JM

GREEN NEW DEAL = BLIZZARD OF LIES

Recommended Posts

1 hour ago, Jay McKinsey said:

And if you do a google search you will find that the lack of EV battery recycling is a myth. 

According to London-based Circular Energy Storage, a consultancy that tracks the lithium-ion battery-recycling market, about a hundred companies worldwide recycle lithium-ion batteries or plan to do so soon. The industry is concentrated in China and South Korea, where the vast majority of the batteries are also made, but there are several dozen recycling startups in North America and Europe. In addition to Li-Cycle, that list includes Stockholm-based Northvolt, which is jointly building an EV-battery-recycling plant with Norway’s Hydro, and Tesla alum J.B. Straubel’s Redwood Materials, which has a broader scope of recycling electronic waste.

https://spectrum.ieee.org/energy/batteries-storage/lithiumion-battery-recycling-finally-takes-off-in-north-america-and-europe

Big problems ahead for EVs.

"Rising prices of critical electric vehicle (EV) metals are denting the profits of global automakers, just as a growing number of legacy carmakers are investing more in zero-emission vehicles. 

The rally in lithium and copper prices—key battery metals—comes at a time when the global auto industry faces increased supply chain pricing pressure from the chip shortage and higher prices of steel and other input materials. 

The rally in the prices of raw materials highlights the challenges the industry, and the world, face in accelerating the production and sales of EVs to fight the worst effects of climate change.  

The higher prices of raw materials, including of the key battery metals, is set to cost the six largest automakers in Japan as much as US$9 billion (or 1 trillion Japanese yen) this fiscal year, Nikkei Asia reports, citing company statements and estimates from Goldman Sachs Japan. This cost headache represents 30 percent of the total profit forecasts of the six biggest Japanese carmakers. 

"Raw material inflation is not going to be something transitory," Nikkei quoted Kohei Takeuchi, chief financial officer at Honda Motor, as saying. "

  • Like 1

Share this post


Link to post
Share on other sites

(edited)

No relief in sight, just more bad news.

https://asia.nikkei.com/Business/Automobiles/Lithium-and-copper-spark-9bn-cost-headache-for-Japan-automakers

"With automakers planning to ramp up output of electrics, the EV market is expected to reach 23 million vehicles in 2030, 10 times its size in 2020. Analysts say this pace of growth could keep prices of lithium and other battery materials elevated."

Edited by Ecocharger

Share this post


Link to post
Share on other sites

(edited)

There will be a new awakening to the new climate science...the old climate science is a dead end.

https://financialpost.com/opinion/bjorn-lomborg-enough-with-the-net-zero-doublethink

"...climate impacts are often vastly exaggerated, leaving us panicked. The UN Climate Panel estimates that if we do nothing, climate damages in 2100 will be equivalent to 2.6 per cent of global GDP. That is a problem but not the end of the world.

Because climate news only reports the worst outcomes most people think the damage will be much greater. Remember how we were repeatedly told 2020’s Atlantic hurricane season was the worst ever? The reporting ignored that almost everywhere else, hurricane intensity was feeble, making 2020 one of the globally weakest in satellite history. And even within the Atlantic, 2020 ranked thirteenth."

Edited by Ecocharger

Share this post


Link to post
Share on other sites

7 minutes ago, Ecocharger said:

No relief in sight, just more bad news.

https://asia.nikkei.com/Business/Automobiles/Lithium-and-copper-spark-9bn-cost-headache-for-Japan-automakers

"With automakers planning to ramp up output of electrics, the EV market is expected to reach 23 million vehicles in 2030, 10 times its size in 2020. Analysts say this pace of growth could keep prices of lithium and other battery materials elevated."

What that says is that elevated material costs won't hamper EV growth.

Share this post


Link to post
Share on other sites

(edited)

6 minutes ago, Jay McKinsey said:

What that says is that elevated material costs won't hamper EV growth.

Wake up to reality, Jay. It will hamper personal standard of living hugely.

