GREEN NEW DEAL = BLIZZARD OF LIES

[footeab@yahoo.com + 2,141]

51 minutes ago, TailingsPond said:

Hence the batteries, and a lot of energy is wanted when the sun shines.  Humans are generally most active during the day.

Batteries are Utopia currently.  Until then claiming such is yet another perverted lie.... but then I expect nothing more from the likes of honorless people

[Ecocharger + 1,384]

3 hours ago, turbguy said:

I must ask, "what level of electric reliability is satisfactory"

The electric generation availability in wind, solar, hydroelectric, nuclear, coal, and natural gas units (in 2022), according to the U.S. Energy Information Administration (EIA), was as follows:

Wind | 95.5%

Solar | 99.5% 

Hydroelectric | 95.3%

Nuclear | 92.7% 

Coal | 83.2%

Natural gas | 92.1% |

Actually, coal units are the LEAST available.  That's why you need a bunch of 'em.

There is a difference between availability due to natural factors and availability disrupted by political intervention.

If the government forces coal to be unavailable, that will impact its availability. But wind, solar and hydro electrical generation are inherently unreliable due to natural interruptions.

[Ecocharger + 1,384]

3 hours ago, Jay McKinsey said:

"No one really wants an EV" yet EV sales just keep skyrocketing. 

No they don't. The most fanatical EV advocates refuse to purchase an EV.

Like yourself, Jay. A lot of hot air from you about EVs but you do not put your money where your mouth is.

 

[notsonice + 1,102]

17 minutes ago, Ecocharger said:

There is a difference between availability due to natural factors and availability disrupted by political intervention.

If the government forces coal to be unavailable, that will impact its availability. But wind, solar and hydro electrical generation are inherently unreliable due to natural interruptions.

availability disrupted by political intervention????

you are babbling again..........

 

coal is now being stockpiled across the US with no takers as no one wants the electricity from coal fired plants....

Enjoy the transition

Edited October 3, 2023 by notsonice

[notsonice + 1,102]

5 minutes ago, Ecocharger said:

No they don't. The most fanatical EV advocates refuse to purchase an EV.

Like yourself, Jay. A lot of hot air from you about EVs but you do not put your money where your mouth is.

 

The most fanatical EV advocates refuse to purchase an EV????

any proof behind your BS????

of course not, as all you do is make up BS

[TailingsPond + 505]

30 minutes ago, footeab@yahoo.com said:

Batteries are Utopia currently.  Until then claiming such is yet another perverted lie.... but then I expect nothing more from the likes of honorless people

You deny the existence of batteries?  Get a grip. The Prius came out way back in 1997 and they have only gotten much better since then - try to keep up.

You do not need massive battery installations to store solar and wind "when the sun shines and the wind blows." A bunch of EV's and a hundred million cell phones charging adds up. The big installations are just gravy.

Honourless?  Please remember you are the one who thinks poisoning the earth is acceptable.    Think of the children!

 

Edited October 3, 2023 by TailingsPond

[TailingsPond + 505]

19 minutes ago, Ecocharger said:

No they don't. The most fanatical EV advocates refuse to purchase an EV.

 

 

Have you purchased an airplane recently?  If not, does that make you against airplanes?

Logic fail.

[Jay McKinsey + 1,489]

1 hour ago, Ecocharger said:

No they don't. The most fanatical EV advocates refuse to purchase an EV.

Like yourself, Jay. A lot of hot air from you about EVs but you do not put your money where your mouth is.

 

Wow what desperation. So your entire argument rests on me. That is a tragic failure on your part and nothing to do with being an economist. So we can declare your position dead.

[Ecocharger + 1,384]

1 hour ago, TailingsPond said:

Have you purchased an airplane recently?  If not, does that make you against airplanes?

Logic fail.

I am not suggesting that every American must buy an airplane, that is the claim being made for EVs.

Those who promote EVs should be willing to shell out the necessary money for one and show the rest of us how to do it before opening their mouths.

[Ecocharger + 1,384]

3 minutes ago, Jay McKinsey said:

Wow what desperation. So your entire argument rests on me. That is a tragic failure on your part and nothing to do with being an economist. So we can declare your position dead.

