humanspiral
Fuel cell (Hydrogen consumption) technology is ahead of low cost mass electrolysis deployments (hydrogen production). Batteries are doing very well in China, and still finding a way to be cheaper in the west too. Batteries help produce more electrolysis from renewables.
Article is saying that batteries are important too. It is a bit misleading in saying that cobalt is needed though. Cobalt and Nickel are needed for highest performance old tech batteries. For race cars. The price revolution in batteries is most pronounced for long lasting LiFePo chemistry batteries which avoids both metals, and used in value EVs, and grid storage. Batteries are not enough alone to exterminate oil/NG use.
The US claim on TSMC, are based on it using ASML (Dutch) equipment which has patent licenses from US. I was just answering the puzzling US colonial power roots. There may come a point of challenging the colonial patent power, while still attempting to pay for the patent, or China's "delete America" program may get more allies or rebellion from the colonies.
China/BRICS is a much bigger market than US, and economics means figuring out a way to earn from all sides is motivated. US promises to isolate itself even more under Trump, and there is a limit to how much it will be respected.
The reality of US politics is that it is an Israel first rulership, with all other oligarchist influence over politics allying with zionist rule because, most years, Israel gets less gifts than the other oligarchs.
Demonic neocon zionists such as Biden, still view Israel as a tool to control entire middle east, which happens to involve making some nations allies of Israel vs others enemies. Divide and conquer to control oil scarcity. Unlimited genocide threatens those alliances. Embarassing Biden through disrespectful genocide and ceasefire refusals is Netanyahu's attempt to help Trump paint Biden/Harris as weak. Still, Biden was successful in limiting Israel's missile strike on Iran. There should/could be threats based on election results against Israel. Blinken needs to fired either way.
There is actually an easy electoral victory possible if DNC takes an anti-zionist position. Any Israel loyal politician is disqualified for Israel first treason to American people. But that is only for future election cycles. Next 2 months can cause Israel defeat no matter election results. Force Trump to pay for rebuilding Israel, as punishment for American zionist betrayal of DNC.
Basically, if Zionists are going to support GOP for more genocide, DNC needs to shift away from it, and call it for the demonism that it is.... unless they still pull out a win.
Green H2 is inherently at a price disadvantage compared to green electricity.
Intermittent renewables are the cheapest. If you can consume electricity directly while it is produce, that is at cheapest rates. Batteries is one intermediate to get good power charge/discharge rates to absorb, even cheaper, surplus electricity that supports more renewables. H2 electrolysis is a way to absorb renewable production that would exceed 24 hour demand on some days, and allows for more renewables and batteries to keep the energy/batteries productive/monetized all of the time.
Even trucks and ships have a cost advantage in distributing H2 energy compared to electric wires. Pipelines even more. H2 distribution doubles as storage as well.
H2 is a few years ahead on horizon. Lowest hanging fruit is gasoline/diesel replacement, but alternative to electric grid expansion is real, with offshore wind the biggest gainer of going pure H2 electrolysis, and land based renewables expanding their footprints to have alternate sales options than an electric monopoly.
China's overall refining volumes are down significantly since middle of year as EVs are surpassing 50% market share there. Also while NG use for electricity is down, they are converting a lot of heavy transport to use LNG. In the future this will transition to H2.
This is a year of major climate progress, and even the west is inching forward.
Big inroads for H2 perhaps starting in 5 years. Batteries are enough to progress until then. Solar deployments will need an H2 outlet to keep using up solar capacity. Very likely to be yet another China driven tech boom.
portable H2 is gateway to urban distributed H2. Appliances and refills either from home or from nearby businesses. Powerstations/backup/UPS power is a pretty universal application. Everything depends on green H2 retail prices though.
Another possibility is that the opposition parties unite to form the government - the largest one, the Constitutional Democratic Party (CDP), won 148 seats up from 98 previously.
But that is a more unlikely scenario as Japan's opposition parties historically have faced difficulty in uniting or convincing voters they are a viable option to govern.
Extremely strange conclusions. If they won the election there is no "convincing voters" step for parliamentary alliances. I don't know if BBC is displaying outrageous favoritism, or if Japan is truly weird.
Both China and North America weaned themselves from coal mostly due to urban pollution concerns. India has the advantage of going straight to renewables instead of the intermediate NG route. One of the most successful EV promoting policies, that happens to be free, is cities restricting ICE license plates to certain days of the week.
EV models now cheaper than ICE vehicles even in the west is the best incentive of all. India foreign policy shifting towards closer tie to China and away from US is certain to accelerate Indian manufacturing sector/investment: https://asiatimes.com/2024/10/why-modis-shifting-away-from-us-toward-china/
I don't know details of space contracts. Seems SpaceX has more capabilities, and so on merits, could be argued to get new contracts or replace underperforming contractors. It got paid to fix Boeing failure, for example, despite Musk being all in on GOP. The bribe level favouring Trump is sure to outweigh Bezos influence on top of merits.