mike andrade @miketor63 Twitter profile

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mike andrade

@miketor63

2 months

It's really too bad the laws of physics don't apply in Canada because Texas and California are being saved by their solar wind and batteries during record heat waves

GUNTER: Alberta heat wave highlights dangers of Liberal net-zero energy policy

edmontonsun.com

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mike andrade

@miketor63

7 months

And there you go....with solar cheapsr than coal in Asia and residential solar cheaper than grid connected power, it's growth is just going to happen irrespective of government policy

Utility solar dethrones coal as the cheapest power source in Asia

Renewable energy costs in Asia last year were 13% cheaper than coal and are expected to be 32% cheaper by 2030, according to a new study.

electrek.co

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mike andrade

@miketor63

2 months

I will keep saying this till I'm blue in the face but people are misunderstanding what is happening here. This is a technological disruption of the energy system. It is going to move as fast as computing and communications did.

Commercial Solar Guy

@SolarInMASS

2 months

How fast will our grid go to charge…charge speed here is probably 1 MW?

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mike andrade

@miketor63

7 months

This is why the debates on the reliability and waste of solar is ridiculous. It is a solid state tech, with warranties of up to 40yrs! After that it still works and can be recycled. Compared to this,thermal gen(incl nuke) is literally steam punk

Energy output is over 100 times the input needed to manufacture solar panels

According to a third-party study, the projected output over the 40-year warranty period of Maxeon solar panels exceeds the energy demand of manufacturing them by over 100-fold. Plus, more details...

pv-magazine-usa.com

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mike andrade

@miketor63

1 month

Remember the economist where the cover page was about the age of Solar? Well they're now on to grid scale batteries. Safe to say that once the economist catches on the trend is well and truly unstoppable Clean energy’s next trillion-dollar business

Clean energy’s next trillion-dollar business

Grid-scale batteries are taking off at last

www.economist.com

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mike andrade

@miketor63

5 months

Texas, in ONE MONTH, installed 50% of the amount of solar that Canada has installed EVER. Oh and 50% more than Ontario has PROPOSED to install. But sure pleas do tell me about the issues Canada has around renewables

John Raymond Hanger 

@johnrhanger

5 months

Incredible: In just April, 2,382 MW of solar & 1,215 MW of battery energy storage began operations on the ERCOT grid. Credit @douglewinenergy He also says another ~26,000 MW of solar & ~11,000 MW of batteries are in final stage of development. Texas adds incredibly capacity!

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mike andrade

@miketor63

3 years

@ConsumerSOS My father was a 17yr old spitfire pilot, and recalls dutch people falling off their bikes because they were waving so hard at him as he flew over. When he asked why they said "you represent freedom".

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mike andrade

@miketor63

3 months

The economist issue declaring the solar age seems to have woken the globe, better late than never. Nothing new in the article. It is a given now that solar will be the dominant energy source globally. Canada keeps its head in the sand at its peril

Globe editorial: The rising potential of solar power’s affordable and abundant energy

The potential to supply low-cost and plentiful energy could bolster economies – people’s lives – around the world for decades to come

www.theglobeandmail.com

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mike andrade

@miketor63

4 years

This conflation of o&g and Canada's economy has to stop and a federal party looks bush league doing it. You cannot be trusted with a diversified economy if you believe that a fringe pipeline in a shrinking industry that makes up <1% of employment and <5% of GDP is "devastating"

Max Fawcett 🇨🇦

@maxfawcett

4 years

FFS, the cancellation of Keystone XL is not "devastating" to Canada's future. It's not even devastating to Alberta's.

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mike andrade

@miketor63

9 months

With Texas setting record levels of renewable contribution to their grid and celebrating that those renewables are saving their grid ,Alberta is now the most backwards region in North America wrt to renewables

Wednesday's letters: Cold snap shows false promise of green energy

edmontonjournal.com

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mike andrade

@miketor63

1 year

@gmbutts The comments say otherwise.

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mike andrade

@miketor63

7 months

The USA will install 10 times more solar in one year than Canada has in total. Yes they have better insolation, but not by that much. We can do more and it makes sense, we are choosing not to.

