Eric Gagen + 713 March 9, 2022 10 hours ago, KeyboardWarrior said: I'd argue, but some people don't understand the difference between levelized cost of generation and returns on capital. Returns on solar still suck, and they're getting worse this year. Returns on capital are often quite good considering that the tax credits and/or other incentives effectively reduce the cost of accessing capital for solar projects, or otherwise improve the economics. Quote Share this post Link to post Share on other sites
Eyes Wide Open + 3,555 March 9, 2022 7 hours ago, Rob Plant said: EWO I'm not a believer in the whole green agenda as you probably know, however what you say above is frankly downright wrong. The vast majority 90+% of EV's in the UK are privately owned and that is the truth. As for saving the planet they do anything but as to become Co2 neutral with a new ICE you have to drive an EV for 3-4 years before you get to parity due to the Co2 it takes to make them in the first place. That is my understanding to, it was the EU I was referring to, to the best of my understanding the UK is no longer party to EU. 1 Quote Share this post Link to post Share on other sites
KeyboardWarrior + 527 March 9, 2022 (edited) 9 hours ago, Jay McKinsey said: The tax credits are a valid part of the calculation. If you chose to dismiss them then you suck at making good business decisions. You have also dismissed a lot of corporate business decisions. In California little if any of the solar generation is owned by the utilities, it is owned by investors and most of the utilities are also investor owned. It was a good decision considering that my current income wouldn't allow me to make use of the credits. It's the sole reason solar is built at all. The revenue from power generation barely covers interest with a capacity factor of 15%. Edited March 9, 2022 by KeyboardWarrior Quote Share this post Link to post Share on other sites
KeyboardWarrior + 527 March 9, 2022 2 hours ago, Eric Gagen said: Returns on capital are often quite good considering that the tax credits and/or other incentives effectively reduce the cost of accessing capital for solar projects, or otherwise improve the economics. Any estimates for sunny regions? Quote Share this post Link to post Share on other sites
Eric Gagen + 713 March 9, 2022 11 minutes ago, KeyboardWarrior said: Any estimates for sunny regions? It depends more on politics than weather Quote Share this post Link to post Share on other sites
KeyboardWarrior + 527 March 9, 2022 8 minutes ago, Eric Gagen said: It depends more on politics than weather I suppose. Wind farms are doing pretty good here in South Dakota because of high capacity factor, but also because state legislature is more lenient than elsewhere. Quote Share this post Link to post Share on other sites
Jay McKinsey + 1,490 March 9, 2022 (edited) Tesla confirms deliveries of German-built Model Ys are starting on March 22 Tesla has confirmed that deliveries of Model Y vehicles built at Gigafactory Berlin in Germany are starting on March 22. Last week, after months of delays, Tesla finally received its official building permit following the environmental approval of its Gigafactory Berlin project. It was believed to be the last regulatory step needed for Tesla to officially start production at Gigafactory Berlin. However, the approval was conditional on about 400 different conditions that the automaker needed to confirm. Surprisingly, German officials said at the time that they expected Tesla to fulfill all those conditions within the next two weeks. It would put the start of production and deliveries (since production actually already unofficially started with hundreds of Model Y vehicles spotted coming out of the plant) at the end of March. Tesla has now confirmed and started sending out invitations for a delivery event on March 22. So @Eyes Wide Open should we expect Volkswagen to take over the Tesla factory before or after Tesla begins shipping their cars from it? Edited March 9, 2022 by Jay McKinsey Quote Share this post Link to post Share on other sites
Old-Ruffneck + 1,246 er March 9, 2022 25 minutes ago, Jay McKinsey said: Tesla confirms deliveries of German-built Model Ys are starting on March 22 Who really cares about owning a Tesla? I still prefer "good 'ol internal combustion." Filling a gas-powered vehicle can still be cheaper than charging an electric one | Fox Business Quote Share this post Link to post Share on other sites
Ron Wagner + 710 March 9, 2022 On 4/23/2021 at 3:21 PM, Meredith Poor said: I had been led to believe that Ivanpah had been shut down, but the satellite pictures show otherwise. Note the image date at the bottom. Huge areas of the Southwest are great spots for solar farms. They need longer lines though so more expense. The entire area from Los Angeles to Las Vegas is just a small example! 1 Quote Share this post Link to post Share on other sites
Ron Wagner + 710 March 9, 2022 I am for all of the above. Coal, and nuclear are near the bottom of my list. What Russia is doing in Ukraine has turned me against nuclear once again. We don't need that to happen here. Yes, it could happen. Sure, renewables are fine if they are cost competitive with natural gas and oil. You need to look long term. Both need development. Renewables need far more though and are way behind in what they produce. Quote Share this post Link to post Share on other sites
Ron Wagner + 710 March 9, 2022 https://afn.net/opinion/ben-shapiro/2022/03/09/fantasies-over-green-energy-fueled-by-ignorance-of-reality/ The world needs more energy NOW! RCW Fantasies over 'green energy' fueled by ignorance of reality Ben Shapiro Mar 09, 2022 1 1 Quote Share this post Link to post Share on other sites