"When John Kerry and many other politicians insist that climate policies mean no sacrifice, they are clearly dissembling. In the UN Climate Panel’s overview, all climate policies have real costs. Why else would we need recurrent climate summits to arm-twist unwilling politicians to ever-greater promises?  The IEA’s new net-zero report contains plenty of concrete examples of sacrifices. By 2050, we will have to live with much lower energy consumption than today. Despite being richer, the average global person will be allowed less energy than today’s average poor. We will all be allowed less energy than the average Albanian used in the 1980s. We will also have to accept shivering in winter at 19°C and sweltering in summer at 26°C, lower highway speeds and fewer people being allowed to fly."

Before you counsel everyone to engage in national panic, count the cost.

https://www.ipcc.ch/site/assets/uploads/2018/02/ipcc_wg3_ar5_chapter6.pdf

Edited by Ecocharger

Share this post


Link to post
Share on other sites

1 minute ago, Ecocharger said:

Wake up to reality, Jay.

"When John Kerry and many other politicians insist that climate policies mean no sacrifice, they are clearly dissembling. In the UN Climate Panel’s overview, all climate policies have real costs. Why else would we need recurrent climate summits to arm-twist unwilling politicians to ever-greater promises?  The IEA’s new net-zero report contains plenty of concrete examples of sacrifices. By 2050, we will have to live with much lower energy consumption than today. Despite being richer, the average global person will be allowed less energy than today’s average poor. We will all be allowed less energy than the average Albanian used in the 1980s. We will also have to accept shivering in winter at 19°C and sweltering in summer at 26°C, lower highway speeds and fewer people being allowed to fly."

Nonsense.

Share this post


Link to post
Share on other sites

(edited)

3 minutes ago, Jay McKinsey said:

Nonsense.

Yes, Jay, you have been promoting nonsense.

Read the IEA report,

"The IEA’s new net-zero report contains plenty of concrete examples of sacrifices. By 2050, we will have to live with much lower energy consumption than today. Despite being richer, the average global person will be allowed less energy than today’s average poor. We will all be allowed less energy than the average Albanian used in the 1980s. We will also have to accept shivering in winter at 19°C and sweltering in summer at 26°C, lower highway speeds and fewer people being allowed to fly."

Edited by Ecocharger

Share this post


Link to post
Share on other sites

Tesla reports more than $1 billion in net income during Q2, up tenfold from a year ago

Overall automotive revenues came in at $10.21 billion, of which only $354 million came from sales of regulatory credits. That’s a lower number for credits than in any of the previous four quarters. Automotive gross margins came in at 28.4%, higher than in any of the last four quarters.

Share this post


Link to post
Share on other sites

(edited)

3 minutes ago, Jay McKinsey said:

Tesla reports more than $1 billion in net income during Q2, up tenfold from a year ago

Overall automotive revenues came in at $10.21 billion, of which only $354 million came from sales of regulatory credits. That’s a lower number for credits than in any of the previous four quarters. Automotive gross margins came in at 28.4%, higher than in any of the last four quarters.

That is off-topic, Jay. This thread is about the nonsense being peddled related to climate change. If you want to promote EVs, start another thread, it is irrelevant here.

Read the IEA report,

"The IEA’s new net-zero report contains plenty of concrete examples of sacrifices. By 2050, we will have to live with much lower energy consumption than today. Despite being richer, the average global person will be allowed less energy than today’s average poor. We will all be allowed less energy than the average Albanian used in the 1980s. We will also have to accept shivering in winter at 19°C and sweltering in summer at 26°C, lower highway speeds and fewer people being allowed to fly."

Edited by Ecocharger

Share this post


Link to post
Share on other sites

(edited)

6 minutes ago, Ecocharger said:

That is off-topic, Jay. This thread is about the nonsense being peddled related to climate change. If you want to promote EVs, start another thread, it is irrelevant here.

 

HaHaHa Tesla just made your argument about higher material inputs leading to EV losses look and smell like the bull excrement that it is. 

Edited by Jay McKinsey

Share this post


Link to post
Share on other sites

(edited)

16 minutes ago, Jay McKinsey said:

HaHaHa Tesla just made your argument about higher material inputs leading to EV losses look and smell like the bull excrement that it is. 

The bull excrement is your own private ownership, Jay, read the actual reports.

