Sunday

8.3 out of 10 based on 18 ratings

Wind-power Investors abandon Siemens Energy — another shocking 37% fall, and it’s not alone

Siemens Gamesa

Marketing fantasies from the Boom Times of Wind. Who were they kidding? | Siemens Gamesa

By Jo Nova

It’s dire. After suffering a 36% fall in June due to unexpectedly bad maintenance bills, Siemens Energy has lost another 37% on Thursday as it revealed orders and revenue would be even lower than the current subdued expectations. The share that sold for 24 euro in May is now selling for 7.

Things are so bad Olaf Scholz, Chancellor of Germany has even said Siemens Energy is “very important”.  Apparently talks are “intensive”, which presumably means the company is on death’s door and the German government is being asked to help save it.

And so we arrive at a point where a company selling products that depend on government subsidies is now asking to be subsidized itself. And the whole green industry depended on government pumped “science” and artificially low interest rates to exist in the first place. Like a pyramid scheme skiing on a two ponzi scams, sooner or later it has to collapse.

Tyler Durden, ZeroHedge

Siemens Energy Shares Crash 37% As Renewable Bust Sparks ‘Green Panic’

Siemens Energy shares in Germany crashed on Thursday after the company warned its wind turbine business is grappling with quality issues and offshore ramp-up challenges. The company said it’s evaluating various measures to strengthen its balance sheet and is discussing state guarantees with the German government. This comes as a financial crisis in offshore wind energy is brewing.

The word is Siemens Energy is asking for up to 15 billion euros in guarantees.

UPDATE: Siemens Energy is a spin off from the larger separate giant Siemens which has a market cap of  100b Euro and 300,000 employees. The smaller energy division has 90,000 employees and a market cap of only 7b Euro now, but it was 30b a few years ago.  Siemens still owns 25% of the spin off energy division.

The whole wind industry is down

Even the Guardian is asking if something is is wrong in the whole wind industry, albeit only as means of paving the way to ask for bigger subsidies.

The windmill business has not recovered from the Siemen’s June shock that bigger turbines was not always better, and ominously something was wrong which would cost an obscene amount to fix. It didn’t bode well that the problem was narrowed down to either the rotor, the bearings “or the design”– which covered pretty much everything. By August Siemens Energy announced a jaw dropping annual loss of €4.5 billion.

Confidence is gone. In July the Swedish energy giant Vattenfall stopped work on the offshore wind farm plans off Norfolk.  In August the Danish wind firm Ørsted lost 25% after it revealed it may have to write off ” the value of its US portfolio by nearly £2bn.”  The share market was so skittish it wiped off nearly £7bn in value that week. Overall the Ørsted share price has dropped by two-thirds from its peak in early 2021.

The latest headlines on Orsted, say it all:

Orsted: Sunrise Wind Project Likely to Be Ditched After Failure to Get Extra Subsidies; Shares Cheap

A week ago Deutsche Bank  “slashed its 12-month share price forecast for Danish energy giant Ørsted by 36%, citing supplier delays, lower tax credits and rising rates.” — CNBC

Things haven’t exactly been good for Vestas either:

Vestas is also down 30% this year.

Despite massive subsidies, bountiful good intentions and Draconian regulations on fossil fuel competitors green energy doesn’t work and Net Zero is pure fantasy.

This is the rotor of the newest, largest offshore Siemens SG 14MW . Look how big these machines are.

Siemens

It will theoretically end up propped up on a stalk 140 meters high over the ocean waves, or something like that. The blades are 115m long. Imagine fixing it.

h/t StJohnofGrafton

 

 

10 out of 10 based on 102 ratings

Saturday

9.1 out of 10 based on 15 ratings

$160,000 worth of wind and solar power with batteries can’t power two homes alone

By Jo Nova

Let’s run an experiment on a whole nation that we can’t even do easily on a single home

Imaging scaling this up for a country?

