Latest / The Clean Energy Show / The Plan to Phaseout Fossil Fuels; Hospital Emissions
Transcript
- 1:00:03Hello and welcome to episode 310 of the
- 1:00:06Clean Energy Show. I'm Brian Stockton.
- 1:00:08I'm James Swittingham.
- 1:00:10This week, Gorilla Solar is taking off in
- 1:00:12the Philippines.
- 1:00:14Congratulations to all the
- 1:00:15gorillas in the Philippines, now powering
- 1:00:17their treehouses with solar power.
- 1:00:20Wait, I'm being told that's the wrong
- 1:00:22spelling of gorilla. Wait,
- 1:00:25I'm also being told that I'm an
- 1:00:27idiot. The world's largest battery maker
- 1:00:29is showing that new sodium
- 1:00:31ion batteries could power the
- 1:00:32planet's electricity grids cheaper than
- 1:00:35anyone imagined until
- 1:00:36recently. Now, if we can get sodium
- 1:00:39into batteries and out of my diet, I
- 1:00:41might live long enough to reap the
- 1:00:43benefits of the new world.
- 1:00:44A doctor in Australia is fighting the
- 1:00:46waste and carbon footprint
- 1:00:48of hospitals. It turns out
- 1:00:50nitrous oxide, also known as laughing
- 1:00:52gas, is a potent greenhouse
- 1:00:54gas. I guess we have to cancel
- 1:00:56our plans to do a bonus episode while
- 1:00:59huffing laughing gas. The
- 1:01:01good news is that helium is not
- 1:01:03a greenhouse gas, so we can do an episode
- 1:01:05on helium. All that,
- 1:01:07your letters, the lightning
- 1:01:08round, and more on this edition of the
- 1:01:10Clean Energy Show. Okay, it's
- 1:01:14the first show of the month,
- 1:01:14and we give shout outs to our Patreon
- 1:01:16members who make this podcast possible.
- 1:01:19Thank you everyone for
- 1:01:20financially supporting us. You can do it
- 1:01:23for as little as zero at
- 1:01:24patreon.com slash clean energy
- 1:01:26pod. You don't have to pay money, but it
- 1:01:28helps us if you do. The high
- 1:01:31rollers are going to get them
- 1:01:32out of the way. First, the Clean Club
- 1:01:33executive, Green Bastard, Brent Rowley,
- 1:01:35Tiernan, and the Clean
- 1:01:36Club Plus members, Bob Armstrong, John
- 1:01:39Hayes, Wes S. and Glenn
- 1:01:41Wright. Thank you so much for your
- 1:01:42generosity, and we'll give more shout
- 1:01:44outs at the end of the show. All right,
- 1:01:46James, it is time to
- 1:01:48play Jeopardy. Back to you, Greg.
- 1:01:51Business history, 800. The
- 1:01:54end of an EV tax credit in 2025,
- 1:01:57hurt sales for Tesla and other makers
- 1:01:58like this one about to introduce the R2.
- 1:02:01Alice, what is Rivian? Right. Oh, he got
- 1:02:04it. Yeah. I normally put
- 1:02:07these on the show because they
- 1:02:08often get them wrong. They're very
- 1:02:09smarter. This one included a
- 1:02:10visual clue, which was a picture
- 1:02:13of the Rivian. So that was easy for me.
- 1:02:17They're listening to this
- 1:02:17podcast, as we suggested all
- 1:02:19Jeopardy contestants do, in case they get
- 1:02:21questions like this as part of your
- 1:02:23homework is to listen
- 1:02:24to our podcast. You know what? I think
- 1:02:25that's an excellent idea.
- 1:02:27All right. So we have a bonus
- 1:02:29question from the same episode of
- 1:02:31Jeopardy. So play that first one. Let's
- 1:02:35do map 16. The answer
- 1:02:37there. Another Daily Double. This is the
- 1:02:42last one in the game, Greg.
- 1:02:44How much do you want to wager?
- 1:02:45Let's do 6,000. 6,000 this time will take
- 1:02:48you to 22,400, if
- 1:02:50you're right, on the map.
- 1:02:52The name of this Alberta city refers to
- 1:02:54an actual accessory called a Samus. The
- 1:02:57Samus, James, do you
- 1:02:59know what the Samus is? No, Brian. I
- 1:03:02don't know what the Samus is.
- 1:03:04Yeah. And this has nothing to
- 1:03:05do with clean energy, but this is about
- 1:03:07sitting near us. So I did
- 1:03:09not get this either. So I'm
- 1:03:11always embarrassed when I don't get the
- 1:03:12Canadian clues, especially
- 1:03:13the ones that are near us.
- 1:03:17So when you're ready, go ahead and play
- 1:03:18the answer. What's Moosejaw? No.
- 1:03:23What's the right city here? Oh, I put the
- 1:03:25buzzer in. I don't think
- 1:03:27there's enough buzzers on
- 1:03:28Jeopardy. So I put that in. No, no. But
- 1:03:31they guessed Moosejaw,
- 1:03:32which is the city right near us,
- 1:03:59which we love to talk about. What was the question again? What is a Samus? Samus.
- 1:04:01Well, it's not a traveling through Medicine Hat on my way
- 1:04:03to the mountains or my relatives.
- 1:04:05You know what? We stopped there last
- 1:04:07time. They have an amazing ceramics
- 1:04:09museum there. So highly
- 1:04:10recommended to visit the ceramics museum
- 1:04:12in Medicine Hat.
- 1:04:14Ceramics? Yeah. Okay. I'm not
- 1:04:18following you. It's a museum of pottery?
- 1:04:22Yeah, pottery ceramics.
- 1:04:23Medicine Hat is known for its
- 1:04:24pottery. They must have good clay
- 1:04:26deposits there or something, but they
- 1:04:27have a long history of
- 1:04:28ceramics in Medicine Hat and they have an
- 1:04:30amazing museum. Okay. Well,
- 1:04:32I had dinner with my son's
- 1:04:34friends. They asked me, it was very
- 1:04:37unusual. Have you ever had
- 1:04:38your kids say, I want you to have
- 1:04:40dinner with my friends, you know, adult
- 1:04:43children. It was a very
- 1:04:44unusual request and I didn't think
- 1:04:46twice about it. Of course I was going to
- 1:04:48do that. And his friend is an
- 1:04:50engineer who went to school,
- 1:04:52graduated before my son and he's living
- 1:04:55in our city now with his
- 1:04:56girlfriend who's in pre-med
- 1:04:59and they are looking at a future here in
- 1:05:01our city. They like our
- 1:05:02city. They're from a small town.
- 1:05:04They're from Swan River. I won't mention
- 1:05:06the person's name because
- 1:05:07I don't want to out him,
- 1:05:08but they're from Swan River, Manitoba,
- 1:05:09which is a small 4,000
- 1:05:11person town and it's kind of a hub
- 1:05:14in the area. So there's a lot of car
- 1:05:16dealerships and the car dealerships
- 1:05:18apparently sell cars for
- 1:05:19like 9,000 more than they do in the big
- 1:05:21city down south. So, but
- 1:05:24people just go for it. They don't
- 1:05:25question it and they're very right wing
- 1:05:29and traditional and
- 1:05:30not pro EV in any manner.
- 1:05:33This guy, he went and got himself a
- 1:05:36Lexus, brand new Lexus
- 1:05:38for like 1% financing,
- 1:05:40less than 1% financing from the city. His
- 1:05:43dad cosigned the loan and
- 1:05:44you know, so he set up with
- 1:05:46a car. I'm sure my son would do the exact
- 1:05:49same thing, but this
- 1:05:49guy, he loves his car
- 1:05:52and he wants to know where in the city to
- 1:05:53live. Cause I grew up
- 1:05:55here. I have lots of
- 1:05:56knowledge about our city. So I know about
- 1:05:58different neighborhoods, but
- 1:05:59of course I spent most of the
- 1:06:01dinner getting them up to speed on
- 1:06:04pollution and saying,
- 1:06:06frankly, if I had the choice,
- 1:06:09I wouldn't live in the city period
- 1:06:10because I don't know how far the
- 1:06:12pollution goes. And it's,
- 1:06:14my monitoring is showing disturbing
- 1:06:16things every night. Now
- 1:06:17it's bad. Now there's,
- 1:06:20there's temperature inversions at night,
- 1:06:21but it wasn't this bad last
- 1:06:22summer. It wasn't happening
- 1:06:23like this last summer. Every night
- 1:06:25there's, if it's no wind or very light
- 1:06:27wind, there's horrible
- 1:06:29things. I don't know. The steel mill I
- 1:06:31think is putting out
- 1:06:32pollution more than they used to.
