Is Tesla market capitalization too high. Here are just relevant data to suggest that the vale is based on future earnings, 50% YOY growth plans and free cash. Tesla has margins higher than the industry.
Is Tesla Market Cap Too High Read More »
Home and community battery is a smart way to reduce transmission costs and to improve reliablity of renewable energy. Losses in transmission are about 10% and batteries cost much the same whether close to consumers or at a solar farm.
Home and Community Battery Storage Read More »
Green energy saves $5000 per year and Australia can do the Big Switch from fossil fuels to renewable energy with rooftop solar and batteries. Change is an increase wealth to households, not a cost.
Green Energy Saves $5400 per year Read More »
It looks like we need to spend 2 percent GDP for net zero or (1.5 degrees) of climate change. Climate Change challenge is a chronic worsening of the climate and 187 countries through Cop26 and the Paris Accord have targeted to hold climate change to net zero or
2 Percent GDP for Net Zero Read More »
Recycling effectiveness is poor because companies have passed the responsibility and cost of recycle / reuse onto consumers. Less than 7% of all plastic is recycled. Almost as much is dumped at sea. Time to change.
Recycling Effectiveness is Poor Read More »
The advent of vehicle to grid technologies will disrupt the electric car and the electricity supply in Australia. This will be within 5 years is best prediction for the disruption occurring under our eyes.
V2G Will Disrupt Electricity As We Know It Read More »
Greenwashing is rife. Here are 15 different ways fossil fuel industry enables greenwashing rather than reducing their own emissions. The Angry Clean Energy Guy has a great podcast and I summarise the podcast.
Top 15 GreenWashing Claims Read More »
There are more charging stations than gas stations in some countries. What is increasing though is the number of high power / fast charging power facilities. Every country is deploying hundreds or thousands.
More Charging Stations than Gas Stations Read More »
When you dig into the supposed shortfall of lithium for EV and grid energy industry, it is clear that there is enough lithium to meet the demand although it will take time to come on stream.
Enough Lithium Supply to meet Demand Read More »
There are 5 orders of innovation from individual components at order 1, to systems at 2, services at 3 to disruption of industry at order 5. Knowing this provides expectation of capital and time to market with new innovations.
5 Orders of Innovation Read More »
What is FMG ulitimate goal? To change his low cost iron ore exports to China and turn it into green steel manufactured in Australia and exported globally? The company has been busy setting up deals and purchasing technology.
Green Steel From Fortescue Minerals Read More »
We pay over $11 billion a year for fossi fuel subsidies for direct support. That does not include the indirect subsidies. As well there are billions of dollars needed to remediate fossil fuel coal and gas mines. Who pays? Consumers
Fossil Fuel Subsidies are $11m per minute Read More »
Electric trucks have been slowly entering the market from all the major manufacturers, and businesses are catching onto the savings and applications. Transition will be steady as the capital to change from conventional to electric will be intensive.
Electric Trucks Are Here Read More »
Some argue for nuclear as the basis of the Australian electricity energy but the data says nuclear would be more than 2.2 times the cost of renewable energy with sufficient battery storage of 20GW.
Is renewable energy cheaper than nuclear Read More »
Tesla has established an insurance business, and the value of insurance could be 5 times more than just selling the car by itself. The margin from the insurance business could be bigger than the revenue from full self driving software, face lower barriers to adoption and reduce costs to customers.
Tesla Insurance Opportunity Read More »
Direct Lithium extraction (DLE) provides faster extraction of lithium from brines, reduction of costs, increased recovery and opportunity for reduction in energy and carbon inputs.
Direct Lithium Extraction Read More »
Venture capital success in growing innnovation has been transformational. Along with internet speeds, the amouint and scale of vc funding of innovative companies.
VC Funding for Innovation or Angel or 3’Fs Read More »
Electric pickup trucks are coming. In China they are here already, but the love affair of the Pickup in USA or Australia, from big to small is coming over then next 4 years.
EV Pickups are Coming Read More »
Green hydrogen has 3 challenges to be part of the energy mix. a) cheap manufacture. b) cheap transport and c) applicable uses. That journey has started..
Green Hydrogen Opportunities Read More »
Coal mines continue to be constructed but face becoming stranded assets with the change to RW. But coal mines are half of the worlds mines and less than 17% of the revenue. Will other EV minerals replace them?
Coal Mine Replacement Read More »