The Daily Sceptic has the story of an Australian farmer in Victoria who has gone off-grid to try to be as self sufficient as he can, not out of ideology, but for pragmatic reasons. He has two 3 bedroom homes, with 30 solar panels and a 1kW wind turbine each. For storage they have about 30 German lead acid batteries which at current prices is about $15,000 of batteries each. But even so, each house still has bottled gas stoves, and a 6 kVA petrol generator. The generators are set to come on when the batteries get too low, which often happens in the evenings of autumn, winter and sometimes in spring. (He estimates about 60 – 100 hours each year). Even above all that equipment that needs gas, fuel and maintenance and cost about $160,000 in total to set up, they still have to grow, cut and collect, ouch, 100 kg of wood (220lbs) per week in winter for each house.

He warns that anyone who thinks the nation can run on wind and solar without fossil fuel or nuclear energy is “totally deluded”. And these are farmhouses on the coast in Victoria — so a milder climate — we’re not talking of snow.

The author was a part time specialist medical practitioner until the government tried to force him into a medical experiment (you know the one) that he didn’t want to take part in. Now he is an anonymous peasant farmer with chicken and sheep. So he’s a bright guy, who had a good income, and the kind of man that can rebuild a 70 year old diesel generator that weighs 1.4 tonnes. How exactly does this kind of system translate into a national energy for people living on high density blocks with no trees, a heat pump and a Tesla they need to plug in?

Living Off-Grid Has Shown Me That Modern Society Cannot Function on Renewable Energy

by Pseudonaja Textilis, Daily Sceptic

Extrapolating from our renewable energy experience, anyone who thinks that a modern society can function with a power grid that runs on just solar and wind power without fossil fuel or nuclear backup that’s able to immediately provide up to 100% of power needs on cloudy, still days and dark, windless nights, is totally deluded!

And getting grid-scale lithium ion battery storage to provide the sort of supply time that we have on our farm would cost trillions of dollars, deplete the planet’s non-renewable resources to the point of imminent exhaustion and then it would have to be done all over again in 10 years.

Nothing is truly set and forget:

After 20 years the first of our solar panels have started to fail and have been replaced. …

Renewable energy systems should more honestly be called replaceable energy systems. None of the components can be expected to work for more than 25 years and often a much shorter time than that.

Even with nearly 3 tons of lead acid batteries for two homes, they still really only have a one day supply:

In theory we have three to four days of zero input power supply if we were to flatten the batteries, but in practice we don’t let the batteries drop below 70% capacity in order to protect them and make them last as long as possible. So we are limited to about one day of stored capacity.

Both house systems are close to as optimised as we can get them and represent a total investment of around $160,000.

I’m assuming the $160,000 was for both houses together, I hope I’m not reading that wrongly. And of course, here in Australia, the solar panels were almost certainly subsidized, so the true cost is even more.

The Daily Sceptic has all the kVA details... thanks to the anonymous farmer for sharing his story.

h/t to Steve

 

9.8 out of 10 based on 125 ratings

Friday

9.1 out of 10 based on 14 ratings

It’s not climate change that wiped out 70% of Africa’s forest, it’s an electricity crisis

By Jo Nova

Does anyone care? 600 million Africans don’t have electricity

They burn wood for power. Forests are razed and no one even notices. As Geoff Hill says, they warm their homes and cook their food the only way they can — by chopping down forests and converting wood to charcoal, a fuel used by the Greeks and Romans. If they had coal fired power or gas plants they wouldn’t need to cut down 400 year old trees.

An area the size of Switzerland is being denuded every year, 70% of Africa’s forests are gone, but it’s as if the rest of the world barely registers it.

Solar panels don’t work under thick cloud, and can blow away in cyclones, hydro plants won’t work in droughts, but fossil fuel plants survive bad weather.  Do the Greens really care about the environment, or the poor — does the ABC, CBC or the BBC?

His advice: don’t let them get away with propaganda that keeps people in poverty

When you see a newspaper article claiming that sandstorms and creeping desert are solely down to climate change, write a letter to the editor – even just a few lines – explaining that a loss of vegetation is what allows the sand to blow and the desert to grow. This is not a denial of climate change, but a call for action. We must make sure Africans have the same access to electricity as in developed countries, then there will be no need for charcoal.

This is really a staggering issue of suffering and loss:

Exerpts from Geoff Hill’s paper,  NetZeroWatch

AfricaIn Africa there’s a war against trees. … on a continent where millions have no electricity, the only fuel is wood, usually reduced to charcoal.

