The Chinese Cut Off Drone Exports || Peter Zeihan

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  • Опубликовано: 4 янв 2025

Комментарии • 1,4 тыс.

  • @Draceb
    @Draceb 6 дней назад +240

    Also dont forget if China bans the sale to Ukraine and USA someone else will just buy them and sell them to those places.

    • @LIL-RED-BIRD
      @LIL-RED-BIRD 5 дней назад +33

      Canada enters the chat

    • @TomTomicMic
      @TomTomicMic 5 дней назад +21

      India and Turkiye!?!

    • @mbak7801
      @mbak7801 5 дней назад

      @@TomTomicMic No. India is rabidly pro Russian. Including buying known non working Russian weapons and being happy to pay way over the odds for the privilege.

    • @pohmoh3590
      @pohmoh3590 5 дней назад +12

      But at what cost 😂

    • @crazyqqq3
      @crazyqqq3 5 дней назад

      Wasn't it US that ask everyone to ban products from china???

  • @ChispyReddit
    @ChispyReddit 6 дней назад +342

    Fun fact: You're very close to where LOTR filmed their Mount Doom locations.

  • @gs-pd5ox
    @gs-pd5ox 5 дней назад +177

    Lol. Texas hasn’t had a power outage this winter because Texas hasn’t had winter yet. It’s gonna hit low 80’s today in central Texas.

    • @pauls7677
      @pauls7677 5 дней назад +23

      Dallas here. I was about to say the same thing. Funny how he throws these little tidbits in as fact . Makes me question other “facts” I may not know first hand.

    • @robf5230
      @robf5230 5 дней назад +1

      ​@@pauls7677Same! And Peter lived in Austin, he should know better. How far off is he on tidbits about places he hasn't lived?

    • @Alwayswithsmile
      @Alwayswithsmile 5 дней назад +6

      @@pauls7677
      Most of what he says is just blab packed with loads of confidence which makes it look and sound as a solid fact that he does not even need to provide any evidence for.

    • @EarlofSalop
      @EarlofSalop 5 дней назад +4

      Did Texas have a massive outage during winter a couple of years ago? en.m.wikipedia.org/wiki/2021_Texas_power_crisis

    • @gs-pd5ox
      @gs-pd5ox 5 дней назад +8

      @@EarlofSalop yes. But the statement was about THIS winter. Which we haven’t had yet.

  • @Thomas-c7o
    @Thomas-c7o 6 дней назад +188

    It seems that Australia would be in a good position for build out a lithium battery industry.

    • @Gusto0172
      @Gusto0172 5 дней назад +36

      Yeh, if only it had a grown ups government in power, but that will come very soon.

    • @harleyhoffmeier8448
      @harleyhoffmeier8448 5 дней назад +21

      @@Gusto0172
      It won’t come soon. Two sides of the same coin, equally as useless.

    • @julianskinner3697
      @julianskinner3697 5 дней назад

      ?? You cant mean federally Dutton is pro nuclear power which is really dumb ​@Gusto0172

    • @lovechineseforever9434
      @lovechineseforever9434 5 дней назад

      UNFORTUNATELY OZZIES ARE TOO LAZY STUPID WITH NO CAPITAL TO MAKE

    • @Dularr
      @Dularr 5 дней назад +7

      Australia uses a VAT. It destroys any manufacturing capability.

  • @edwardbraddock9566
    @edwardbraddock9566 5 дней назад +152

    Well, the BIGGEST reason for no power outages in Texas is, it hasn't really gotten COLD.

    • @halfglassfull
      @halfglassfull 5 дней назад +4

      soggy tho at least in n tx.

    • @benf1111
      @benf1111 5 дней назад +3

      Right. I was wearing shorts and going barefoot outside on Christmas. The only thing causing power outtages now is 'winter' tornadoes 😅😅😅

    • @intractablemaskvpmGy
      @intractablemaskvpmGy 5 дней назад +9

      I'm still mowing my yard, wearing shorts and flip flops running the AC etc. It doesn't get cold till latter part of January anyway. Bexar county. Peter makes assumptions. A lot.

    • @SignalCorps1
      @SignalCorps1 5 дней назад +3

      86 degrees forecasted today in Austin

    • @michaelrunnels7660
      @michaelrunnels7660 5 дней назад

      @@intractablemaskvpmGy You said "Peter makes assumptions." Yes, and he also generalizes a lot, which is the foundation for good geopolitics. It just isn't the right tool for analyzing contemporary politics.

  • @Sukhothai77
    @Sukhothai77 6 дней назад +127

    Good. These measures should push countries to decouple from China and build our own drones, or set up factories in other third countries like India or Vietnam, that don't come with the baggage that mainland China does.

    • @TeeDee-j9u
      @TeeDee-j9u 6 дней назад +9

      Vietnam isn't a 3rd world country, it's a 2nd world country.

    • @Sukhothai77
      @Sukhothai77 6 дней назад +21

      @TeeDee-j9u Read it again, carefully. Nobody called it a third world country.

    • @TheKkpop1
      @TheKkpop1 6 дней назад

      You failed yo elaborate:
      US asks for it to sanction Chinese drones. Btw 70% drone parts and components are produced by Chinese.
      Do you have any problems when Chinese restricted exports to Ukraine and Russia?
      What do you think when NATO supplies endless weaponry to fuel the war in Ukraine??
      Why Zelensky finally make it clear it's none of China's businesses in this war and reminding NATO to stop incriminating Chinese???

    • @mysterioanonymous3206
      @mysterioanonymous3206 6 дней назад +5

      Spot on. But the short term challenges are immense - it'll take some time. I hope Ukraine can bridge that gap...

    • @TeeDee-j9u
      @TeeDee-j9u 6 дней назад +7

      @Sukhothai77 or set up factories in other third-world countries like India or Vietnam, that don't come with that mainland China does. 🤔

  • @Krasbin
    @Krasbin 6 дней назад +92

    I love the fact you release the video a week later on RUclips: my finances do not allow me to access your "paid for zone", but I do have access. Besides, it puts the things you say into perspective, since the news has moved on a week.

    • @reyt2304
      @reyt2304 5 дней назад +13

      It isn’t worth it I hear he is wrong a lot.

    • @paulmagallon
      @paulmagallon 5 дней назад +2

      @@reyt2304 lol

    • @texasjack
      @texasjack 5 дней назад +2

      Agree and for a geopolitical wiz like Pete, one would think that since NONE of the commentary is really time sensitive in our lives, that folks like us would have no reason to have an early read. Just a thought...

    • @briancavanaugh7604
      @briancavanaugh7604 5 дней назад +11

      @@reyt2304 I would say wrong on political predictions but pretty rock solid when it comes to data points, such as demographics, supply chain topics and such, history of certain things as well, but political predictions, which has to factor in humans and their behavior, well not so much these days.

    • @michaelsilberg9059
      @michaelsilberg9059 5 дней назад +1

      First read as "my fiancee does not allow me to..."

  • @michaelmoorrees3585
    @michaelmoorrees3585 5 дней назад +67

    Actually, you can use any battery technology for grid storage. The battery ain't moving. You don't need the energy density of lithium. Forget, what they tell you about power output versus other battery types. Any child, that has played with series-parallel connections, can tell you how to mitigate that. In the long run, for grid storage, the primary factor is cost. Not just cost per watt, but long term cost, per charge cycle. With these factors, lithium is not the best option.

    • @Nas_Atlas
      @Nas_Atlas 5 дней назад +8

      Exactly, the only reasons we are cranking out so many damn lithium batteries is because they are light and good for evs.

    • @Beats-sx1ch
      @Beats-sx1ch 5 дней назад +5

      ​@@Nas_AtlasI was going to ask about that, i thought Lithium allowed for more capacity in x amount of space. Not so important for say a house or business though.

    • @Nas_Atlas
      @Nas_Atlas 5 дней назад +4

      @@Beats-sx1ch There are many different much heavier chemistries for grid batteries but unless they get rolled out to scale they still aren't cheaper

    • @Beats-sx1ch
      @Beats-sx1ch 5 дней назад

      @@Nas_Atlas Can you tell me what those are? I'm still a layman when it comes to what different ways we can craft electrical storage.

