California's 100% Clean Energy Gambit

<p>This week: California passes a bill to source 100% clean electricity by 2045. What does that actually mean? And more importantly, how will the target be met?</p><p>Then, writing in the <em>New York Times</em> this weekend, journalist Bethany McLean warned about fracking’s financial bubble. Is this a dire warning or a re-hash of old arguments?</p><p>We’ll end with a look at battery materials. Sustainability concerns are growing, while markets for lithium, nickel and cobalt fluctuate wildly. Are EVs and stationary storage batteries already shaking things up?</p><p>Recommended reading/listening:</p><ul><li><a href="https://www.greentechmedia.com/articles/read/taking-100-clean-energy-from-radical-to-political-reality#gs.M_n5dPk" target="_blank">Political Climate</a>: Taking 100% Clean Energy From ‘Radical’ to ‘Political Reality’</li><li><a href="https://www.nytimes.com/2018/09/01/opinion/the-next-financial-crisis-lurks-underground.html" target="_blank">New York Times</a>: The Next Financial Crisis Lurks Underground</li><li><a href="https://www.greentechmedia.com/articles/read/battery-markets-and-metals-markets-have-officially-collided#gs.CStf7Es" target="_blank">GTM</a>: Battery Markets and Metals Markets Have Officially Collided</li></ul><p>The Energy Gang<em>&nbsp;is brought to you by Mission Solar Energy, a solar module manufacturer based in San Antonio, Texas.&nbsp;Mission Solar's high-performance solar panels have the highest testing ratings among any North American manufacturer in the market.&nbsp;</em><a href="http://www.missionsolar.com/" target="_blank"><em>Learn more</em></a><em>&nbsp;about Mission's high-efficiency modules.</em></p>