- 1:06:35That's my hunch, but I can't prove that I
- 1:06:38can't do anything about
- 1:06:39it. I move far, far away,
- 1:06:41but that seems to be what's going on.
- 1:06:44Like last night, my partner
- 1:06:46came in the door and said,
- 1:06:47it's horrible out there. It smells like a
- 1:06:48paint can, but the wind
- 1:06:50was not from the refinery.
- 1:06:51It was from the north. It was from a year
- 1:06:53downwind from the steel mill, the
- 1:06:56electric arc steel mill.
- 1:06:58And I, of course I've searched up all the
- 1:07:00different things that
- 1:07:01can come out of these
- 1:07:02two things. And I've shown pictures on
- 1:07:05our Patreon page of what
- 1:07:06is on my car every morning.
- 1:07:08And I was setting up my e-bike with a new
- 1:07:11bike computer that I got
- 1:07:13that has GPS on it and lots
- 1:07:16of different functions. You don't need a
- 1:07:17sensor. It just works with
- 1:07:19GPS and gives you your elevation
- 1:07:21gain, your speed and all that. So it's
- 1:07:23very simple and easy to use. I was
- 1:07:24setting up and I went away
- 1:07:25for a couple of hours. I came back and
- 1:07:27there was soot on it in the
- 1:07:28middle of the day, like little
- 1:07:30specks of gray on it. And I'm thinking,
- 1:07:34you know, what's in my
- 1:07:36garden? Should I buy lead tests?
- 1:07:39And how far does this go? How far does
- 1:07:40this go? Cause it's, it's
- 1:07:41happening all the time now.
- 1:07:43And I really don't know what to do about
- 1:07:45it, but I feel pretty
- 1:07:46helpless. And I expressed that day.
- 1:07:47And I also expressed that the refinery
- 1:07:49has been known to ruin car
- 1:07:51paint. They have fusions of
- 1:07:53emissions. That was a long time ago. You
- 1:07:55were, you were more
- 1:07:56knowledgeable about that than I,
- 1:07:57because you said cars were driving around
- 1:07:59cause they didn't take
- 1:08:00the insurance. So they had
- 1:08:01bad paint for years and years. It was
- 1:08:03about 30 years ago, there was some
- 1:08:04emissions. So everybody
- 1:08:05kind of in your neighborhood, a bunch of
- 1:08:07the paint started peeling
- 1:08:08off cars and everybody got
- 1:08:10a settlement, like a check for a thousand
- 1:08:12or $2,000 to cover a new
- 1:08:14paint job. But not everybody
- 1:08:17did it. They just took the money and then
- 1:08:18they drove around.
- 1:08:19There was tons of cities,
- 1:08:20tons of cars that are city that had
- 1:08:22peeling paint. Yeah. Well, that's
- 1:08:25somebody, I was at a book
- 1:08:26launch a couple of years ago, almost now
- 1:08:28there, they refinery
- 1:08:30workers said that they lived in
- 1:08:32uplands and the peel, sorry, the paint
- 1:08:34was peeling off their sheds
- 1:08:35or something. I can't quite
- 1:08:36remember. So it was quite a, quite an
- 1:08:38event. And that got his
- 1:08:40attention. He loves his car.
- 1:08:43He's one of these people who really loves
- 1:08:44his car and takes care of
- 1:08:46it. And it's all about his car,
- 1:08:48which is fine. And he thinks he'll get an
- 1:08:49electric car one day. And
- 1:08:50he listens to our podcast
- 1:08:51sometimes. So shout out to you. You know
- 1:08:53who you are and your girlfriend and
- 1:08:56thanks for dinner. He
- 1:08:57also paid for the check, which is
- 1:08:59important when you're a podcast. It's
- 1:09:00very nice of them. Thank you.
- 1:09:04Didn't have to do that though. Renewables
- 1:09:06have got big sort of bit of
- 1:09:09momentum last week because 57
- 1:09:11countries, we haven't talked about this
- 1:09:13yet, except for when it was
- 1:09:14announced on the, like the
- 1:09:16annual COP, the meeting of the countries
- 1:09:20to discuss climate
- 1:09:21change, which happens every
- 1:09:23late November, early December. And they
- 1:09:26were so frustrated because
- 1:09:26they couldn't utter the word
- 1:09:27fossil fuels last time. They weren't
- 1:09:29allowed to because the petro
- 1:09:30states, you know, foreboded.
- 1:09:32Yeah. So they came up with a new
- 1:09:34conference in Santa Marta, Colombia, that
- 1:09:37just took place last
- 1:09:38week. 57 countries showed up. They're
- 1:09:40largely from the global
- 1:09:41South Europe and Canada as well.
- 1:09:43Although I don't know how Canada can do
- 1:09:47this. So just discussing how
- 1:09:49we can phase out fossil fuels
- 1:09:50at all. There's no agreements like COP.
- 1:09:52It's just like, you know,
- 1:09:54let's get the other and talk.
- 1:09:55At the last COP in Brazil, several
- 1:09:57countries blocked even the
- 1:09:59mention of fossil fuels from
- 1:10:01the main agreement. Somewhat out of
- 1:10:03frustration, Colombia and the Netherlands
- 1:10:06announced they would
- 1:10:07move ahead with the transition
- 1:10:08regardless. Those keen to be part of the
- 1:10:11new era joined them in
- 1:10:13Santa Marta, a city on the northern edge
- 1:10:15of Colombia next to the Caribbean Sea.
- 1:10:18So yeah, it was refreshing not to be
- 1:10:20combative with petrol states like us,
- 1:10:23like Canada and certainly
- 1:10:24the United States who wasn't there, by
- 1:10:26the way. They just wanted
- 1:10:27to figure out how to get off
- 1:10:28fossil fuels. France is the only country
- 1:10:30to announce a total phase
- 1:10:31out. They did that last week
- 1:10:33and they set 2050 as their goal. But
- 1:10:35France is the only country
- 1:10:36so far to actually say we're
- 1:10:38phasing out. China is also against this,
- 1:10:40by the way. One of the
- 1:10:41leaders in renewables is not
- 1:10:43saying that they're going to cut out
- 1:10:45fossil fuels, which is too bad because
- 1:10:47they perfectly well have
- 1:10:48the ability to do so. And all the
- 1:10:51countries, by the way, Brian, were
- 1:10:53democracies. So there's kind
- 1:10:54of a split now between democracies and
- 1:10:57petrol states and
- 1:10:58authoritarian states that want to,
- 1:11:01you know, the politicians have been got
- 1:11:03to by fossil fuels in
- 1:11:05those areas and it's very
- 1:11:06difficult to phase them out. But of
- 1:11:09course, as everything we
- 1:11:10talk about on the show,
- 1:11:13the momentum is there. It's already being
- 1:11:14phased out. We just need,
- 1:11:16you know, little nudges here
- 1:11:17and there basically at this time. The
- 1:11:19transition is happening
- 1:11:20regardless, but meetings like this
- 1:11:23can help move it forward. All right. So
- 1:11:26from Bloomberg, a doctor
- 1:11:27in Australia is trying to
- 1:11:28stem the tide of waste in the healthcare
- 1:11:31industry. Now, anytime you've been to the
- 1:11:34Dr. James, you've probably noticed how
- 1:11:36they're always kind of
- 1:11:37peeling something out of a piece
- 1:11:39of plastic, unwrapping it, you know,
- 1:11:41using it on you and the
- 1:11:43whole thing gets thrown away.
