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Go for it. I had always intended this to be a community space.

Thank you, but until the Mods take a look at the issues I raised with them, I am unlikely to do so. (They seem to not to want to take a look.)

I asked for a two-part review of some moderation activities. One part of that review appears to have finished and my post #14,213 on this thread has been reinstated in full (my thanks to the Mod who made the effort). I am still awaiting the other part of that review to take place. Until it is...

Info : I will not be posting further until I have cleared up some recent moderator behaviour to my satisfaction.

I think this is the chart you were interested in which I posted in relation to discussion on oil price / BEV / Ukraine. Some moderator removed it. The y axis could as easily read 0-50 mbpd. I had posted other comments, caveats, and explanation which were also deleted. I will not be posting...

But is it lg china or LG South Korea supplying 2170 to Berlin ? Same issue applies from Jan 2024 onwards I think.

On the road all day, through the Macedonian Gap at 33C. Harvesting and campaigning weather in eastern and southern Europe still. Tesla chargers much needed to link Greece in via the Balkans. I'll catch up with news etc tomorrow evening.

I'm sure you've all seen the S-curve chart of mine that suggests >90% of new vehicle sales will be BEV by 2030. That is both heavy and light vehicles, albeit that the heavy vehicles will skew later within the decade. Below is the corresponding effect on the stock of vehicles on the road...

Don't worry, they are really mostly made in Austria, and they likely are loss making.

At this point in the year I take one of my bi-annual drives from UK to Greece, and I generally pass through Munich for personal reasons. So ordinarily at this point I see car-transporters laden with Shanghai-made Teslas coming over the Brenner Pass from the ports at Trieste/Koper to the...

There are elections in Europe soon, these articles are worth reading - especially in respect of the Slovak one https://www.theguardian.com/world/2023/sep/21/revealed-one-in-three-europeans-now-votes-anti-establishment...

Thank you. I saw some OSINT photo analysis that Russia is building another second line with teeth+ditch+mines+trenches a bit further back behind Verbove. Ukraine needs to penetrate faster than Russia can build, otherwise a true breakthrough will not be achievable. I haven't seen enough data to...

WTI $90/bbl Brent $94 /bbl NL TTF gas €39 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote) US hunts for offshore wind accelerator pedal https://www.offshorewind.biz/2023/09/20/us-issues-roadmap-to-accelerate-atlantic-offshore-wind-transmission/ Cells are...

I do not know about the specifics at the ports of Sevaspol and Novorossisk, but in general at key naval ports there are some important bits of infrastructure to watch. 1 - ammunitioning facilities; 2 - ammunition storage and preparation facilities; 3 - dry dock and repair facilities; 4 -...

cortesy @Buckminster and of course @Troy from main thread #427,653

WTI $91/bbl Brent $93 /bbl NL TTF gas €37 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote) (Brent WTI spread has tightened a lot) (I've recently met a real life SMR person, so when I get back from my travels in a couple of months I will quiz them to try...

*** I am travelling this week so things may be patchy *** WTI $92/bbl Brent $95 /bbl NL TTF gas €37 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote) Not us guv...

*** I am travelling this week so things may be patchy *** WTI $92/bbl Brent $94 /bbl NL TTF gas €34 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote) Are all OPEC countries actually making their quota ? When will US fraccers bump up the rig count again ...

Oil into auto fuels will fairly closely follow the auto numbers curves, i.e. the 'stock' of autos on the road. Just multiply out by mpg and etc. As you say the resultant oil margin price wars may beget real wars. The Middle East doesn't buy all that weaponry for no reason. Venezuela and...

Rejoiners don't give a monkey's posterior what Brexiters choose to believe. As far as Rejoiners are concerned, Brexiters are the problem, not the solution. Rejoiners think that Time, and Chaos and a little bit of Impovershiment will diminish Brexiter influence and numbers to the point of...

My #14,096 may be relevant and/or of interest https://teslamotorsclub.com/tmc/threads/russia-ukraine-conflict.258196/page-705#post-7819898

The UK-Japan-Italy "Tempest" gen 6 combat aircraft / system appears to be intended to appear in both a manned and unmanned guise. It is not yet obvious whether it will be exactly the same airframe just sans the pink squishy blob life support systems. Or whether it will be a variety of airframes...

I'm watching to see if my forecast comes closer than the IEA one when we do finally hit peak fossil. Like you, I think there are still post-Covid and Ukraine issues washing through the system, plus increasingly it looks as if China is suffering internally. But always in the world something is...

Oh dear, that UK supplication position again courtesy of Brexit vassalility The eighth summer of Brexit: pragmatism without honesty

credit @Zaddy Daddy also re @GhostSkater and ref mine

Various alternative hypotheses: 1) Perhaps Panasonic 2170 production has increased, and that in turn is allowing Kato+Austin 4680 production to be diverted to CT use. 2) Perhaps Austin Y production has been held at 40k/qtr rather than ramping to 50k/qtr ? 3) Perhaps a USA LFP source has been...