John Raymond Hanger 

@johnrhanger

7 months

Good morning with good news: USA will smash its solar deployment record in 2024, installing ~46 GW! That is 5X solar installed in 2019 and nearly double 2022 level. Wow! US solar additions: 2019 9GW 2020 15GW 2021 19GW 2022 18GW 2023 26GW 2024 ~46GW

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mike andrade

@miketor63

3 months

@AukeHoekstra orginated this. It is not just solar skeptics who are getting spanked but the whole fossil fuel government industrial complex. They will get spanked just like mainframe and wireline switching did. BTW, solar and batteries are going to supercharge each others' growth

Noah Smith 🐇🇺🇸🇺🇦🇹🇼

@Noahpinion

3 months

A chart of solar skeptics getting spanked every year for decades:

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mike andrade

@miketor63

5 months

I trust we can put away all of the silly discussions about battery material shortages and recycling issues now.

Battery Recycling Shatters the Myth of Electric Vehicle Waste

Are electric cars really that much better for the environment? With recycling, the question is a no-brainer.

www.bloomberg.com

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mike andrade

@miketor63

3 years

The Globe will just not give up on this Globe editorial: Canada could break the pandemic by mid-summer. We just need more vaccines

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mike andrade

@miketor63

2 months

This to me is the key point whenever someone is talking to me about building nuclear, transmission or something else that takes a long time. By the time those are constructed batteries and solar will be insanely inexpensive and will outmode the need for those projects

Simon Mahan

@SimonMahan

2 months

In less than 15 years, battery costs have dropped by 90%. 15 years ago was 2010. 15 years from now is 2039. When we're building new infrastructure, we need to take into account the future. Infrafuture. #energytwitter

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mike andrade

@miketor63

2 months

This is hilarious , EDF had to be taken over by the government because of nuclear cost and liabilities, and wants more, and complains that low cost solar is increasing system costs

EDF Chief Says French Solar Power Subsidies Need Scrutiny

financialpost.com

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mike andrade

@miketor63

4 months

As always @AukeHoekstra says what I have been saying in a more cogent fashion. I continue to be baffled by people saying "solar is too cheap". The answer is 1) batteries 2) arbitrage 3)incentives for load shifting . All exist We will not need anywhere near the grid enlargement.

AukeHoekstra

@AukeHoekstra

4 months

Cheap batteries are a GAME CHANGER for GRID CONGESTION and for SOLAR and WIND We are now moving towards $60 on the cell level for LFP and $40/kWh for sodium ion. $100 for stationary systems in Chine. Using them for demand response will turn the energy system upside down. 🧵

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mike andrade

@miketor63

5 months

I personally love when anti-solar advocates use land and mineral use as an argument. It's an own goal. Aside from the ability to recycle solar, it uses orders of magnitude less resources, and is orders of magnitude more efficient than land for biofuels.

AukeHoekstra

@AukeHoekstra

5 months

@guardian And here is the entire big picture. Mining of metals is not the big thing here. And remember that renewables and electric vehicles require only a very small part of that metal. If we can use that to replace bio-fuels and and fossil fuels we do the environment a BIG favor!

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mike andrade

@miketor63

4 months

This. Until solar became the cheapest form of generation, all we ever heard, was "let the market choose", now it's we need to retreat to centrally controlled and protected markets to protect us. With the "us" being incumbent utilities , and not , you know, us

Steven Hall

@stevenhall67

4 months

@FissionPhil Lol. The only entity capable of building a nuclear reactor is the government. So much for the free market.

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mike andrade

@miketor63

5 months

I am going to keep banging this drum. It is a solid-state electronics technology disruption of the energy system, not an energy transition. It is more instructive to look at computing and communications disruptions rather than previous shifts of molecular fuel sources.

Chris Turner

@theturner

5 months

Folks in the climate advocacy world tend to reflexively note that all progress is not enough and not fast enough. Sometimes, though, we should just gaze in awe -- no energy transition has ever moved this fast on some fronts

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mike andrade

@miketor63

10 months

Okay, so NA has surplus, Europe has surplus and China has surplus? Where are all of these people who so desperately need our LNG? Bueller, Bueller?

Natural Gas tanks as markets turn negative after COP28 disappointing agreement

Natural Gas (XNG/USD) prices are accelerating their decline on Monday with headlines that a COP28 draft agreement is around the corner. The fossil fuels are set to be reduced, in stead of being phased

www.fxstreet.com

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mike andrade

@miketor63

2 years

@maxfawcett It is going to come out that not only did they know who she was but they brought her over because of who she was. They were fawning over her denunciation of Trudeau at the time.

