humanspiral

A large project with cost data.

At $1.6B project cost for 3gw, that is a little over 50c/watt, and would typically produce energy costs excluding financing of 1c/kwh.

ahead of Germany and Japan. Using PPP GDP measure.

a more detailed, but biased, article https://www.lewrockwell.com/2024/11/no_author/russian-economy-zooms-ahead-outpaces-us-and-eu-growth/

There is more likely to be a collapse on the west from supporting a Ukraine war. There is zero resonance of "NATO is a purely defensive alliance" propaganda meant to be a friend to the world or to Russia inside of Russia. It is fully understood as an existential threat in Russia, while it is a casual inconvenience to those who trust western media in the west. A deep concern for the world/west is that Russia's extreme growth in military production means that we will soon be asked to boost competing military production and compromise our own sustainability and leisure.

In article's first chart, it lists China as competitive this year in robotics and machine tools. It is far more appropriate to call it a global leader in these categories, as that is where all of the manufacturing customers are.

While Musk is referring to the magical $2T+ in budget cuts to US budget he will sail through magical congressional unanimity...

Hardship has to include the extreme difficulty in reindustrializing the US in an environment where labour is deported, and reciprocal tariffs means serving a local declining market where fewer people have money left over if they are overpaying for imported goods.

Recessions not only reduce tax revenue, they also are typically responded to by significant government investment to pull out of recession, and the US is nearly maxed out already.

Offshore wind output surged 37% year on year, hydropower generation grew 21%, solar was up 20%, and onshore wind 6%. On the other hand, coal-fired generation fell 7% and gas output dropped 24%

double digit declines in coal and NG use were also present every earlier month of this year. Europe has by far achieved the biggest emission reductions in the world this year. 16% point market share drop for fossil fuels electricity since just 2023.

This is the most comprehensive reporting on Chinese emissions released regularly. There is still an expectation/possibility that China's emissions will be lower than 2023, and then a near certainty that the peak will be 2023 or 2024.

Some notes:

China is only committed to peaking by 2030. Ministry doesn't view an early peak as a new goal.

7.8% electricity demand growth in Q3 was huge, and so slight emission increase from power sector. Oil (EVs and LNG truck success), Steel and Cement (construction downturn) emissions were down to make overall emissions flat.

A worrying national/energy security measure is China is expanding its ability to make oil and gas chemicals from coal instead.

China may dominate H2 as well, but mining and refining mining materials is difficult/expensive. H2 does require membrane manufacturing (which US pioneered), but platinum group metals make the best catalysts. Innovation in other materials/approaches are progressed, but then these innovations delay electrolysis deployments as they don't yet have the same capacity levels.

Much better article than just the rise of central bank rates to 21%.

It's possible to read between the lines for how the oligarchs are complaining the economy is ruined, vs. high wages for ordinary people making ordinary people better off and happy.

This is a good expectation of what a UBI/Freedom dividends economy would look like when people have the freedom to say no to work offers because they have better options. Except that instead of tying up people into military defense of nation, they can be training for better opportunities than what is currently offered.

Electrolysis powered by PV solar of CO2 into acetate can increase plant yields by 4x compared to just sunlight. Technology and bioengineering of plants can improve it even more.

This can make cheap buildings powered by PV more cost effective than open land farming. No pesticides or fungicides, and less fertilizer use.

An important role that livestock provides is that of a food battery. Climate vulnerable crop yields allow for culling livestock when plant yield is more scarce. Indoor ag provides climate and seasonal resilient food output.

https://www.reuters.com/graphics/CHINA-SOLAR/egpbardekvq/chart.png

Last year China added 100gw in last 3 months. Only 56gw in last 3 months this year would equal 2023 capacity additions.

Starting in June of this year, thermal electricity production has gone down even as total electric demand has increased. A tipping point for China's energy seems to have been reached.

cross-posted from: https://lemmy.ca/post/31642688

for capacity: https://insideevs.com/news/738124/toyota-portable-hydrogen-cartridge-fcev/#:~:text=Gallery%3A%20Toyota%20Portable%20Hydrogen%20Cartridges&text=Toyota%20didn't%20say%20how,of%20161%20grams%20of%20hydrogen.

161grams = 5kwh+ of heat energy or close to 3kwh of electric only energy in a fuel cell.

For drones, ebikes, powerstations, this would be higher electric weight density than batteries. And solves ebike/powerstation charging on the go problem.

Accelerating significantly this year. If EVs take off in US, it is yet another massive source of battery support for grid, that can drastically reduce net cost of EV.