thirdwave

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Week 7

H2 View: "easyJet: Hydrogen flights can’t come soon enough.. 'When we.. looked back a few years ago, we realised clearly that the climate emergency is coming our way and that we needed to address our sustainability issue – and we knew that our passengers care about that as well..

It was about the time when we started to see the first electric cars, the Tesla vehicles.. and there was expectation that everything would go electric. However, once we got into the detail and the physics and the science behind electric, it became clear that battery-powered aeroplanes were not going to have sufficient energy density to power a large commercial aircraft'"

H2 View: "Major green hydrogen infrastructure system proposed for Los Angeles.. SoCalGas wants to develop what it says will be the US’ largest green hydrogen infrastructure system to deliver clean, reliable energy to the city of Los Angeles"

H2 Fuel News: "CeraPhi Energy and Climate Change Ventures (CCV) recently announced that they are partnering on a project that will produce green hydrogen using geothermal energy to power the process"

And the tech that can do long-distance, air flight, heavy-duty, will end up doing it all

H2 View: "Transitus Energy has received new funds that will enable the company to scale its operations in the UK and Thailand in order to support the production of blue hydrogen... Jack Peck, CEO of Transitus Energy, said, 'Hydrogen will be our best chance of reaching Net Zero carbon targets, because hydrogen decarbonises those parts of the economy that electrification cannot meet. Hydrogen is especially suitable for domestic and industrial heating, long distance transportation, industrial manufacturing, shipping, air travel, and power balancing'"

H2 View: "Nel electrolyser order pipeline stands at 22GW"

H2 View: "A creative new method to produce sustainable hydrogen from natural gas or biogas has received a $3.4m backing by the European Union to scale the technology... Developed by Norway-based SEID, the Project ColdSpark technology produces hydrogen in a low temperature and pressure environment unlike other high-temperature pyrolysis techniques"

CNBC: "German power firm RWE has signed an agreement with Neptune Energy to develop a green hydrogen demonstration project in the Dutch North Sea, targeting an electrolyzer capacity of 300 to 500 megawatts.. [and use an] existing pipeline used to funnel the hydrogen to shore. The pipeline’s capacity ranges between 10 to 12 gigawatts, the companies said.

'The energy transition can be faster, cheaper and cleaner if we integrate existing gas infrastructure into new systems,' Lex de Groot, who is managing director of Neptune Energy in the Netherlands, said"

H2 View: "NEOM’s $5bn industrial complex to manufacture heavy-duty hydrogen fuel cell stacks"

H2 View: "BorgWarner to decarbonise European off-road mobility with its hydrogen injector system.. In a bid to support the growing hydrogen sector in Europe, BorgWarner has expressed today.. plans to expand its efforts in hydrogen combustion technologies with its injection system"

"9.5GW integrated renewable hydrogen hub plans unveiled for Spain"

H2 View: "A brand-new US fuel cell and green hydrogen electrolysis research and development centre will be operational in the Greater Rochester area, New York, next quarter"

Afro Celt Sound System - Release #music

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"@tpcollingsworth

We sued Apple, Tesla and others for using DRC cobalt mined by children who are often killed in the mines. Despite boasting of their "policies" against child labor, they convinced a judge they have no responsibility for the child miners. We have appealed"

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The Mandarin: "[AU] PM tells NSW government ‘no’ for proposed offshore petroleum exploration.. Scott Morrison has denied the permit required for the proposed offshore petroleum exploration permit"

Offshore is too risky. Am fine with fossil as long as wildlife is not harmed. For NG, no flaring, no fracking.

"[Haaland's DOI's] highest-profile action so far has been November’s auction of oil and gas drilling leases in the Gulf of Mexico, the largest in the Gulf’s history, justified by spurious logic. The department claimed it was compelled, hands tied, to hold the sale due to an earlier court ruling that reversed the pause on new drilling permits on public lands in the Gulf. In August, a memo filed by the Department of Justice contradicted that assertion, finding that the government was not, in fact, forced to issue new permits...

