Author Archives: Matthew Nordan

Solyndra Observations

tl;dr: There’s a reason they call it risk capital. As you’re doubtless aware, Solyndra announced yesterday that it’s shutting down. The CIGS-on-tubes solar module maker raised nearly $2 billion in capital, including more than $1 billion from venture investors and … Continue reading

Posted in Current events, Solar | 1 Comment

How the Republican Field Talks about Energy

tl;dr: No Perry = no energy debate in 2012. After the passing mentions of energy in last Thursday’s Republican presidential debate, I wondered if I could measure how big a deal this topic is to the candidates. Do they see … Continue reading

Posted in Policy | Leave a comment

Chinese Electric Bus Fire

tl;dr: Scary pics. Looks like an EV bus caught on fire in Shanghai yesterday – specifically, a hybrid ultracapacitor/Li-ion bus. Thankfully no one appears to be hurt, but doubtless this is going to call into question the safety of the … Continue reading

Posted in Current events | 1 Comment

Aspen Aerogels S-1 Analysis

tl;dr: Good company; tough road in the rear-view mirror. Aspen Aerogels filed for an IPO last week, pitching itself as an energy efficiency company. Aspen makes insulation, but a particularly high-performing kind of insulation, being a nanoporous silica material that’s … Continue reading

Posted in Materials, Numbers | Leave a comment