According to the World Bank, there are 25 countries that have less than half their people on the grid, and all bar one (Haiti) are in Africa.

Africa’s population has grown four-fold since 1960 and now stands close to 1.4 billion, and an estimated 80% of households rely on wood or charcoal. There are alternatives, including gas, kerosene and, where it’s available, electricity, but all come at a cost. Where trees are not replanted, the land degrades. Forest soil is loose and powdery, and blows in the wind; soon enough, there’s a desert where the jungle once stood.

Africa produces 60% of the world’s charcoal, around 25 million tons a year.  Some is exported to Europe, but most is for local use. Yet it’s largely excluded from academic texts, and ignored by those who call for an end to oil, coal or gas.

Most civilizations had a Charcoal Age

Charcoal was a crucial fuel:

It’s the five-to-one rule that makes it work. Five tons of wood can be reduced to one ton of charcoal by burning off the moisture, gas and other elements, leaving a solid block of energy. This allows large amounts of fuel to be moved even where transport is a challenge. The seller can pack a dozen bags on a bicycle, and for buyers, a single bag (8–12 kg) can last a week.

Charcoal is among the most important materials in the story of civilization. It burns hotter than logs, with enough energy to liquify metal. Without it, the Pharaohs would not have had their jewellry and gold coffins, and the Greeks, Romans and Zulus would have fought with clubs instead of spears. It is used to filter drinking water and to keep your fishtank clean. Later came coking or mineral coal, the two often used together, and without them we’d have had no nails, barrels, warships or cannons, and no bronze or iron age. The industrial revolution and, later, the wires that made possible Edison’s capture of electricity and Alexander Graham Bell’s telephone, all relied on the ability to melt the various metals and blend them into alloys.’

Malawi, for example, has 21 million people, and 90% of them rely on wood and charcoal. When the government tries to ban charcoal, people smuggle it anyway.

A staggering 85% of the population is not on the grid, and Malawi has no oil or natural gas. Three quarters get by on $2 per day or less

The new hope is coal. Malawi has proven reserves of more than two million tons, with several mines in operation. A thermal power station is being built at Zalewa, a small town north of Blantyre, and the projected output of 300 MW will almost double the existing supply. Whether any of the cleaner technologies now available in South Africa will be used to limit emissions is not clear.

Tanzania to the north and Zimbabwe in the south have a growing dependence on coal, and the trend looks set to continue, even while Europe and the US seek to scale down their use of  fossil fuels. In Malawi, all electricity is controlled by the state, and there have been several price hikes in recent years. Two solar plants produce just 80 MW, with another two on the drawing board, but there is a problem: Malawi has cloud cover an average of 38% of the year, peaking at close on seven days out of ten in January and February.

We can all see what’s coming. How will any tree survive?

Read it all at NetZeroWatch.

Image by Arek Socha from Pixabay

10 out of 10 based on 70 ratings

Thursday

8.8 out of 10 based on 18 ratings

China plans wind tower as big as the Eiffel Tower, blades 1000ft across (Better at killing birds and bats?)

By Jo Nova

In the race for “free” but random energy, or perhaps for bigger status symbols, China set a new record in July with a 16MW wind tower with a rotor diameter of an awesome 853 feet (260m). It’s a bird mincer one quarter of a kilometer across. But already plans are being drawn up for an even bigger one.

What could possibly go wrong? It’s typhoon proof…

Gargantuan 22-MW wind turbine will be among history’s largest machines

By Loz Blain, New Atlas

Imagine something as tall as New York’s Chrysler building, but spinning. China’s Mingyang Smart Energy has announced plans for a colossal 22-megawatt offshore wind turbine, and standing in its presence will be an unprecedented human experience.

The new turbine proposed for 2025 by MingYang, according to Bloomberg, will have a peak output of 22 MW, and a rotor diameter over 310 m (1,017 ft), corresponding to a swept area of at least 75,477 sq m (812,425 sq ft, 14.1 NFL football fields, 60 olympic swimming pools), minus hub.

The Eiffel Tower is 324m tall.

A few months ago Siemens got bad news on turbine maintenance that was so bad it caused a 36% share plunge in a single day. And the news for wind turbines is still so bad Siemens shares haven’t recovered.

