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Ryan Panchadsaram
@rypan
Co-author of . Advisor at .
How can we make things better than we found them? Our planet, our communities, our tools.
Ryan Panchadsaram’s Tweets
"China Wants to Be the OPEC of Renewables, but There’s Competition" - &
barrons.com/articles/esg-c
China has a significant head start. But the US and Europe are not sitting out of this race.
🇺🇸 Inflation Reduction Act + 🇪🇺 Green Deal Industrial Plan
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When the green premium plummets and becomes a green discount, market forces take over.
And in markets, there are winners and losers.
Not wanting to lose is a wildly powerful accelerant. twitter.com/AkshatRathi/st…1
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It’s not woke. It’s just a damn good stove.
New testing by :
“Induction ranges and cooktops in particular often heat the fastest, simmer steadily, and provide quicker temperature changes when you adjust a burner.”
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“Without scaling, we don't just lose jobs—we lose our hold on new technologies. Losing the ability to scale will ultimately damage our capacity to innovate.”
- Andy Grove in 2010
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When the green premium plummets and becomes a green discount, market forces take over.
And in markets, there are winners and losers.
Not wanting to lose is a wildly powerful accelerant.
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The climate theme for 2023 is competition not collaboration. Newest example.
The French minister said he is now working on a European version of the US climate act for “bigger, faster and simpler” state aid for companies. bloomberg.com/news/articles/
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Why I've become obsessed with methane (CH₄) and the 💃🪩🕺greenhouse gas dance🕺🪩💃 (I wish it were as fun as it sounds... interpretative dance submissions very welcome to lighten the mood)
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Methane stays in the atmosphere for just over a decade, but cutting emissions is critical to slow short and long-term global warming. So how do we tackle the problem?
In this episode, @shaylekann talks to @embrein, co-founder of @sparkclimate.
Listen: link.chtbl.com/MIellACQ
Listen: link.chtbl.com/MIellACQ
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🔋 2/3 of 60,000 vehicles will be electric from Oshkosh
🔌 ~1/2 of 46,000 from mainstream automakers
⚡️ Beyond 2026, 100% electric!
Every fossil fuel purchase lingers for 2 decades.
Procurement is a powerful accelerant in ending tailpipe emissions!
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"Imagine if President Eisenhower had said: “We’ll eventually build a transcontinental highway system, but only to the extent that trucking companies...cover the upfront costs.”
We’d still be fighting about it today."
- &
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The results from 's 2022 lithium-ion battery price survey are out. In 2022, observed pack prices increased for the first time to an average of $151/kWh. This is a 7% increase from last year in real terms, the first one since we've been tracking the market in 2010.⬇️
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An exceptionally American problem with remarkably simple solutions:
🚲 Build protected & separated lanes.
🚶🏾Build safer crossings & wider sidewalks.
Want to fix your city? Ask your local officials to act.
If we can build 26-lane freeways in 🇺🇸, we can do this too.
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The exceptionally American problem of rising roadway fatalities: nytimes.com/2022/11/27/ups
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VA’s new mobile app just passed 1 million downloads, with a 4.8 App Store rating. is quietly delivering one of the government’s biggest tech success stories. How’d we do it? 🧵
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#COP27 is underway & we're hosting a Twitter Space to chat with the biggest voices in the climate. Tune in Nov 14 @ 9 AM ET to hear our own & Anjali Grover in conversation with @investinclimate and
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"Net zero pledges must be about cutting emissions, not corners.” -
The made it very clear at #COP27 what a net zero commitment is. Integrity matters if we expect to cut emissions in half by 2030 & get to zero by 2050.
See the report ⤵️
un.org/sites/un2.un.o
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Did you know that while over 50% of Fortune Global 500 companies have a climate commitment, only 5% have a clear net zero goal for 2050 or earlier?
That's less than 30 companies!
If you work at one of these companies YOU can fix this
from #VERGE22 @GreenBiz on what to do 
from #VERGE22 @GreenBiz on what to do Show this thread
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“In Amsterdam right now, 50% of all commutes are on a bike. That’s easy because Amsterdam is flat…”
No. It’s because it’s phenomenally safe to ride a bike there.
Lots of flat cities in the 🇺🇸. We’re missing lanes that are separated from 🚗.
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✅ Investing in protected bike lanes will attract more people to make the switch — a critical step towards ending carbon pollution within our cities.
Tag your mayor and city officials and tell them it’s time to make it happen!
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⏳ We are running out of time, and we need wins.
Electrifying buses and cars will take 12-15 YEARS...
Adding rail to a city takes 10-20 YEARS...
Nuclear...woof...
If the will is there, creating protected lanes can take WEEKS to MONTHS.
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🏆 How do we design our streets, so it is safe enough for an 8-year-old or an 80-year-old to ride by themselves?
In a US survey, nearly 2/3 of residents said they “would be more likely to ride a bicycle if motor vehicles and bicycles were physically separated by a barrier.”
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⚠️ Why don't more people ride bikes in the United States? Simple. It is not safe.
