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#Post#: 1051--------------------------------------------------
Re: Energy Errata
By: K-Dog Date: September 29, 2021, 9:08 am
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[quote]OK, the Driver shortage is real, but I don't think this
occured out of the blue over the last 2 weeks. It has to have
been building for months. Nobody noticed migrant truckers were
going home? Trucking companies didn't notice their payrolls
were shrinking? What?[/quote]
[move]how DARE you question the wisdom of the market.[/move]
#Post#: 1056--------------------------------------------------
Re: Energy Errata
By: Digwe Must Date: September 29, 2021, 3:52 pm
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[attachimg=1][quote author=RE link=topic=49.msg1050#msg1050
date=1632908423]
Twofer of Chinese Toast issues.
China’s widening electricity crisis caused by coal shortage
HTML https://www.reuters.com/business/energy/chinas-widening-electricity-crisis-caused-by-coal-shortage-kemp-2021-09-28/
Supply chain delays are bad—China’s rolling power outages will
make them worse
HTML https://fortune.com/2021/09/28/china-energy-crisis-chip-shortage-supply-chain-delay/
How's that Long Game working out for you?
RE
[/quote]
Gail Tverberg has a good piece on the natural gas situation. I
think overall it supports your assessment of the aroma of burned
toast.
HTML https://ourfiniteworld.com/2021/09/25/could-we-be-hitting-natural-gas-limits-already/
I don't know if her conclusions are correct - it's not my field
- but the graphs and logic of her position are compelling and
she quotes industry sources for reserves, exports, imports, etc.
I'm sure those with actual expertise in the field will have
valuable insight.
#Post#: 1070--------------------------------------------------
Energy at ALL Costs!
By: RE Date: October 1, 2021, 12:22 am
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Bye Bye Carbon Emissions targets.
NEED...MOAR...COAL!!!
HTML https://www.bloomberg.com/news/articles/2021-09-30/china-orders-top-energy-firms-to-secure-supplies-at-all-costs
HTML https://www.voltairenet.org/IMG/arton127598.jpg
RE
#Post#: 1072--------------------------------------------------
Re: Energy Errata
By: K-Dog Date: October 1, 2021, 12:55 am
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This means the bitcoin mining farms in China will be shut down.
If you have
[img
width=200]
HTML https://external-content.duckduckgo.com/iu/?u=https%3A%2F%2Fmoneyhighstreet.com%2Fwp-content%2Fuploads%2F2017%2F12%2FBitcoin-logo.png&f=1&nofb=1[/img]
sell baby sell
#Post#: 1074--------------------------------------------------
Re: Energy Errata
By: Phil Potts Date: October 1, 2021, 4:18 am
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[quote author=K-Dog link=topic=49.msg1072#msg1072
date=1633067702]
This means the bitcoin mining farms in China will be shut down.
If you have
[img
width=200]
HTML https://external-content.duckduckgo.com/iu/?u=https%3A%2F%2Fmoneyhighstreet.com%2Fwp-content%2Fuploads%2F2017%2F12%2FBitcoin-logo.png&f=1&nofb=1[/img]
sell baby sell
[/quote]
They outlawed it earlier this year. The whole economic growth
paradigm is over.
#Post#: 1075--------------------------------------------------
A woke, green future means soaring energy costs, blackouts, food
shortages and more unemployment
By: RE Date: October 1, 2021, 7:18 am
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Green Energy is an oxymoron.
A woke, green future means soaring energy costs, blackouts, food
shortages and more unemployment
HTML https://www.washingtontimes.com/news/2021/sep/28/a-woke-green-future-means-soaring-energy-costs-bla/
The end is nigh.
RE
#Post#: 1076--------------------------------------------------
Re: Energy Errata
By: Digwe Must Date: October 1, 2021, 12:50 pm
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Coal at $218 per ton. Oats at an all time high. Baltic Dry
index at 13 year high.
HTML https://www.bbc.com/news/business-58733193
- Chinese power
outages.
#Post#: 1077--------------------------------------------------
Re: Energy Errata
By: RE Date: October 1, 2021, 2:21 pm
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[quote author=Digwe Must link=topic=49.msg1076#msg1076
date=1633110654]
Coal at $218 per ton. Oats at an all time high. Baltic Dry
index at 13 year high.
HTML https://www.bbc.com/news/business-58733193
- Chinese power
outages.
[/quote
The problems are multiplying through just about every supply
chain. Not only the UK has truck driver problems, so does the fs
of a. Container ships are backed up at the Port of Long Beach
and the Port of Los Angeles weeks deep. Food products are
already disappearing from the shelves in many areas. Chip
factories electric vehicle factories in China are shut down.
How long to fix this mess, or will it ever get fixed?
It does appear that the long predicted serious problems are
beginning to show up.
Unfortunately, in my humble opinion we have nowhere to go but
down from here. At least however meals on Wheels is still
delivering me food everyday. When that stops old people and
cripples will go out in the streets and demonstrate on Mass.
Will the Gestapo fire rubble bullets at us?
RE
#Post#: 1078--------------------------------------------------
Re: Energy Errata
By: Phil Potts Date: October 1, 2021, 5:14 pm
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Very interesting how almost 50 yrs ago they're talking about
2020 as a major inflection point:
HTML https://youtu.be/cCxPOqwCr1I
#Post#: 1079--------------------------------------------------
Re: Energy Errata
By: Phil Potts Date: October 1, 2021, 7:48 pm
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HTML https://www.middleeastmonitor.com/20211001-qatar-signs-15-year-liquified-gas-deal-with-china/
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