On 11/6/17 I attended a seminar: Pursuit & Discovery of Vehicle Electrification Markets presented by Mark Mathias, Director of Fuel Cell R&D at General Motors
I was really impressed by the guys wisdom and perspective.
At that time it was obvious to him that BEV had won.

The hydrogen exercise had been worthwhile for a number of reasons.

It removed lingering doubt.
It helped create a competitive environment.

Also, a lot of tech had been developed that could be deployed elsewhere.

Etc...
The problem becomes when you create industry dependent on government tit, they have a tendency to do whatever it takes to survive well beyond their experimental usefulness.
In 2017 it was obvious to me ground source heat pumps were a great analog to hydrogen cars.
They are expensive, and it's hard to make the math work even with tremendous government subsidization.
Remove the subsidy and it becomes obvious that they are a parasite on the Energy efficiency in green climate space.
They're complicated to get done right, often done wrong (and the burden of failure falls hard on the shoulders of the consumer and climate)
So the energy saved is nebulous and when it exists, it is very expensive.
solar has reached the point where it is much much more efficient than ground source.

The incremental cost of ground source, if redirected to solar, isn't fractionally better it is whole number factors better.
Like hydrogen, ground source was a worthy exercise because it provides a comparable and creates a horse race.

The ground source horse isn't going to win any races because, like the hydrogen car, it's dead
Unfortunately, there's a welfare dependent ecosystem that has grown around the subsidies, and there are a bunch of idiots who love the concept of ground source, but can't understand simple math.

Most of these idiots are deeply concerned about climate change.

We call them Bob Image

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More from @EfficiencyLast

2 Aug
Tesla FORMALLY notified me Saturday that there's a car waiting for me at Mount Kisco.

Mount Kisco is 350 mi from me.
I first found out that this car had been built on Monday when I got a call from the carrier direct rep asking if I wanted the car shipped to me.
I'd originally ordered the car for March-April delivery, and waved It off when in February they told me the car had arrived and that I would need to pick it up in the middle of a snowstorm.
Read 12 tweets
30 Mar 20
Our business fixes problem houses.

We provide education, diagnostics, comprehensive design, work scopes, and quality control/assurance.

We also track outcomes.

We always offer an Electrification path.

The greatest barrier to Electrification?...
It is NOT the consumer.

We consulted with @drvox on his home renovation.

Anyone think he ran a gas line and committed his home to Fossil Fuels for the foreseeable future because he didn't WANT to electrify?

NFW....
IT'S THE CONTRACTOR.

Over and over we see consumers across the country discouraged from Electrification by contractors.
Read 16 tweets
10 Feb 20
We think Passiv is important aspirationally. Those who try to make it more are advocating for a world that overspends on EE.

You set your goals too low and achieve them, you don't know how far you could have gotten.
For example, air sealing. Most set a goal and stop when they reach it
In our practice we set multiple goals, and have been continuously surprised by how far the first goal is exceeded.
Read 24 tweets
15 Jan 20
HVAC 2.0 requires 3 load calculations.

Current explanation of "3 loads":
The first Manual J shows how much infiltration is needed to make your current equipment properly sized.
The second Manual J calculates the worst case heat gain and heat loss given your homes current condition.
Read 12 tweets
9 Jan 20
Energy Efficiency may once have been the cheapest resource, but more and more that is not holding true.

Our EE projects have 50-1000 year paybacks.

Solar typically has 6-20 year paybacks.

(Obvious yet?)
So if solar cost $2-5 a watt,

And EE costs $10-100 a watt,

Once the Stacking Benefits of incremental energy efficiency are all harvested,

...putting additional money into Energy Efficiency instead of putting it into solar is arguably BAD for the environment.
CHANGE MY MIND
Read 4 tweets
17 Dec 19
RESIDENTIAL SOLAR HAS VERY LITTLE RESALE VALUE.

And it makes economic sense. There is no market mechanism to value the counterfactual.
We talk to people who WISH this were not true, but wishes don't change facts.

Marketplaces find confidence in mathematics and comparables.

eBay is a simple example. If you ever want a starting point in determining value, check sold items.
In residential real estate a common comparable is cost per square foot.

I now know a number of people who have had solar, sold their houses, and received no premium for their solar systems.

Basically, they paid for solar systems that the next owners got for free.
Read 17 tweets

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