The Carbon Transfer: When Decarbonization Becomes Recentralization
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Decarbonization

The Carbon Transfer: When Decarbonization Becomes Recentralization

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18 Min
By: Alex Yang Liu
The Desert Solar Playbook: Why 185 Projects Failed and 27 Delivered 15%+ IRRs
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Finance

The Desert Solar Playbook: Why 185 Projects Failed and 27 Delivered 15%+ IRRs

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37 Min
By: Alex Yang Liu
The 5-Layer Filter Framework: A Survival Test for Desert Solar Investors
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Intelligence

The 5-Layer Filter Framework: A Survival Test for Desert Solar Investors

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12 Min
By: Alex Yang Liu

Latest

True MAGA：The Second Constitutional Convention in 2030s

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31 Min
True MAGA：The Second Constitutional Convention in 2030s
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The Carbon Transfer: When Decarbonization Becomes Recentralization

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18 Min
The Carbon Transfer: When Decarbonization Becomes Recentralization
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Members

The Generalist Breakthrough: Why Universal Robots Succeed Where Specialized Machines Failed

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16 Min
The Generalist Breakthrough: Why Universal Robots Succeed Where Specialized Machines Failed
Members

Influence Energetics: A Paradigm Shift from Communication to Thermodynamic Work

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17 Min
Influence Energetics: A Paradigm Shift from Communication to Thermodynamic Work

The T² Decision Stack: A Field Guide to the New Compute Order

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92 Min
The T² Decision Stack: A Field Guide to the New Compute Order
Tiers

The Fate of Nations Is Squared: Where capacity to generate, not capacity to compute, determines destiny

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18 Min
The Fate of Nations Is Squared: Where capacity to generate, not capacity to compute, determines destiny
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True MAGA：The Second Constitutional Convention in 2030s
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True MAGA：The Second Constitutional Convention in 2030s

Summery In 1989, Fukuyama declared history ended with liberal democracy's triumph. This essay argues it just rebooted at higher difficulty. Trump, Milei, Meloni each seemed locally explicable—regional populism, economic dysfunction. Then Mamdani, a democratic socialist, won in Queens. Same country as Trump, opposite ideology. This is the

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31 Min
By: Alex Yang Liu

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Renewables

Read all in Renewables
The Generalist Breakthrough: Why Universal Robots Succeed Where Specialized Machines Failed
Members
Renewables

The Generalist Breakthrough: Why Universal Robots Succeed Where Specialized Machines Failed

Public Access (Free Member) | Series: THE ROBOT COVENANT (Part 1 of 8) Executive Summary America’s 2010s reshoring push failed not for lack of money or machinery, but because specialization trapped labor, parts, and knowledge in place. Apple’s Austin factory exposed the collapse of that ecosystem—machines ready, supply

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16 Min
By: Alex Yang Liu
The Grid's Impossible Trinity: When Huang's Law Meets Infrastructure Law
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Renewables

The Grid's Impossible Trinity: When Huang's Law Meets Infrastructure Law

Professional Tier | Series: THE GREAT OVERLOAD (Part 3 of 8) Executive Summary The collision between AI's six-month doubling and the grid's decade-long timelines creates an impossible trinity: Scale, Speed, and Sustainability—choose two. By 2027, computational capacity will determine economic sovereignty as decisively as nuclear weapons

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10 Min
By: Alex Yang Liu
Ecological Arbitrage: The Three Numbers Leading Investors Use to Rerate Desert Solar
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Renewables Finance

Ecological Arbitrage: The Three Numbers Leading Investors Use to Rerate Desert Solar

Professional Tier | Series: THE DESERT DIVIDEND (Part 2 of 6) Executive Summary Solar in deserts extends beyond cheap land and abundant sun. Field operations reveal dynamics that standard financial models rarely capture. Three numbers reshape the economics: 3–6 years for ecological recovery, 10–15% O&M savings from

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8 Min
By: Alex Yang Liu
The Accidental Revolution: The Desert Rerate of Solar
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Renewables Ecobiosystems