Among those top-level aides is David Hayes, special assistant to the president for climate policy. A BigLaw alum from the firm Latham & Watkins, Hayes first served under Bill Clinton’s interior secretary, Bruce Babbitt, and then eventually as the Senate-confirmed deputy secretary of the interior under Clinton. After spending the Bush years at Latham, he returned [to the department... ] where he was the deputy secretary of the DOI [.. during] the Deepwater Horizon spill"

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No more transportation of fossil

"‘One of the worst things I’ve seen’: Tanker truck carrying 9,000 gallons of gas bursts into flames after crash [in Long Island, NY]"

Carbon increase in the atmo continued in January, YoY increase as percentage is plotted, notice the acceleration of the increase.

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Most of the leaks are at end-user and transmission level. Regulation can clamp down on the source easily, the rest is very hard as we found out during the Volkswagen emission cheating scandal.

"@justdanfornow

Gas is not clean. Fugitive methane emissions are a climate menace.

Time for a boost of this incredible graphic"

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Cool

"@KyleMorgenstein couldn’t sleep last night, so I derived E=mc^2"

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WSJ: "No More Insider Trading in Congress.. The current penalties are so small that lawmakers hardly take them seriously."

The Mark Duval Big Band - The Race Machine #music

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The Guardian: "Workers in Belgium now have the right to ask their employers for a four-day workweek. The Belgian government on Tuesday passed the reform, along with a bundle of other revisions to the country's labor laws. ... Employees requesting a four-day workweek will be expected to work longer hours but won't lose any salary"

"@seanhecht

Difficult situation on campus. Traffic jam of automated food delivery robots, apparently all stuck behind a carelessly discarded scooter. I just observed a couple of students clearing a path out of pity for the robots. This is our future, I guess"

"As Omicron Surges, South Korea Eases Pandemic Interference.. With Omicron spreading quickly, the government says it will focus on the most vulnerable, while asking others to look after themselves at home"

"Saudi job advert for 30 female train drivers attracts 28,000 applications"

MLK and Mohammad Ali were polar opposites; one for integration, one for segregation (yes there were non-whites for segregation). They were apparently good friends behind the scenes, wasn't known at the time.

MLK never talked about tolerence.

Whenever I hear "tolerance" it sounds like ghetto toleration to me..

Some think relating to any minority should be like interacting with aliens.. They like to play Dances with Wolves with "foreign cultures", so they try to create foreigners from Wakanda, "African Americans" in their own countries, not humans just like them who happens to be visually different. They want cultural ghettos they can peek into and tell their friends about to prove how cool they are.

"@jyjault

China is using the Beijing Winter Olympics to showcase fuel cell vehicles"

"@RalphMorton

In the cold of the Winter Olympics, #hydrogen is having its moment on the sun"

"@CHosford1

Some good news for fans of #hydrogen #fuelcell vehicles. @Bloomberg reports the Beijing #WinterOlympics is showcasing the technology and fuel cell vehicles of all types"

Bloomberg: "China's Giant New Hydrogen Plant to Power Olympics Fuel Cell EVs.. One of the world's largest green hydrogen plants has started production to power.. fuel-cell vehicles during the Beijing Winter Olympic Games"

Shapes with CSP panels.. Nice

"Seaborg Technologies.. is working ... to develop a molten salt thermal energy storage technology that can store large amounts of intermittent wind and solar power... 'Normally no chemist in their right mind would look at anything as corrosive as sodium hydroxide, Seaborg CEO, Troels Schönfeldt, told pv magazine. 'However, in the development of our reactor, we needed to use sodium hydroxide and were forced to develop these methods.'..

Sodium hydroxide can be produced at low cost from seawater as a byproduct from chlorine production. Seaborg said this is six times cheaper that standard salts used for storage"

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"Events, constructions sites and off-grid infrastructure could soon run on quiet, clean power...The EVERYWH2ERE project, funded by the FCH JU, has designed light, low-pollution 25kWe and 100kWe generators with proton-exchange membrane (PEM) fuel cells and safe pressurised hydrogen technology"

Wind did not blow enough.. Never have been a huge fan of wind energy TBH.

"Energy prices in Europe have hit records due to a shortage of natural gas and much lower than expected wind power output"

Blue, green, pink, turquoise.. all good. If in doubt refer to German Greens. Or Australia. India. Russia. Japan (latest Oz-Japan blue H2 shipment was generated from coal).

