Andrew Goodale

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The IRS just raised the standard business mileage reimbursement rate to 76 cents per mile, only the fifth mid-year adjustment in two decades. The reason: gasoline prices up 38% since January, driven directly by the Strait of Hormuz closure. That rate represents the fully-loaded cost of operating a gasoline car, including depreciation, insurance, maintenance, fuel, tires, oil changes. Waymo just reconfirmed that they will be able to profitably drive you anywhere you want to go for 75 cents per mile by 2030, 1 cent cheaper than driving yourself. The crossover point is now in sight. And the most extreme superusers aren't rural commuters. They're professional drivers. Full-time Uber or Lyft driver average 50,000 miles a year. A typical NYC taxicab drives 70,000 miles annually. There are 2 million active ride-hailing drivers in the US. Every full-time driver among them is being crushed by the Hormuz premium right now. They only make net earnings of $11 to $18 an hour. This is why folks are now mandating that ride-hailing and taxis switch to EVs by 2030. They're going directly after the most concentrated gasoline consumption in the entire fleet. One electrified NYC taxi displaces the gasoline consumption of six surburban minivans. Now the generational shift, today's teenagers are the first generation for whom a driver's license is optional. Licensing rates among 16 to 19 year olds have fallen from over 80% in the late 1980s to under 60% today. They Ubered to prom. They DoorDashed dinner. They never needed a car to have a social life. And now, as they enter adulthood, comes a fully autonomous vehicle that costs less per mile than the IRS says it costs to own a gasoline car. They won't need to bankrupt themselves with car ownership. The oil industry's most loyal future customers, teenagers who would have bought their first car are climbing into an autonomous electric vehicle and never looking back. Every generation that comes of age without a driver's license is a generation whose lifetime oil demand will be structurally lower. That demand destruction is permanent. It doesn't come back when prices fall. It was never there to begin with. The IRS raised the mileage rate because the Strait of Hormuz closed. In doing so, it published the crossover price at which autonomous electric transportation beats driving yourself. Waymo hits that number by 2030. Taxi cab commissions are mandating the electrifiation of the highest-mileage vehicles in the fleet right now. And the generation that would have been oil's next loyal customers has already opted out. The transition from personal car ownership has a price signal. And that price signal just arrived. https://lnkd.in/gFCPggqz

Clinical work taught me how to listen. It did not teach me how to interview. I found that out early in recording this podcast. I was sitting with a guest whose stories branch. They double back, open new doors before closing old ones. In a therapy room, that isn't a problem — that's the material. It's their hour. Where a person's mind travels is the information. You follow. You don't redirect. You certainly don't stop someone mid-story and ask them to begin again. So I followed. For the entire conversation. And somewhere in there it struck me that I had a tool I've never had in a clinical room. I can edit! I could have said: hold on, let's take that again from the top, so I can get the whole story. I could have asked the same question twice. I could have paused, reset, and gone back for the version that would actually land for someone who wasn't there with us. It didn't occur to me until afterward. I was running on an instinct that says: never interrupt the story. But an interview isn't therapy. In therapy, the person across from me is the only audience that matters. In an interview, there's someone else — a listener who wasn't in the room, who needs the story to arrive whole. That's a different craft. Same listening. Different demand — a willingness to intervene in the telling. I'm getting more comfortable with it. What I've given up is the assumption that being good at one thing makes you good at its neighbor. #TheQuietTension #highperformance #stumcmillan #altis