The Accidental Revolution: The Desert Rerate of Solar

Public Access | Series: THE DESERT DIVIDEND (Part 1 of 6) Executive Summary Desert solar farms are producing a paradox. Built on fragile land, they can generate measurable ecological shifts: cooler soil, higher moisture, and vegetation recovery. These are not miracles, but straightforward physics playing out at scale. This article deconstructs

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12 Min
By: Alex Yang Liu

Finance

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The Fate of Nations Is Squared: Where capacity to generate, not capacity to compute, determines destiny
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Finance

The Fate of Nations Is Squared: Where capacity to generate, not capacity to compute, determines destiny

Professional Tier | Series: THE GREAT OVERLOAD (Part 7 of 8) Executive Summary Across six nations, the AI race collides with a deeper constraint: chips scale ideas, but grids scale reality. The United States holds unmatched semiconductor power yet faces a paralyzed transmission network. China, under embargo, surges ahead through ultra-high-voltage

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18 Min
By: Alex Yang Liu
The Hidden Tax: How Society Subsidizes AI's Energy Appetite on Your Power Bill
Members
Finance

The Hidden Tax: How Society Subsidizes AI's Energy Appetite on Your Power Bill

Public Access (Free Member) | Series: THE GREAT OVERLOAD (Part 1 of 8) Executive Summary A hidden "compute tax" is emerging on household utility bills, as the public subsidizes the immense infrastructure costs of the AI revolution. While tech companies pay for the electricity they consume, the public bears

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15 Min
By: Alex Yang Liu
The Desert Solar Playbook: Why 185 Projects Failed and 27 Delivered 15%+ IRRs
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Finance

The Desert Solar Playbook: Why 185 Projects Failed and 27 Delivered 15%+ IRRs

Executive Tier | Series: THE DESERT DIVIDEND (Part 6 of 6) Executive Summary Between 2019 and 2024, the U.S. utility-scale solar industry experienced both unprecedented growth and massive project failures. Of 212 tracked projects exceeding 50MW in the Southwest desert regions, only 31 achieved commercial operation—a 14.6% success

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37 Min
By: Alex Yang Liu
Ecological Arbitrage: The Three Numbers Leading Investors Use to Rerate Desert Solar
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Renewables Finance

Ecological Arbitrage: The Three Numbers Leading Investors Use to Rerate Desert Solar

Professional Tier | Series: THE DESERT DIVIDEND (Part 2 of 6) Executive Summary Solar in deserts extends beyond cheap land and abundant sun. Field operations reveal dynamics that standard financial models rarely capture. Three numbers reshape the economics: 3–6 years for ecological recovery, 10–15% O&M savings from

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8 Min
By: Alex Yang Liu

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Renewables

This channel covers renewable energy generation technologies and molecular fuel production. Content includes analysis of solar photovoltaic, wind, hydro, geothermal, ocean energy, and nuclear power systems examining performance metrics, LCOE economics, and deployment strategies. Coverage spans biomethane, synthetic methane, and green ammonia production pathways, technology efficiency trends, project economics, and cost reduction trajectories for generation assets.

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Finance

This channel covers investment, capital markets, and financial mechanisms in energy transition and climate sectors. Content includes clean energy and climate tech venture capital, project finance structures, mergers and acquisitions, carbon credit trading, and green bonds. Coverage examines tax equity financing, power purchase agreements, asset valuation, transition risk analysis, and capital flows shaping energy and climate investment.

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Decarbonization

This channel covers decarbonization technologies for industry, buildings, and carbon management. Content includes industrial electrification, green steel and cement, building heat pumps, district energy systems, and zero-carbon building standards. Coverage examines carbon capture and storage (CCUS), direct air capture (DAC), carbon removal technologies, bioenergy with CCS (BECCS), CO₂ utilization, and methane detection systems for greenhouse gas abatement.

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Ecobiosystems

This channel covers ecosystems, biological systems, and natural resources in energy transition. Content includes nature-based climate solutions (forests, blue carbon, regenerative agriculture), circular economy, waste-to-energy, material recycling, water-energy-food nexus, biodiversity impacts of energy infrastructure, biomass sustainability, land use competition, soil carbon sequestration, and environmental impact assessment.

