Week 13
H2 View: "Siemens Energy to begin industrial-scale electrolyser manufacturing in Berlin, Germany"
H2 View: "Teco 2030, Narvik Hydrogen sign agreement to develop the Norwegian hydrogen value chain"
H2 View: "Baker Hughes has revealed plans to provide hydrogen-ready turbo-compression technology for a pipeline in Greece... This could be a vital development not only for the Greek hydrogen value chain but also the wider European market with a hydrogen pipeline backbone vital in accelerating the adoption of hydrogen"
Strategic Petroleum Reserve has 714 million barrels capacity.. US consumes 19.78 mil barrels per day on avg, SDR is month and a half worth of storage.
H2 Fuel News: "[USG] has announced that the infrastructure necessary to support natural gas shipments to Europe, and eventually hydrogen fuel instead, is already being built"
Water shortage worries? Clean water will be all about energy. Desalination is getting cheaper.. Energy consumption of seawater desalination reached as low as 4 kWh/m3. If we can increase energy output, especially green energy output, we can heat, cool, desalinate to our heart's content.
TDB: "Putin to Europe: Pay for Your Gas in Rubles or We’ll Cut You Off"
Al Jazeera: "India-Russia explore a rupee-rouble payment scheme to bypass war"
Low rates themselves, in a sane environment, are a result of stagnant wages, no growth, no inflation. Tis all connected.
Time shift housing (2 yrs back) and check against rent, to see if house price changes in the past caused rent increases,
df.incrent.corr(df.inchouse.shift(24))
Out[1]: 0.612
Not a small effect there.. since we time shifted, hint at causation
That means it takes ~2 years for house price changes to effect rents.
If there is mega rent increase now there was mega house price increase starting 2 years ago.
That makes sense bcz 2 yrs ago was start of covid, FED rates went to zero. In low rate environments too much speculative money chases housing, raising the price..
If two years ago rates were higher, US would not be in this situation today.
YoY rent and house price % increases below,
import pandas as pd, datetime
from pandas_datareader import data
today = datetime.datetime.now()
start=datetime.datetime(1970, 1, 1)
end=datetime.datetime(today.year, today.month, today.day)
cols = ['CUUR0000SEHA','MSPUS']
df = data.DataReader(cols, 'fred', start, end)
df = df.interpolate()
df['incrent'] = (df.CUUR0000SEHA-df.CUUR0000SEHA.shift(12))/df.CUUR0000SEHA.shift(12)*100
df['inchouse'] = (df.MSPUS-df.MSPUS.shift(12))/df.MSPUS.shift(12)*100
plt.figure()
ax1 = df.incrent.plot(color='blue', grid=True, label='rent inc %')
ax2 = df.inchouse.plot(color='red', grid=True, label='house price inc %',secondary_y=True)
h1, l1 = ax1.get_legend_handles_labels()
h2, l2 = ax2.get_legend_handles_labels()
plt.legend(h1+h2, l1+l2, loc=2)
plt.savefig('out.png')
Paper on long-run relation between housing prices and rent. Says there is causality with a delay. Let's check.
"@FatherlyHQ
Rent, one of the most basic payments that many millions of Americans have to pay monthly, is just one of the things that has exploded in cost lately"
Oz deputy PM too said some mild things about Assange, that he is an Australian citizen -which is true- and should not be tried abroad, and some odd stuff (!) happened afterwards.. His SMS talking shit on the sitting PM some time ago were leaked. Weird.
Pak PM Imran Khan is in trouble? IK isn't exactly pro-establishment, world-order kind a guy.. I heard him defend Julian Assange once.
GCHQ says so.. really? It must be true then
FT: "China’s interests ‘not well served’ by aligning with Russia, GCHQ says"
H2 View: "A “first-of-its-kind” facility in Israel capable of producing 600MW of green hydrogen per year has started development.. The.. systems will be based on a new patented technology called Electrochemical – Thermally Activated Chemical (E-TAC).. The technology is a breakthrough for the hydrogen industry having a 95% efficiency rate whilst also costing less than an electrolyser to create.. Once operational, these systems will enable the production of hydrogen at scale for a rate around $1/kg"
H2 View: "Green hydrogen capacity in Germany could reach 28GW in 8 years.. The DWV said that it is possible that the country will have reached a maximum green hydrogen supply capacity of 16.25 GW per year by 2025. Then, by 2030, that number will have exploded to 27.8GW. This represents a considerably higher achievement than the goal the country has set for itself"
H2 View: "Hypersonix Launch Systems has received a boost in the development of its hydrogen-fuelled platform with the [Oz] Federal Government providing $2.95m to support its development.
