Tennant Reed

Tennant Reed @tennantreed.bsky.social [ View ] Jul 04, 2024 at 05:16 UTC

Fast playgrounds next to kid chargers, got it. Coming up

0 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 27, 2024 at 22:12 UTC

OUT NOW: an LMSU live episode, summing up the National Australian Built Environment Ratings Scheme / Commercial Building Disclosure Conference. Features a novel substitute for me (don’t worry, he too loves CBAMs) and extreme contest tactics from Frankie! podcasts.apple.com/au/podcast/l...

0 replies 0 reposts 2 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 26, 2024 at 00:11 UTC

The memes write themselves

1 replies 0 reposts 3 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 25, 2024 at 23:08 UTC

And the final bit of the release!

0 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 25, 2024 at 23:08 UTC

Australian Industry Group response to the release of the 2024 Integrated System Plan - "Electricity plan demands all hands on deck"

1 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 25, 2024 at 21:33 UTC

2024 Integrated System Plan: it’s here, it’s clear, get into it: aemo.com.au/energy-syste...

0 replies 1 reposts 2 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 25, 2024 at 08:41 UTC

Super on point! This is a paper we have wished for. Onto the pile it goes

0 replies 0 reposts 4 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 24, 2024 at 21:10 UTC

Interesting update from the US context - lots of effort & interest re new nuclear there, but also some big caution from the financial scars of the most recent projects

0 replies 1 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 21, 2024 at 04:22 UTC

Not just carbonated ones!

0 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 19, 2024 at 23:41 UTC

OUT NOW and EXCLUSIVE to Patreon backers: Let Me Sum Up podcast rapid reaction to emissions target and nuclear energy announcements from the Federal Opposition. Incredible content, in at least two senses! www.patreon.com/posts/106520...

0 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 19, 2024 at 04:03 UTC

Statement by Australian Industry Group on the energy policy announcement from the Coalition today: www.aigroup.com.au/news/media-c...

1 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 14, 2024 at 07:57 UTC

I spoke at #australianenergyweek today about taking Australian energy advantage seriously. Success will be worthwhile, but very demanding!
www.linkedin.com/pulse/sun-ha...

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 13, 2024 at 21:39 UTC

OUT NOW: a special all-request ask-us-anything 50th episode of the Let Me Sum Up podcast! So many great questions! What makes a good paper? What are useful uses of IAMs? Who are we being sent back in time to assassinate? (Wait, what?)

podcasts.apple.com/au/podcast/l...

0 replies 0 reposts 2 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 12, 2024 at 10:51 UTC

Huzzah! Onto the pile it goes!

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 07, 2024 at 08:00 UTC

Last call for LMSU AMA questions! we’ve got a great bunch but will take more via mailbag@letmesumup.net by end of 9 June. Energy conundrums! Climate queries! Podcast behind the scenes-ery! Pop culture! (time travel questions fully covered, however) Audio questions extra welcome!

0 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 03, 2024 at 00:58 UTC

(Though we have done GSOO)

0 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 03, 2024 at 00:56 UTC

We have not! Onto The Pile it goes!

1 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] Jun 02, 2024 at 21:42 UTC

Calling All Summerupperers! View this heartfelt, blanket-enhanced plea from the LMSU team for your questions ahead of our special AMA 50th episode! Get questions in (as audio, text or meme) to mailbag@letmesumup.net by 10/6 and grill us on anything.

www.dropbox.com/scl/fi/e4n1i...

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 30, 2024 at 21:18 UTC

(Technically you could also find out by reading the strategy, which you can do here: www.industry.gov.au/publications...)

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 30, 2024 at 21:15 UTC

OUT NOW: Australia’s Future Gas Strategy! What’s in it, what’s not in it, and why does Frankie eventually run out of words about it? You can only find out by listening to Let Me Sum Up! podcasts.apple.com/au/podcast/l...

2 replies 2 reposts 2 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 30, 2024 at 06:53 UTC

To the extent that extra demand actually results, yes! But IT efficiency mavens are dubious that will happen. One more thing for us all to consider!

0 replies 0 reposts 2 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 28, 2024 at 22:05 UTC

www.afr.com/chanticleer/...

Will AI energy demand be disruptively big?
A) Morgan Stanley numbers are not apocalyptic
B) Amory Lovins told the EEC conference recently that efficiency & other factors would greatly moderate AI ⚡️ growth; this pod reached similar view: podcasts.apple.com/au/podcast/s...

2 replies 1 reposts 2 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 20, 2024 at 01:01 UTC

Neither the EU ETS nor the Australian Safeguard covers enteric fermentation emissions; neither could have a WTO-compliant border adjustment for a burden they do not impose domestically. (but energy-related methane combustion/leak is in both (EU complex) and could be adjusted for where relevant)

1 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 19, 2024 at 22:09 UTC

I think Matt is basically right here: solutions to avert Eraring extension haven’t progressed fast enough, it will need to extend a bit.
But also:
- economics of other coal surely worsen as result
- alts still need acceleration

www.afr.com/policy/energ...

