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GREEN NEW DEAL = BLIZZARD OF LIES

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5 hours ago, Ecocharger said:

I hear that is the big problem, the mining is very dirty and toxic to humans. That puts a severe limit on supply of lithium. And cobalt is needed to keep batteries from overheating and catching on fire, cobalt being in weak supply.

Interesting factoid. Lithium was the first drug (that I am aware of) that was used to actually treat bipolar disease. Yes, it can be toxic. 

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18 hours ago, Ecocharger said:

It means that a tiny, tiny miniscule percentage  of less than one percent of rolling stock of vehicles in America and China are EV. To ramp up to any sizeable percentage of stock requires exponential cost increases for battery inputs.

Not just battery input costs. 


"The intermittency of renewables such as wind power has come into focus in Europe in recent months as some of the slowest wind speeds in decades have exacerbated a reliance on gas and coal for electricity — including in the UK, the world’s biggest offshore wind market. Vestas has cut its full-year profit margin guidance before special items to 4 per cent, having trimmed it to 5-7 per cent in August from an initial 6-8 per cent. The turbine maker blamed a range of factors including global supply chain blockages and shortages of components, along with higher raw material and transport costs."

https://www.ft.com/content/b03713d6-5e87-414e-8da3-506163f6497e

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(edited)

Biden & Co. are still at war with oil and oil producers. Threats are emerging of Nopec resuscitation, removing antitrust exemptions for foreign state producers. However, that would probably not work in world trade courts, and would not result in more oil production, as needed now and quickly.

https://oilprice.com/Energy/Energy-General/Biden-Is-Helpless-As-OPEC-Meets-In-Vienna.html

"According to an FT report, the White House has another card up its sleeve if OPEC refuses to yield to its demands. Based on Energy Secretary Jennifer Granholm’s reference to OPEC as a cartel earlier this week, the U.S. may decide to attack the group on legal grounds.

“But the sleeper risk — as indicated by Granholm’s pointed description of OPEC+ as a “cartel” — is antitrust action, such as asking Congress for Nopec, a bill that would remove the sovereign exemption from the Sherman Antitrust Act. While Nopec has gone nowhere in Congress so far this year, were the president to call for it, it would likely pass quickly. Republicans won’t die on Nopec hill,” former George W. Bush adviser and OPEC expert Bob McNally told the FT.

That will hardly make the group any more cooperative and even if OPEC breaks down, based on Bloomberg’s Lee’s production capacity calculations, it could still make trouble for large oil consumers. It will just have one more reason to do it."

Edited by Ecocharger

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7 hours ago, Jay McKinsey said:

LFP batteries don't use cobalt and they are less likely to catch on fire than batteries that use cobalt.

Cobalt will continue to be an essential material input into most batteries.

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5 hours ago, ronwagn said:

It looks like all the alarmist hysteria being hyped and trumpeted by irresponsible politicians is simply a load of nonsense.

Nicely stated here, 

"Whereas a century ago, “almost half a million people died on average each year from storms, floods, droughts, wildfires and extreme temperatures,” in 2020, the number dropped to just 14,000. The year 2021 is looking better still, with a death toll of just 5,500 people from climate-related disasters so far, which suggests a year-end total in the neighborhood of 6,600, a record low. “That’s almost 99% less than the death toll a century ago,” Lomborg writes. “The global population has quadrupled since then, so this is an even bigger drop than it looks.” As climate alarmists whip themselves into a frenzy in Glasgow, trying to get governments to adopt astronomically expensive and ineffective measures to curb climate change, the facts seem to suggest that a little sobriety goes a long way."

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1 hour ago, Ecocharger said:

Cobalt will continue to be an essential material input into most batteries.

HaHa, your ignorance of the battery market knows no bounds. All grid storage and mainstream EVs are switching to cobalt free LFP batteries. 

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(edited)

Coal is in a very healthy state going forward after the recent climate summit. Biden & Co. refused to sign the "coal pledge" section which commits to phasing out coal as a fuel to generate electricity. And the nations which did sign the pledge represent only 11% of world coal consumption. In terms of actual impact on any conceivable climate change program, absolutely nothing here, a zero.

https://oilprice.com/Latest-Energy-News/World-News/Worlds-Top-Coal-Users-Will-Still-Use-Coal-Despite-COP26-Pledge.html