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mike andrade

@miketor63

3 months

All the people predicting that China is going to be the Savior for fossil fuels don't realize that China is desperately trying to save itself from fossil fuels. They will have a lower cost energy system then the rest of the world soon.

John Raymond Hanger 

@johnrhanger

3 months

Good morning with good news: China's coal generation fell to a record low 53% in May 2024! Gas generation also fell 16%. Zero-carbon generation surged to 44%. Why? Solar skyrocketed 78%! Hydro jumped 39% & wind 5%. China every year smashes records for W&S deployment. Wow!

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mike andrade

@miketor63

8 months

Virtuous cycle btwn battery and solar growth. Goodbye baseload fallacy

John Raymond Hanger 

@johnrhanger

8 months

Good morning with good news: US utility scale solar (up 150%) and battery storage (up 130%) absolutely skyrocket! Utility scale solar adds 36.3 GW from Nov. 2023 to Oct. 2024, compared to 14.7 GW in prior 12 months. Batteries add 12.3 GW, compared 5.3 GW. Wow!

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mike andrade

@miketor63

7 months

Once again I keep telling you that EVs do not cost more ,they are PRICED higher. Western OEMs are trying to price them as premium products. Also ICEs are priced lower as loss leaders often because money is made on service. Not the same with EVs

BYD launches cheaper Seagull electric car with starting price under $10,000 to fuel price war

BYD’s cheapest electric car just got even more affordable. The EV maker is fueling its price war with gas-powered cars...

electrek.co

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mike andrade

@miketor63

5 months

Remember all the people saying that batteries couldn't scale. They're the same people who said that solar couldn't. Now that both are scaling it's a virtuous cycle. It's not going to stop them saying it but we should stop listening to them when they say it.

John Raymond Hanger 

@johnrhanger

5 months

California reaches 10 GW battery storage milestone! Battery storage up ~40% in 2024, compared to 2023, and tripled since 2021. 10 GW is ~40 GWh, as batteries in CA average ~4-hours. Batteries make CA grid both more clean & reliable! Credit @jdeely

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mike andrade

@miketor63

5 months

I trust you guys all remember the folks strutting about talking about coal increases and dramatic electricity price increases based on Germany closing nuclear and losing Russian gas?

Fossil fuels generated just 23% of the EU’s electricity in April — a new low

Renewables accounted for 54% of the bloc's electrical output in April — up from 45.5% a year before.

theprogressplaybook.com

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mike andrade

@miketor63

1 year

Here come the batteries

Ontario awards 739MW of battery storage contracts in Canada’s biggest procurement to date

The first contract awards for Ontario’s expedited procurement have been announced, in which 739MW of battery storage bids were successful.

www.energy-storage.news

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mike andrade

@miketor63

3 months

@maxfawcett Wasn't that dude from yesterday ,who was wrong on everything , a Western standard employee?

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mike andrade

@miketor63

4 months

Get used to it. Solar panels are both cheaper than most building materials on a per square meter basis as well as more reliable. Oh they also generate power.

Chris Bataille

@bataille_chris

4 months

Solar isn’t just for roofs anymore … 🤣 h/t @SolarInMASS

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mike andrade

@miketor63

7 months

Well written. Bitcoin is a trade, not an investment, its price only signifies that you can find another sucker to buy it at that price. It is the antithesis of what the average Canadian should get involved with and it was irresponsible for any politician to advocate it.

Max Fawcett 🇨🇦

@maxfawcett

7 months

Bitcoin is blowing up again, but Pierre Poilievre isn't boasting about it. Did he lose his faith in its supposedly transformative powers -- or did he sell and miss the rally? #cdnpoli

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mike andrade

@miketor63

5 months

The implications are significant. None of the energy "experts" predicted the rapid growth of solar in the past as @AukeHoekstra famously showed. They are now making the same mistake with🔋. It's not their fault, they grew up before they became inexpensive.

AukeHoekstra

@AukeHoekstra

5 months

Large amounts of batteries fundamentally change how we manage the grid. And that is clearly where we are heading. This new @IEA report provides more data.

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mike andrade

@miketor63

4 months

@torriangray It's an excellent point. My dad is 97 and a world war II Spitfire pilot who was flying at that time. It was very much a combination of doing your duty and knowing that it was a good fight. Doesn't happen very often that you get people doing that today

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mike andrade

@miketor63

1 year

The heating industry and heating contractors don't want to do heat pumps anymore than the auto industry and auto dealers want to do EVs. Listening to them on anything is going to be flawed. Turkeys do not plan Thanksgiving dinner

Michael Liebreich

@MLiebreich

1 year

Wow. @MikeFosterEUA , CEO of @energyutilities , has been caught funding the anti-heat-pump PR behind the rash of misinformation stories in the UK press. Did the board of the EUA authorize those campaigns? If so, they all have to go. Shocking revelations.

