Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

The batteries stores solar and wind generated energy. 93% of the new generated electricity was solar last year and it is looking like it will be more this year. Solar with batteries by itself can easily supply all the increase electricity demand(estimated at 3.5% for the next 10 years). This does not even include wind.

No one is building coal or nuclear power plants. The gas plants are one of the most expensive sources of power and are alway the first taken off line.

Building a gas power plant requires pipelines, turbines, transformers, switchgear, and pipe. All of which have spiked in cost including the fuel- natural gas. There are severe and long term bottlenecks on turbines.

The option is to use solar, wind and batteries and actually easily meet demand at reduce rate or do what you want and pay through the nose. It would be nice to actually be able to manufacture these things in the US but I guess maga is against manufacturing things in the US.

Another point is the Chinese are getting spin off technological break through similar to what we got with a space program. The military applications for the battery technology, electric motors, lidar, lithium processing, etc will be needed to stay relevant.

Europe has done all this, and the result has been higher energy costs, and deindustrualization.
Somehow reality never matches the theory.

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

Anonymous wrote:Good, the future is nuclear

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

The batteries stores solar and wind generated energy. 93% of the new generated electricity was solar last year and it is looking like it will be more this year. Solar with batteries by itself can easily supply all the increase electricity demand(estimated at 3.5% for the next 10 years). This does not even include wind.

No one is building coal or nuclear power plants. The gas plants are one of the most expensive sources of power and are alway the first taken off line.

Building a gas power plant requires pipelines, turbines, transformers, switchgear, and pipe. All of which have spiked in cost including the fuel- natural gas. There are severe and long term bottlenecks on turbines.

The option is to use solar, wind and batteries and actually easily meet demand at reduce rate or do what you want and pay through the nose. It would be nice to actually be able to manufacture these things in the US but I guess maga is against manufacturing things in the US.

Another point is the Chinese are getting spin off technological break through similar to what we got with a space program. The military applications for the battery technology, electric motors, lidar, lithium processing, etc will be needed to stay relevant.

Europe has done all this, and the result has been higher energy costs, and deindustrualization.
Somehow reality never matches the theory.

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

The batteries stores solar and wind generated energy. 93% of the new generated electricity was solar last year and it is looking like it will be more this year. Solar with batteries by itself can easily supply all the increase electricity demand(estimated at 3.5% for the next 10 years). This does not even include wind.

No one is building coal or nuclear power plants. The gas plants are one of the most expensive sources of power and are alway the first taken off line.

Building a gas power plant requires pipelines, turbines, transformers, switchgear, and pipe. All of which have spiked in cost including the fuel- natural gas. There are severe and long term bottlenecks on turbines.

The option is to use solar, wind and batteries and actually easily meet demand at reduce rate or do what you want and pay through the nose. It would be nice to actually be able to manufacture these things in the US but I guess maga is against manufacturing things in the US.

Another point is the Chinese are getting spin off technological break through similar to what we got with a space program. The military applications for the battery technology, electric motors, lidar, lithium processing, etc will be needed to stay relevant.

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

Anonymous wrote:

Anonymous wrote:No need for grants. Just put a high tariff on Chinese imports, forcing them to manufacture in America. Have a rule that these Chinese companies must be in a partnership with an American company, that is at least 50% American. Then you steal the technology from the factory in America.

The Chinese had agreed to that. They were willing to share technology and build plants in the US. This is the new model China is using through out the world. They are partnering with countries, building plants in those countries and sharing manufacturing processes and technology. Trump has canceled all those in the US.

Gotion’s Colossal Battery Factory In Michigan Is Dead
The State of Michigan has canceled a giant factory that would have brought cutting-edge battery technology to America.

Chinese battery giant Gotion High-Tech wanted to bring local manufacturing of lithium-ion batteries to Michigan.
The state's economic development corporation initially backed the plant, but has since rescinded its support.
Gotion planned to train American workers to make cutting-edge batteries and promised 2,350 high-paying jobs.
In 2022, the Chinese company Gotion High-Tech began construction of a $2.4 billion battery factory in Northern Michigan, promising 2,350 high-paying jobs and one of the state’s largest economic development projects.

The State of Michigan promised more than $100 million in subsidies to the battery company, of which it had already disbursed over $23 million to help Gotion acquire land near Big Rapids. But the state’s economic development division is now asking for that money back and has canceled the remaining subsidies promised to the company, Crain’s Detroit Business reported Thursday.

Gotion High-Tech is one of the world’s largest battery manufacturers, accounting for 3.6% of the global cell manufacturing capacity between January and August of this year—which nearly equals Panasonic—according to Korean market research firm SNE Research.

https://insideevs.com/news/776936/gotion-battery-factory-michigan-dead/

The US will not be competitive in the new electrified economies. Look at one market segment. EV mid and heavy truck segments went from 0% of the market in 2022 to 4% in 2024. Battery prices keep falling, energy density keeps increasing. This is a technological revolution in transportation and electrical generation that is being driven by cost savings. The US is not a player.

China sell 35 million new cars a year(US market is 16 million) and all the big car manufacturers including US make about 50% of their profits in China. That has stopped because they can not compete with Chinese EVs.

China has reached peak oil demand. Remember for every barrel of oil, ton of coal used you lose 65-80% of its energy. This has a hidden cost of 5-8% of GDP. With electricity you use 90-95% of the energy. It’s about efficiency.