- 1:11:44I just had a scoped on my throat and by
- 1:11:48the way, highly recommend
- 1:11:50it. I don't want to diverge too
- 1:11:53much here, but I was probably going to
- 1:11:54mention this anyway in the intro. Good
- 1:11:57drugs don't remember
- 1:11:59a thing. And my dad died of esophagus
- 1:12:03cancer. So I had acid reflux. It's been
- 1:12:07treated for 20 years,
- 1:12:09but they just, before they do this
- 1:12:10operation on me this summer,
- 1:12:11they wanted to have a lucky Lou
- 1:12:13and my esophagus got a clean bill of
- 1:12:15health, which was a relief.
- 1:12:16Cause my dad died, I think about
- 1:12:19seven years older than I am currently. So
- 1:12:21who knows what could have
- 1:12:23happened? He was a smoker
- 1:12:24for part of his life and that contributes
- 1:12:25as well to such things. But
- 1:12:27they also found polyps in my
- 1:12:29stomach. One of them could have been
- 1:12:31pre-cancerous. So they snipped that off
- 1:12:32to have a look. We haven't
- 1:12:33got the results back. It's a slow growing
- 1:12:36thing. And it's part of,
- 1:12:38actually they come up because
- 1:12:39you do take this anti-reflux medication
- 1:12:42for long-term. You can have
- 1:12:43little polyps in your stomach,
- 1:12:45but usually they're benign. So that was
- 1:12:46just a precautionary thing. And you know,
- 1:12:49the scope up the other end, which I've
- 1:12:50had three times, a lot more involved. I
- 1:12:53don't mind the scope
- 1:12:53itself because they give you drugs for
- 1:12:55that, but it's the preparation of
- 1:12:57diarrhea and then having
- 1:12:59to clean out yourself. That's not
- 1:13:00pleasant. But to scope down this end, I
- 1:13:03was worried about it for
- 1:13:04a long time. Really good. And of course,
- 1:13:07highly recommended. We
- 1:13:09don't know if they threw that
- 1:13:10scope away after they stuffed it down.
- 1:13:11Oh, they did not throw the
- 1:13:13scope away. They sterilized it.
- 1:13:14But I had lots of plastic. I remember
- 1:13:17thinking about this because
- 1:13:18they said, "Put your clothes."
- 1:13:21Well, they said, "Take off your pants." I
- 1:13:22don't know why I had
- 1:13:22to take off my pants.
- 1:13:26I'm getting the scope on this end. And it
- 1:13:28wasn't in the apartment
- 1:13:29where they did both ends,
- 1:13:30but they said, "Take off your pants and
- 1:13:32put on a gown." So I did.
- 1:13:35And then they said, "Well,
- 1:13:35put your pants and everything in your
- 1:13:37jacket into this giant
- 1:13:39bag," which was plastic bag.
- 1:13:42Not just a bag, but it would have been a
- 1:13:44huge garbage bag that you
- 1:13:45would use in your yard or
- 1:13:47something. So I noted right there that
- 1:13:50that was a waste. And then there was
- 1:13:51other things as well.
- 1:13:52Yeah. I've used those before at the
- 1:13:53hospital and for sure they throw those
- 1:13:55things out. Often the
- 1:13:56gowns are single use, depends on where
- 1:13:59you are. But all kinds of
- 1:14:02things in health and medicine
- 1:14:04are single use. Now, here was the
- 1:14:06shocking thing. I did not realize
- 1:14:08greenhouse gases come
- 1:14:10from things like anesthesia. So when
- 1:14:13there's an inhaled gas like nitrous
- 1:14:16oxide, which is laughing
- 1:14:17gas, you inhale it and then you exhale
- 1:14:20it. And then it's a very potent
- 1:14:22greenhouse gas. I had no
- 1:14:24idea. It is potentially thousands of
- 1:14:26times higher as a greenhouse gas than
- 1:14:32CO2, thousands of times
- 1:14:33higher. Now, it's hopefully a small
- 1:14:35amount, but nevertheless, various
- 1:14:38anesthesias are a bad
- 1:14:41greenhouse gas. And I'm going to be
- 1:14:42getting some this summer. Yeah. So
- 1:14:44anyway, there's some stats
- 1:14:46here in the article in Australia.
- 1:14:48Hospitals are responsible for an
- 1:14:49estimated 7% of national
- 1:14:52emissions. And in US, healthcare is about
- 1:14:558.5%. Globally, if the
- 1:14:59healthcare sector were a country,
- 1:15:01it would be the fifth largest emitter,
- 1:15:04well above Japan and
- 1:15:05Canada. These are quite shocking
- 1:15:09numbers. I will point out that my good
- 1:15:11drugs were not anesthesia though, for
- 1:15:13this procedure. They
- 1:15:14put it in an I.T. And I don't think those
- 1:15:17admitted, although I was
- 1:15:18somewhat gassy afterwards. I don't
- 1:15:20know if that counts. But I was sad to
- 1:15:22hear that because, you know, I love
- 1:15:24getting nitrous oxide,
- 1:15:25I'd say at the dentist. It's a nice, nice
- 1:15:27little, you feel guilty
- 1:15:29about it. You can't feel good
- 1:15:30about your nitrous oxide. Anyway, so
- 1:15:32there's a doctor, Forbes
- 1:15:33McGaine is his name and he's at
- 1:15:35Melbourne, Australia's. That's not his
- 1:15:38name. Forbes McGaine.
- 1:15:39Forbes McGaine, that's his name.
- 1:15:41It sounds like a cartoon character. I
- 1:15:43mean, it's like a three
- 1:15:46strip cartoon in the paper.
- 1:15:48Exactly. So it's Footscray Hospital in
- 1:15:52Melbourne, Australia. And so this doctor,
- 1:15:56he's become the associate dean of
- 1:15:58healthcare sustainability at the
- 1:16:00University of Melbourne
- 1:16:01and is trying to implement as many
- 1:16:03techniques as possible to help reduce
- 1:16:06their carbon footprint.
- 1:16:07So at his hospital, they have
- 1:16:09decontamination rooms and staff in navy
- 1:16:12scrubs and hair covers,
- 1:16:13rinse trays, reassemble surgical kits and
- 1:16:16load bundles of linen
- 1:16:18into a wall of sterilizing
- 1:16:19machine. Green and yellow plastic bowls
- 1:16:22are stacked on a
- 1:16:23trolley waiting to be washed,
- 1:16:25packaged and put back into circulation. A
- 1:16:28lot of hospitals would
- 1:16:30not have this at all,
- 1:16:31says Forbes McGaine, nodding toward the
- 1:16:34reusable bundles. It would
- 1:16:35all just be chucked away.
- 1:16:37So they're going to switch. We were going
- 1:16:39to switch to
- 1:16:40disposables because everyone said
- 1:16:42it would save us money, he says. But in
- 1:16:44reality, it doesn't. That's
- 1:16:45what I find disturbing. These
- 1:16:47assumptions get made without any
- 1:16:48scientific rationale. So to
- 1:16:51take just one example, his
- 1:16:52team's time in motion study found that
- 1:16:54even after paying staff to wash and
- 1:16:56sterilize equipment,
- 1:16:58single use products are still more
- 1:17:00expensive. Really? But I think people,
- 1:17:03yeah, just make that
- 1:17:03assumption that this is a cheaper way to
- 1:17:05go. So, you know, this is a
- 1:17:07massive, massive market. So
- 1:17:09this is going to be difficult to disrupt
- 1:17:12or interrupt. The global
- 1:17:14medical plastics industry
- 1:17:16alone is on track to surpass 87 billion
- 1:17:20by 2030. And for
- 1:17:22decades, manufacturers equated
- 1:17:24disposability with safety, a narrative
- 1:17:27that built a global
- 1:17:29supply chain on fossil fuels
- 1:17:31and throw away products. It says here
- 1:17:34during the height of the pandemic,
- 1:17:36McGaine's hospital threw away more than a
- 1:17:38million gowns in a single
- 1:17:40year. And by November 2021,
- 1:17:43COVID-19 vaccinations had generated an
- 1:17:46estimated 144,000 metric tons of syringe
- 1:17:50and needle waste globally while test kits
- 1:17:53were responsible for
- 1:17:54731,000 liters of chemical waste,
- 1:17:58according to the World Health
- 1:18:00Organization. So this all
- 1:18:02started after World War II,
- 1:18:04when plastics got cheaper and the trend
- 1:18:07hardened in the 1980s
- 1:18:08amid HIV fears and aggressive
- 1:18:11manufacturer marketing that sold
- 1:18:13throwaway items as safer.