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mike andrade

@miketor63

2 years

@maxfawcett @jkenney I have said this before. AB crowing about competence and implying superiority of business prowess to the rest of us "lazier" Canadians when oil is high is, offputting. That it comes at a time that $10Bs are being asked for and Cdns are on the hook for 100B+ of cleanup, is worse

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mike andrade

@miketor63

2 years

@maxfawcett You know every time I feel that the level of abuse and nonsense I get from oil and gas , freedom , and nuclear Bros is bad, I see this, and realize it is nothing compared to what women get

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mike andrade

@miketor63

4 months

Anyone using primary energy these days when talking about energy transition is to be ignored. Also, note the inefficiency of thermal energy production (this includes nuclear btw). These are just (expensive) ways of creating steam which then needs to be mechanically converted

John Raymond Hanger 

@johnrhanger

4 months

Clean tech & electrification are ~3 times more efficient than fossil tech. That's why fossil fuels were ~81% of Primary Energy but just 64% of Final Energy in 2023. Clean tech & electrification reduce total amount of energy needed! Chart is in RMI's "The Cleantech Revolution."

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mike andrade

@miketor63

1 year

Consider the source: the IEA was founded by, and acted as an organ for the fossil fuel industry for most of its life. Even today, with heroic efforts by fatih birol, it still can't help but be conservative with solar growth. So when it says this, pay attn

World shift to clean energy is unstoppable, IEA report says

The world is shifting rapidly to clean energy but still investing too much in fossil fuels, the IEA says.

www.bbc.com

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mike andrade

@miketor63

3 years

@jmt_18325 Same who first said, we are back of the line, then we were late, then we were poor purchasers, then we paid too much, then we were in x place. It will keep changing. They are like a doomsday cults who always adjusts their story when the date passes

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@miketor63

15 days

@duncan__c The story is a bit of an old one. To me the funniest part was that no one even knew about almost 10 gigawatts of solar until they started to see that energy demand was declining and then they looked at import data and satellite photos.

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mike andrade

@miketor63

5 months

I give credit to the "nuclear bros" in Ontario who have dominated the debate on future energy. Every time I say anything remotely against nuclear I am swamped with replies. They are well funded and organized. They are also wrong , and it will cost Ontario

Five things the “nuclear bros” don’t want you to know about small modular reactors

The hype surrounding SMRs is way overblown. Here are five facts that the nuclear industry and its boosters don’t want the public to know.

reneweconomy.com.au

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mike andrade

@miketor63

1 year

I know it is shocking for the orthodox power folks, but the new technology is actually better. Here is the thing, solar and batteries have barely got going and VPPs and V2G is in its infancy

The U.S. Power Grid Withstands the Heat, So Far

Electric supplies from renewable energy, hydropower and batteries bolster vulnerable parts.

www.wsj.com

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mike andrade

@miketor63

3 months

@maxfawcett Anyone using, The sun doesn't always shine and the wind doesn't always blow line of reasoning, and therefore X is needed (where X is your favourite gen tech) line of argument can safely be ignrored. Also the tell is that they always, always use cherry picked point data

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mike andrade

@miketor63

2 years

@maxfawcett @BrettKissel @RealTalkRJ I mean, maybe calling the RCMP too

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mike andrade

@miketor63

3 years

@maxfawcett Yep. So we now can extend your solution to have unvaccinated paramedics take unvaccinated people to tents in the parking lot of hospitals where they're taken care of by unvaccinated healthcare workers.

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mike andrade

@miketor63

4 years

@Frank_McG @jdsnowdy @ScottTerrioHMA Brutal fighting. This is where my dad met Canadians and helped make him want to come Canada

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mike andrade

@miketor63

5 months

My entire work experience is seeing big bespoke,complex, mechanical tech being outcompeted by smaller, modular, standare electronics tech.. the latter always wins, after being ridiculed all the way. Same thing happening with solar, batteries, power electronics now.

mike andrade

@miketor63

5 months

@duncan__c @BentFlyvbjerg wrote a book on this

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mike andrade

@miketor63

5 months

Our current thinking about our electrical system is so backwards. We just can't conceive that we can shape load and generation. We continue to think both our monolithic.