Jay McKinsey + 1,490 March 9, 2022 Just now, Old-Ruffneck said: Who really cares about owning a Tesla? I still prefer "good 'ol internal combustion." Filling a gas-powered vehicle can still be cheaper than charging an electric one | Fox Business Way more people than they can make cars for. Tesla Superchargers are much less expensive than the EA network cited in your article and Tesla cars are much more efficient than the Mach E also cited in your article. Quote Share this post Link to post Share on other sites
Old-Ruffneck + 1,246 er March 9, 2022 7 minutes ago, Jay McKinsey said: Way more people than they can make cars for. Tesla Superchargers are much less expensive than the EA network cited in your article and Tesla cars are much more efficient than the Mach E also cited in your article. I would believe the article over yer biased opinions. Quote Share this post Link to post Share on other sites
Eric Gagen + 713 March 9, 2022 (edited) 2 hours ago, KeyboardWarrior said: I suppose. Wind farms are doing pretty good here in South Dakota because of high capacity factor, but also because state legislature is more lenient than elsewhere. Wind is IMHO on the 'other' side of the technology and power generation supply curve. It can make a handsome profit without subsidies in the right places, and private equity is lining up to build capacity. Solar is still more situational. Just like 'traditional' energy projects, the same questions always apply: How hard is it to get permits - how expensive is environmental review, what 'special taxation district' rules do we have to get through the legislature, etc. Edited March 9, 2022 by Eric Gagen 1 2 Quote Share this post Link to post Share on other sites
Ron Wagner + 710 March 9, 2022 (edited) 13 minutes ago, Jay McKinsey said: Way more people than they can make cars for. Tesla Superchargers are much less expensive than the EA network cited in your article and Tesla cars are much more efficient than the Mach E also cited in your article. When do you think that inexpensive electric vehicles will be available in the Western World? Why don't we have them available now? I have been a fan of one marketed from Texas called the Kandi I think. Edited March 9, 2022 by Ron Wagner Quote Share this post Link to post Share on other sites
Ron Wagner + 710 March 9, 2022 38 minutes ago, Eric Gagen said: Wind is IMHO on the 'other' side of the technology and power generation supply curve. It can make a handsome profit without subsidies in the right places, and private equity is lining up to build capacity. Solar is still more situational. Just like 'traditional' energy projects, the same questions always apply: How hard is it to get permits - how expensive is environmental review, what 'special taxation district' rules do we have to get through the legislature, etc. Also what will the federal government and the existing politicians do for or against a specific technology. I think they are getting a big wake up call right now which will go on for a few years at least. The global warmists will not be able to mandate their choices. All of the above will be the way to go for awhile. Quote Share this post Link to post Share on other sites
Jay McKinsey + 1,490 March 9, 2022 41 minutes ago, Ron Wagner said: When do you think that inexpensive electric vehicles will be available in the Western World? Why don't we have them available now? I have been a fan of one marketed from Texas called the Kandi I think. Because demand is greater than supply which drives up the cost. Why make 2 low margin EV when you can make one high margin EV? Teslas are expensive and there is no end in sight of increasing demand. Americans like big powerful vehicles, little econo boxes don't sell well here. The first low cost EVs in the West are in Europe: The Dacia Spring Electric is probably the most environmentally-friendly and pocket-friendly electric car on the market in Europe right now. It's an absolute entry-level, small, city car for up to four passengers, which appears to be a perfect solution for the basic transport needs, especially in big city centers, where space is constrained. According to Fully Charged's review, Dacia (part of the Renault Group), offers the Spring Electric in France at €17,890 ($20,200), but with incentives, it can be as low as €12,500 or so ($14,100). https://insideevs.com/features/549565/europe-cheapest-ev-dacia-spring/ 1 Quote Share this post Link to post Share on other sites
Ecocharger + 1,475 DL March 9, 2022 31 minutes ago, Jay McKinsey said: Because demand is greater than supply which drives up the cost. Why make 2 low margin EV when you can make one high margin EV? Teslas are expensive and there is no end in sight of increasing demand. Americans like big powerful vehicles, little econo boxes don't sell well here. The first low cost EVs in the West are in Europe: The Dacia Spring Electric is probably the most environmentally-friendly and pocket-friendly electric car on the market in Europe right now. It's an absolute entry-level, small, city car for up to four passengers, which appears to be a perfect solution for the basic transport needs, especially in big city centers, where space is constrained. According to Fully Charged's review, Dacia (part of the Renault Group), offers the Spring Electric in France at €17,890 ($20,200), but with incentives, it can be as low as €12,500 or so ($14,100). https://insideevs.com/features/549565/europe-cheapest-ev-dacia-spring/ Less than 1% of the vehicles market...no real change here, or going forward. Who wants to drive this golf buggy? 1 Quote Share this post Link to post Share on other sites