WTI $90/bbl Brent $93 /bbl NL TTF gas €36 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote) Lemmings in action https://www.theguardian.com/business/2023/sep/15/auto-workers-strike-ford-gm-stellantis EU politicking, green collateral damage...

The mkt caps below might arise in a very successful case (20m cars/yr; 30% GM; massive storage growth). Depending on valuation model they give $10 trn (highest) to $1.6 trn (lowest). Lesser success would give lower mkt caps, including many that are below todays. This stuff is not easy.

Black Sea stuff https://www.euractiv.com/section/politics/news/bulgaria-nato-discuss-response-to-russian-blockade-in-black-sea/

A few things I seem to have missed today - expect much more like this https://www.theguardian.com/world/2023/sep/13/libya-floods-the-outcome-of-the-climate-crisis-meeting-a-failed-state

Ukraine self-sufficient for 2023/24 gas heat season, storage indicates bidirectional gas lines with EU (almost certainly predominantly Poland) https://www.reuters.com/business/energy/foreign-traders-build-up-gas-reserves-ukrainian-storage-kyiv-2023-09-13/

WTI $89/bbl Brent $92 /bbl NL TTF gas €35 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote) EU China EV spat stuff, good write up https://www.adamasintel.com/eu-china-ev-spat-more-good-news-for-miners/ and...

Meteor is integrated onto Gripen, but not onto F16. So Turkey is also blocking Meteor. Meteor is what would allow Ukraine to push back Russian air to a sufficient depth that Ukraine would gain effective control over its own airspace. Turkey (Erdogan) needs a lot more very stern talking to...

0. The following also applies to oil. All this has been going on since the early 1990s. 1. Austria, Hungary, and Serbia all still are very reliant on Russian pipeline gas and have made very little effort to change this, a deliberate elective decision. The EU embargo on Russian pipeline gas has...

What, no money https://www.theguardian.com/business/2023/sep/14/exclusive-new-uk-banks-post-brexit-investment-only-one-third-of-lost-eu-funds

Good riddance, don't return https://www.theguardian.com/world/2023/sep/14/karin-kneissl-austria-ex-foreign-minister-moves-to-russia

The real issue in Ontario is reducing winter demand, which in turn means the ability to model varying amounts of insulation in the typical buildings in the area is the greatest need (imho). Figuring out how much solar for the summertime in Ontario is the easy bit. Knowing how far to push housing...

You are most welcome. (The data I give only goes back to 1999. Maybe you need a stronger searchlight.)

Try looking at #765 https://teslamotorsclub.com/tmc/threads/energy-sector-news.254473/page-39#post-7813390

Nice aim

I get the feeling that the Russian air defence system in the Kherson/Crimea area has suffered another significant degradation in recent weeks. It is an example of evolutionary punctuated equilibrium in reverse. First the Moskva, then Snake Island, then the S300/SA11 batteries etc coming into...

Some links that may help, the first one is definitely for a good cause https://shop.stayeuropean.org/ this one may be commercial, or may be for-cause, I'm not sure (actually, looking closer, it is for-cause) https://www.ihearteu.co.uk/flags-stickers and if you look through the list of...

I can never find the electric aviation thread when I want it. So here you go .... (YMMV) https://www.pv-magazine.com/2023/09/12/the-hydrogen-stream-liquid-hydrogen-doubles-aircraft-range/

WTI $89/bbl Brent $92 /bbl NL TTF gas €35 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote) (I really do wonder if there is any point tracking both Brent and WTI these days, given that Brent includes WTI now, and the differential is darn near a constant...

That document also explains the existence of the Macedonian Gap and the Serbian Scarcity, the Albanian Absence and the Missing Montenegro, along with the Bosnian Black Hole. All of which makes taking a BEV southwards through the Balkans a somewhat tedious and fraught experience. (praise be to...

All going so well in Brexshitlandia https://www.theguardian.com/environment/2023/sep/13/uk-fails-ban-pesticides-outlawed-use-in-eu https://www.theguardian.com/environment/2023/sep/12/labour-to-oppose-reckless-tory-plans-to-rip-up-eu-pollution-laws...

For many targets Tomahawks will be as useful as Storm Shadow or Neptune, and the Western magazine depth is far greater with Tomahawk. However there are some specific targets that are heavily defended by S400 batteries and these would be a lot easier to go after with ATACMS. The most important of...

In very rough terms the carbon footprint for any western/industrialised economy splits three ways: - 1/3 transport; - 1/3 heat/cold/cook; - 1/3 everything else. The same holds true at parish scale as at country scale. It is always easier to raise such a proposal if one has previously...

Mis-selling is a real issue in this segment. I got quotes for fitting an ASHP at my GF's rather large pile, in the UK. The quote pack I issued the various contractors included dimensioned building plans for all rooms; existing 45kW oil boiler model/etc situation; existing insulation package...

WTI $87/bbl Brent $91 /bbl NL TTF gas €35 /MWh (EU Natural Gas - 2022 Data - 2010-2021 Historical - 2023 Forecast - Price - Quote) Lithium batteries averaging below $100/kWh (I've checked my own database and I had projected this $100 transition for end-2022, with a end-2023 price projection...