Life after cheap oil: November 2008 Archives

Character

|
Somebody told me recently how electric vehicles pose an unexpected problem for car manufacturers, The internal combustion engine is a capricious piece of technology, but it allows you to make many design choices which give it a specific character (number of cilinders, bore/stroke, tuning, exhaust and so on). We consumers have gotten used to this, even more so it has become a part of our lifestyle. Car manufacturers differentiate themselves with it.
A good electric motor is just...a good electric motor. No more differentiation. Oops.

This can lead to several different strategies and disruptive influences. Some manufacturers will probably try to introduce  specific characteristics by intervening with software (drive-by-wire). Other new entrants will see the opportunity to use software to personalize the car in different ways. 
How about an "iCar by Apple"?

Fun

|
Who says electric minicars cannot be fun to drive? 
Onelectriccars.com shows the video of a Tazzari Zero without body, really driven like a gocart. With a 140-150 km range it sounds like something you could really (ab)use.


Grundlich (3)

|

Earlier posts have referred to the extensive study on the climate change investment opportunities in the context of the credit crisis.

One of their conclusion is very clear. Prices of oil and gas will go up because demand outstrips supply, but the price of coal will drop because there is enough. Without a pricing mechanism that will price in the externality (the costs to society of the emissions) coal will grow at the expense of sustainable alternatives and CO2 emissions will grow. They see no alternative for a cap-and-trade mechanism for emissions.
Time for our governments to get cracking.

Tense

|
Tomglow.jpeg























The limited capacity of accumulators is one of the major hurdles for the introduction of electric propulsion of vehicles. A lot of energy and intellect and money is thrown at the problem, with promising results.
A Korean team has discovered a method to increase the storage capacity of anodes in Lithium-Ion accumulators quite dramatically. The capacity of a cell is proportional to the number of ions that can be stored in anodes when charged. They have found a way to use silicon to create highly porous structures that can withstand the stress of charging and de-charging. Zoomilife is very optimistic, but even a 3-4 fold increase would propel EV's into the mainstream of car manufacturing.

Responsability

|
patagonia.jpg














Taking your responsability serious: a wonderfull minisite from Patagonia, a clothing manufacturer showing the impact of their products: travelled distances, CO2, toxic materials, energy use per product. Excellent.

"Every one of us does things in the course of a day that adversely affect the health of the planet. We don't decide to, we just don't give it a thought.

Surprising, though, how many habitual practices we can - and do - change once we give them some thought. We can all name environmental habits we've changed and more we intend to. This has to be done, and more often by more of us. The impact of an unexamined life is far more serious than it once was - deadly so.
Here we'll examine Patagonia's life and habits as a company. The idea is to give more of our practices some air and thought, and to change habits often played out on an industrial scale, with concomitant effects. We've been in business long enough to know that when we can reduce or eliminate a harm, other businesses will be eager to follow suit." 

(Hat tip Robert)


Grundlich (2)

|
The 166 page report by the Deutsche Bank requires a thorough reading, as it is filled with information. One observation sticks out. Given the most recent measurements in ice cores of CO2 over the last 800.000 years they declare the scientific debate if there is a problem closed. Look at the graph.


co2luthi.JPG

















Source : D.Luthi, Nature 15 May 2008.


Grundlich

|
The advisors of the Deutsche Bank (Global Institutional Asset Management) have released an extensive study on the climate change investment opportunities in the context of the credit crisis. Conclusion: the investment potential is great.  Government regulation, including carbon pricing, traditional mandates, subsidies, and incentives, are a major driver of investment opportunities in climate change.

Or in others words: climate change requires vast but profitable investments in infrastructure and technology. Goverments will drive these changes as much as anyone, and by their actions they will create a very safe investment arena. The need to keep the economy going after the credit crisis will be the " burning platform " that forces them to act.

"Governments have before them a historic opportunity to 'climate proof' their economies as they upgrade infrastructure as a core response to any economic downturn," according to Fulton (DB) "Infrastructure stimulus can be tied directly to climate-sensitive sectors such as power grids, water, buildings, and public transport, which present a vast field for the creation of new technologies and jobs."

The definition of "green" infrastructure will no doubt expand to another seemingly unrelated arena: telecommunications. The carbon-reduction potential of high bandwidth fiber networks by supporting tele-presence and tele-working is huge but not yet on the radar of sustainability programs. That will no doubt change soon.