    • @DevilsAdvocate_HigherThanU
      @DevilsAdvocate_HigherThanU 5 дней назад +1

      ​@@Nas_Atlaslead acid. The acid doesn't have to be sealed in the battery. Lead acid scales in a stationary plant very well.

  • @aaronbaker2186
    @aaronbaker2186 5 дней назад +63

    The advantage of lithium batteries is that they are lightweight and compact. Things that are irrelevant for grid power storage. Iron batteries are more robust and cheaper, not used for electronics because they are ten times the size for the power stored, but the way to go for a power warehouse.

    • @protorhinocerator142
      @protorhinocerator142 5 дней назад +9

      This exactly. For a stationary battery system you don't really care how light it is. You can use lead-acid, which is very heavy.
      Lithium only really shines for mobile devices. Phones, laptops, and cars. You need to consider weight when you do these.

    • @robertlewis2542
      @robertlewis2542 5 дней назад +4

      @@protorhinocerator142 Perhaps if you have an interest in some type of lead acid battery refurb business otherwise the fact that if you run them dead a few times they need to be replaced is a deal breaker... When needing to replace a lead acid battery I never get another lead acid batter if there is other tech for less than twice the cost.

    • @benprovan
      @benprovan 5 дней назад +1

      100% this

    • @lukeamato423
      @lukeamato423 5 дней назад +5

      Ya that's too much for Peter to comprehend

    • @neilkurzman4907
      @neilkurzman4907 4 дня назад +2

      @@protorhinocerator142
      No, lead acid batteries are not great for grid storage. They don’t have great cycle life.
      Lithium iron phosphate on the other hand is probably a better solution since the key problem for mobile use is the physical size difference

  • @samuiblue
    @samuiblue 6 дней назад +142

    When did Willie Nelson start knowing so much about geopolitics?

    • @mysterioanonymous3206
      @mysterioanonymous3206 6 дней назад +16

      Hey, don't insult the Jim Cramer of Geopolitics...

    • @NoWarFools
      @NoWarFools 5 дней назад +9

      How you look if you freelance for the CIA, selling consensus with US foreign policy.

    • @SportsIncorporated
      @SportsIncorporated 5 дней назад +6

      If anyone has the right to sing On the Road Again...

    • @H3LLS3NT4SS4SS1N
      @H3LLS3NT4SS4SS1N 5 дней назад

      @@NoWarFoolswow, took a look at your comment history and DAMN 😳😳😳 the delusion is strong with this one!
      “Like a good CIA plant, Peter hates Russia for no reason.” LOL “hates Russia” that age old friend of humanity, what could they have ever done to deserve scorn?!
      The better question is, what have they ever done to deserve appreciation? To anyone that isn’t a braindead tankie, or backing the nonsensically wishful thinking of “multipolarity” from some combination of ignorance-fueled historical grievance and ignorance-fueled historical guilt, that is.
      BTW Muscovite Orclandia now surpassing 1,000,000 “fully demilitarized” and “mostly demilitarized” AND admitting as such :) 1917 and 1989 are going for the hat trick!

    • @stevedavenport1202
      @stevedavenport1202 5 дней назад +2

      Lol

  • @dx-ek4vr
    @dx-ek4vr 6 дней назад +50

    Honestly, it’s probably for the best that we don’t find ourselves reliant on Chinese-made drones (quadcopters and stuff) for both civilian and military tasks.
    Of course, we’d need to set up manufacturing to make our own drones for us to actually be in a good spot; but to continue buying drones from China allows them to further rapidly advance their tech while leaving our drone tech development behind.

    • @jkgkj00
      @jkgkj00 5 дней назад +2

      Not probably
      DEFINITELY

    • @TheKkpop1
      @TheKkpop1 5 дней назад +5

      Why talk only? Why keep on buying Chinese made drones, parts and components? You people can talk but continue to buy from Chinese, that's why Chinese produced more than 70% of drones in the global market.

    • @AndyAndy-we9pe
      @AndyAndy-we9pe 5 дней назад

      Lol, China does not produce 70% of drones. Ukraine manufactures many drone models and outperforms Chinese drones in every area. Ukraine manufactures all components as they obviously knew China would stab them in the back. Right now I can buy a Ukraine drone that is more capable than china's best at half the cost.
      All this ban does is give Ukraine the profits China once received. Manufacturing is moving out of China fast now.

    • @fatdoi003
      @fatdoi003 5 дней назад

      @@istvanglock7445 your MIC relies heavily on chinese supply chain... now the noose is tightening in and your local industry has no answer to

    • @sootoongkok
      @sootoongkok 5 дней назад +1

      Whether USA buys or doesn’t Chinese drones, China will keep innovating and improving their drones.
      Mind you, China produces about 4 million STEM graduates annually. They will hv enough technical muscles to keep improving their technical products.
      Frankly, this is going to disappoint and dishearten many who dislike like China. Get used to it, mates.

  • @msabiri
    @msabiri 5 дней назад +57

    When China imposes an export ban, it presents an opportunity for us to adapt and innovate. However, when we impose an export ban on them, we often assume that their economy will struggle or collapse without access to those critical components. Perhaps we underestimate their ability to innovate and adapt, and it might be unwise to assume they can't match or surpass our capabilities.😂

    • @arsic094
      @arsic094 5 дней назад +14

      Shhhhhhhh, Peter won't like that.

    • @andromedamessier3176
      @andromedamessier3176 4 дня назад +3

      I think it also depends on what stuff that is ban. The US export ban on cutting edge chip to China, which hit them hard. They tried to make their own, and there is propaganda everywhere about it but it isn’t as effective as they hope it would be. I think the drone part is easier to replicate. The processing lithium ban however would undoubtedly impact the US for a long time because like the cutting edge chip, it is hard to produce. Not to mention the environmental impact.

    • @arsic094
      @arsic094 4 дня назад

      @@andromedamessier3176 Peter also uses dubious definition of "collapse". Did US collapse back in 2008?
      What, some numbers in a stock market somewhere do something funny and suddenly 1.whatewer billion people stop needing food, infrastructure, clothes, cars, homes, education, leisure? Everybody stops fulfilling those demands?
      Market revaluation and losing a few percent of GDP aren't collapse. Cuba or Iran haven't "collapsed" after decades of brutal sanctions. And China is far more capable than both.

    • @samblum153
      @samblum153 4 дня назад

      Lets say you need 200 different tools and materials to make a certain chip. If you are only missing a handful of those (excepting the lithography machines), you can probably
      spend a lot of time and money to replace the missing materials. But if you are missing half the items you need, you are just going to stay behind and loose money until you do
      catch up if ever. So the logic is not to stop the tech, but force them to bankrupt their whole system if they want to build their own chip ecosystem.

    • @yangshujian
      @yangshujian 4 дня назад +1

      @@samblum153 Do they look like they are gonna bankrupt? If yes, when?

  • @H3LLS3NT4SS4SS1N
    @H3LLS3NT4SS4SS1N 5 дней назад +33

    I sometimes have to watch Peter’s videos twice cuz the first time I’m just staring at the epic nature shots in the background

    • @BaBaYaga1999-p7u
      @BaBaYaga1999-p7u 5 дней назад +2

      And his flowing hair, or sometimes, sunglasses collection.

    • @bionicloaf
      @bionicloaf 5 дней назад

      it's possible to look and listen at the same time

    • @kristinfrostlazerbeams
      @kristinfrostlazerbeams 5 дней назад

      Me too, normally. But this time it's mostly the epic hair. 😂

  • @pilotusa
    @pilotusa 5 дней назад +16

    Why not look to sodium-ion batteries for grid storage. (Hint: Unlike lithium, there is no shortage of sodium, the fourth most abundant element on Earth). The battery technology for sodium-ion is similar (and being developed IN THE UNITED STATES) and for now the only downside is that sodium-ion batteries don't pack the punch of lithium-ion batteries (but that differential is getting smaller as the technology evolves.) Upside is that sodium-ion batteries don't self-combust on a whim. And so what if sodium-ion storage takes up more room? We're talking about grid storage where a fraction more space is unlikely to be a factor. As an aside, sodium-ion is already engergy-dense enough for automobiles since China markets car models based on soium rather than lithium.

