Oh, I can. He tends to forget that the future is not evenly distributed. The car was 10x better than the horse, and never spread cholera. Electric trade vans can barely go 100 km trips in deep cold.
@@RandyTWesterdream on chummy chum! You speak of yesterday maybe today, you can’t grasp that Electric Vans will only get better, not sit in permanent pause! Grow up please and spout your denial elsewhere please!
Unfortunately, unlimited energy also has a downside. A recent study predicts that warming from waste heat will become a bigger contributor to global warming than the greenhouse effect. So if that is true, unless we can get rid of the excess heat, the only option for long term survival seems to be using less energy.
Tony Seba's insights are always fascinating, and his record of predictions are just incredible. As a person who was born in 1960s GB it is incredible to look at what has changed in just 60 years. To be living through the transition to EVs, solar and other clean energy is fascinating. Great interview, again!
Thanks Robert. That was the podcast many of us wanted to hear. This should be required listening for our politicians . I made my MP aware of RethinkX a year ago . Hopefully market forces will succeed where protest hasn't so far.
Hey Philip - I ALSO wrote to my MP some years ago urging him to listen to Seba, and invite Seba to present to the UK parliament. (My letter seems to have been totally ignored.)
@@brunosmith6925 Hi Bruno, Initially I got a stock reply from my MP's researcher saying how wonderful gov policy was. I replied that I wanted to know if my MP had read the rethinkX report for COP26. Amazingly a few weeks later he replied and had read it. He agreed with some areas but sceptical re TASS and precision fermentation. Pleased he read it .
Given the accelerating climate emergency, unrestrained capitalism, and the delays in getting carbon out of the air & oceans, it is urgent that carbon removal from the present ecosystem be done now, ahead of a full phase-out of carbon burning, eg, stop production & use of charcoal; transfer charcoal-making facilities to making biochar; incentivizing the quick-growing of carbon-containing crops like hemp, and the harvesting of forest dead-wood & other carbon waste, that would all be channeled into biochar production. Biochar soil enrichment can store the carbon for hundreds of years while conserving & making soil more productive. This sequestration of carbon is done by pyrolysis which leaves the O2 still in the air. An added benefit of biochar occurs when carbon waste is removed from active conversion via rotting to methane (a much more powerful GHG in the short run than CO2).
The way Tony thinks is so refreshing and and every time I hear him talk it generates so much thought for me personally, Thanks for having him on your podcast.
Recent weather events here in New Zealand have resulted in significant power grid failures some of which may take weeks to rectify. We are now hearing news reports promoting 'micro grids' being an opportunity to add resilience to local electricity supply. Micro grids are local communities of consumer generators linking together and using their combined small scale generation to allow them to supply their own energy for at least short periods. We have PV so are well aware of the strangle hold that our big power generation companies have on the adoption, growth and economic viability of distributed generation. When every news story about a power outage is accompanied by the usual chorus of EVs being to blame and that EVs will overwhelm the capacity of our national grid I find it curious that while NZ is incentivising EV purchases they are sitting on their hands when it comes to promotion or incentivisation of PV. It's almost as though they don't want to upset the big generators present monopoly! Perhaps the present domestic crisis will provide some extra stimulus for the government to help the public and our power distribution system to put together a more resilient and equitable distributed generation framework. Here's hoping.
yeah another kiwi. I live off grid. The last week has been interesting No power no petrol. The second halve has massive implications for NZ and its dairy industry .
FINALLY somebody says it - the transition to renewables will unleash an “age of abundance”. I have been banging on about this for YEARS. This is the message we should be promoting, because it’s true! Not an age of less as the fossil fuel companies would have us believe.
I’d describe myself as fairly “green”, but even if I didn’t care one iota about the environment I’d still be hugely supportive of renewables. Why on earth would you *not* want to replace digging up fossil fuels with energy sources that will be forever available, clean, local and free to source? Unless of course you own wealth in oil,pans gas, legacy auto and legacy energy companies….
Tony Seba is always stimulating, but I do think that there are reasons to be skeptical about some of his predictions. Some times the development of new technologies follows a smooth curve, but sometimes tech development stalls or happens in bursts and plateaus, and Seba often just follows the cost curve without asking it the technology, resources, capital and people are there to make it happen. So far lithium ion batteries and PV solar have followed a pretty steady cost curve, but it is notable how concentrated solar, wind, geothermal and tidal energies have not, and many would have predicted their their costs would have dropped like PV solar. Seba thought in his 2010 book that concentrated solar would boom in the future and it didn't. 10 years ago it looked like vanadium redox flow batteries were going to be the future of grid storage, but it is LFP batteries that ended up winning. 5 years ago, very few could have predicted that the future of automotive batteries lay in sodium ion, but it is looking increasingly likely today. I also doubt that many could have predicted that salt water flow batteries would be the future of grid storage, but that is what I think today. My point is that tech which looks promising doesn't always develop the way that we thought it would, so you can't just look at the cost curves and project into the future. Tony Seba used to point to the falling cost of LIDAR to explain how autonomous vehicles would soon arrive, but today many question whether we even need LIDAR for autonomous vehicles. AI (specifically machine learning) is the critical factor for the development of autonomous vehicles and that has not happened according to a predictable curve. I think that it is important to listen to the roadblocks that the experts in the tech foresee, because not all roadblocks get solved along a smooth curve. One of the reasons why I'm skeptical about Seba's predictions about energy superabundance is because I don't think that wind energy is going to keep getting cheaper like solar and batteries, and we need wind to complement solar, because wind often blows when it isn't sunny and it is often sunny when there is no wind. We are going to have a hard time achieving energy superabundance if wind energy doesn't keep getting cheaper like PV solar. The second question which Simon Michaux raises is whether there are enough metal reserves to get to a low-carbon economy. While Michaux's calculations are totally wrong, because he makes calculations based on current tech, he still points to something important. Seba does need to pay attention to resource consumption when making his predictions about the future. We are going to have a copper shortage and aluminum isn't always an adequate replacement for copper. I'm skeptical that the R&D of brewing will happen like Seba predicts, but I don't know much about it, so I might be wrong. I would be interested in hearing what experts in the field think about Seba's predictions about brewing proteins to replace lifestock raising.
The old electric grid has about 140 per cent of generation! That extra 40 per cent was only used for the peaks! The rest of the time it was not generating. With over capacity with green energy, you keep generating but use it to make ammonia, desalination, recycle aluminium, steel lots of things. Very cheap electricity. You have to think outside you tunnel vision. EVs are a small part of the what has to be done!
Actually almost 80% of the total capacity built in the last 30 years is either peaker or frequency modulation assets. The most expensive part of the industry to operate, and the easiest for storage to disrupt. We are already seeing its effects in Australia now.
Very interesting talk, followed Tony's ideas for a good number of years and a lot of what he has described has happened and is happening. Solar, Wind and Battery is a game changer and the disruption of ICE tech would be more profound if it were not for the oil and gas giants lobbying and influencing policies around the world. Thanks Rob, thanks Tony great podcast, hopefully you will both do a followup!
As Tony says, ICE doesn’t stand a chance, solar energy is the cheapest form of electricity production in the history of mankind and getting cheaper by 10% per year, so juicing up an EV is going to be magnitudes cheaper than an ICE car and the performance of EV’s is magnitudes better than ICE
Sorry to be on such a downer, (man) but the AI is going to turn us all into paperclips so it's all futile, (man)! Apologiz if you're a woman/mutant abomination/whatever, ('man').
Seba's visualization of the phases of disruption is very helpful to understanding how the entire process works. And Seba is correct about the accelerating pace of the disruptive convergence of technologies.
He is completely wrong about EV's being computers on wheels any more than modern ICE vehicles being computers on wheels. All vehicles have become computers on wheels. There is no real difference. This is normal evolution
And yet none of the OEMs support anything as basic as an over the air update, descent remote connectivity, Google maps, and so on. IMO they pushed software to outside companies and are now not capable of shifting back to inhouse development let alone fast innovation.
@@MattCasters This is nothing special. Mickey Mouse micro controllers and all mobile phones have been doing this for years. This is one of the simplest changes to adopt. Doubt many cars cannot do this now
March 2023: Nuclear power capacity worldwide is increasing steadily, with about 60 reactors under construction. Most reactors on order or planned are in the Asian region, though there are major plans for new units in Russia. Significant further capacity is being created by plant upgrading. Plant lifetime extension programs are maintaining capacity, particularly in the USA. In the 2022 edition (WEO 2022), the IEA's 'Stated Policies Scenario' sees installed nuclear capacity growth of over 43% from 2020 to 2050 (reaching about 590 GWe). About 100 power reactors with a total gross capacity of about 100,000 MWe are on order or planned, and over 300 more are proposed.
In 1974 I worked for an aluminium company in Norway having worked for British Aluminium in Scotland. The cost of aluminium in Norway was a fraction of the cost to that in Scotland, but the cost of transport levelled the cost. Both countries used hydro power to generate the electricity to make the aluminium. Then came aluminium products from China ... game over.
The move to renewables is not just significant because it may save us from a climate catastrophy but because it may operate as a catalyst to social and political change via the mass liberation of people from dependency upon the institutions that currently provide the basic necessities of life. If we can solve the housing problem, (having to live as bonded/mortgaged laborcr in order to afford a house) then things will/may be even better! HOWEVER:- What are most of us going to do if AI and automation leave most of us with no jobs? Governments need to address this issue as much as they need to address climate change. Of course they are most unlikely to because as we all know, governments attract the wrong kinds of people and are habituated to and more interested in excercising power over others rather than considering what their rightfull role should be. Power corrupts and so many are in Government NOT because they wish to emancipate humanity but because they enjoy controlling it, for their own perverted and egotistical ends! We can only continue to live in hope!
