More like this please.
New Ad Captures Frustration with GOP War on EVs
Music Break: Parody – Using My Religion
Hormuz Will Never Be the Same
Goldman Sachs expert, just returned from the Middle East, says the Strait of Hormuz will never be open in the same way it was before the war.
CNBC host – “If you’re right about that, we will have continued elevated energy prices for a very very long time.”
Hormuz Closure a Big Wrench in LNG Plans
Iran “excursion” is the cluster that keeps on fucking.
Hard to imagine what a malevolent AI could have devised that would be more maximally destructive to exactly those constituencies the administration promised to serve. Historians will marvel.
Driven by increased electrification demand, especially around the expansion of data centers, the gas turbine market faces a significant market imbalance that will see prices surge through 2027, according to a new report from Wood Mackenzie.
Gas turbine prices are projected to rise to $600/kW by the end of 2027, a 195% increase since 2019,..
Restricted shipping through the Strait of Hormuz is also likely to impact the price and availability of components needed for gas turbine manufacturing, Bobby Noble, senior program manager of gas turbine research and development at the Electric Power Research Institute, told Utility Dive in an interview. “So it will be interesting to see in the next couple months how quickly some of those increased potential costs will start playing into the estimates that are being given.”
“While there may be manufacturing facilities here in the U.S. or in Europe or in Asia that can locally produce gas turbines and other components — the raw materials, the ceramic coating material and other things — there’s only going to be so much supply available right now before we need to look at where those components or materials can be sourced from, and see if there’s an adverse effect due to the current global situation,” Noble said.
“Of course, anything that has to be shipped, those costs will likely rise,” he added.
Continue reading “Hormuz Closure a Big Wrench in LNG Plans”MAGA Making China Great Again
Above, German report an EV acceleration post Iran war.
MAGA determined to make China Great Again – as Iran war explodes gas prices – and EV sales, mostly from China – insuring that the US Auto industry falls hopelessly behind.
China must be pinching themselves at how well this is going, their primary rival committing economic suicide.
Great job, team.
Many established U.S. and European carmakers have been stumped by electric vehicles at seemingly every turn. First, Tesla’s meteoric rise caught them unawares. They responded by investing in new factories but are now pulling back after the U.S. government repealed tax credits and other subsidies for those cars.
Continue reading “MAGA Making China Great Again”First Earth Day Flashback
I think Robin Williams said “if you remember the 60’s you weren’t really there” – the same probably applies to 1970, back when environment was actually an issue that had bipartisan support.
I’ve posted the NBC news report before, but I find it is still useful to review, compare and contrast.
Someone Check Chris Wright’s Pulse
Ahem.
Mr Secretary, are you feeling ok?
BBC Ties Trump Moves to Oil Trades
War is a Racket – Smedley Butler
$580,000,000 in oil futures moved 16 minutes before Trump announced a pause in Iran strikes.
Not after. Before.
The BBC just documented five separate instances of massive, suspiciously timed trades preceding Trump’s biggest market-moving announcements — oil futures, the tariff pause, Maduro’s capture, Iran ceasefire bets.
The platforms where anonymous accounts cashed in? Polymarket and Kalshi. Donald Trump Jr. sits on Polymarket’s advisory board and is a strategic advisor to Kalshi.
There’s even a law against this. The STOCK Act (2012) explicitly covers executive branch officials. Zero prosecutions in 14 years.
Oh, and the DOJ unit created after Watergate to prosecute exactly this kind of corruption? Trump cut it from 36 lawyers to 2 and stripped its authority to file new cases.
Kaiju El Niño Could be a Killer
Above, Daniel Swain’s always worthwhile informed perspective on the upcoming El Niño.
Below, sobering post from Ryan Maue, not generally known as an alarmist.
American Institute of Physics:
What may be the greatest El Niño ever identified may have caused record-breaking droughts that helped trigger disastrous famines, likely killing more than 50 million people globally, a new study finds. Moreover, such an extreme El Niño could repeat in the future, scientists added.
Continue reading “Kaiju El Niño Could be a Killer”