    • @DaleSteadman
      @DaleSteadman 5 дней назад +1

      Sodium-ion batteries would be a game changer.

    • @Alex_Plante
      @Alex_Plante 5 дней назад

      I wonder if old oil tanks could be converted into batteries.

    • @kenho-wr5ul2rh7m
      @kenho-wr5ul2rh7m 4 дня назад

      because similar chinese product is only 40% of the price of american

    • @tomkelly8827
      @tomkelly8827 3 дня назад

      Sodium is violently reactive in air. What do you mean it is safe unlike Lithium? That is not true and that is why it never caught on as a coolant in nuclear power plants. It is too corrosive and reactive

  • @damagician0099
    @damagician0099 5 дней назад +28

    It hasn't been cold enough in Texas to be worried about power outages. 😑

    • @VanderbiltMr
      @VanderbiltMr 5 дней назад +9

      Yeah, Peter blurs opinion and fact confidently. A handy skill! But as long as you are aware of it, no problem.

    • @TheMrgoodmanners
      @TheMrgoodmanners 5 дней назад +2

      My goodness temps going to hover around 70 this week

    • @nunyabidness3075
      @nunyabidness3075 5 дней назад

      “Cold” doesn’t bring down the grid here. That big event was three record storms in a two week period. Much like the outages in the Pacific NW and western Canada a few years ago back where it got too hot for their infrastructure.
      Anyone who doesn’t like Texas can certainly use our grid failure for an excuse to cope with their own bad government if it keeps them where they are. We’ll fix our idiots in Austin, you fix your own idiots, and everyone will be better off.

    • @JohnElizondo
      @JohnElizondo 5 дней назад

      Yes, politics first with Pete unfortunately.

    • @knoll9812
      @knoll9812 4 дня назад

      The deal with lithium battery for central storage. When a lithium battery can no longer hold 70% if charge it is bi good for car. However still good for stationery purposes.

  • @sblack48
    @sblack48 5 дней назад +30

    Lithium is still the highest energy density practical technology we have. Not sure why you say it’s stupid. It has revolutionized everything from cars to cell phones. Where’s the stupid?

    • @steveunderhill5935
      @steveunderhill5935 5 дней назад

      /weight

    • @alburaq3290
      @alburaq3290 5 дней назад +1

      Zeihan is the stupid one for making this statement.

    • @sblack48
      @sblack48 5 дней назад +5

      @ it’s the lightest battery per watt hour that has ever been productionized. Anything better is still in experimental labs and at least a decade away so again, where’s the stupid?

    • @bill9540
      @bill9540 5 дней назад +4

      Peter just loves to make these statements to curry antagonistic comments.

    • @sblack48
      @sblack48 5 дней назад +1

      @@bill9540 well I’m happy to be proven wrong. Is there something out there that’s better that I don’t know about?

  • @brendanbeaver3804
    @brendanbeaver3804 5 дней назад +13

    As an electrical engineer in the automotive industry, I always love hearing fellow sane people slam lithium BEVs. If you want to be green, the most environmentally sustainable thing you can do is keep your car if you have one from 2010 or newer, or if you have to buy new- buy a plug-in hybrid that has just enough EV range for your daily commute, plus maybe 25%.
    You can make something like 5-6 of those hybrids for the same battery raw materials as a full EV, and if you have enough range to stay electric most days, it's really the perfect transition technology until a more efficient alternative to lithium is developed.

    • @bertloreto9507
      @bertloreto9507 2 дня назад +2

      couldn’t agree more , been saying this to my EV fanatic friends

    • @williamlewandowski129
      @williamlewandowski129 День назад +1

      @@bertloreto9507 Makes me wonder what the horse and buggy crowd thought about sitting on top of several gallons of highly explosive and polluting liquid propellent as we transitioned to automobiles.

    • @johnfitzpatrick8310
      @johnfitzpatrick8310 День назад

      Hybrids are both a worse combustion car and worse electric car. And I'll wager those folks in Russia's Black Sea coast desperately filling plastic bags with thousands of tons of smelly, black gunk might not entirely agree with your choice of fuel. BEV's are the worse they'll ever be right now, and getting better every day due to there being a market for them. One concession I'll make is that if you currently drive mostly long highway miles then ICE is still the way to go for now. Otherwise get a used EV.

    • @brendanbeaver3804
      @brendanbeaver3804 День назад

      @johnfitzpatrick8310 I should clarify, series-style hybrids are what I would recommend. They're identical to EVs except that they have a smaller battery and the ICE engine only serves as a range extender. If you get a series hybrid with an appropriately sized battery that can handle your round trip commute plus a bit extra (I think about 120 miles of electric range is appropriate for the average person, but it will vary), then it will be extremely rare that you'll need to use the ICE range extender, but having it will prevent range anxiety that discourages people from trying EVs. Setting aside that ICE engines today are twice as efficient as in the past, using them in a range-extender role enables them to be even more efficient, since they can be tuned to run at peak power to charge the batteries.
      Parallel-style hybrids, by comparison, do fit more with what you described. Because the ICE engine in a parallel hybrid can mechanically drive the wheels, parallel hybrids function more like regular ICE cars, just with the added benefit of being able to recapture energy that would normally be lost as friction when braking. They also frequently have batteries much too small to drive full electric for more than 20-30 miles, and end up relying more heavily on their engines. I would not recommend these hybrids if you're climate-conscious, but nor would I recommend a full EV.
      To address your point about the EVs being "the worst they'll ever be", that's true, but that's not a good pitch to mass-adopt them before the technology makes them efficient enough to outweigh the negative environmental consequences of producing them. We're not at that point yet, they're doing more harm than good, and the companies selling them to you aren't honest about that.

    • @johnfitzpatrick8310
      @johnfitzpatrick8310 День назад

      @@brendanbeaver3804 Thanks for your thoughtful reply. I previously owned a Honda Accord Hybrid, a ridiculous vehicle, which I absolutely loved.

  • @matejpavelka4153
    @matejpavelka4153 6 дней назад +38

    The best way to store power at scale is right behind him - elevated water storage, offseting peaks for more than a century

    • @robinbennett5994
      @robinbennett5994 6 дней назад +10

      Lithium batteries are now cheaper than hydro storage, plus you don't need a mountain.

    • @pugilist102
      @pugilist102 6 дней назад +9

      I'm assuming most economically viable locations where water storage can be built already has been.

    • @mysterioanonymous3206
      @mysterioanonymous3206 6 дней назад +13

      ​@@pugilist102Switzerland here... Not even close. But large hydro projects have huge environmental consequences. Not everyone wants to fill/flood every valley with water.

    • @richdobbs6595
      @richdobbs6595 6 дней назад +6

      @@robinbennett5994 Lithium batteries last for seven to ten years. Pumped storage basically lasts forever. Pumped storage isn't being built in countries that do actual utilities cost accounting that need power and don't have very favorable landscape. Neither is true grid scale battery storage. The batteries are cheaper, but not cheap enough.

    • @newwonderer
      @newwonderer 6 дней назад

      @@robinbennett5994 they are cheap because china wants them to be cheap at the moment. Long run they arnt cheap

  • @JamesRockefeller45
    @JamesRockefeller45 5 дней назад +107

    Australia really needs to take its country back from China

    • @Leto2ndAtreides
      @Leto2ndAtreides 5 дней назад +9

      You mean they really need to be much poorer?
      You can already see how losing Russian oil damaged Germany and general EU economies.
      Trade is a key component of being able to maintain modern lifestyles.

    • @napsam71
      @napsam71 5 дней назад +6

      Not likely. All the Australians I know are in America.