The project, titled ‘DART CMP Airframe – a reusable hypersonic platform’, is an unmanned aerial vehicle (UAV) that can travel at hypersonic speeds up to Mach 12 (12 times the speed of sound) and is powered by a SPARTAN hydrogen fuelled scramjet engine"
H2 View: "Landmark agreement to make E.ON and Fortescue Future Industries Europe’s ‘largest’ supplier and distributor of renewable hydrogen"
H2 View: "Raven SR to develop 1,600 metric tonne per year waste-to-hydrogen project in Aragón, Spain"
There's a relative flattening of the curve.. Oil is becoming harder and harder to find? More offhore, and especially "deep offshore" exploration might be proof that it is. That fits Hubbard's thesis, he made some good calls on US oil exploration levels before the 70s.
40 years give and take, taking population increase into account. Things can work backwards of course, population can decrease due to lower "carrying capacity".
World oil reserves from Our World in Data. Looks like they are subtracting the extracted amount from an initial reserve estimate, so the numbers are always the current level for each date , currently it stands at 1732 billion barrels of oil.
The world consumes 35 gboe per year. If no new oil was found current reserves would last about 50 years.
Pastırma is Byzantian. It was called paston (παστόν) during that time.
Experimenting with air-dried cured beef in camp food mix.. Asia Minor has pastırma, others have their own .
NDTV: "UN General Assembly Demands Russia Withdraw From Ukraine.. China was among the 35 countries which abstained"
FT: "[Russia] is prepared to let Kyiv join the EU if it remains militarily non-aligned as part of ceasefire negotiations"
I guess these "Nazis" weren't such a big deal then, eh? 😉
FT: "Russia no longer requesting Ukraine be ‘denazified’ as part of ceasefire talks'
That's weak. A deep rabbit hole there.. Anything can be justified through this reasoning.
"By using overwhelming force US helped both sides avoid casualties, including Japanese. So in essence US ended up saving lives by targeting civilians".
Harry Truman was a war criminal. Targeted and killed civilians right?
"They started it"? (With Pearl Harbor). US had sanctioned Japan earlier - a form of attack. Then during Pearl Harbor Japan hit military targets, not civilian. But later in the war US targeted civilians through its nuke and firebombing campaigns.
H2 Fuel News: "Air Products has announced that it will be building and operating its own 10 metric ton [per day] green liquid hydrogen fuel production facility in Casa Grande, Arizona... The green liquid hydrogen plant is slated to begin production next year. It will be used for serving the Californian mobility market, in addition to those in other locations that require renewable H2 to meet their net zero carbon emission goals"
H2 View: "GE commences assessment to introduce.. hydrogen blends into Uniper’s Kent power station.. [the] plant assessment.. will seek to develop detailed solutions to enable the 1,365MW combined-cycle gas turbine (CCGT) plant to use blends of hydrogen up to 40% by volume"
H2 View: "Alliander, GroenLeven partner for 100,000 kg per year green hydrogen production project in the Netherlands"
H2 View: "Hybari hydrogen fuel cell train to begin its first Japanese trial.. JR East passenger rail operator will start safety testing the first hydrogen train in Japan"
H2 View: "New South Wales’, Australia’s hydrogen future has received a boost with the Hunter and Illawarra Hydrogen Hubs attracting $4bn in potential investment opportunities"
H2 View: "Canada Renewable Hydrogen Alliance reveals new consortium to support domestic fuel cell and green hydrogen supply chains"
H2 Fuel News: "General Motors is stepping beyond passenger vehicles when it comes to using H2 as a diesel alternative.... The automaker views its Hydrotec fuel cell applications as appropriate for consumers in a spectrum of industries such as shipping, construction worksites, locomotives, aerospace, trucking, and the military"
What to do with the CO2?
