The Rational Middle https://rationalmiddle.com Where Discussions Become Solutions Fri, 17 May 2024 23:53:07 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://rationalmiddle.com/wp-content/uploads/2022/11/cropped-Artboard-5@4x-150x150.png The Rational Middle https://rationalmiddle.com 32 32 CNN: The world faces a shortage of minerals needed for the energy transition https://www.cnn.com/2024/05/17/business/critical-minerals-shortage-clean-energy/index.html Fri, 17 May 2024 23:52:09 +0000 https://rationalmiddle.com/?p=5305 The world is facing a shortage of the minerals needed to make the electric vehicles, wind turbines, solar panels, and other clean energy technologies essential to ending its reliance on fossil fuels.

The Paris-based International Energy Agency said in a report published Friday that steep drops in the prices of lithium, cobalt, nickel, and graphite last year were “good news for consumers” but discouraged investment in the mining of those critical minerals.

The world is on track meet only 70% of global copper demand and 50% of lithium demand by 2035, the agency added.

“The world’s appetite for technologies such as solar panels, electric cars and batteries is growing fast — but we cannot satisfy it without reliable and expanding supplies of critical minerals,” Fatih Birol, the IEA’s executive director, said in a statement.

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Westinghouse announces small nuclear plans in the U.K. https://info.westinghousenuclear.com/uk/news-insights/westinghouse-and-uks-community-nuclear-power-collaborate-to-deploy-fleet-of-ap300-small-modular-reactors Tue, 14 May 2024 17:30:21 +0000 https://rationalmiddle.com/?p=5280 Westinghouse Electric Company announced that it has signed an agreement with Community Nuclear Power, Ltd. (CNP) that puts it on track to deploy the U.K.’s first privately-financed small modular reactor fleet with units coming online in the early 2030s.

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NYT: U.S. to Announce New Tariffs on Chinese Electric Vehicles https://www.nytimes.com/2024/05/10/us/politics/us-biden-china-tariffs-electric-vehicles.html Sat, 11 May 2024 21:39:15 +0000 https://rationalmiddle.com/?p=5283 The administration could raise tariffs on electric vehicles from China to 100 percent in an attempt to protect American auto manufacturers.

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CNBC: AI could drive a natural gas boom as electricity demand surges https://www.cnbc.com/2024/05/05/ai-could-drive-natural-gas-boom-as-utilities-face-surging-electric-demand.html Mon, 06 May 2024 17:41:31 +0000 https://rationalmiddle.com/?p=5290 AI data centers alone are expected to add about 323 terawatt hours of electricity demand in the U.S. by 2030, according to Wells Fargo. The forecast power demand from AI alone is seven times greater than New York City’s current annual electricity consumption of 48 terawatt hours. Goldman Sachs projects that data centers will represent 8% of total U.S. electricity consumption by the end of the decade.

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California runs on 100% renewable electricity for short period in April https://www.npr.org/2022/05/07/1097376890/for-a-brief-moment-calif-fully-powered-itself-with-renewable-energy Sat, 27 Apr 2024 17:51:05 +0000 https://rationalmiddle.com/?p=5299 The state of California was powered entirely by renewable energy for over 9 hours last Saturday and 8 hours on Sunday, reports Adele Peters in Fast Company, making Sunday “the ninth straight day that solar, wind, hydropower, geothermal, and battery storage fully powered the electric grid for at least some portion of the time.” Of the last 45 days, renewable energy powered the grid entirely for at least a portion of the day on 37 days. via Planetizen

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New methane locomotive could be powered by renewable gas https://railfan.com/renewable-natural-gas-road-locomotives-being-built-in-texas/?fbclid=IwZXh0bgNhZW0CMTEAAR39mdQvSN4DQHfvlQEnwzwE4_ZP_2Tc3YdC5FdHohGL1XgRmgvFh3Of3v8_aem_AcFFwI3Om3S7gKv_2xlYH5x9svde6nDZpvfaj1hDUhbntbOIDIGB7oZXg9aIxlBsyDQHq-nCxgNbqxY5miXdI0rG Mon, 08 Apr 2024 17:44:33 +0000 https://rationalmiddle.com/?p=5294 A new entry has appeared in the drive to develop an environmentally-friendlier locomotive and it features an eye-catching appearance that is different by design. OptiFuel Systems has announced plans to test a prototype road locomotive and powered tender fueled by Renewable Natural Gas that will be capable of producing combined power up to 7,500 hp.

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NYT: Biden Administration Announces New Rules to Shift Electric Vehicle Manufacturing to United States https://rationalmiddle.com/nyt-biden-administration-announces-new-rules-to-shift-electric-vehicle-manufacturing-to-us/ Fri, 01 Dec 2023 17:29:54 +0000 https://rationalmiddle.com/?p=5270 The Biden administration proposed new rules on Friday aimed at shifting more production of electric vehicle batteries and the materials that power them to the United States, in an attempt to build up a strategic industry now dominated by China.

