2/ The Big 3 asks: 1. Faster Permitting 2. Industrial Land 3. #hydrogen hub 😎
3/ Crop growth is limited by the least-available resource, like how a barrel's water level is limited by the shortest plank.
Clean Transport growth will also be limited by the least-available resource (industrial land?) We're working on it. 👍
3c/ So what's a hydrogen hub? A region of high upcoming hydrogen production, transport and cost-competitive use. "Build it and they will come" ⚾ but for hydrogen use and infra respectively.
8/ Of course clean transport is so, so much more than merely fuel cells, batteries, or even cars!
end/ Lotsa deals in 2021: cellcentric, HTEC and @LoopEnergyInc from the h2 & fuel cell space alone.
Not to be confused with @cellcentric (a prostate medicine), @htec or @htecgroup...! 🤦
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1/ Short thread on Voltaire's Bastards' Bastards (h/t @johnralstonsaul). If you're an EU energy technocrat and this just happened, *maybe you shouldn't be one*.
2/n Let's warm up: US Govt (@FAANews) tells you not to launch your rocket for public safety reasons? Do it anyway, because... "I can do whatever the f*ck I want"
1/ Finally got around to listening to @TESLAcharts's excellent pod with @nikolatrevor. I'll give broad-brush commentary; others like @BonaireVolt have probed specifics.
1a/ On BEV vs FCEV @JigarShahDC put it best on @TheEnergyGang (22-25 minute mark)
"The use of math all the time to say #fuelcells are worse than batteries literally makes no sense. This is not about round-trip efficiency..."
FRAME THIS STATEMENT! greentechmedia.com/articles/read/…
2/ Shah explains it's about culture change. Milton speaks from the heart as a guy who dropped out of college, and had that taunt lobbed at him a lot. Seriously, WHO BETTER TO WIN OVER TRUCKERS?? Bring an I-know-better MBA or MSc attitude in and you'll be tossed to the curb.
1/ Part 1 of my reflections on the Michael Moore-backed #PlanetoftheHumans 🍿🍿🍿
2/ The YouTube write-up is an accurate summary of the movie's argument.
The misanthropy inherent in the phrase "out-of-control human presence" is ... revealing. 🤦♂️
3/ This movie will split the environmental movement between the (hardline, blue collar) "degrowth" and (moderate, white collar) "green growth" factions.
It's a proxy for class politics, Gaia-style!
2/ This instalment experiments with @axios-style SmartBrevity®. Feedback encouraged.
As always, no investment dealings, though I worked there years ago, and helped them with a small project (~1 person-day-equivalent) more than a year ago.
3/ Ballard recently announced that vehicles powered by its fuel cell stacks had accumulated 30 million km (19 million miles), half the distance from the Sun to Mercury. Mainly:
FCEBs - fuel cell electric buses, and
FCCTs - fuel cell commercial trucks (MDV / class 6)
@BlairKing_ca@steeletalk@BCGreens@AJWVictoriaBC 1/ Hi Blair, I find many (most?) of your analyses thorough and commendable. In this one case, your source data is a bit off. If you have a garage, buying + installing a Level 2 charging station will probably cost $1500 ballpark. Some folks (me!) just use a wall outlet.
@BlairKing_ca@steeletalk@BCGreens@AJWVictoriaBC 2/ That's based on roughly 500-ish detached home incentives Plug In BC distributed in 2018. Avg cost for apartments / condos is a lot higher. Now, EVs *do* remain more expensive than combustion vehicles. No denying that.
@BlairKing_ca@steeletalk@BCGreens@AJWVictoriaBC 3/ I think the avg Canadian new car retails for ~$35k?
The avg ("mean") EV sold in Canada in 2018 had an MSRP of maybe $48-$50k.
(I've only done a quick estimate.) That's pushed up by Tesla sales.