
Chris Bataille
@bataille_chris
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Tech & policy towards a NZ GHG economy, industry focus @ColumbiaUEnergy https://t.co/LlRwEjXhbr https://t.co/4XdV1EM1Mj CLA WGIII IPCC AR7
Vancouver
Joined May 2015
How do we trigger a fundamental change in steel, cement, & chemical production to net-zero that initially raises their cost, but drives global market share uptake while reducing costs to parity? A š§µfrom 2 new reports, from @ColumbiaUEnergy & https://t.co/KzLIE2jf7p
Heavy industry is a major hurdle in achieving global #NetZero CO2 emissions. A new CGEP report by @bataille_chris, @sstiebert, @JonasAlgers, Dr. Francis Li, and Margaux Alfare outlines strategies to incentivize investment in near-zero emissions industrial facilities. š§µš
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Yet another fugitive methane source- coal exploration boreholes, of which just Queensland, Australia is estimated to have 130,000
theguardian.com
The hole ā about 100 metres deep ā was not visible from the surface ā and there could be thousands more like it
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Today's super interesting tidbit - while nitrogen and phospate demands have ~2X since 1965, the demand for potash has increased ~5X. Why? Because there's no broad environmental "mine" for potash like nitrogen in air, & because we've industrialized potash poor soils. Huh #skpoli
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Batteries can also be used to balance geospatial imbalances, where instead of adding a gen set in an underserved region, you just import off peak and deliver as needed. Using modular, ābuy as you need themā container batteries.
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Batteries arenāt just for storing wind and solar. They can let you run *all* your generating assets more evenly, while boosting peak capacity without more generation being needed.
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Why isnāt the Department of @ENERGY talking about this?
Tesla Megablock can build this for a 500 megawatt data center in ā 20 days. 200 of those sites would enable a 20% increase in TOTAL U.S. electricity generation without building a single new thermal generator ā just by better utilizing what we already have.
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The other thing is, batteries plus renewables keep eating end-use markets that previously belonged to fossil fuels because of their energy density. Batteries are never going match the energy density of natural gas, but they donāt need to for 70-80% of applications.
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Interesting thing is that thereās probably at least one more fundamental lithium-chemistry jump available, maybe lithium sulfur that adds something fundamental in terms of safety, cost reduction, range and speed of charge.
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The speed of development in lithium batteries, & batteries generally,is such that you just get a grapple on what they are capable of at a given price point, & six months to a year or so later thatās fundamentally outdated. It also keeps redefining what ācritical mineralsā means.
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For the iterative mental reset on what LFP (commercialized by Hydro QuƩbec but left on the shelf until CATL showed up) batteries can do.
businesstoday.com.my
China's CATL, the world's largest battery maker, on Sunday unveiled its latest generation of electric vehicle (EV) batteries here for the European market
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An early example of āmove the electricity intense demands where the copious, clean power isā.
China's National Computing+Energy Strategy: This is the layout for China's national computing strategy. Under the "East Data, West-Computer" äøę°č„æē® slogan, high-priority tasks are handled by local clusters, while lower-priority tasks are outsourced to the energy-rich west.š§µ
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Oops š
Climate skeptics have long been obsessed with corrections to temperature records for changes in measurement techniques and instruments over time. But it turns out that if we just used the raw data we'd see more warming. My latest at The Climate Brink: https://t.co/aIDGuHMJTP
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The Hyundai raid in a nutshell went like this: - Visa applicants: Hey State Department, can we get approved so we can work at the Hyundai plant? - State: Sure - Visa applicants: Hey CBP, we're seeking entry to work at the Hyundai plant. - CBP: Ok - Visa applicants:
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If youāre going to do bulk electrolysis to process commodities with hydrogen, donāt do it where the power is expensive, do it where power is cheap & colocated with the resource, & ship the processed commodity, eg green reduced iron from Brazil, S. Africa, QuĆ©bec or Auz to Germany
Many warned about electrolysis to be more expensive than initially predicted. Some Consulting groups rushed to please their clients with optimistic numbers
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David Sedaris once compared being fact-checked by The New Yorker to being penetrated in the arse by a hot thermos. One of the magazineās fact-checkers remarked: āIf a thermos works, the outside wouldnāt be hotā.
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NEW: In the Sunday @nytopinion, Kurt Campbell and I argue America alone canāt match Chinaās scale. With "allied scale," itās no contest. But if Trump keeps alienating US partners, we'll never get thereāand the next century will be China's to lose.
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The US needs its allies to match China. So maybe we shouldn't be burning down all our alliances.
4. ALLIED SCALE Together, the US, EU, Japan, ROK, India, Taiwan, Canada, Mexico, Australia & NZ would outscale China on core metrics. This edge is only theoretical for now. Making it real is the taskānot to contain China, but to balance it abroad and reindustrialize at home.
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