On July 6th, India was 50% clean energy powered for 15 minutes. It's a small achievement, and monsoon rains did a lot of the work: rainfall cut cooling demand and boosted hydro output at the same time. But small achievements are how every big trend starts. I started building one of their first 5MW solar projects in 2010 when their largest solar project was just 900kW. For years, India's clean energy story looked like China's, just a bit faster because they could ride the cost curve that made solar and now batteries relentlessly cheaper. Then came Hormuz. The IEA called it the largest supply disruption in the history of the oil market. Traffic through the strait collapsed from over 130 daily ship transits to fewer than 10. India is one of the largest oil importers in the world — it imports 88% of its crude oil, and roughly half of that normally moves through Hormuz. Over 60% of household LPG is imported, with 90% of it transiting the same route. The Indian crude basket nearly doubled, from $69 a barrel in February to $126 in March, spiking as high as $157. EV registrations jumped 50% YoY in March, then more than doubled by June, hitting a record 12% EV penetration across all vehicle sales. Tata Motors’ EV chief said recent West Asia developments are pushing buyers toward electric vehicles as fuel prices stay elevated. Rooftop solar has more than doubled as well. It's also destroyed the case for LNG as a "bridge fuel." LNG already made little economic sense against coal, and increasingly against solar plus batteries, in the power sector. Hormuz reminded everyone how fragile that supply chain really was, and how much they'd been forcing the numbers to work. Nuclear is getting pulled into the same logic. India's target of 100 GW of nuclear capacity by 2047 predates Hormuz, but a supply shock like this is exactly the argument that turns a slow-moving target into a funded priority. Nuclear's whole value proposition is firm, import-independent baseload, which is precisely what a Hormuz-style shock exposes as missing. And unlike the last time India built out solar, it is also focused on domestic module manufacturing capacity which has just high 100GWs, more than enough to supply 100% of India's annual installations. Battery storage deployment surged nearly tenfold quarter-on-quarter in early 2026, making it a real solution to localized grid problems. China's transition was pulled by industrial policy and manufacturing scale. India is showing what it looks like when cost curves and energy security both pull in the same direction at once. Countries around the world are deploying at scale and demanding a transfer of technology to manufacture locally as well. China's transition was driven by an economic crisis and manufacturing overcapacity. India's transition is driven by its memory of exactly how fast $69 became $157, and how little control the country had over reversing it. They are now focused on dramatically reducing their energy imports.

"Yet here’s the irony: Donald Trump’s disastrous Iran war has delivered a huge boost for renewable energy around the world — except in the U.S.. Trump has so far done more to shift the global economy away from fossil fuels and towards renewable energy than any other single individual in history." - Paul Krugman Great to see Paul using the arugments that James Gutman predicted a few months ago on Energy Empire. For people in the know... https://lnkd.in/e7FmQ7wU

New Jersey just set a national precedent. Today, Governor Sherrill signed a broader energy affordability package to cut unnecessary utility costs, strengthen oversight of grid investments, and protect families from rising energy bills. At the center of it is the breakthrough Data Center Fair Share Act. This law advances a core Homegrown Energy idea: large data centers should pay their own way and help fund customer-sited energy resources that lower costs and strengthen the grid for everyone. It feels especially fitting that Governor Sherrill signed the package at a constituent’s home. That setting captures the larger point: energy policy should deliver for families directly. Households can and should be understood and valued as energy infrastructure, and putting them at the center is how we build a cleaner, more affordable, more resilient grid. A major win for New Jersey, and a model other states should follow.

It was great to attend the Social Enterprise Greenhouse Accelerator Pitch Night. Such a wide array of amazing startups spanning healthcare, financial services, IP, robotics and sustainability. Shout out to all those who pitched and especially proud to see startups I’ve worked with from the very early stages continue to flourish and demonstrate impact and growth - well done to Chelsie Santos, Emma Choukroun, Baheem Ferrell. Proud to be an SEG Board Member and champion for the regional innovation ecosystem. If you want to connect on how to scale your startup and access key resources, let’s chat. LET’S GO!!! #leadership #innovation #startup #socialimpact Courage Builder

Q: Given that Rhode Island has some of the highest asthma rates in the country, and we know South Providence and Washington Park are asthma hot spots. How do you plan to increase accountability for polluting businesses in the Port of Providence? See how the candidates answered. https://bit.ly/3QqvO4B