Canary Media Inc.’s Post

Equations are changing. We don’t use high efficiency products when the cost of energy is low. But when gas prices surge, more people consider buying electric vehicles. Because even though electricity is more expensive than fuel, it is 4x more efficient. So if electricity is 2x the cost of fuel, it’s still 2x more cost efficienct per mile making it the lowest cost option. We are seeing that with heat pumps as well. 2x the cost for fuel, with 300%-500% efficiency, it’s still 50% to 250% savings because the service is cheaper. Titanium at 20x the cost of steel, due to energy requirements, when we lower the cost of energy (with solar and battery microgrids), we lower the cost for both green steel and green titanium. With lower energy costs, that equation can flip, to where other variables, such as weight are the defining cost variable, as energy input is now marginal. For example, 500Wh/kg is the battery benchmark for affordable battery aviation over fossil fuel aviation. Already planes are made lighter with high cost titanium, but if another high energy cost material can move the needle, say to 400Wh/kg by lightening the load, then we can see the same market dynamics as with road vehicles, as that inflection point is hit and lower cost AND higher performing EVs push out obsolete technology. So by focusing on reducing the cost of energy, by oversupplying the market with zero marginal cost solar, we can send ripple effects through the economy. The first one being mass electrification on cost. Once we have mass electrification, the second stage is distribution of energy. What can I generate from my roof (if you have one), your balcony, your window, your parked car. Your new variable is not, what is the cost of energy, but battery life, and passive self generation to recharge that battery. Say you have a foldable 250W solar panel, an EV with a 75kWh battery that travels 1 mile on 250Wh, and an E-bike with a 1kWh battery that travels 1 mile on 15Wh of energy, and no grid to buy or sell electricity. I can get 1 passenger mile per hour in an EV for free or 16 passenger miles per hour on an E-bike. Some people may buy more solar, some people will just use the bike more often. This new limiting variable (not “$/mile” but to “free miles / hour”) changes the perspective, and ratchets us to the next evolution of efficiency. Just like we climb up the ladder on Maslow’s hierarchy of needs, we can climb up the ladder from basic energy needs, to flexible money buying services, to time. Time is the ultimate resource each one of us has, as people buy back their time in services so they can focus on maximizing their time. We evolve from covering our energy needs with cheap energy dense fuel, to saving money by investing in higher efficiency and lower cost solar electricity and batteries, we empower an evolution focused on results. How do I spend more time doing what I want? We start with passively farming surplus energy via low cost solar.

MAN75D gensets, lowest cost of ownership, lowest Lub oil consumption and lowest emissions … and when coupled with Hybrid battery power. this combination appears an excellent solution.

🔦Monday Spotlight: We love this beautiful and effective stacked area chart from NYT about the growing popularity of batteries: https://hubs.ly/Q02B6mFD0

Wow! How impressive is that? The “high power” PEM machines are targeted at “the decarbonisation of heavy maritime and rail mobility, as well as the production of electricity for public power grids”

With a 958-foot rotor, I’m sure this is an impressive machine. I wonder how well it works and what it’s long-term reliability will be. #windenergy #technology #powergeneration

Hydro-fracking rock to release #geothermal heat to power a steam turbine to produce electricity- Fervo’s technology discussed in an excellent WaPo explainer. Very cool graphics. Fervo pioneered this technology in Utah and now a utility in CA has contracted to take electricity generated by #Fervo. The article highlights the main challenge - permitting time. The Utah project began in 2015 but didn’t get final approval until 2022. Will the Manchin/ Barrasso #permitting reform bill dropped this week lead to more realistic permitting times? Certainly legislation to watch.

Great information in this article. It highlights the need for a robust Transmission system — the key element — to facilitate transition, technological development, and affordability by broadening access to to new low-cost sources of generation. Policy makers, grid operators and Transmission owners need to plan accordingly and invest in developing the grid of the future. #GreaterGrid #Transmission #Utilities #Renewables

Just reading about Carnot batteries, the next wave???? I have heard of many iterations the most advanced being MGA Thermal in Newcastle NSW Australia. Read more here : https://lnkd.in/geRne9J MGA Thermal https://lnkd.in/geysKPNs #batterystorage #netzeroemissions #cleanenergytransition

 The rise of Lithium Batteries has been meteoric in recent years, with advancements in technology leading to increased efficiency, durability, and safety https://lnkd.in/dQtRTSHd