Innovation is changing our world faster than imaginable with commercialising innovative technologies faster than most people realise. Disruption is the result of multiple new technologies and new business models. Check out articles on energy disruption, transportation and food and agriculture.

AI Needs 5 times More Electricity than Transportation


AI computing’s surge outpaces electricity demand for transportation, potentially exceeding it due to expansive training and inference needs. Massive datacenters from tech giants necessitate immense power, raising speculation about electricity shortages. Tesla leads with significant investments in low-power and high-performance chips, aiming for exascale AI capabilities. This growth in AI computation could increase datacenter electricity use fourfold within a decade,…
Read More

Stellantis Flawed Hydrogen Strategy


Previously we outlined ten reasons hydrogen was dead for transportation, yet we see Stellantis flawed hydrogen strategy proposed by the CEO. Despite Carolos Tavares says in an online event that the cost of hydrogen mobility is ‘sky high’, just two months after introducing eight new H2 van models. He says fuel-cell road transport is ‘far from being affordable’, with cost…
Read More
Stellantis Flawed Hydrogen Strategy

Chinese Coal Drops from 70 to 45 Percent by 2030


Lauri Myllyvirta forecasts China’s coal dependency to drop from 70% to 45% by 2030, influenced by renewable expansions and energy policy shifts reported in April 2024. Despite local-global energy strategy conflicts and bureaucratic hurdles, China’s renewable energy sector is flourishing with vast solar and wind installations, and plummeting solar, battery prices. China’s energy security challenge is compounded by coal quality…
Read More
Chinese Coal Drops from 70 to 45 Percent by 2030

Fitness Wearables For Disease Prevention


Cancer, heart and lifestyle diseases are rising. Dr Synder from Harvard shows better measuring of health function using AI and wearable monitors assist in changing lifestyle diseases. Prevention is better than cure, and early detection saves lives.
Read More
Fitness Wearables For Disease Prevention

Tesla Robotaxi Finance Model


Tesla has been promising a robotaxi for some years. This is a new robotaxi finance model and confirms what Tony Seba of RethinkX, or Ark Invest all predict. The robotaxi is a trillion dollar industry and Tesla valuation will depend on delivering robotaxi services.
Read More
Tesla Robotaxi Finance Model

Scary Climate Change News 2° not 1.5° by 2040’s


Four indicators tell us a scary climate Change is more likely. Most are unaware, as they have taken the 1.5 degrees Net Zero. Research says tht the pipeline of CO2 and Methane will blow that out to 2 to 3 degrees by 2050. Aerosols, CO2 emission, and Methane are the major contributors
Read More
Scary Climate Change News 2° not 1.5° by 2040’s

Robotaxis not Rail for Sunshine Coast


Robotaxis not Rail for Sunshine Coast is a novel view of the 25 years of planning transport from Brisbane to the Sunshine Coast. The project has reached another milestone. Is it the wrong one.
Read More
Robotaxis not Rail for Sunshine Coast

eVTol the End of Helicopters


Electric vertical takeoff and landing craft – a combination of helicopter and airplane are coming in 2025 as production and regulations are met. Piloted, 4 seater aand first focus is cross city Uber style from downtown New York, Chicago, Los Angeles to the airport. Joby and Archer are well funded to be sucessful
Read More
eVTol the End of Helicopters

China’s Energy Megabase Plan 


China’s plan to have 445GW of renewabe energy in megabases to shore up the 1,200 GW planned by 2030 to be 25% low emission electricity supply.
Read More
China’s Energy Megabase Plan 

Nitrogen Fertilizer Replaced by AI and Bacteria


What if AI Genetics can create an organism producing nitrogen nutrient inside the plant itself. Conventional greening of nitrogen fertilizer is using green hydrogen instead of fossil fuel. Will the trillion dollar market for nitrogen fertilizer be disrupted?
Read More
Nitrogen Fertilizer Replaced by AI and Bacteria

Zero Population Growth & Carrying Capacity


What is zero population growth? It is associated with carrying capacity or what is sustainable and equitable. Can the earth support 2 billion or 40 billion people? Population, food, energy house and labour workforce are discussed
Read More
Zero Population Growth & Carrying Capacity

100 Companies Reducing 71% of Emissions


100 Companies Reducing 71% of Emissions are the key to challenging the 100 companies who generated 70% of emissions. Solar, battery, wind and EV manufactures are driving changes in emissions.
Read More
100 Companies Reducing 71% of Emissions

