Sunnova’s Net Zero for Stockholders (last ESG report of a ‘second-hander’ company)
By Robert Bradley Jr. -- May 7, 2025“Climate action is a cornerstone of our business strategy and our commitment to sustainability.”
“At Sunnova, we have worked diligently to embed responsibility, sustainability and risk management into everything that we do….. The transition to a net-zero economy is one that we are determined to realize. It requires innovation, bold action, thoughtfulness, and alignment with leading climate science, all without sacrificing affordability, resilience, and energy equity.” (2023 Sustainability Report)
Here are the (nauseating) highlights of the Houston-based rooftop solar leader, Sunnova Energy (NOVA). Once sporting a stock price in the 50s per share, it is now a penny stock, a story briefly told here.
Politically correct, economically incorrect, the business plan of Enron-ex CEO John Berger was all about living off of special taxpayer favors. And in the Enron tradition, its 95-page EGS report was all about imaging and political posturing.…
Continue ReadingInertia in One Lesson (Dave Edwards on LinkedIn)
By Robert Bradley Jr. -- May 6, 2025“The challenge with rising renewables: As power systems rely more on asynchronous generation, frequency changes can occur much faster, increasing the risk of grid instability.” (- Dave Edwards_
Dave Edwards post begins: “As an engineer I like to understand how systems operate, this is useful for fault diagnosis, especially when a system fails and a Root Cause is needed, though maybe more than one contributing factor. So let’s Talk “Inertia” 🙋♂️Everyone’s Saying It, But Who Really Understands It 🤷♂️”
The floor is his:
“Inertia” is getting a lot of airtime in power system discussions lately, but what is it, really, and why is it so critical for grid stability on an electrical power generation system.
More importantly, which generation technologies actually provide useful inertia⁉️
Image created using Chapt GPT 4o
❓What is inertia?…
Continue ReadingInside ‘Business Sustainability’ (Yes, it’s just a front)
By Robert Bradley Jr. -- May 5, 2025“Over the past two months, [I’ve had] close to 50 conversations with people working in corporate sustainability and ESG functions…. ‘It’s a bullshit job,’ ‘I’m the green fig leaf,’ and ‘We’re doing what we can, but no one in leadership truly cares’ are recurring statements, repeated again and again in various forms.” – Julia Vol (below)
Julia Vol last month wrote on the business social media platform LinkedIn:
OK, it’s crazy. Ever since I became outspoken about leaving corporate sustainability because I felt my work had no real impact on moving the needle toward actual sustainability, I’ve been inundated with messages from across industries and geographies telling me how much my message resonated with them.
She continued:
… Continue ReadingOver the past two months, those messages sparked close to 50 conversations with people working in corporate sustainability and ESG functions.