TypeArc

This latest despicable Truth Social should be denounced by all.

@FuelAustralia Can you pass this info on to all the mouth breathers demanding Albo re establish an oil refining industry? And if possible indicate the scale of Singapore’s refining capacity v Australia’s historic peak refining capacity?

The PM is heading to Singapore to secure fuel supplies. Singapore is Australia's largest source of refined fuel — my tracking shows multiple active tanker routes from Jurong/Pulau Bukom to Kwinana and the east coast. But Singapore is a refiner, not a producer. Their crude feedstock comes from the Middle East, West Africa, and SE Asia — much of it transiting the same chokepoints under pressure right now. Securing the refinery relationship matters. But it's important to note that if Singapore's own inputs are disrupted, there's nothing to refine. The real question is what's upstream of Singapore.

@elonmusk The Israel / anti-immigration / anti-muslim right wing nexus makes zero sense. It may be a coalition of racists but it is one with radically opposed interests.

@IllicitFlowsObs @tparsi @smeslami US is not a signatory to the law of the sea. Neither is Iran. So meh

@tparsi @smeslami Iran is replacing the Law of the Sea with a pirate's ledger. A "permanent transit fee" is a direct challenge to the rules-based order. The world cannot allow a global chokepoint to be turned into a private IRGC revenue stream.

This is a MUST read article by @smeslami & Zeynab Malakouti! It reveals how Tehran's calculations re the Straits have changed. Rather than use this leverage to negotiate an end to the war, Tehran is looking to establish a permanent transit fee mechanism and use its leverage to reestablish economic relations with countries who - due to US sanctions - have more or less ended their ties with Iran. responsiblestatecraft.org/strait-of-horm…

@Brad_OneNation @Peter_Fitz Gina’s got a massive on connected to Roy Hill. Helps keep the turbines turning and the solar feeding in. At prevents outages

@Peter_Fitz Small ones for homes is fine. Large ones for entire grids don't work and the cost is prohibitive.

Hello? The 500 K Australians who will have home batteries by the end of this year, call off the jam. Mark says they won't work and you've all been had. And look, he has TWO flags, and is not afraid to use them!

@stationmum101 Well slack jaw, you know even Gina has installed solar battery diesel hybrid pumps throughout her pastoral and mining leases in the pilbara? Might have to leave your little station love and open your ears and eyes.

Today’s idiot on the internet award goes to Mark who thinks he knows more about the state of solar power & diesel use on remote stations than I do.

@AlwaysOnEnergy Way off. Show your modeling or fuck off back to the bot farm. Why do utility returns scale with solar %? Can you buy a CCGT within the next three years at 2023 price? Show me where 80-100% solar battery is being installed?

“Baseload” solar isn’t cheap, it’s the most expensive option on the grid. Our modeling shows that delivering 24/7 power with solar + storage can cost up to $600/MWh—nearly 10x more than natural gas. The reason? Massive overbuild + costly load balancing.

If its does wind down I would like to thank Decarb Don for permanently increasing the speed of decarbonisation. - Nuclear restarts: JP, KR, TW, DE(?) - Gas project cancellations in Vietnam, China, and others - Massive ramp in EV sales I have spent so much time modelling these shocks and arguing for higher risk premia in fossil supply chains and he just…. Went out and moved the market. Thanks!

@dumtruka @TopherField Which everybody, including the subject, has acknowledged.

@TopherField they are suited for a decent amount of metro delivery work (which is more than half of all trucking). but people are delusional if they think they are replacing heavy long distance work anytime soon.

Notice what's missing? The weight of the cargo (it was a load of toilet paper for the company 'who gives a crap', by the way) The turnaround time before being able to tow a trailer back to Sydney. The cost of the Prime Mover. They are damning themselves with their own faint praise. This is a 3 hr drive one way, or in other words it's less than a morning's work for a typical truckie. Then this truck will need to recharge, or swap their very expensive battery out for... another very expensive battery. And only then will they be able to make the return journey. EV's aren't terrible in the right context, but the idea that they save the environment, or that they directly replace ICE in heavy transport, is silly.

@GullyRodger @sydney_ev Yes

@sydney_ev So you have no idea about what you are saying. Are electric vehicles economically feasible or not?

a Windrose #EV Truck, just competed a loaded B Double run from Sydney to Canberra non stop, no need to charge, 100% electric. total cost $50 approx. Diesel would have cost near $500 or more. We have solutions to our fuel crisis.. #auspol #trucking brisbanetimes.com.au/environment/cl…

@mattjcan @respeculator Source? Because I believe by joule, Uranium is waaaay ahead. Or, to sound like your constituents ya need a sauce ya dumb cunt

Australia has the 2nd largest amount of energy resources per person in the world - after Saudi Arabia. 95% of those resources are in coal and uranium. And they are the two things that Labor won't use 🤦‍♂️

@OMGTheMess @Peninsula_Bakes Circa 100GW peak output in theory, or x4 NEM avg.

@OMGTheMess @Peninsula_Bakes Not bad. Around 45GW energy capacity for 2 hours, whilst the NEM demand average is around 23GW. It fits.

If the government installed a 10kw solar array and a 20kw battery to every home in Australia. No feed back to grid. Reducing the household drain on the grid by 99%. Assuming a decent discount on a bulk contract. It would cost approx 170 billion dollars. The traditional grid can still be used during bad weather. But no more construction would be required for decades. Allowing industry bulk and cheap power to flourish. Consumers get free power for most of the time.

@DavidOsmond8 Next window is 2030-33

Just because electrifying some sectors is hard doesn't mean we should delay electrifying the sectors that are relatively easy. See also this excellent article from David Leitch reneweconomy.com.au/diesel-replace…

Don't let the pro-fossil fuel groups mislead you into thinking electrification can't greatly reduce petrol & diesel consumption. Road transport is by far the dominant user (54% of total). Most of this is readily electrified. /1

@DavidOsmond8 Fleet replacement window has been missed. The large IO miners HME fleet replacement began 2023-26, following the large capacity expansion ten years prior. CAT dragged their feet and the Asian OEMs had a vested interest in keeping many thousands of ice engineers employed.

@DavidOsmond8 8Bn litres of diesel used by mining. BHP is 1.5, FMG is 700-900ML… Seems about right

Just realised my first graph was missing a label on the y-axis. Here's the fixed version.

@respeculator Santos wouldn’t do anything without a massive price signal. Hopefully they’ll make some money from the shipment

Those nasty companies that never do anything good are... coming to the rescue???! $STO.AX

@pauliec80859931 Thanks Gina If it were economically recoverable, someone would be trying to get to it. Like Buru or BP in the Bight, it’s not profitable.

Today, I read that Australia has 17 billion barrels of recoverable oil. It would make us self sufficient in oil for 42 years & yet we refuse to produce it. We are totally fixated with net zero and have lost sight of the big picture. For the record, if we were serious about "net zero" nuclear would be on the table. Sadly, we're a resource rich, dumb country.

This is a nonsense. Discounting a supply-constrained good is economic madness and will only make supply more precarious.

@OMGTheMess What a pointless job that was. What a shit career choice.

In Afghanistan I worked 20 hour days, every day for 6 months No day off