"Turning CO2 to stone.. Basalt, which is created as lava cools, contains calcium, iron, and magnesium, which react naturally with CO2 to form solid carbonate minerals. Within two years, 95 percent of the injected CO2 had turned to mineral.. Basalt, which made Iceland the ideal location, is also abundant beneath the oceans, including just off shore from coastal power plants"
H2 production is possible with chemical looping
"[2012] As one of the potential [CCS] solutions, chemical looping technologies are projected to be economically advantageous in a carbon-constrained scenario... [The tech] utilizes a metal oxide material as an oxygen carrier medium to indirectly oxidize the fuel and generate high-quality heat and/or H2. Cyclic reduction–oxidation reactions are performed in discrete reactor vessels allowing for inherent air–fuel separation, which provides intrinsic CO2 separation thus mitigating the cost for CO2 capture...
Chemical looping processes can be described by two key applications: chemical looping combustion (CLC) and chemical looping gasification (CLG). CLC processes use carbonaceous fuel sources, such as coal, biomass, and natural gas, to reduce the oxygen carrier and are followed by their direct oxidation with air to produce high-quality heat, which can then be used for electricity generation. Alternatively, the CLG system utilizes a third intermediate step between the air and fuel reactor to produce a clean energy carrier. Here, steam and/or CO2 is used to partially oxidize the reduced oxygen carrier to produce H2"
Video on CLC
Promising carbon capture tech.
"[A] Sino-European consortium of leading researchers and manufacturers, has announced the construction of the world's largest demonstration unit for Chemical Looping Combustion (CLC) [which] is an oxy-combustion technology used to convert biomass and fossil fuels in order to obtain a flow of pure CO2 suitable for low-cost capture"
I hate to say it, Le Pen mentioned some good things on energy
Politician mass media access is monitored by watchdog. They have people watching, logging everything.. Wow #France
Royal Blood - Trouble's Coming #music
The IFP link shows 2018 finds on a map, it looks pretty busy there with seemingly big numbers but overall, the total is low. Ain't gonna find another Ghawar 'nam sayin'?
Units boe are barrels of oil, mb, or mboe is million barrels, for gas they use boe too - in terms of energy they calculated the equivalent amount from gas volume into barrels, so oil and gas can be measured in same units. Gboe is billions of barrels.
New oil and gas discoveries per year (billion barrels of oil equivalent). Discoveries have been falling in a big way since 2008.
Has 50 mil barrels worth, if they extracted it in a year that would be abt 140K barrels a day, 9 Gigawatts of energy. However in a year it wld all be GONE. Tapped out.
"New oil discovery in Gulf of Suez is one of area’s largest in 20 years.. As reported by Reuters, Egypt’s Petroleum Minister, Tarek El Molla, said that there are about 45 to 50 million barrels that can be extracted, which could be done in less than a year"
Most new fossil action is offshore. ExxonMobil upped its estimate for the "Stabroek Block" find offshore Guyana, which is approx 10 billion barrels. Largest in the world, Ghawar Saudi Arabia, had 96 billion. West Qurna Field in Iraq, 14 billion, and it is in Top 20.
Guyana is the neighbor of Venezuela, in northern SA.
I estimate gasoline's LCOE to be at about $34/MWh. It is better than wind, nuclear, even coal. No wonder they still seek the shit.
"India is snapping up cheap Russian oil, and China could be next"
CNBC: "Russia will 'always' be a part of OPEC+, UAE energy minister says"
Al Monitor: "OPEC remains committed to oil production agreement with Russia.. The Biden administration has been unable to get Gulf states to increase oil production"
CH picked a relatively unattended part of the map though, Indonesia, PNG seem to be 'neutral'?
China wants a base at Solomon Islands (lower right corner). Blue marks are known US bases.
![[-]](twimg/FO9GAupXEAk1yVO.jpg){kind=link}
WION: "Solomon Islands' PM calls China security deal backlash 'insulting'"
PBS Space Time had a video on that very same idea.
