Dave Stagner

Dave Stagner

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Climate/futurism writer who debunks myths about rare earths and batteries; explains LFP vs NMC/cobalt trade-offs, substitution risks, and materials economics in the energy transition.

Renewables Keep Lights On When Supply Chains Collapse
SocialApr 15, 2026

Renewables Keep Lights On When Supply Chains Collapse

A world that runs on renewable energy rather than fossil fuel is a world that won't go Mad Max. Solar panels don't stop working just because supply lines fail.

By Dave Stagner
Personal AI Wiki Powered by Claude Shows Promise
SocialApr 15, 2026

Personal AI Wiki Powered by Claude Shows Promise

Set up my own variant of the Karpathy AI Wiki concept. It also contains my "Kintsugi" fiction and nonfiction writing projects, as well as the usual raw data sources and generated wiki. I'm using Claude Code to maintain the wiki, and...

By Dave Stagner
Platforms Lock Transcripts, Creating Artificial Data Silos
SocialApr 14, 2026

Platforms Lock Transcripts, Creating Artificial Data Silos

YouTube makes it effectively impossible to copy or download transcripts for videos, and Apple Podcasts limits how much of a transcript can be copied. I was trying to load a transcript into Claude, getting frustrated with it, and remarked to...

By Dave Stagner
Oil Shortage Pushed Japan Toward Dutch East Indies Invasion
SocialApr 13, 2026

Oil Shortage Pushed Japan Toward Dutch East Indies Invasion

“…if we cut off Japanese supplies of oil…and she cannot obtain sufficient oil from other commercial sources to ensure her national security, she will probably send her fleet down to take the Dutch East Indies.” - Ambassador Joseph C. Grew, May...

By Dave Stagner
Solar Feasibility Depends on Primary vs Final Energy
SocialApr 11, 2026

Solar Feasibility Depends on Primary vs Final Energy

There’s a lot of “can’t” around renewable energy. I’m here to put some of that into perspective. Global primary energy consumption is around 190,000TWh, maybe a little less. But that’s primary energy, not final energy. What would it look like if...

By Dave Stagner
AI Turns Knowledge Work Into Mass‑Produced Synthetic Labor
SocialApr 11, 2026

AI Turns Knowledge Work Into Mass‑Produced Synthetic Labor

AI is synthetic labor. It gives us the ability to mass-produce knowledge labor itself. And accelerate it. The implications are incredible and terrifying.

By Dave Stagner
Renewables as National Sovereignty: Democrats Must Embrace
SocialApr 10, 2026

Renewables as National Sovereignty: Democrats Must Embrace

I’ve been arguing for a while now that the non-petrostates will shift hard to renewable energy, in the interest of national sovereignty. I think it’s time the Democrats start making the same argument. When is the last time we were in...

By Dave Stagner
Iran Shifts Oil Payments to Yuan, Undermining Dollar Dominance
SocialMar 14, 2026

Iran Shifts Oil Payments to Yuan, Undermining Dollar Dominance

Iran has stated it will allow tankers through the Strait of Hormuz - but only for shipments paid for in Chinese yuan rather than US dollars. The dollar is THE standard currency of the fossil fuel trade. Iran didn’t just announce...

By Dave Stagner
Trump and Israel Inadvertently Empower Iran
SocialMar 10, 2026

Trump and Israel Inadvertently Empower Iran

Required reading. Trump and Israel, in their infinite militant wisdom, have put Iran in a stronger position now than they were when the “combat operations” (can’t say “war”) started.

By Dave Stagner
Minnesota's Fuel Dollars Exit State, No Local Wells
SocialMar 6, 2026

Minnesota's Fuel Dollars Exit State, No Local Wells

There is not a single active oil or gas well in Minnesota. Every dime we spend on fuel is money leaving our state.

By Dave Stagner
Global CO2 Levels Set to Flatten, Then Decline
SocialFeb 23, 2026

Global CO2 Levels Set to Flatten, Then Decline

I expect we will see similar results worldwide soon, country by country. A flattening of CO2, followed by a decline, as renewables replace coal and gas, and EVs displace gasoline/diesel.

By Dave Stagner