    • @Khan-hd5vn
      @Khan-hd5vn 5 дней назад

      這些所謂的"澳洲人"該回去自己的國家英國
      這塊大陸有自己的主人是他們該從流放罪犯後代手中奪回自己的土地

    • @fuzzjunky
      @fuzzjunky 5 дней назад +13

      as an Australian I find this thread hilarious

    • @tonyshortland8812
      @tonyshortland8812 5 дней назад +3

      Selling your soul and country, for a lifestyle.. great

  • @Juliusstarcraft
    @Juliusstarcraft 5 дней назад +38

    The part I’ve always struggled with is the claim that the Han are dying out. There’s like 700+ million Han in China. I understand that many are above child bearing/rearing age and are in retirement but even if there were say 30 million having 1-2 children that’s still a massive ethnicity. A shrinking ethnicity sure, an ethnicity that at current rates is at risk of dying out within 3ish generations also sure but the claim on offer that the Han are dying out seems sensationalist.

    • @NaviRyan
      @NaviRyan 5 дней назад

      China is facing population collapse especially compared to its neighbors maybe except for Russia sending young men into the meat grinder. India will level off at 1.4 billion. China will go from 1.4 billion to 700 million just due to the one child policy alone. Then there is the demographic crisis there is 30 million more Chinese men over women. So china will either become really really gay or become a nation of angry incels who can’t get laid which is bad at societal level. So china is facing a demographic collapse an economic collapse and an entire army of frothing angry incels who want to cause as many massacres and war crimes as possible.

    • @frgartner8446
      @frgartner8446 5 дней назад

      Very sensationalized. He’s been predicting the downfall of the Chinese economy for a while, and sometimes expressed with a trace of glee. But this new prediction of the death an entire ethnic group (the largest in the world) has added to the off-putting vibes I’ve gotten from him.

    • @frgartner8446
      @frgartner8446 5 дней назад +13

      Based on what I’ve seen from him (on the topic of Chinese people) I fear that he will continue to make this prediction with little to no solid reasoning behind it all, and said with a hint of glee.

    • @benjones4365
      @benjones4365 5 дней назад

      I do not disagree with you, but the trick is to get them to having 1-2 children. The young are not getting married or having children until their late 20's if at all!

    • @adrianthoroughgood1191
      @adrianthoroughgood1191 5 дней назад +6

      He's not suggesting they are about to die out, he's saying that's the trajectory they are on. The "more people over 50 than under 50" thing is pretty crazy though. They aren't going to have any more babies. When they die that's half the population gone. When they retire that's a huge hit the the size of the working population. They are going to really struggle with pensions.
      I don't think they will actually get anywhere close to dying out because when the population shrinks, housing and land will get cheaper because it will mostly all still be there. That will encourage people to have more children so birth rates will pick up. It's possible that if other ethnicities in China are having more children the same the Han might stop being the dominant group, given that at the moment they are about half the population. There could be civil strife.

  • @SC-dm1ct
    @SC-dm1ct 5 дней назад +5

    Another form of "battery" power is where they pump water to a higher point during certain points in time, and then recollect energy as the water flows back down during off hours. It recoups something like 70%.

    • @JTA1961
      @JTA1961 5 дней назад +1

      Trickle down theory...

    • @wingowingo2928
      @wingowingo2928 3 дня назад

      China has done that in a few attempts but they soon abandoned the projects after all. They did not explain why but my guess is that the land required is large

  • @godblessthelessfortunate3175
    @godblessthelessfortunate3175 5 дней назад +1

    Are these parts currently made in other countries? How long or how easy to build up sufficient capacity to meet demand?

  • @Ayvengo21
    @Ayvengo21 6 дней назад +6

    It's not only li-ion batteries that you need for drones. You also need neodymium magnets (manufacture mostly held by Chinese) and controllers (key component produced in Taiwan)

    • @sharonlavery7656
      @sharonlavery7656 5 дней назад

      Well, we need to finally get off our butts and start sourcing and making our own stuff....
      And about time too, we shouldn't rely on a country that wants to destroy the west for anything important.

  • @haraldthi
    @haraldthi 5 дней назад +22

    Ukraine is already making its first fully domestic FPV drone, by the way. The market for cheap, disposable FPV drones is kinda Ukraine specific right now, and they're developing them as fast as they can to keep up with the arms race, so it makes sense no matter what China may do. There's need for battery production though, as well as electronics and other components.

    • @berryreading4809
      @berryreading4809 5 дней назад +3

      But just like other countries they are using small cheap Chinese electronic components or boards... Forget brushless motors, thermal imaging sensors, cameras, and basic chips for their domestic production. Now the batteries doubling in cost because Korea or Taiwan are the next go to source, but at higher prices and lower quantities... I like not depending on China, but that means multiple Asian countries and the West will have to REALLY commit just to equal Ukraine's previous drone output, which has been their ace up the sleeve while we argue about munition stocks and remember how to build such products at scale... Plus all those drones and components will now directly flow to Russia... (I'm sure huge gray market work arounds will end up being the short term solution though)

    • @cartoonfan959
      @cartoonfan959 5 дней назад

      @@berryreading4809 they can just do what russia does, use 3rd coutnries as proxies

    • @Reasonablyneutral
      @Reasonablyneutral 5 дней назад +1

      "Ukraine is already making its first FULLY domestic FPV drone" is most definitely not correct. They assemble drones from imported components, and some locally produced components.....

    • @haraldthi
      @haraldthi 5 дней назад

      @@Reasonablyneutral It has been so for a long time, yes, but development is going fast when they have their own specific needs and this technology isn't magic Also, China has blocked imports into Ukraine for a long time already so this isn't really new. So Ukraine has developed more and more of their own technology until, yes, this is their claim.

    • @Nope_Nope113
      @Nope_Nope113 5 дней назад

      @@Reasonablyneutral this is true and every country economy does the same thing. Import parts from somewhere else then do the assembly at home. It’s called globalization and I can’t wait for it to end omg. Then every country will be stuck in their own country and we can stop shipping things from place to place.

  • @tomtroxell2527
    @tomtroxell2527 5 дней назад +5

    There are better battery chemistry is for grid storage then lithium. The biggest advantage of lithium batteries is the energy density. Aka they are light for the amount of power they pack. That is what makes them well suited for propelling electric vehicles. However, that main advantage isn't an advantage in a stationary power storage system . They are you used used right now because they are plentiful and relatively cheap. However they aren't a great solution for long duration discharge. Chemistries like "iron air (rust)" batteries are better for grid scale storage. They are larger and heavier, but that doesn't matter in the application.
    Even things like compressed air storage, pumped hydro, flywheel etc are better storage options for grid.

    • @hankhillsnrrwurethra
      @hankhillsnrrwurethra 5 дней назад

      When I sold camcorders in the 90s and was training customers in ni-cad battery use, I would tell them, encourage your kids to get into battery tech. "Personal tech is going like crazy, but battery tech sucks." - Me, 1992

  • @mikes.4136
    @mikes.4136 6 дней назад +6

    Very informative. Thank you.

  • @DM-sq3jm
    @DM-sq3jm 6 дней назад +6

    Thank you for the update.

  • @craigrosier523
    @craigrosier523 5 дней назад +5

    Somehow Peter is still rabbiting on about bringing production back to the US. There are several unassailable barriers to this for example: 1) US unemployment is at a record low with Trump planning to deport all the illegals. Where is the available labour force and at what cost of labour? 2) Some companies need to buy or build factory space and get the production machinery from somewhere. The only country currently capable of providing such production lines in a reasonable time frame is.............China. 3) The end user needs to pay for steps 1&2 meaning that the price will be prohibitive to all but the military meaning the general public will be excluded by price. All of this has been triggered by tariffs, most recently the EV tariffs meaning Americans will end up poorer and with a lower standard of living. Globalism is not irreversible but the world will be worse for its disassembly. Stop trying to protect jobs that do not exist. Better to educate Americans to a level that will make them useful in non-repetitive production jobs but that will wake them up to the realities of the politics waged by the Oligarchs of the US on the population.

    • @samblum153
      @samblum153 4 дня назад

      Irony of china's plan to capture world wide manufacturing, is that once general purpose androids are out there, the labor requirements become less relevant, so it makes
      sense to bring any large scale manufacturing back to states, or at least to friendly countries. all you need is economy of scale which is smaller as robots get better, and can
      switch what the work on with ease.

