Roger Smith

[Roger Smith @Rog34392924]

@elonmusk @TheFlintFace @IterIntellectus Isn't china currently building ~10 nukes per year at a cost of ~$2.5B/GW

V hard to compete w that even with space solar

[Roger Smith @Rog34392924]

@IslingtonResid3 @aDissentient ?? I'm saying if the USA had not built its significant Wind & Solar farms. It would have very little gas to export

If their solar and wind dissappear they would need to use 90% of their LNG exports as domestic consumption

[Roger Smith @Rog34392924]

@IslingtonResid3 @aDissentient USA Nat Gas wouldn't be 33c/therm if they hadn't built huge Solar & Wind capacity

Their LNG exports almost exactly match their Solar & Wind generation

If aliens blew up the US Solar & Wind farms the USA LNG exports would fall 90%

What would happen to UK Gas Prices ?

[Roger Smith @Rog34392924]

@edzitron The spy stuff seems stupid....Why wouldn't the US government inform him ? Did they want him to get into deep shit ?

As for affairs while not honorable it seems half the country and S&P leaders have multiple affairs or baby mamas he is hardly the first one

[Roger Smith @Rog34392924]

@aDissentient Link please

[Roger Smith @Rog34392924]

@aDissentient For their 15MW Turbine vestas charges ~€1.25M/MW and then you can buy a 20 year service & maintenance contract including 96% availability guarantee for ~€1.1M/MW

€1.1M / 20y = €55,000 per MW not your silly £200k pa guesswork

Above doesn't include balance of plant

[Roger Smith @Rog34392924]

@aDissentient Without its Solar & wind Fleet. The USA wouldn't have the spare Nat Gas to be the worlds #1 LNG exporter

Their Solar & Wind = 90% of their LNG exports

So yeah without solar and wind Gas Prices would likely be significantly more expensive

[Roger Smith @Rog34392924]

@aDissentient If world hadn't built a vast amount of solar & wind would gas be cheap ??

Eg 🇺🇸 Solar & Wind Fleet ~950 TWh this year saving ~2000 TWh of Nat Gas

The USA expected to export 2200 TWh of LNG this year

So had they not built Wind & Solar. Their LNG exports would be ~90% less

[Roger Smith @Rog34392924]

@Object_Zero_ Doesn't Hinkley Point C have a grid capacity of ~3.3GW & then two nukes coming online soon for a further 3.3 GW

So couldn't that site host at least 3.3 GW with 99.9% uptime and another 1.6 GW with >99.4% uptime

Seems an ideal location for a Mega 5GW Data-Center Complex

[Roger Smith @Rog34392924]

@JordanEVGuy Hybrids like the Toyota Prius would be a better comparison to an EV

100 miles

Prius @ 62 mpg = 65 KWh

EV = 4 miles per KWh at the battery ~3.2 miles per KWh at the power station = 31.25 KWh

So the EV is ~2x more efficient than a Hybrid

[Roger Smith @Rog34392924]

@JeevunSandher Countires can sign long term gas deals don't have to purchase everything on spot prices

Also Nat Gas futures are trading around 3p/kwh in 3 years time much kower than today

[Roger Smith @Rog34392924]

@aDissentient Your model misses that wind farms generate more in colder months when Nat Gas is typically more expensive

They kinda act like virtual Gas Storage if that makes sense

For example Dec & Jan output is statistically 2x MWh vs Jun & July

Oct-->Mar is 1.5x of Apr-->Sep

[Roger Smith @Rog34392924]

@Robotbeat 20M annual Tsla EV sales by 2030...

[Roger Smith @Rog34392924]

@100MBTC In the short term say by 2035

99% of Data Centres will be on Earth

So he is correct

Orbital Data Centres will be a rounding error this side of 2035

[Roger Smith @Rog34392924]

@aDissentient Homes are ~50,000 kg of bricks plaster timber furniture etc etc

The thermal inertia is significant

If you turn your heating off the home doesn't instantly go cold

Also we don't need significant demand management for the 4-8pm period

[Roger Smith @Rog34392924]

@100MBTC @aaronburnett Be real. The USA lost 60,000 men in Vietnam and didn't nuke

You think they'd nuke China for some satellite 🛰

Also whoever does it can just say it wasn't them. It might not even be a state actor

[Roger Smith @Rog34392924]

@atelicinvest They should bank $200B to secure the company and highly paid workforce future for the next 10 years