[PLUG-TALK] U.S. manufactured motherboards ... and growth

[Tomas Kuchta]

Thanks for taking the time to gather the data - it is much better response
that my sarcastic piece.

-T

On Fri, Feb 14, 2025, 12:39 Eldo Varghese <eldo at poningru.com> wrote:

> Is this... is this poe's law in effect?
> I cant tell if this person is snorting Xitter/newsmax/fox everyday or
> just being sarcastic.
>
> Actual statistics regarding renewables:
> For LCOSS, we calculated that it varies from $55.00 per megawatt hour to
> $91.00 per megawatt hour without the ITC in the case of Phoenix and New
> York, and from $42.00 per megawatt hour to $69.00 per megawatt hour with
> the 30 percent ITC, again, from Phoenix to New York. These values are
> $23.00 per megawatt-hour to $39.00 per megawatt-hour higher than the
> standalone PV LCOE without the ITC, and $18.00 per megawatt-hour to
> $30.00 per megawatt-hour higher with that 30 percent ITC. [0]
>
> So that means solar + storage is the cheapest method of dispatchable new
> generation.
> Without storage solar is EVEN CHEAPER:
> `utility-scale PV having an LCOE range of US$29-92/MWh.` [1]
>
> Wind is EVEN cheaper:
> `onshore wind (US$27-73/MWh)` [1]
>
> Ofcourse these figures are WITHOUT federal subsidies.
> With govt ITC/PTC wind+storage comes in at under a penny per kwh.
> Here's the kicker, while we do need some battery storage, majority of
> the renewables' variability can be mitigated with things like DER and
> hydro.
>
> Getting to 80-90% renewables for ALL of our energy needs is a solved
> problem technologically and economically speaking, just a policy issue now.
>
> -Eldo
>
> [0] https://www.nrel.gov/news/video/lcoss-text.html
> [1] https://www.lazard.com/media/gjyffoqd/lazards-lcoeplus-june-2024.pdf
> page 9
>
> On 2/13/25 6:10 PM, Keith Lofstrom wrote:
> > On Thu, Feb 13, 2025 at 10:22:40AM -0800, Ted Mittelstaedt wrote:
> >> There's far too much focus on the saving power mantra.  People don't
> realize
> >> we are 10, maybe max 20 years away from cheap photovoltaics.
> >>
> >> A generation from now people will be wondering why our generation was so
> >> hyper focused on "green power"  The only thing people will care about
> for
> >> power consumption is handheld mobile.
> >
> > Interesting planet you live on, Ted.  Yes, almost everyone
> > will be using a handheld mobile 24x7, conspiracy nonsense
> > whispered into their earbuds ... while they careen down
> > residential streets at 50 mph in their 700 horsepower
> > (50 kilowatt) SUVs.  Electric SUVs, charged by coal power
> > generated out in flyover territory.  Solar photovoltaics
> > won't charge the SUVs at night, but they will keep the
> > decorative windmills spinning when there is no wind.
> > Thems the watts what worry me.
> >
> > Demonstrating that most people don't care, and that some
> > people play the rest in a board game that NOBODY really
> > understands.  Vast evil corporate conspiracies would be
> > more intelligent than the frantic goal-free crank-yanking
> > that almost everyone seems to be doing.  Sadly, it is
> > sleep-walking all the way up to (and including) the
> > C-suite.
> >
> > As Gertrude Stein said, "there is no there there".
> >
> > I recently finished reading "Disconnected America: The
> > Consequences of Mass Media in a Narcissistic World" by
> > Ed Shane.  Published in 2001, and sitting on a shelf in
> > the PSU library ever since.  Shane claimed that laptop
> > screens narrow our thinking in time and breadth.  He
> > died in 2015.  I can guess his opinion of handhelds;
> > perhaps that's what killed him.
> >
> > Friends discuss the eventual replacement of the "tweet"
> > by the one-bit "YO!".  That frees more bandwidth for
> > automated surveillance.
> >
> > Yes Ted, I can "out-cynical" you.  However, I seem to be
> > happier when I'm solving problems rather than kvetching
> > about them.  Next problem, migrating a heap of content
> > from one-man-show MoinMoin wiki to MediaWiki.  Eventually,
> > that one man will get run over by an SUV, by which time
> > I may be too aged and gorked to migrate anything.
> >
> > Curmudgeonly yours;
> > Keith
> >
>
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