Michael Mullany
@mmullany.bsky.social
Climate change mitigation tech & software. M.Sc. Environ. Sustain.
Past: investment GP at Icon Ventures and early product & marketing head at VMware & multiple startups.
Past: investment GP at Icon Ventures and early product & marketing head at VMware & multiple startups.
Furthermore - a lot of those rental vacancies are concentrated in areas of low demand - in the West/SW/NW.
I'm not here to defend govt housing policy - it's been a shambles. But there's no secret cabal of vulture funds keeping rental units off the market to increase prices.
I'm not here to defend govt housing policy - it's been a shambles. But there's no secret cabal of vulture funds keeping rental units off the market to increase prices.
October 19, 2025 at 4:03 PM
Furthermore - a lot of those rental vacancies are concentrated in areas of low demand - in the West/SW/NW.
I'm not here to defend govt housing policy - it's been a shambles. But there's no secret cabal of vulture funds keeping rental units off the market to increase prices.
I'm not here to defend govt housing policy - it's been a shambles. But there's no secret cabal of vulture funds keeping rental units off the market to increase prices.
Vacant rentals were also concentrated in the far west/south.
October 19, 2025 at 3:59 PM
Vacant rentals were also concentrated in the far west/south.
You have to go another level deeper - housing is always more complicated than it looks.
Vacancy reason - only 30k of that 165k are rentals
Vacancy reason - only 30k of that 165k are rentals
October 19, 2025 at 3:57 PM
You have to go another level deeper - housing is always more complicated than it looks.
Vacancy reason - only 30k of that 165k are rentals
Vacancy reason - only 30k of that 165k are rentals
You have to dig a level deeper that the headline number.
Only 30k of those were rental units - and between-let vacancy would explain most of those.
Many more were in probate, had an owner in a nursing home/hospital, were for sale, or were unoccupied former farmhouses.
From the census:
Only 30k of those were rental units - and between-let vacancy would explain most of those.
Many more were in probate, had an owner in a nursing home/hospital, were for sale, or were unoccupied former farmhouses.
From the census:
October 19, 2025 at 3:52 PM
You have to dig a level deeper that the headline number.
Only 30k of those were rental units - and between-let vacancy would explain most of those.
Many more were in probate, had an owner in a nursing home/hospital, were for sale, or were unoccupied former farmhouses.
From the census:
Only 30k of those were rental units - and between-let vacancy would explain most of those.
Many more were in probate, had an owner in a nursing home/hospital, were for sale, or were unoccupied former farmhouses.
From the census:
Glyphosate was banned in 2014 - before the blanket ban on fertilizer. The ban caused significant yield losses and was justified by a putative link between glyphosate and kidney disease - a study whose conclusions were later invalidated.
October 13, 2025 at 12:35 PM
Glyphosate was banned in 2014 - before the blanket ban on fertilizer. The ban caused significant yield losses and was justified by a putative link between glyphosate and kidney disease - a study whose conclusions were later invalidated.
California could massively shift demand toward electrified heat if it let industrial thermal storage customers access the day ahead wholesale market. If they allowed this, thermal storage could beat gas on cost. Rondo data below:
September 25, 2025 at 5:52 PM
California could massively shift demand toward electrified heat if it let industrial thermal storage customers access the day ahead wholesale market. If they allowed this, thermal storage could beat gas on cost. Rondo data below:
It would be great to see these on a landscape map - this was my attempt at one last year:
September 25, 2025 at 11:45 AM
It would be great to see these on a landscape map - this was my attempt at one last year:
The 060 section of the Allow is considered at risk under the WFD and has a LawPro tag. It's facing a big cocktail of pressures and it's last Q-Value (invertebrate quality) was the lowest possible: 1. It's *really* hard to get a Q-value of 1.)
September 13, 2025 at 12:14 PM
The 060 section of the Allow is considered at risk under the WFD and has a LawPro tag. It's facing a big cocktail of pressures and it's last Q-Value (invertebrate quality) was the lowest possible: 1. It's *really* hard to get a Q-value of 1.)