- 1:18:17JS Right. Well, we always talked about
- 1:18:19the pandemic as we started
- 1:18:20this podcast in the pandemic
- 1:18:22about how emissions went down. But who
- 1:18:25knew that we weren't
- 1:18:27thinking about that other end of it,
- 1:18:28the mass vaccinations would actually
- 1:18:31cause emissions because of the plastics.
- 1:18:33JS Yeah, for sure. Now there's another
- 1:18:35footnote here. One of the most
- 1:18:37frustrating setbacks for
- 1:18:39Forbes McGaine was when he lobbied for
- 1:18:41the new hospital to be
- 1:18:42built without gas heating. And
- 1:18:44the idea had support from hospital
- 1:18:46administrators but was ultimately
- 1:18:48rejected. Large contractors
- 1:18:50and service providers are often biased
- 1:18:52toward longstanding gas
- 1:18:54infrastructure, making all
- 1:18:56electric builds harder to push through.
- 1:18:58So that was a setback. But
- 1:19:00there is a new hospital opening
- 1:19:02in the area in early 2026.
- 1:19:05And it will be all electric.
- 1:19:08JS Well, that's good to hear. Yeah, I
- 1:19:09can't imagine hospitals
- 1:19:11easily taking a stand on this,
- 1:19:14especially for some reason, I think of
- 1:19:16the American hospitals, which
- 1:19:17are private for some reason.
- 1:19:19JS Yeah.
- 1:19:19JS It is a money saving
- 1:19:20thing. Maybe we could argue that.
- 1:19:23JS Yeah, clean energy almost always will
- 1:19:26save you money. So that's the way to go.
- 1:19:27JS Well, that's an interesting story. And
- 1:19:28I had no idea about it. I
- 1:19:29wanted to also interject here
- 1:19:31because I bought this drone a while ago,
- 1:19:35about 2017 or something.
- 1:19:38And it had a single battery
- 1:19:39from a department store, but it has a GPS
- 1:19:41because my low point in
- 1:19:43fatherhood was when I got a kid's
- 1:19:46drone from Costco, flew it myself, lost
- 1:19:49contact with it in the
- 1:19:50wintertime, and it flew over a
- 1:19:52school and landed on the school roof. And
- 1:19:54that was that. There was not
- 1:19:54a damn thing I could do about
- 1:19:55it. And I felt bad. So I went and bought
- 1:19:58a GPS drone where
- 1:19:59that couldn't happen to,
- 1:20:01because if it loses a signal, it comes
- 1:20:02back to base. Okay,
- 1:20:03that's part of the story. But
- 1:20:05it hasn't had a working battery in a long
- 1:20:07time. This is the battery for
- 1:20:09it. Okay, it's just a small,
- 1:20:11almost like a pack of gum or something,
- 1:20:13right? This isn't like a
- 1:20:15DGI drone. This is just a
- 1:20:17department store kind of drone that's
- 1:20:19about $100 Canadian at the
- 1:20:20time. And I finally got a new
- 1:20:22battery for it because the thing's been
- 1:20:24hanging on the wall. And I
- 1:20:25thought, well, you know, it's
- 1:20:27been hard to get a battery for it. Well,
- 1:20:29I got one. And now the new
- 1:20:30batteries after these years
- 1:20:32are basically 50% more energy in them in
- 1:20:37the same space. So that
- 1:20:38speaks to energy density that we
- 1:20:40always talk about in the show for cars
- 1:20:42and storage, how that's
- 1:20:43improving. Well, even for my little
- 1:20:45drone, same space, same weight, it is 50%
- 1:20:50more energy now. So it
- 1:20:50was difficult to replace the
- 1:20:51battery because sometimes these things
- 1:20:52are kind of meant to be
- 1:20:53thrown away. Well, yeah, this is
- 1:20:55just a generic battery that somebody made
- 1:20:59in China and imported it
- 1:21:00to Amazon here in Canada.
- 1:21:03So it had been hard because I haven't got
- 1:21:06one. Like I've been
- 1:21:07looking at them and sometimes
- 1:21:08they were expensive. This was only $20
- 1:21:10though, which is like $15
- 1:21:12US money for a new battery.
- 1:21:15It'll go 10 minutes instead of seven
- 1:21:17minutes. Let's put it that way.
- 1:21:18But was there soldering involved or did
- 1:21:20you just snap it in?
- 1:21:21No, these things they come with, you can
- 1:21:23buy multiple batteries.
- 1:21:24So they come with a little
- 1:21:25plug. And that's why I think what's
- 1:21:26unique about this is the plug.
- 1:21:28It's got a red plug instead of
- 1:21:30a white plug and it's a bit different. So
- 1:21:32that was a bit tricky to
- 1:21:33find. So yeah, now I have that.
- 1:21:34Yeah. Because sometimes products are made
- 1:21:36with a battery that's
- 1:21:37really not meant to be replaced.
- 1:21:39And that sucks. This was an Australian
- 1:21:41company, Skyviper. Shout
- 1:21:42out to Australia if we haven't
- 1:21:44given you enough attention in the show
- 1:21:45already. By the way, CATL,
- 1:21:48the world's largest battery
- 1:21:50maker, they are in China. They are saying
- 1:21:52that these new sodium
- 1:21:54ion batteries are basically
- 1:21:56mainstream ready and they've signed a
- 1:21:58massive 60 gigawatt hour
- 1:22:00deal. So sodium ion batteries are
- 1:22:03these new batteries that have been around
- 1:22:05for a couple of years now
- 1:22:06developed mostly in China.
- 1:22:08Although I'm sure lots of people are
- 1:22:09working on them, Rivian's
- 1:22:10working on them in America. You
- 1:22:12mentioned them in the Jeopardy section
- 1:22:13earlier. Well, they're
- 1:22:16saying that these are so ready
- 1:22:18that by the end of this year, they're
- 1:22:19going to be mass
- 1:22:20producing them and they're already
- 1:22:22starting to produce them on lower scale.
- 1:22:26So sodium is
- 1:22:27basically lithium ion battery,
- 1:22:29but you replace the lithium, which is
- 1:22:30kind of hard and kind
- 1:22:31of expensive with sodium,
- 1:22:33which is salt, not any salt, but it's
- 1:22:35pretty available. This
- 1:22:37kind of salt, the sodium that
- 1:22:38they can get and there's a drawback to
- 1:22:42it, but there's also some
- 1:22:43advantages. One of the drawbacks
- 1:22:44is that you can't get as much energy
- 1:22:46density in it like I was
- 1:22:48talking about my drone battery.
- 1:22:50So if this was sodium ion, maybe it would
- 1:22:52fly for seven minutes instead of 10
- 1:22:54minutes, but it would
- 1:22:54still be the same size, right? And there
- 1:22:57wouldn't be any, you know, drone
- 1:22:58batteries and batteries
- 1:22:59like that. They all make lithium so they
- 1:23:01can go as far as they can,
- 1:23:03but not all batteries have to
- 1:23:05be this small and fly in a drone. Some of
- 1:23:07them are huge batteries that
- 1:23:09are the size of a container
- 1:23:10on the back of a big truck that would be
- 1:23:13parked in a grid somewhere
- 1:23:16with the power of the grid.
- 1:23:17You'd have a bunch of these batteries,
- 1:23:18the size of containers, shipping
- 1:23:20containers, and in them,
- 1:23:22they would power the grid. And we even
- 1:23:24have some close to where I live, but
- 1:23:25they're not sodium ion.