  • @Jakethebeard
    @Jakethebeard 5 дней назад +11

    Texas hasn't had power outages yet because it's still warm in Texas.

    • @magellannh645
      @magellannh645 5 дней назад

      There have been several serious grid emergencies in the last 1-2 years where batteries have definitely saved the day. I don't think that's even slightly controversial.
      One issue is that the wild wholesale power price swings that initially meant huge profits to grid battery operators are fading as deployment has grown. That's good for consumers, but lousy for developer profits. We'll have to see how much that dampens enthusiasm going forward.

  • @prashobh216
    @prashobh216 8 часов назад

    I work in the control room of an electric power grid. I don't know why people talk about peaker plants as if they are a replacement for batteries. The peaker plant may be coal, gas or oil. From the time I call them to start till they energize the grid, the timings are as follows:
    Coal power plant - 8 hours
    Combustion engine like a car - 1 ¼ hour
    Gas turbine - 45 minutes
    But for a battery, once it is instructed to provide power, it can do so in milliseconds (2 ms is the fastest time you press a switch); the fastest mechanical movement.
    Peaker plants are useful like in some summers where grid control personnel see a gradual increase in people using their air conditioners so the personnel can turn on a peaker plant to supply this demand. It is not an instant backup in case one generator in the grid suddenly trips. Peaker plants also cannot back up a 1 GW solar farm when a sudden cloud cover in the peak of the afternoon takes out 80% of the power it produces. Only a battery bank can cover this suddenly missing power. But battery banks are still too expensive.
    In the grid I worked for, there were no peaker plants. We instruct all generators to press their accelerator 30% extra. So if one generator suddenly trips, extra DC is injected into the rotor solenoid, causing extra AC to be generated in the stator coils thereby saving the grid. All this can happen in milliseconds thereby saving the grid from a blackout due to supply not being equal to demand. But if you inject extra DC in the rotor solenoid, it becomes a stronger electromagnet. The stator coils will also have extra AC making them stronger electromagnets, so it is hard to turn, and slowing down rotors can trip the grid also. But we already pressed the accelerator 30% extra so the governor that controls the rotation speed of the generator can keep the speed at 50 Hz. This is just like a tractor which is carrying a small bucket of cement, but it has the power ever ready to carry up a car.

  • @ktchong4395
    @ktchong4395 5 дней назад +4

    How long will it take for the US to replace and China in manufacturing drones and drone components? 2 years? 3 years? 5 years? 10 years? Because it will not happen overnight... or in a few days... or in a few weeks or few months. It will not happen even in in 1-2 years... and to make it happen in 1-2 years, the US has to already heave the manufacturing ecosystem, expertise and supply lines in place, which the US does NOT. The ecosystem and supply lines can take at least a decade to create.
    By the time the US can finally replace China in manufacturing drones and drone components, (assuming that they US companies will not get crushed by the dominant Chinese players who have have the sheer advantages in ecosystems, logistics, supply line support and pricing powers,) that will be after many years later... and the Ukraine war will have already been long over. All the experts (like John Mearsheimer who actually graduated from West Point) are looking at the war in Ukraine and the current rate of attrition. They all forecast that Russia will win the war in 2025 before the end of the year. (Um, no, Peter Zeihan is not an expert in war; he did not even serve in the military.)

    • @TheKkpop1
      @TheKkpop1 5 дней назад

      The Chinese are busy developing flying Robotic EVs while the US and NATO are indulging in wars.
      Huawei has just announced rolling out AI Robotic EV or Drone before 2030. It has successfully mass produced EV in 2024 and start mass production AI Robotic in 2025. Whereas Apple is still busy with iPhones.

  • @nichethought6106
    @nichethought6106 4 дня назад

    Peter but the replacement of the battery would have to started almost when the first is put in place. Or at least a two year or three year loop so it is a continued purchase to maintain a good battery bank. Then the recycling of the dead or reduced capacity batteries would have to be developed. I get it not a must today. But after the people get the scrap batteries that cannot hold enough for the grid and kill the remaining capacity then we would have the not dump in landfill.

  • @lowrads3653
    @lowrads3653 6 дней назад +8

    You would use LFP or equivalent for grid storage, given the cycle life, calendar life, safety and power density. Storage is going to be a loser compared to grid transmission interconnection for a long time.

  • @DesertRox
    @DesertRox 5 дней назад +2

    Being in this industry for the last 25 yrs, I've been warning about this and the need for this capacity within the USA. Drone tech isn't as straight forward as you elude to however.

  • @DejanSmaic
    @DejanSmaic 5 дней назад +3

    Great perspective Peter.

  • @aaronbottke4555
    @aaronbottke4555 4 дня назад +2

    Brushless DC motors are severely lacking in the Western world. It's a gap almost no one has talked about.

  • @asongtiadepelong3892
    @asongtiadepelong3892 6 дней назад +35

    What if they hording supply for their own offensive

    • @ryelor123
      @ryelor123 6 дней назад

      I think China's objective during this war was to punish Russia just like how America's objective has been to punish Ukraine. My guess is that China wants to reduce the pressure on Russia.

    • @Justdont693
      @Justdont693 6 дней назад +3

      Makes ya wonder

    • @joeasher2876
      @joeasher2876 6 дней назад +4

      Totally valid point... There's usually multiple reasons, that could easily be one of them.

    • @BrokeBillionare
      @BrokeBillionare 6 дней назад +5

      A recent news was that they are making a million drones for their military.

    • @jozefkovac6858
      @jozefkovac6858 6 дней назад +2

      What if? Lol

  • @ericberg2131
    @ericberg2131 4 дня назад +2

    It's not lithium but graphite which controls battery production. The US has no graphite mines and relies on China for graphite. No graphite... no batteries.

  • @nigen
    @nigen 6 дней назад +3

    what is Peter's take of Solid state sodium batteries?

  • @ElginDena
    @ElginDena 2 дня назад

    Great analysis, thank you! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?

  • @T30-z5w
    @T30-z5w 5 дней назад +9

    We also learned that many of our meds were made in China during COVID. This latest issue should be a wake up call as to why we need to bring back domestic production of everything.

    • @Wth_df
      @Wth_df 5 дней назад

      While actually your country is hiding behind the break out.😂
      Check vigilant truth and see by yourself how deadly your meds are. Confirmed by reliable doctor.😂

    • @garyco766
      @garyco766 5 дней назад

      "Need to" doesn't match the reality of a global market. Making things domestically is more expensive, so moving the production of "everything" back to domestic would result in MASSIVE inflation. And what congress/president wants to own that?

  • @brianfoley4328
    @brianfoley4328 5 дней назад +1

    So...my order will be delayed?

  • @RyanWilmot
    @RyanWilmot 5 дней назад +22

    Correction about Lithium: The US has by far the highest Lithium reserves in the world, with an estimated 40 million tons, thanks to the McDermitt Caldera. Extraction will begin in 2026, which will feed Tesla's new Lithium plant in Texas among others. Tesla's new plant just came online and is designed to refine enough Lithium for at least 1 million cars per year. The 2nd highest reserves are in Chile, at a relatively paltry 9 million tons, followed by Australia at 6 million tons. China has only 3 million tons of known lithium reserves.

    • @bj6515
      @bj6515 5 дней назад +4

      You forgot Eastern Ukraine which, along with the gas and oil, is the reason Putler wants it.

    • @amandacollyer645
      @amandacollyer645 5 дней назад +3

      Yeah, the Lithium reserves were discovered recently, but hasn't seemed to percolate yet.

    • @James-hm9on
      @James-hm9on 5 дней назад

      Black Rock wants the resources of Ukraine also

    • @rainlord137
      @rainlord137 5 дней назад +3

      Reserve doesn't matter if you don't have the tech to extract and refine it. China's monopoly on rare earth is the extraction and rafining technology, that's what you non-engineers don't understand.