Robert, it was three people/organisations that turned me from petrol to electricity over a decade ago. You (and fully charged), Tony Seba and VPRO from the Netherlands. The latter produced an amazing video that spanned solar, renewables, investment, vertically farming etc and I learned all I needed to know about how we have the opportunity to clean up our act and become sustainable. Geoff
Cows don't need farmable land. Keep eating animal products, best source and most absorbale utilizable protein, fats and vitamins. Vita A that's useable not beta carotene from plants, all B's, in raw parts of meat vita C so leave some pink inside your steak. Vita K2 in dairy, K1 in plants not very good. Vita D3 like in butter from grassfed and cod liver oil. D2 in plants is 2-3 times less potent. All the essential amino acids are in animal protein not all are in any individual plant source. Saturated fat, beneficial! Polyunsaturated fat inflammatory, regenerative farming practices, carbon sequestering wither with plants or raising of animals.
With all the doom and gloom about climate change it is also great to have a positive conversation about the possibilties and also that those possibilities are happening right now. Bring on the Solar Punk Future!
I need to remember the Amazon AWS analogy. One of the other bad arguments against solar I see regularly is “We build enough for summer, but what about winter?” No one would say “Amazon will build enough servers for regular business, but how could they possibly handle Christmas?”
Africa's gonna be the new Sunshine Nation, (man) and there's no need for the indiginous to waste money on suntan lotion, it's a win win situation for us niggaz! (For a change).
Excellent content! My compliments to addressing food as well. I know it's not the core focus of fully charged. But as the channel expands I love to see and hear more about the "land liberation" (which, imo, more importantly includes Animal liberation) that Tony Seba concludes with. The good news: you don't have to wait for 2025 - 2030. Fantastic plant-based foods already exist. As far as I understood the PF will """only""" mimic animal protein at lower cost.
Actually, the same technology that uses yeast to grow human insuline is now being developed to produce dairy and meat products, and recently read about using it to grow wood to whatever shape you want; this and other developments will free us from growing crops and raising livestock in large corporate farms, that are highly prone to bacterial outbreaks. Furthermore, the setup for vertical farming can easily be adapted to growing meat and dairy; likewise using far less water, energy, etc, in a safer and cleaner environment. Irregardless of the eventual impacts of A.I., automation, robotics, etc, the abundant renewable energy that will soon make energy virtually free, will transform the face of our global society to such a scale it will be hard to imagine it's impacts.
What can one say..? Utterly brilliant..? Tony Seba continues to astound me with his future predictions which are grounded in historical data. He's saying, this is the future if we don't stand in its way. Wow..!
What Tony Seba is not saying is the fattening of the grid 5 times (or 7times), including bigger central electric generation plants with an all electric world means massive costs. The central power system is stupid. Central Renewables and nuclear generation are both stupidly expensive. The existing grid is BOTH fragile and extremely expensive, $TRILLIONS for Australia. That is why the EV battery and rooftop solar PV and the existing national grid is so effective. Transmission and storage has minimal costs.
Great stuff, very enjoyable and eyeopening: and/but CHARGING INFRASTRUCTURE!!!! currently no-one in UK (outside scotland) seems to be taking a strategic view of this, everyone is doing their best, but for EVs to be for everyone that currently owns a car there needs to be a huge revolution in charging infrastructure and its hard to see this being acheived without either leadership from a Government or a LOT of transitional pain and wingeing
I got news for you. Gas stations did not exist when the Model T rolled of the line either. We used to have to buy fuel in 5 gallon jugs from a mercantile. Nor did highways or even paved roads. Demand creates supply, not the other way around. Our economists have had it arse backwards for the past 60 years. Nothing happens in our economy unless there is demand.
I'm concerned about artificial roadblocks preventing renewable energy adoption, and the lack of callout against them. Perhaps the most glaring is the forecourt charging rates (65 to 70p a kWh!) - set high enough that it is cheaper to run a petrol car than electric, even with high fuel cost and the intrinsic higher efficiency of electric propulsion. The people who are effected the most by this are those who live without off-street parking and must charge away from their dwelling. They are therefore likely to be less affluent and able to afford these costs, yet they are also the people in an urban setting where the clean air benefit is the greatest. There is something wrong here - I would expect a 30-50% premium for such a service, but not 3 to 4 times the electricity rate. It seems to be a deliberate attempt by the oil companies to perpetuate their business model, and no one seems to realize it.
To be fair there are various ways to not pay the premium at the charger. We have no way to home charge and are a low to middle income household but we went ev last year. With a subscription monthly payment which ran for five months plus one month free we paid £7.85pm, I think for that period. Now we pay for what we use with a discount ( sorry, can't remember the figures) and we still spend less than half of what we did on petrol. Our old car was thirteen years old and not so economical... The thing is we were only able to afford an ev by our car being written off after an accident and buying used. Used ev's, if you make the proper checks of the state of health of the battery, can be almost as good as new but still cost much less. Of course you have to know where to look and I only found out all about them and how to get one through discovering RUclips during lockdown! I would still be labouring under the old misapprehension otherwise! We all need to expand our horizons and think way outside the box like Tony Seba, who I had not heard of until this podcast. 👍👏
What about the problem of producing enough solar panels? Specifically there isnt enough silver. As we try to increase the production of solar panels we will very quickly consume the entire amount of silver mined eac year just for solar panels.
Very intesting stuff. Given a base of 5% fully EV cars sold last year doubling every 2 years would mean 10% 2025 20% 2027 40% 2029 and 80% by 2031.. by which time it is game over for fossil burning dinosaurs. Once oil refineries are not running at 100% capacity they become totally financially unstable. A new refinery costs so much to build that it takes over 25 years at 100% capacity just to pay back it's build costs. They cost the same to run to produce 75% as 100% or if running at 75% never make back the cost of building it. Presumably this will mean all oil production will be moved to low wage / safty standards eccononies? So we loose energy independance even more? I really hope someone with more than 4 working brain cells is looking at this? Certianly that excludes all elected politicals
I’m still watching all of the predictions Tony made 15 years ago and he is either spot on or ahead of his own predictions. As I see the price of solar continue to drop in even more enthusiastically looking forward to a home solar system for all of my needs including transportation
@william armstrong I've made the point elsewhere that there's a literal "power struggle" occuring, possibly a "Superpower" shift. . If "Petrodollar" based economies aren't running a parallel and fast expanding "green energy" economy very soon, they run the risk of economic relapse, possibly complete collapse. It's coming, and it's inevitable. . Look at countries like Morocco, "going large" on Solar. Considered "not first world"(?) until recently, but with potential to supply not only their own needs, but export to Europe and other parts of Africa. . What's the consequence of the Petrodollar countries recognising the looming collapse of their system? Ref Russia. (Note I haven't watched the last few minutes yet) Tony predicted the "Russian problem" 8 years ago. If you import food. If others don't want the energy type you sell to buy food, If a neighbour has means to grow food, If you believe you can "gain access" to that supply..... . Next question. What happens if a "Superpower" (mentioning no names) sees a similar path for their economy? Do they seek to "secure assets" elsewhere? Dangerous. . The geopolitical implications of this switch are as frightening as they are inevitable.
Tony Seba, represents a strand of Techno-Optimist thought, pretty disconnected from reality. For a more realistic vision of the probable future our own, Helen Thompson: Disorder Europe's Energy Reckoning is a better reference point...
The grid as energy storage? For example, Washington State sends electricity to California during summer, their peak use period - while California sends electricity to Washington State during winter, our peak use period. Is a smart grid cheaper than local battery storage?
There is a lot of desperate opposition and shady politicking going on at all levels to preserve grid monopolies worldwide. 2030 may be a bit optimistic, but eventually, it will happen. Some examples are clear that the transition is possible. For example, Putler's fascist attack on Ukraine has caused a huge shift in Europe with 3x investments in renewables when compared to the year before as governments pivot away from Russian blood oil and gas. In the transition, they have to buy more expensive LNG and even burn coal, but the shift aims squarely to renewables.
I had some trouble understanding what he was saying. Some visual aids such as graphs would have helped. Maybe you might be able to edit them in at a later time? Until then, the pdf you can get from that link appears to have all that. One thing I would change Solar, wind, and batteries (SWB) to Solar, wind, and storage (SWS). A lot of storage can be done with pumped water. Also, the batteries we use now can only hold their charge for a limited time, and also wear out and need to be replaced. Flow batteries promise to solve both problems, but are not grid scale yet. Also, I don't quite agree with "We will not need to impose a severe carbon tax on incumbent industries to force them to go clean", because the money from the tax could be evenly distributed to all adult residents who could use that money to go green. The pdf also seems to assume that our power grid is capable of transmitting any amount of power you want any distance you want. The reality is that the biggest problem right now in increasing our production of renewable energy is the hopelessly antiquated power grid which will take many decades to fix - there is no fast easy way to do this.
Seba focuses on the disruptive potential of technological advancements and the rapid adoption of renewables, Mark Mills The Last Optimist podcast underscores the physical, technical, and economic challenges inherent in this transition, suggesting a more gradual shift in the energy landscape.
Tony Seba is just brilliant, amazing how few people actually gets this. When I told people around me in 2013 that everyone would be driving electric vehicles in 2030 and EVs would be cheaper than fossils this year (2023) they would just laugh at me... look at what happened. I don't remember when I first heard Tony talk but he is always on point with great research, well done! Edit: RUclips knows, I first saw Tony back in 2017, time flies!
