Gerard Reid Profile picture
Nov 14 4 tweets 3 min read
Research Report of the Week: The #Revolution in #Semiconductors and what it means the #Power sector and the #energytransition

alexa-capital.com/news-insights/…
I am firmly convinced that we are in the middle of a revolution in the #energy world. One of the crucial points is around #digitalisation which enables #energyefficiency but at that same time depends on #electricity.
This spiral of digitalisation leading to electrification is one of the primary reasons why we are electrifying our energy systems. I can do without coal but I cannot do anything in this modern #digital world without electricity.
At the core of digitalisation are small pieces of hardware called #semiconductors or #semis and there is revolution going on there as those components move from traditional silicon to materials such as gallium-arsenide and silicon-carbide.

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More from @gerardreid14

Oct 30
I have never been as positive about our #energy #future as I am these days. Not alone do we have the #technologies and the knowhow to #decarbonise but we have massive retooling taking place in #China and the #US around key future energy technologies
Such as #solar, #wind, #batteries, #digitalisation, nextgeneration #nuclear, as well as significant technology breakthroughs in #geothermal, #heatpumps #tidalenergy, #hydrogen
What we do need to change is the negativity around #climatechange. It was thus great to read this article from @greendig criticising the god father of #energyhistory Vaclav Smil

medium.com/oneearth/ok-do…
Read 4 tweets
Sep 10
With #European energy prices at extreme levels, there are huge risks that could destabilise the whole social, economic, and political fabric of #Europe. 6 Things we need do:
1. Help Customers Save Energy
We need to help change customer behaviour and run pan #European marketing campaigns to explain the #energy challenge. I call this a “Save Energy to Save Europe,” campaign.
#Financial incentives should be introduced to encourage energy efficiency noting that small incremental changes in demand could quickly bring prices down for everyone.
Read 17 tweets

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