Mark Z. Jacobson

@mzjacobson

5 months

@Aerlhn It will be met by 1) More solar + batteries (batteries shift solar to night) 2) Offshore wind 3) Demand response (incentivizing the move of night demand to day) 4) Shifting more hydro to night

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mike andrade

@miketor63

7 months

The word collapse is incorrect. These are structural cost reductions that have been baked into the 🔋 model for years. People just are not getting that fact, it is not supply and demand . Now watch out as solar and batteries act as a growth multiplier

Battery prices collapsing, grid-tied energy storage expanding

From July 2023 through summer 2024, battery cell pricing is expected to plummet by over 60% (and potentially more) due to a surge in EV adoption and grid expansion in China and the U.S.

pv-magazine-usa.com

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mike andrade

@miketor63

11 months

Just for reference this one site represents roughly half of what Canada has in its entirety.

The world's largest single-site solar farm just came online

The United Arab Emirates has launched Al Dhafra solar farm – now the world's largest single-site solar farm – ahead of COP28.

electrek.co

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mike andrade

@miketor63

2 months

It remains funny that the bastions of anti-solar are the very areas that have the best solar resource

Andrew Leach

@andrew_leach

2 months

And yes, this is a joke. Saskatchewan has the best solar resource in Canada.

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mike andrade

@miketor63

7 months

Canadians may not be interested in oil sands liabilities but oil sands liabilities are interested in you.

Max Fawcett 🇨🇦

@maxfawcett

7 months

This is SCANDALOUS. We know how this will end: badly. Why aren't we doing anything about it? Oh, right -- the Alberta government exists to serve the interests of oil and gas executives, not taxpayers. #abpoli #cdnpoli

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mike andrade

@miketor63

4 months

I have been saying for a while: coal first then oil and finally natural gas

Alberta's last coal plant has powered down, marking the end of an era | CBC News

In a feat once thought impossible, the province went from 80 per cent coal power to zero — years ahead of schedule.

www.cbc.ca

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mike andrade

@miketor63

3 months

China is installing, after adjusting for capacity factor 1-2 nuclear power plants worth of solar a week. Nuclear will be a marginal player even there

Analyst Says Nuclear Industry Is ‘Totally Irrelevant’ in the Market for New Power Capacity

Nuclear power has consistently provided about 19% to 20% of total annual U.S. electricity generation since 1990. It provides significant amounts of

www.powermag.com

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mike andrade

@miketor63

6 months

We were told this was impossible, and now it is an everyday occurrence. The same people now say that it is impossible to do elsewhere. they will be wrong on that too

Mark Z. Jacobson

@mzjacobson

6 months

Yet another record for California's grid on Fri, Apr. 19: The 24-h average #WWS was 78.3% of demand Max: 132.1% Number of hours >100%: 7.92 h Earliest hour reaching 100%: 09:15

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mike andrade

@miketor63

3 months

Honestly, this capital gains inclusion has been a full on Dunning Krueger fest

Andrew Leach

@andrew_leach

3 months

I'm definitely here for the people telling me that they'd like to see my U of A pension subject to the new capital gains inclusion rules. That would be bad policy, of course, but it's not the own they think it is. (pension income has a 100% inclusion rate)

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mike andrade

@miketor63

2 years

Just the beginning

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mike andrade

@miketor63

5 months

For the physics don't work in Canada crowd. California winter<Alberta summer

Nicolas Fulghum

@nicolasfulghum

5 months

California's lowest solar generation in winter (January) ❄️ is now higher than its highest summer values were in 2016 ☀️ Solar was delivering more than 20% of California's electricity generation in January 2024, more than it did in May 2016 (17%).

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mike andrade

@miketor63

1 year

It is amazing that this is in Forbes, but it is not a surprise to those in the industry. What is surprising to me is that "experts" can still say that thermal plants are more reliable. Mechanical systems just aren't as reliable as solid state electronics

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mike andrade

@miketor63

7 months

Solar, wind and batteries just getting started in Europe too. They will never need more fossil fuel (or even nuclear) again. Also note that behind the meter solar will not be fully counted.

