1/Electrification of the global economy requires batteries, lots and lots of batteries.

I interviewed dozens of experts about the state of battery tech, costs, etc. this past year.

This 🧵 is the Best of 2021.

Enjoy!
#batteries #ElectricVehicles
2/Non-lithium battery technologies, chemistries set for rapid expansion
3/Stretchable, washable battery could revolutionize wearable technology
4/Li-ion battery's poor cousin, iron phosphate, in vogue thanks to Tesla
5/Solid-state batteries focus of intense competition between Asia, Europe, and North America
6/Canada can be an EV battery leader

@joannakyriazis @cleanenergycan
7/Canada has all the ingredients to build a battery industry for N.A. EV manufacturing

@JamesTFrith @BloombergNEF
8/Investors "flooding" into North American battery storage sector

@IHSMarkit
9/Tesla's "beer can" battery key to future $25,000 electric car

@tesla @WoodMackenzie @Ram_Chan_WMC
10/FERC 2222A: Will ruling "supercharge" wind, solar, and battery adoption by American power grid?

@voltusinc
11/Battery prices are falling off a cliff - BloombergNEF survey
12/Recycle 95% of lithium-ion batteries? Canadian company leads industry
13/Alberta needs to catch up to Texas' electricity grid battery storage regulations
14/Huge utility-scale battery project planned for SW Ontario
15/Trent University goes green with battery energy system, solar carport, and other efficiency upgrades

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More from @politicalham

31 Dec 21
1/Electric vehicles 🧵...Best of Energi Media interviews in 2021!

Global EV sales starting hockey stick growth - BloombergNEF
@BloombergNEF #ElectricVehicles
2/GM takes aim at Tesla, vows to become #1 EV manufacturer in North America
@samabuelsamid @Guidehouse @tesla @GM
3/2021 is year EVs hit inflection point and global sales take off
@WoodMackenzie
Read 20 tweets
27 Nov 21
Tres amusing to see Rex Murphy, Terence Corcoran, Unca Bread, and the usual cast of dinosaurs disparaging climate science and then interview an actual scientist.

Watch the 2nd question where I ask him why we should have confidence in the science.
2/Here's another scientist explaining atmospheric rivers and how climate change makes them more intense and more frequent.

And why BC, in particular, can expect more extreme weather from now on.
3/This climate scientist explains why BC, Alberta glaciers melting (relatively) fast will affect water supply.

As in, communities that rely on glacier melt to augment their water supply may be affected.
Read 9 tweets
11 Oct 21
1/Yager is probably my least favourite Calgary oil/gas shill. He writes agitprop, not analysis, which is why he's beloved of thoughtful Albertans like Brett Wilson.

My response to Yager's latest propaganda.
2/Laughable straw man argument.

Sure, some extreme environmentalists want natgas to disappear tomorrow. But the mainstream view is that gas will be the last fossil fuel to be displaced by zero/low-carbon electricity, probably long after 2050.
3/Actually, natural gas as a feedstock for industry, esp. petrochemical manufacturing, is mentioned a lot.

And let's not forget "blue hydrogen," which uses steam methane reforming + CCS to create low-cost hydrogen.
Read 12 tweets
25 Aug 21
Compare CAPP's false claim from its energy election platform with CANGov data. There has been NO reduction at all.

"Canada's energy sector has made tremendous progress reducing greenhouse gas emissions..." - @OilGasCanada
#elxn44 #cdnpoli #ABleg
2/"CAPP and our members call upon Canadians and our leaders to seize the opportunity to unleash the economic and environmental power of Canada's natural gas and oil industry."

Oil/gas GHGs have plateaued at best, but CAPP wants a significant expansion of production?
3/Even under a business as usual scenario IHS MarkIt is forecasting 650,000 b/d new oil sands production by 2030, 900,000 b/d in total.

And now CAPP wants more?

How will that lower GHGs?

The historical records says they will rise.

Read 6 tweets
20 Jun 21
1. Electric vehicles drive peak oil demand.

2. Electrification is accelerating.

3. Alberta oil (esp. oil sands) need an energy transition plan, not just a climate plan.

Canada needs AB to be prosperous. Clinging to the status quo won't accomplish that.
2/Here' the interview with BloombergNEF's Dr. Nikolaos Soulopoulos I referred to.

BNEF is the gold standard of EV adoption forecasts. My guess is that it will be revising its sales forecasts every few years.

Disruption is here.
3/Speaking of disruption, here's my essay arguing that the 2020s will be this energy transition's disruptive decade just as the 1920s was the disruptive decade of the last energy transition.
energi.media/markham-on-ene…
Read 14 tweets
22 May 21
1/Vivian Krause got one thing right:

For 10 years starting in 2009 the Tar Sands Campaign received a total of $40 million to oppose the oil sands and pipelines that shipped bitumen to market.

Beyond that, most of what she wrote is incorrect, inaccurate, wrong, or torqued.
2/What is astonishing to a journalist is just how many errors she has made in her Postmedia op-eds, her blog posts, and her public presentations.

Errors of fact.

Errors of interpretation.

Errors wrought by ignorance of the oil/gas industry.

She isn't malicious, she's dumb.
3/She has been influential because Canadian oil/gas leaders, Harper and the CPC, and Jason Kenney and the UCP have used her to further populist narratives.

Her work was weaponized to advance a political agenda.

She was, and still is, a useful idiot for conservatives.
Read 4 tweets

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