I woke up in Europe, nothing on the Alberta referendum on CBC front pages (*fear*), but CTVnews shows 76:23.4. Thank God, my heart.

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The associated issue is simply that the discourse on whether ppl are talking off-grid or on-grid is WILDLY confused, as laid out nicely in that article. Absolutely no one involved has any idea what they're referring to when they blurt out random words like "we need gas for reliability". What???

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EV charging in China was 17.2 TWh in August, up 51.2% year-on-year. That's equivalent to ~1.3 million barrels of oil a day, in a global oil market that shifts about 100m bpd. Just the change from last year cuts global oil demand by 0.5m bpd. english.cec.org.cn#/newsdetails...

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6/6 That’s the problem. Until it figures out how to maintain technological progress while restructuring the conditions that created it, Beijing will continue to try to “solve” the supply-side “problem” China doesn’t have while worsening the real constraint on its economy, its unbalanced demand.

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This is fascinating👇 Feasible for a first round of production with paid-off capital, but gets very expensive with new capital. Industry needs to buffer, but process gear is the most expensive place to do it. IMO you’re better off buffering heat (in batteries) power, H2, or intermediate product. 🧐

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