I am not sure about all his predictions bit sometimes things really move fast, like here in Latvia where I live we only had 40 MW of solar installed and analysts said well in the coming years every next year we will have 15-20 MW added more. Then came war in Ukraine and spike in gas prices which is how a good portion of electricity in Latvia is generated and there was 120 MW of solar added, with another 240 MW still in various stages of development, and the total projected amount for a few coming years is over 1GW which would exceed Latvia’s needed capacity in the solar generating period. Gas is now again way cheaper and it may prevent as fast build up of solar as projected, but electricity prices are still higher than they were pre-war and the more solar panels go up on the roof, the more people also install, neighbors etc. With EV adoption that also grows. Sometimes the S curve can happen just like that, of course in this case there were external factors same as with Norway’s EV adoption due to gas car taxes, but at a certain point when the price is right and cost of old solution becomes too high, it happens
The obvious thing to do with superpower is desalinate seawater and pump water up hill. Reservoirs do not need to be on rivers. They can be anywhere that is convenient. Also, all those oil workers could be put to work building pipelines for the water.
I understand and support Tony's idea of 'super power' through over production of renewables. I am however struggling to understand why a market system would build out wind and solar to 400% of demand for 11 months of the year without significant financial incentives. Falling renewable energy prices will surely curtail capacity build out. I am already seeing articles from the wind sector about falling contract prices, low government support (including windfall taxes) concluding that the business model is unsustainable - despite crazy electricity costs.
Great conversations. I agree with the idea of building a system for winter so in summer you have more than enough. I think car makers need to re-think the design of a car so they are even more efficient. Most people don't really need a big suv, a smaller car would need less battery resources. For the odd family road trip a roof pod and rear bike rack / smart trailer would be handy.
As I read your post, a line from a song popped into my head. . Vincent. Don McLean. "They would not listen, they did not know how. Perhaps they'll listen now?" . Then later, the worst case scenario for the incumbents. . "They would not listen, they're not listening still. Perhaps they never will?" . The clock is ticking.
Toni taught me about disruption in 2014 when most people laughed at his theories. I saw his use of cost curves could be applied to investing in disruptive technology. He is my hero and a legend. Has been life changing and rewarding to find those winners and watch the exponential growth even before the tipping point is reached. Funny thing is how most people just can't comprehend disruption and exponential growth even as they see it happening around them. Love your shows, great work and keep disrupting main stream media with guests like Toni.
Science explains why we do not see it happening. The human species is a behavioral byproduct of environmental influences. And everything in our past has been local and linear. We do not think exponentially. Everything in our lives up to this point has been A B C or 1 2 3 . We fail to comprehend exponential sequences. Our brain does not comprehend that if you double a number 30 times, its a 1.037 billion fold improvement.
I’ve noticed a lot of critics and anxiety saying we can’t scale up solar because it takes energy to make the panels, or because we don’t have enough materials, and it’s such nonsense. The energy footprint to make a solar panel is about one year of its power output (that’s counting a real-world capacity factor of 20% or so), so they easily pay for themselves there. And solar panels are very simple. There’s an idea that they’re made of rare, exotic materials, but they’re not. They’re just spicy windows - a pane of glass with an aluminum/plastic frame, some wiring, and a thin silicon wafer (silicon is the second most common element on Earth) with a little doping of not-super-rare elements like boron. The most expensive material by far is the silver in the wire - about $20 worth in a panel. And there are no moving parts and no chemical reactions, so there’s very little to go wrong. Modern panels degrade about 0.3-0.5%/year. They’ll still be working a hundred years from now. This is SO vulnerable to economies of scale, both in manufacturing and deployment! With that in mind, it’s hard to see how solar wouldn’t come to dominate our energy. Tony Seba’s GOD (generation on demand) model blew my mind with its clarity. Solar will become so cheap that it’s cheaper just to install solar locally than transmit energy over a complex, expensive centralized grid. It will be cheaper to just add more solar panels than to add storage much of the time. They idea of paying for electricity as a service will fall apart - and with it, all the “necessary” base load power. Base load is already struggling, because we’re hitting points where solar drives grid cost to zero regularly. Base load can’t dial down, so they’re paying for the coal to make electricity they can’t sell, can barely even give away. As Tony points out, this breaks the economic model well before total replacement - it just hurries the transformation along.
I should add here that GOD energy with effectively zero cost leads to industrial uses that follow the supply curve. Another one of those “We’ve always done it this way, so doing otherwise must be impossible” things is the idea that industrial processes require 24/7 energy. A lot of things, like chemical fuel synthesis (green hydrogen, ammonia, hydrocarbons) and (yay!) carbon capture could be done with available energy, dialed down when it’s not there. The market will encourage this. GOD energy will create whole new industries, just as powered transportation did, and the internet did.
@49:45 among people who control their property (rent/lease a physical piece of land vs just rooms in a larger building) I think solar adoption is happening fastest among the poorest cohort. The trailer parks near where I live are absolutely covered in solar panels, most of them leaning against buildings or screwed to bits of wood on roofs... These aren't new panels, and the installs certainly aren't permitted, but the residents aren't paying for electricity when the sun is shining 👍
They will have to compete on price. They can't just have any margins they want even if there isn't much competition. Solar panels will be do cheap to make that energy companies wont be able to limit supply of energy to keep profits up. Price of electricity must fall as a result
In the winter you can still transport electricity from places on or over the equator. This is a quite vulnerable though. I think we also need some long term storage, for example aluminum powder, or synthetic kerosene (kerosene made from: air, water, and clean electricity).
His SWB predictions are becoming our Australian reality with the penetration of rooftop solar and it's interesting watching the energy companies trying to deal with it - at the moment curtailing excess production, but more recently in NSW, energy companies are designing tariffs around a two way flow from homes to grid. Naturally, some media are calling this a 'solar tax' in an attempt to slow the change and are no doubt funded by those with vested interests in staying with the old system. if these new tariffs do come into effect and the cost of batteries continues to fall, then this will just accelerate the SWB reality as we all store our midday production and either use or sell it to the grid after 4pm.
Raw materials, infrastructure and production capacities are limitting factors. Even in 2040...2050 new ICE cars will be sold in Russia, parts of China, Africa and South America.
The commentary on phase change disruption is, I think, at the heart of why our commercial utilities find it inconceivable that distributed generation could replace central generation. They think building several square miles of PV as a substitute for generation facilities is progressive on their part even though its a one for one substitution. The software exists for coordination of thousands of generation sources, but they are still thinking about how hard it is to do a black start of an interconnect. The current technology makes it trivial, but they don't seem to see that yet.
Look up Uruguay , a very forward thinking country. The whole country now regularly runs at 98% renewable. It will be interesting to see if Tony Sebas predictions of prosperity to the economy apply there? Surely this should be the aim for the UK , so instead of closing down heavy industry (British Steel?) we can supply cheap clean electricity to them at a highly competitive cost , to bring our manufacturing base back. We have allowed so much to go overseas in the last 30 years. ...
Another dial mover is how socially people will be living. Purpose built community housing that incorporates some own food production, wellness and life long learning etc that are off grid for Energy, Water and Waste is a way to reduce the stress of daily life by having affordable living maximizing local resources and re investing into local jobs that are non polluting!
You can ditch that idea of jobs. MOST of the labor as we have known it for centuries will disappear over the same time period as Tony's projections. Labor is adverse to productivity and efficiency in the digital autonomous era we are entering. Working to overcome scarcity is no longer necessary, and scientifically reprehensible. Autonomy, mastery of skills, and a greater purpose to ones life is all that is necessary to maintain a motivated society.
RONDO HEAT BATTERY is a brilliant new heat storage technology with no mechanical parts. Water heating, area heating, industrial heating,.....😊 Heat pump for cooling only.