- 1:23:27Well, the point is that these sodium ion
- 1:23:29batteries, their advantages
- 1:23:31are great for grid storage,
- 1:23:32but they're also, CATL said they're
- 1:23:35putting them into cars now, but they're
- 1:23:36going to put them in
- 1:23:37the mass, produce them in cars by the end
- 1:23:40of this year. So what will happen is
- 1:23:43those cars will be a
- 1:23:44lower, a lower mileage. They'll have a
- 1:23:47lower range. They'll
- 1:23:48have probably around maybe a
- 1:23:50max of 500 or so. So there'll be kind of
- 1:23:52more city cars compared to
- 1:23:53the longer range cars now,
- 1:23:56but you will have, they'll be cheaper,
- 1:23:58but the right now
- 1:23:59they're about the same price,
- 1:24:00but they see them getting a lot cheaper
- 1:24:02as they go along.
- 1:24:04Cause these are brand new.
- 1:24:05So they claim sodium ion mass production
- 1:24:08is solved because there
- 1:24:09was some problems with that.
- 1:24:11And this 60 gigawatt hours is a lot,
- 1:24:13right? That is a lot.
- 1:24:15That's like storing, you know,
- 1:24:19a nuclear reactor for two and a half
- 1:24:20days, basically the output
- 1:24:22of it. It's a lot of power
- 1:24:24and it's hyper strong as a company,
- 1:24:27largest sodium ion battery
- 1:24:29order ever. So this is not
- 1:24:30a novelty. This is what this point of the
- 1:24:32story is. This is not a
- 1:24:33novelty. This is not some new
- 1:24:35technology that we think, Oh, great. This
- 1:24:37is actually going into
- 1:24:38production and we'll start
- 1:24:40solving our problems of the world right
- 1:24:42now. Half of CATL's total 25 energy
- 1:24:46storage output is going
- 1:24:47to be this one order of sodium ion
- 1:24:49batteries. So these big battery
- 1:24:51companies, they make a lot of
- 1:24:53battery storage for the world. This is
- 1:24:55half of it for one order for one company
- 1:24:58and it's sodium ion,
- 1:25:00not lithium ion. It is a big milestone.
- 1:25:03CATL says it has solved
- 1:25:04key manufacturing challenges,
- 1:25:06such as energy density, which will
- 1:25:09continue to improve moisture
- 1:25:10control was an issue for them,
- 1:25:12as well as some production issues. And
- 1:25:14they claim it is now ready for mass
- 1:25:16deployment. And so it
- 1:25:19uses sodium acetyl lithium, which is much
- 1:25:21more abundant in the
- 1:25:22world and cheaper. It's best
- 1:25:24suited for grid scale storage because you
- 1:25:26don't have to worry about
- 1:25:27the weight or the size as much.
- 1:25:30And the cost matters more than the size
- 1:25:31and the weight. But this is
- 1:25:32a huge hedge against lithium
- 1:25:35price volatility, which goes up and down.
- 1:25:37It's going up right now.
- 1:25:39So sometimes that can slow
- 1:25:40down the transition when lithium goes up
- 1:25:42in price. It has, if you're
- 1:25:44into specs, 160 watt hours per
- 1:25:46kilogram of energy density, and they see
- 1:25:48that improving 15,000
- 1:25:50charge cycles, which is a very
- 1:25:52large lifespan. That's the amount of time
- 1:25:54you can go from completely
- 1:25:55empty to completely full.
- 1:25:57Lithium ion batteries were typically
- 1:25:58started around a thousand
- 1:26:00cycles when we started making
- 1:26:01cars for the world. This is 15 times
- 1:26:04that. So if it, that will means it'll
- 1:26:06last that many years
- 1:26:07longer or that much more longer, 15 times
- 1:26:11as long, depending on how
- 1:26:12much you use it. And so that
- 1:26:13means the cost per kilowatt stored, the
- 1:26:16amount of energy stored in it
- 1:26:17gets really cheap. If you can
- 1:26:19use the same battery for a long, long
- 1:26:21time, and it's efficient, it's 97%
- 1:26:24efficient. So you're only
- 1:26:25losing 3% when you charge it up and
- 1:26:27discharge it, which is a really good
- 1:26:29thing. It's better than
- 1:26:31lithium in most cases. And it works in
- 1:26:33extreme temperatures, which
- 1:26:35we like because we live in
- 1:26:37extreme place and we are hard to
- 1:26:39decarbonize place and they always using
- 1:26:41cold weather as an excuse.
- 1:26:43This is great for cars too. If you and I
- 1:26:45ever get a sodium ion battery in our car,
- 1:26:48or maybe we check that off as an option
- 1:26:50someday. Minus 40 degrees
- 1:26:53Celsius, which is also minus 40
- 1:26:55Fahrenheit up to plus 70 Celsius. So
- 1:26:58batteries can be affected by cold and
- 1:27:01they can be damaged by heat.
- 1:27:03So this is great news. They are very
- 1:27:06versatile. You can put them in a desert.
- 1:27:07You could put them here
- 1:27:09and you won't have to worry about the
- 1:27:10thermostat, the
- 1:27:11temperature, the mercury going down
- 1:27:13to minus 40, which it does occasionally.
- 1:27:16Didn't this year praise
- 1:27:18the winter gods, but it can.
- 1:27:21And it is designed to be compatible with
- 1:27:24existing lithium ion
- 1:27:25infrastructure. So it's not
- 1:27:27a whole new thing. It's the same thing in
- 1:27:29a different package.
- 1:27:30It's like this battery,
- 1:27:32but there's a different chemistry in it,
- 1:27:34but it still would work
- 1:27:35in my drone, right? If they
- 1:27:36wanted to do that, theoretically, same
- 1:27:37thing for a car, same thing
- 1:27:39for existing grid energy storage
- 1:27:41systems, which makes it cheaper and
- 1:27:43faster, faster to decarbonize
- 1:27:45the world when that happens.
- 1:27:47It does have EV potential. CATL plans
- 1:27:50mass production for EVs
- 1:27:51by the end of this year,
- 1:27:52targeting LFP level performance in a few
- 1:27:56years. It's around 600
- 1:27:57kilometers. So LFP is another kind
- 1:27:59lithium iron phosphate formula batteries,
- 1:28:02except for the very long
- 1:28:03range cars. That is very common
- 1:28:05now. It is the majority of cars, that
- 1:28:07sort of chemistry, which
- 1:28:08is great for its own reasons
- 1:28:10because it has its own advantages as
- 1:28:11well. For instance,
- 1:28:12charging to a hundred percent,
- 1:28:14you can leave it at a hundred percent and
- 1:28:15not worry about it like
- 1:28:16you can with traditional
- 1:28:18higher density lithium ion batteries. It
- 1:28:21is the first sodium EV is
- 1:28:23already launched and CLT,
- 1:28:26ATL batteries are going in there. And
- 1:28:28rivals like BYD also developing sodium
- 1:28:30techs are lots of people,
- 1:28:32but CATL like they usually are because
- 1:28:34they are the world's
- 1:28:35biggest battery company,
- 1:28:36have tens and tens of thousands of
- 1:28:38engineers working on
- 1:28:39this around the clock,
- 1:28:40is far ahead in real world orders of
- 1:28:42scale. Some call this a potential deep
- 1:28:44seek moment. Deep seek
- 1:28:46is the Chinese AI company that sort of
- 1:28:47surprised everyone. And people are
- 1:28:49realizing that this could
- 1:28:51dramatically lower, dramatically lower
- 1:28:54energy costs, storage costs. Like why is
- 1:28:57this important? It's
- 1:28:57because renewables are variable. Solar
- 1:29:01obviously only makes energy in the
- 1:29:03daytime and specifically
- 1:29:05mostly sunny days, more so than cloudy
- 1:29:07days, but it does do
- 1:29:08stuff in cloudy days as well.
- 1:29:10But the more you can have a really cheap
- 1:29:13storage for this, the
- 1:29:15longer you can pay to storage
- 1:29:17and the more renewables you can use, the
- 1:29:20more you can rely on
- 1:29:21those renewables. I mean,
- 1:29:23if batteries were free, right, we could
- 1:29:24use solar panels and wind
- 1:29:27and that would be all we would
- 1:29:29ever have to do, right? Well, the
- 1:29:31batteries are expensive, but technology
- 1:29:33like this is starting
- 1:29:35to become cheap and showing a potential
- 1:29:38for very, very cheap energy
- 1:29:40storage on grid scale basis,
- 1:29:42which means we can decarbonize
- 1:29:44electricity generation and some
- 1:29:46industrial processes.
