@HOMOCOSMICUSv2 @OskaArcher oh thank you! I've been hitting refresh on sci-hub all day ;-)
Shall read through it with a nice beverage to balance things out…
@HOMOCOSMICUSv2 @OskaArcher ok, so iamma gunna start my tweet storm here.
First copy of the article/opinion piece/doesn't deserve to be called more than that. That link probably won't last & this'll hurt Nature's business model just a little bit too. 😼 1/×
@HOMOCOSMICUSv2 @OskaArcher screen grabs in the order as printed on the page (so some back-n-forth might be called for) 2/×
@HOMOCOSMICUSv2 @OskaArcher plus footnotes & references 4/×
@HOMOCOSMICUSv2 @OskaArcher Before getting stuck in, something nice …which would be what is now my official journal reading drinking beer. Delicious. 😸
@HOMOCOSMICUSv2 @OskaArcher I'm focusing on what I see as the glaring fundamental flaw in this published opinion, but there are others, the most significant of which was made here in this excellent tread on the same piece. 5/×
@HOMOCOSMICUSv2 @OskaArcher The crux of it is here (highlighted text), where low GDP nations have rising emissions even as nuclear increases. And that's the basis on which they generate the headlines of the last 48 hours. 6/×
@HOMOCOSMICUSv2 @OskaArcher (side note: I'm making a deliberate effort to use as much neutral language as possible …this is very different to the words I'm saying in my head. Feel free to fill in the blanks. It's probably the beer making me tweet calmer.)
@HOMOCOSMICUSv2 @OskaArcher So here's the sanity check that should have occurred at some point.
High GDP nations: established grid, low (if any) growth in electricity demand
Low GDP nations: (rapidly) increasing demand without much (or any) pre-existing infrastructure. 7/×
@HOMOCOSMICUSv2 @OskaArcher That's the question you ask *before* starting fancy regression analysis. You would save yourself a decent amount of time & effort.
Where the high GDP nation would get a benefit from fuel saving due to (intermittent) renewables, developing nations have more to do. 8/×
@HOMOCOSMICUSv2 @OskaArcher That also ignores the clearly problematic nature of lumping hydro with other renewables like solar & wind. That should have been obvious from the get go.
But back to the main flaw. Low GDP nations with more nuclear & higher CO₂ emissions.
Exhibit A: China naturally. 9/×
@HOMOCOSMICUSv2 @OskaArcher Any dataset with China in there is going to be weighted heavily by how their electricity demand has been met. And, especially in the 2000-2014 period selected, that's been mostly by using coal. So higher emissions. No mystery here.
Some data follows. 10/×
@HOMOCOSMICUSv2 @OskaArcher 2012
These are *enormous* numbers. That's Petawatt-hours of electricity you are seeing. 11/×
chinaenergyportal.org/en/2012-detail…
@HOMOCOSMICUSv2 @OskaArcher 2014
Note lots of nuclear & lots of solar & wind too. Just much more coal. And China's data makes more impact on the smaller number of nuclear nations, than it does with a larger group of renewables nations. 12/×
chinaenergyportal.org/en/2014-detail…
@HOMOCOSMICUSv2 @OskaArcher There was something in the Nature piece about a "crowding out hypothesis" too …well no, it doesn't work that way. 13/×
chinaenergyportal.org/en/2019-electr…
@HOMOCOSMICUSv2 @OskaArcher This is basically a case of nerds getting so distracted by the use of fancy tools (regression analysis), they forget to ask the right question.
It should have taken anyone doing peer review on this, under 5 minutes to see where they went so badly wrong. 14/×
@HOMOCOSMICUSv2 @OskaArcher Why that didn't happen is the real mystery here.
The authors of the piece got what they wanted though: news headlines that lots of credulous folks get to retweet & satisfy their priors. These sorts of people… twitter.com/search?q=https…
15/15

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with 🖖🏾yestiseye

🖖🏾yestiseye Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @yestiseye

19 Mar
@DavidOsmond8 @simonahac @sideen_dan @flexibledragnet @xoiiku @Arachnocat14 @DCMacgreiner @stewartbrand Good question btw. There's an answer, but I should compose it properly because the off-the-cuff version will ramble on for 30 tweets… no one needs that right now.
So later tonight then when I have more time.
@DavidOsmond8 @simonahac @sideen_dan @flexibledragnet @xoiiku @Arachnocat14 @DCMacgreiner @stewartbrand First I should have at least recognised you came halfway on this, with "…partly related to the high RE penetration".
My motivation is I see too much brightsiding here, and I'd rather make people upset now instead of letting them discover the hurdles down the road themselves. 1/9
@DavidOsmond8 @simonahac @sideen_dan @flexibledragnet @xoiiku @Arachnocat14 @DCMacgreiner @stewartbrand Every option comes with pros & cons; we'd benefit long term if we just dealt with those without fear or favour.

