Search results

Except that their oil sales aren't tied to their solar ambitions. It's a basic business proposition. Use the cheap power and turn it into cheap flops and bytes that they can sell. Quebec could do that with hydro. I hope Nova Scotia does that with offshore wind. They are no more subsidising...

Depends on the industry. Yep. They reduced installation costs substantially. That's the barrier. Not even panel costs. I find the politics of this interesting in Australia. They've been happy to take Chinese solar panels and EVs to keep letting them ship coal and LNG to China. Kinda like...

And even that is irrelevant. Let's say a kW of panels magically became $2k to put on the roof? Pretty much every second home would have them. Price is all that matters.

I've never said we should be installing tons of solar over here. I've consistently said use what is cheapest. I've even said I would prefer Alberta's open market. It enables cheap power. And again I've said there's a need to distinguish between our domestic discussion and global trends. On...

Given the number of countries using Chinese solar, this would be quite entertaining. Full on North Korea Juche I guess. It's an interesting economic philosophy. Not sure one I'd want to live through. But interesting.

It wasn't all clean economics. You forget the corruption then too. https://en.wikipedia.org/wiki/General_Motors_streetcar_conspiracy Remember when doctors were paid to tell people that cigarettes were not harmful. In any event. Like I keep saying, our domestic politics is largely...

I agree. What's interesting is that people understand this for the original industrial revolution but fail to understand it for the current revolution.

What's the point of this hypothetical? This is obviously something that can't happen. As long as somebody is willing to use a thing, it has economic value to said somebody. Relative economic value can change. If you have cheap oil coming out of the ground, it will make sense to use it. Most...

Not quite. Nuclear for China is competing first with imported LNG and oil. And next with coal. The Chinese understand that you don't need baseload at 100%. They use renewables to provide most of the cheap electricity. And then build coal, nuclear and gas plants (in that order) as needed...

Who is "we"? Cause "we" already tariff the hell out of them. What is relevant in this discussion isn't what happens in Canada. It's the billions of people who don't yet have AC and family cars.

You don't have to worry about Chinese solar panels coming to Canada.

Goes back to what I said. People have forgotten what the original idea of SMRs were supposed to be. And their history from naval reactors. OPG's effort is somewhere between development project and political virtue signaling. I wish Ontario had an open electricity market like Alberta. Let...

There's a cautious case to be made that OPG picked the winner that will be the standard. But that was before Trump destroyed global trade. So who knows. Not sure the Europeans will want a reactor that has any American parts or even intellectual property in it ..... Highly likely the Chinese...

Except we kinda do. The rest of the world is buying Chinese solar and EVs. At an alarming rate. Trump pushes them out of the US (and Canada by default) and this happens: Like I said, the rest of the world doesn't have the luxury of burning oil and gas they don't have on principle...

We have the same situation in space and till a few years ago in cyber. There's also a view that education and PD can make up for experience. It can't. We can give a crash course in orbital mechanics. But that doesn't help you understand why different countries prefer certain orbits for...

North America is an outlier here. A lot of the world. Especially the developed world moves cargo by rail and particularly electrified rail. But also, we're back to the strawman of absolutes again. Nothing needs to be 100%. An Amazon or Canada Post van being electric still saves on oil...

You shouldn't mistake me for being anti-nuclear. I've always been a strong proponent. But I recognize that for a while host of reasons development has absolutely gotten f'd. And now economics is killing them basically everywhere but China. You bring up the SMR in Ontario. I was so...

Maybe not perfectly analogous between the services. But there's probably shore assignments they could fill.

Obviously utilities and some homeowner have different considerations. The utilities would have to do security testing, installing fully separate networks, etc. This is no different a consideration than all the other critical kit we buy that is made in China. Including our phones. It's not...

What was the installed base and installation rates of solar in 2019? We're literally discussing a phenomenon that has developed over the last 5 years. At minimum, solar now delivers more watt-hours than nuclear. If someone told you this was the prediction for 2025 in 2020, you would have said...