WIWO: BASF: So soll klimaneutrale Chemie möglich sein wiwo.de/unternehmen/in…
Der erste mit Strom und nicht mit Gas betriebene Steamcracker. Es kommt natürlich immer noch Öl als Basis rein, das dann aufgespalten wird. CO₂-frei wird „nur“ die Hitze. Trotzdem wichtiger Schritt.

⚡️March 2024 China Power Consumption Update!

Hey, we're back! It's been a few months since I got to do one of these.

Chinese power consumption for March 2024 hit 794 TWh, growing a healthy 7.4% versus March 2023.

Good news if you take power usage as an economic marker.
🧵

Herrn Zorn war die gestrige Debatte mit 》N̶̸E̶̴L̶̴ ̈́̕L̶̸A̶̴《 wohl selbst so unangenehm, dass er jetzt fleißig löscht und den Ursprungstweet heute einfach nochmal neu postet.

'No place in our homes' | #Hydrogen blends leak twice as much in household cookers compared to gas: report

Lab tests confirm that leakage rate is likely to wipe out any climate benefits of using #H2 in the first place

#blending #naturalgas #gas

hydrogeninsight.com/policy/no-plac…

'China can only make batteries and solar panels because of cheap labor!' That's why..

*checks notes*

...Chinese companies are rushing to the U.S. to build solar and battery factories.

Over 95% of ASML DUV revenue came from China.
This was 49% of their total revenue.
No one is building fabs for anything besides leading edge despite trailing edge content growth still happening.
America, Europe, Japan, etc will get completely destroyed in 14nm and above nodes.

David Roberts I’m at a maritime conference in Singapore. The Chinese are deploying electric ships in quantities that just blew me away. Here’s a screenshot from just one company

Inconvenient question: who is the major supplier of drones to both Russia and Ukraine in the current war?

1/ New research LUT University 🚀 & RWTH Aachen doi.org/10.1016/j.rene… demonstrates a PV-geothermal hybrid-led energy system analysis on the case of Central American countries. Low-cost solar PV and geothermal in a cost optimum is a novelty.

Seems Tesla just has too little staff to execute large scale industrial projects

„Guten Tag, wir möchten mit Ihnen über klimafreundliche Technologien wie den Verbrennungsmotor sprechen“

That's what I'd call going all-in on AI, replacing a planned factory line for cars with an AI training center.

I'd really like to see the data this decision is based on - AI scaling laws for self driving, cash cost for the training center(s). Focusing or necessity?

Another story: more heads are rolling at Tesla amid the layoffs. While the narrative Tesla, and Elon, are pushing is that the layoffs are due to 'rapid growth resulting in hiring inefficiencies', there's a lot more to it.

On top of Baglino and Patel leaving, we are told that…

We can confirm that the 'Tesla Model 2' or '$25,000 Tesla' is indeed scrapped for now.

Elon denied the original report from Reuters presumably because they mentioned the words 'canceled' and 'scrapped' and you can argue that it is 'postponed' instead, but effectively, nothing is…

Hydrogen distribution, 1944. Nothing much new in hydrogen storage and transport for 80 years.