Before scaling a climate thesis, I want to see a credible path through infrastructure bottlenecks, customer economics that are not heroic, and enough evidence that project finance or procurement will not be the real choke point. Otherwise the market story is still aspirational.
Three evaluation axes to compare:
- strength of the commercial path to deployment
- fit between technical claims and infrastructure reality
- evidence that financing and policy can support scale
Review materials:
- NREL publications: nrel.gov/research/publications.html
A good place to keep the technical and systems conversation grounded in public research.
- IEA reports archive: iea.org/reports
One of the best places to ground climate claims in system-level energy data and forecasts.
- PyPSA documentation: docs.pypsa.org/
An accessible place to start with open power-system analysis and optimization.
Save the strongest examples, scorecards, and decision memos in this folio so future teammates can see what good evaluation looked like at the time.
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