You can declare your own position dead. You talk a lot about others buying EVs but you are unwilling to shell out the money for your own EV.

Do you know how that position of  yours should be categorized? That's right, do as I say, not as I do! Sound familiar?

Edited October 3, 2023 by Ecocharger

[Jay McKinsey + 1,489]

1 hour ago, Ecocharger said:

You can declare your own position dead. You talk a lot about others buying EVs but you are unwilling to shell out the money for your own EV.

Do you know how that position of  yours should be categorized? That's right, do as I say, not as I do! Sound familiar?

 We have objective sales numbers that EV sales just keep skyrocketing. To deny that reality just makes you a public ignoramus. The reason you keep fixating on little ole' me is that you know you have lost and you are expressing your desperation. 

I am not saying you should get an EV, I am just reporting that EV sales are skyrocketing and everything indicates they are just getting going.

Edited October 3, 2023 by Jay McKinsey

[TailingsPond + 505]

13 minutes ago, Ecocharger said:

 That's right, do as I say, not as I do! Sound familiar?

Describes company management pretty well.

Leaders are not like typical employees, "do as I say not as I do" is pretty normal.

[Ecocharger + 1,384]

4 hours ago, Jay McKinsey said:

 We have objective sales numbers that EV sales just keep skyrocketing. To deny that reality just makes you a public ignoramus. The reason you keep fixating on little ole' me is that you know you have lost and you are expressing your desperation. 

I am not saying you should get an EV, I am just reporting that EV sales are skyrocketing and everything indicates they are just getting going.

No, EV sales are stagnating and piling up on the sales lots. That is what the data shows.

And your own choice to avoid buying an EV is consistent with that trend.

Guys like you who rant about EVs taking over the market are usually the ones who drive the worst type of polluting fossil fuel car. You don't see the humor in that?

Edited October 3, 2023 by Ecocharger

[Jay McKinsey + 1,489]

30 minutes ago, Ecocharger said:

No, EV sales are stagnating and piling up on the sales lots. That is what the data shows.

And your own choice to avoid buying an EV is consistent with that trend.

Guys like you who rant about EVs taking over the market are usually the ones who drive the worst type of polluting fossil fuel car. You don't see the humor in that?

You are a sucker for clickbait.

The “103 days’ supply of EVs” is BS because Tesla, Rivian, and Polestar, accounting for about 65% of total EV sales in the US, don’t have dealers and don’t disclose their US inventories and therefore don’t disclose days’ supply of EVs in inventory.

Estimates of days’ supply of EVs are based on the guesses of the EVs by legacy automakers on dealer lots and in transit. There are now dozens of EV models by all legacy automakers combined, accounting for only 35% of total EV sales.

So these are a bunch of relatively low-volume models where each dealer has between zero and a few in stock and a few in transit and sells a few a month.

For example, there are about 4,000 Ford dealers, and if Ford ever succeeds in building the promised 150,000 Lightning trucks per year — it has been trying to ramp up production but remains far from it — that would be 38 Lightning trucks on average per year for each Ford dealer, or about 3 per months, which is minuscule. So they get 3 per month, and 3 are in transit, for an “inventory” of 6 (on the lot and in transit), and if they sell out of all three on the lot, they have 60 days supply. If the units “in transit” get hung up somewhere or if they sell 2 of the 3 trucks in stock, suddenly they have over 100 days supply. That’s how silly “days’ supply” can be with low-volume units.

This estimate about legacy automakers’ EVs in inventory and in transit, and the small sales volume of each of these dozens of models, was used to come up with 103 days’ supply.

The dual problem that it only covers about 35% of EV sales and is based on dozens of relatively low-volume models by legacy automakers makes this a ridiculous nonsensical metric for the overall EV market. It doesn’t indicate anything about the overall EV market. But it sure was dragged out by the media to create stupid clickbait headlines about collapsing demand for EVs or whatever.

[Ecocharger + 1,384]

12 hours ago, Jay McKinsey said:

You are a sucker for clickbait.

The “103 days’ supply of EVs” is BS because Tesla, Rivian, and Polestar, accounting for about 65% of total EV sales in the US, don’t have dealers and don’t disclose their US inventories and therefore don’t disclose days’ supply of EVs in inventory.