Stepping on Stepien

@stepien_przemek

7 months

European Union new fossil fuel and solar/wind records in the first two months of 2024! Coal ⬇️ -17,05 TWh (down 25%!) Gas ⬇️ -4,48 TWh (down 6,4%) Solar ⬆️ +3,16 TWh (up 21,8%) Wind ⬆️ +17,28 TWh (up 19,2%)

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mike andrade

@miketor63

1 year

@maxfawcett A friend of mine went back to his Harvard MBA reunion at the beginning of Trump. He asked his US friends (mostly very wealthy), how much tax reduction would be enough for them to stop voting for more, and focus on other things? His conclusion: never enough! This is where AB is

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mike andrade

@miketor63

9 months

This still makes me chuckle. All of the folks talking about how solar doesn't work when it is cold. Or in Canada. Reminds me of the Japanese ski industry who fought imports of skis by saying their snow was different

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mike andrade

@miketor63

2 years

@markusoff In fairness, it is pretty innovative to claim that oil prices going up is entrepreneurial, while at the same time getting funded billions by the feds

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mike andrade

@miketor63

5 months

That is the real point. The cost curves for battery are essentially predictors of the future. People are going to use them in increasingly more diverse applications as they hit certain price points. this is a one-way street

Justin Guay

@Guay_JG

5 months

Wow Battery prices in China are crashing 🤯 The clean energy transition is about to get very interesting...👀

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mike andrade

@miketor63

3 years

Got second dose, Pfizer after AZ. Expect that I am going to feel like crap for a while as always, but whatever, this is great

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mike andrade

@miketor63

2 years

Great tour of the @Perimeter with the @NGen_Canada board. Yes that's Stephen Hawking's old office. no I don't understand what is on the board

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@miketor63

4 years

@RKSAlberta Yup, I have seen this crop up one too many times. My dad is originally from England, 93 years old and a WW2 RAF vet. He calls it Canada Day, unlike all of these poseurs. He came to Canada and became Canadian.

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mike andrade

@miketor63

4 months

I feel vindicated. I was a much more lonely a s unpopular voice back in 2009 when I got into building solar panels and inverters

The exponential growth of solar power will change the world

An energy-rich future is within reach

www.economist.com

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mike andrade

@miketor63

5 months

@politicalham This is a self-own. Nuremberg was specifically punishment for the authoritarian behavior that he is espousing.

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mike andrade

@miketor63

4 months

@boxcardavid @KennethCassel I remember we had a whole solar equipment line installed by a bunch of guys in this sort of snazzy overalls. Yes we overpaid

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mike andrade

@miketor63

5 months

For all of the Canadian LNG folks. New projects are not going to happen. Their investors can interpret curves and data like this

John Raymond Hanger 

@johnrhanger

5 months

Good morning with good news: Skyrocketing solar & wind generation will cause a 2% fall in fossil fuel (FF) generated electricity in 2024, as global RE growth exceeds electricity demand growth! History! 50% of nations are 5 years past peak FF electricity.

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mike andrade

@miketor63

1 year

good thread. I suspect that most of the people talking up this shortage of materials angle of denierism never really believed it anyway. The dopiest thing about the argument was that renewables literally uses the material once whereas our current system has to continually mine

AukeHoekstra

@AukeHoekstra

1 year

A lot of people have discovered we have alternatives for all battery materials and that we are not running out of them anyway. So I increasingly hear people about COPPER. But the idea that we don't have enough copper for the transition to renewables is a misunderstanding. 🧵

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mike andrade

@miketor63

10 months

@FidelisLobo Just like last year, and of course this year there is more in storage, more heat pumps, more conservation, and more options. The ng bros just cannot accept that the game has changed

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mike andrade

@miketor63

2 months

@andrew_leach Remember Trump talking about vacuuming forests. This is an old playbook

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mike andrade

@miketor63

1 year

I will keep saying this. EVs are a technology disruption of the auto industry and allows China's strength in electrons to outcompete legacy ICE. The real threat is not Tesla. Also, the Chinese OEMs are going to show that EVs are lower cost than ICEs

The Chinese Auto Empire Coming to the U.S.

Forget BYD: Geely is the Chinese car company Americans will see most of in the coming years, through brands such as Volvo, Polestar, Lotus and Zeekr.

www.wsj.com

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mike andrade

@miketor63

2 years

All of the o&g bros crowing about solar costs going up, and reminding us of the "value" of o&g, are going to have a bit of a rude awakening. BTW, solar is going to start dropping again in price

John Raymond Hanger 

@johnrhanger

2 years

Good morning with good news: "Even with rising costs, wind and solar are more competitive than ever." That's why renewables globally are ~80% of new electricity generation. Also, EIA found (pre-IRA) solar/wind is cheaper in US than gas using LACE or LCOE!