    • @RyanWilmot
      @RyanWilmot 5 дней назад

      @@rainlord137 Lithium is not a rare earth. It is relatively abundant, especially in the US and Chile. America invented modern lithium extraction and refining in the 70s as well as the lithium ion battery itself . Building upon that, Tesla just built the most advance lithium refinery on the world, so China isn’t a threat in this area to the US. Rare earths as it relates to EV‘s are typically used in magnets and motors, however, in the case of Tesla, they have eliminated them from their motors, so those are not a factor anymore either. With all of this progress batteries will keep getting cheaper and very soon EVs will be cheaper than gas cars to buy and vastly cheaper to own.

  • @PMI551
    @PMI551 5 часов назад

    Lucky butt! A couple months we tried to hike that crossing but it was closed due to visibility and snow.

  • @JaimeOrtega-i5r
    @JaimeOrtega-i5r 6 дней назад +23

    Agreed! That is awesome news! Seems counterintuitive but it forces us to become more manufacturing independent.

    • @jozefkovac6858
      @jozefkovac6858 6 дней назад +1

      Meanwhile, there is a window of weakness, from the ban to the start of own production. A year? Two? The price will shoot up in every case. Nevermind the effect in the battlefield.

    • @syjiang
      @syjiang 5 дней назад +4

      Its nice of them to remove themselves out of the competition

    • @chriauc2976
      @chriauc2976 5 дней назад

      Im glad your are a starved American that is desperate for a low paying job for your healthcare and CEO kings
      When you starting.?
      transport included
      12 hours 6days week no OT
      Really americans ?

    • @JaimeOrtega-i5r
      @JaimeOrtega-i5r 5 дней назад

      Right that temporary "window of weakness" is soon followed by better quality and less dependence.

    • @jozefkovac6858
      @jozefkovac6858 5 дней назад

      @@JaimeOrtega-i5r a lot can (and will) happen during a year or two.

  • @bluebloodboo
    @bluebloodboo 4 дня назад

    Welcome to New Zealand. I hope you have a wonderful experience

  • @jwm1222
    @jwm1222 5 дней назад +4

    We, Texas, haven't had a winter yet, even by our normal standards. Don't designate our grid stress tested yet.😏

  • @OrwellToday
    @OrwellToday 5 дней назад

    The cloud pattern in the background is mesmerizing 😵‍💫

  • @Whichbindoesthisgoin
    @Whichbindoesthisgoin 5 дней назад +7

    Seriously mate, tie that hair up!
    Also available: bows, buns, plaits & dreds 😂

  • @matthewk9563
    @matthewk9563 5 дней назад

    I worry about battery storage fires a little. close to me the are talking about a battery backup plant inside town where the whole place would have to be evacuated in case of a battery fire

  • @wherezthebeef
    @wherezthebeef 5 дней назад +8

    Canada has plenty of Lithium mines... and Trump should very aggressively , strongarm or whatnot, pursue deals and push the Chinese out of the equation in Canada, this is strategic national interest and time to play, extreme.. hardball. Gloves have to come off.

    • @robd8577
      @robd8577 5 дней назад

      Maybe you don't want to play hardball with FVEY allies. Think about it.

    • @oemcargps
      @oemcargps 5 дней назад

      Hasn't Trump already named Cannada as the 51 state? US can do whatever they want in Canada.

    • @AnionsTrop
      @AnionsTrop 5 дней назад

      ​@@oemcargps U.s.a: "I heard if "Canned-Duck" need some democracy on there!😎🇺🇸🦅"

  • @walterrwrush
    @walterrwrush 5 дней назад

    I have only been up that crossing in winter have walked across that lake often

  • @BenjaminGatti
    @BenjaminGatti 5 дней назад +5

    The US is quite far behind China in PCB making and population.

    • @angelcabeza6464
      @angelcabeza6464 20 часов назад

      And apparently cyber warfare defense too lol

  • @nilslivetlanga9710
    @nilslivetlanga9710 5 дней назад

    For grid storage / peaker plant substitution you would use sodium batteries, because they are cheaper than lithium batteries. Less power dense, but that doesn't mater for this use case.

  • @kajakjohlopi7843
    @kajakjohlopi7843 5 дней назад +3

    Reindustrialization? Why would US (or other) companies that are getting out of China go back home instead of a location with cheaper labor like say Vietnam?

    • @dixonhill1108
      @dixonhill1108 5 дней назад

      A) Labor isn't enough, you need other elements of a society. B) They're doing Vietnam too, but Vietnam isn't big enough to do it alone.

    • @eddietat95
      @eddietat95 5 дней назад

      Drone production (and other similar high-tech products) doesn't actually require much labour than it does capital (i.e. machines, raw materials, energy). It will probably be cheaper to just build it alongside existing infrastructure in the developed world.

  • @danielnordeen8410
    @danielnordeen8410 5 дней назад +2

    We need a Manhatten Project for Drones!

    • @leondxut
      @leondxut 4 дня назад

      Now there's a thought, "atomic drones"! Whoda thunk it??

  • @robertoswald4861
    @robertoswald4861 6 дней назад +7

    If only we had the technology to harness the power of the atom to deliver bountiful supplies of electricity, like fusion or fission or something.
    THAT would be a game-changer

    • @julianskinner3697
      @julianskinner3697 5 дней назад +1

      Takes 20 years to build a nuclear power plant. Renewable power is already cheaper now let alone in 20 years time

    • @AlteredState1123
      @AlteredState1123 5 дней назад

      😂😂😂

    • @hanfucolorful9656
      @hanfucolorful9656 5 дней назад

      Even if you can maintain [fusion system] keep working you still can not get the heat out from that things.

    • @SteveSummers-l5s
      @SteveSummers-l5s 5 дней назад

      @@julianskinner3697 Renewable power would be a wonderful panacea if only the wind was constant and the planet would just quit revolving.

  • @myaschaefer6597
    @myaschaefer6597 5 дней назад

    So so cool! One of my favorite hikes I ever did while living and working in NZ back in the 90's. Enjoy!!😀

  • @s10case
    @s10case 5 дней назад +5

    I believe Peter is somewhat anti-Musk, otherwise he probably would have mentioned the new Tesla lithium refining plant that came online recently. I believe it is the first one in America, and uses a new acid free process that is cleaner. There are a couple more that are set to come online sometime soon.

    • @edwardrichardson1367
      @edwardrichardson1367 5 дней назад +1

      YEA NICE IF HE LEFT THE POLITICS OUT OF HIS VIDEOS.

    • @dixonhill1108
      @dixonhill1108 5 дней назад

      He's more of a Liberal Party of Canada guy. You know the party that brought in millions of unskilled indians, because Canada had to be more like Mexico to compete with Mexico. Meanwhile the cartels bought out the Mexican government, and now Trump has nothing to do with mexico.

    • @alfreddunn03
      @alfreddunn03 5 дней назад +3

      Well he certainly isn't a Trump fan.

    • @edwardrichardson1367
      @edwardrichardson1367 5 дней назад +4

      Yea hope he tries to be objective in the future.

    • @JohnJones-k9d
      @JohnJones-k9d 4 дня назад

      @@edwardrichardson1367no chance of that he is a propagandist

  • @Captain_Jack711
    @Captain_Jack711 5 дней назад +2

    Looks like we need to start building drones here in the US

  • @jeremymanson1781
    @jeremymanson1781 6 дней назад +9

    Peter Z is so far behind with the technology. Sodium ion batteries are better for mass storage.

  • @JohnWenborne
    @JohnWenborne 4 дня назад +1

    God Peter you Americans are perfect no one else can come near . 🤠

  • @HarryYouKnowWho
    @HarryYouKnowWho 4 дня назад +3

    I thought it is the other way round. America is banning Chinese drones. It is wonderful for people who can twist it oppositely and still makes so many people believing it. Either this guy is so con smart or people listen to him are so nut.

  • @OG_Hashishin
    @OG_Hashishin 5 дней назад +1

    When do you start your residency on the Vegas Strip?

  • @Dularr
    @Dularr 5 дней назад +4

    Texas hasn't seen a polar vortex this winter, yet.

    • @eddietat95
      @eddietat95 5 дней назад

      No polar vortex on the horizon this year.

