V2G Will Disrupt Electricity As We Know It
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.
Top 15 GreenWashing Claims
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.
More Charging Stations than Gas Stations
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.
Enough Lithium Supply to meet Demand
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.
5 Orders of Innovation
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.
Green Steel From Fortescue Minerals
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.
Fossil Fuel Subsidies are $11m per minute
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
Electric Trucks Are Here
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.
Is renewable energy cheaper than nuclear
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.
Tesla Insurance Opportunity
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.
Direct Lithium Extraction
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.
VC Funding for Innovation or Angel or 3’Fs
Venture capital success in growing innnovation has been transformational. Along with internet speeds, the amouint and scale of vc funding of innovative companies.
EV Pickups are Coming
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.
Green Hydrogen Opportunities
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..
Coal Mine Replacement
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?
Global Car Sales
Who are the major car manufacturers globally, and what disruption will be coming with electric vehicles. Who will be the winners and loser?
Small Power – Why Nuclear Is Not an Option
Small power from rooftop solar and batteries and not nuclear is the best. Nuclear was suggested would be too cheap to meter but is too costly to remember.
Simple Power by Freeing Energy
Freeing energy explores the energy in the world and shows how local free energy using PV panels and batteries will provide energy to 3 billion in energy poverty and disrupt 135 years of Big Grid.
Fossil Fuel Company Lies
The Angry Clean Energy Guy talks about corporate evil: comapanies knowingly doing harm. Exxon, BP moved responsibility from their fossil fuel CO2 emissions and pushed “personal carbon footprint”. He outlines Adarni as a worst case example.
European Battery Gigafactories
Over 37 companies have announced or are building European battery gigafactories. The largest is Tesla at Berlin due for production in early 2021, but others are focused on supplying the European manufacturers.