Tag: South Korea
LNG Shock, Coal Myths, & The Real Winners On The Grid
The easiest story to tell after the Strait of Hormuz disruption was that coal would be the winner. It had the virtue of sounding like common sense. If LNG cargoes are delayed, diverted, or repriced, then gas-fired generation becomes less attractive or less available, while coal plants that are already … [continued]
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Tesla’s Price-to-Earnings Ratio Is Nuts
A couple of weeks ago, when I wrote about Tesla’s stock price dropping 20% in 6 months, a reader commented: “Tesla down 20% in the past 6 months and the P/E is still over 300. That is not sustainable.” Another commenter showed in more detail why this was crazy: Price … [continued]
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What If The US Redirected The Money From The Iran War To Clean Energy?
If the US federal government had leaders with a vision of an achievable, healthy net-zero future, $200 billion would never be dedicated for the Iran War efforts. Yet the idiocy of the Iran War makes our minds wander and envision a robust US energy and climate package in its place. … [continued]
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#1 Battery Maker in World Says USA Can’t Make EVs without China
The world’s largest EV battery producer in the world, by far, is China’s CATL. Second is China’s BYD. The USA wants to block automakers from using Chinese batteries, but these Chinese companies are basically saying — yeah, good luck with that, hahaha. In fact, the general conclusion is that the … [continued]
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Choke Points Are The Enemy Of Globalization
Choke points are everywhere in the global economy. The closing of the Strait of Hormuz to shipping shows how dangerous they can be.
The post Choke Points Are The Enemy Of Globalization appeared first on CleanTechnica.