Jay McKinsey + 1,490 March 9, 2022 1 hour ago, Old-Ruffneck said: I would believe the article over yer biased opinions. The other funny thing about your article is that they didn't use a pure ICE for their comparison they used an HEV. But of course if they would have used a pure ICE they would have had to say that BEV is always less expensive. At this early stage of the transition if you don't have your own garage or carport then a HEV is a better choice than BEV. But charging overnight at home is dirt cheap compared to buying gasoline. 1 Quote Share this post Link to post Share on other sites
Ecocharger + 1,475 DL March 9, 2022 (edited) Biden is now reversing gears and backpedaling his Green revolution....he is now begging for more shale oil production. Talk about schizophrenia in high places....this deserves some kind of award for hysteria. https://oilprice.com/Latest-Energy-News/World-News/Shale-CEOs-Meet-With-US-Officials-Amid-Surging-Oil-Prices.html “I’ve been told his mindset is changing,” Scott Sheffield, CEO of Pioneer Natural Resources, the biggest oil producer in the Permian, told Bloomberg, referring to President Biden’s stance on the oil industry. Commenting on the import ban for Russian energy, American Petroleum Institute (API) President and CEO Mike Sommers said on Tuesday: “We share the goal of reducing reliance on foreign energy sources and urge policymakers to advance American energy leadership and expand domestic production to counter Russia’s influence in global energy markets.” The U.S. oil industry seeks a longer-term commitment to the sector from the Administration and says that despite all pleas and calls, it simply cannot raise production too fast too soon. Capex discipline from the largest shale firms and the supply chain bottlenecks for many producers will cap U.S. oil production growth, industry executives say. Even if ConocoPhillips decided to pump more oil today, the first drop of new oil would come within eight to 12 months, CEO Ryan Lance told CNBC on Tuesday. Occidental Petroleum CEO Vicki Hollub said at the CERAWeek conference: “We’ve never faced a scenario where we need to grow production, when actually supply chains not only in our industry but every industry in the world [are] being impacted by the pandemic.” Despite its flexibility to respond to soaring oil prices, the U.S. shale patch cannot come to the rescue of the increasingly tightening global oil market with some Russian crude not making its way to buyers, commodity intelligence firm Kpler said earlier this week." Edited March 9, 2022 by Ecocharger Quote Share this post Link to post Share on other sites
footeab@yahoo.com + 2,191 March 10, 2022 20 hours ago, notsonice said: Second eight-hour lithium-ion battery system C Power said yesterday that members of the Joint Power Agency’s board voted at a special meeting to enter into a contract for Goal Line, a 50MW/400MWh lithium-ion 8 hours.... Almost rational in perfect weather, though last I checked, average sun hours in winter with tracking was less than 8 hours... So, shall we go back to 1st grade? 24-8 is what again? In a perfect world where there are no clouds for a couple days straight or is thinking about clouds too difficult for genius's in California? Apparently they never passed the 1st grade either. 1 Quote Share this post Link to post Share on other sites
notsonice + 1,255 DM March 10, 2022 (edited) 2 hours ago, Ecocharger said: Less than 1% of the vehicles market...no real change here, or going forward. Who wants to drive this golf buggy? the 2022 new vehicle sales of ev's in the US is currently estimated to be 1.2 million vehicles Do you want me to do the math for you on what percentage of the new vehicle market this is????? Edited March 10, 2022 by notsonice 1 Quote Share this post Link to post Share on other sites
notsonice + 1,255 DM March 10, 2022 51 minutes ago, footeab@yahoo.com said: 8 hours.... Almost rational in perfect weather, though last I checked, average sun hours in winter with tracking was less than 8 hours... So, shall we go back to 1st grade? 24-8 is what again? In a perfect world where there are no clouds for a couple days straight or is thinking about clouds too difficult for genius's in California? Apparently they never passed the 1st grade either. You obviously have never been to California. Yes you should go back to the first grade 1 Quote Share this post Link to post Share on other sites
footeab@yahoo.com + 2,191 March 10, 2022 Just now, notsonice said: You obviously have never been to California. Yes you should go back to the first grade Oh, are you going to demonstrate 1st grade math? We are waiting with baited breath. Quote Share this post Link to post Share on other sites
notsonice + 1,255 DM March 10, 2022 (edited) 4 minutes ago, footeab@yahoo.com said: Oh, are you going to demonstrate 1st grade math? We are waiting with baited breath. I have no idea what you are babbling about. You seem to be upset again, did you not get a nap today????? you do not understand when peak demand occurs???? let me explain it to you, Junior When the sun is shining......and it is hot out (cause the sun is shining).....solar panels work the best....especially at mid day.....these are the days that people use air-conditioners. So you need more power....as in June July and August..........when the sun shines the most and it is really hot out....so you use batteries to store the excess power generated (yep when the sun is shining at the most during the middle of they day) and when people crank up their power usage from 3 to 7 pm you have the batteries put power back into the grid........IE peak power use is always from 3 to 7 pm and on cloudy days....it does not get very hot out as the sunshine does not hit you in the face....you do not need air conditioning so much ....as it is never very hot ......and the peak power usage is much less than when the sun is shining Got it bird brain??????? Edited March 10, 2022 by notsonice 1 1 1 Quote Share this post Link to post Share on other sites