Contact

Strong Opinions Held Weakly

(3-minute read)  | 


Self-awareness is paramount to anything that bears endearing success in the long run, and a strong prejudice was put to the test recently by a 13D report regarding how Photovoltaic (Solar-Power) technology can be stored rather effectively without losing charge overtime and, more importantly, without the need for “environmentally destructive” Lithium batteries.

The ongoing advancement in Chinese Green-Hydrogren catalysing and storage capabilities, where energy will be stored in Transportable Atoms via renewables, answers a plethora of doubts we have against the transient power properties of non-base load energy sources.
Here are some of the arguments laid out.

For Chinese Photovoltaic Progress & Green Hydrogen:

  • China is the largest producer of Rare Earth, with no issue with their access to it for building out Wind Power & Solar.

  • Hydrogen storage Tech solves the inefficiency problem (currently Lithium Ion batteries). It markedly improves renewable’s unit cost economics as energy is no longer siloed or leaked from power packs (now stored as atoms). In addition, the zero need for metals for Lithium Ion storage significantly reduces CAPEX.

  • Nuclear is still the answer for Clean Baseload power, but that takes significant CAPEX and expertise to build out. From a fundamental standpoint, Nuclear is still non-renewable.

  • There is a market for efficient renewable technology to complement current baseload power such as Coal, Oil & Nat Gas. It is a great adder to any baseload power source and helps significantly in a transition phase that will last decades.

  • Small Modular Nuclear Reactors(SMRs) are not accessible to most individuals due to high CAPEX cost and safety reasons. Wind and especially the Sun is a common denominator across most countries, and there remains a scenario where Solar paired with Green-Hydrogen storage gets mass adoption from regular folks. This scenario is the icing on the cake apart from our primary focused sovereign-level adoption.

Against Chinese Photovoltaic Progress & Green Hydrogen:

  • The harm from Rare-Earth mining due to toxicity outweighs the benefits of curbing Co2. This assumes that there will be no improvement in mining efficiency and technology, and this view becomes a consensus in times ahead.

  • China’s monopoly over Rare Earth makes it a valuable commodity, impeding investment into wind power if prices rise.

  • Improvement and advancement in Ultra High Voltage transmission capacities will allow direct energy transmission from siloed sources to the primary grid, reducing the need for storage solutions.
    •  

  • Advancement in unit cost economics and safety for SMRs or Nuclear creates an abundance of energy with little need for additional power sources.

Parse these arguments through your lens with your own thoughts about them; for us, it’s evident that the arguments for it require a lot less political willpower, and that is probably how the river will flow.

(3-minute read)  | 


Self-awareness is paramount to anything that bears endearing success in the long run, and a strong prejudice was put to the test recently by a 13D report regarding how Photovoltaic (Solar-Power) technology can be stored rather effectively without losing charge overtime and, more importantly, without the need for “environmentally destructive” Lithium batteries.

The ongoing advancement in Chinese Green-Hydrogren catalysing and storage capabilities, where energy will be stored in Transportable Atoms via renewables, answers a plethora of doubts we have against the transient power properties of non-base load energy sources.
Here are some of the arguments laid out.

For Chinese Photovoltaic Progress & Green Hydrogen:

  • China is the largest producer of Rare Earth, with no issue with their access to it for building out Wind Power & Solar.

  • Hydrogen storage Tech solves the inefficiency problem (currently Lithium Ion batteries). It markedly improves renewable’s unit cost economics as energy is no longer siloed or leaked from power packs (now stored as atoms). In addition, the zero need for metals for Lithium Ion storage significantly reduces CAPEX.

  • Nuclear is still the answer for Clean Baseload power, but that takes significant CAPEX and expertise to build out. From a fundamental standpoint, Nuclear is still non-renewable.

  • There is a market for efficient renewable technology to complement current baseload power such as Coal, Oil & Nat Gas. It is a great adder to any baseload power source and helps significantly in a transition phase that will last decades.

  • Small Modular Nuclear Reactors(SMRs) are not accessible to most individuals due to high CAPEX cost and safety reasons. Wind and especially the Sun is a common denominator across most countries, and there remains a scenario where Solar paired with Green-Hydrogen storage gets mass adoption from regular folks. This scenario is the icing on the cake apart from our primary focused sovereign-level adoption.

Against Chinese Photovoltaic Progress & Green Hydrogen:

  • The harm from Rare-Earth mining due to toxicity outweighs the benefits of curbing Co2. This assumes that there will be no improvement in mining efficiency and technology, and this view becomes a consensus in times ahead.

  • China’s monopoly over Rare Earth makes it a valuable commodity, impeding investment into wind power if prices rise.

  • Improvement and advancement in Ultra High Voltage transmission capacities will allow direct energy transmission from siloed sources to the primary grid, reducing the need for storage solutions.
    •  

  • Advancement in unit cost economics and safety for SMRs or Nuclear creates an abundance of energy with little need for additional power sources.

Parse these arguments through your lens with your own thoughts about them; for us, it’s evident that the arguments for it require a lot less political willpower, and that is probably how the river will flow.