"[T]he potential terraforming of Venus has received some consideration, beginning with Carl Sagan.. Venus also provides some advantages over Mars for colonization with its near-Earth-like surface gravity, an atmosphere thick enough to provide robust protection from cosmic rays..
An alternative to terraforming the surface of Venus would be to colonize the upper atmosphere.. Taking advantage of the twin facts that the upper atmosphere of Venus at an altitude of 50-55 km has a similar temperature and pressure to Earth’s surface, and that nitrogen and oxygen are lifting gases in Venus’s CO2 atmosphere, it would be possible to construct 'cloud cities' using aerostats filled with breathable air that could be inhabited by humans. This method sidesteps most of the problems of colonizing the surface; it would be achievable with current technology, and it has reached the level of a mission concept"
Alex Howe, an astrophysicist at NASA has a new paper out on cloud cities on Venus. Very cool. Excerpts above.
The Independent: "Germany says Albania and North Macedonia should be allowed to swiftly join EU.. Olaf Scholz warns that delay will leave Western Balkans open to ‘outside influence’ like Russia"
WION called Middle East as "West Asia". I like it. Middle East is too 'Western' centric, bcz the region is to their East.
LCOH for salt caverns and LRC are very good (same doc)
H2 underground storage using salt cav., LRC, and pipes have capital cost 35, 51, 386 dollars/KW respectively. That's just crazy (cheap).
Same paper
"One spherical or cylindrical receiver is used to heat HTF to the levels needed for the [thermochemical water splitting cycle]... The optical efficiency of the ASC is high and reaches 91% in practice, while it is 100% theoretically like the parabolic dish. Since the wind flows through its conical rings, the wind load of the ASC is about 10% that of the parabolic dish of the same dimensions"
Beam-down is interesting bcz can reach high temperatures easily, and at that temperature, water can be split just by sheer heat energy, no need for electricity.
"[2021] Recently, Al-Maaitah.. has developed a high flux solar concentrator with a lower focal point fixed to the ground composed of nested conical reflective rings resulting in high solar concentrations and temperatures well above 1,000 C. Since the focal point is fixed on the ground, then the high-temperature and high-pressure [high temparature fluid] can easily be conveyed through solid inexpensive pipes to the storage tank sitting at the ground underneath the receiver or next to it. A 10 m in diameter concentrator was built and tested in Masdar Institute Solar Platform in Abu Dhabi (UAE) where temperatures exceeding 1,000 C have been reached at the fixed focal point even at low DNI"
What is the latest on this tech..? Can it be scaled?
Solar beam-down hardware in UAE - looks scifi
![[-]](twimg/FOzPnrcWUAEdFTz.jpg){kind=link}
Focusing solar through lenses seem to be somewhat unexplored.
For CSP, thermal storage is unnecessary in a H2, NH3 generation scenario, bcz renewable fuel itself is a form of backup.
That's like saying filling up, and emptying the gas tank degrades the tank, and after a while you can't use half of it.
That ain't technology - it's a joke.
Cycling through bats degrade it? And eventually it's dead. Sad
OMG, cold survival camping! Watched a vid on someone's 'survival' experience.. It's not exactly roughing it.. I ask; what was the heating mechanism? 2 KW heater, and 3.5 inches (~9 cm) of styrafoam insulation on the walls, floor and ceiling. That's how u survive -29C.
1 barrel of oil has 1700 kWh of energy, 7000 x 1700 / (24 x 1e3) is 500 MW. Half a nuclear plant, and something solar can match, easily. If H2 is generated on-site from that crude and clean fuel is shipped as export, fine.
Oil Review Africa: "Eni, Sonatrach announce oil and gas discovery in Berkine North Basin in the Algerian desert. Early estimates place the size of the find at around 140 million barrels of oil... During the production test, the well delivered 7000 barrels of oil per day"
C. Rock bslapped. Daam!
Indonesia is huge. Covers a lot of land and sea area. They have a half of New Guinea.
The Douche and Douchess, failing at PR. Not their fault, the institution becoming defunct IMO.. esp in a Brexit Britain, with less shine, glitter it's harder to sell this lemon.