- 1:29:48So this is a big deal and it could
- 1:29:51accelerate the clean transition, which
- 1:29:53you and I are all about.
- 1:29:56All right, from Clean Technica, Gorilla
- 1:29:58Solar takes off in the
- 1:30:00Philippines. So the Manila
- 1:30:02Electric Company, which is known as
- 1:30:04Maralco, they're the largest private
- 1:30:07electric distribution
- 1:30:09utility in the Philippines. They serve
- 1:30:11seven million customers
- 1:30:12and they're pressing the
- 1:30:14Philippine government to tighten
- 1:30:15technical requirements
- 1:30:16for rooftop solar systems
- 1:30:18and the contractors installing them,
- 1:30:20citing a rapid expansion of
- 1:30:21unregistered installations
- 1:30:24that operate outside of the formal
- 1:30:26regulatory oversight. So
- 1:30:28net measuring the Philippines,
- 1:30:30like many places, allows distributed
- 1:30:33solar users to export their excess
- 1:30:36electricity to the grid
- 1:30:38and exchange for bill credits. Your meter
- 1:30:41runs backwards, but the
- 1:30:42process has been widely
- 1:30:43criticized in the Philippines for its
- 1:30:45permitting complexity and
- 1:30:47long approval timelines. We talk
- 1:30:49about this all the time on the show. Red
- 1:30:52tape can be a real
- 1:30:53killer for the expansion.
- 1:30:54It's a big deal. It really changes the
- 1:30:56price and viability of
- 1:30:58solar. Like they figured it out in
- 1:31:00Australia, but they haven't figured it
- 1:31:02out elsewhere yet. It becomes the
- 1:31:04bottleneck if people are
- 1:31:05constantly waiting for permits for this
- 1:31:07stuff. So Maralco said
- 1:31:08there's more than 20,000 registered
- 1:31:10rooftop systems. That's about 170
- 1:31:13megawatts, but there's 370 megawatts,
- 1:31:16almost twice as much
- 1:31:18in the commercial sector alone that does
- 1:31:20not have formal
- 1:31:21registration. More than twice as much.
- 1:31:25We're talking about warehouses, I'm
- 1:31:29assuming things like that,
- 1:31:31that have just thrown solar
- 1:31:32on the roofs or whatever space they have
- 1:31:35and not worrying about it
- 1:31:38going back into the grid when
- 1:31:39it's sunny in the middle of the day and
- 1:31:41they make too much of it.
- 1:31:42But are they storing any of it?
- 1:31:44I mean, how are they using it? Not
- 1:31:46typically, but these things
- 1:31:49have to be built with safety
- 1:31:51systems, mainly safety cutoff systems, so
- 1:31:53that if the grid goes down,
- 1:31:55your home solar system isn't
- 1:31:57exporting electricity to the grid because
- 1:31:59somebody could be
- 1:32:00working on the grid and get
- 1:32:01electrocuted from the excess power. So
- 1:32:03that's one reason. And just
- 1:32:06the ability of the utility to
- 1:32:09just keep track of how much power they
- 1:32:11have on the grid. They need to
- 1:32:12be able to manage their grid.
- 1:32:13They need to know how much solar is out
- 1:32:15there to factor in the way
- 1:32:17they run the grid because
- 1:32:18that affects ramping up coal plants or
- 1:32:21nuclear. Sometimes nuclear
- 1:32:23tries to stay steady, but it's
- 1:32:25not always. And natural gas turbines as
- 1:32:28well has to be ramped up and
- 1:32:29be on the ready. So if they
- 1:32:30don't know how much solar is out there,
- 1:32:32rogue solar, then
- 1:32:35what are you going to do?
- 1:32:36So the red tape is one reason. The other
- 1:32:37reason is power tends to
- 1:32:39be kind of expensive in the
- 1:32:40Philippines. 18 to 22 cents, US cents per
- 1:32:46kilowatt hour. So
- 1:32:47that's on the high end. And
- 1:32:48you know, the Philippines is not a high
- 1:32:50income country. So I
- 1:32:51imagine that can be quite a drain
- 1:32:53on people's resources there. And that
- 1:32:55leads them to just throwing
- 1:32:57up their own solar panels. And
- 1:32:59really, anybody can connect any wires to
- 1:33:01any other wires, you know, if you think
- 1:33:04you know what you're
- 1:33:04doing. But that's why we have regulations
- 1:33:07and that's why this stuff
- 1:33:08needs to be taken care of.
- 1:33:10Well, when the zombie apocalypse comes,
- 1:33:12I'm going to throw up
- 1:33:13some solar panels in my yard
- 1:33:14and connect it to a couple of 12 volt
- 1:33:17batteries from a car and
- 1:33:19put an inverter on there to
- 1:33:20convert that electricity into AC. So I
- 1:33:23can, I don't know what I'll run, like
- 1:33:24something, maybe my car.
- 1:33:27We'll see. But so I can run from the
- 1:33:29zombies. The Mad Max future will very
- 1:33:31much be solar powered.
- 1:33:33Well, there you go. And certainly if you
- 1:33:35had solar rate on your car,
- 1:33:37that would be even cooler. Let's drop
- 1:33:40into the mailbag for a moment
- 1:33:41here. We've got a letter from
- 1:33:43Millie, who seems to be in Calgary,
- 1:33:45Alberta, Canada. She says,
- 1:33:48Hi, I was just listening to
- 1:33:48your OPEC episode and heard you talking
- 1:33:51about how long gas would last in a
- 1:33:54plug-in electric hybrid
- 1:33:56plug, PHEV with a 600 kilometer range.
- 1:33:59Yeah, we were talking
- 1:34:00about that because these cars,
- 1:34:02they're a hybrid, but then they can have
- 1:34:04this battery that allows
- 1:34:05it to just go in EV mode.
- 1:34:07So you can charge it up at home. I
- 1:34:10remember cars that were 28
- 1:34:11kilometers and they went up to 40.
- 1:34:13Toyota had their Prius plug-in that went
- 1:34:15up to 40. Now they're like
- 1:34:1670 or 80. Other cars we've
- 1:34:19talked about in China have 600 just on
- 1:34:22their own, just before the gas engine
- 1:34:25kicks in. And I'm like,
- 1:34:26you're carrying around a gas engine
- 1:34:27because you can, I don't understand, if
- 1:34:30you go 600 kilometers,
- 1:34:31go pee and charge your car. Especially in
- 1:34:34China, you can charge it
- 1:34:35in five minutes, maybe.
- 1:34:36And the concern is you can have this gas
- 1:34:38in your tank that you don't
- 1:34:39end up using for a very long
- 1:34:40time and gas eventually expires. It goes
- 1:34:43stale and doesn't quite
- 1:34:45work. This is a concern because
- 1:34:47my use would be, I don't make a lot of
- 1:34:49trips and what I do,
- 1:34:50they're often in the summer
- 1:34:51for little vacations and things. So I
- 1:34:54would never use a gas engine. So, and I
- 1:34:56think you're kind of
- 1:34:57the same way. You would basically around
- 1:34:59town, you plug in every
- 1:35:00night and use the EV mode,
- 1:35:02because that's the cheapest and most
- 1:35:03luxurious way to travel.
- 1:35:05But she says, I have a PHE,
- 1:35:07PHEV with a much smaller range, but the
- 1:35:10gas tank is pressurized to
- 1:35:11make the gas last longer.
- 1:35:13I didn't know that. I have to push a
- 1:35:15button and wait a few
- 1:35:16seconds before filling it.
- 1:35:18I've gone at least four months without
- 1:35:19filling it, without any
- 1:35:21problems. The gas engine also
- 1:35:22runs when it's colder out, colder than
- 1:35:26minus 15 Celsius and the
- 1:35:28engine gets up to temperature.
