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Don't know!Does this mean I should sell my Nickel stocks?
OK, I shouldn't be writing off the mid term Ni supply demand just yet, even if Tesla changes their battery. Cheers
You understand that possibility basically ensures a coming tax on your solar capacity...I want evs simply due to fuel possibly becoming scarce and more expensive. The fact that I can rig up solar and charge it satisfies my inner preper.
That’s my favourite part too, I remember some time in the first month or so of owning my EV, I was heading home for lunch after a morning driving round doing errands, and I realised that when I got home I was going to charge my car from the sun and replace all the “fuel” I had just used for free, and a sense of freedom just washed over me, hahaha, it’s a great feeling to be energy independent.I want evs simply due to fuel possibly becoming scarce and more expensive. The fact that I can rig up solar and charge it satisfies my inner preper.
By then my plans of the abolition of government will have come to pass.You understand that possibility basically ensures a coming tax on your solar capacity...
Like the idea, dread the coming consequences
more toxic material dug from the ground. natural vegetation destroyed, poison waste materials pumped back in to the ground, atmosphere or run off in to the river ways!Don't know!
Tesla's Cybertruck and Tesla's Semi will use nickel cathode material exclusively and all high end BEVs are going to use more energy dense nickel cathode batteries (based on what we know today). The gigafactories for these are not yet operational, so there's a lot of demand being catered for which as yet has not bitten into nickel supply. My suspicion is that present nickel tightness is largely due to the marginal additional demand of BEVs, and that this will incrementally see nickel prices stabilise at higher highs as the supply/demand balance tries to respond. For example, Tesla's deals with BHP and Prony have yet to transfer supply from China to the USA. Rystad chart this as follows:
View attachment 133674
This article is a good read, but is now outdated, despite being written earlier this year.
Quickly getting back to nickel supply, warehouse levels continue to deplete this year, as shown at LME:
View attachment 133675
and
Shanghai:
View attachment 133676
I am not sure how the forecasters are currently seeing nickel supply in surplus or, for that matter, the surplus continuing for another 2 years. This article sums up my thinking.
more toxic material dug from the ground. natural vegetation destroyed, poison waste materials pumped back in to the ground, atmosphere or run off in to the river ways!
just like a fat person drinking diet soda and thinking it better for them as it says sugar free
very good analogy, trouble is the ultimate push is not to move you to sugar free but to no drink at all, whereas in reasonable amount, it is like ham, red meat, alcohol and dare i say weed, is what makes life goodmore toxic material dug from the ground. natural vegetation destroyed, poison waste materials pumped back in to the ground, atmosphere or run off in to the river ways!
just like a fat person drinking diet soda and thinking it better for them as it says sugar free
the powerbrokers of the world only want the good things for them self, the useful idiots the left aka the most stupid of stupid of society (Vladimir Lenins terminology)very good analogy, trouble is the ultimate push is not to move you to sugar free but to no drink at all, whereas in reasonable amount, it is like ham, red meat, alcohol and dare i say weed, is what makes life good
im not arguing that point. im just arguing the excuse to dig more out of the ground and the useful idiots blame coal and cows fartingI'm just wondering how you posted that comment without using a computer made out of "toxic material dug from the ground. natural vegetation destroyed, poison waste materials pumped back in to the ground, atmosphere or run off in to the river ways"
im not arguing that point. im just arguing the excuse to dig more out of the ground and the useful idiots blame coal and cows farting
I mean they have black African children digging the callout in the Congo out of the ground, yet preach to us about BLM
congo has around 70% of worlds total calbolt
It can be done without the gas and coal bit there so long as it's all designed properly.When the sun stops shining the battery can be topped up by wind turbines. And when the wind stops our hydro can help. When the hydro is out the gas and coal generators are used to top up the battery.
Volvo says emissions from making EVs can be 70% higher than petrol models - and claims it can take up to 9 YEARS of driving before they become greener
It can be done without the gas and coal bit there so long as it's all designed properly.
There are however many who'd not be happy with such an outcome hence the great debate about it all.
From a technical perspective though there's absolutely no reason society can't be powered fully by renewables in the Australian context and predominantly by them in the global context. Technically and economically it's doable if society chooses to.
As for oil, well Australia's rather short on conventional crude oil yes but we do have shale should we ever wish to use it indeed there's even a type of shale named after an Australian state. No prizes for guessing where Tasmanite shale is found. The bulk of Australian shale resources are in Qld but also known deposits in NSW, Tas and to a minor extent SA and WA.
I'd pick EV's over oil shale any day though. That's the way the world's going so no point in Australia, a country which imports all its cars, trying to fight that trend. Plus extracting oil from shale is a pretty nasty process environmentally.
Shale oil would be a last resort, the cost to refine it is much higher than crude, and shale has a lot more nasties in it. If people had to pay $3 or $4 per litre for shale oil, over 10c - 50c per kWh, I think they'd be more willing to change to an EV
Evidence based thinking ? Rational approach to risks ? What a great advance that would be.
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