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War in Iran is giving reason/opportunity for countries to shift to newer energy sources
Posted on 4/21/26 at 11:23 am
Posted on 4/21/26 at 11:23 am
4
Posted on 4/21/26 at 11:24 am to Oilfieldbiology
It will allow for stress testing of the tech but I am guessing the technology isn’t particularly mature yet.
May still be usable depending on the load put on it though.
May still be usable depending on the load put on it though.
Posted on 4/21/26 at 11:44 am to teke184
China's been playing the long game for decades. They essentially own the electrification sector. 95% of manganese refining is in China. You don't just build that in the US overnight.
One day the US is going to have to play ball.
One day the US is going to have to play ball.
Posted on 4/21/26 at 12:12 pm to atlgamecockman
quote:
One day the US is going to have to play ball
This assumes the Chinese economy doesn’t crater before then.
Posted on 4/21/26 at 12:33 pm to Oilfieldbiology
Yeah, right. Good lord some people are beyond gullible. None of that shite is economical without massive and long-lasting government subsidies. NONE.
Posted on 4/21/26 at 12:39 pm to Tridentds
Solar and wind are profitable without subsidy right now. Subsidy makes the investment more attractive but there are systems that still make money without them.
Battery systems are cheap as frick, don't need a subsidy to set one up and arb the market. It's happening all over Texas.
Battery systems are cheap as frick, don't need a subsidy to set one up and arb the market. It's happening all over Texas.
Posted on 4/21/26 at 1:31 pm to atlgamecockman
quote:
Solar and wind are profitable without subsidy right now.
Are they?
Posted on 4/21/26 at 2:06 pm to Oilfieldbiology
They are. The components are cheaper every year. Some areas more profitable than others due to market conditions, load etc. but they absolutely make money.
The subsidies were put in place to incentivize more investment in the space but the numbers work even without them.
One thing all the oil and gas shills on here never fail to omit is that despite increased production, we are also seeing increased installation of solar, wind and BESS every year. It's not going down, it's not going anywhere but up. Texas gets 30% of its energy from wind and solar at certain times.
The subsidies were put in place to incentivize more investment in the space but the numbers work even without them.
One thing all the oil and gas shills on here never fail to omit is that despite increased production, we are also seeing increased installation of solar, wind and BESS every year. It's not going down, it's not going anywhere but up. Texas gets 30% of its energy from wind and solar at certain times.
Posted on 4/21/26 at 2:46 pm to atlgamecockman
We can harvest an unlimited supply of nickel cobalt copper and manganese from the sea floor in the form of polymetallic nodules
Posted on 4/21/26 at 2:54 pm to atlgamecockman
quote:
They are. The components are cheaper every year. Some areas more profitable than others due to market conditions, load etc. but they absolutely make money.
But only in certain geographical areas with the sun/wind source
And the transmission power side of these technologies aren’t as cost friendly
Posted on 4/21/26 at 3:05 pm to lsuoilengr
quote:
We can harvest an unlimited supply of nickel cobalt copper and manganese from the sea floor in the form of polymetallic nodules
Insanely expensive process. Not gonna set up that industry very quickly.
Edit: And your plan to refine those materials?
This post was edited on 4/21/26 at 3:06 pm
Posted on 4/21/26 at 3:30 pm to Oilfieldbiology
Lmao! Until morr efficient batteries are devoted, battery powered anything is still far far behind petrochemicals.
Even more so for energy. Nuclear is the way to go.
Even more so for energy. Nuclear is the way to go.
Posted on 4/21/26 at 3:34 pm to lake chuck fan
quote:
Nuclear is the way to go.
no argument there
Posted on 4/21/26 at 4:23 pm to atlgamecockman
Key Adjustments for a More Complete Comparison Intermittency and System Integration Costs:Solar and wind produce only when the sun shines or wind blows (capacity factors often 20–40% vs. 50–90%+ for gas/coal). This requires backup (gas peakers, batteries), overbuilding, transmission upgrades, or curtailment.
Adding short-duration storage (e.g., 4-hour batteries) raises "solar + storage" or "wind + storage" LCOE to ~$44–131/MWh or higher.
lazard.com
At higher penetration (e.g., 30–50%+ of grid), "system LCOE" or integration costs (balancing, grid stability) can add significantly—some analyses show effective costs rising sharply or even exceeding dispatchable sources in "levelized full system cost" (LFSCOE) metrics.
sciencedirect.com
Fossil plants provide on-demand power and grid services (inertia, frequency control) more easily. In low-renewables grids, their LCOE is more directly comparable; in high-renewables scenarios, the system needs firming capacity, raising overall costs.
Adding short-duration storage (e.g., 4-hour batteries) raises "solar + storage" or "wind + storage" LCOE to ~$44–131/MWh or higher.
lazard.com
At higher penetration (e.g., 30–50%+ of grid), "system LCOE" or integration costs (balancing, grid stability) can add significantly—some analyses show effective costs rising sharply or even exceeding dispatchable sources in "levelized full system cost" (LFSCOE) metrics.
sciencedirect.com
Fossil plants provide on-demand power and grid services (inertia, frequency control) more easily. In low-renewables grids, their LCOE is more directly comparable; in high-renewables scenarios, the system needs firming capacity, raising overall costs.
Posted on 4/21/26 at 5:19 pm to Oilfieldbiology
The world needs all the energy it can get in all forms. Oil and Gas isnt going anywhere.
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