Uusiutuvan sähkötalouden seurantaa. Tammikuu -24

Tuulivoima kattoi 22,5% sähkönkulutuksesta. Vesi-13,3% ja aurinkovoima 0,07% = 35,9%

Tuulivoimaa oli keskimäärin yli 1 GW enemmän tarjolla kuin joulukuu-23, mutta kulutus kasvoi viime vuoden tammikuuhun nähden jopa yli 2 GW. 1/5 2/ Tunnuslukujen osalta kulutuksen kasvu on ehkä se merkittävin muutos viime vuoteen verrattuna, mikä näkyy myös sähkön hinnassa.

Onneksi vastaava tammikuu ei sattunut vuodelle 2023, kun Olkiluoto 3 ei vielä ollut reservissä.

Electric vehicle market share has grown steadily from 10,3% to 16,1% in Europe this year but the market is a lot more nuanced than a single average number.

It can be surprisingly clearly divided into three (4 incl. 🇳🇴) country divisions which need separate considerations. (1/4) 2/ The difference between
the high division 🔵 avg. 37,2% to
the low div.🟢 5,0% was (32%) in September.
Middle's 🟠 avg. was 19,8%.

Despite the difference, every division's market share has grown 36-49% since the beginning of the year.

Green countries include Italy and Spain.

@VTTFinland julkaisi ratkaisuja energiamurroksen pullonkauloihin tutkielman.

Analysoin tässä ketjussa materiaalien sekä raaka-aineiden saatavuuden, että kiertotalouden merkitystä esitetyn haasteen ja sen ratkaisujen mitoituksen suhteen. 1/32

https://twitter.com/VTTFinland/status/1697187580729553333?s=20

Raportti on yksinkertaisesti, mutta hyvin muotoiltu kokonaisuus, mikä vaikuttaa sisäisen tavoitteen jäsentämiseltä, mutta julkisuus kielii myös energiasiirtymäkeskusteluun liittyvistä tavoitteista. Syytä siis perehtyä tarkemmin sen taustoihin. 2/
info.vttresearch.com/fi/energiamurr…

The seldom told success story of the renewable electricity generation in Europe. Wind & solar are a perfect seasonal match!

Isin't that a handsome combination, like the number 10 and the ball on the Barcelona training ground pitch back in the days. Blog: getdebunked.blogspot.com/2023/03/wind-a… Wind electricity generation monthly variation in the EU 2019-2022.

Short correction to the @BloombergNEF lithium mining estimate, and to my I yesterday's tweet.

Instead of 712 kt of (Li), it seems that the actual mining forecast is around 240-260 Kt of Li tons.
>>> Enough for around 30 million EVs. 1/6

Article:bloomberg.com/news/articles/… That being said, the key take away from yesterday's tweet is also incorrect.

Li mining will not meet the 4,1 TWh battery manufacturing demand forecast (by BNEF), which now also seems inflated.

BNEF 07/2022 Li mining forecast seems to be quite far off from other estimates. 2/6

USGS mineral commodity summary 2023 is out.

Here’s a short take from to critical mineral output & reserve growth.

TLDR: Mine production is growing but the reserve growth is far exceeding the demand. We are not running out of minerals. 1/5
pubs.er.usgs.gov/publication/mc… Best performer: Lithium 🏆
Li reserves are up by 4,0 Mt from last year, which would be plenty for the the whole decade worth of demand if needed.

EV barometer: Annual reserve growth would be enough for more than 500 million EVs.

Current identified resources are 98 Mt. 2/

As a google-born 90s kid I haven’t spend much of my time in mines but I’m quite accustomed to data mining.

I hope that you haven’t spent much of your time worrying about @JohnLeePettim13 thread.

Earth will not be destroyed because of energy transition related mining.🧵1/26 That being said, I respect the ones who have done the “heavy-lifting” as we need more some of the industrial minerals, but seems that the years spent in mines doesn't correlate with the knowledge of the mineral requirements, availability or the scale. 2/

https://twitter.com/JohnLeePettim13/status/1614178348694904837?s=20&t=JguahpTLV_wZ_wvWtr_UmA

"To have, or not to have- that is the question", like Hamlet faced the dilemma on minerals.

Geological survey of Finland (GTK) and their A/Prof S. Michaux faced too, and answered:

“World doesn’t have enough mineral reserves for the energy transition”

What's that all about?🧵 Shakespeare aside, in more specific terms GTK describe in their study that:

“It is clear that there are not enough minerals in the currently reported global reserves to build just one generation of batteries for all EV’s and stationary power storage."

Seems worth checking out.