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Pipelines, energy and natural resources

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There's a dividing line clearly between Toyota, and to a lessor extent, Honda, and all the others. The Japanese car industry is ripe for consolidation. EV's might very well be the catalyst that brings it on.

Toyota is leading the way with their EV approach - which is the Hybrid vehicle - and the others are playing catch up.

Go look at the balance sheets of all these companies. They have insane debt levels. And the second reason they are all in trouble? They had high dependency on China for profits. First the Chinese brands took back market share at home. Now they are exporting EVs taking marketshare everywhere else. And unless you actually make cars in your country, you don't care where you import from. So their profits are starting to evaporate and they can't survive just on home market share.

Toyota is going to become Japanese GM.
 
There's a dividing line clearly between Toyota, and to a lessor extent, Honda, and all the others. The Japanese car industry is ripe for consolidation. EV's might very well be the catalyst that brings it on.

Toyota is leading the way with their EV approach - which is the Hybrid vehicle - and the others are playing catch up.

This is basically what happened in NA.
 
There's a dividing line clearly between Toyota, and to a lessor extent, Honda, and all the others. The Japanese car industry is ripe for consolidation. EV's might very well be the catalyst that brings it on.

Toyota is leading the way with their EV approach - which is the Hybrid vehicle - and the others are playing catch up.
There was a time, not that long ago, when the automotive media was down on hybrids. Minimal benefit, increased complexity and added cost. That seems to be changing. If nothing else, it eliminates range anxiety in cold climates.

As for consolidation, I think Nissan is circling the drain; maybe also the auto division of Mitsubishi.
 
There was a time, not that long ago, when the automotive media was down on hybrids. Minimal benefit, increased complexity and added cost. That seems to be changing. If nothing else, it eliminates range anxiety in cold climates.

Should be noted that this is a very North American take. Nobody in Scandinavia is worried about range anxiety with their EV. They are worried about paying over CA$3/L on top of the insane taxes they had to pay when buying a car with an internal combustion engine.

And even here, it's debatable how long hybrids will hold the conversation with range extenders coming. See Scout.
 
There was a time, not that long ago, when the automotive media was down on hybrids. Minimal benefit, increased complexity and added cost. That seems to be changing. If nothing else, it eliminates range anxiety in cold climates.

As for consolidation, I think Nissan is circling the drain; maybe also the auto division of Mitsubishi.
many machines start out complex until R&D figure out simpler ways to do it, hybrids and EVs are here to stay, and long term will likely cause consumer consumption of gasoline to decline slightly as efficiency increases.
 
There was a time, not that long ago, when the automotive media was down on hybrids. Minimal benefit, increased complexity and added cost. That seems to be changing. If nothing else, it eliminates range anxiety in cold climates.

As for consolidation, I think Nissan is circling the drain; maybe also the auto division of Mitsubishi.
I bought a Corolla Hybrid about 18 months ago and I love it. First time owning a Toyota and a hybrid. In the summer months I can get 47-48 miles/gallon highwary driving. So far great value for money. I tend to buy new and drive for 12-14+yrs, so it will be interesting to see if the hybrid battery lasts that long, that's the wildcard in my opinion.
 
many machines start out complex until R&D figure out simpler ways to do it, hybrids and EVs are here to stay, and long term will likely cause consumer consumption of gasoline to decline slightly as efficiency increases.

This is an understatement. EU gasoline consumption peaked in 2007. The US peaked in 2018. They are all on a slow but steady decline. And most of that was before even hybrids were really popular. Let alone EVs.

Figure_0.jpg


US-fuel-demand-2025-03-04-gasoline-total.png


You can really see the impact of efficiency here, especially when you consider the context of population growth and vehicle size growth over the same period:

US-fuel-demand-2025-03-04-gasoline-per-capita.png


Now imagine the effect that this war will have, given the options that are available to consumers today. Especially outside North America.
 
I bought a Corolla Hybrid about 18 months ago and I love it. First time owning a Toyota and a hybrid. In the summer months I can get 47-48 miles/gallon highwary driving. So far great value for money. I tend to buy new and drive for 12-14+yrs, so it will be interesting to see if the hybrid battery lasts that long, that's the wildcard in my opinion.

Hybrid batteries haven't been an issue in well over a decade. Prius batteries go up to 200k miles with proper maintenance.


Tesla has talked about million mile batteries. And famously, their most prominent researcher, Prof. Jeff Dahn at Dalhousie, has worked on a 100 yr, 4 million mile battery. That may sound ridiculous. But these companies all want to produce reliable batteries with predictable lifecycles that will win over fleet customers. Getting taxis, delivery vans, etc to switch is attractive business.

Naturally it takes a decade or maybe two for the average person to actually catch up to reality on this stuff. But the "you'll have to pay $30k to replace your battery" is a silly and dated trope. Enjoy your car. It'll give you enough confidence to get a full EV in a decade......
 
Hybrid batteries haven't been an issue in well over a decade. Prius batteries go up to 200k miles with proper maintenance.


Tesla has talked about million mile batteries. And famously, their most prominent researcher, Prof. Jeff Dahn at Dalhousie, has worked on a 100 yr, 4 million mile battery:


Naturally it takes a decade or maybe two for the average person to actually catch up to reality on this stuff. But the "you'll have to pay $30k to replace your battery" is a silly and dated trope. Enjoy your car. It'll give you enough confidence to get a full EV in a decade......
My concern is not the distance but the duration.