Australia has 20million vehicles and 1million new each year. 20years to 100% EV or BV. But dominant segment in a few years. BVs oversized battery parked 23hrs every day and with V2G will be very popular in car park space with a $60 wall outlet. Selfplug-in V2G trickle currents all day long just like the home robotic vacuum cleaner selfparking. 👌 😊
Thanks Robert for this brilliant chat with Tony. Like you I have followed Tony Seba's lectures and presentations on the clean energy and transportation disruption for years. Tony uses facts and stats to demonstrate our rapid transformation to clean transport and energy which is most uncomfortable for the legacy industries that either choose to ignore the inevitable or spend millions on lobbying governments to prevent it.(eg: Toyota and Oil and Gas giants). Wonderful insights. You must get Tony back again soon. Cheers
Technology may have advanced enough to release civilization from the confines of the second law of thermodynamics. These confines were imposed during Victorian England's scientific and religious cultural fascination with steam engines. The second law is behind modern refgeration needing electrical energy to compress the refrigerent to force it to release as waste the heat that it has removed from the refrigerator's service interior in the cooling part of the refrigerent's circulation. There is also discarded heat from mechanical friction and electrical resistance. Refrigeration by the principle that energy is conserved should produce electricity instead of consuming it. It makes more sense that refrigerators should yield electricity because energy is widely known to change form with no ultimate path of energy gain or loss being found. Therefore any form of fully recyclable energy can be cycled endlessly in any quantity. In an extreme case senario, full heat recycling, all electric, very isolated underground, undersea, or space communities would be highly survivable with self sufficient EMP resistant LED light banks, automated vertical farms, thaw resistant frozen food storehouses, factories, dwellings, and self contained elevators and horizontal transports. In a flourishing civillization senario, small self sufficient electric or cooling devices of many kinds and styles like lamps smartphones, hotplates, water heaters, cooler chests, fans, radios, TVs, cameras, security devices. power hand tools, pumps, and personal transports, would be available for immediate use incrementally anywhere as people see fit. Equipment groups would be on local networks. If a high majority thinks our civilization should geoengineer gigatons or teratons of carbon dioxide out of our etnvironment, instalations using devices that convert ambient heat into electricity can hypothetically be scaled up do it with a choice of comsequences including many beneficial ones. Energy sensible refrigerators that absorb heat and yield electricity would complement computers as computing consumes electricity land yields heat. Computing would be free. Chips could have energy recycling built in. A simple rectifier crystal can, iust short of a replicatable long term demonstration of a powerful prototype, almost certainly filter the random thermal motioren of electrons or discrete positiive charged voids called holes so the electric current flowing in one direction predominates. At low system voltage a filtrate of one polarity predominates only a little but there is always usable electrical power derived from the source, which is Johnson Nyquest thermal electrical noise. This net electrical filtrate can be aggregated in a group of separate diodes in consistent alignment parallel creating widely scalable electrical power. The maximum energy is converted from ambient heat to productive electricity when the electrical load is matched to the array impeadence. Matched impeadence output (watts) is k (Boltzman's constant, 1.38^-23, times T (tempeature Kelvin) times bandwidth (0 Hz to a natural limit ~2 THz @ 290 K) times rectification halving and nanowatt power level rectification efficiency times the number of diodes in the array. For reference, there are a billion cells of 1000 square nanometer area each per square millimeter, 100 billion per square centimeter. Order is imposed on the random thermal motion of electrons by the structual orderlyness of a diode array made of diodes made within a slab: ______________________ - Out 🔻🔻🔻🔻🔻🔻🔻 ______________________ + Out All the P type semiconductor anodes abut a metal conductive plane deposited on the top face of the slab with nonrectifying joins; all the N type semiconductor cathodes abut the bottom face. As the polarity filtered electrical energy is exported, the amount of thermal energy in the group of diodes decreases. This group cooling will draw heat in from the surrounding ambient heat at a rate depending on the filtering rate and thermal resistance between the group and ambient gas, liquid, or solid warmer than absolute zero. There is a lot of ambient heat on our planet, more in equatorial dry desert summer days and less in polar desert winter nights. Focusing on explaining the electronic behavior of one composition of simple diode, a near flawless crystal of silicon is modified by implanting a small amount of phosphorus (N type)on one side from a ohmic contact end to a junction where the additive is suddenly and completely changed to boron (P type) with minimal disturbance of the crystal lattice. The crystal then continues to another ohmic contact. A region of high electrical resistance forms at the junction in this type of diode when the phosphorous near the ĵunction donates electrons that are free to move elsewhere while leaving phosphorus ions held in the crystal while the boron ions donate holes which are similalarly free to move. The two types of mobile charges mutually clear each other away near the junction leaving little electrical conductivity. An equlibrium width of this region is settled between the phosphorus, boron, electrons, and holes. Thermal noise is beyond steady state equlibrium. Thermal noise transients, where mobile electrons move from the phosphorus added side to the boron added side ride transient extra conductivity so the forward moving electrons are preferentally filtered into the external circuit. Electrons are units of electric current. They lose their thermal energy of motion and gain electromotive force, another name for voltage, as they transition between the junction and the array electrical tap. Inside the diode, heat is absorbed: outside the diode, an attached electrical circuit is energized. Understanding diodes is one way to become convinced that Johnson Nyquest thermal electrical noise can be rectified and aggregated. Self assembling development teams may find many ways to accomplish this wide mission. Taxonomically there should be many ways ways to convert heat directly into electricity. A practical device may use an array of Au needles in a SiO2 matrix abutting N type GaAs. These were made in the 1970s when registration technology was poor so it was easier to fabricate arrays and select one diode than just make one diode. There are other plausible breeches of the second law of thermodynamics. Hopefully a lot of people will join in expanding the breech. Please share the successes or setbacks of your efforts. These devices would probably become segmented commodities sold with minimal margin over supply cost. They would be manufactured by advanced automation that does not need financial incentive. Applicable best practices would be adopted. Business details would be open public knowledge. Associated people should move as negotiated and freely and honestly talk. Commerce would be a planetary scale unified conglomerate of diverse local cooperatives. There is no need of wealth extracting top commanders. We do not need often token philanthropy from the top if the wide majority can afford to be generous. Aloha Charles M Brown Kilauea Kauai Hawaii 96754
Another very thought Provoking discussion involving Tony Seba, TBH I have heard most of this from Tony before but that is no reason not to go over it again. The majority of the world are not aware of these ideas. Tony predicted the rise of electric vehicles and large automotive makers laughed. Now Tesla is showing how these ideas move from theory to reality and the large OEMs are clearly struggling. A cleaner transport system is a worthwhile goal Thank you Robert for helping to bring such ideas out in to the open.
What do I do with all my excess energy generation? The utility won’t pay me for it. I’ve stored as much as I can use over a couple days. Make ice? Distill and sell water? Indoor grow operation?
Share it with your neighbors. Get them hooked on your cheap energy and widen your net. Have them drop by with the batteries they need charged up ... Just think outside the box.
That is the installation costs. The marginal costs are the costs that are incurred in its daily operations. The existing infrastructure is ALL high marginal cost. They have to keep buying fuel for them. There is a mountain of manpower that is necessary in order to keep that supply chain functioning, as well as over seeing and maintaining the steam plants etc that require constant monitoring. All of those costs are marginal costs. Solar and batteries? Are bricks. They sit there with little to no human intervention. Even cleaning panels today is already being automated to maximize daily efficiency. They can be controlled remotely from a centralized control. Wind does require maintenance, but a 4 man crew can oversee 100 turbines with easy. Often as different locations even. No fuel costs. In about 7 years time its going to reach a point where costs and technologies are going to hit a point where it is cheaper for the consumer of energy to be self sufficient, than what the Utilities charge in service charges for the pleasure of being part of their billing system, before the actual costs of the energy are added to the bill. GOD Parity. We are already past grid parity in 90% of the world now.
@@davefroman4700 cool. Thanks. And I guess install cost if cheaper than instal/build more nuclear, gas power stations, etc.. Issue with this…. What are all of those thousands of people working on those industries going to work on? (Farming, energy, etc…), if will need a lot less people for these?? 🤔🤔 never a perfect solution… but agree will need to do big things, quick…
Finally two of my favorite people have a conversation! Why did it take so long?? Everyone please learn from Tony Seba and his presentation of indisputable facts which he presents in a clear and concise way that is easy for everyone to understand. Thank you for this episode.
Perfect timing by that magpie 😂😂❤❤. I don't know how you can stay calm with these Diesel delivery trucks. I'm really jealous. I regularly flip out, i know that's not helping, but i do...
Can't get enough of Tony Seba!
Oh, I can. He tends to forget that the future is not evenly distributed. The car was 10x better than the horse, and never spread cholera. Electric trade vans can barely go 100 km trips in deep cold.
Same here 😮
@@RandyTWesterdream on chummy chum! You speak of yesterday maybe today, you can’t grasp that Electric Vans will only get better, not sit in permanent pause! Grow up please and spout your denial elsewhere please!
Tony is a modern day Oracle
God, I hope so.
Fascinating interview - looking forward to hearing more from Tony in future episodes.
Robert, nice to see you like Rock & Roll!!... Having......
Tony Siba!!!!! An absolute Rock Star!!
Nice podcast ! Thank you.
Unfortunately, unlimited energy also has a downside. A recent study predicts that warming from waste heat will become a bigger contributor to global warming than the greenhouse effect. So if that is true, unless we can get rid of the excess heat, the only option for long term survival seems to be using less energy.
I watch/listen on RUclips exclusively. I like to see your faces. But I will obviously still listen. Thank you for the heads up, too, Robert.
Thanks Robert & Tony! Because listening you too lads early on i am financially freeeeeeeeeeeeeeeeeeeeeeeeeee
Smart man. Loved his talk years ago.
Things happen quickly once the ball starts rolling.
We need more visionaries like Tony
Tony Seba's insights are always fascinating, and his record of predictions are just incredible. As a person who was born in 1960s GB it is incredible to look at what has changed in just 60 years. To be living through the transition to EVs, solar and other clean energy is fascinating. Great interview, again!
Thanks Robert. That was the podcast many of us wanted to hear. This should be required listening for our politicians . I made my MP aware of RethinkX a year ago . Hopefully market forces will succeed where protest hasn't so far.
Hey Philip - I ALSO wrote to my MP some years ago urging him to listen to Seba, and invite Seba to present to the UK parliament. (My letter seems to have been totally ignored.)
@@brunosmith6925 Hi Bruno, Initially I got a stock reply from my MP's researcher saying how wonderful gov policy was. I replied that I wanted to know if my MP had read the rethinkX report for COP26. Amazingly a few weeks later he replied and had read it. He agreed with some areas but sceptical re TASS and precision fermentation. Pleased he read it .
Given the accelerating climate emergency, unrestrained capitalism, and the delays in getting carbon out of the air & oceans, it is urgent that carbon removal from the present ecosystem be done now, ahead of a full phase-out of carbon burning, eg, stop production & use of charcoal; transfer charcoal-making facilities to making biochar; incentivizing the quick-growing of carbon-containing crops like hemp, and the harvesting of forest dead-wood & other carbon waste, that would all be channeled into biochar production.
Biochar soil enrichment can store the carbon for hundreds of years while conserving & making soil more productive. This sequestration of carbon is done by pyrolysis which leaves the O2 still in the air. An added benefit of biochar occurs when carbon waste is removed from active conversion via rotting to methane (a much more powerful GHG in the short run than CO2).