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 16, 2024 at 23:34 UTC

Tell us more at mailbag@letmesumup.net !

1 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 16, 2024 at 23:25 UTC

On the solar supply chain production credits: while the motivation is fear of overreliance on China, the paradox is that a full-spectrum local supply chain will take deep partnership with Chinese solar businesses and entry of skilled Chinese workers to teach Australians.

0 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 16, 2024 at 23:25 UTC

We do need to watch associated gen & use to be confident emissions reductions are maximised, however. These H2 supports look like enough to get a significant early wedge of production going. That experience'll drive down underlying costs for the waves of deployment that follow.

1 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 16, 2024 at 23:24 UTC

Some extra points that didn't quite make it in: A hydrogen production tax credit of AUD$2 per kilo of H2, combined with the expanded Hydrogen Headstart program, should be competitive with US incentives whose higher top rate is much harder to access.

1 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 16, 2024 at 22:56 UTC

Also OUT NOW, but also also EXCLUSIVE! to LMSU Patreon backers: rapid reaction to the climate & energy bits of #budget24 , featuring the sights and smells of the lockup; FuMiA; a slice of CAIC; and the insights of Evil Frankie. Here’s a sneaky preview: www.dropbox.com/scl/fi/280rs...

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 16, 2024 at 22:52 UTC

Amidst a very frantic week it was great to get the chance to share some initial reactions to the clean economy package in the 2024-25 Budget, via @guardianaustralia.bsky.social

amp.theguardian.com/commentisfre...

1 replies 2 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 16, 2024 at 22:41 UTC

Also OUT NOW, but also also EXCLUSIVE! to LMSU Patreon backers: rapid reaction to the climate & energy bits of #budget24 , featuring the sights and smells of the lockup; FuMiA; a slice of CAIC; and the insights of Evil Frankie. Here’s a sneaky preview: www.dropbox.com/scl/fi/280rs...

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 16, 2024 at 22:21 UTC

Here’s the underlying report: grattan.edu.au/wp-content/u...

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 16, 2024 at 22:20 UTC

OUT NOW: LMSU review a report on the health of the NEM wherein Tony Wood, @reevealison.bsky.social & Richard Yan beat up nearly every energy stakeholder for 15+ years of error, then offer sensible solutions to the concussed survivors.
NEM Fighter II: FIGHT! podcasts.apple.com/au/podcast/l...

2 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 14, 2024 at 10:13 UTC

$22.7b is a long way short of the tactical $100b many asked for - but more than the “what would move the needle in key industries” numbers in my dodgy spreadsheet. Lots of implementation detail to sweat! #budget2024-25

0 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 09, 2024 at 11:56 UTC

Unutterably delighted today to FINALLY fulfil my pledge to award a cake for the best submission to the Victorian 2035 emissions targets review. Promises made, promises kept. Congrats to ClimateWorks Centre! (and credit to Miilk for excellent Red Velvet)

0 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 09, 2024 at 05:46 UTC

Can’t hack the brains of the skilled workers though (as yet! and I guess the Chinese equivalent of Major Kusanagi would be pushing back on that one)

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 03, 2024 at 08:20 UTC

Very possible, though anxiety about supply chains has a lifespan not necessarily correlated with the production credit duration. I guess we’ll see!

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 03, 2024 at 03:28 UTC

Initial supports would likely run their term, but after…? China nerves are out there. But the APVI plan requires deeper cooperation with China here in order to reduce reliance on physical imports…

1 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 03, 2024 at 02:12 UTC

The report calls for, and the policy appears to deliver, production credits over at least a ten year period. What happens after an initial credit period is not entirely clear to me however

1 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 03, 2024 at 00:26 UTC

Interchangeable to me! But there may be different resonances for others

0 replies 0 reposts 1 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 02, 2024 at 22:51 UTC

Rather than do increasingly baroque metaphors where reverted coal plants then gradually metamorphoses back into wind farms again, I’ll just say: if the plant’s owner had first sold all its RECs, then still claimed them for its wider portfolio, that’d be dodgy regardless of power plant lycanthropy

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 02, 2024 at 22:28 UTC

Plus acronym custard, shameless plugs, and the comforting discovery that the end of the world confirms all my opinions (about one particular film, anyway)

Here’s the underlying report! arena.gov.au/knowledge-ba...

0 replies 0 reposts 0 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 02, 2024 at 22:26 UTC

OUT NOW: Industry strategy is back! And 🇦🇺 has committed $1b to kickstart a local solar PV supply chain. LMSU pores over the @APVInstitute report that underpinned that decision. Is the strategy strategic? Is the plan less 🇨🇳, or deeper 🇨🇳? podcasts.apple.com/au/podcast/l...

4 replies 2 reposts 3 likes

Tennant Reed @tennantreed.bsky.social [ View ] May 02, 2024 at 21:59 UTC

Also a very large share of associated sequestration has been sold off - I’m more in the “this is real abatement” camp but double counting of real reductions is still double counting

1 replies 0 reposts 1 likes