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mike andrade

@miketor63

2 years

This is a disruption, w'ere not constrained by the past. It is not like moving from manual typewriters to electric ones; it is that we do not need typewriters, paper, envelopes, typing pools, mail. The fact that most of you do not remember what I am talking about is the point

Mark Z. Jacobson

@mzjacobson

2 years

World energy that people need goes down >56% with an all-electric system powered by #WindWaterSolar for 5 reasons 1-efficiency of EVs over ICEVs 2-efficiency of heat pumps over combustion heat 3-effic of electric industry 4-eliminating energy to obtain fossils 5-effic beyond BAU

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mike andrade

@miketor63

3 years

@friesen_f @jkenney That is the funniest thing. Canada's oil production is at record levels, and yet we hear how Trudeau has killed oil. The USA has also dramatically increased oil production, yet we hear the same thing there. Trudeau sticks Canadians with a pipeline that cost 3x business case ,etc

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mike andrade

@miketor63

1 year

Note that the electrified future uses less energy because of the inherent efficiency. This is why oil and gas reply guys always talk about primary energy. Combustion is very wasteful

Prof. Peter Strachan

@ProfStrachan

1 year

Recommended read, Superb graphics A key part of #America ’s plan to slash carbon emissions-Electrify almost everything "There’s a lot more you can do with #Electricity as a fuel, more efficiency, less waste, avoiding pollution" #RenewableEnergy #WWS

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mike andrade

@miketor63

24 days

@andrew_leach He is running against the provincial conservatives in the same way provincial conservatives are running against federal liberals and federal NDP

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mike andrade

@miketor63

7 months

Canada is actually moving backwards with solar, wind, battery, 🔋. We are captured by the o&g industry, electrical utilities, and the nuclear industry. Forget about foreign investment, the cdn companies I am involved with aren't investing here. We are the land that time forgot

Catherine McKenna

@cathmckenna

7 months

I really worry about Canada. There's a trillion dollar race in to attract investment for the clean energy transition and instead of embracing it, we are missing the boat because of our obsession with oil & gas. The money will go elsewhere folks. It already is.

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mike andrade

@miketor63

9 months

I am not antinuclear, I am just pro fact. Look at the scoreboard. Project the cost and build curves forward. Solar/storage have exponential growth and cost efficiency curves. Nuclear has negative cost efficiency and long build cycles. It is going to be more of a niche provider

Mark Z. Jacobson

@mzjacobson

9 months

When will we learn to dump it? 2023 another bust for nuclear 5 start-ups; 5 closures; net loss 1.7 GW Share global electricity 9.2%, lowest in 40y; ~half its 1996 peak of 17.5% Nuc goes backwards again as wind+solar enjoy record growth @renew_economy

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mike andrade

@miketor63

4 months

For the nth time, EVs cost less to make, and maintain than ICE

Joe Weisenthal

@TheStalwart

4 months

You can now buy an EV with 300-mile range for less than the price of an average car.

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mike andrade

@miketor63

10 months

Canada has its collective head up its oil well. We are spending 31B+ on TMX , 10B's more on theranos tech like CCS, SMR . We allow our o&g industry to walk from 100Bs of liabilities and then complain about tax subsidies for battery plants. The Rest of the world laughs

Fidelis Lobo

@FidelisLobo

10 months

Countries with raw materials are laying out the red carpet to EV manufacturers to manufacture in their countries.

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mike andrade

@miketor63

4 months

No other energy technology can do this 32yrs later , producing 76% of its original power, with no/very little maintenance. None of this grandfather's axe, sort of reliability we see with other tech where all the parts have been swapped out

pv magazine

@pvmagazine

4 months

Solar modules deployed in France in 1992 still provide 75.9% of original output power: New testing conducted at France's oldest PV system have shown that its solar modules can still provide performance values in line with… #Renewables #Energy #Technology

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mike andrade

@miketor63

2 years

@maxfawcett First he killed the oil and gas industry, now it is the job market

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mike andrade

@miketor63

3 months

@adammcnamara Oh it is worse than that. I was involved in the leadup to the sale. There were all manner of commitments in order to get rezoning, few have been kept. The project was resold at least once along the way too, at a healthy proefit