Cyclists are six times more likely to die in the United States than in Germany, the Netherlands, or Denmark, where protected cycling infrastructure is the norm.
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🚎 Public transit helps lower emissions but we need to be doing more to tackle the climate crisis — and quickly!
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💨 Bikes produce no tailpipe emissions, while cars emit almost a pound of CO2 per mile traveled.
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🚲 Bike lanes can improve commute times, reduce congestion, create safer streets, and more importantly, eliminate emissions.
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This might come as a surprise, but protected bike lanes are the best investment of a city’s infrastructure dollars when it comes to tackling the climate crisis.
speedandscale.com/now-is-the-tim
Here’s why ⬇️ 1/8
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My ask for you today:
Take a look at your company's climate commitment.
Make sure it’s a clear and ambitious one.
If you need help, send us a note.
Because with the right goals, we can save the planet.
speedandscale.com
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"Neutralizing to Net Zero"
That's how you take aggressive action to eliminate your emissions while supporting the world's march to net zero.
In the end, the goal is clear though: your company's emissions - your company's removal = net zero.
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We need companies to do both
Start investing in carbon removal for at least a tenth of a percent of your emissions. Go bigger if you are bolder. If you do, you are a carbon catalyst!
Then buy high-quality reduction & protection offsets to neutralize your emissions.
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And other kinds of offsets? Reduction offsets (like investing in a wind farm or cleaner cooking stoves) or protection offsets (preventing deforestation)
Definitionally, these don’t count towards being net zero, but they are critical for the world to get to net zero
What to do?
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But what about offsets?
The definition for net zero by the UN and IPCC is anthropogenic emissions balanced by anthropogenic removals. Emissions. Removals.
But today, there’s a lack of high-quality removal options, both nature-based and engineered.
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Getting to net zero is going to require a transformation of our entire society.
The playbook for companies ➡️
COMMIT: Set an ambitious goal
CUT: Eliminate emissions by picking cleaner alternatives
CONSERVE: Invest in energy efficiency
REMOVE: Then remove what's left
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Setting a clear net zero goal is simple!
The road to net zero is going to be hard. But with a clear goal, every employee, every supplier, and every consumer knows what you are aiming for.
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The three issues we found were:
1. Missing Scope 3 or have defined it down
2. Don’t cover all greenhouse gas types, only carbon
3. Don’t specify their carbon removal strategy
Without these, you do not meet the definition of net zero.
What to do? Set a clear goal ➡️
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The plan is made up of OKRs: 10 objectives & 55 key results.
We set a KR to track the commitments companies were making towards net zero.
We went to *every* Fortune Global 500 company's website & dug into their ESG reports and PDFs.
We found a few patterns...
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More grants like this are needed to accelerate the production of sustainable air fuel
But costs need to drop quicker!
One category of flyer can afford the green premium: private aviation
We need national or state policy requiring private jets to use SAF. Wonky but effective ✈️
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LanzaJet's first plant will produce sustainable aviation fuel at the same cost as its fossil-fuel variety, thanks to "blended finance".
One year after @Breakthrough created a $1 billion fund to support the building of a first-of-a-kind green technology: bloomberg.com/news/articles/
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"It’s the core, it’s the heart, it’s the soul of our company..."
Porsche's North Star should be to make a P911 that makes people forget there was ever a combustible engine.
Just like Ford has done with their F-150...
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Porsche IPO today, ticker P911. Oh, and it says it won't electrify its iconic model...yet bloomberg.com/news/articles/
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We all have agency when it comes to climate action – the ability to act to produce results for people & the planet.
How are you using yours? 🫴🌏
Tune in for insights + resources from & Anjali Grover of on this week’s episode: investedinclimate.com/podcast/speed-
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“The analogy we’ve been thinking about is the backbone, the brain and the lungs," explains , referencing the Bipartisan Infrastructure Law, CHIPS and Science Act, and Inflation Reduction Act.
Listen to how they'll work together: climateone.org/audio/inflatio
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The Biden administration hopes to jump-start a new era of U.S.-led innovation & economic growth with the #IRA.
We talk implementation with /, /, Dan Bowerson/, Dean Cherminsky
Out now: climateone.org/audio/inflatio
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"Exponential progress creates exponential opportunities. And to succeed, all of it needs to happen at an accelerating rate – faster every day."
- , ,
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Something I'm thrilled to see out in the world: @VoyagerVC's decarbonization investment thesis. It's called Faster Every Day, and it's the why, what, and why now on an immense value creation from @sclarsic, @sierrap, and yours truly. You should read it. voyagervc.com/news-and-letteShow this thread
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Want to aggressively cut emissions inside your company?
Set an internal carbon price.
Empower teams to use those dollars towards investments that cut emissions or make things more efficient.
Do it in 2022. Repeat in 2023, 2024, 2025...20XX
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Want your internal carbon price to impact the way that your company works? Set up an internal fee, or create an internal trading platform for your internal carbon price.
Want to have almost no impact? Rely on offsets.
bloomberg.com/news/articles/
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