Estimates of days’ supply of EVs are based on the guesses of the EVs by legacy automakers on dealer lots and in transit. There are now dozens of EV models by all legacy automakers combined, accounting for only 35% of total EV sales.

So these are a bunch of relatively low-volume models where each dealer has between zero and a few in stock and a few in transit and sells a few a month.

For example, there are about 4,000 Ford dealers, and if Ford ever succeeds in building the promised 150,000 Lightning trucks per year — it has been trying to ramp up production but remains far from it — that would be 38 Lightning trucks on average per year for each Ford dealer, or about 3 per months, which is minuscule. So they get 3 per month, and 3 are in transit, for an “inventory” of 6 (on the lot and in transit), and if they sell out of all three on the lot, they have 60 days supply. If the units “in transit” get hung up somewhere or if they sell 2 of the 3 trucks in stock, suddenly they have over 100 days supply. That’s how silly “days’ supply” can be with low-volume units.

This estimate about legacy automakers’ EVs in inventory and in transit, and the small sales volume of each of these dozens of models, was used to come up with 103 days’ supply.

The dual problem that it only covers about 35% of EV sales and is based on dozens of relatively low-volume models by legacy automakers makes this a ridiculous nonsensical metric for the overall EV market. It doesn’t indicate anything about the overall EV market. But it sure was dragged out by the media to create stupid clickbait headlines about collapsing demand for EVs or whatever.

Well, those estimates of EVs piling up on sales lots seem to indicate the state of the market.

Here is what is going on with Tesla.

With sales slow and inventories piling up, the next stage is production declines, and so what do we see with Tesla?

You guessed it, production declines.

https://oilprice.com/Energy/Energy-General/Production-Pauses-Hit-Teslas-Q3-Figures-Harder-Than-Anticipated.html

"Tesla delivered 435,059 vehicles in Q3, missing consensus delivery estimates of 456,722, leading to a share drop in pre-market trading."

Edited October 3, 2023 by Ecocharger

[Ecocharger + 1,384]

Coal is still King.

https://oilprice.com/Latest-Energy-News/World-News/Coal-Production-Surges-By-83-At-Indias-Largest-Power-Firm.html

"India’s state power giant NTPC Ltd reported on Tuesday an 83% jump in coal production from the mines it operates in the first half of the 2023/24 fiscal year as India continues to rely on coal to meet most of its electricity demand.   

Coal still generates around 70% of the country’s electricity."

Edited October 3, 2023 by Ecocharger

[Jay McKinsey + 1,489]

37 minutes ago, Ecocharger said:

Well, those estimates of EVs piling up on sales lots seem to indicate the state of the market.

Here is what is going on with Tesla.

With sales slow and inventories piling up, the next stage is production declines, and so what do we see with Tesla?

You guessed it, production declines.

https://oilprice.com/Energy/Energy-General/Production-Pauses-Hit-Teslas-Q3-Figures-Harder-Than-Anticipated.html

"Tesla delivered 435,059 vehicles in Q3, missing consensus delivery estimates of 456,722, leading to a share drop in pre-market trading."

Yep they just had a shutdown to upgrade the production lines for two new models of 3 and Y. 

Meanwhile the first reports of September sales are coming out, doesn't look good for you:

US: Hyundai Ioniq BEV Sales Quadrupled In September 2023

The company achieved a record quarter with close to 17,000 Ioniq 5/Ioniq 6 sales.

 

Hyundai BEV sales last month (YOY change):

• Hyundai Ioniq 5: 3,958 (up 203%)
• Hyundai Ioniq 6: 1,665 (new)
• Total Ioniq family: 5,623 (up 331%) and 8.2% market share

 

Hyundai Ioniq 5/Ioniq 6 sales in the US – September

US: Hyundai Ioniq BEV Sales Quadrupled In September 2023

The company achieved a record quarter with close to 17,000 Ioniq 5/Ioniq 6 sales.

