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You can NOT pick and choose which solar farm will power your furnaces (because it's all coming from the grid). And usually burning a fossil fuel is more energy efficient than running an electric furnace, so you can't make that substitution anyway! So the choice is truly, buy chinese solar...

Yeah, where did you get your statistic 0.05%?! Silicon ingot production is the most energy intensive part of making solar cells, and the amount of silicon used in a single 1 sq meter solar panel (300w) is equivalent to 600 i9-core processors, or 10,000 microcontrollers, or 83,000 LED chips...

Don't forget that coal is still a significant chunk of China's electricity production, so don't expect a significant increase in solar panel production without a significant consumption of coal for it. But it's a necessary price to pay for accelerating the supply of renewable energy and the...

Look for the Plaidessey from the Boostedboiz: You can live vicariously through their lives, as they dropped a minivan shell on top of a model S Plaid "underbody".

Looks like someone dove into the EPA documentation and made a mountain out of a molehill: Frequent Questions about Landfill Gas | US EPA LMOP is the name of the program and its been around for years, with over a thousand participants.

HA! The UN?!?! How exactly would they "intervene"? It's not like China is invading anyone. Edit: What would be more effective in china, is to shine a spotlight on their coal mine accidents and their death tolls. Then spotlight which manufacturers still rely on coal for their steel or...

What's amazing is that the CO2 chart shows India in dark red, while China (the paragon of conspicuous coal consumption) is "merely" slightly red ... and this from the same guy (Peter D. Carter) who was complaining about how much coal China was consuming. He strikes me as a "complain about all...

Don't know how to make sense of it, but it's even more intriguing that the natural gas power production exactly inverses the battery storage absorption! bug in the data maybe?

The sky is usually clearest after a storm, so perfect for including solar panels with that relief aid to provide power and recharge the truck.

Our choices shouldn't be between bad and worse! This is a dichotomy that's been forced upon us by the political machines. Anyway, I'm going way off-topic. I only brought up my distrust of the administration's "committment", because you firmly believe that it'll will matter. It won't. We've...

Forgive me, but I'll have to hold off on praising their "committment". As someone who voted for them, I felt disillusioned by how their perspective got tainted by politics, to the point where they introduced policies that actively worked AGAINST Tesla and SpaceX. It makes their committment...

"some have said" is wiggle room for lie. It might be the largest investment in US history, but spending historic amounts of money on inflated prices (think pentagon spending $10,000 on a toilet seat) doesn't make for "largest investment" against climate change. Removing fossil fuel production...

Yes humans are adaptable, but what makes us adaptable? Our competitive nature (aka those evolutionary forces) are what makes us so. You can't have the positives without the negatives. It's wishful thinking to say that "we can". People who can think "I have enough", don't have the drive to...

Considering the Fermi Paradox, I'm afraid your desire to pacify humanity (aka control its insatiable urge to compete and expand) would doom it to extinction. A species that is content to be a master of its limited environment is no different from the dodo birds.

That 2023 to 2024 reduction in gas power plant production was a huge one! It probably coincides with the 2 PGE megapack sites coming online last year. So now that we have empirical data proving out JB Straubel's thesis, how long before the rest of the world deploys more batteries to pair with...

Next week is a monthly expiration. I've noticed that max-pain is less reflective of options demand for the longer term options, like monthly, quarterly, and annuals. The next weekly max-pain (5/24) shows it back at 850.

Am I understanding this correctly? It looks like this repair strategy is to help exit an underwater position with a profit? Since the profits are capped once the stock price recovers. If I wanted to keep the shares (at the original cost basis of $900, but now shifted to ~$846), do I just...

What does negative pricing mean? There's so much supply that they're looking for storage capacity and are willing to pay for that capacity?

Read my previous posts to see how way off you are. You're gripped by the fear that I mentioned earlier. I am an admitted gambler though, so there is that. But unlike a roulette table, I can always call a tow truck (and deal with the verbal chastising) if my gamble doesn't pay off. Not...

And I've done the same, but arrived home with 2% remaining. The point is that some people can't get over their fears, and no amount of our own personal experience will convince them otherwise ... until they've experienced it themselves.

I've always believed that as more people live with EV's, they'll learn that many of these "an EV won't work for this situation" fears are completely unfounded. I've been ICE-free (BEV only household) for over 6 years now, and have done plenty of road/tent-camping trips with kids in tow. BUT my...

Well, all those scenarios breaks the "I'll be the last to sell my shares" pledge. By announcing the sale before he actually sells, he gave himself a reason to break the promise. And then if you're going to publicly announce that you're selling shares, then doing it as quickly as possible was...

For opinions, sure. But for claims of "facts", this laissez-faire attitude is how falsehoods are spread. Leaving the ignorant (not claiming anyone is ignorant, only a generality here) alone simply allows them to propagate their ignorance, because they're louder. And then claims based on...

Since today seems to be a minimal movement day, anyone doing anything with NVDA? I had opened a 5/10 -945c/1100c BCS last week, and it's at 50% profit now. I'm tempted to open a second, assuming today's rally will revert by Monday, but I'm also expecting a run-up to their earnings call on...

