Saul Griffith

korrents.com
Middle powers can form a new industrial architecture to reduce reliance on single geopolitical poles through electrification.

Their words

In this context, middle powers - states large enough to matter, yet too small to dominate - face a choice: drift in a unipolar petro-legacy order, become satellites of a superpower bloc, or forge a new industrial architecture that neutralises over-reliance on any single geopolitical pole.

Pax Electricanaenergyandstuff.substack.com
korrents.com
The future of global trade will shift from shipping fossil fuels to shipping materials with embodied clean energy.

energy

Their words

The trade of the future isn't tankers of LNG. It's shiploads of green iron and aluminium and lithium (and ammonia and copper and ...) - molecules that carry clean electrons inside them.

Pax Electricanaenergyandstuff.substack.com
korrents.com
The transition to heavy industry electrification requires new processes, equipment, and supply chains rather than just cheap electricity.

energy

Their words

The molecules-to-electrons transition in heavy industry requires not just cheap electricity but new processes, new equipment, new supply chains, and patient capital willing to back first-of-a-kind plants and long and uncertain capital cycles.

Pax Electricanaenergyandstuff.substack.com

7 November 2025

Saul GriffithKorrents 7 Nov 2025

From one piece Electricity "too cheap to meter" is so... 1975. FREE ELECTRICITY is 2025! 3 beliefs, in the piece's order there

korrents.com
It will be economic to overbuild solar on rooftops, carparks, and various other structures.

solar

Their words

It will be economic to overbuild solar, rooftops, carparks, commercial buildings, industrial buildings, agrovoltaics, agricultural (barn) rooftops.

energyandstuff.substack.com
korrents.com
Electrification of cars, homes, and small businesses can provide immediate climate emissions reductions.

Their words

Electrification of our cars, homes, and small businesses are the things that can bring immediate climate emissions reductions while we wait for the last few pieces of the industrial decarbonization (again mostly through electrification) to come into being.

energyandstuff.substack.com
korrents.com
Electrification is the answer to the vast majority of carbon emissions.

climate change

Their words

We know that electrification is the answer to the great majority of our carbon emissions.

energyandstuff.substack.com

13 October 2025

Saul GriffithKorrents 13 Oct 2025

From one piece Sam Altman vs. Jane Goodall 3 beliefs, in the piece's order there

korrents.com
Current AI models do not actually understand things and still hallucinate.

Their words

I believe it is useful, but in my work using it for data processing, coding, research, and a little for fun, it still hallucinates and makes things up, doesn't actually understand things - even simple things like geometry.

Sam Altman vs. Jane Goodallenergyandstuff.substack.com
korrents.com
Unnecessary soft costs in the US create a significant difference in the cost of installing rooftop solar compared to Australia.

solarenergyAmerica

Their words

These un-necessary soft costs account for the 7.5X difference in cost, and is a big part of why Americans can't have cheap electricity yet.

Sam Altman vs. Jane Goodallenergyandstuff.substack.com
korrents.com
The US electricity system can grow sufficiently to accommodate AI, EV, and residential electrification loads at a rate of growth about half of what was seen between 1975 and 2000.

energy

Their words

Maybe it isn't all as insane as it sounds, on current trends the grid can grow sufficiently to accomodate all of these loads and some residential electrification as well, and do so at a rate of growth only about half of that which was seen between 1975 and 2000.

Sam Altman vs. Jane Goodallenergyandstuff.substack.com

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