Recent content by Spacemanspliff

He said the world is awash in oil, if that was the case the price should never be reaching what it is. I agree with you that we may be in a structural decline but lack of cap ex will lead to high prices this decade. The oil industry already had their one glut, it was the covid pandemic. I think...

Why are we comparing 2022 nat gas prices vs 2020 wind/solar, thing is when energy is expensive the costs to produce wind/solar also rise. Id expect wind/solar to still potentially be cheaper but its just poor comparison to do 2022 for one and 2020 for the other.

Well we have got two weeks to try and cut oil in half.

If that was the case you would think oil would never be close $120 a barrel.

As we watch polysilicons price only triple because... Chinas access to cheap coal has gotten more expensive.

I'm not sure how to tell you we can't unless you want to get all your solar panels from China. We have 3 polysilicon producers in the US and one is currently shut down, between the other two we produce 56,000 tons annually and it takes approximately 5,000 tons to create one 1 GW of solar...

lol it wont be too late, will it not be ideal? Sure, but it wont be too late. If you think we can build a grid purely in solar, wind and storage given our current state of mining in 10 years you are going to be disappointed. This also doesn't include every other nation on this earth, there is a...

It would take you the same time frame to ramp the necessary materials required to overbuild a solar base grid + storage compared to nuclear, without the negative of it being an intermittent power source. I stated nothing about running out of silicon, more the fact that its all mostly produced in...

Again, anything without nuclear is a folly. There is literally no way we ramp up mineral extraction for solar, storage, and EVs to facilitate a functioning grid and that is just looking at the US. Secondly polysilicon is a limiting factor with solar, there are only 3 companies in the US that...

Dude, his point is you linked an article whose title is literally "Europe can survive next winter without Russian Gas" and then goes on to link a Mackenzie article as its source, WITHIN that source article it literally says "She added: “If all Russian gas is cut off, Europe would have no chance...

Yup, but I don't see how one can logically see what he just wrote out as a realistically viable way forward. You would need nuclear power.

So basically everything is left to come? UK and all these European countries are chewing through coal at the moment. Renewable without base load power will always have an element of volatility. I see 0 world where you can add more electrical demand to the grid while just hand waving closing coal...

Whoops, typo should be 60% female vs 40% male**

It is interesting to see South Koreas CMR creep up to 1.5% considering they have tested 387,000 people to date and only received a small wave of hospitalizations compared to other locations around the world. Especially when most of their cases skewed towards young and female. (60% male vs 40%...

Showing signs of testing capacity ramping now with 4100+ confirmed cases today