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Energy Discussion
- Thread starter Treetop Flyer
- Start date
Well-on-the-way-to-China Syndrome
I just made a fresh batch of lemonade . . .
“Free Trade” and China:
According to experts who have spent years studying China’s rare earth strategy, the pattern worked like this: whenever Beijing saw a Western rare earth supply chain or processing capability being developed, it would manipulate the AMI and flood the global market with cheap material.Prices would crash, the investment case for the Western project would evaporate, and the company behind it would either scale back or shut down entirely.
oilprice.com
According to experts who have spent years studying China’s rare earth strategy, the pattern worked like this: whenever Beijing saw a Western rare earth supply chain or processing capability being developed, it would manipulate the AMI and flood the global market with cheap material.Prices would crash, the investment case for the Western project would evaporate, and the company behind it would either scale back or shut down entirely.
How China Killed Every Rare Earth Competitor Before It Could Get Started | OilPrice.com
For two decades, China has used pricing manipulation, export controls, and market flooding to stop Western companies building independent rare earth supply chains, but one company just broke that playbook.
oilprice.com
A couple of interesting articles on the energy industry: a problem with shipping insurance regulations in Europe and the beginnings of infrastructure defense in the Middle East:
www.twz.com
UAE Building Massive 'Cope Cages' To Protect Energy Facilities From Iranian Drone Attacks
The move comes after the UAE has been hit by thousands of Iranian missiles and drones that have heavily damaged parts of its oil and gas infrastructure.
www.twz.com
Interesting idea. Apparently they have mixed reviews, but even if they are above 50% effective that’s a win for not a whole lot of petrodollars.A couple of interesting articles on the energy industry: a problem with shipping insurance regulations in Europe and the beginnings of infrastructure defense in the Middle East:
UAE Building Massive 'Cope Cages' To Protect Energy Facilities From Iranian Drone Attacks
The move comes after the UAE has been hit by thousands of Iranian missiles and drones that have heavily damaged parts of its oil and gas infrastructure.
A good article on the oil town of Stavanger, Norway which is a fun city halfway between Oslo in the South and Narvik in the north. Actually, all 3 are a good time.
www.thetimes.com
We visit the Norwegian boom town getting rich selling us oil and gas
Labour has banned the opening of new wells in the North Sea — while Norway has rediscovered its love of fossil fuels
www.thetimes.com
A good article on the oil town of Stavanger, Norway which is a fun city halfway between Oslo in the South and Narvik in the north. Actually, all 3 are a good time.
We visit the Norwegian boom town getting rich selling us oil and gas
Labour has banned the opening of new wells in the North Sea — while Norway has rediscovered its love of fossil fuels
In somewhat related news, Norway leads the world in the adoption of EV's with 96% of new cars last year being electric.
A couple of interesting articles on coal use in China:
Converting coal directly into electricity without combustion:
interestingengineering.com
and large scale converting coal into liquids (which has been previously done) which has reduced China’s oil consumption by several million barrels per day:
amp.scmp.com
Converting coal directly into electricity without combustion:
China's tech turns coal into electricity with no direct carbon emission
Chinese researchers have developed a coal-based fuel cell that generates electricity through an electrochemical process rather than combustion.
interestingengineering.com
and large scale converting coal into liquids (which has been previously done) which has reduced China’s oil consumption by several million barrels per day:
China swaps Middle East oil for Xinjiang coal. What does it mean for the world?
With the war in Iran choking global oil supplies, China is tapping its 390 billion tonnes of coal reserves to build its own energy source.
amp.scmp.com
A couple of interesting articles on coal use in China:
Converting coal directly into electricity without combustion:
China's tech turns coal into electricity with no direct carbon emission
Chinese researchers have developed a coal-based fuel cell that generates electricity through an electrochemical process rather than combustion.
and large scale converting coal into liquids (which has been previously done) which has reduced China’s oil consumption by several million barrels per day:
China swaps Middle East oil for Xinjiang coal. What does it mean for the world?
With the war in Iran choking global oil supplies, China is tapping its 390 billion tonnes of coal reserves to build its own energy source.
In related news, coal has fallen from a total of 78% of China's electricity generation in 2008 to about 60% today (figures after 2021 combine oil, gas and coal in one figure) while renewables have doubled from almost 18% to almost 36% of total electricity generation.
I really think the Straits of Hormuz thing is a tipping point for renewables.
The economies of scale of solar and other renewables and of storage (batteries) along with the clear evidence that Big Fossil is actually a highly fragile supply system subject to any source of disturbances. The move will continue to accelerate.
The economies of scale of solar and other renewables and of storage (batteries) along with the clear evidence that Big Fossil is actually a highly fragile supply system subject to any source of disturbances. The move will continue to accelerate.
Are the supply chains for "renewables" really any less fragile? They still need lithium, rare earths, and in most cases, a host of petroleum products.
I would wager they're even more fragile...
The thing about the renewables supply chain is you only ship them once, like a furnace in your house to burn the oil.
After that, the analog to the oil is sunlight or wind.