"India’s Reliance Industries has made a major statement of intent revealing that it aims to become the world’s top blue hydrogen producer with the repurposing of a $4bn plant for blue hydrogen"

"IEA_SolarPACES

SA’s largest renewable energy project Redstone Concentrated Solar Power achieves first debt draw down"

Steve Keen is running for the Australian Senate? Vote for him!

Re-ran the code to plot the graphs, the 'tornado graph' is back. See bottom, the three-variable graph between unemployment rate, inflation and debt.

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At the height of US's logistic support campaign to Britain during WWII, it was building one cargo ship a week, these so-called Liberty ships, which were monstreous vessels, quickly put together but they did the job, carried necessary cargo to Britain. US could do that - it had the know-how, could creatively speed up a major industrial process.

Link

Military is a function of a country's underlying economy, and the economy is a function of its inherent diversity. If a country is producing nuts and bolts it can put them together for a weapon during the time of war. If one is producing only bolts, they can't build shit.. This is why Beckley's power measure is ingenious; it captures all that through a simple base econ value.

It's not entirely correct to judge a country's power by looking at its military size, its ships, guns. Military power is also a function of what a country can build on demand, when all the chips are down.. That is deeply related to its industrial, tech capacity, its economy.

"SEC, states hit crypto lender BlockFi with $100M penalty"

The 'French Trump" is new but if its him against EM, voters will flock to EM en masse. Say what you will about the FR politics, but they have a long history of giving the far-right the cockblock.

Once I heard that "ala Kärcher" saying was still a hit in FR politics, I thought 'they are still regurgitating old stuff from Sarko days over there?'. That means nothing new is going on on the opposition side... Macron might just win this thing.

Not sure the Great Game (from the 19th century), and the Cold War is enough to explain the UK/RU animosity.. It is over-the-top in many ways. They fought against Hitler, Napoleon together. And, ahem, neither side wants a united, strong Europe. Maybe that's what changed 🤔

@mourner is V. Agafonkin, creator of the excellent Leaflet mapping software. The dynamic maps I share on conflicts, equakes etc were possible thanks to him. LL is open-source, of course.

Crazy seeing messages like this on my feed from someone thinking on how to get out of Dodge

"@mourner

Some of my friends still consider Vinnytsia as a backup option - as if far enough away from possible vectors of attacks and at the same time relatively close to Kyiv"

If as an answer to any Ukraine invasion Japan/US take those disputed Kuril islands back for Japan, I will laugh my ass off. RU navy wld be busy near Ukraine, the islands are on the other side of the world basically, Japan always wanted them back, and I'm sure US would love to put a big fat base there.

"A Russian anti-submarine destroyer chased off a U.S. submarine near the Kuril Islands"

"Ukraine’s territorial integrity ‘not negotiable’, says Olaf Scholz after Zelenskiy meeting"

Unforscene - The Arc #music

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Pretty Lights - Future Blind #music

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Right woodcock is a bird isn't it..?

I bet the bird was named after a cock. And having wood..

Janet Woodcock? 😂

Everyone who lived in US knows, mailboxes would get filled with offers from credit card companies. X% off! Great opportunity! Hurry now!

How do credit card companies end up as villains in a movie? Easy. Perfectly fits with the stagnating "creditor-paradise" described before. Stagnant wages, no inflation, low rates.. What does that lead to? It creates an opportunity for a lender to borrow money cheap and lending it, adding little interest, to the guy who has a low wage and wants to buy stuff. Debt slavery follows. Unrest.

Ukraine, RU, military situation

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Last post before the fuckin war, WWIII, nuclear winter

"2,500 tonne per year low-carbon hydrogen project to be developed in Canada.. The hydrogen production project will utilise Hazer technology with FortisBC supplying the natural gas feedstock required in order to generate the hydrogen"

Going direct to H2 is an excellent pathway

DOE has lit on solar thermochemical water splitting.

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I actually joined a DOE Webinar and got that quote from the said expert. 🤓

CSP Expert: "There are several potential ways of generating hydrogen using CSP. A number of researchers (and a couple of startup companies) are developing 'solar thermochemical water splitting' which uses a catalyst (like ceria) at very high temperature to split steam into hydrogen and oxygen. CSP can also be integrated with high temperature steam electrolysis (using solid oxide electrolysis cells) to electrolytically split water at higher efficiencies than typical PEM electrolyzers"

If Bulgaria spends four times as Sweden spends on heating, this means their insulation is probably four times worse. Likely true for many countries in the world. Fix that, cut emissions by 20%. Blend 20% to existing natgas infra, another 10%.

