Hugh Butler - Optimistic Storm

Electricity for AI exceeds transporation

Electricity for AI Exceeds Transportation

AI computing’s surge outpaces electricity demand for transportation, potentially exceeding it due to expansive training and inference needs. Massive datacenters from tech giants necessitate immense power, raising speculation about electricity shortages. Tesla leads with significant investments in low-power and high-performance chips, aiming for exascale AI capabilities. This growth in AI computation could increase datacenter electricity use fourfold within a decade, challenging current power grids and possibly requiring dedicated power plants to meet escalating energy demands.

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Stellantis Flawed Hydrogen Strategy

Previously we outlined ten reasons hydrogen was dead for transportation, yet we see Stellantis flawed hydrogen strategy proposed by the CEO. Despite Carolos Tavares says in an online event that the cost of hydrogen mobility is ‘sky high’, just two months after introducing eight new H2 van models.

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Chinese Coal Drops from 70 to 45 Percent by 2030

Lauri Myllyvirta forecasts China’s coal dependency to drop from 70% to 45% by 2030, influenced by renewable expansions and energy policy shifts reported in April 2024. Despite local-global energy strategy conflicts and bureaucratic hurdles, China’s renewable energy sector is flourishing with vast solar and wind installations, and plummeting solar, battery prices. China’s energy security challenge is compounded by coal quality issues and reliance on imports.

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Wearables, genomic, AI improve health outcomes

Fitness Wearables For Disease Prevention

Cancer, heart and lifestyle diseases are rising. Dr Synder from Harvard shows better measuring of health function using AI and wearable monitors assist in changing lifestyle diseases. Prevention is better than cure, and early detection saves lives.

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Tesla Robotaxi Finance Model

Tesla has been promising a robotaxi for some years. This is a new robotaxi finance model and confirms what Tony Seba of RethinkX, or Ark Invest all predict. The robotaxi is a trillion dollar industry and Tesla valuation will depend on delivering robotaxi services.

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scary climate change - 2 degrees by 2040

Scary Climate Change News 2° not 1.5° by 2040’s

Four indicators tell us a scary climate Change is more likely. Most are unaware, as they have taken the 1.5 degrees Net Zero. Research says tht the pipeline of CO2 and Methane will blow that out to 2 to 3 degrees by 2050. Aerosols, CO2 emission, and Methane are the major contributors

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Robotaxis not Rail for Sunshine Coast

Robotaxis not Rail for Sunshine Coast is a novel view of the 25 years of planning transport from Brisbane to the Sunshine Coast. The project has reached another milestone. Is it the wrong one.

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eVTol the End of Helicopters

Electric vertical takeoff and landing craft – a combination of helicopter and airplane are coming in 2025 as production and regulations are met. Piloted, 4 seater aand first focus is cross city Uber style from downtown New York, Chicago, Los Angeles to the airport. Joby and Archer are well funded to be sucessful

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China’s Energy Megabase Plan

China’s plan to have 445GW of renewabe energy in megabases to shore up the 1,200 GW planned by 2030 to be 25% low emission electricity supply.

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Nitrogen Fertilizer Replaced by AI and Bacteria

What if AI Genetics can create an organism producing nitrogen nutrient inside the plant itself. Conventional greening of nitrogen fertilizer is using green hydrogen instead of fossil fuel. Will the trillion dollar market for nitrogen fertilizer be disrupted?

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zero population growth and carry capacity

Zero Population Growth & Carrying Capacity

What is zero population growth? It is associated with carrying capacity or what is sustainable and equitable. Can the earth support 2 billion or 40 billion people? Population, food, energy house and labour workforce are discussed

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100 Companies Reducing 71% of Emissions

100 Companies Reducing 71% of Emissions are the key to challenging the 100 companies who generated 70% of emissions. Solar, battery, wind and EV manufactures are driving changes in emissions.

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100 Companies Responsible for 71% of Emissions

100 companies are responsible for 71% of emissions – and just 25 fossil fuel companies are linked to 51% of emissions. Many have little investment in reduction of emissions. even 8 years on from a 2016 report identifying them.

100 Companies Responsible for 71% of Emissions Read More »

New Vehicle Efficiency Standard for Australia

The Australian Government released the background briefing paper – Cleaner, Cheaper Cars to Run – New Vehicle Efficiency Standard for Australia in January 2024 and plan to enact legislation in 2024. Download the full paper here. The Govt Infrastructure Dept came up with 3 scenarios and ask interested

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Molten oxide electrolysis may change green steel

Molten Oxide Electrolysis for Green Steel

The molten oxide electrolysis process by Boston Metals has the opportunity to revolutionise steel refining. During the past decade, they have progressed from lab scale to millions of tonnes industrial process and would enable rapid decarbonisation of the steel industry.

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AMOC Tipping Point – Atlantic Meridional Overturning Circulation

The Atlantic meridional overturning cirulating current coiuld be a major risk from climate change. No one can predict, but 7m sea rises and 5 degree termperature for Northern Europe.

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Tidal & Wave Power Untapped Energy

Tidal and wave power are untapped energy resources yet despite 2 decades have scarely moved beyond demonstration and pilot systems. The marine environment is harse, bespoke and has severe enironmental and social barriers.

Tidal & Wave Power Untapped Energy Read More »

1000-Mile Battery Innovations

Multiple manufacturers announce progress in lithium batteries. Increasing density, decreasing cost, increasing range, faster charging, more cycle life. Will the 1000-mile battery make it into vehicles by 2030?

1000-Mile Battery Innovations Read More »

USA Electricity Is Going Renewable – Rapidly

Globally, renewable energy is the dominant new electricity generation. The USA is followng other countries, particularly China with with over 99.8% electricity generation to come from solar wind and solar in 2024.

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Tesla Humanoid Optimus Worth $10 Trillion by 2030

Tesla Optimus Robot Worth trillions by 2030

Developed for human environments, Optimus shows significant advancements in dexterity and autonomy. Despite mixed valuation models, experts believe humanoid robots could revolutionize the workforce, potentially outpacing Tesla’s automotive segment in value.
Chris Camillo predicts Tesla’s Optimus robot will be worth trillions by 2030, addressing labor shortages in sectors like warehousing. Cern Basher likewise suggests revenues of over $6,000 per bot. One million bots is worth $6bn in revenue

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