Mastodawn

“What Hormuz has exposed is not a temporary shock, but a permanent vulnerability built into the energy transition’s own design. The transition created surging demand for sulfuric acid to manufacture its hardware, while simultaneously reducing the fossil fuel throughput that produces it as a byproduct.”
https://infosec.exchange/@bradr/116783252883865882

Bradalot “:verified:” (@[email protected])

@[email protected] @[email protected] Because sulfuric acid is a dominant variable cost in EV battery metal processing (accounting for upwards of 20%–40% of the cash costs for high-pressure acid leaching of nickel and lithium conversion), rising sulphur prices directly inflate the production costs of green transition hardware. Lower margin uses of sulfuric acid such as agricultural fertilizer, will then be starved of supply (hurting poor countries hardest). https://www.atlanticcouncil.org/blogs/energysource/the-hormuz-crisis-is-making-low-carbon-energy-strategies-more-expensive/#:~:text=The%20financial%20effect%20on%20the,packs%20and%20grid%20storage%20cells.

Infosec Exchange

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Jonathan Schofield 1d ago

…That’s the problem with transitions that aren’t transitions. They aren’t a transition.

Who knew
https://mastodon.social/@urlyman/116215310928945828

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Jonathan Schofield

…Despite this, I am not against renewables (rebuildables). They are a way to help power-addicted people (🙋‍♂️) slow down and have less impact.

But only if we face that slowing down is what we have to do. Immediately.

How long until we start facing that? Less than 10 years? Never?

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Jonathan Schofield 1d ago

…Broadly speaking, what the word “transition” encodes in the context of #energyTransition is that we can just swap ancient sunlight for present sunlight and the benign atmospheric dynamics it creates, and carry on doing the things we’re culturally accustomed to doing, and things will be ok.

This is false

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Jonathan Schofield 1d ago

“The energy transition built its manufacturing supply chains on a chemical produced as waste from the industry it is competing with”

is a pretty pithy summary.

“The long-run version of the same problem arrives as fossil fuel throughput declines in the future” should be a klaxon

#climateDiary
https://www.atlanticcouncil.org/blogs/energysource/the-hormuz-crisis-is-making-low-carbon-energy-strategies-more-expensive/