Congratulations on 200 episodes! Keep up the good work 👍
The way Tony thinks is so refreshing and and every time I hear him talk it generates so much thought for me personally, Thanks for having him on your podcast.
Recent weather events here in New Zealand have resulted in significant power grid failures some of which may take weeks to rectify. We are now hearing news reports promoting 'micro grids' being an opportunity to add resilience to local electricity supply. Micro grids are local communities of consumer generators linking together and using their combined small scale generation to allow them to supply their own energy for at least short periods.
We have PV so are well aware of the strangle hold that our big power generation companies have on the adoption, growth and economic viability of distributed generation. When every news story about a power outage is accompanied by the usual chorus of EVs being to blame and that EVs will overwhelm the capacity of our national grid I find it curious that while NZ is incentivising EV purchases they are sitting on their hands when it comes to promotion or incentivisation of PV. It's almost as though they don't want to upset the big generators present monopoly!
Perhaps the present domestic crisis will provide some extra stimulus for the government to help the public and our power distribution system to put together a more resilient and equitable distributed generation framework. Here's hoping.
yeah another kiwi.
I live off grid.
The last week has been interesting
No power no petrol.
The second halve has massive implications for NZ and its dairy industry .
Govt is majority owner of Genesis, Mercury and Meridian, so they have a conflict of interest with pushing energy independence.
Or bring on fracking in NZ
@@jimsouthlondon7061 You're a bit slow on that front Jim. en.wikipedia.org/wiki/Fracking_in_New_Zealand
Now that Jacinda ,s gone you kiwi can get back to fracking
FINALLY somebody says it - the transition to renewables will unleash an “age of abundance”. I have been banging on about this for YEARS. This is the message we should be promoting, because it’s true! Not an age of less as the fossil fuel companies would have us believe.
I’d describe myself as fairly “green”, but even if I didn’t care one iota about the environment I’d still be hugely supportive of renewables. Why on earth would you *not* want to replace digging up fossil fuels with energy sources that will be forever available, clean, local and free to source?
Unless of course you own wealth in oil,pans gas, legacy auto and legacy energy companies….
Tony Seba is always stimulating, but I do think that there are reasons to be skeptical about some of his predictions. Some times the development of new technologies follows a smooth curve, but sometimes tech development stalls or happens in bursts and plateaus, and Seba often just follows the cost curve without asking it the technology, resources, capital and people are there to make it happen. So far lithium ion batteries and PV solar have followed a pretty steady cost curve, but it is notable how concentrated solar, wind, geothermal and tidal energies have not, and many would have predicted their their costs would have dropped like PV solar. Seba thought in his 2010 book that concentrated solar would boom in the future and it didn't.
10 years ago it looked like vanadium redox flow batteries were going to be the future of grid storage, but it is LFP batteries that ended up winning. 5 years ago, very few could have predicted that the future of automotive batteries lay in sodium ion, but it is looking increasingly likely today. I also doubt that many could have predicted that salt water flow batteries would be the future of grid storage, but that is what I think today. My point is that tech which looks promising doesn't always develop the way that we thought it would, so you can't just look at the cost curves and project into the future. Tony Seba used to point to the falling cost of LIDAR to explain how autonomous vehicles would soon arrive, but today many question whether we even need LIDAR for autonomous vehicles. AI (specifically machine learning) is the critical factor for the development of autonomous vehicles and that has not happened according to a predictable curve. I think that it is important to listen to the roadblocks that the experts in the tech foresee, because not all roadblocks get solved along a smooth curve.
One of the reasons why I'm skeptical about Seba's predictions about energy superabundance is because I don't think that wind energy is going to keep getting cheaper like solar and batteries, and we need wind to complement solar, because wind often blows when it isn't sunny and it is often sunny when there is no wind. We are going to have a hard time achieving energy superabundance if wind energy doesn't keep getting cheaper like PV solar. The second question which Simon Michaux raises is whether there are enough metal reserves to get to a low-carbon economy. While Michaux's calculations are totally wrong, because he makes calculations based on current tech, he still points to something important. Seba does need to pay attention to resource consumption when making his predictions about the future. We are going to have a copper shortage and aluminum isn't always an adequate replacement for copper.
I'm skeptical that the R&D of brewing will happen like Seba predicts, but I don't know much about it, so I might be wrong. I would be interested in hearing what experts in the field think about Seba's predictions about brewing proteins to replace lifestock raising.
The old electric grid has about 140 per cent of generation! That extra 40 per cent was only used for the peaks! The rest of the time it was not generating. With over capacity with green energy, you keep generating but use it to make ammonia, desalination, recycle aluminium, steel lots of things. Very cheap electricity. You have to think outside you tunnel vision. EVs are a small part of the what has to be done!
Actually almost 80% of the total capacity built in the last 30 years is either peaker or frequency modulation assets. The most expensive part of the industry to operate, and the easiest for storage to disrupt. We are already seeing its effects in Australia now.
Excellent podcast! Like Tony said in the end, please don’t let five years go by before he comes on the show again!
It'll be over by then anyway.
Tony has always been my inspiration that lead me to believe in what Elon is doing, but there is so much more. i need to open my mind.
Best show ever, thanks Robert and Tony
Legacy Auto is dead like a mouse. I am a simple man but most likely right.
Hell, yeah
Very interesting talk, followed Tony's ideas for a good number of years and a lot of what he has described has happened and is happening. Solar, Wind and Battery is a game changer and the disruption of ICE tech would be more profound if it were not for the oil and gas giants lobbying and influencing policies around the world. Thanks Rob, thanks Tony great podcast, hopefully you will both do a followup!
As Tony says, ICE doesn’t stand a chance, solar energy is the cheapest form of electricity production in the history of mankind and getting cheaper by 10% per year, so juicing up an EV is going to be magnitudes cheaper than an ICE car and the performance of EV’s is magnitudes better than ICE
Mind blown! Wow, the hope meter ticked up a notch. I could listen to his ideas all day, hope you have him on again soon.
Sorry to be on such a downer, (man) but the AI is going to turn us all into paperclips so it's all futile, (man)! Apologiz if you're a woman/mutant abomination/whatever, ('man').
Seba's visualization of the phases of disruption is very helpful to understanding how the entire process works. And Seba is correct about the accelerating pace of the disruptive convergence of technologies.
He is completely wrong about EV's being computers on wheels any more than modern ICE vehicles being computers on wheels. All vehicles have become computers on wheels. There is no real difference. This is normal evolution
And yet none of the OEMs support anything as basic as an over the air update, descent remote connectivity, Google maps, and so on. IMO they pushed software to outside companies and are now not capable of shifting back to inhouse development let alone fast innovation.
@@MattCasters This is nothing special. Mickey Mouse micro controllers and all mobile phones have been doing this for years. This is one of the simplest changes to adopt. Doubt many cars cannot do this now
March 2023: Nuclear power capacity worldwide is increasing steadily, with about 60 reactors under construction.
Most reactors on order or planned are in the Asian region, though there are major plans for new units in Russia.
Significant further capacity is being created by plant upgrading.
Plant lifetime extension programs are maintaining capacity, particularly in the USA. In the 2022 edition (WEO 2022), the IEA's 'Stated Policies Scenario' sees installed nuclear capacity growth of over 43% from 2020 to 2050 (reaching about 590 GWe). About 100 power reactors with a total gross capacity of about 100,000 MWe are on order or planned, and over 300 more are proposed.
In 1974 I worked for an aluminium company in Norway having worked for British Aluminium in Scotland. The cost of aluminium in Norway was a fraction of the cost to that in Scotland, but the cost of transport levelled the cost. Both countries used hydro power to generate the electricity to make the aluminium. Then came aluminium products from China ... game over.
The move to renewables is not just significant because it may save us from a climate catastrophy but because it may operate as a catalyst to social and political change via the mass liberation of people from dependency upon the institutions that currently provide the basic necessities of life. If we can solve the housing problem, (having to live as bonded/mortgaged laborcr in order to afford a house) then things will/may be even better!
HOWEVER:-
What are most of us going to do if AI and automation leave most of us with no jobs?
Governments need to address this issue as much as they need to address climate change. Of course they are most unlikely to because as we all know, governments attract the wrong kinds of people and are habituated to and more interested in excercising power over others rather than considering what their rightfull role should be.
Power corrupts and so many are in Government NOT because they wish to emancipate humanity but because they enjoy controlling it, for their own perverted and egotistical ends!
We can only continue to live in hope!
Sixty-plus percent of energy generation and use in Iowa is from wind today.
How is electricity stored between production and usage ?
@@pauld3327 MidAmerican Energy is experimenting with batteries.
I look forward to this podcast every week.
Robert, it was three people/organisations that turned me from petrol to electricity over a decade ago. You (and fully charged), Tony Seba and VPRO from the Netherlands. The latter produced an amazing video that spanned solar, renewables, investment, vertically farming etc and I learned all I needed to know about how we have the opportunity to clean up our act and become sustainable. Geoff
Cows don't need farmable land. Keep eating animal products, best source and most absorbale utilizable protein, fats and vitamins. Vita A that's useable not beta carotene from plants, all B's, in raw parts of meat vita C so leave some pink inside your steak. Vita K2 in dairy, K1 in plants not very good. Vita D3 like in butter from grassfed and cod liver oil. D2 in plants is 2-3 times less potent. All the essential amino acids are in animal protein not all are in any individual plant source. Saturated fat, beneficial! Polyunsaturated fat inflammatory, regenerative farming practices, carbon sequestering wither with plants or raising of animals.