  • @TampaDave
    @TampaDave 5 дней назад

    It is good to hear from Peter, even when the background is not this stimulating.

  • @patkelley4071
    @patkelley4071 5 дней назад +3

    Lithium batteries for large scale energy storage are expensive, risky nonsense. A better battery solution for large scale storage is the Edison battery that uses a nickel-iron makeup. While the Edison doesn't have the energy density of lithium, it's cheap, safe, and lasts forever (EVs from the early 20th century have Edison batteries that still work). Since you don't have the real estate problem in large scale energy storage that you do in transportation, the extra space needed doesn't matter.

    • @julianskinner3697
      @julianskinner3697 5 дней назад +1

      Lithium batteries are working well already

    • @patkelley4071
      @patkelley4071 4 дня назад

      @@julianskinner3697 but they are expensive, and eventually have to be replaced. If the electrolyte in Edison batteries is replaced every 8-10 years, they just keep working.

  • @richardsybrandy1
    @richardsybrandy1 5 дней назад

    Thermal and nuclear are constant. What enhancement does lithium storage bring to the table?

  • @KatySei
    @KatySei 6 дней назад +9

    Zeihan - behind you !!! The mountain is about the erupt!!!

    • @goulddddable
      @goulddddable 6 дней назад +3

      It's OK, Peter is wearing his roller skates and his racing hair style.

    • @davidstringer8711
      @davidstringer8711 6 дней назад +2

      Wait until he gets to the Ruapehu crater lake!! That regularly overflows down onto the tussock deserts below.

  • @kj1483
    @kj1483 5 дней назад +1

    0:03 Tongariro Alpine Crossing tramping track in New Zealand, ..World Heritage site which has dual status, both natural and cultural significance. After the climb to the Tongariro saddle, the path takes descents and ascents into and back out of two different craters, passing the Emerald Lakes and along the edge of the Blue Lake. The last two hours descent down the northern flank of the multi-cratered active volcano Mount Tongariro, passing the Ketetahi Hot Springs. Springs in the area are often scalding hot and tainted with minerals and dissolved metals from the volcanic activity. Most natural water in the area is not drinkable. There are no guaranteed fresh water supplies on the walk.
    The full distance of the track is usually 19.4-kilometre

    • @timbo5053
      @timbo5053 5 дней назад +1

      It is an amazing walk with stunning scenery.

  • @GMK189-f2k
    @GMK189-f2k 5 дней назад +8

    Peter is out of touch with what is actually happening. Biggest markets are still in Asia. Most global companies are just moving from China to Vietnam, Korea, Taiwan, Thailand, Singapore and even Japan.

    • @steveunderhill5935
      @steveunderhill5935 5 дней назад

      I doubt he’s out of touch… just pushing his usa first agenda

    • @eddietat95
      @eddietat95 5 дней назад +1

      Not markets, but production. A market is where you *buy/sell* and that part of the equation obviously goes to US/EU.

    • @GMK189-f2k
      @GMK189-f2k 5 дней назад

      @ …..yes and most companies locate manufacturing close to their biggest markets in low cost regions. China, Japan , Korea, Taiwan, Singapore, Thailand, Vietnam, Singapore , Malaysia, India dwarf U.S. market

  • @cniht
    @cniht 5 дней назад +1

    I completely believe what Peter says about Chinese Demographics is correct. I also believe what he states regarding their inability to continue to be the world's factory for cheap consumer goods. However, where I disagree with Peter is that there is going to be any On-Shoring, or Re-Shoring. It won't happen. Those jobs are not coming back, they will go to the next lowest, or new lowest bidder, likely India or another third world country, like Mexico.

  • @BMWHP2
    @BMWHP2 6 дней назад +5

    Thanks for the video. Good info.
    Best way to power a vehicle is with batteries.
    Modern LFP batteries will do a million km without problems, will be used as storage after that and after 30 years will be recycled into new generations batteries.
    The newer generations of EV batteries go into the direction of Sodium and Silicium. Charging in 5 minutes and range of 600km. Why woiuld anyone want to keep burning oil?

    • @Zarrov
      @Zarrov 5 дней назад +1

      because oil still is better energy storage and ev are not always preferable due to their use constraints related to climate, temperatures, access to infrasturcture and peak power.

    • @jeffreysmith236
      @jeffreysmith236 5 дней назад

      You still power vehicles with oil even if they have batteries. Batteries do not power themselves. They have to be CHARGED.

  • @sifergy8412
    @sifergy8412 5 дней назад +1

    For grid scale batteries why use lithium? We use it for mobile stuff due to the relative light weight to power storage but for grid use light weight (and smaller size) is not relevant I’d suggest if you want grid scale batteries then iron air batteries are a good option- totally recyclable non toxic components that are cheap and readily available, not sure why this isn’t already happening

  • @billstolze9943
    @billstolze9943 6 дней назад +4

    Lithium is no longer needed for battery storage. Eos Energy is an American company already manufacturing non lithium LDES.

  • @orbitaljellyfish808
    @orbitaljellyfish808 5 дней назад

    When is channel 2 on travel recommendations and gear?

  • @timharris2252
    @timharris2252 6 дней назад +3

    Thacker pass in Nevada , one of the worlds largest lithium reserves, will produce 40,000 tons of lithium per year enough for 800,000 cars by 2027. GM has partnered with Lithium Americas Corp for this and the Government will loan billions as well. They will ramp up to 80,000 tons per year by 2030 so American lithium independence is in the pipeline

    • @mysterioanonymous3206
      @mysterioanonymous3206 6 дней назад +1

      It's usually not about deposits themselves but the willingness to mine them. Europe has lots of Ressources (except oil) but the continent is so densely populated that you will affect many people directly with mining operations, so there's lots of political constraints. The only empty regions that still exist are N norther Sweden and Norway and that's exactly where you see the mining activity. This will increase a lot in the coming years but mainland Europe is almost impossible to mine.

  • @dennisclapp7527
    @dennisclapp7527 5 дней назад

    Thanks Peter

  • @frenchydampier2209
    @frenchydampier2209 6 дней назад +4

    With all the allies and friends UKRAINE HAS EARNED it’s so easy to ask one of them to place the order.

    • @bcluett1697
      @bcluett1697 5 дней назад +2

      Yeah they talk about how Russia beats all the sanctions with the hand offs, it's easier for Ukraine to maneuver that system. Especially since it's easy to produce equipment and the companies that design mostly all of it are western or western aligned. Ukraine is closer to the source of all that technology tree.

  • @olafspetzki
    @olafspetzki 5 дней назад

    Grit storage is the one application you don't need lithium since energy density isn't that much of a factor. Flow batteries not need rare elements, are cost effective and can get repaired (if a pump breaks you repair the pump, you never have to exchange everything).

  • @Deathclaw.By.Design
    @Deathclaw.By.Design 6 дней назад +6

    Auntie Zeihan (the headband) Great video 📸

  • @adrianthoroughgood1191
    @adrianthoroughgood1191 5 дней назад +1

    In the long run it makes more sense to use sodium batteries for grid storage because the weight doesn't matter. Lithium is the lightest charge carrier so it's likely to carry on being best for EVs, including when they start producing solid state lithium batteries.

  • @masterbasher9542
    @masterbasher9542 5 дней назад +6

    My cynical take; China's easily doing this in order to build up their own drone supplies, for ("dealing" with) Taiwan and more.

    • @axelhopfinger533
      @axelhopfinger533 5 дней назад

      Don't forget the drone demands of ally Russia. While at the same time depriving Ukraine from the necessary parts for their own drone force. You bet Chinese drones will continue to find their way to Russia and perhaps Iran, just not the West anymore.

    • @boblately5402
      @boblately5402 5 дней назад

      @@axelhopfinger533china doesn’t care about Russia. They aren’t actually on friendly terms. China has continually stated a desire to cooperate more with Ukraine. It’s definitely more about Taiwan than anything to do with helping out Russia.