So if cables become uninsurable, bearings get brinelling, the leading edge degrades or MingYang wipes out entire flocks, eagles and whales — will they even mention it?

 

10 out of 10 based on 95 ratings

Wednesday

8.7 out of 10 based on 14 ratings

Snowy 2.0, doomed from the start — after the sinkhole came the poison gas, “worst major project in history”

By Jo Nova

It’s just emblematic of your Clean Green Future

Complexity and false hope is eating the crown of Australia’s Net Zero transition — the Snowy 2.0 Pumped Hydro scheme. Things have gone from “debacle” to Soviet Grade Industrial Fiasco. After Florence-the-tunnel-borer got stuck and created a sinkhole, workers spent seven months trying to shore up the ground, playing God against the mountain — pumping in grout, cement and polyurethane foam. But the foam made a gas so toxic the tunnel had to be evacuated. To make things worse the workers were originally told the gas was water vapor but it turned out to be isocyanate. At every point the Snowy Hydro team hid the bad news and issued propaganda, and it’s only taken the ABC a year to tell us the workers predicted the sinkhole, and three months to investigate the safety breach.

Still, that’s better than the NSW regulator who knows all the other safety breaches but won’t even share them, because it’s so bad ” it may affect the contractor’s reputation.” (Which it surely just did anyway.)

This is your low-carbon future. It was supposed to cost $2 billion but the bill is $12 billion. It was supposed to be finished, but it’s barely begun. Florence the tunnel borer was meant to have dug a 15km long hole through the mountain, but it’s only bored through 150 meters. It did about a weeks worth of progress before being stuck for 19 months.

They knew at the start things were doomed, but did it anyway. Workers drilled ahead and hit soft ground only 100m from the opening. Water gushed out, proving there would be mass mud within. But they filled the hole and went ahead anyway. They were supposed to have a slurry system in place, to cope with the mud, but it wasn’t there. In just 8 weeks the borer was predictably bogged — wallowing in up to 4 feet of water. Drowning perhaps in fantasies of building a sacred weather talisman.

Do normal industrial projects, given normal scrutiny, go so wrong, for so long?

A sinkhole, toxic gas and the $2 billion mistake behind Snowy 2.0’s blowout

ABC  Four Corners, By Angus Grigg, Lesley Robinson, Kamin Gock

Workers had warned a sinkhole was likely. They had been telling the contractor the ground was too soft to continue the strategy of inching forward in the hope of hitting harder ground.

“Florence was pulling out triple the amount of soil it should have been,” one worker says. “We warned them it was going to cause a sinkhole, but they did not listen”.

Energy investor Simon Holmes à Court says Snowy has “misled the public on a number of occasions”.

“They got the cost wrong, the ground conditions, the time, the schedule, and I think the way they levelled with the public, they’ve got that wrong too.”

“They’ve given us reason to believe that things are on track. When we later found out that they’re not.”

Who does the NSW state government serve?

Four Corners asked the NSW regulator how many safety breaches there have been at Snowy 2.0.

It refused to provide the numbers, saying it may affect the contractor’s reputation.

Isn’t that the point?

Florence cost $150 million but Bogged-Florence has cost the nation $2 billion (or more). For the last 19 months, count them, nineteen, the borer has barely moved.

Someone should made a children’s book out of this so even preschoolers learn how stupid money can be magnified to do damage far beyond the initial expense.

In the end all this work and money is for one week of electricity and no one said “wait a minute”?

Snowy 2.0 was sold as being key to a low-carbon future — capable of powering 3 million homes for an entire week.

All this, for the same price as three coal plants that could power homes for 50 years…

Project management so bad it’s unprecedented —  “the worst so far”

If Snowy 2.0 had been a coal mine endangering workers, would the ABC have waited months to look into it?

“It’s one of the only times where I’ve actually had a proper emergency, where the tunnel had to be evacuated,” [Tony Callinan, NSW branch secretary for the Australian Workers’ Union (AWU).]

“I’ve seen many major projects and unfortunately, this job’s one of the worst … sorry, it is the worst by far.”

Is this the start of the ABC throwing the Snow 2.0 scheme under the bus?