With all the doom and gloom about climate change it is also great to have a positive conversation about the possibilties and also that those possibilities are happening right now. Bring on the Solar Punk Future!
I need to remember the Amazon AWS analogy. One of the other bad arguments against solar I see regularly is “We build enough for summer, but what about winter?” No one would say “Amazon will build enough servers for regular business, but how could they possibly handle Christmas?”
It’s well worth watching all RethinkX videos. Very eye opening.
Africa's gonna be the new Sunshine Nation, (man) and there's no need for the indiginous to waste money on suntan lotion, it's a win win situation for us niggaz! (For a change).
Excellent content! My compliments to addressing food as well. I know it's not the core focus of fully charged. But as the channel expands I love to see and hear more about the "land liberation" (which, imo, more importantly includes Animal liberation) that Tony Seba concludes with.
The good news: you don't have to wait for 2025 - 2030. Fantastic plant-based foods already exist. As far as I understood the PF will """only""" mimic animal protein at lower cost.
Actually, the same technology that uses yeast to grow human insuline is now being developed to produce dairy and meat products, and recently read about using it to grow wood to whatever shape you want; this and other developments will free us from growing crops and raising livestock in large corporate farms, that are highly prone to bacterial outbreaks. Furthermore, the setup for vertical farming can easily be adapted to growing meat and dairy; likewise using far less water, energy, etc, in a safer and cleaner environment.
Irregardless of the eventual impacts of A.I., automation, robotics, etc, the abundant renewable energy that will soon make energy virtually free, will transform the face of our global society to such a scale it will be hard to imagine it's impacts.
Tony Seba opened up my mind to a whole lot of hope and showed me the way forward.
What can one say..? Utterly brilliant..? Tony Seba continues to astound me with his future predictions which are grounded in historical data. He's saying, this is the future if we don't stand in its way. Wow..!
What Tony Seba is not saying is the fattening of the grid 5 times (or 7times), including bigger central electric generation plants with an all electric world means massive costs.
The central power system is stupid.
Central Renewables and nuclear generation are both stupidly expensive.
The existing grid is BOTH fragile and extremely expensive, $TRILLIONS for Australia.
That is why the EV battery and rooftop solar PV and the existing national grid is so effective.
Transmission and storage has minimal costs.
Great stuff, very enjoyable and eyeopening:
and/but
CHARGING INFRASTRUCTURE!!!!
currently no-one in UK (outside scotland) seems to be taking a strategic view of this, everyone is doing their best, but for EVs to be for everyone that currently owns a car there needs to be a huge revolution in charging infrastructure and its hard to see this being acheived without either leadership from a Government or a LOT of transitional pain and wingeing
I got news for you. Gas stations did not exist when the Model T rolled of the line either. We used to have to buy fuel in 5 gallon jugs from a mercantile. Nor did highways or even paved roads. Demand creates supply, not the other way around. Our economists have had it arse backwards for the past 60 years. Nothing happens in our economy unless there is demand.
I'm concerned about artificial roadblocks preventing renewable energy adoption, and the lack of callout against them. Perhaps the most glaring is the forecourt charging rates (65 to 70p a kWh!) - set high enough that it is cheaper to run a petrol car than electric, even with high fuel cost and the intrinsic higher efficiency of electric propulsion. The people who are effected the most by this are those who live without off-street parking and must charge away from their dwelling. They are therefore likely to be less affluent and able to afford these costs, yet they are also the people in an urban setting where the clean air benefit is the greatest. There is something wrong here - I would expect a 30-50% premium for such a service, but not 3 to 4 times the electricity rate. It seems to be a deliberate attempt by the oil companies to perpetuate their business model, and no one seems to realize it.
To be fair there are various ways to not pay the premium at the charger.
We have no way to home charge and are a low to middle income household but we went ev last year.
With a subscription monthly payment which ran for five months plus one month free we paid £7.85pm, I think for that period. Now we pay for what we use with a discount ( sorry, can't remember the figures) and we still spend less than half of what we did on petrol.
Our old car was thirteen years old and not so economical... The thing is we were only able to afford an ev by our car being written off after an accident and buying used.
Used ev's, if you make the proper checks of the state of health of the battery, can be almost as good as new but still cost much less.
Of course you have to know where to look and I only found out all about them and how to get one through discovering RUclips during lockdown! I would still be labouring under the old misapprehension otherwise!
We all need to expand our horizons and think way outside the box like Tony Seba, who I had not heard of until this podcast. 👍👏
What about the problem of producing enough solar panels? Specifically there isnt enough silver. As we try to increase the production of solar panels we will very quickly consume the entire amount of silver mined eac year just for solar panels.
It is highly likely prices will rise again.
Wind energy is facing the same problem.
Very intesting stuff. Given a base of 5% fully EV cars sold last year doubling every 2 years would mean 10% 2025 20% 2027 40% 2029 and 80% by 2031.. by which time it is game over for fossil burning dinosaurs.
Once oil refineries are not running at 100% capacity they become totally financially unstable. A new refinery costs so much to build that it takes over 25 years at 100% capacity just to pay back it's build costs. They cost the same to run to produce 75% as 100% or if running at 75% never make back the cost of building it.
Presumably this will mean all oil production will be moved to low wage / safty standards eccononies? So we loose energy independance even more? I really hope someone with more than 4 working brain cells is looking at this? Certianly that excludes all elected politicals
I’m still watching all of the predictions Tony made 15 years ago and he is either spot on or ahead of his own predictions. As I see the price of solar continue to drop in even more enthusiastically looking forward to a home solar system for all of my needs including transportation
@william armstrong
I've made the point elsewhere that there's a literal "power struggle" occuring, possibly a "Superpower" shift.
.
If "Petrodollar" based economies aren't running a parallel and fast expanding "green energy" economy very soon, they run the risk of economic relapse, possibly complete collapse.
It's coming, and it's inevitable.
.
Look at countries like Morocco, "going large" on Solar.
Considered "not first world"(?) until recently, but with potential to supply not only their own needs, but export to Europe and other parts of Africa.
.
What's the consequence of the Petrodollar countries recognising the looming collapse of their system?
Ref Russia.
(Note I haven't watched the last few minutes yet)
Tony predicted the "Russian problem" 8 years ago.
If you import food.
If others don't want the energy type you sell to buy food,
If a neighbour has means to grow food,
If you believe you can "gain access" to that supply.....
.
Next question.
What happens if a "Superpower" (mentioning no names) sees a similar path for their economy? Do they seek to "secure assets" elsewhere?
Dangerous.
.
The geopolitical implications of this switch are as frightening as they are inevitable.
Re "Doubling"
We should note that EV sales accounted for *15 percent* of the global market in Q3 2022.
most elected politicians, not all...
Tony Seba, represents a strand of Techno-Optimist thought, pretty disconnected from reality. For a more realistic vision of the probable future our own, Helen Thompson: Disorder Europe's Energy Reckoning is a better reference point...
1:03:13 but what about carbohydrates?? Still will have to grow them…? It’s not just a about proteins.
The grid as energy storage? For example, Washington State sends electricity to California during summer, their peak use period - while California sends electricity to Washington State during winter, our peak use period. Is a smart grid cheaper than local battery storage?
There is a lot of desperate opposition and shady politicking going on at all levels to preserve grid monopolies worldwide. 2030 may be a bit optimistic, but eventually, it will happen. Some examples are clear that the transition is possible. For example, Putler's fascist attack on Ukraine has caused a huge shift in Europe with 3x investments in renewables when compared to the year before as governments pivot away from Russian blood oil and gas. In the transition, they have to buy more expensive LNG and even burn coal, but the shift aims squarely to renewables.
I had some trouble understanding what he was saying. Some visual aids such as graphs would have helped. Maybe you might be able to edit them in at a later time? Until then, the pdf you can get from that link appears to have all that.
One thing I would change Solar, wind, and batteries (SWB) to Solar, wind, and storage (SWS). A lot of storage can be done with pumped water. Also, the batteries we use now can only hold their charge for a limited time, and also wear out and need to be replaced. Flow batteries promise to solve both problems, but are not grid scale yet.
Also, I don't quite agree with "We will not need to impose a severe carbon tax on incumbent industries to force them to go clean", because the money from the tax could be evenly distributed to all adult residents who could use that money to go green.
The pdf also seems to assume that our power grid is capable of transmitting any amount of power you want any distance you want. The reality is that the biggest problem right now in increasing our production of renewable energy is the hopelessly antiquated power grid which will take many decades to fix - there is no fast easy way to do this.
Seba focuses on the disruptive potential of technological advancements and the rapid adoption of renewables, Mark Mills The Last Optimist podcast underscores the physical, technical, and economic challenges inherent in this transition, suggesting a more gradual shift in the energy landscape.
Tony Seba is just brilliant, amazing how few people actually gets this. When I told people around me in 2013 that everyone would be driving electric vehicles in 2030 and EVs would be cheaper than fossils this year (2023) they would just laugh at me... look at what happened.
I don't remember when I first heard Tony talk but he is always on point with great research, well done!
Edit: RUclips knows, I first saw Tony back in 2017, time flies!
We are still laughing at him :) Solar and wind will not work past 20% to 30% of grid.
@@shawnnoyes4620 ? Denmark is at 60% wind + solar 🤦♂️
@@Arpedk And has one of the highest prices per kWh in the world.
@@Arpedk ... and depending on the Swedish and Norwegian grid if the wind stops blowing. 😏
I am not sure about all his predictions bit sometimes things really move fast, like here in Latvia where I live we only had 40 MW of solar installed and analysts said well in the coming years every next year we will have 15-20 MW added more. Then came war in Ukraine and spike in gas prices which is how a good portion of electricity in Latvia is generated and there was 120 MW of solar added, with another 240 MW still in various stages of development, and the total projected amount for a few coming years is over 1GW which would exceed Latvia’s needed capacity in the solar generating period.