- 1:35:29Now, I've never understood why she says,
- 1:35:32since electric cars
- 1:35:33function at that temperature,
- 1:35:34they do. My guess is that it's so that it
- 1:35:37can change to gas, to
- 1:35:39the gas engine seamlessly,
- 1:35:41if it needs to. That's true. That is why
- 1:35:42they do it. But they also
- 1:35:45benefit of that by running
- 1:35:46the engine. It's not using a lot of gas
- 1:35:48to just idle it, but it does
- 1:35:50also charge the battery and
- 1:35:52it does also have waste heat, which they
- 1:35:56use in the cabin to heat
- 1:35:57the cabin in cold weather.
- 1:35:59So that's quite a bonus. But, and it does
- 1:36:02make sense to do that.
- 1:36:03But when I test drove one of
- 1:36:05these, I hated that the gas engine went
- 1:36:07on when it was cold. I
- 1:36:08didn't want a gas engine. I wanted
- 1:36:09it there as a backup. And oftentimes they
- 1:36:12don't work as backups in
- 1:36:13cold weather and winter.
- 1:36:14People have winter. Yeah. She says you
- 1:36:18can also choose to
- 1:36:19run it in gas only mode,
- 1:36:21which is good. Sometimes you can, if
- 1:36:24you're coming to the city and you know
- 1:36:25you can charge up in the
- 1:36:26city, you get more mileage in the city.
- 1:36:29If you're in EV mode, because you
- 1:36:31regenerate with your
- 1:36:32braking, some people can do that. I can
- 1:36:34also choose to run it in
- 1:36:35gas only mode. I don't,
- 1:36:37but I expect you need to do that once or
- 1:36:40twice a year in a car such
- 1:36:41as with big electric range.
- 1:36:43That's from Millie. Thank you for that
- 1:36:45letter. Any comments? No, I
- 1:36:48think that about covers us.
- 1:36:49If anybody else wants to send us a
- 1:36:51message, cleanenergyshow
- 1:36:53at gmail.com voicemail at
- 1:36:55speakpipe.com slash cleanenergyshow.
- 1:36:58Please get in touch with us.
- 1:37:01We are an independent podcast
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- 1:37:14discord. Patreon.com slash
- 1:37:17cleanenergypod. Thanks for keeping
- 1:37:19independent climate journalism
- 1:37:22a lot. Coming up next,
- 1:37:24it's the lightning round.
- 1:37:29It's time for the lightning round. The
- 1:37:31lightning round is a
- 1:37:31fast paced look at the
- 1:37:33latest headlines in climate, clean energy
- 1:37:35and transportation.
- 1:37:37Chinese car company BYD sales
- 1:37:38in April vis last year inside China down
- 1:37:4115.5% are struggling.
- 1:37:44Car makers are struggling,
- 1:37:45particularly BYD. It's the eight straight
- 1:37:48month of declines of sales in China,
- 1:37:50which is why they've
- 1:37:51come out with this blade two battery and
- 1:37:53this, you know, they put up
- 1:37:54like 5,000 chargers already.
- 1:37:56The announcement is only six weeks old
- 1:37:59and they put, it's incredible what
- 1:38:01they're doing and they're
- 1:38:02doing it in deserts. They're doing it
- 1:38:04everywhere, but outside China, BYD sales
- 1:38:07are up 35%. So they're
- 1:38:09pushing that. And guess what? My son just
- 1:38:14before the show sent me a
- 1:38:15picture of a BYD sea lion
- 1:38:19in Lucerne, outside of Lucerne,
- 1:38:21Switzerland. My son is
- 1:38:22traveling through Europe right now.
- 1:38:24You should have seen the plane he went
- 1:38:26over on. It looked like a
- 1:38:27joke. I wasn't sure he was going
- 1:38:29to make it. But yeah, he's traveling
- 1:38:32through Europe and he's
- 1:38:33finding it very expensive. He
- 1:38:34did find a bowl of spaghetti for $2.50 in
- 1:38:38Switzerland. Euros?
- 1:38:40Not Euros. It's crowns
- 1:38:43maybe? I don't know. But sorry. I know we
- 1:38:45have people listening in
- 1:38:46Switzerland. I apologize.
- 1:38:48But yes, so he came across as the first
- 1:38:50one he's seen. I've told him to
- 1:38:51investigate high speed
- 1:38:53rail, everything else and get back
- 1:38:55charging infrastructure,
- 1:38:56whatever he can see over there
- 1:38:57while he's traveling through various
- 1:38:58places. I think he's
- 1:38:59going to Germany. He landed in
- 1:39:01Germany, went to Switzerland. He's going
- 1:39:03through Amsterdam and maybe not
- 1:39:05traditional places though,
- 1:39:07because he wants to avoid touristy
- 1:39:09things. He doesn't want
- 1:39:11to backlash against tourism
- 1:39:13like Paris. So Azerbaijan has sent five
- 1:39:16electric buses to Ukraine for
- 1:39:18humanitarian purposes.
- 1:39:21Would they be hard to charge? I'm not
- 1:39:22sure because Russia is
- 1:39:24always bombing the power grid in
- 1:39:25Ukraine. But also the supply of gas is
- 1:39:28disrupted as well. Gas and
- 1:39:31diesel. So who knows? It might be
- 1:39:32yeah, that's kind of interesting though
- 1:39:34that they're sending
- 1:39:34electric buses to Ukraine
- 1:39:35as a humanitarian effort. Oil happy
- 1:39:39Canadian province Alberta is
- 1:39:40adding a $14 per solar panel
- 1:39:44eco tax to solar panels. Eco tax. Because
- 1:39:48they just want to find
- 1:39:50another way to discourage people
- 1:39:51from using solar. So because they can
- 1:39:54supposedly dispose of it. You know, if
- 1:39:56you pay a eco tax on
- 1:39:57say a car tire here, they will take the
- 1:40:00car tire and recycle it or
- 1:40:02do something with it, right?
- 1:40:04Well, there is no process anywhere in
- 1:40:05Canada to recycle solar
- 1:40:07panels right now. So unless they're
- 1:40:09sent to the United States, it's just an
- 1:40:13obvious ploy to discourage
- 1:40:15solar. I bet we get that where
- 1:40:17we live anytime soon. Yeah. CES fast
- 1:40:22fact, India went from 15% to
- 1:40:2570% internet access in a decade.
- 1:40:29Mobile phones, they skipped the landline
- 1:40:30went straight to
- 1:40:31mobile phones and that gave
- 1:40:32everyone access. So that's our world and
- 1:40:35data. Oh, here's another
- 1:40:37CES fast fact about 30% of
- 1:40:39residential lamps, light bulbs, if you
- 1:40:42will, we were just talking about this,
- 1:40:44are yet to be upgraded
- 1:40:45to LEDs 30% of them. And 15% of the
- 1:40:50existing bulbs are early LEDs
- 1:40:51nearing the end of their life.
- 1:40:54Yeah, we talked about this, the amount of
- 1:40:56electricity used by
- 1:40:57lighting has plummeted,
- 1:40:59absolutely plummeted, but it could
- 1:41:00plummet even more if that
- 1:41:02remaining 30% are finally
- 1:41:04switched over to LEDs. New analysis shows
- 1:41:06Canadian households with EVs
- 1:41:08can save hundreds of dollars
- 1:41:11every month. Of course, gas prices are
- 1:41:12high. They're, I think,
- 1:41:15$1.90 per liter of gasoline here.
- 1:41:19And if you translated that to US gallons,
- 1:41:21you would be shocked to the
- 1:41:22United States how expensive
- 1:41:23that is. And that's what them taking 10
- 1:41:25cents a liter off the gas,
- 1:41:28which would be about 40 cents a
- 1:41:30gallon temporarily. It's about this is if
- 1:41:33you had a single detached
- 1:41:35house with one economy car
- 1:41:37and one medium sized SUV, if they were
- 1:41:40both electric instead of
- 1:41:41gas, every month you could
- 1:41:42save $361 in Saskatchewan, that's where
- 1:41:46we live, where we have crappy
- 1:41:49electricity, but still fairly
- 1:41:51cheaply priced. But the cheaper the
- 1:41:54electricity in places that have existing
- 1:41:55hydro like Quebec and
- 1:41:57BC have even greater savings of around
- 1:41:59$500 per month, per month,
- 1:42:02Brian. I mean, how long do you
- 1:42:04have to have a car before you start
- 1:42:06saying, get an EV? And that's
- 1:42:08based on one economy car and
- 1:42:10one medium sized SUV. And we know many
- 1:42:13people around here that
- 1:42:14just drive two gigantic trucks
- 1:42:16or two gigantic SUVs. It's insane what
- 1:42:20their gas bill must be.
