Standard Carbon

Everyone says the future is “all electric.” So why is Israel — one of the world’s most solar-rich, electrified, climate-conscious countries — spending billions expanding its natural gas network? Because Israel’s energy policy is driven by physics, not ideology. Solar and batteries are excellent for generating power. But molecules are vastly superior for storing energy. Israel has concluded that the future is not electrons OR molecules. It is electrons AND molecules. That’s why Israel is simultaneously deploying massive solar, EVs, and batteries while expanding gas infrastructure and investing in renewable e-methane systems that recycle CO₂ into pipeline-grade fuel. This may not be a contradiction. It may be the future. #Energy #ClimateTech #NaturalGas #Hydrogen #Solar #EnergyTransition #Israel #Infrastructure #PowerGrid #Decarbonization

NYC’s Masterpiece: the Composition of LL97 as the Most Aspirational Climate Law on the Planet Local Law 97 is more than a penalty framework. It is a detailed operating model for building decarbonization. By pricing excess emissions at $268 per tonne, limiting the role of offsets and renewable energy credits, and calculating compliance from the energy buildings actually consume, LL97 pushes owners toward measurable reductions in fossil fuel use. What makes the law especially important is its structure: electrification, storage, alternative fuels, lifecycle carbon intensity, and net energy accounting all fit within a single compliance framework. For an old, dense, hard-to-retrofit city, that is a serious achievement.

The war did not just create energy volatility. It exposed a new trade. Europe now swings between deeply negative renewable power prices and extreme winter gas insecurity. That spread creates the foundations for a new “Hormuz Swap” tool: convert stranded spring electricity into synthetic winter gas. Infrastructure becomes the hedge.

New York’s clean-energy transition may rest on one of the strangest financial contradictions in modern energy policy. The CHPE and Empire Wind contracts are structured so that if wholesale power prices fall, NYSERDA and NYC ratepayers could be forced to pay dramatically larger Renewable Energy Certificate and Offshore Renewable Energy Certificate subsidies. In other words, the economics work best if the very gas-fired peaker plants the state wants to shut down continue setting high marginal prices. The result is a massive hidden transfer of market risk from developers to consumers, embedded inside heavily redacted long-term contracts with limited public transparency.

Chaos returns to Hormuz and billions of people will suffer from expensive energy bills as a result. We can avoid this tragedy. Domestic fuel production, in whatever quantity that's ultimately needed, is the singular path to liberating the world from geopolitical choke holds. I founded Standard Carbon more than 7 years ago with this goal and invite anyone who agrees with the premise to share in the opportunity: https://lnkd.in/dtjNhnwr

The U.S. is canceling gigawatts of offshore wind in the middle of a global energy crisis. At the same time, the grid is warning of blackouts. This isn’t just politics—it’s a fundamental shift in how power systems work. Energy isn’t the problem. Timing is. The real story? Why renewables alone aren’t enough—and what comes next.

Great job Natan!

Honored to be interviewed by Mark Smith on Standard Carbon and producing natural gas from CO2!

Honored to be interviewed by Mark Smith on Standard Carbon and producing natural gas from CO2 emissions: https://lnkd.in/d8uFbi2A