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David Turver

@7Kiwi

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Following
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Believer in freedom and democracy. Opposes authoritarianism. Investor in real assets. Man Utd fan. F1 fan. Author of Eigen Values substack.

Hampshire - UK
Joined July 2009
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@7Kiwi
David Turver
@7Kiwi
15 hours
Net Zero relies on minerals for wind, solar and batteries. However, the supply and demand outlook for silver and copper means prices are set to rise substantially and derail the whole Net Zero project. A thread 🧵(1/n)
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@7Kiwi
David Turver
@7Kiwi
41 minutes
We aren't the country of Keir Starmer, Rachel Reeves and Ed Miliband either.
@Keir_Starmer
Keir Starmer
@Keir_Starmer
6 years
We are not the country of Nigel Farage and Tommy Robinson. In the coming weeks we must take the fight to those who challenge our values. Labour is an internationalist party and always will be. My interview with @guardian.
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@7Kiwi
David Turver
@7Kiwi
4 hours
RT @7Kiwi: Chris Stark is stark raving mad. But if we were to emulate China, we would have lots more cheap coal power on the grid. https://….
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@7Kiwi
David Turver
@7Kiwi
4 hours
RT @7Kiwi: Ditto Energy.
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@7Kiwi
David Turver
@7Kiwi
4 hours
RT @7Kiwi: As per my evidence to the ESNZ Committee inquiry into the cost of energy.
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@7Kiwi
David Turver
@7Kiwi
4 hours
RT @7Kiwi: Miatta is proud that more than 1 in 5 households need a discount off their energy bills, paid for by everyone else. The Minister….
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@7Kiwi
David Turver
@7Kiwi
4 hours
RT @7Kiwi: If you enjoyed this thread, please like and share. You can sign up for free to read the full article on the link below (13/13):….
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@7Kiwi
David Turver
@7Kiwi
4 hours
RT @7Kiwi: The Net Zero fantasy world of unicorns and rainbows will be brought down to Earth by reality. The gap between fantasy & reality….
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@7Kiwi
David Turver
@7Kiwi
4 hours
RT @7Kiwi: Net Zero zealots often talk about the finite nature of natural resources. Yet simultaneously they advocate policies that are mor….
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@7Kiwi
David Turver
@7Kiwi
4 hours
RT @7Kiwi: BHP is warning that newer mines have lower head grades and cost much more to bring online. Operating costs will also be higher,….
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@7Kiwi
David Turver
@7Kiwi
4 hours
RT @7Kiwi: But silver is not the only problem material for Net Zero. The IEA are forecasting a copper shortage, with a forecast ~10,000kt s….
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@7Kiwi
David Turver
@7Kiwi
4 hours
RT @7Kiwi: The silver price is notoriously volatile and the extra demand from compound growth of solar PV and AG-C batteries would send pri….
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@7Kiwi
David Turver
@7Kiwi
4 hours
RT @7Kiwi: If demand for EVs with these batteries took off, 16m vehicles per year would consume >500m oz, or half total annual supply of si….
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@7Kiwi
David Turver
@7Kiwi
5 hours
RT @7Kiwi: Samsung is working on a new range of solid-state EV batteries using a silver-carbon anode. It is estimated that a 100kWh battery….
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@7Kiwi
David Turver
@7Kiwi
5 hours
RT @7Kiwi: If solar PV installations remained constant silver demand would fall, but would still be high enough to keep silver in a supply….
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@7Kiwi
David Turver
@7Kiwi
5 hours
RT @7Kiwi: According to VDMA, Silver intensity of solar panels is set to fall from ~12mgAg/W to ~8mgAg/W, but exponential growth in solar p….
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@7Kiwi
David Turver
@7Kiwi
5 hours
RT @7Kiwi: Total supply of silver is ~1bn ounces per year. Demand, including investment demand, has exceeded supply each year since 2019 wi….
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@7Kiwi
David Turver
@7Kiwi
5 hours
RT @7Kiwi: Silver is a key element for solar panels. Last year, the Economist predicted exponential growth for solar making it the largest….
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@7Kiwi
David Turver
@7Kiwi
5 hours
RT @7Kiwi: Net Zero relies on minerals for wind, solar and batteries. However, the supply and demand outlook for silver and copper means pr….
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@7Kiwi
David Turver
@7Kiwi
5 hours
Excellent thread on how renewables and central planning are destroying our once efficient and liberalised market.
@RobertBoswall
Robert Boswall
@RobertBoswall
6 hours
1. Britain's electricity system is breaking. Customers are increasingly put on the hook for risks they can't control. Risks which used to be borne by generators, those best able to mitigate them. But we made an exception for wind and solar.
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@7Kiwi
David Turver
@7Kiwi
9 hours
RT @pwrhungry: Now that the Trump administration has done the right thing by stopping Lava Ridge, it should also cancel Anschutz’s Chokech….
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