The fallacy in the chart is that cruise ships aren't modes of transport (like the rest), but a destination itself. All the amenities onboard the ship are powered by the marine diesel engine. They should've included boondocking RV's for an equivalent comparison.

I have a tri-motor CT reservation (placed in 2018). Was given two opportunities to convert it to a Foundation Series order (shareholder's preference and referral credits). Didn't bite on either of those, since I'm waiting to see if they'll drop their price down to what was originally offered...

It looks like personal electric mobility beats public diesel/gasoline busses. So "public transportation" is NOT king.

That reuters article is full of contradictions. It reports an expected rise in coal production, but notes that miners have halted production for longer than the lunar new year due to a lack of storage capacity. There's also an expectation that hydro power will return to normal this year, which...

Nice. You wrote "20 years", but had to go back almost 30 for the data to back your point. "China hit an all time high of 17 Mbd this year" -- isn't that a measure of oil consumption?! "Coal consumption for electricity generation went from 1 TWh in 2000 to over 5 TWh in 2022" -- this is just...

Primary energy is a way to paint China in a bad light, because their steel industry still uses the bessemer process, which can ONLY be produced using coal. Also, a little over 1/3 of china's population are still rural, which relies on coal for their cooking needs. And the chart they used is...

I closed my underwater cc's and +LEAPS. Banking on this being nothing more than a short squeeze. Will look for opportunities to buy those LEAPS back after the china FSD euphoria has worn off.

Finally. But remember that capacity is NOT the same as consumption. Just look at the years between 2015 and 2019, when capacity factors for the coal power plants were DECLINING. Having the power plants doesn't mean they have to be running at full output. Just refer back to my IEA chart...

No. You can't do that and show an increase in the same chart for the same year. This is called cognitive dissonance. You're going into a mental pretzel trying to justify your claim that the chart is showing consumption, when it is only showing capacity (both the removal of power plants and...

WTF is "retired coal consumption"?!?! Did you throw up the coal after consuming it?!? Edit: You can only retire capacity, and that's the whole point. Trying to equate that with consumption is sophistry.

Read the graph carefully. It doesn't show what you're claiming. Simple analytical question, how can you have negative consumption?

Your tweet claims coal consumption, but the source it used cites capacity. At this point, it's all just noise, because it's merely shouting that there's a problem, but doesn't do anything about solving the problem. China produced 80% of the solar panels used by the rest of the world, they had...

Here's the IEA's consumption graph over the same time period (even though 2023 was an estimate and thus below the actual consumption): Global coal consumption, 2000-2025 – Charts – Data & Statistics - IEA Notice that unlike the capacity chart, consumption did NOT double, and is only barely...

That's clearly clickbait. The key word is "capacity", not consumption. There might be more power plants in total, but not all of them are running at full capacity. Also notice that there's no drop-off during the covid years, when we all know that consumption of everything was down due to...

The only reason is to sustain the light of consciousness in case of some sort of a catastrophic disaster on earth. But much like with many things, there are other possible solutions that are more achievable (namely space colonies in the the lagrange points due to having access to more energy).

Are you sure about the 23.4Q drop? The SP might've opened lower, but it ultimately closed higher: https://finance.yahoo.com/quote/TSLA/history?period1=1673827200&period2=1675382400

I could only find info stating that Mike Abbott was leaving due to health reasons. Your source stating that "his whole team from Apple to leave with him" brings into question those "health reasons". Let's see if there are any more departures?

But unlike an orphaned well, there isn't any further ecological damage done by just leaving it there. And as stated before, there's scrap metal value in the system. So the landowner doesn't need to spend a dime for a 3rd party to come and retrieve the system, very different from an uncapped well.

There are no inverters in solar panels, only solar systems. A failure in the solar system is NOT something that requires scrapping and recycling the whole thing. This is a huge false equivalence to abandoned methane wells.

Not to mention that the aluminium can be recycled, so there's a financial incentive for someone else to remove them.

I have TSLY and regretted it. It's been underperforming, but I don't know if that's due to TSLA's drop or something else?

... *chirp* ...

I like Yoona's suggestion of basing it off of delta's. 2 years ago, I would've said 15% OTM for a week out, but with premiums as low as they are (and how little the stock moves), it's kinda like the more mature stocks where there's very little premium for not as much risk. Like the others, I'm...

Isn't it just a function of what the bid price is? If people are willing to pay more than the intrinsic value of the option, then it still has extrinsic value. I've never seen it as anything that can be estimated, because there were times when a higher strike put (short-hand for "strike price...

You measure it, with whatever app you've installed, but how does it get reported to your utility or CalISO? My Tesla App has a checkbox for sharing such data in order to participate in VPP, but my non-Tesla panels (and micro-inverter) don't have that same functionality.

You mean besides the fact that data doesn't magically appear without some sort of measuring device? The burden of proof rests on the other side I'm afraid. CalISO can measure how much electricity is produced by the suppliers, or how much is drawn from the grid from the consumers, but...