The rules are meant to limit the role that Chinese firms can play in supplying materials for electric vehicles that qualify for federal tax credits. They will also discourage companies that seek federal funding to build battery factories in the United States from sourcing materials from Chinese partners.

The rules could cause some consternation among automakers, who continue to rely heavily on China for materials and components of electric vehicles. They are also facing intense cost pressures as they try to modify their factories to make electric cars, and China offers some of the most advanced and lowest-priced battery technology in the world.

Read the full story on The New York Times.

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Elon Musk And Bill Gates Describe The Electric Grid Of The Future—But Is It Achievable? https://www.forbes.com/sites/forbestechcouncil/2023/08/28/elon-musk-and-bill-gates-describe-the-electric-grid-of-the-future-but-is-it-achievable/?fbclid=IwAR3jl89USoRw2hbO18JRmao1sk9QkaKG4PHD9UFh7_yaBLC__XeO0ufSw38&sh=95f0d9f40b33 Wed, 15 Nov 2023 19:40:40 +0000 https://rationalmiddle.com/?p=5262 The energy industry’s most influential electric companies gathered at the 2023 Edison Electric Institute (EEI) conference this June alongside industry analysts, government officials and technology innovators to navigate the path toward a carbon-free future.

Conversations were rooted in the need for advanced technologies to support a reliable and affordable electric grid—a topic I’ve written extensively about as it pertains to grid modernization, electric vehicle charging and utility digitalization.

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What happens after we reach net zero? https://www.bloomberg.com/news/articles/2023-11-14/what-happens-after-the-world-reaches-net-zero-emissions Wed, 15 Nov 2023 19:30:25 +0000 https://rationalmiddle.com/?p=5236 Many aspects of Earth’s system, including global temperatures, may feel the effects of warming even after net zero is achieved, according to a new study.

All businesses must play a part in the transition to a low carbon energy system required to reach net zero by 2050.

Moving away from the traditional fossil fuel systems that much of our society and businesses are built around means that we’ll need to think and act differently – and not just when it comes to how much electricity we use, but how and when we consume it.

We all need to become more engaged to deliver system that works for everyone.

Meeting the challenges of the clean energy transition might sound daunting. However, they are not only achievable, but they offer financial, social and environmental benefits to the businesses prepared to get involved now.

A more sustainable system

In a low carbon system, generation sources will be greener, but also more distributed, more intermittent and less dispatchable.

On the face of it, this creates a series of challenges. But through technology and behavioural change, we can be smarter and more responsible with our electricity use, by adjusting consumption in line with the system’s needs. This flexibility will keep our system balanced and drive a secure and affordable zero carbon future.

For businesses, this could mean optimising the electricity consumption of operations such as industrial machinery, refrigeration or HVAC to harmonise with the grid’s needs.

This could involve ramping up energy use during periods of high renewable generation and avoiding peak energy demand periods to reduce system strain, or becoming more efficient in the electricity used.

Ultimately, flexibility enables our businesses to do more with less – something that is absolutely essential for a net zero energy system.

Optimisation makes sound business sense

An ominous climate science report from the United Nations in 2021 offered one hopeful thread amid warnings of rising seas and strengthening storms. Once all countries nix greenhouse gas emissions, it noted, warming is likely to stop pretty quickly.

The finding provided extra motivation for the world’s net-zero campaign, suggesting as it did that the fruits of everyone’s labor could show up without much delay. But the encouraging conclusion was also fuzzy. While surface temperatures might stabilize quickly, other shifting parts of the climate are harder to slow once set in motion. Science needed a better crack at the question.

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Coal industry faces 1 million job losses from global energy transition – research https://www.reuters.com/markets/coal-industry-faces-1-million-job-losses-global-energy-transition-research-2023-10-10/?fbclid=IwAR0AmHwwCJqiNwtlJQ3x1ZFMki7u5ofCYGKvu7LOeHbG_4Hb8K6W6g_sg0g Wed, 11 Oct 2023 12:18:42 +0000 https://rationalmiddle.com/?p=5247 The global coal industry may have to shed nearly 1 million jobs by 2050, even without any further pledges to phase out fossil fuels, with China and India facing the biggest losses, research showed on Tuesday.

Hundreds of labour-intensive mines are expected to close in the coming decades as they reach the end of their lifespans and countries replace coal with cleaner low-carbon energy sources.

But most of the mines likely to shut down “have no planning underway to extend the life of those operations or to manage a transition to a post-coal economy,” U.S.-based think tank Global Energy Monitor (GEM) warned.

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