100 Companies Responsible for 71% of Emissions


100 companies are responsible for 71% of emissions – and just 25 fossil fuel companies are linked to 51% of emissions. Many have little investment in reduction of emissions. even 8 years on from a 2016 report identifying them.
Read More
100 Companies Responsible for 71% of Emissions

New Vehicle Efficiency Standard for Australia


The Australian Government released the background briefing paper – Cleaner, Cheaper Cars to Run – New Vehicle Efficiency Standard for Australia in January 2024 and plan to enact legislation in 2024. Download the full paper here. The Govt Infrastructure Dept came up with 3 scenarios and ask interested parties to provide submissions by early March 2024. Supposedly the preferred legislation…
Read More
New Vehicle Efficiency Standard for Australia

Molten Oxide Electrolysis for Green Steel


The molten oxide electrolysis process by Boston Metals has the opportunity to revolutionise steel refining. During the past decade, they have progressed from lab scale to millions of tonnes industrial process and would enable rapid decarbonisation of the steel industry.
Read More
Molten Oxide Electrolysis for Green Steel

AMOC Tipping Point – Atlantic Meridional Overturning Circulation


The Atlantic meridional overturning cirulating current coiuld be a major risk from climate change. No one can predict, but 7m sea rises and 5 degree termperature for Northern Europe.
Read More
AMOC Tipping Point – Atlantic Meridional Overturning Circulation

Tidal & Wave Power Untapped Energy


Tidal and wave power are untapped energy resources yet despite 2 decades have scarely moved beyond demonstration and pilot systems. The marine environment is harse, bespoke and has severe enironmental and social barriers.
Read More
Tidal & Wave Power Untapped Energy

1000-Mile Battery Innovations


Multiple manufacturers announce progress in lithium batteries. Increasing density, decreasing cost, increasing range, faster charging, more cycle life. Will the 1000-mile battery make it into vehicles by 2030?
Read More
1000-Mile Battery Innovations

USA Electricity Is Going Renewable – Rapidly


Globally, renewable energy is the dominant new electricity generation. The USA is followng other countries, particularly China with with over 99.8% electricity generation to come from solar wind and solar in 2024.
Read More
USA Electricity Is Going Renewable – Rapidly

Tesla Optimus Robot Worth trillions by 2030


Chris Camillo predicts a business with the Tesla Optimus robot worth trillions by 2030. Two 2 years ago Tesla announced Optimus at AI day on 21st Aug 2021, with an updated AI day on 1st Oct 2022. Optimus gained motion, dexterity and brains. Tesla developed its hardware, and actuators and demonstrated tasks such as sorting balls, holding drills, and folding…
Read More
Tesla Optimus Robot Worth trillions by 2030

Scroll through the articles, or the full list is in the footer. Down there ↓↓

Why change discussion? Because change management relies on four core principles and these are :

  • Understand Change.
  • Plan Change.
  • Implement Change.
  • Communicate Change.

Change is happening rapidly. Climate change. Renewable energy. Transportation. This period of human existence is one of the great revolutions of the last 20,000 years, and the changes will be as or more profound as previous revolutions:

  • First Industrial Revolution 1765
  • Second Industrial Revolution 1870.
  • Third Industrial Revolution 1969.
  • Industry 4.0

This industrial revolution 4 will be as profound as previous ones. Over the 250 years of the first revolution, and 135 years of electricity, the advent of free energy will liberate the 30% of the global people who have energy poverty.

Commercialising Innovative Technologies

About 20 years ago, an astute Canadian told me there are 3 reasons people change.

  • They make money
  • They lose money
  • It is the law

The strongest change is when there are 2 factors in play. So change can be sudden. Whenever something is 1/10th of the cost, change will happen. Adoption is often 10 years to get to 1% of the market. Then within a decade, it can hold 80% of the market. Often it is not a 1 to 1 substitution.

Article Perspectives

Check out the various recent blogs. I try to view these subjects from 3 perspectives.

  • Technology. Does it work? We know that R&D and scaling of solution will drive up the tech, and decrease costs
  • Economics. Are the compelling financial or economic drivers for change? Will these change with R&D or scaling?
  • Politics. What are the institutional barriers or the individuals belief systems?

Innovation is never a straight line.

Commercialing innovative technologies
Innovation over the past 100 years has been an “S” Curve (from Tony Seba, www.RethinkX.com)

Challenges to Transition

The International Energy Agency says the data shows a looming mismatch between the world’s strengthened climate ambitions and the availability of critical minerals that are essential to realising those ambitions. This in the energy market is also true to other aspects of change over the next 10 years.