The Guardian: "It was supposed to be a visit to mark the Queen's diamond jubilee - a chance to present the modern face of the British monarchy to a region where republican sentiment is on the rise. But it really didn't turn out that way.. the tour may have accelerated moves to ditch the Queen as the head of state"
A liberterian working against individual liberty.. Politics is fun in US, thanks to the ultra-rich.
It's like, we will soon find out about that, won't we, Focker?
Remember the circle of trust 👌
NYT: "[Peter Thiel interview, 2017] It’s like, even if you appointed a whole series of conservative Supreme Court justices, I’m not sure that Roe v. Wade would get overturned.. I don’t know if people even care about the Supreme Court"
Pakistan has great access; and the country is always in a state of chaos. They want them in constant trouble, turned inward? One wonders..
Apparently the waters until those islands are shallow so any sub sailing there would have its ass sticking out, waiting to get hit
At first u think 'ah China is doing fine, look at all that access".
Then you zoom in and boom! Notice that island chain is lined up like a f-ing firing squad, with Okinawa smack in the middle housing one of the largest US bases. No wonder China wants Taiwan (at the end of that island chain) to break through the encirclement.
Iraq, Bahrain, Qatar, UAE are in abysmal state (same map), for high seas. Iraq's access to even Persian Gulf is terrible... No wonder Saddam invaded Kuwait.
Iran is ok.. but still can be blocked
![[-]](twimg/FO2mD50XEAEypm8.jpg){kind=link}
Saudi Arabia is an 'inner' country. They got'em locked in good, behind Yemen, Oman, and UAE with a few tiny access points to the high seas, which can be blocked with ease.
![[-]](twimg/FO2l_dLX0AYGKeg.png){kind=link}
F24: "Western powers want Saudi Arabia to pump more oil to ease surging prices driven by the Ukraine war, but the kingdom has its own demand: support for its war in Yemen"
Hungarian FM talking about US/EU natgas deal (on ships, as LNG): Supposedly shipments wld make up for a future RU shortfall but the amount planned is only enough for 10% of EU's need. Mere appetizer not the main course.
The attack was probably a message to JB while visiting Rzeszów, Poland, right across the border, close to Lviv.
"As focus shifted to Eastern Ukraine, there was a Russian attack on a Western town, Lviv"
F24: "Macron warns against 'escalation' after Biden calls Putin a 'butcher'"
My native country is an outer's outpost (in NATO). Been fine with this alliance personally i.e. it is in homie interest to have a defense against Russia. We fought these people for centuries; once RU army was 15 km near Stanpoli nearly took the city. It was through major diplom, 'alligianery' that all was saved. Keeping 'future naval powers' at bay cld be in US citizens' interest too...
But, the system is fraying on the edges.. The alliance arrives with crass ideology creating unrest leading to ultra-nationalist movements. The pack leader US doesn't seem to be willing to fight all the time, so in order to keep the inners contained, chaos is created, 'allowed' on the edges e.g. Iraq, Libya, Syria, Ukraine... The spillover effect is toxic for all, especially the outposts, one could argue, even for the seat of the empire itself.
John Mearsheimer on rights, realism
China/India can have a fine partnership.. Chindia?
CNBC: "In a visit shrouded in secrecy, Chinese Foreign Minister Wang Yi flew to India and met his Indian counterpart Subrahmanyam Jaishankar for three-hour-long talks on Friday"
Politico: "Macron says France will spearhead operation to evacuate Mariupol.. ‘Exceptional humanitarian operation’ will be discussed with Putin within days, French president says"
H2 Fuel News: "[Senators] Coons,.. Cornyn... introduced the new Hydrogen for Trucks Act, S 3806. It was introduced to support the widespread adoption of hydrogen fuel cell trucks, heavy duty vehicles and fueling stations. Moreover, companion legislation has been introduced in the House, HR 7064 by Representatives Katie Porter (D-California) and Gus Bilirakis (R-Florida)"
H2 View: "New York Governor Kathy Hochul has confirmed that New York wants to become a hydrogen hub"
H2 View: "€3.5bn project to create 1,500km hydrogen backbone pipeline for Germany.. Hydrogen infrastructure in Germany has been handed a significant boost with RWE and OGE unveiling a hydrogen infrastructure concept including 1GW of new electrolyser capacity and 1,500km of pipeline...