    • @axelhopfinger533
      @axelhopfinger533 5 дней назад

      @@boblately5402 Probably. China is more interested in Russian gold and natural resources.
      Especially those in Siberia.
      And it may actually try to take these once Russia shows enough weakness.
      After all, the belt and road project is pretty much dead with Russia at this point.
      And China's military capacities are strongest on land, where both its infantry strength and mechanized forces are numerically superior to what Russia currently can muster.

    • @AnionsTrop
      @AnionsTrop 5 дней назад

      ​@@axelhopfinger533 China is more care about Myanmar for China to access short route to Hindia ocean.

  • @MrDrichey
    @MrDrichey 5 дней назад

    Peter what would be the best battery chemistry for EVs?

  • @JohnEcker-n9i
    @JohnEcker-n9i 6 дней назад +10

    Thanks Peter ❤

  • @MarkBurnett_Google
    @MarkBurnett_Google 4 дня назад

    I’m curious about your comment relative to Lithium based batteries for vehicles / transportation applications. Not safer than gasoline either for occupants or atmosphere (or both)? What’s your thought on alternatives?

  • @joeasher2876
    @joeasher2876 6 дней назад +9

    This is where you need a government to step in and do things like create plants to build these things. They can then sell them at cost or even at a loss, to private enterprise to run, but if they need to be built right now for strategic reasons and no-one is doing it privately then that's what the government should be doing. Takibg the small loss of throwing some cash at building a plant to save the greater loss of military weakness seems like the obvious choice.

    • @tsubadaikhan6332
      @tsubadaikhan6332 5 дней назад +1

      It's complicated. Battery tech is evolving so quickly. But a lot of that battery tech is now coming from China where they have the facilities to scale any prototype they want up. Commercially, China has taken a huge gamble on Lithium being the future, along with electric cars. Hundreds of billions of Dollars on that gamble. It certainly has them ahead - But could come at an enormous cost down the line. And China has no Oil. So for them, it is more of a strategic gamble, because the less Oil they need to import, the easier any fight they have to have will be. The USA strategically can afford to remain reliant on Oil. Tricky. Because environmentally, we don't want to keep burning Oil.

    • @crinklecut3790
      @crinklecut3790 5 дней назад

      Our defense industrial system is designed to enrich people at home- not actually fight sustained, attritional wars.

    • @urlauburlaub2222
      @urlauburlaub2222 5 дней назад

      @@tsubadaikhan6332 China doesn't do this for domestic reasons (they have oil and other energy), but because it got the funds from the US and Europe more or less for free. So, they simply live opon these handouts, but they also bought the right technology from e.g.Germany, to have a fine production. So, it's not about a gamble, but about getting development aid from the European/American tax payers, which get nearly nothing in return but spy baloons and some fake smile from Xi. And Corona. 😞 China should be thrown out of the UN, because they suck everyone dry.

    • @crosslink1493
      @crosslink1493 5 дней назад

      Also realize its a mining operation, and an ore processing operation. Both are environmentally very dirty, destructive, and associated with lots of nasty chemicals and pollution problems. As soon as something like that gets announced the tree huggers will come out of the forests in droves driving their lithium battery powered Teslas protesting to shut it down no matter what mitigation systems are put in place.

  • @adamreynolds1851
    @adamreynolds1851 5 дней назад

    Whats your thought on the Panama canal and Chinese ports on either side

  • @josephtesta2801
    @josephtesta2801 5 дней назад +5

    Subscribed! Informative, no drama, little editorializing. Thanks for your insight!

  • @jeanlamb5026
    @jeanlamb5026 5 дней назад

    Rooting for the sodium batteries. Won't have trouble sourcing *that*. Also, those big-ass iron batteries are pretty awesome already.

  • @arthurriaf8052
    @arthurriaf8052 5 дней назад +5

    The use of drones is a new twist in the oldest form of warfare. Take the high ground, and you have an advantage.
    The decision by China 🇨🇳 to stop drone exports to Ukraine and America, as Peter has stated, is great news for everyone except the Chinese and Russians.
    Being forced to create an industry to combat a problem always attracts money to finance it.
    Lets see who steps in to fill that void?
    Where money 💰 is to be made, there are always investors willing to join in the profits. 😮😮😮

  • @patrickflanagan317
    @patrickflanagan317 2 дня назад

    As a New Zealander just finished a road tripping family Christmas holiday around the west coast of the South Island and into central Otago, We realize that NZ is by far the best country in the world to be . And a drone shot of where you are would let the viewers know this, Go NZ!!

  • @aleksandrzaviriukha5809
    @aleksandrzaviriukha5809 5 дней назад +3

    According to multiple ukr. sources Americans do not have any understanding of fpv drones capability and possible use. Huge disadvantage

    • @kellychuba
      @kellychuba 5 дней назад

      we should have boots on the ground by treaty.

  • @bobkoure
    @bobkoure 5 дней назад +1

    Lithium makes a lot of sense for batteries in devices that aren't stationary at its power storage per weight and power storage per volume is good. But for stationary devices not so much. (without getting into the chemistry or crystalline structure that limits the number of charge cycles and generates heat). Right now, it has had the benefit of cycles of improvement and has the benefit of manufacturing scale. It makes sense to use it now, but things like iron flow (where you can size your electrodes for instantaneous load and independently add tankage for absolute storage size) make more sense for grid storage. For that matter, there's at least one battery chemistry (sodium) that, although it doesn't store as much charge per weight, where charging is both faster and generates less heat and can be used for many more cycles (that crystalline structure again).
    All that said, the need for lithium isn't going to go away.

  • @sunnywu2464
    @sunnywu2464 6 дней назад +4

    It is the US that started the game by banning the drone for national security, China dances to the tango. Both happy. China-US cooperation.

    • @mysterioanonymous3206
      @mysterioanonymous3206 6 дней назад

      It's China that started it with state sponsored IP theft and planting students for spying activity. Then came the Huawei ban. The rest is history.

  • @w0nd3rlu573r
    @w0nd3rlu573r 5 дней назад +1

    as an EV driver - again (95%+ energy converted to trust, 95%+ recyclable battery), why the most efficient transport is not the way to go? Especially when you can have it as a personal backup for the building.

    • @tilapiadave3234
      @tilapiadave3234 5 дней назад

      Keep dreaming , keep spamming ,,,,

    • @w0nd3rlu573r
      @w0nd3rlu573r 5 дней назад

      @@tilapiadave3234What do you mean "dreaming"? I am living it. How many actual electric motors have you worked with? Because I have. It's pure physics and mathematics. Show me one kilogram of recycled petrol, that you have already burned in your car, that you can put in the tank again. Because my motors, after processed properly, don't even need to be recycled sometimes.

  • @hakanelmaci
    @hakanelmaci 6 дней назад +3

    Thats wat we Turks also are happy about, when the west boycots military stuff we just build it ourself now. Thank you

    • @passais
      @passais 6 дней назад

      U R Nato member. Not logical to boycot you.

    • @mysterioanonymous3206
      @mysterioanonymous3206 6 дней назад

      Except that all the high end parts, sensors and Optronics are being imported from the west... 😂

    • @hakanelmaci
      @hakanelmaci 6 дней назад +1

      @@passais True, but it happend, Germany did not sell us tank engines, Canada didn't sell us opticals for our drones, Germany resisted to sell us fighter jets but with pressure of the UK, Spain and France the sale is a done deal now. The USA didn't sell us the the F16 and F35 and so on.

    • @hakanelmaci
      @hakanelmaci 6 дней назад +1

      @@mysterioanonymous3206 Also true, we hit a 80% self sufficiency in the defence sector, this number will go up in time.

    • @passais
      @passais 5 дней назад

      @hakanelmaci and what was the motivation behind that those refusals?

  • @ProbablyPassionate
    @ProbablyPassionate 5 дней назад

    When you get to the end of the crossing, remember to throw away The One Ring.

  • @Chris.starfleet
    @Chris.starfleet 6 дней назад +3

    It's all good saying in the top corner when the video was first released on whatever platform ... but I would be more interested about the date the video was created / recorded.

  • @devalapar7878
    @devalapar7878 5 дней назад

    Do we produce enough batteries to do that? I haven't seen the numbers but I doubt that.