(Hat tip Maurits)


Chinese Hybrids

|
It is my personal belief that Chinese cars will be coming to Europe in the next couple of years. Although their first attempts to enter the European market were not successful (remember the Landwind) they will return and strike hard at the weakened Western automobile industry. As an example consider the cars presented at the Guangzhou International Motor Show. First of all there is the Brilliance BS6 Hybrid. This car is equipped with nickel-hydrogen batteries and an electric motor and reduces fuel consumption by 35%. It will come to the market in 2009 or 2010. Secondly, and already available across China in the coming days, is the BYD F3DM (the Chinese only need to reconsider their naming). This Hybrid plug-in car can reach 160 km/h and can drive 100 km in electric mode, which is a considerable distance. When attached to a rapid recharge station it can regain 50% of its electric capacity in 10 minutes, when plugged in at home it takes 9 hours, i.e. overnight. I definitely wouldn't mind having that car in Europe, and it doesn't even look so bad! If you want to read more check out leblogauto (in French) or, if your Chinese is up to standards, the autohome site. bydf3dm.jpg

Redirection

|
We humans create simplified simulations of reality in our minds, patterns of behaviour. We use them daily so we can reduce the amount of information we have to digest and to predict what is going to happen "  if.......".
Magicians and spin doctors  can be effective by manipulating our assumptions. They try to trigger us by words en visual clues into assuming that reality fits a pattern we know. They often succeed in locking us into a perception of reality that is more governed by our internal  simulation than what is actually happening. So much we actually do not perceive some inputs any more, as shown in a previous post.

So it pays to be very carefull when words are used that trigger emotions and assumptions, like in advertisements. Look in the opposite direction.

I got triggered by Project Better Place .   
It is a venture to get all-electric cars powered by renewable sources on the road in many countries, starting in Denmark and Israel and Australia. 

The nomer " Project Better Place"  (PBP) has strong connotations with an altruistic goal to improve the world. But venture capitalists who invest over 200 mio USD are most likely interested in high returns. So  where is the beef?

In the Ecogeek blog questions are raised about the business model of the cars of PBP.
A recent presentation by their European Business Development Executive Hans de Boer      gave some indications of a  plan how PBP could make a fortune.
For each country a local company is set up with local partners and local financing. The local company sells or leases the cars, leases the batteries to drivers, sets up a network of charge points connected to the grid. PBP manages how and when the cars are charged up, cuts deals with suppliers of (renewable) electric energy.
The key remark for me was that the business case for a user of the electric car was great....because no taxes were levied on electric cars.
This is not sustainable. Most governments raise a lot of income out of taxes on cars and gasoline If electric cars will become mainstream the governments will need to get compensation for this lost income.

So could this be the plan? Local companies bear the financial riscs of both the batteries and a business case that is highly dependent upon a tax advantage which cannot be sustained in the long run. The local company raises the money to build the infrastructure (charging points). PBP only contributes intellectual property (which they continue to own and control) but controls the grid and the charging. They are the exclusive middle man between suppliers of energy and consumers, making money out of every Kwh sold. And cars consume a lot of Kwh's.  If the number of charging points is high enough other EV's will have no choice but to use this infrastructure, creating a de-facto monopoly for PBP.

Pretty shrewd. As a working hypothesis on how to assess PBP until more or contradicting facts become public this is my favorite.


California training

|

Together with Barack Obama's election into the White House, Californians approved Proposal 1A. The proposition allocates $9.95 billion to the California High-Speed Rail Authority. Of that $9.95 billion, $9 billion will be used to construct the core segments of the rail line from San Francisco to the Los Angeles area and the rest will be spent on improvements to local railroad systems, which will connect locations away from the high-speed rail mainline to the high-speed system. Travelling time from SF to LA will be reduced to some two and a half hours and it is far more sustainable than car or plane.

However, the project still requires federal matching funds, since a $9.95 billion bond issue only covers at most half of the estimated cost of the initial core segment. But don't we all agree that Obama needs some 'lighthouse projects'? And wouldn't this be a great one? In the mean time, watch some amazing animations on the nc3d.com website, a 3D visualization consulting firm specializing in transportation, architecture and urban design projects.

LASFtrain.jpg 

Next Christmas?

|

fisker.jpg

Planned for the end of next year: the Fisker Karma, a four-door, plug-in hybrid car. The Karma has a 50 mile all-electric range and more than 350 miles of total range. Fisker claims that the Karma "will have the potential for a fuel economy of over 100 miles per gallon on extended drives." The car is expected to cost around $80,000. And the best news is that Fisker recently announced the opening of a new Engineering and Development Center in
Pontiac, Michigan. The 34,000 square foot facility will house up to 200 engineers and
designers, who will support the development and production program of the Fisker Karma. Looks like there are some companies surviving the credit crisis!

