Description

Episode 309 starts with cracks forming inside OPEC as clean energy and EV adoption begin to reshape global oil demand. We look at why producers may rush to sell while they still can, then shift to fusion power timelines that are still far off, a transit upgrade that paid for itself in months—not years—and Spain's grid proving renewables weren't to blame for its massive blackout. Plus, how LEDs quietly crushed one of the biggest sources of household electricity use.

• Commonwealth Fusion Systems applying to connect a 400 MW plant
• Planned for Virginia's "Data Center Alley"
• Would serve part of the PJM grid (65M+ people)
• Timeline: not anytime soon

BART Gates Pay Off in 6 Months

• $90M upgrade to new fare gates
• Expected 9-year payback → actually 6 months

Story: https://growsf.org/news/2026-02-12-bart-fare-gates-10-million/

Spain's Blackout: Renewables Cleared

• 2025 blackout initially blamed on solar

Lightning Round

• Lithium supply more than sufficient
• EV buses: 56% of EU sales
• Oslo road deaths ~1/year after redesign
• India skipping coal boom thanks to cheap renewables

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