- 1:42:21Yeah, that's a relatively
- 1:42:23reasonable household around here. And
- 1:42:25probably through much of
- 1:42:27the United States and Canada.
- 1:42:28New research shows that sector
- 1:42:30integration lowers costs for
- 1:42:32electricity. What is sector
- 1:42:33integration? Well, when in solar
- 1:42:35combinations is better than we always
- 1:42:37talk about solar. Well,
- 1:42:39we even compared it to nuclear. Yeah. But
- 1:42:41if you mix in wind, wind
- 1:42:42takes up some of the nighttime
- 1:42:44slacks, you don't have to put batteries
- 1:42:46in. So that's cheaper. And
- 1:42:47it also takes up the slack on
- 1:42:49cloudy days. Cloudy days is often
- 1:42:51windier. So potentially
- 1:42:53costing half as much as nuclear,
- 1:42:55depending on regional conditions. So that
- 1:42:57is a story on the
- 1:42:58energy mix. Nuclear fans can
- 1:43:00yell at them. Don't yell at me, please.
- 1:43:02I'm just delivering that
- 1:43:05analysis. A YouTuber named
- 1:43:07SimplyGregsterEV found a parking lot of
- 1:43:11Chinese brand Sherry EVs
- 1:43:12in Toronto. They're here.
- 1:43:15Yeah. You know, Canada has said we can
- 1:43:18allow now Chinese EVs at a relatively low
- 1:43:21tariff instead of 100% like the United
- 1:43:23States. They're letting in like 50,000
- 1:43:26at 6%, which is reasonable. And the Model
- 1:43:303, 39,000 Canadian. Yeah,
- 1:43:34that's amazing. And they have
- 1:43:37to compete now with the Chinese stuff
- 1:43:38coming in. But you can't get
- 1:43:41the $5,000 tax rebate for the
- 1:43:46Tesla because it was made in China. If
- 1:43:49you could, holy cow, I think I would be
- 1:43:51on the Tesla website
- 1:43:53now trying to get rid of my bolt and
- 1:43:55trade it in. I have some brand problems
- 1:43:57with Tesla, of course,
- 1:43:58but it's a really good car. And it is,
- 1:44:01you know, the Model Y is the
- 1:44:03best selling EV in the world
- 1:44:04by far. But the Model 3, second, Latin
- 1:44:07American EV sales in the
- 1:44:08first quarter grew a whopping 74%
- 1:44:11year over year. We talked about how a lot
- 1:44:14of people don't know that
- 1:44:15the world is electrifying,
- 1:44:17and they don't think a place like Latin
- 1:44:19America is going to
- 1:44:20electrify 74% up over last year.
- 1:44:23And of course, the oil shock from Iran
- 1:44:25makes all this even, you
- 1:44:28know, just data coming in now that
- 1:44:29is showing that this is really making an
- 1:44:31effect. It wasn't just my
- 1:44:32sister-in-law who bought a
- 1:44:34PHE in Calgary. This is not Millie, by
- 1:44:37the way, this is another
- 1:44:38person. It's not just her that
- 1:44:41made that decision. Lots of people are
- 1:44:42saying, "Okay, screw it.
- 1:44:44Let's do this." Our entire lives,
- 1:44:47people get upset with gas prices. Yes.
- 1:44:49It's a common thing
- 1:44:50because every couple of years,
- 1:44:51gas prices spike. But guess what? There's
- 1:44:54now an alternative when
- 1:44:56people start complaining about
- 1:44:57gas prices. We're at a different place
- 1:44:58now. There's lots of alternatives and
- 1:45:01people know people with
- 1:45:02EVs and they think, "Well, I want to be
- 1:45:05them." Tesla slashes the
- 1:45:06Canadian Model 3 price to
- 1:45:0939,490 with the China made supply shift.
- 1:45:13Very enticing car. Because you know what?
- 1:45:16My Chevy Bolt is more than that. I think
- 1:45:20it's like $43,000, but you
- 1:45:22get $5,000 off. But still,
- 1:45:24it's getting very interesting because
- 1:45:25that Model 3 comes fully
- 1:45:28stocked. Maybe not with full
- 1:45:30self-driving, but it comes with, you
- 1:45:32know, you don't have to
- 1:45:33pay extra for heated seats.
- 1:45:34Everything's in there. Basically, all the
- 1:45:36features you can pay
- 1:45:38for the subscription to
- 1:45:39self-driving if you want for $100 a
- 1:45:42month. So yeah, $39,000
- 1:45:43Canadian. That's about
- 1:45:45$30,000 in US dollars. So if you wanted
- 1:45:47to compare that to say a Chevy Bolt or an
- 1:45:49Nissan Leaf, you would have to compare it
- 1:45:51to the highest trim levels,
- 1:45:52which go up by quite a few
- 1:45:54thousand dollars, at least $7,000 to the
- 1:45:56higher trim levels. And
- 1:45:57even then, the Model 3 has some
- 1:45:59advantages over the technology in those
- 1:46:02cars. And they've been
- 1:46:04around for a long time, so they've
- 1:46:05worked out a lot of the problems. Yeah,
- 1:46:07the software is really
- 1:46:07great. Even if you don't
- 1:46:08get the self-driving, the operating
- 1:46:11system for Tesla's is
- 1:46:12amazing. Solar panels fitted every
- 1:46:15three minutes in the United Kingdom since
- 1:46:17the Iran conflict. So
- 1:46:18every three minutes,
- 1:46:19a new person is getting solar in the
- 1:46:22United Kingdom. 27,000
- 1:46:23solar panel installations in
- 1:46:25March alone, the highest monthly total
- 1:46:27for 14 years. So that's
- 1:46:29one of those examples.
- 1:46:31On Saturday morning, solar was supplying
- 1:46:33nearly two-thirds of
- 1:46:35the Texas power grid.
- 1:46:37Two-thirds solar, which means when solar
- 1:46:40goes up, you can see a
- 1:46:41graph here that I'm showing you,
- 1:46:42Brian. Other things go down. Natural gas
- 1:46:45becomes like a third or a
- 1:46:48quarter of what it was outputting.
- 1:46:50So you can see the displacement of gas
- 1:46:52during the daytime hours.
- 1:46:54And it was turning down the gas when the
- 1:46:56sun is shining. And
- 1:46:57that's mostly what they did.
- 1:46:59And a little bit of wind in there as
- 1:47:03well, but it was also, as we said
- 1:47:06earlier, it slows down
- 1:47:07during sunny weather. And that wasn't the
- 1:47:09case, but it wasn't zero.
- 1:47:11It was still pretty good. And
- 1:47:12it goes up and the sun is not shining.
- 1:47:14Just not perfect. Bipartisan
- 1:47:16group. This is interesting.
- 1:47:18A bipartisan group of US senators is
- 1:47:21traveling to Beijing and
- 1:47:22Shanghai to better understand
- 1:47:24China's tech ecosystem. I think somebody
- 1:47:26in the US Senate listened
- 1:47:28to our podcast. I really do.
- 1:47:30Somebody's getting the message. And we've
- 1:47:34been preaching this for a
- 1:47:35long time. Not only are we
- 1:47:36talking about the clean energy out of
- 1:47:37China, we're kind of... A lot
- 1:47:39of people don't realize they
- 1:47:40have biases against China thinking that
- 1:47:43they're backwards or
- 1:47:44they're still in the 18th century
- 1:47:47or something. It's not the case. They are
- 1:47:50way outcompeting us.
- 1:47:52All right. You can find us on social
- 1:47:55media like TikTok, Instagram,
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- 1:47:58Energy Pod. That email is
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