schicklo

Investor, Teacher, Creative Newsreader

[schicklo @schicklo]

Choices matter. Technology advances so quickly I am awed. I noticed a few years ago that GM had added 500 lbs to its Escalade since the turn of the century. They raised the power from 255HP to 450HP though, so its still fast. The…https://t.co/BdQunNCHJw https://t.co/Hi5T7MlNFi

[schicklo @schicklo]

The war on coal is being fought by coal utilities in coal country. Detailed models requested by the regulator show that it's way cheaper to build a clever mix of wind PV and storage to displace already built coal plants in INDIANA.…https://t.co/ySNnkZshCJ https://t.co/Ga3SsDHl0J

[schicklo @schicklo]

..as American as... Always looking for ways to make the situation relatable. Does this help?
#ifyoubreatheyoucare https://t.co/4aS5YtXC74

[schicklo @schicklo]

That's a lot!!! Most storage announcements you read are in different units. MW... A dear friend and colleague kept a cartoon on his cork board which I will paraphrase "A thousand MW is a GW! Why wasn't I informed of this?" For c…https://t.co/DYRxMFTMbN https://t.co/yfmKAqGBlQ

[schicklo @schicklo]

This is NOT ok. Internal policy arguments in China are opaque to the rest of us. It seems obvious that managing growth and quality of life are the "deal" leaders have made to achieve "buy in" or at least limit social unrest. As…https://t.co/6CdJIh2MLt https://t.co/6WK74w4ZM7

[schicklo @schicklo]

Concrete results! This is really early but it is the kind of change needed to address climate. One way to address climate is to electrify EVERYTHING and make the electricity renewable. Instead of worrying about grid stability an…https://t.co/lod0lAswAz https://t.co/5O2lKbXPam

[schicklo @schicklo]

Some folks may have noticed drop in BEV sales in China year over year. This appears to be related to the government deciding they don't need help anymore. The subsidy is moving to fuel cells. Chinese industrial policies can chang…https://t.co/7cYjhhHPxp https://t.co/GUNEMfrvfk

[schicklo @schicklo]

Energy storage is not just batteries. These folks have built and run liquid air energy storage. Round trip "efficiency" depends on recovering or replacing sensible heat. The plumbing may be complex but, they are selling these.…https://t.co/KPetVMjh3Q https://t.co/Qk92G8xUzy

[schicklo @schicklo]

Xaoimi was selling smart phones that lagged Apple by a generation or two in function, but cost less than a tenth as much, thus claiming huge share in China. By adding "banking" they may serve 2.5 billion folks in China and India w…https://t.co/Bqm9hI35Zi https://t.co/9vUnM2gghZ

[schicklo @schicklo]

It's time for Mosquito Week!!! Humans cannot really rank risks. Humans can hype them. The frost line that kills bugs every winter keeps moving north and I feel stalked. I lack the imagination to adapt "Sharknado 3" but perhaps t…https://t.co/Twf2vjjAyl https://t.co/Fh7dh04lEw

[schicklo @schicklo]

There is a well known direct air capture method for removing CO2 from the atmosphere. Trees work. We are late de-carbonizing the economy so even if we go as fast as possible, removing CO2 from the air is required. While develop…https://t.co/TJpg0M0vdC https://t.co/eer1sgk86d

[schicklo @schicklo]

"State-level average annual gasoline expenditures per capita ranged from $400 to $1,400". Gasoline is cheap. A new F150 XLT SuperCrew 5.5' Box 4WD sells for a little more than $40k. Depending on how you keep score, the costs of g…https://t.co/f7vjSkF0mz https://t.co/96V4GGyttv

[schicklo @schicklo]

Adaptation is the process of modifying how we work and live to cope with the ongoing climate catastrophe. Now that people with instagram access are being impacted the crisis is real and the spending is happening. We can now do some…https://t.co/QWuWoD2W2S https://t.co/GitXbK0Ifa

[schicklo @schicklo]

Thrilled with this team and service. https://t.co/kpvmODPPma

[schicklo @schicklo]

My news clipper is alive with PV progress. Capital markets in the US are spending on deployment of PV and PV with some storage. Global forecast are for 120GW of new PV capacity this year (about 0.5% of total global generation). E…https://t.co/TJRHGaEPnU https://t.co/ja8ssGQ3CS

[schicklo @schicklo]

2 cents a kWh! Worth celebrating. A caution.

One of our strategic advisors (Former Energy Secretary Ernest Moniz) warned me that PV pricing has been free riding on existing grid infrastructure. As we get to relevant (>20-30%) re…https://t.co/PXM6feVjdM https://t.co/4ojviOKBUC

[schicklo @schicklo]

Fame is like money. The correlation between how it was earned and where it can be spent is very weak. It is effectively"fungible". I was talking with my son about how folks "spend" their fame. Baby boomers made lots of cash and…https://t.co/bzQfx0qC0j https://t.co/GUmnhWAXDW

[schicklo @schicklo]

My friends at the National Academies are reminding folks that science can inform policy better than guessing and bias. The time for obfuscation is long (decades) past. Urgent mitigation and, unfortunately, adaptation actions are…https://t.co/GGFVDIClyK https://t.co/FxYCJTMPRc

[schicklo @schicklo]

# #ifyoubreatheyoucare https://t.co/Zam2jiGetx

[schicklo @schicklo]

Folks seem to believe there is a winner takes all in future mobility. Recall that the markets for "niche" plays are now large compared to the markets when we standardized on internal combustion engines. A heavy truck solution for…https://t.co/ovqIFPWJ42 https://t.co/HsLahm3Coe