7 Comments

Alex Turnbull? No chance. Unsubscribed. Bye. 👋

Expand full comment

Very interesting, good to hear some optimism for a change, and you bring up some good data points.

FYI, I linked your post here: https://www.libertyrpf.com/i/78417137/optimistic-take-on-europe-energy-crisis

Cheers 💚 🥃

Expand full comment

About energy storage without expensive materials: consider pumped thermal energy storage. Up to 75% round trip efficiency in a system operated below the creep temperature limit of cheap mild steel.

https://aip.scitation.org/doi/10.1063/1.4994054

Expand full comment

Interesting article with some welcome questions. Unfortunately we don’t seem to get past some key constraints which are not mentioned (low historical fossil fuel and refining investment in capacity cannot be wished away). Further, the EROEI point sounds wrong, do you have a source for us? Last I checked it was hard to beat coal and gas on a fully loaded EROEI basis apart from nuclear.

Expand full comment

Alex great post, thanks. Is your math on projected annual lithium demand off?

Expand full comment

If Putin is indeed about to play his last chip and lose, that financialzed capital in energy markets is leaving quickly imo. Which would be a nice cherry on top

Expand full comment