
Uncomfortable Conversations with Josh Szeps Our Spectacular Future of Solar-Generated "Fossil Fuels"
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Feb 19, 2026 Casey Handmer, energy entrepreneur and founder of Terraform Industries with a PhD in theoretical astrophysics, outlines solar-driven synthetic hydrocarbons and large-scale energy systems. He discusses solar-plus-battery grids replacing baseload myths. He explores powering AI data centers with desert solar, space-based compute, and regulatory obstacles to rapid deployment.
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Deploy Solar Locally And At Scale
- Prioritize massive solar and battery deployment because markets already favour solar.
- Use localised arrays for factories and mines to cut transmission and improve resilience.
Batteries Solve The Baseload Problem
- The 'baseload' fear is solved by batteries and rapid battery-cost declines.
- Battery and storage scale will commoditize intermittency away over time.
Scale Uses Abundant Materials
- Don't panic about material scarcity for batteries or panels; elemental abundance suffices.
- Plan production scale using common elements like silicon and lithium, not exotic constraints.