"The pledge also lacks specifics in terms of the end date for unabated coal, while analysts point out that the signatories account for just 11 percent of coal-generated electricity globally. Despite President Biden’s loud climate agenda, the United States, where coal still accounts for 20 percent of electricity generation, did not join the pledge—even though the U.S. held last-minute talks with the UK government, during which the U.S. sought an exemption for coal-fired power plants with carbon capture and storage. The unwillingness of the U.S. to join the pledge appears to be linked to the U.S. Administration’s efforts to pass the Build Back Better bill, The New York Times reports, citing U.S. officials. The approval of the bill largely hinges on the vote of West Virginia Senator Joe Manchin, who is opposed to any piece of legislation that could harm coal or natural gas. U.S. officials decided not to anger Senator Manchin further by signing onto the coal phase-out pledge, the NYT reported. Regardless of the reasons why, the lack of broad and meaningful support for the coal phase-out plan could mean that coal won’t be phased out as quickly as COP26 would like us to believe. "

Edited by Ecocharger
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10 hours ago, Jay McKinsey said:

HaHa, your ignorance of the battery market knows no bounds. All grid storage and mainstream EVs are switching to cobalt free LFP batteries. 

Lithium shortages will stop that and cause further reliance on cobalt, which is also a limited supply item.

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We dare not burn that nasty polluting goo.  Nor do we have to do so.

Being a former engineer for a large power company and having earned a Master of Science in Energy and the Environment, I had PV panels installed six years ago, with my estimated payback of 15-17 years, . . the right thing for an eco-freak to do. Before they could be installed, we acquired a VW e-Golf electric car. The savings in gasoline alone took the solar system payback down to 3 1/2 years. So, we added a used Tesla Model S, P85, and that took the payback down to less than three years, which means we now get free power for household and transportation.

But that is not all: We do not need to go to gas stations, we fuel up at home at night with cheap baseload power. During the daytime, the PV system turns our meter backwards powering the neighborhood with clean local power, which we trade for the stuff to be used that night. If we paid for transportation fuel, the VW would cost us 4 cents/mile to drive, and the Tesla would cost 5 cents/mile at California off-peak power prices.

No oil changes are a real treat along with no leaks. And since it has an electric motor, it needs NO ENGINE MAINTENANCE at all. We do not go "gas up", or get tune-ups or emissions checks, have no transmission about which to worry, no complicated machined parts needing care.

 

The future is fossil-fuel free, cheaper and CLEAN.

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6 hours ago, gkam44 said:

We dare not burn that nasty polluting goo.  Nor do we have to do so.

Being a former engineer for a large power company and having earned a Master of Science in Energy and the Environment, I had PV panels installed six years ago, with my estimated payback of 15-17 years, . . the right thing for an eco-freak to do. Before they could be installed, we acquired a VW e-Golf electric car. The savings in gasoline alone took the solar system payback down to 3 1/2 years. So, we added a used Tesla Model S, P85, and that took the payback down to less than three years, which means we now get free power for household and transportation.

But that is not all: We do not need to go to gas stations, we fuel up at home at night with cheap baseload power. During the daytime, the PV system turns our meter backwards powering the neighborhood with clean local power, which we trade for the stuff to be used that night. If we paid for transportation fuel, the VW would cost us 4 cents/mile to drive, and the Tesla would cost 5 cents/mile at California off-peak power prices.

No oil changes are a real treat along with no leaks. And since it has an electric motor, it needs NO ENGINE MAINTENANCE at all. We do not go "gas up", or get tune-ups or emissions checks, have no transmission about which to worry, no complicated machined parts needing care.

 

The future is fossil-fuel free, cheaper and CLEAN.

Going Green sure isn't clean, but you have to consider also that if your entire neighborhood decided to go EV, the drain on your electrical system would exceed capacity, requiring the system to be redrawn, very expensive.

Edited by Ecocharger

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(edited)

Oil is looking to expand going forward, with an expected growth in American oil production following the urgent pleas of Biden & Co. to increase oil output. Things get stranger and stranger.

https://oilprice.com/Energy/Oil-Prices/Citi-Oil-Will-Continue-Rising-This-Quarter.html

"Yet OPEC is not the only player in the field, according to Morse. In fact, he thinks the U.S. could surprise everyone next year by ramping up production substantially. U.S. production, Morse said, could grow by a lot more than any individual OPEC country in 2022. While the U.S. oil industry ramps up, however, the U.S. administration is experiencing an embarrassing moment, Morse also said, referring to the White House’s accusations towards OPEC of being responsible for bringing more oil to the market to keep retail fuel prices lower. “This is an embarrassing moment for the U.S. government under the Biden administration, which has been not looking at fossil fuels,” Morse said, adding that production in the Permian was already back to pre-pandemic levels and about to “explode” with production next year. In this context, Morse expects a year from now, OPEC may have to think about limiting production again as prices would fall dramatically from current levels."