Ammonia levels downstream of Kanturk on the Allow routinely exceed good quality levels. This is a scatterplot of the last ten years from that sampling point (data from epa)
September 13, 2025 at 12:05 PM
Ammonia levels downstream of Kanturk on the Allow routinely exceed good quality levels. This is a scatterplot of the last ten years from that sampling point (data from epa)
That said, the Blackwater has had quite a number of poor Ammonia readings historically (below). Some of these levels are bad enough to cause real problems in a high temperature (20deg)/high pH (8.5ish) environment.
August 30, 2025 at 4:35 PM
That said, the Blackwater has had quite a number of poor Ammonia readings historically (below). Some of these levels are bad enough to cause real problems in a high temperature (20deg)/high pH (8.5ish) environment.
Biggest impact is on oats - yields down 10%. Wheat yield is down 5%, but that's compounded by global price drops. Winter crops were fine (winter rape yields were up.)
August 24, 2025 at 6:14 PM
Biggest impact is on oats - yields down 10%. Wheat yield is down 5%, but that's compounded by global price drops. Winter crops were fine (winter rape yields were up.)
E.g. phosphate levels (MRP) are occasionally poor, but they're not persistently so.
August 19, 2025 at 7:34 PM
E.g. phosphate levels (MRP) are occasionally poor, but they're not persistently so.
When people say that green hydrogen will never be cheap because there will be no learning curve for its Balance of Plant - it's worth remembering that Solar BoP has reduced by more than half since 2010. Scale, specialization + integration can deliver real cost reduction for "mature" technologes.
July 22, 2025 at 1:35 PM
When people say that green hydrogen will never be cheap because there will be no learning curve for its Balance of Plant - it's worth remembering that Solar BoP has reduced by more than half since 2010. Scale, specialization + integration can deliver real cost reduction for "mature" technologes.
Which climate topics are people interested in learning about on LinkedIN? Here is the read/impression rate for my 17 deepdives into climate topics & solutions.
July 16, 2025 at 8:48 AM
Which climate topics are people interested in learning about on LinkedIN? Here is the read/impression rate for my 17 deepdives into climate topics & solutions.
CO2 levels up to ~540ppm lead to increased plant assimilation of CO2 - but that's where it flatlines. That's roughly the CO2 level predicted for 2100 under RCP4.5.
(From Gerhart, L.M. and Ward, J.K., 2010. Plant responses to low [CO2] of the past. New Phytologist, 188(3), pp.674-695.)
(From Gerhart, L.M. and Ward, J.K., 2010. Plant responses to low [CO2] of the past. New Phytologist, 188(3), pp.674-695.)
July 14, 2025 at 9:29 AM
CO2 levels up to ~540ppm lead to increased plant assimilation of CO2 - but that's where it flatlines. That's roughly the CO2 level predicted for 2100 under RCP4.5.
(From Gerhart, L.M. and Ward, J.K., 2010. Plant responses to low [CO2] of the past. New Phytologist, 188(3), pp.674-695.)
(From Gerhart, L.M. and Ward, J.K., 2010. Plant responses to low [CO2] of the past. New Phytologist, 188(3), pp.674-695.)
With the exception of 2023 - the 2020's have been highly profitable for Irish Dairy farms. This is the data from Teagasc 2024 farm survey:
July 13, 2025 at 8:05 AM
With the exception of 2023 - the 2020's have been highly profitable for Irish Dairy farms. This is the data from Teagasc 2024 farm survey:
FWIW - there are expected future cost reductions for EGS, but the estimate range is fairly large. (Review by Chen et al. 2024)
June 30, 2025 at 11:39 AM
FWIW - there are expected future cost reductions for EGS, but the estimate range is fairly large. (Review by Chen et al. 2024)
Tree Ring reconstruction of European drought history shows that the 2010's were anomalously dry compared to a 400 year background rate.
But this seems to be driven by fewer very wet years rather than more really dry years.
But this seems to be driven by fewer very wet years rather than more really dry years.
June 17, 2025 at 5:58 PM
Tree Ring reconstruction of European drought history shows that the 2010's were anomalously dry compared to a 400 year background rate.
But this seems to be driven by fewer very wet years rather than more really dry years.
But this seems to be driven by fewer very wet years rather than more really dry years.