Edited October 3, 2023 by Jay McKinsey

[Rob Plant + 2,656]

Hydrogen's Rise Fuels Global Ammonia Infrastructure Growth

Hydrogen's Rise Fuels Global Ammonia Infrastructure Growth | OilPrice.com

[notsonice + 1,102]

7 hours ago, Rob Plant said:

Hydrogen's Rise Fuels Global Ammonia Infrastructure Growth

Hydrogen's Rise Fuels Global Ammonia Infrastructure Growth | OilPrice.com

Green Fuel for super large engines..........

China and South Korea Compete to Deliver First Large Ammonia-Fueled Ships

 

Hyunadai received orders for four ammonia-fueled gas carreirs that will be larger than vessels currently in service (HD KSOE)

PUBLISHED SEP 7, 2023 7:30 PM BY THE MARITIME EXECUTIVE

 

 

The competition is on between Chinese and South Korean shipbuilders to introduce the first and largest ammonia-fueled large gas carriers as a result of Easter Pacific Shipping’s effort to lead the industry into the adoption of alternative fuels. After announcing the broad industry effort to accelerate the development and deployment of the first ammonia-fueled engines from MAN, additional details came out on the full scope of EPS’s aggressive ship orders placed this week.

Hyundai’s HD Korea Shipbuilding & Offshore Engineering reported two orders for a total of four very large ammonia carriers (VLACS) valued at a total of $463 million to be built at the shipyard in Ulsan, South Korea. Two of the vessels will be delivered directly to EPS while the other two are being built for Greece’s Capital Management and will be operated by EPS. They anticipate the deliveries will begin in the second half of 2027 and each contract includes an option for one additional vessel.

The South Korean shipbuilder is highlighting the vessels as the largest ammonia carriers compared to the current in-service fleet. The four ships will each have a capacity of 88,000 cubic meters of ammonia. The design anticipates converting the ships to ammonia propulsion while Hyundai notes that they are also working with EPS and MAN to develop the ammonia-fueled engines. 

If the specifications are modified as planned, KSOE says these vessels will become the world’s first ammonia-powered carriers. They are also highlighting that with these orders they have received 19 of the 27 orders placed this year for large liquified petroleum gas/ammonia carriers. Also, with these orders, the shipyard has now exceeded 101 percent of its target for 2023 orders.

 

EPS also ordered three 210,000 ton ammonia-fueled bulkers to be built in China (CSSC)

 

Chinese’s Jiangnan Shipyard is reporting that it also signed contracts with EPS calling for the construction of two liquid ammonia carriers that it anticipates will have a capacity of 93,000 cbm. These vessels are based on an independent design developed by the shipyard adapting its current Panda 93 class, of which EPS already ordered four vessels in May 2023. The ships are a fourth-generation design and will be versatile and able to transport LPG such as propane and butane in addition to ammonia.

China State Shipbuilding Corporation’s Qingdao Beihai Shipbuilding Co. reports that it is also part of the ammonia-propulsion orders. They signed a contract for three 210,000-ton ammonia dual-fuel or dual-fuel ready bulkers with an option for three additional vessels all for EPS. The design places two, 3,000 cbm fuel tanks aft on either side of the deckhouse to fuel the ships. These ships are scheduled for delivery in 2026 and 2027. 

Both shipbuilding companies will be joining EPS in the efforts with MAN to complete the design of the first ammonia-fueled marine engines. MAN has said it anticipates the designs will be completed by 2024 and that they would shortly thereafter be available to be incorporated into the ships. EPS has said it is taking an “act-now” approach to decarbonization looking to help lead the maritime industry in the transition.

[Ecocharger + 1,384]

21 hours ago, Jay McKinsey said:

Yep they just had a shutdown to upgrade the production lines for two new models of 3 and Y. 

Meanwhile the first reports of September sales are coming out, doesn't look good for you:

US: Hyundai Ioniq BEV Sales Quadrupled In September 2023

The company achieved a record quarter with close to 17,000 Ioniq 5/Ioniq 6 sales.

 

Hyundai BEV sales last month (YOY change):

• Hyundai Ioniq 5: 3,958 (up 203%)
• Hyundai Ioniq 6: 1,665 (new)
• Total Ioniq family: 5,623 (up 331%) and 8.2% market share

 

Hyundai Ioniq 5/Ioniq 6 sales in the US – September

US: Hyundai Ioniq BEV Sales Quadrupled In September 2023

The company achieved a record quarter with close to 17,000 Ioniq 5/Ioniq 6 sales.