Edited by Ecocharger
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5 hours ago, Ecocharger said:

Lithium shortages will stop that and cause further reliance on cobalt, which is also a limited supply item.

Good grief you are clueless. LFP and NCA/NCM use the same amount of lithium. Lithium and cobalt are not substitutes, they perform different roles.

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(edited)

46 minutes ago, Jay McKinsey said:

Good grief you are clueless. LFP and NCA/NCM use the same amount of lithium. Lithium and cobalt are not substitutes, they perform different roles.

They are both in short supply. Demand for cobalt is not going away anytime soon.

https://www.reuters.com/business/energy/shortages-flagged-ev-materials-lithium-cobalt-2021-07-01/#:~:text=Cobalt content in batteries has,2030 from 141%2C000 last year.

"High lithium prices have failed to spur investment in new capacity due to lower long-term contract prices, while the problem for cobalt supply is that it is mainly a byproduct of copper, meaning investment decisions are based on copper prices."

"Cobalt content in batteries has been cut significantly in recent years, but soaring sales of EVs mean demand for the minor metal is expected to rise overall, leaving deficits. Analysts at Roskill forecast cobalt demand will rise to 270,000 tonnes by 2030 from 141,000 last year.

Cobalt%20demand%20as%20percent%20of%20whole.PNG

Edited by Ecocharger
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(edited)

EV sales continue to skyrocket! Germany now over 30% new EV market share:

October-2021-Germany-Passenger-Auto-Registrations-SQ.png

 

 

Edited by Jay McKinsey
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(edited)

1 hour ago, Jay McKinsey said:

EV sales continue to skyrocket! Germany now over 30% new EV market share:

October-2021-Germany-Passenger-Auto-Registrations-SQ.png

 

 

Didn't we hear that story a few times already?  It means nothing without the perspective of the percentage of rolling stock. That percentage of rolling stock is, of course, tiny, tiny, miniscule, less than a fraction of a fraction of one percent. Not even worth paying attention to. But if you are a true believer in Green Dreams, dream on, brother.

Of course, with essential EV inputs now into an exponential price increase, any attempt to ramp up EV production will run into a brick wall of insurmountable costs...end of story, end of dream.

Edited by Ecocharger
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11 minutes ago, Ecocharger said:

Didn't we hear that story a few times already?  It means nothing without the perspective of the percentage of rolling stock. That percentage of rolling stock is, of course, tiny, tiny, miniscule, less than a fraction of a fraction of one percent. Not even worth paying attention to. But if you are a true believer in Green Dreams, dream on, brother.

Of course, with essential EV inputs now into an exponential price increase, any attempt to ramp up EV production will run into a brick wall of insurmountable costs...end of story, end of dream.

All rolling stock was once a new car sale. What the new car market looks like today is what the rolling stock will look like tomorrow. EV sales just keep growing.

Edited by Jay McKinsey

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Just now, Jay McKinsey said:

All rolling stock was once a new car sale. What the new car market looks like today is what the rolling stock will look like tomorrow and EV sales just keep growing.

No, those internal combustion machines, which comprise the vast majority of current sales, even in Germany, just keep chugging along, twenty years as second-hand vehicles under new ownership. EVs remain as a percentage of a percentage of less than one percent. Nothing to pay attention to.

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(edited)

10 hours ago, gkam44 said:

We dare not burn that nasty polluting goo.  Nor do we have to do so.

Being a former engineer for a large power company and having earned a Master of Science in Energy and the Environment, I had PV panels installed six years ago, with my estimated payback of 15-17 years, . . the right thing for an eco-freak to do. Before they could be installed, we acquired a VW e-Golf electric car. The savings in gasoline alone took the solar system payback down to 3 1/2 years. So, we added a used Tesla Model S, P85, and that took the payback down to less than three years, which means we now get free power for household and transportation.

But that is not all: We do not need to go to gas stations, we fuel up at home at night with cheap baseload power. During the daytime, the PV system turns our meter backwards powering the neighborhood with clean local power, which we trade for the stuff to be used that night. If we paid for transportation fuel, the VW would cost us 4 cents/mile to drive, and the Tesla would cost 5 cents/mile at California off-peak power prices.

No oil changes are a real treat along with no leaks. And since it has an electric motor, it needs NO ENGINE MAINTENANCE at all. We do not go "gas up", or get tune-ups or emissions checks, have no transmission about which to worry, no complicated machined parts needing care.

 

The future is fossil-fuel free, cheaper and CLEAN.

I hear very few stories about folks like you. Congratulations. If I were young, I would consider the same course. I do get 40 mpg on a three cylinder car we own. We have two others that are larger. How many square feet in your solar panels? 

