Good. Just a minor note about rain in Otago- it's mostly in the form of snow. in the mountains. Likewise in Canterbury. Once they leave the mountains the two major hydro rivers- The Clutha and the Waitaki have no significant tributaries.
Thanks Seeby after recently stumbling across your page I’m enjoying your posts.
I think you’re right to be cautious with your optimism. I did some quick numbers recently and even with the far better efficiency of electrification we would need to double the amount of energy we generate annually to electrify domestic transport.
The problem then arises that electrification is deeply affected by this disruption. Critical supply chains of helium, sulphur, aluminium and LNG are all affected. I am not sure we will be able to get the technologies or the parts to maintain what we have going forward.
I don’t think many appreciate how fragile the global economy is with highly optimised just in time supply chains. Even just the shipping disruptions and price inflation are going to be baked in for some time, possibly permanently, if the global refining capacity is constrained by a lack of medium sour crude.
Fingers crossed I’m wrong on this but I’d be lying if I said I wasn’t deeply concerned about the cascading fall out from this event.
Seeby, this is very insightful and interesting. And beautifully written on a challenging topic......
Bro your living in the clouds 5 million petrol diesel cars today tomorrow we all change how there's no ships coming with oil la la land
Good. Just a minor note about rain in Otago- it's mostly in the form of snow. in the mountains. Likewise in Canterbury. Once they leave the mountains the two major hydro rivers- The Clutha and the Waitaki have no significant tributaries.
Excellent article thanks!
Thanks Seeby after recently stumbling across your page I’m enjoying your posts.
I think you’re right to be cautious with your optimism. I did some quick numbers recently and even with the far better efficiency of electrification we would need to double the amount of energy we generate annually to electrify domestic transport.
The problem then arises that electrification is deeply affected by this disruption. Critical supply chains of helium, sulphur, aluminium and LNG are all affected. I am not sure we will be able to get the technologies or the parts to maintain what we have going forward.
I don’t think many appreciate how fragile the global economy is with highly optimised just in time supply chains. Even just the shipping disruptions and price inflation are going to be baked in for some time, possibly permanently, if the global refining capacity is constrained by a lack of medium sour crude.
Fingers crossed I’m wrong on this but I’d be lying if I said I wasn’t deeply concerned about the cascading fall out from this event.