Now for anyone out there listening in who wants a tutorial on FCAS, this is a good place to start:
wattclarity.com.au/articles/2017/… 2/9
Read 10 tweets
2 Dec 19
@icowrich @CejSe @thalia25123534 @BenGlasby1 @QandA Here's the thing (& now we're going to use *data*, because that's what counts, not self‑serving iReckons): the data for South Australia over the last week.
Note in particular the battery output: 0.5% …so 50% more of that is what? Kinda meh. 1/×
opennem.org.au/energy/sa1/
@icowrich @CejSe @thalia25123534 @BenGlasby1 @QandA There's a reason why no one has been brave enough over the last few years (since the HPR Telsa "megabattery" went in) to put up their own 100MWh-class battery. Or pumped hydro. Not with their own money. Not economic. And people are already upset in South Australia @ prices. 2/×
@icowrich @CejSe @thalia25123534 @BenGlasby1 @QandA You need an arbitrage margin to make storage work. That's price differential *and* frequency of trade. This is useful data on storage out of AEMO for Q3 2019. I make out arbitrage‑only to be $1-3/month/kWh for both Li-ion & pumped hydro from this data. 3/×
aemo.com.au/tag-listing?ta…
Read 10 tweets
29 Jul 19
wut?
Not that the horse hasn't already bolted. That confirmation bias really has a kick.
…there's a moral to the story here somewhere, surely?
Read 4 tweets
25 Jun 19
@AdamTheRock1 @OskaArcher This is what happens when information gets mistaken for comprehension. You are implying that Queensland sets the marginal cost. No it doesn't 1) not all the time 2) not at the same price everywhere. 1/×
@AdamTheRock1 @OskaArcher Let's first start with an excerpt from your document. Up front at the beginning for a reason. The key to these high prices is when black coal *isn't* setting the marginal cost number.
If @TheRealPBarry's low LCOE numbers meant something than this👇 couldn't be so. 2/×
@AdamTheRock1 @OskaArcher @TheRealPBarry The NEM is a set of lightly linked state based grids, where most of the time the 100s of MW of interconnectors keep prices tracking together in each state.
Queensland is lowest overall because it has the most surplus supply relative to demand. 3/×
Read 10 tweets
23 Jun 19
@simonahac @ZimmermanErik But I am saying there'll be arbitrage opportunity, initially. In fact we can see it already exists in South Australia, especially if you can hold the energy for several days to exploit the largest margin.
This is a non-trivial issue though, so `lil tweet storm… 1/×
@simonahac @ZimmermanErik First worth noting that it clearly makes sense in such arbitrage heavy scenarios, a combined solar or wind (or gas!) plant with storage would be optimum for the individual market players.*

Now look at the current, existing data in SA or California. 2/×
@simonahac @ZimmermanErik Short, sharp energy trades like you'd see on computer-trading in major stock markets. Because that's how you actually make arbitrage really pay - high frequency micro margins.
This is obviously the opposite of the large chunks of time-shifted energy we need practically. 3/×
Read 14 tweets
20 Jun 19
@Steve_Pinel @simonahac @JimmyZ51174789 @skaye @jpsburke @timminchin ok, let's do this.
Making use of the excellent data tools at @OpenNem (that @simonahac is involved with) opennem.org.au/#/region/sa/en… & taking the in-state total demand👇 (so leaving aside exports), we reorder this data from highest to lowest.
also… @Banshee2030 & @GlenneDrover 1/×
@Steve_Pinel @simonahac @JimmyZ51174789 @skaye @jpsburke @timminchin @OpenNem @Banshee2030 @GlenneDrover This reordered data gets us the total (black line) load duration curve.
It's a way of "de-noise-ing" the signal, and straight away you can see useful things. Like ~10% of the time, demand peaks above 2GW.
It's a cumulative distribution curve, rotated 90° anti-clockwise. 2/×
@Steve_Pinel @simonahac @JimmyZ51174789 @skaye @jpsburke @timminchin @OpenNem @Banshee2030 @GlenneDrover Next we do the same thing, only with the "residual demand" i.e. with solar & wind taken out of the data. This gets us the residual (blue line) LDC.
Note that there isn't a one-to-one relationship between black & blue lines on the horizontal axis. 3/×
Read 12 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!