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Transport

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The Grid Quartet: Chaos, Scarcity, Divergence, and Adaptation
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Transport

The Grid Quartet: Chaos, Scarcity, Divergence, and Adaptation

Professional Tier | Series: THE GREAT OVERLOAD (Part 4 of 8) Executive Summary The global power system is undergoing a structural repricing—not a marginal shift in electricity rates but a redefinition of value, scarcity, and access itself. Four forces drive this transformation: chaos, as grid-connection queues collapse into a shadow

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18 Min
By: Alex Yang Liu

Intelligence

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The 5-Layer Filter Framework: A Survival Test for Desert Solar Investors
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Intelligence

The 5-Layer Filter Framework: A Survival Test for Desert Solar Investors

Professional Tier | Series: THE DESERT DIVIDEND (Part 5 of 6) Executive Summary Cheap LCOE no longer guarantees survival in desert solar. The real test is endurance—through policy swings, grid bottlenecks, water scarcity, and the final sale. From two hundred project post-mortems, a pattern emerges: winners nail five factors, losers

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12 Min
By: Alex Yang Liu

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Ecobiosystems

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The Broken Covenant: Water, Risk, and the Future of Desert Solar
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Ecobiosystems

The Broken Covenant: Water, Risk, and the Future of Desert Solar

Professional Tier | Series: THE DESERT DIVIDEND (Part 4 of 6) Executive Summary Water is not just an O&M line item—it is a covenant with the basin and its people. When developers model it appropriately, water can swing project IRRs by several hundred basis points. This analysis outlines

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8 Min
By: Alex Yang Liu
The Accidental Revolution: The Desert Rerate of Solar
featured
Renewables Ecobiosystems

The Accidental Revolution: The Desert Rerate of Solar

Public Access | Series: THE DESERT DIVIDEND (Part 1 of 6) Executive Summary Desert solar farms are producing a paradox. Built on fragile land, they can generate measurable ecological shifts: cooler soil, higher moisture, and vegetation recovery. These are not miracles, but straightforward physics playing out at scale. This article deconstructs

•
12 Min
By: Alex Yang Liu

Policy

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Four Battlegrounds, One Future: The Global Race to Master Ecological Arbitrage
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Policy

Four Battlegrounds, One Future: The Global Race to Master Ecological Arbitrage

Professional Tier | Series: THE DESERT DIVIDEND (Part 3 of 6) Executive Summary Desert solar has evolved beyond cheap electricity. A new value stack—energy, reliability, ecology, and data—has emerged as a distinct asset class. Success no longer follows national models or geographic advantages. Instead, it is determined by performance

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22 Min
By: Alex Yang Liu

Humanity

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The New Edisons — How Tech Giants Are Rewiring the Grid
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Humanity

The New Edisons — How Tech Giants Are Rewiring the Grid

Professional Tier | Series: THE GREAT OVERLOAD (Part 5 of 8) Executive Summary As AI's immense energy demand collides with the aging public grid, tech giants like Amazon and Google are becoming the "New Edisons" of our time by constructing their own parallel, privately-controlled power systems. No

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15 Min
By: Alex Yang Liu

Decarbonization

Read all in Decarbonization
The Carbon Transfer: When Decarbonization Becomes Recentralization
featured
Members
Decarbonization

The Carbon Transfer: When Decarbonization Becomes Recentralization

Public Access (Free Member) | Series: THE ROBOT COVENANT (Part 2 of 8) Executive Summary This essay argues that automation is not just transforming production but reorganizing the geography of carbon. As human labor is replaced by machines, energy shifts from dispersed biological and household systems to centralized industrial grids—a

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18 Min
By: Alex Yang Liu
The T² Decision Stack: A Field Guide to the New Compute Order
Tiers
Decarbonization

The T² Decision Stack: A Field Guide to the New Compute Order

Executive Tier | Series: THE GREAT OVERLOAD (Part 8 of 8) Disclaimer: This article provides methodological frameworks and decision-making tools for energy infrastructure evaluation and project execution. Example calculations are based on reasonable assumptions and industry-typical parameters, designed to illustrate framework logic rather than serve as investment advice for specific projects.

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92 Min
By: Alex Yang Liu

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Alex Yang Liu
Alex Yang Liu ( 21 posts )

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