Gas is now again way cheaper and it may prevent as fast build up of solar as projected, but electricity prices are still higher than they were pre-war and the more solar panels go up on the roof, the more people also install, neighbors etc. With EV adoption that also grows. Sometimes the S curve can happen just like that, of course in this case there were external factors same as with Norway’s EV adoption due to gas car taxes, but at a certain point when the price is right and cost of old solution becomes too high, it happens
The obvious thing to do with superpower is desalinate seawater and pump water up hill. Reservoirs do not need to be on rivers. They can be anywhere that is convenient. Also, all those oil workers could be put to work building pipelines for the water.
I understand and support Tony's idea of 'super power' through over production of renewables. I am however struggling to understand why a market system would build out wind and solar to 400% of demand for 11 months of the year without significant financial incentives. Falling renewable energy prices will surely curtail capacity build out. I am already seeing articles from the wind sector about falling contract prices, low government support (including windfall taxes) concluding that the business model is unsustainable - despite crazy electricity costs.
TONY IN THE HOUSE!
Great conversations. I agree with the idea of building a system for winter so in summer you have more than enough. I think car makers need to re-think the design of a car so they are even more efficient. Most people don't really need a big suv, a smaller car would need less battery resources. For the odd family road trip a roof pod and rear bike rack / smart trailer would be handy.
Autonomy satisfies those requirements.
it's not really the "size" per se the issue, it's the design: Tesla's, Hyundai Ioniq's original design or Ioniq 6, have what is needed: aerodynamics.
Autonomy will negate the need of ownership for 80% of the population. At 1/10th the cost.
Unlike Elon Musk, Tony’s genius is remarkably below the mass media radar.
No video? Well, we all know what color tie Tony was wearing....
🌈
Great interview 👍
Takes some balls to go to a trillion dollar oil company and tell them they are going to have to find new jobs in a couple of years!
As I read your post, a line from a song popped into my head.
.
Vincent. Don McLean.
"They would not listen, they did not know how.
Perhaps they'll listen now?"
.
Then later, the worst case scenario for the incumbents.
.
"They would not listen, they're not listening still.
Perhaps they never will?"
.
The clock is ticking.
@@rogerstarkey5390 I don't know the song, but it's a familiar paradigm!
@@ahaveland
Worth a listen
I cannot tire listening to Tony
Toni taught me about disruption in 2014 when most people laughed at his theories. I saw his use of cost curves could be applied to investing in disruptive technology. He is my hero and a legend. Has been life changing and rewarding to find those winners and watch the exponential growth even before the tipping point is reached.
Funny thing is how most people just can't comprehend disruption and exponential growth even as they see it happening around them.
Love your shows, great work and keep disrupting main stream media with guests like Toni.
Science explains why we do not see it happening. The human species is a behavioral byproduct of environmental influences. And everything in our past has been local and linear. We do not think exponentially. Everything in our lives up to this point has been A B C or 1 2 3 . We fail to comprehend exponential sequences. Our brain does not comprehend that if you double a number 30 times, its a 1.037 billion fold improvement.
This is the most hope I have had for the future in 20 years!!!❤❤❤
Wonderful! What a coup - Fully Charged and Tony Seba together! Stars are aligning...
I’ve noticed a lot of critics and anxiety saying we can’t scale up solar because it takes energy to make the panels, or because we don’t have enough materials, and it’s such nonsense. The energy footprint to make a solar panel is about one year of its power output (that’s counting a real-world capacity factor of 20% or so), so they easily pay for themselves there. And solar panels are very simple. There’s an idea that they’re made of rare, exotic materials, but they’re not. They’re just spicy windows - a pane of glass with an aluminum/plastic frame, some wiring, and a thin silicon wafer (silicon is the second most common element on Earth) with a little doping of not-super-rare elements like boron. The most expensive material by far is the silver in the wire - about $20 worth in a panel. And there are no moving parts and no chemical reactions, so there’s very little to go wrong. Modern panels degrade about 0.3-0.5%/year. They’ll still be working a hundred years from now. This is SO vulnerable to economies of scale, both in manufacturing and deployment!
With that in mind, it’s hard to see how solar wouldn’t come to dominate our energy. Tony Seba’s GOD (generation on demand) model blew my mind with its clarity. Solar will become so cheap that it’s cheaper just to install solar locally than transmit energy over a complex, expensive centralized grid. It will be cheaper to just add more solar panels than to add storage much of the time. They idea of paying for electricity as a service will fall apart - and with it, all the “necessary” base load power. Base load is already struggling, because we’re hitting points where solar drives grid cost to zero regularly. Base load can’t dial down, so they’re paying for the coal to make electricity they can’t sell, can barely even give away. As Tony points out, this breaks the economic model well before total replacement - it just hurries the transformation along.
I should add here that GOD energy with effectively zero cost leads to industrial uses that follow the supply curve. Another one of those “We’ve always done it this way, so doing otherwise must be impossible” things is the idea that industrial processes require 24/7 energy. A lot of things, like chemical fuel synthesis (green hydrogen, ammonia, hydrocarbons) and (yay!) carbon capture could be done with available energy, dialed down when it’s not there. The market will encourage this. GOD energy will create whole new industries, just as powered transportation did, and the internet did.
@49:45 among people who control their property (rent/lease a physical piece of land vs just rooms in a larger building) I think solar adoption is happening fastest among the poorest cohort. The trailer parks near where I live are absolutely covered in solar panels, most of them leaning against buildings or screwed to bits of wood on roofs... These aren't new panels, and the installs certainly aren't permitted, but the residents aren't paying for electricity when the sun is shining 👍
Why everyone think things will get cheaper? Things will get cheaper to produce but not cheaper to buy. Companies always take the profit.
They will have to compete on price. They can't just have any margins they want even if there isn't much competition. Solar panels will be do cheap to make that energy companies wont be able to limit supply of energy to keep profits up. Price of electricity must fall as a result
In the winter you can still transport electricity from places on or over the equator. This is a quite vulnerable though. I think we also need some long term storage, for example aluminum powder, or synthetic kerosene (kerosene made from: air, water, and clean electricity).
His SWB predictions are becoming our Australian reality with the penetration of rooftop solar and it's interesting watching the energy companies trying to deal with it - at the moment curtailing excess production, but more recently in NSW, energy companies are designing tariffs around a two way flow from homes to grid. Naturally, some media are calling this a 'solar tax' in an attempt to slow the change and are no doubt funded by those with vested interests in staying with the old system. if these new tariffs do come into effect and the cost of batteries continues to fall, then this will just accelerate the SWB reality as we all store our midday production and either use or sell it to the grid after 4pm.
Well, I have truely be open to many great possibilities which I don't know exist. Thank you Tony and of course Rob
An interesting question, if it took 15 years to convert horse to automotive why is it taking 25 years to go from ICV to BEV?
Raw materials, infrastructure and production capacities are limitting factors.
Even in 2040...2050 new ICE cars will be sold in Russia, parts of China, Africa and South America.
This is Totally Epic I’m doing backflips right now I just found this seconds ago WOW WOW WOW !!!!!!!!!!!!!😊
Awesome interview! I sure hope he’s right about the precision fermentation thing.
the 2 of you together... Honoring my wishes. Thank you both.
Enlightening Innovative Concepts .. Gives me some optimism for our future ..
Interview him again! Thank you.
Next time with his graphics!
I have been enjoyed, so thank you for delivering.
Very excited about precision fermentation!
The commentary on phase change disruption is, I think, at the heart of why our commercial utilities find it inconceivable that distributed generation could replace central generation. They think building several square miles of PV as a substitute for generation facilities is progressive on their part even though its a one for one substitution. The software exists for coordination of thousands of generation sources, but they are still thinking about how hard it is to do a black start of an interconnect. The current technology makes it trivial, but they don't seem to see that yet.
It would be interesting to see what would happen if just one country, however small, followed this methodology from top to bottom.
Morocco (?)
AFAIK Germany is pretty much implementing this idea.
@@MattCasters Apart from bulldozing a town to expand a lignite mine...
@@MattCasters It doesn't seem to be working well...
Look up Uruguay , a very forward thinking country. The whole country now regularly runs at 98% renewable. It will be interesting to see if Tony Sebas predictions of prosperity to the economy apply there?
Surely this should be the aim for the UK , so instead of closing down heavy industry (British Steel?) we can supply cheap clean electricity to them at a highly competitive cost , to bring our manufacturing base back. We have allowed so much to go overseas in the last 30 years. ...
Another dial mover is how socially people will be living. Purpose built community housing that incorporates some own food production, wellness and life long learning etc that are off grid for Energy, Water and Waste is a way to reduce the stress of daily life by having affordable living maximizing local resources and re investing into local jobs that are non polluting!
You can ditch that idea of jobs. MOST of the labor as we have known it for centuries will disappear over the same time period as Tony's projections. Labor is adverse to productivity and efficiency in the digital autonomous era we are entering. Working to overcome scarcity is no longer necessary, and scientifically reprehensible. Autonomy, mastery of skills, and a greater purpose to ones life is all that is necessary to maintain a motivated society.
Thad certenly made me a bit more optimistic about the future :)
I can't believe Lex Friedman has not interviewed Tony Seba yet
I was expecting Tony’s comments about electricity generation / storage and EVs. But his insight into new ways to make animal protein was new to me.
2024 and we still get gurgly audio from guests. Can't anyone bother to go into a quiet room with a decent mic? It's not EV science for goodness sakes.