Four Corners’ full investigation Tunnel Vision from 8:30 on ABC TV and ABC iview.

The only thing it has produced for the environment is a sinkhole.

You’d never know Australia was a top mining nation, eh?

This blog Feb 2023: Australia’s Biggest Renewable Energy Project, Snowy 2.0, grinds to a halt, with a stuck bore

H/t Raven

 

9.9 out of 10 based on 143 ratings

Tuesday

9 out of 10 based on 14 ratings

Monday

8.3 out of 10 based on 33 ratings

Sunday

9.2 out of 10 based on 21 ratings

It turns out I knew nothing about the back of my hand

By Jo Nova

It’s a fantastic piece of engineering

EPL Tendon

Henry Gray (1918) Anatomy of the Human Body

Last week my EPL tendon went snafu. For no reason, my left thumb just stopped doing what it always has. It didn’t hurt, but it didn’t work. It was rather disconcerting. I wondered if it was the first sign of some hideous degenerative nerve condition that would put me in a wheelchair. But after searching with the dreaded Dr Google, I figured out I’d just torn the EPL tendon. Who knew tendons can wear away painlessly and break? Who knew we can diagnose these things without an xray, just with an eyeball? So, I had surgery in hospital yesterday to fix it.

I looked at anatomy drawings and it dawned on me, we can see all the tendons on the back of our hands if we flex them the right way in the right light. And by golly, my right thumb had two tendons, but my left only had one. It was so obvious. Have a look at your own hand. We have two long tendons running down the back of your index finger and pickie* (though these look like one single tendon on our fingers, the two are obvious on our thumbs). Essentially, one tendon pulls on the top knuckle, and one pulls on the one below. These cords run down our hands through tunnels that keep them neat — like rolling over pulleys. They run right over our wrists and connect to muscles attached to the long bones of our forearm. Every time you wiggle your fingers, muscles are tugging from somewhere deep in your forearm, a long way from your hand.

Somehow as babies we all learn which muscle moves each knuckle to get full finger control. No wonder it takes months to learn fine motor skills…

Look at your tendons

The classic test for the torn long thumb tendon, apparently, is to place your hand on the desk and lift up your thumb. So this is me, trying to lift my left thumb. Nothing. No action. No cord under the skin. I’d never paid attention to the ridges that flowed before. But it’s so cool…

EPL Tendon

When the EPL Tendon is missing, the thumb can’t rise off the desk. | Click to enlarge.

Hardware. Wrist digital radius fracture. Bones

Hardware, now gone.

Tendon breaks can occur with a long delay after a bone injury. I broke my arm two years ago iceskating. As the tendon stretched over the wrist, either the screws or bone scars abraded the tendon. Apparently they can’t be repaired easily after being shredded. Obviously, I needed to take out the metal hardware in my wrist too, lest it degrade the replacement.

On Monday I casually sent an email with my self-diagnosis to the surgeon who fixed my broken wrist two years ago. I must have been very convincing because 30 minutes later I got a phone call from his secretary saying I was booked in for surgery “Thursday”! That was a shock. Pandemonium hit my diary. So, yesterday I had the plate and screws removed, and a tendon graft and an overnight stay. The surgeon took one tendon from the index finger to restore control of the thumb. Apparently we don’t miss the extra extension on the finger as much as we do on the thumb — the ultimate prehensile tool — as I keep explaining to my cat. My arm is in a half cast. I’m typing slowly. I started this post a week ago.

And naturally after the secretary called, I sought second opinions.  I was lucky enough, as a writer in the underworld of science, to get free advice from a GP, an orthopedic surgeon and an anesthetist. How rich am I?

For the next 3-6 weeks I’ll be typing less. Posts will be shorter. Sorry. I’ll do my best…

*Corrected. I thought we had two tendons on each finger, but it is not so — the middle two fingers only have one. For some reason we must need slightly more control with two tendons on the index and pinkie finger.

 

9.9 out of 10 based on 133 ratings

Saturday

9.3 out of 10 based on 11 ratings

Almost Saturday

8.1 out of 10 based on 21 ratings

Teslas being banned in some areas of China because they are a spy threat

By Jo Nova

Sometimes we just need to pay attention to what adversaries are doing.

