Thomas Studer

When they make a film about this, who's going to play all these TV actors?

Trump’s ‘idiotic’ and flawed tariff calculations stun economists ‘Willing sycophants’ came up with simplistic formula that has thrown global economy into disarray

Sounds to me like there is an emerging kind of import/export players lining up to import goods from the emerging markets with high tariffs into the lower tariff markets and then export them from there to the US...

@blkahn.bsky.social does this article exist?
Khan, B. (2023, July 15). Ammonia’s hydrogen potential faces serious efficiency and safety challenges. Bloomberg Green.

Polling website FiveThirtyEight closes | News | Research live American political polling news website FiveThirtyEight (538) has closed down, with owner The Walt Disney Company rolling it into ABC News.

Sad news. FiveThirtyEight was a much appreciated site for tracking how opinions evolved.

Israel is abusing the Jewish past to claim immunity from criticism.

H a boss who believes it's a hoax. I had temperature data from two nearby installations partially overlapping in time. They had a slight offset one to the other. I showed him how I reconciled them and he understood. Despite the concrete example he still thinks you're faking it 🤷.

I am cautious with the Schadenfreude until the new model Y sales start. Before that it's difficult to know how much is the ick versus waiting for the updated model.

Natural hydrogen: a sustainable energy source in mountain ranges GFZ researchers identify where to expect natural and exploitable hydrogen resources using state-of-the-art simulations of plate tectonic processes

Geological (natural, white or whatever other name you call it) hydrogen remains one of the potential game changers in the energy transition story.
It could turn out to be as impactful as natural gas is/was, or it could turn into a disappointment. For now, activity is increasing.

Capturing carbon dioxide, sold as climate solution, rebranded as oil industry boost • Louisiana Illuminator Billions of taxpayer dollars subsidizing capture and storage of carbon dioxide may instead go to fossil fuel companies to help boost production of oil.

Much cleaner to have a CO2 price on fuels than to subsidize EOR.
The CO2 price would push dirtier fuel out of the system (The EOR-fuels would move down the marginal cost stack merit of all others moving up), whereas an EOR subsidy reduces the cost of fuel to consumers (thus increasing fuel demand).

Ah yes, the time proven management strategy of increasing the admin burden on staff to improve efficiency...

Tangent, and not for the 1st time ad hominem. I am not associated with German H2 targets.
Sad really, nothing in your reply refutes nor addresses my points.

H2 pipeline transport and distribution are not particularly expensive.
For seasonal energy storage, H2 in caverns is still a front runner.
As for physics, you refer to efficiency, which is not the same as cost. Historically, energy efficiency correlates very poorly with energy usage choices.

A real pity. Eviation was ahead of the times with its attempt at commercialising a battery electric aircraft of this class.
Higher specific energy batteries will be coming too late for these pioneers it seems.

Did your analysis factor in the cost of upgrading all electric networks to deal with the massively increased electric peak demand and conversely lower electricity storage cost if H2 is produced domestically? TBC, I am pro unbiased analysis, not anti heat pump.

It's a really difficult market, but if bankrupcies are your indicator of a sector going places, then solar will never take off...

A complex subject. Missing for starters is the lower contrail formation from hydrogenated SAF. Contrails gave a higher global warming potential than the CO2 emitted by the aircraft.

New subsidies for Drax that ‘halve’ payments for burning wood for power New rules for the huge wood-pellet burning power station will also improve sustainability, Government says.

A step in the right direction. When wind and solar supply enough power, biomass shouldn't be burned.
Instead, biomass should serve as naturally stored solar energy for what can't directly be supplied from intermittent sources (buffered with batteries).

I 'd say we rejected an unrealistic law that would have forced such a drastic change to be completed within 10 years.
If you're been in infrastructure projects, you know it often takes a decade from project to operation, and we're. Far from having all needed projects lined up.

Drax power station didn't properly disclose burning forest wood The Drax facility, which burns wood pellets, is required to report where it sources its wood from.

Biomass is renewable. But it is only sustainable within narrow limits.

If corporate bottom lines depend on it, and the regulatory limits are not strict enough, the sustainable limits will keep getting ignored to the detriment of the overall objective.

If you tell me you want nuclear in a place that lacks renewable resources, I have sone understanding for your position. In Australia it makes no sense.

We're already closer to half a day than a day.

I expect Terrawatt per year installation rates. When I first said that more than a few thought I had lost the plot.

Airbus pushes back plans to fly hydrogen plane by 2035 Aircraft maker’s decision is a setback for the aviation industry’s hopes to achieve net zero

H2 in aviation is hard pressed from SAF and possibly DAC being lower hanging fruits to deal with near term requirements.

Starlink offers a fantastic service off grid. However, if there are unintended consequences those costs will be socialized.
Since this affects all, beyond jurisdictional borders, there should be global governance and accountability.

Populists always believe to have simple answers to complex problems.

Ich verstehe nicht wieso die Plastikvariante überhaupt erlaubt ist. Die lässt sich ja auch nicht kompostieren.

By the way @nathanielbullard.com I suggest you add a slide 91 b that counts hours below the cost of the cheapest fuel. It's a more stable metric of when ren set the price. The results in Spain are already spectacular. Negative prices are an artefact of old privilege.

Cargo ship captures CO2 from its own exhausts and stores it on-deck Transporting goods on huge fossil-fueled cargo ships is a dirty business. But one such vessel is about to embark on a pilot that could clean up shipping's act considerably. An onboard system has now b...

More shipping decarbonization news today. 70% capture rate doesn't knock me off my rocker. Though the move goes in the right direction.

UAE launches first 24/7 solar PV battery storage gigascale project The UAE has launched the world's first large-scale round-the-clock gigascale project, combining solar power and battery storage in Abu Dhabi.

That is spectacular!
I worked in the Middle East when the UAE first signed a solar PPA under 6c/kWh.
Some of my then bosses didn't believe the price was real and rubbished solar for not being reliable.
If really this solar baseload contract is in the 6c/kWh ballpark, I wonder what they say now.

Flicking through @nathanielbullard.com 's yearly deck, many graphs strike a chord. Asking myself, which I believe to be the most important going forward, I settled on slide 90 (and 91).
The market quickly has to come to grips with the electric price decay when renewables produce.