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mike andrade

@miketor63

11 months

I've had an EV for almost 9 yrs now. The takes on charging infrastructure are funny. Even a wall outlet charges my car at 6 km/hr, a home charger more like 70. This covers 95%+ of my driving, at 2.8cents/kwh It's already there, needs to be scaled and financial models worked out

Simon Mahan

@SimonMahan

11 months

While at NARUC, discussing electric vehicles, I heard the most bizarre thing from a regulator: "Maybe we should be supporting hydrogen vehicles, so we don't have to pay for electric vehicle infrastructure." First, folks are free to pick and choose their vehicles. There's about

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mike andrade

@miketor63

6 years

The summary is: 1)solar and wind are now the least expensive forms of energy generation 2)solar and wind have gotten to the point where it is more expensive to run existing coal and even nuclear plants than invest in new solar and wind 3)solar and wind investments are less risky

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mike andrade

@miketor63

9 months

All the nuclear bros talking about how renewables are "useless" because they can't provide enough capacity. Yet, globally solar and wind provided more electricity in 2023 than nuclear. So.....does that make nuclear "super useless"?

Nuclear goes backwards, again, as wind and solar enjoy another year of record growth

Nuclear power went backwards last year despite the renaissance hype. Meanwhile, renewables enjoyed record growth and within two years both wind and solar will overtake nuclear.

reneweconomy.com.au

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mike andrade

@miketor63

7 months

For all the folks saying that renewables can't scale

Bruno Burger

@energy_charts

7 months

Shares of renewable energies, nuclear energy and fossil fuels in total net electricity generation in Germany from 2000 to 02.03.2024.

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mike andrade

@miketor63

2 years

Well said. I think the key point that you mentioned is that anytime there is anything that even remotely smacks of reducing support for oil and gas it revs up this engine. That is peculiar to Canada and speaks our capture by the industry

Max Fawcett 🇨🇦

@maxfawcett

2 years

Fear mongering around the "15-Minute City" is the dumbest conspiracy theory yet -- and we have our own Jordan Peterson to thank for amplifying it. #cdnpoli

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mike andrade

@miketor63

1 year

@maxfawcett My son's friend is fighting the fires in Alberta and it appears that the UN military is only rounding up this guy

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mike andrade

@miketor63

2 years

@janrosenow @ecioxford @CREDS_UK @oxfordgeography This is why o&g bros only talk about primary energy. "Hey you can't replace my crappy inefficient system, because it is so crappy and inefficient"

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mike andrade

@miketor63

11 months

@maxfawcett @ABDanielleSmith we've been talking about this for a while. I don't know what it is about oil and gas people. Not only does it end up being the fossil fuel government industrial complex running the show but it becomes their own personal identity. The only other thing close perhaps was fisheries

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mike andrade

@miketor63

3 months

Nothing that you haven't heard from me before. I trust the irony isn't lost on people that while our populist governments try to tell us that renewable transition is more expensive , other, less rich countries are doing it exactly for the opposite reason

Opinion: The energy transition comes in two ways: First slowly, then suddenly

The defeat of the Greens in European Union elections could well have an impact on climate change policies across the globe

www.theglobeandmail.com

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mike andrade

@miketor63

9 days

Solar is the only technology that can coexist on the same spaces that we live on.

Duncan S. Campbell

@duncan__c

10 days

Them: “Omg solar takes up sOoOo much space and paves over prime agricultural lands!!” Us:

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mike andrade

@miketor63

5 months

California is leading the way as I have been pointing out, but Texas may in fact be even more of a harbinger. It is perhaps the most open market, and famously anti-renewable....and yet @CanaryMediaInc

How Texas became the hottest grid battery market in the country

Battery developers love the freewheeling ERCOT system, and all the new energy storage is helping to bolster the grid. But will the good times last?

www.canarymedia.com

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mike andrade

@miketor63

2 years

The nuclear "is the only scale clean firm power alternative" argument is going the way of the buggy whip. Hopefully @opg is watching , probably don't need those gas plants either.

Mark Z. Jacobson

@mzjacobson

2 years

Wow! On 3/12, Calif's batteries produced 3.02 GW, or 12% of CA's 7:35 PM peak demand of 25.2 GW That's more than Diablo Canyon's 2GW output Charged 3x/day, these 4-h batteries can supply 13.2 TWh/y, or 81% DC's output, but with 150% DC's peak output

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