"Japanese automakers face a multibillion-dollar hit to earnings this fiscal year from rising prices of lithium, copper and other materials crucial to the shift away from polluting cars.The effect of higher materials costs on operating profits stands to reach about 1 trillion yen ($9 billion) for Japan's six leading car companies, led by Toyota Motor, according company disclosures and estimates by Goldman Sachs Japan. This amounts to about 30% of their total profit forecasts -- and U.S. automakers are feeling the pinch, too."

https://asia.nikkei.com/Business/Automobiles/Lithium-and-copper-spark-9bn-cost-headache-for-Japan-automakers

Read the IEA report,

IEA report,

"The IEA’s new net-zero report contains plenty of concrete examples of sacrifices. By 2050, we will have to live with much lower energy consumption than today. Despite being richer, the average global person will be allowed less energy than today’s average poor. We will all be allowed less energy than the average Albanian used in the 1980s. We will also have to accept shivering in winter at 19°C and sweltering in summer at 26°C, lower highway speeds and fewer people being allowed to fly."

Edited by Ecocharger

Share this post


Link to post
Share on other sites

(edited)

2 minutes ago, Ecocharger said:

The bull excrement is your own private ownership, Jay, read the actual reports.

https://asia.nikkei.com/Business/Automobiles/Lithium-and-copper-spark-9bn-cost-headache-for-Japan-automakers

The actual report is that Tesla just announced, as in 30 minutes ago, record Q2 profits and automobile sales margins.

Edited by Jay McKinsey

Share this post


Link to post
Share on other sites

(edited)

4 minutes ago, Jay McKinsey said:

The actual report is that Tesla just announced, as in 30 minutes ago, record Q2 profits and automobile sales margins.

The report that I cited is for the big Japanese automakers, who lost 30% of their profits because of the attempt to produce EVs. Input prices have ramped up due to expanded production of EVs.

And that leads to the IEA's report,

"The IEA’s new net-zero report contains plenty of concrete examples of sacrifices. By 2050, we will have to live with much lower energy consumption than today. Despite being richer, the average global person will be allowed less energy than today’s average poor. We will all be allowed less energy than the average Albanian used in the 1980s. We will also have to accept shivering in winter at 19°C and sweltering in summer at 26°C, lower highway speeds and fewer people being allowed to fly."

Edited by Ecocharger

Share this post


Link to post
Share on other sites

1 minute ago, Ecocharger said:

The report that I cited is for the big Japanese automakers, who lost 30% of their profits because of the attempt to produce EVs. Input prices have ramped up due to expanded production of EVs.

And that leads to the IEA's report,

"The IEA’s new net-zero report contains plenty of concrete examples of sacrifices. By 2050, we will have to live with much lower energy consumption than today. Despite being richer, the average global person will be allowed less energy than today’s average poor. We will all be allowed less energy than the average Albanian used in the 1980s. We will also have to accept shivering in winter at 19°C and sweltering in summer at 26°C, lower highway speeds and fewer people being allowed to fly."

The report I cited is that the world's largest EV manufacturer made record profits due to their real production of EVs. I can't help that the Japanese don't know what they are doing.

Share this post


Link to post
Share on other sites

43 minutes ago, Ecocharger said:

There will be a new awakening to the new climate science...the old climate science is a dead end.

https://financialpost.com/opinion/bjorn-lomborg-enough-with-the-net-zero-doublethink

"...climate impacts are often vastly exaggerated, leaving us panicked. The UN Climate Panel estimates that if we do nothing, climate damages in 2100 will be equivalent to 2.6 per cent of global GDP. That is a problem but not the end of the world.

Because climate news only reports the worst outcomes most people think the damage will be much greater. Remember how we were repeatedly told 2020’s Atlantic hurricane season was the worst ever? The reporting ignored that almost everywhere else, hurricane intensity was feeble, making 2020 one of the globally weakest in satellite history. And even within the Atlantic, 2020 ranked thirteenth."