We will see how the inventory numbers stack up, Jay.

Are you saying that you actually bought a Hyundai Ioniq? 

Or are you still sitting on the sidelines and driving your fossil fuel vehicle?

I am guessing the latter.

[Ecocharger + 1,384]

Coal is ramping up in Germany.

https://oilprice.com/Latest-Energy-News/World-News/Germany-Reactivates-Coal-Plants-For-Winter-Power-Boost.html

"Several coal-fired blocks operated by RWE and LEAG at their Niederaußem, Neurath, and Jaenschwalde power plants will be temporarily reactivated until March 2024 as a precautionary measure to safeguard electricity supply in the coming winter, the ministry said, referring to a government decision to bring the coal-fired units online again. "

"INES, the group of German gas storage operators, said in its August gas update that Germany would continue to be at risk of natural gas shortages until the 2026/2027 winter season... "

Edited October 4, 2023 by Ecocharger

[Jay McKinsey + 1,489]

24 minutes ago, Ecocharger said:

We will see how the inventory numbers stack up, Jay.

Are you saying that you actually bought a Hyundai Ioniq? 

Or are you still sitting on the sidelines and driving your fossil fuel vehicle?

I am guessing the latter.

The only numbers that ultimately matter are sales. If you were an economist you would know that.

Q3 Ford and GM EV sales jump!

Ford's BEV sales jumped 41% quarter over quarter and nearly 15% year over year. 

Sales of GM electric vehicles jumped 28% vs. the prior quarter. 

https://www.investors.com/news/auto-sales-q3-2023-gm-ford-gains/

Your desperation is glaring.

Edited October 4, 2023 by Jay McKinsey

[Jay McKinsey + 1,489]

7 minutes ago, Ecocharger said:

Coal is ramping up in Germany.

https://oilprice.com/Latest-Energy-News/World-News/Germany-Reactivates-Coal-Plants-For-Winter-Power-Boost.html

"Several coal-fired blocks operated by RWE and LEAG at their Niederaußem, Neurath, and Jaenschwalde power plants will be temporarily reactivated until March 2024 as a precautionary measure to safeguard electricity supply in the coming winter, the ministry said, referring to a government decision to bring the coal-fired units online again. "

"INES, the group of German gas storage operators, said in its August gas update that Germany would continue to be at risk of natural gas shortages until the 2026/2027 winter season... "

Coal in the US reaches new low:

[notsonice + 1,102]

2 hours ago, Ecocharger said:

Coal is ramping up in Germany.

https://oilprice.com/Latest-Energy-News/World-News/Germany-Reactivates-Coal-Plants-For-Winter-Power-Boost.html

"Several coal-fired blocks operated by RWE and LEAG at their Niederaußem, Neurath, and Jaenschwalde power plants will be temporarily reactivated until March 2024 as a precautionary measure to safeguard electricity supply in the coming winter, the ministry said, referring to a government decision to bring the coal-fired units online again. "

"INES, the group of German gas storage operators, said in its August gas update that Germany would continue to be at risk of natural gas shortages until the 2026/2027 winter season... "

Several coal-fired blocks operated by RWE and LEAG at their Niederaußem, Neurath, and Jaenschwalde power plants will be temporarily reactivated until March 2024 as a precautionary measure?????

 

do you get excited by being put on a standby list and hoping for a seat when the flight shows it is full already an hour before boarding????

and you never get a seat...........

 

that is what temporarily activated means.....just a crew sitting at the power station and the boilers are warm waiting and waiting and waiting for a call and the call never happens

 

that is what coal is now in the US and Germany and the UK and everywhere else

Coal is the generator of last resort ..standby please you might get a call...ha ha ha

Enjoy the Green Transition....every day more and more solar, wind and batteries wiping out your beloved coal

Edited October 4, 2023 by notsonice

[Jay McKinsey + 1,489]

Oil Prices Tumble As The EIA Reports A Significant Gasoline Build

By Irina Slav - Oct 04, 2023, 10:12 AM CDT

 

• A significant build in gasoline inventories combined with demand concerns to push oil prices lower, with gasoline inventories now 1% above the five-year average for this time of year.