I think a lot of Americans have problems getting a good deal on their excess electricity. Do you have battery backup for cloudy weather? Are you rural or suburban?

Edited by ronwagn

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This Green New Deal is dead. KAPUT seems to be in order....

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On 11/5/2021 at 9:55 AM, gkam44 said:

We dare not burn that nasty polluting goo.  Nor do we have to do so.

Being a former engineer for a large power company and having earned a Master of Science in Energy and the Environment, I had PV panels installed six years ago, with my estimated payback of 15-17 years, . . the right thing for an eco-freak to do. Before they could be installed, we acquired a VW e-Golf electric car. The savings in gasoline alone took the solar system payback down to 3 1/2 years. So, we added a used Tesla Model S, P85, and that took the payback down to less than three years, which means we now get free power for household and transportation.

But that is not all: We do not need to go to gas stations, we fuel up at home at night with cheap baseload power. During the daytime, the PV system turns our meter backwards powering the neighborhood with clean local power, which we trade for the stuff to be used that night. If we paid for transportation fuel, the VW would cost us 4 cents/mile to drive, and the Tesla would cost 5 cents/mile at California off-peak power prices.

No oil changes are a real treat along with no leaks. And since it has an electric motor, it needs NO ENGINE MAINTENANCE at all. We do not go "gas up", or get tune-ups or emissions checks, have no transmission about which to worry, no complicated machined parts needing care.

 

The future is fossil-fuel free, cheaper and CLEAN.

Just watch those large rocks on the road.

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Just need to visit Ivanpah and its continuing failure to obscurity while the taxpayer is on the hook for $2.2 billion!  But, under the Biden plan of destruction, it will look like  chump change!

Ivanpah solar power plant uses Natural Gas

by 

The giant Ivanpah solar power plant in the California Mojave Desert recently detailed how much natural gas it burned to generate power when the sun wasn’t sufficient – the equivalent to 46,000 tons of CO2 emissions in its first year, according to reports.

Along with its impacts on wildlife and its receipt of federal incentives, news of the CO2 emissions has renewed criticism of the 377-megawatt facility, which supplies 140,000 California homes during peak hours of the day.

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On 11/5/2021 at 2:04 PM, Ecocharger said:

Demand for cobalt is not going away anytime soon

"Cobalt content in batteries has been cut significantly in recent years, but soaring sales of EVs mean demand for the minor metal is expected to rise overall, leaving deficits. Analysts at Roskill forecast cobalt demand will rise to 270,000 tonnes by 2030 from 141,000 last year.

Cobalt%20demand%20as%20percent%20of%20whole.PNG

 EV sales growth will have to continue at an exponential rate for this prediction to be true. Glad you are in agreement with me about continued massive growth of EV sales.

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(edited)

So now Biden & Co. are trying desperately to divert the blame for higher oil prices to the OPEC+ nations, without acknowledging that the real problem is right here in these United States, namely the rabidly anti-oil climate panic, which carried these deluded crusaders into office. It is the current administration which has spear-headed the war against 84% of world energy supplies, and caused the current economic crisis. Look in the mirror, guys.

https://oilprice.com/Energy/Oil-Prices/Biden-Threatens-OPEC-With-Undisclosed-Tools.html

"The U.S. administration has been urging OPEC and its partners in OPEC+ to add more barrels to their combined output since July as recovering demand for oil products pushed prices at the pump to politically uncomfortable highs. Most recently, the calls have turned into demands and accusations of OPEC+ threatening the global economic recovery by withholding barrels from the market. "Opec+ seems unwilling to use the capacity and power it has now at this critical moment of global recovery for countries around the world," a spokesperson for President Biden's National Security Council said last week, as quoted by the Financial Times. "Our view is that the global recovery should not be imperilled by a mismatch between supply and demand." The option of releasing crude from the SPR has been mentioned a few times, including by Energy Secretary Jennifer Granholm, but for now, the administration appears to be reluctant to tap the strategic reserve. As to what the other tools are that Washington plans to use to convince OPEC+ to pump more oil, details on those have yet to be shared publicly."

Edited by Ecocharger

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(edited)

On 11/7/2021 at 2:26 PM, Jay McKinsey said:

 EV sales growth will have to continue at an exponential rate for this prediction to be true. Glad you are in agreement with me about continued massive growth of EV sales.

Any attempt to ramp up EV production to a sizeable percentage of the vehicle stock will cause rare inputs into batteries to grow exponentially in price, thus placing a brick wall in the way of EV demand.

Simple.

Edited by Ecocharger

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