Hydrogen creation anno 1833 revisited

|
bubbles.jpgA modern team of Italian researchers has revisited a device invented in 1833 by fellow Italian G.D. Botto for creating hydrogen. The device is based on the principle that a temperature difference can generated a current. By reflecting sunlight from two parabolic mirrors onto a hollow tube wrapped in metal and filled with water a temperature difference is produced, which then generates enough electricity to produce hydrogen through electrolysis. Simple, yet clever. Unfortunately, as wel all know, the devil is in the details. Can this be scaled up, what are production costs, what is the efficiency compared to current solar cells, are just a few of the questions I would like to see answered. Nevertheless, rethinking great ideas from the past always has my personal sympathy. Read more here.

Close to you

|
widehome.jpg
Give a man some freedom and imagination, and see what his hands can make.

candle.jpg










A wonderfull house, so warm you can almost feel it through the pictures. 

Go and see the site of Simon Dale




Serieus

|
Twee artikelen in het Financieele Dagblad van vandaag trekken de aandacht. Ze laten zien hoe diep het besef is doorgedrongen dat de tijden van goedkope en overvloedige olie voorbij zijn.

Op de voorpagina:
" De Europese Commissie bereidt een aanmerkelijke aanscherping van de regels voor energie-efficiency voor gebouwen voor. Elk bestaand pand, zowel woning als bedrijfspand, moet bij een ingrijpende verbouwing aan standaarden voor energiezuinigheid gaan voldoen." 

En Roy in 't Veld, de redacteur die zich in energie specialiseert schrijft op de opiniepagina (helaas achter een "pay-wall") dat de huidige lage olieprijs geen zegen maar een vloek is voor zowel investeringen in olie-exploratie als ontwikkeling van duurzame energieopwekking. Dat overheden met een stevige hand energiebesparing en duurzame energieopwekking moeten afdwingen.

[ The translate function of posts is active now. As the source of the material is Dutch is as good a time as any to test the function in practice].

The power of consensus

|
The European Union is an unique experiment. Many individual states voluntarily subjecting themselves to common law and rules, approved by consensus. Although the Union is under strain from its growth, although there are enough flaws that can and will be attacked by critics, it still is a remarkable succes in many ways. 
What other federation can claim that other states are actively seeking to become a member? Out of their own will? 
The commonality of rules and regulations and law provide a large market with more or less the same rules of engagement. The size of the market provides a counterweight against the pressure to " race to the bottom"  in a globalized world.

Every once and  awhile you get reminded of this power.

Today in Eindhoven there is a conference organized by/for the dutch " Technical Attache"  network on " Innovative Technologies for road transport and personal mobility" .

In both the presentation of PSA and of the Indian utility vehicle company Mahindra & Mahindra one message was clear. The force of the EU in pushing vehicle manufacturers in the right direction is massive.

The Indians showed that the EU is the most agressive in its targets for fuel efficiency and CO2 emissions, closely followed by Japan. The US has much lower standards. 
The Indians have decided to adopt the EU standards....

PSA showed the penalties for exceeding the set limits of emissions. They calculated that if the group will be 5 gr CO2/km over target on average emissions of the cars they sell, this will cost them in penalties 1 billion Euros , equivalent to their profit margin.
PSA showed an impressive number of improvements in technology and carsystems which will most likely give  the desired reductions in time.

Like Eisenhower once said "Speak softly but carry a big stick".



Worshipping the sun

|

Led Zeppelin

|
Nature follows art.

ledzep.jpg
Robin Gremaud has discovered a metal alloy that promises to store hydrogen much better than anything before. Apparently a tank of this alloy filled with hydrogen would be 60 % lighter than a battery with the same energy content.

The fun thing about his discovery was the methodology: you can measure the absorptionrate of hydrogen by the change in reflection of the metal. So, just spray a lot of random droplets with a variable mixture of metals, and see what happens. Pick the best one and measure the mix. Very clever.



Go with the Force

|
21_Mercedes_Benz_Formula_Zero_3S.jpg






















In the new Stars Wars movie....uhh, sorry.

It is the vision of Mercedes Benz of Formula Zero racing in 2025.
See more of this outrageous but wonderfull design over here.

Plant Power

|
chlorophyll_batt.jpg


















In a pressrelease with very little information (other than that urine could be used as a liquid, a sure way to get traction in the press) an organic battery was announced in Taiwan.

" Chungpin Hovering Liao, a professor at the Graduate School of Electro-Optic and Material Science of National Formosa University in central Taiwan's Yunlin County, told a news conference Wednesday that the battery, when wetted, can provide electricity for two days to a week....the world's first chlorophyll organic battery that can supply electricity within 10 seconds of being wetted with water, beverages or even urine." 

Copying nature is always a good strategy, but using urine...?

  • Preferred language:

  • Translation method:
     Auto
     Show translate button