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Cake day: October 23rd, 2024

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  • The difference is that the electrolysis can be done at producer convenience. Sometimes wholesale electricity prices (midday due to high solar penetration) are negative or ultra cheap. Transporting H2, even by truck, can be cheaper than the US typical 8c/kwh electric transmission charge. For many areas, enough solar in winter has 3x more summer production and essentially unusable. A balance of solar and H2 produced in summer, can provide the cheapest necessary energy for winter. An alternative is summer exports with winter imports.

    Batteries alone are also subject to curtailment, or not enough charging in winter. H2 can be stored at $1/kwh, where a pipeline is free transmission of withdrawals different from deposit locations. The energy efficiency round trip is less important than the $ efficiency of energy delivery.



  • The case for an H2 economy is one entirely based on Green H2 made from surplus renewables which are needed most days to have enough renewable energy every day.

    That gas companies know how to build pipelines, distribution, and make metered gas sales to customers is a path for them/employees to remain useful without destroying the planet.

    Commercial vehicles has legitimate benefits of lower cost from H2 FCs than batteries. Quicker refuel times. Aviation especially benefits from redesigning planes for H2 for the weight savings. Trains/ships need the power/range. Trucks/cars can use the range extension, and could use H2 as removable auxiliary power for extended range.

    Those vehicles can also charge the grid, and as hybrids, EVs or grid can be charged from static H2 FCs. For building energy, a FC can provide the usual fraction of domestic hot water from its waste heat. The electric monopoly problem is an opportunity for both producers and consumers to bypass their high rates and fees. Ammonia and fertilizer is traditional use for H2. There needs to be a carbon tax to move away from giant fosil H2 plants powering next door giant ammonia/fertilizer plants.

    Hydrogen electrolysis is just one form of electro chemistry. Other fertilizers can be made from simpler versions of the process. It’s not so much that H2 is essential in unlimited quantities, it is that electro chemistry is possible ultra cheaply when there is an abundance of renewables that provides enough energy every day to power their locality. H2 is special as a chemical for being transportable/convertable as mobile or other elecricity/heat.









  • When panels were 30c/watt, projects at $1/watt in EU and US happened. 70c/watt was spent on labour, copper, support structures, and grid connection equipment. All of those can be locally produced, with possible exception of last item.

    At 6c/watt, that is over 90% of power projects are local economy boosting instead of 70%. It provides cheaper energy that is useful for industrialization and cost of living benefits too. US tariffs on solar are entirely about protecting oil/gas extortion power instead of a $10B solar production industry that needs fairly expensive support.

    Solar imports does not cause energy dependence. You have power for 30+ years with no reliance on continuous fuel supplies. Shoes and apparel is a $450B industry in US. You need new supplies every year, and it makes much more sense to secure supply in that industry for war on the world purposes.





  • The natural alliance of any Asian country is with Chinese trade. Especially in tech, where Chinese market is 5x that of US, and Asian market larger than the hegemon colonial universe. Sure, countries want independence, but prosperity comes from peace and trade. The US has to spend a lot to “shit disturb” the region.

    They’ve made themselves effectively uninvadable because doing so would be an absolute catastrophe for everyone else, including the aggressor.

    The best part of global trade is peace it provides. There is a limit to how aggressive the US can be to China, including its Taiwan proxy, before the US and Taiwan become useless to rest of world. But keeping tech out of China is like the drug trade. There exists a nominally respectful of US country willing to turn a blind eye to smuggling/cut outs, and US is forced to buy nominal respect. China also is heavily investing into a delete America program that will eventually achieve success/parity with Taiwan, and with Huawei, seems ahead of schedule.