renewables
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Google’s CO2 Battery Bet: Why AI Data Centers Are Pulling Long-Duration Storage Out of the Lab and Onto the Grid
Google and Energy Dome are scaling 10-hour CO2-based long-duration energy storage (20MW/200MWh-class) to close the renewables-to-AI reliability gap. Here’s the thermodynamics, the grid role, the economics, and what “LDES as infrastructure” really means.
Published Dec 31, 2025
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Copper in the AI-Industrial Era: Why the World Is Running Out of the Metal That Powers Everything
Copper has entered a new macro-industrial regime. AI data centers, global grid expansion, renewable infrastructure, collapsing ore grades, and a decade of underinvestment have fused into a structural deficit that will define the next decade. This is the deep technical and strategic picture as of November 2025.
Published Dec 3, 2025