Why would China be so worried about foreign EV’s near airports and holiday resorts of VIPs?

Winston Sterzel spent 14 years in China and has some of the best insights and connections behind the propaganda wall.


….

I am unavoidably distracted by other things for the next two days. Sorry I will not be able to reply to emails or comments. Thanks to the moderators for keeping the ship running.

h/t John Connor, Furiously curious, Kim, and RexAlan

 

 

9.9 out of 10 based on 71 ratings

Thursday

8.5 out of 10 based on 15 ratings

EV’s Luton fire just killed the EV market

Luton airport carpark fire.

Luton airport carpark fire. From a Twitter video.

By Jo Nova

Geoff Buys Cars is a car nerd commentator who spent hours trying to find evidence that the Luton airport fire was caused by an EV. To recap — 1,200 cars died, the floor collapsed, the airport fielded 16,000 calls from people who needed help, answers, another flight, or their charred car. It was a big deal to a lot of people, and he argues, a turning point in the quest to get everyone driving an electric vehicle.

In the end officials say it was a diesel, and Geoff couldn’t definitively show it was or wasn’t an EV,  but he said it doesn’t matter — everyone thought it was an EV anyway, and he argues —  it will destroy electric car sales either way.

If everyone else thinks it’s an EV then there is no way people are walking into car dealerships this morning with that in the news and saying “you know what, I really fancy parking one of those lithium powered electric vehicles right outside my house. I think that’s exactly what I need to do to save the planet and look after my wallet and my family.”

Today, he said, people are phoning car dealers and asking if they change their order to the 1.2 Petrol…

That was the first day after the Luton fire, but a week later he’s still hunting for the details and the plot thickens, what a hunt, through an ocean of contradictory information. He’s got quite the witty style…

Start at 1

The shortest summary I can make:

Early news reports said it was an EV or a hybrid but try finding those now… he says. Then they said it was an Evoke, but it wasn’t, then it might be a “Sport”, and the story kept changing. He wonders why images of the numberplate started circulating when he could not see those details in the video, no matter how he enhanced, magnified or worked on the image. And did the numberplate start with an A or an E? Days later, why did someone suddenly form a new account that had not posted before, and release a video from the front of the car that was only 4 seconds long?  Why are the owners staying silent. Why haven’t they told us what the car was?

With so many mysterious questions he adds:

It’s not like some nefarious group within the government wants to suppress the news of the frequency and severity EV Failings

It’s not like EV sales are stalling…

It’s not the one guy who contacted me about a Tesla fire who said the police even told him to delete the photos, not take any more and don’t tell anyone… (the police!)

Maybe this is a bigger story than we think.

So if we assume that every car in that fire was a diesel or a petrol car, after the fire broke out it spread so quickly that soon, every floor was affected. …how the hell did the fire go downwards? The only way you’d breach the floor below was if there was some sort of ridiculously intense fuel that burns hotter than both diesel or petrol. What would that be? I don’t know, but a 400 kilo electric car battery would do the trick.

If there was no EV involved it would have been a one floor fire involving a few cars. Instead it was an inferno.

He does some polar bear maths:

If Dave buys an EV he saves 5 polar bears. If John buys a hybrid he saves two polar bears but if Craig’s electric car catches fire that kills 50 bears. And if Craig’s car catches fire in a carpark and takes out 1,200 cars that’s 500 polar bears.

Impartially he wonders if it was just grand incompetence, with no sprinkler system, no fire extinguishers, greed and cost cutting? In the end he thinks it’s both:

It’s systemic either way. There’s a problem with modern technology, and it’s the same old age of greed and cost cutting.  We live in a world where your log burner is going to be taken away to save the environment, and a council can remove a play park due to the risk it poses to children. But a manufacturer can sell you a 6 figure car and you can park it in an 8 figure carpark that’s not safe and it can all go to s… and that’s OK.

Geoff Buys Cars: Video one on Luton:  The Luton Airport Fire just KILLED the EV market. Here’s why.

h/t David of Cooyal in Oz

9.9 out of 10 based on 116 ratings

Wednesday

8.8 out of 10 based on 17 ratings