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Mar 4 • 18 tweets • 7 min read
A 1 Gigawatt floating wind farm off the coast of Morro Bay in Central California (~halfway between LA and SF) sounds like the kind of change we need.

United States and our allies need to lead the way to a predominantly #RenewableEnergy Future!
European oil majors still not going Green fast enough to fight Climate Change effectively and meet the 2030 and 2050 climate goals, but at least they're trying...

France's Total is now TotalEnergies, and in 2021 planned to invest 20% in renewable energy
france24.com/en/france/2021…
Denmark's Dong (Danish Oil and Natural Gas) 😏 was rebranded as Orsted in 2017

Norway's Statoil changed its name to Equinor in 2018

these European Energy majors seem to be stepping up on Renewables, now where are the US's Exxon, Chevron, and ConocoPhillips?
Biden Admin set a target of producing 30 GW of Offshore Wind in the US by 2030!

By 2025 new leasing sales will be offshore of the Carolinas & California in 2022, followed by Central Atlantic, Gulf of Maine, Gulf of Mexico, and offshore Oregon
equinor.com/en/what-we-do/…
I'd heard about offshore wind leasing underway off the coast of NY and Massachusetts, but I missed this big news from Oregon - passing a bill requiring 100% Clean Electricity by 2040!

Oregon's 100% Clean Energy For All bill ❤️
sierraclub.org/press-releases…
@BOEM is talking to Oregon stakeholders for Offshore Wind leases now!
#FloatingOffshoreWind is the future!

with advances in mooring lines and submarine cable technology, they're targeting an area for leases to where the ocean water depth is over 4,000 ft deep!

the planning area has an avg wind speed of 7 meters per second
How does floating wind work?
Equinor is a global offshore wind major and the world’s leading floating offshore wind developer and operator – a position we intend to keep

Freeing wind power from bottom-fixed designs opens a world of new markets and opportunities.
equinor.com/en/what-we-do/…
with Equinor's vast experience building offshore oil platforms in the North Sea, they surely have the know-how to build offshore wind
Why Floating Wind?
- Winds are stronger & more consistent further out to sea
- ~80% of world’s offshore wind potential is in waters >60 meters
- 2.4 billion people live within 100km of shoreline - floating offshore wind can deliver major-scale power directly to global markets
- Floating wind can potentially power 12 million homes in Europe by 2030
- Removing water depth constraints allows us to select the best sites in the world
- Floating wind has higher capacity factor thanks to better wind further offshore

so why is Equinor even drilling for oil?
2 main floating offshore wind concepts:
spar bouy (L) & semi-submersible (R)

Equinor's proprietary floating turbine motion controller uses sensors & PCs to regulate turbine blades to wind gusts, dampening tower movements, reducing strain on moorings & maximizing electricity
Hywind Tampen - renewable power for an offshore oil field 140 km west of Norway

- Equipped with 11 Siemens Gamesa SG 8.0-167 DD turbines with 167 m-diameter rotor and 81.5 m-long blades

- Due to start up in 3Q of 2022
In US #OffshoreWind news, @CrowleyMaritime has partnered with @VineyardWindUS to build an offshore wind port in Salem, MA to facilitate offshore wind farm construction!
the 42 acres surrounding Salem Harbor Station
...will look like this!

and they're planning more offshore wind terminals along the East Coast, West Coast, and Gulf of Mexico
to build all these offshore wind turbines, America is going to need a lot more Jones Act-qualified service operations vessels (SOV)
oedigital.com/news/494753-ch…

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More from @RussellSieg

Autocracies Hate Semiconductor Export Controls! Profile picture
Mar 4
Cogent Communications cut their Internet backbone to Russia so they couldn't launch cyberattacks against the West to retaliate over their massive Ukraine Invasion sanctions ✂️
washingtonpost.com/technology/202…
Cogent’s networks carry about one-quarter of the world’s Internet traffic.

Cogent has several dozen customers in Russia, with many of them, such as state-owned telecommunications giant Rostelecom, being close to the government.
Russia, like most nations, is connected to the world by several backbone providers, but Cogent is among its largest. The company began terminating its Russian companies at noon Friday but was doing so gradually.

