity is only possible due to Lumen Bio's vast economic advantage.
www.lumen.bio/news/lumen-b...

Cow farts are bad for Earth, but cow burps are worse. New plan could help cows belch less. Both ends of a cow produce methane, but 97% of all the methane gas from a cow is released by belching. A company wants to help them belch less.

And here is a story on CNN about Lumen Biosciences @LumenBio winning the Wilkes Climate Prize for its proposal to reduce methane emissions from cattle.
www.usatoday.com/story/news/n...