Michael 🕊️
@Michael30894787
💯
Pretending that the barrier to the Pathways project is federal approval is not helping anyone. The barrier is simple: if emissions reduction isn't existential, or if average GHG costs aren't well above today's levels, it won't happen unless gov't pays for almost all of it.
The concept illustrated in this graph is foundational for thinking about the energy future. The graph is logarithmic. If your forecast aren't logarithmic, you are doing something wrong.
Hey @AukeHoekstra, my friend Rhys updated your chart for you to 2024. Data&protocol: rhysthedavies.com/solar-capacity…
If you look at the future of energy, the tables below provide crucial context.
7. Today’s defining moment As electrification expands into the vast new domains of transport and heating, 75% of demand is now open to electrification The ceiling of the possible was never higher 📈 9/10
⚡️EU power is becoming less and less reliant on fossil fuels EU countries with the largest fall in fossil share (2004 vs. 2024): 🇩🇰Denmark: 76% → 12% 🏆 🇵🇹Portugal: 73% → 15% 🇳🇱The Netherlands: 91% → 46% 🇮🇪Ireland: 95% → 55% 🇬🇷Greece: 90% → 50% 🇫🇮Finland: 44% → 5%
What's better than a subsidy-free renewable project? How about 2 subsidy-free wind farms that have returned over $6.5m to ACT electricity consumers since early 2023 /1
Both conservatives and liberals have been giving lip service to consumer choice. This is an easy way to enhance consumer choice.
Let affordable European electric vehicles into the country. My wife has been driving in a mini European EV for 11 years, so there's no reason to stop other affordable European EVs from coming here. Canada doesn't produce ANY affordable electric car. bnnbloomberg.ca/business/inter…
Norway have the same experience. The newer, nicer, cheaper (per mile) car drives the most.
EVs only account for 3.8% of vehicles on the road, but do 5.3% of the miles The @racfoundation, who did the research, said: "EVs are starting to take over where the diesel left off, providing a practical alternative in terms of range and cost per mile" thenational.scot/news/national/…
"Oxfordshire launches on-street EV charging scheme" Cable channels will be installed outside 500 homes that don't have driveways Will allow people to run their EVs for 2p per mile (petrol = 15p) If Oxfordshire can do it, then every authority can do it bbc.co.uk/news/articles/…
"The 100-per-cent tariffs imposed on Chinese electric vehicles...eventually triggered retaliation against Canadian canola and pork, costing (mostly) Western farmers nearly $1-billion annually" Thanks Pierre @BonnieCRit4752 cbc.ca/news/politics/… #battlerivercrowsfoot
Source, rethinking China. archive.today/Mj6QP
Data show 10 of the 11 states with highest % RE (50-121%) on the grid have electricity prices >1.9 c/kWh below US avg If we keep using gas, prices will go higher+higher New homes should be all electric-saves money+health Home PV reducing grid demand youtube.com/watch?v=bEIt_Z…
Great interview "We have a classic collective action problem, that is, green industries ... are not well organized as political lobbies. So we will have to compensate for the oil lobby's incredible power..." May I add: the incumbent foreign owned auto industry lobby?
Mark Carney’s Energy Strategy: Dangerous Betting on Both Oil and Renewables Too much oil/gas, not enough electrification. Interview with Prof @realandyhira of @SFU, re " @markjCarney is walking a political tightrope on our energy future." #cdnpoli youtu.be/LRLlwp3hpNI
Mark Carney’s Energy Strategy: Dangerous Betting on Both Oil and Renewables Too much oil/gas, not enough electrification. Interview with Prof @realandyhira of @SFU, re " @markjCarney is walking a political tightrope on our energy future." #cdnpoli youtu.be/LRLlwp3hpNI
Trucking is sensitive to Total Cost of Operation (TCO). I expect a far faster transition for trucking than for retail vehicles.
World's biggest crude oil importer is ditching Big Oil, fast: Electric-powered heavy trucks' sales soared 175% year-on-year to 76,100 in the first half of 2025, hitting a 25% market share Transport sector on track to cut its diesel demand 40% reuters.com/sustainability…
There's a limit to the amount of CO2 in the atmosphere before catastrophic climate change sets in. There is no limit to the amount of electricity we can generate, in relative terms.
Only way to achieve a Type 1 Civilization is clean energy, fossil fuels can’t scale 10X. “Paradigm shifts like this don’t come along often: the Industrial Revolution, the computer revolution. But, when they do, they change the world in profound and unpredictable ways.”
💯💯💯 💯💯 💯
"the idea of tariffing inputs into American manufacturing would be a terrific idea if you wanted to tank the American manufacturing sector."
I am excited about this announcement: ArcelorMittal is commercializing a process that produces iron with O2 as waste. O2 is sometimes used down process. Cutting out CO2 and value destructing CCS. corporate.arcelormittal.com/media/press-re…
So! China released its new renewable power consumption quotas yesterday and added heavy industry into the list of obligated entities. A Big Deal! I last wrote a thread about China's RPS ~4 years ago, but things have changed since then, so it's time for a commentary refresh. 🧵
Interesting perspective on the power of a distributed power plant.
The term “virtual power plant” massively undersells how powerful this is. It makes it sound like it’s “virtually” as good as a power plant, when in reality, distributed energy resources provide a level of precision and resilience that simply isn’t possible with centralized…
If 🇨🇦 brings in Chinese EVs, consumers could see price savings of up to 50% over a gas vehicle purchase price, save 75% on fuel charges, have the convenience of charging at home, and build a healthy environment. Why are we not doing this?
$10B?! @MarkJCarney please don't waste my tax dollars on something that, by definition, will never add value. B.t.w. Oil is on the way out. Want to reduce emotions? Axe the import tax on solar panels, EVs and Batteries, and/or invest in producing the tech of the future in Canada.
Ottawa has already provided a 50% investment tax credit ($4 billion) and Alberta has a 12% ITC. What's 62.5% of $16.5 billion? $10.3 billion. Of taxpayer's dollars. To mitigate 12.5% of oil sands emissions. Leach has it right. They're holding out for 100%.