Remember those old CO2 model forecasts of hurricanes?

https://twitter.com/BjornLomborg/status/1346839891888513024

Because climate news only reports the worst outcomes most people think the damage will be much greater. Remember how we were repeatedly told 2020’s Atlantic hurricane season was the worst ever? The reporting ignored that almost everywhere else, hurricane intensity was feeble, making 2020 one of the globally weakest in satellite history. And even within the Atlantic, 2020 ranked thirteenth."

Remember those old CO2 model forecasts of hurricanes?

https://twitter.com/BjornLomborg/status/1346839891888513024

Share this post


Link to post
Share on other sites

(edited)

3 minutes ago, Jay McKinsey said:

The report I cited is that the world's largest EV manufacturer made record profits due to their real production of EVs. I can't help that the Japanese don't know what they are doing.

Your response was irrelevant, as usual. Japanese know nothing about cars?  Jay, you better keep driving your internal combustion BMW.

Edited by Ecocharger

Share this post


Link to post
Share on other sites

1 minute ago, Ecocharger said:

Your response was irrelevant, as usual.

BwaHaHa, you lost again. 

Share this post


Link to post
Share on other sites

(edited)

3 minutes ago, Jay McKinsey said:

BwaHaHa, you lost again. 

No, your own EV manufacturers in Japan lost 30% of their profit due to the problems which I pointed out to you.

Here is where the Green Dreamers want to take us, Jay. And on the basis of discredited science.

"The IEA’s new net-zero report contains plenty of concrete examples of sacrifices. By 2050, we will have to live with much lower energy consumption than today. Despite being richer, the average global person will be allowed less energy than today’s average poor. We will all be allowed less energy than the average Albanian used in the 1980s. We will also have to accept shivering in winter at 19°C and sweltering in summer at 26°C, lower highway speeds and fewer people being allowed to fly."

 

Edited by Ecocharger

Share this post


Link to post
Share on other sites

(edited)

5 minutes ago, Ecocharger said:

No, your own EV manufacturers in Japan lost 30% of their profit due to the problems which I pointed out to you.

Here is where the Green Dreamers want to take us, Jay.

"The IEA’s new net-zero report contains plenty of concrete examples of sacrifices. By 2050, we will have to live with much lower energy consumption than today. Despite being richer, the average global person will be allowed less energy than today’s average poor. We will all be allowed less energy than the average Albanian used in the 1980s. We will also have to accept shivering in winter at 19°C and sweltering in summer at 26°C, lower highway speeds and fewer people being allowed to fly."

 

My own EV manufacturers!? You just can't stop with the excrement can you?

Those companies are some of the world's largest ICE manufacturers who failed at making EVs. 

Edited by Jay McKinsey

Share this post


Link to post
Share on other sites

1 hour ago, Ecocharger said:

Check how many click on secondhand EV ads compared to the total second hand market....tiny percentage for EVs.

Sorry.

I thought you said there was no market.

Looks like there's a market to me.

There's also a market for tack.

Share this post


Link to post
Share on other sites

(edited)

20 minutes ago, Jay McKinsey said:

My own EV manufacturers!? You just can't stop with the excrement can you?

Those companies are some of the world's largest ICE manufacturers who failed at making EVs. 

The report says clearly that the transition to EVs is causing the problem with profits.

You have been pushing EVs.

Edited by Ecocharger

Share this post


Link to post
Share on other sites

3 minutes ago, turbguy said:

Sorry.

I thought you said there was no market.

Looks like there's a market to me.

There's also a market for tack.

There was a study I cited on an earlier page showing that almost no one is clicking on the EVs.

Share this post


Link to post
Share on other sites

Just now, Ecocharger said:

The report says clearly that the transition to EVs is causing the problem with profits.

Because those companies don't want to transition and don't know how. They are being disrupted by the new technology competition and the competition is making record profits. Have you studied any modern business history? Kodak, Blockbuster, Nokia??

Share this post


Link to post
Share on other sites

7 minutes ago, Jay McKinsey said:

Because those companies don't want to transition and don't know how. They are being disrupted by the new technology competition and the competition is making record profits. Have you studied any modern business history? Kodak, Blockbuster, Nokia??

No, Jay, the study shows that it is caused by the run-up in materials prices caused by the EV expansion.

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
You are posting as a guest. If you have an account, please sign in.
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.