Dubbed H2ercules the plans aim to install an additional 1GW of electrolyser capacity whilst also linking it via pipeline infrastructure to storage and import facilities in Northern Germany"
H2 View: "Celtic Sea to host gigawatt-scale green hydrogen production project"
H2 View: "UAE, the Netherlands sign agreement to collaborate on clean hydrogen"
Fortesque is creating a major team around clean fuels. They snagged the guy from Mitsubishi Power US, Browning, then the next-in-line at Oz Central Bank leadership.. Impressive. They are gearing up for major energy world domination.
H2 View: "Hydrogen ‘superhighway’ to be developed across Australia’s eastern seaboard"
Same argument applies for ammonia (clean H2 carrier) or LH2, CH2. Base molecules as fuel, as energy carrier / storage are efficient.
Molecules vs lion bat
H2 View: "Sunfire to provide electrolyser for 20MW hydrogen production project in Finland"
For concentrating sunlight through a lens, even water will do.
I fast-forwarded a lot of stuff - Picard looks only half-dead w/ ff, fans shld try (if there are any).
The show is plastic, derivative, soulless. I would expect nothing less from the muckers around Jar Jar Ibrahim.
They go back to 2024; maybe they'll talk to teenagers posting on Instagram "I'll show that pic to fam, so phat, no cap!!"
There is time travel! That's original.. Now we are in ST IV The Voyage Home territory. Like when Spock became a hippie, there was that whale?
Dude. I'm so bored already.
Picard is turning into STE In a Mirror Darkly.. The engineer gets a scar, the female first officer an open belly uniform? (Rrrr that was good). There's crazy behaviour, captain is weird (he bad), and of course, someone gets a goatee
"Singapore to ease Covid measures, reopen borders and drop outdoor mask mandate"
Chris Joss - Re-volt #music
WION: "China, Solomon Islands finalising pact to establish military presence at ‘Australia’s backyard’"
smart ovens on the block chain are gonna rule. will take 10 hours just to verify you're allowed to start it up. https://t.co/V7tyo9cRqb
— Internet of Shit (@internetofshit) March 23, 2022
The AI mentioned is weak AI, some dumb neural network with lots of data stuffed in at best. Or it's misuse of terminology, a statistical model plus some optimization.
US Navy drone sensor network in the Gulf
'Total surveilance' eh? ..
"We asked [researcher] Leigh what sparked his interest in severe weather 'It was an actual spark that sparked my interest! When I was five years old, shortly after my family moved into a new house in western Massachusetts, our house was struck by lightning'"
After Midnight - Bei Mir Bist Du Schon #music
F24: "Egypt will apply for a new loan from the IMF, the Washington-based crisis lender announced Wednesday, after Russia's invasion of Ukraine caused inflation to spike in the Middle Eastern nation"
Politico: "[The war] in Ukraine has brutally exposed the flaws in Western security architecture.. 'The United Nations Security Council has proven once again to be useless,' one political scientist said"
Back during WWI artillery at least had some adventure, 'battlefield bravery' associated with it, one tactic had infantry advance under artillery protection / shelling ahead of troops, so when soldiers reached their target the place would be enemy-free. Troops had to move very carefully tho, otherwise u get hit too..? The danger!.. I believe Canada used this technique succesfully a few times (yes, Canada!).
Nowadays after the advent of radio communication, it's all different. Infantry will explore, pick a target, report back to artillery group, who will bomb the place from 20 kilometers away. The poor sod getting blown up won't know what hit him, being shelled by someone who has no idea who he is, identified by infantry who is completely seperate from the bombing itself. Tis the modern war.
It's true..
Al Jazeera: "'This fighting is not how you imagine it from the movies,' said [Ukrainian filmmaker] Sentsov.. 'Close contact, shooting from small arms, there is not so much of it. Most of the time this is artillery and your task is to hold the front line in the trenches, and not to die from the shelling'
I see; if captured they could be used as a propaganda tool.. makes sense
Then the "sniper king" Wali shouldn't have gone?
"Canada bars its soldiers from joining Ukraine’s foreign legion"