RONDO HEAT BATTERY is a brilliant new heat storage technology with no mechanical parts.
Water heating, area heating, industrial heating,.....😊
Heat pump for cooling only.
tony is a genius. 💯
Tony’s warnings are like pearls to swine,his visions are all rolling out as predicted, a great mind 👍👏👏👏👏
Australia has 20million vehicles and 1million new each year.
20years to 100% EV or BV.
But dominant segment in a few years.
BVs oversized battery parked 23hrs every day and with V2G will be very popular in car park space with a $60 wall outlet.
Selfplug-in V2G trickle currents all day long just like the home robotic vacuum cleaner selfparking. 👌 😊
Was bummed about lack of video...started listening and holy heck this was interesting! Well worth the listen, exciting times ahead 😍
" $600 Iphone..." Sigh!
Thanks Robert for this brilliant chat with Tony. Like you I have followed Tony Seba's lectures and presentations on the clean energy and transportation disruption for years. Tony uses facts and stats to demonstrate our rapid transformation to clean transport and energy which is most uncomfortable for the legacy industries that either choose to ignore the inevitable or spend millions on lobbying governments to prevent it.(eg: Toyota and Oil and Gas giants). Wonderful insights. You must get Tony back again soon. Cheers
One of THE BEST interviews I heard in recent years! Damn, this was so eye-opening.
Technology may have advanced enough to release civilization from the confines of the second law of thermodynamics.
These confines were imposed during Victorian England's scientific and religious cultural fascination with steam engines.
The second law is behind modern refgeration needing electrical energy to compress the refrigerent to force it to release as waste the heat that it has removed from the refrigerator's service interior in the cooling part of the refrigerent's circulation. There is also discarded heat from mechanical friction and electrical resistance.
Refrigeration by the principle that energy is conserved should produce electricity instead of consuming it.
It makes more sense that refrigerators should yield electricity because energy is widely known to change form with no ultimate path of energy gain or loss being found. Therefore any form of fully recyclable energy can be cycled endlessly in any quantity.
In an extreme case senario, full heat recycling, all electric, very isolated underground, undersea, or space communities would be highly survivable with self sufficient EMP resistant LED light banks, automated vertical farms, thaw resistant frozen food storehouses, factories, dwellings, and self contained elevators and horizontal transports.
In a flourishing civillization senario, small self sufficient electric or cooling devices of many kinds and styles like lamps smartphones, hotplates, water heaters, cooler chests, fans, radios, TVs, cameras, security devices. power hand tools, pumps, and personal transports, would be available for immediate use incrementally anywhere as people see fit.
Equipment groups would be on local networks.
If a high majority thinks our civilization should geoengineer gigatons or
teratons of carbon dioxide out of our etnvironment, instalations using devices that convert ambient heat into electricity can hypothetically be scaled up do it with a choice of comsequences including many beneficial ones.
Energy sensible refrigerators that absorb heat and yield electricity would complement computers as computing consumes electricity land yields heat. Computing would be free. Chips could have energy recycling built in.
A simple rectifier crystal can, iust short of a replicatable long term demonstration of a powerful prototype, almost certainly filter the random thermal motioren of electrons or discrete positiive charged voids called holes so the electric current flowing in one direction predominates. At low system voltage a filtrate of one polarity predominates only a little but there is always usable electrical power derived from the source, which is Johnson Nyquest thermal electrical noise. This net electrical filtrate can be aggregated in a group of separate diodes in consistent alignment parallel creating widely scalable electrical power. The maximum energy is converted from ambient heat to productive electricity when the electrical load is matched to the array impeadence.
Matched impeadence output (watts) is k (Boltzman's constant, 1.38^-23, times T (tempeature Kelvin) times bandwidth (0 Hz to a natural limit ~2 THz @ 290 K) times rectification halving and nanowatt power level rectification efficiency times the number of diodes in the array.
For reference, there are a billion cells of 1000 square nanometer area each per square millimeter, 100 billion per square centimeter.
Order is imposed on the random thermal motion of electrons by the structual orderlyness of a diode array made of diodes made within a slab:
______________________ - Out
🔻🔻🔻🔻🔻🔻🔻
______________________ + Out
All the P type semiconductor anodes abut a metal conductive plane deposited on the top face of the slab with nonrectifying joins; all the N type semiconductor cathodes abut the bottom face. As the polarity filtered electrical energy is exported, the amount of thermal energy in the group of diodes decreases. This group cooling will draw heat in from the surrounding ambient heat at a rate depending on the filtering rate and thermal resistance between the group and ambient gas, liquid, or solid warmer than absolute zero. There is a lot of ambient heat on our planet, more in equatorial dry desert summer days and less in polar desert winter nights.
Focusing on explaining the electronic behavior of one composition of simple diode, a near flawless crystal of silicon is modified by implanting a small amount of phosphorus (N type)on one side from a ohmic contact end to a junction where the additive is suddenly and completely changed to boron (P type) with minimal disturbance of the crystal lattice. The crystal then continues to another ohmic contact.
A region of high electrical resistance forms at the junction in this type of diode when the phosphorous near the ĵunction donates electrons that are free to move elsewhere while leaving phosphorus ions held in the crystal while the boron ions donate holes which are similalarly free to move. The two types of mobile charges mutually clear each other away near the junction leaving little electrical conductivity. An equlibrium width of this region is settled between the phosphorus, boron, electrons, and holes. Thermal noise is beyond steady state equlibrium. Thermal noise transients, where mobile electrons move from the phosphorus added side to the boron added side ride transient extra conductivity so the forward moving electrons are preferentally filtered into the external circuit. Electrons are units of electric current. They lose their thermal energy of motion and gain electromotive force, another name for voltage, as they transition between the junction and the array electrical tap. Inside the diode, heat is absorbed: outside the diode, an attached electrical circuit is energized.
Understanding diodes is one way to become convinced that Johnson Nyquest thermal electrical noise can be rectified and aggregated. Self assembling development teams may find many ways to accomplish this wide mission. Taxonomically there should be many ways ways to convert heat directly into electricity.
A practical device may use an array of Au needles in a SiO2 matrix abutting N type GaAs. These were made in the 1970s when registration technology was poor so it was easier to fabricate arrays and select one diode than just make one diode.
There are other plausible breeches of the second law of thermodynamics. Hopefully a lot of people will join in expanding the breech. Please share the successes or setbacks of your efforts.
These devices would probably become segmented commodities sold with minimal margin over supply cost. They would be manufactured by advanced automation that does not need financial incentive. Applicable best practices would be adopted. Business details would be open public knowledge. Associated people should move as negotiated and freely and honestly talk. Commerce would be a planetary scale unified conglomerate of diverse local cooperatives. There is no need of wealth extracting top commanders. We do not need often token philanthropy from the top if the wide majority can afford to be generous.
Aloha
Charles M Brown
Kilauea Kauai Hawaii 96754
Another very thought Provoking discussion involving Tony Seba, TBH I have heard most of this from Tony before but that is no reason not to go over it again. The majority of the world are not aware of these ideas. Tony predicted the rise of electric vehicles and large automotive makers laughed. Now Tesla is showing how these ideas move from theory to reality and the large OEMs are clearly struggling. A cleaner transport system is a worthwhile goal Thank you Robert for helping to bring such ideas out in to the open.
What do I do with all my excess energy generation? The utility won’t pay me for it. I’ve stored as much as I can use over a couple days. Make ice? Distill and sell water? Indoor grow operation?
Mine some Bitcoin
@@MattCasters Maybe if I lived in Minnesota…but Florida. Would also like something more useful/functional.
Share it with your neighbors. Get them hooked on your cheap energy and widen your net. Have them drop by with the batteries they need charged up ...
Just think outside the box.
change your utility supply
@@rivergladesgardenrailroad8834 you must be a Texan
Great interview!! Would love another one sometime in the near future 🙏🏼😁🙋🏻♂️
43:06 but it’s not free to install 4-5x solar and wind.., so not cost free???
That is the installation costs. The marginal costs are the costs that are incurred in its daily operations. The existing infrastructure is ALL high marginal cost. They have to keep buying fuel for them. There is a mountain of manpower that is necessary in order to keep that supply chain functioning, as well as over seeing and maintaining the steam plants etc that require constant monitoring. All of those costs are marginal costs. Solar and batteries? Are bricks. They sit there with little to no human intervention. Even cleaning panels today is already being automated to maximize daily efficiency. They can be controlled remotely from a centralized control. Wind does require maintenance, but a 4 man crew can oversee 100 turbines with easy. Often as different locations even. No fuel costs. In about 7 years time its going to reach a point where costs and technologies are going to hit a point where it is cheaper for the consumer of energy to be self sufficient, than what the Utilities charge in service charges for the pleasure of being part of their billing system, before the actual costs of the energy are added to the bill. GOD Parity. We are already past grid parity in 90% of the world now.
@@davefroman4700 cool. Thanks. And I guess install cost if cheaper than instal/build more nuclear, gas power stations, etc..
Issue with this…. What are all of those thousands of people working on those industries going to work on? (Farming, energy, etc…), if will need a lot less people for these?? 🤔🤔 never a perfect solution… but agree will need to do big things, quick…
Finally two of my favorite people have a conversation! Why did it take so long?? Everyone please learn from Tony Seba and his presentation of indisputable facts which he presents in a clear and concise way that is easy for everyone to understand. Thank you for this episode.
Perfect timing by that magpie 😂😂❤❤.
I don't know how you can stay calm with these Diesel delivery trucks. I'm really jealous. I regularly flip out, i know that's not helping, but i do...