Maize growing is mostly concentrated in Minas Gerais and Rio Grande. Minas Gerais has always been a big crop producer (since the 1920's)
June 15, 2025 at 1:58 PM
Maize growing is mostly concentrated in Minas Gerais and Rio Grande. Minas Gerais has always been a big crop producer (since the 1920's)
I did a back of the envelope assuming a 20 euro per kWh installed cost, a 50MWh capacity and zero opex.
Under the current 75% derated tariff - the economics don't look like they work for monthly cycling, and are poor for weekly cycling.
Power cost for BESS needs to be at ~20% market for ROI.
Under the current 75% derated tariff - the economics don't look like they work for monthly cycling, and are poor for weekly cycling.
Power cost for BESS needs to be at ~20% market for ROI.
June 6, 2025 at 3:46 PM
I did a back of the envelope assuming a 20 euro per kWh installed cost, a 50MWh capacity and zero opex.
Under the current 75% derated tariff - the economics don't look like they work for monthly cycling, and are poor for weekly cycling.
Power cost for BESS needs to be at ~20% market for ROI.
Under the current 75% derated tariff - the economics don't look like they work for monthly cycling, and are poor for weekly cycling.
Power cost for BESS needs to be at ~20% market for ROI.
Updated version of my climate solutions impact/maturity market map after finishing some more deep-dives into specific technologies.
May 8, 2025 at 10:43 AM
Updated version of my climate solutions impact/maturity market map after finishing some more deep-dives into specific technologies.
One of the problems with the thesis that curtailed renewables + thermal storage = industrial decarbonization is a geographic mismatch.
Here is Antora Energy's projection of the geography of low/negative priced electricity (green = good) vs. where the US float glass plants are located.
Here is Antora Energy's projection of the geography of low/negative priced electricity (green = good) vs. where the US float glass plants are located.
May 7, 2025 at 11:47 AM
One of the problems with the thesis that curtailed renewables + thermal storage = industrial decarbonization is a geographic mismatch.
Here is Antora Energy's projection of the geography of low/negative priced electricity (green = good) vs. where the US float glass plants are located.
Here is Antora Energy's projection of the geography of low/negative priced electricity (green = good) vs. where the US float glass plants are located.
NB: Anti-methane cattle feed additives that don't provide a sink for hydrogen, create H₂ emissions: offsetting up to 50% of claimed benefits.
Cf: the plentiful hydrogen emissions from the bromoform (BCM - active ingredient in seaweed additives) vs. the nitrate additive (Tanaka et al. 2024)
Cf: the plentiful hydrogen emissions from the bromoform (BCM - active ingredient in seaweed additives) vs. the nitrate additive (Tanaka et al. 2024)
April 29, 2025 at 3:22 PM
NB: Anti-methane cattle feed additives that don't provide a sink for hydrogen, create H₂ emissions: offsetting up to 50% of claimed benefits.
Cf: the plentiful hydrogen emissions from the bromoform (BCM - active ingredient in seaweed additives) vs. the nitrate additive (Tanaka et al. 2024)
Cf: the plentiful hydrogen emissions from the bromoform (BCM - active ingredient in seaweed additives) vs. the nitrate additive (Tanaka et al. 2024)
Grid planning in Northern Ireland looks like a dumpster fire.
Over a quarter of NI windpower was wasted in 2024 due to grid constraints. This is an astonishing number. People should be mad.
Over a quarter of NI windpower was wasted in 2024 due to grid constraints. This is an astonishing number. People should be mad.
April 29, 2025 at 11:48 AM
Grid planning in Northern Ireland looks like a dumpster fire.
Over a quarter of NI windpower was wasted in 2024 due to grid constraints. This is an astonishing number. People should be mad.
Over a quarter of NI windpower was wasted in 2024 due to grid constraints. This is an astonishing number. People should be mad.
Wind Energy Curtailment - Ireland. As we get over 6GW of onshore wind generation. The curtailment percentage is starting to creep up - but it's probably not yet at the point that grid-scale battery systems would in positive ROI territory?
March 31, 2025 at 10:19 AM
Wind Energy Curtailment - Ireland. As we get over 6GW of onshore wind generation. The curtailment percentage is starting to creep up - but it's probably not yet at the point that grid-scale battery systems would in positive ROI territory?