Canada has until 2025 to start building battery metals refining to compete with China - BNEF

And with the #InflationReductionAct, shit just got real north of the 49th. Will we take advantage of new opportunities or fall short?
#cdnpoli #ABleg
2/Clean electricity is a huge competitive advantage for Canada

This is our moment to shed the old "hewers of wood, drawers of water" trope and stride boldly into the 21st century.

We can do this!
#cdnpoli #bcpoli #ableg #abpoli #onpoli
3/Inflation Reduction Act great news for Canadian EV, battery industries

This is NOT just an ON and QC opportunity. Provinces like BC and Alberta can play in this sandbox in a big way.
@AccelerateZev @CanAccelerator
#cdnpoli #bcpoli #ableg #abpoli
4/Turning captured CO2 into recyclable plastics

Transforming CO2 into materials is a HUGE opportunity for #Alberta b/c of carbon capture and storage.

New strategy for oil/gas: don't burn it, TURN IT INTO STUFF LIKE CARBON FIBRE!
5/Captured CO2 turned into carbon nanotubes by Alberta's Capital Power

Here's an example of tweet #4 in action.

When finished, this will be one of the world's largest plants of its kind.
6/What does Canada's future hydrogen workforce look like?

If you're wondering what jobs look like and how many of them there will be in the new energy economy, this interview is of interest.

• • •

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

Keep Current with Markham Hislop

Markham Hislop 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 @politicalham

Aug 14
1/A thread about the #Alberta #oilsands

Oil sands production forecast to grow 500,000 b/d by 2030

Did you know oil sands producers break evens are between $30 and $40 per barrel? That's a very profitable barrel at today's prices.
@KevinBirn @SPGlobal
2/Bitumen is now a competitive barrel. It can compete when prices fall.

2 important characteristics of the oil sands:
- very low decline rates over 30 to 50 years (unlike shale)
- low sustaining capital needed (also unlike shale)
#OOTT #energytwitter
3/Bitumen/ultra heavy crude competes in the 10.5 million b/d market, not the light sweet crude market.

Mexico ending 600,000 b/d heavy Maya exports to US Gulf Coast is huge for Alberta.

Already tight market likely to get much tighter.
Read 14 tweets
Jun 12
1/🧵 about global oil demand. Alberta, pay attention.

Peak oil demand is determined by electric vehicles. Full stop.

How fast is global transportation electrifying? Really, really fast. Faster than we ever expected.

@colinmckerrache @BloombergNEF #ableg
2/The internal combustion engine has already peaked, according to BNEF.

Next up, peak oil demand. That happens mid to late 2020s...just a few years from now.

The solid line on the first graph is EXISTING POLICIES. If govts do nothing else.
3/This interview with economist Werner Antweiler is one of the most interesting and important I've ever done.

He explains the economic reasons why the global economy (not just energy) will be disrupted during the 2020s.

Rapid change is coming, #alberta.
share.transistor.fm/s/8f7aa12c
Read 8 tweets
May 14
This is the Disruptive Decade. After 2030, pivoting to low-carbon business models gets ever more difficult.

"A new energy economy is emerging around the world as solar, wind, electric vehicles and other low-carbon technologies flourish." - the International Energy Agency (IEA)
2/More energy transition observations:

The transition to abundant, clean, cheap electricity and low-carbon fuels is inevitable. The only question now is pace.

If you want it to go faster, push harder on the policy accelerator pedal.
3/We don't talk enough about how enabling technologies affect the energy transition. One reason why this energy transition will be faster than past transitions.

*Artificial intelligence and machine learning
*Sensors, data, and analytics
*Automation and robotics
*Digital tech
Read 9 tweets
May 3
1/Great thread.

Wondering how Canadian public health officials have royally screwed up COVID-19 policy, Matthew gets to the heart of it?

The medical establishment doesn't accept research from other disciplines (like engineering) as legitimate.
@kprather88 @jljcolorado
2/In this interview, Prof. @trishgreenhalgh explains public health "orthodoxy" and why it leads to arrogance by PHOs like Bonnie Henry and Deena Hinshaw.

3/Here's highly respected scientist Dr. Jose-Luis Jimenez @jljcolorado explaining why the aerosol transmission of COVID-19 science is settled...and has been for several years.

This is the science Canadian PHOs blithely ignore.
Read 7 tweets
Mar 31
1/So, @RachelNotley says that Ottawa's 2030 oil/gas emissions target of 81 Mt/year is can't be done.

Here's my interview w/@jangorsk of @pembina about a new report that SHOWS how it can be done.

Report was available 2 weeks ago. Why didn't NDP read it?
2/My interview w/Geoff Clark, CEO of Calgary-based @acceleware,

Co. just launched a commercial demonstration w/3 producers of RF heating tech that could lower emissions from SAG-D bitumen extraction no near zero.

What other new tech is available?
3/My recent column arguing for an oil/gas "3rd way" - transition from using hydrocarbons for combustion to feedstock for materials manufacturing, low-carbon fuels

This is a longer-term strategy, but it would set oil/gas on path to decarbonization.
energi.media/markham-on-ene…
Read 6 tweets
Feb 6
1/I see the usual suspects trying to equate Americans donating to the freedom anarchists' GoFundme with US foundations contributing $40MM over 10 yrs to Canadian ENGOs opposing the oil sands, pipelines.

Let me point out a few problems with that argument:
energi.media/deep-dives/deb…
2/US foundations contributed to registered Canadian charities that posted financial statements on their websites.

Talk about hiding in plain sight.

Even after PM Harper ordered CRA audits of those charities, no irregularities were found.
3/When I interviewed 15 ENGOs for my 2019 reports on Vivian's "research" and her foreign-funded conspiracy narratives, ENGOs were forthcoming about where the $$ came from and how they spent it.

All any journalist ever had to do was ask.

None ever had.
energi.media/markham-on-ene…
Read 5 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

Don't want to be a Premium member but still want to support us?

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

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(