That sounds right

"Buildings account for 36% of EU GHG emissions and 40% of its energy use: energy efficiency is the most cost-effective method of reducing their emissions.'.. Innovative SMEs based in the EU are developing a range of solutions for a more energy-efficient building stock... [such as a]dvanced low-carbon materials, including high-performance, unobtrusive insulation techniques"

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Nearly 40% of energy use cannot possibly be causing 20% of the emissions.

"Heating, cooling is responsible for 20% of GHG emissions"

H2 View: "US Senators discuss clean hydrogen at an energy committee.. US Senator Joe Manchin has discussed the positive impact clean hydrogen could have on the domestic economy.. 'That is why I made research, development, and demonstration of these technologies a central part of the Energy Infrastructure Act.. In that bill, we fund $9.5bn in research, development, and demonstration of clean hydrogen and we task the Department of Energy to develop a national strategy and roadmap to get us to a clean hydrogen economy'"

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Doubling nuke plants globally sound far-fetched.. Too many are freaked out about them; first they'll say 'yeah a GW level nuke plant sounds great man!'. But you ask if they want it in their backyard, near their city, they go 'aw man, like, no, how about the neighboring state, they'll be fine with that.. not here'

"EU sanctions would target Russia’s financial and energy sectors if Moscow opts to invade Ukraine, EU Commission chief Ursula von der Leyen said Friday"

There were gazillion different ways of saying what he said that in a debate. You say 'we'll look into the issue', 'I hear some of the concerns of the parents' blah blah.. invite them in, even include them somehow.. But then keep teaching the truth.

That's not what this mucker did. He blew a fuse, got all mad, bcz the real issue is there were two people on that debate connected to the Carlyle Group, they have nothing else to disagree on, so the Dem libtard gets triggered. The situation could easily be deflected, instead TM gave the other side ammunition for culture war. But guess what - in culture wars Reps have a chance too, so he had his ass handed to him, proving once again the bizarre Dem moderate centrism has a long-term electability problem.

"McAuliffe stood for truth in the debate with Youngkin, he should be supported"

This is while FR is opening up.. ?

"French Demonstrators Converge on Paris, Inspired by Canadian Trucker Protests"

Dual Systems - Enjoy Your Trip #music

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Roddenberry was a combat pilot in WWII. As a civilian his plane crashed in Syria due to engine failure he pulled passangers to safety from burning fire. He was not a mediocre shitlib boomer watching civil rights protests on TV getting stoned on a bong while getting a blowjob and thinking if he was ever on the board of one of those bloodsucking big corporations one day he'd like to see some 'diversity' there.. Those sisters in the protest looked hot!

Boomer still talking shit on the great G-Rod

DIS stock fall pre-Feb might have priced in the Q4 fails, which showed up in the gross profit. Later the perception improved. I'd watch Q1, if lower GPM, problem.

Revenue growth fine, gross profit margin doesn't look great - DIS spending too much on non-profitable projects? 🤔 IMO last quarter saw some triumphs, but also a lot of misses.

GP, TR in millions usd

import pandas as pd, yf
df = yf.get_income('DIS')
pd.set_option('display.max_columns', None)
print (df[['grossProfit','totalRevenue','grossProfitMargin']])

Breakdown  grossProfit totalRevenue grossProfitMargin
endDate                                              
2021-04-03        5831        15613           37.3471
2021-07-03        5789        17022           34.0089
2021-10-02        6193        18534           33.4143
2022-01-01        2196        21819           10.0646

How are the latest Disney financials?

Politico: "Masks off? Democrats try for a pandemic pivot.. The party's governors are ditching them. Its swing-state lawmakers are ready to follow"

A whole 50 basis points? Nooo--o-o-o-ooooo! Dont take away our punch bowl!

CNBC: "U.S. inflation data... means the next Fed rate hike could be as aggressive as 50 basis points, said Nathan Sheets, global chief economist at Citi Research"

Jane's Defence: "Japan, US hone combined naval expeditionary capabilities at Exercise ‘Noble Fusion'"

"Indonesia orders 42 Rafale fighters [from France]"