Some customers asked for a delay of up to several days
Read 12 tweets
Autocracies Hate Semiconductor Export Controls! Profile picture
Mar 4
Does Peter Thiel pay people to cover up his past? His online search results are pretty sketchy

I was trying to remember title of @chafkin's insightful biography of Thiel & the political rise of Silicon Valley

searching for "Thiel" or "Thiel biography" did not give good results
"thiel biography" 3rd result in DuckDuckGo and top result in Google is "Peter Thiel: A Biography"

which is a 1-star 28-pg "book" by some no-name author with terrible reviews:

"This is not a book. It is barely a print out of Peter Thiel's Wikipedia entry. Don't go near it."
Google did show Chafkin's "The Contrarian" prominently in the sidebar, and Chafkin's Time Magazine interview was near the top of search results for both search websites

but that's not nearly good enough - at the least, where was the link to buy The Contrarian at Amazon?
Read 5 tweets
Autocracies Hate Semiconductor Export Controls! Profile picture
Mar 4
some important context from @EIAgov

America has become the world's #1 producer of Oil AND Gas since 2014 and its not even close Image
US produces and consumes 20% of world's oil, so we'll be pretty much fine

If we can get enough oil & gas to Europe from US and other non-Russia producers (Saudi, Iran, Canada, Iraq, UAE, Kuwait), they should be fine too ImageImage
Let China and India buy the bulk of Russia's oil and gas - they haven't condemned Putin's invasion

Let them carry the burden of propping up Russia's 11th-ranked economy by GDP Image
Read 4 tweets
Autocracies Hate Semiconductor Export Controls! Profile picture
Mar 3
@USTreasury Sanctions Russians Bankrolling Putin and Russia-Backed Influence Actors

Blocked are 3 Russian elites, 2 spouses, 3 adult children, 6 companies, 1 of Russia’s largest privately-owned aircraft, and 1 of world’s largest superyachts
home.treasury.gov/news/press-rel…
These actions were taken in close coordination with the European Union, United Kingdom, Canada, Japan, the ROK, and Australia, demonstrating global support for Ukraine and the commitment to hold Russia’s authoritarian leadership responsible for their actions.
As a part of transatlantic effort to further deny Russian elites the benefits of their kleptocracy & ensure effective implementation of sanctions, Treasury will share financial Intel & other evidence where appropriate w/DOJ to support criminal prosecutions & asset seizures
Read 18 tweets
Autocracies Hate Semiconductor Export Controls! Profile picture
Mar 3
Insightful analysis by @daicing:

"Xi Jinping might have noticed that a mortal threat to a vibrant democracy changes everything. Lazy, greedy, ethically casual societies of the “West” may react with surprising unity and determination."
chinafile.com/conversation/c…
"Xi may already be much less enthusiastic about being shoulder to shoulder with an international cartoon villain with a hopeless pricked-balloon economy, a heavy-footed ground force, and a talent for uniting his opponents."

Buyer's remorse so soon?
"Taiwan is fastest rising economy in East Asia, w/per capita GDP expected to surpass Japan & South Korea; all of them leave the PRC living standard in the dust"

Democratic economies are the most vibrant economies & prove the lie about Chinese societies needing rule by Iron Fist
Read 5 tweets
Autocracies Hate Semiconductor Export Controls! Profile picture
Mar 3
BBC launches shortwave radio frequencies, popular in wartime, to bring information to Ukraine and Russia ❤️🇺🇦
People in Kyiv and parts of Russia will be able to clearly hear BBC World Service news in English for four hours a day — from 4 to 6 p.m. British time on 15735 kHz and from 10 p.m. to midnight on 5875 kHz — a statement from the BBC said Wednesday.
Shortwave radio was invented in the early 1920s and became especially popular in Europe during times of conflict because it can reach remote areas and travel vast distances without the need for satellites or cables, which can be compromised in wartime.
Read 9 tweets

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