The Honda Civic that I replaced with the Corolla Hybrid, my son now drives it to college and home, is a 2008 with only 156k on it. I want the battery to potentially last 12-16yrs, not necessarily how far I go in that time period.
 
My concern is not the distance but the duration.

The Honda Civic that I replaced with the Corolla Hybrid, my son now drives it to college and home, is a 2008 with only 156k on it. I want the battery to potentially last 12-16yrs, not necessarily how far I go in that time period.

Longevity isn't an issue. Battery wear is based on cycling. For a hybrid, that is almost all with how much you drive.

With pure EVs if you do things like powering your home, then maybe you incur additional cycles not related to drive.

I drove a rare Jetta Hybrid for about 12 years. Now with a gas crossover. I enjoyed the gas savings. But I didn't enjoy the Premium gas (cause of the turbos in there) or still having all the gas maintenance (like oil changes). I would have gone full EV when we switched but didn't have a place to charge at the time. Next vehicle for me, for sure. I kinda agree with Carlos Ghosn said about hybrids, "If you want a fish, you get a woman; if you want a woman, you get a fish."

I generally think if you're in a multi-car household, just make the commuter a small EV and then have big honking SUV or pickup for the roadtrips.
 
Something something business case.... sounds like we need a eastern lng terminal

 
Here’s another 500k/day in oil heading down to the US announced quietly today.


With TransMountain and its announced expansion, that will be 1.83m/day in new oil being exported by 2028.
 
Solar panels making rain in the UAE

The generate their own air pump.


"A modelling study led by climate scientist Oliver Branch at the University of Hohenheim found dark solar panels absorb more heat than the surrounding reflective desert sand.

"This temperature difference drives updrafts that can lead to rain, potentially providing water for tens of thousands of people."


"....A 20 square kilometer solar field would increase rainfall by nearly 600,000 cubic meters under the right conditions, equivalent to 1cm of rain falling across an area the size of Manhattan.

"If such rainstorms occurred ten times in one summer, they would provide enough water for more than 30,000 people for a year"

The researchers modeled solar panels as nearly black surfaces that absorb 95% of incoming sunlight.

......................

20 km2 is about 8 sections.

The largest solar array in Canada is the Travers project outside of Vulcan which is about 5 sections.

Key Details on Solar Grazing at Travers:
Location: South of Lomond, Alberta.
Scale: Canada's largest solar project.
Agrivoltaics: A local farming family uses the site to pasture thousands of sheep (eventually planned to reach 8,000 head) for vegetation management, with plans to expand animal production.
Alberta Farmer Express

Other Notable Alberta Solar Projects with Livestock:
Strathmore Solar: A 400+ flock of sheep, pigs, and chickens use the rows of panels as shelter for grazing and fertilizing.
Cardston Solar: A pilot project by SunCycle that grazed cows around the panels, navigating tighter spacing.
W.A. Ranches (U of C): A project at the University of Calgary's ranch is researching vertical solar panels specifically to allow for cattle grazing.
ucalgary.ca

...

power generators
air pumps
windbreaks
shades
conserve water by inhibiting evaporation from both plants and beasts
promote vegetation
reduce migration of dirt as dust in the wind
enhances feed production
promotes rain production


makes money from all of the above directly and indirectly.

down side is the cost of building them sturdy enough and high enough to allow cattle to graze under them with adequate airflow and light and not have them knocked down by cattle rubbing up against the legs.

Which in the grand scheme is a minor engineering problem.

I would sooner see those in the fields and feedlots around me than be confronted by those wind turbines.

....

Presumably the same logic applies to dark coloured roofs in towns.
 
Yet another challenge for the energy, and other sectors: the ongoing flight of investment capital...


There is absolutely no doubt that Justin Trudeau was an absolute disaster for the Canadian economy, but the Conservatives really need to pivot their messaging from the past to the present if they want to be seen as a good alternative to the Carney Liberals.

Report tracks capital flight between 2015 and 2024.

Comment from Conservative MP: "This is the record of the Liberal government under Justin Trudeau and Mark Carney".

Mark Carney became leader of the Liberal party in 2025.
 
No denying that falls completely on Trudeau's shoulders - but its utterly wrong to say that it falls on Carney in any way. In 2024 he was still in the private sector.

Oh wait, what's this ;)

Trudeau taps Carney for help in crafting COVID-19 recovery plan​

August 11, 2020 EnergyNow Media

Mark Carney, the only person to run two major central banks, is helping Justin Trudeau craft next steps in a plan to pull Canada out of a deep recession sparked by the coronavirus.

Five months after stepping down as Bank of England governor, Carney has become an informal adviser on policy matters with the Canadian prime minister. Trudeau is leaning on the former Goldman Sachs banker as a sounding board for what officials are characterizing as an ambitious economic recovery plan, according to a person familiar with internal policy operations.

The plan will seek to tackle everything from deficiencies in the social safety net to climate change, infrastructure and immigration. The first measures are likely be rolled out in a budget update this fall before a more comprehensive fiscal package early next year, the person said.


 
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