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DISCOVERING TRUTHS

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SOFC and MCFC Revisited: Materials, Markets, and the Logic of Where They Win TL;DR
SOFCs and MCFCs are being revisited because they fit today’s push for decarbonization and resilient, distributed power—while still leveraging natural gas today and hydrogen later. Their core advantage comes from high-temperature ion conduction (O²⁻ in SOFCs, CO₃²⁻ in MCFCs), enabling high efficiency, fuel flexibility, and (for MCFCs) potential CO₂-related integration. The real question now is less “Can they work?” and more “Where do they win?”—cost, durability, uptime, and


Power Under Constraint: Exploding Electricity Demand, Nuclear’s Delivery Problem, and the SMR Bet
Chapter 1. Problem Statement: Meeting Explosive Electricity Demand While Achieving Sustainability In recent years, the industrial structure of advanced economies has been reorganizing around electricity. Hyperscale data centers for training and running artificial intelligence (AI) models, advanced semiconductor fabs, electrification of transport through electric vehicles, and the expansion of electricity-based industrial processes are all pushing power demand to unprecedente
Why breakthrough technologies fail to be adopted
Scale-up, risk, and system inertia We already knew enough “decent technology.” No sooner had the fire risk of lithium-ion batteries been raised than an announcement of a breakthrough in research on an all-solid-state battery was made. In a similar case, solar and wind power sources have been among the most prominent alternatives to existing fossil-fuel power plants across recent years. Nevertheless, those sources still accounted for approximately 15% of the global energy sup
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