[HN Gopher] Electric Propulsion's Dirty Secret: Why Lithium Can'...
       ___________________________________________________________________
        
       Electric Propulsion's Dirty Secret: Why Lithium Can't Fly (Or
       Float) Profitably
        
       Author : kumarski
       Score  : 43 points
       Date   : 2025-04-18 19:28 UTC (3 hours ago)
        
 (HTM) web link (kumarletter.com)
 (TXT) w3m dump (kumarletter.com)
        
       | lucidguppy wrote:
       | Flight is a luxury of the current times that will likely not last
       | another 100 years except for the very rich.
        
         | cagenut wrote:
         | I think we'll see the global rich (western middle class)
         | continue to fly well past the onset of the famines and refugee
         | waves.
         | 
         | Without a single family detached house and a regular vacation
         | flight most "middle class" people would have no idea why to get
         | up in the morning. Our whole culture is built around lauding
         | and striving toward that pattern as the good life. It will have
         | to be taken from them, they will not give it up willingly.
        
           | generalizations wrote:
           | > It will have to be taken from them
           | 
           | Be careful when advocating force towards others. Violence is
           | the last refuge of the incompetent, after all.
        
             | holtkam2 wrote:
             | They may not have been alluding to violence; perhaps
             | something like democracy itself would be enough to take
             | that lifestyle away from the middle class. If billionaires
             | consolidate enough power & resources and push the tax
             | burden onto the middle class which makes yearly vacations
             | unaffordable
        
               | generalizations wrote:
               | Perhaps they were referring to economic force. But 'it
               | will have to be taken' isn't a passive statement either
               | way.
        
             | lukev wrote:
             | Ah yes. George Washington, Simon Bolivar, Vladmir Lenin,
             | etc... famously incompetent.
        
               | generalizations wrote:
               | Incompetence can take many forms. Some of them include
               | starting a fight they can't finish.
        
               | lukev wrote:
               | I chose those examples specifically because they were
               | completely successful.
        
               | generalizations wrote:
               | Those were; many were not. Someone who takes issue with
               | the middle class of the USA might not be.
        
         | sadhorse wrote:
         | How dare you stand in the way of regular people burning
         | hundreds of kilograms of fossil fuel in order to spend a couple
         | days at the beach? /s
        
           | linotype wrote:
           | When Elon and Taylor give up their jets, I will too.
        
           | epicureanideal wrote:
           | People drive to work anyway. A vacation or two every year is
           | probably not even a double digit percent of a person's total
           | fossil fuel usage, and gives them a lot of happiness and
           | reason to work and do things that are good for society.
           | 
           | Also:
           | https://en.m.wikipedia.org/wiki/Fuel_economy_in_aircraft
        
             | sadhorse wrote:
             | It is pollution and it harms people. So in order to do
             | things that are good we must harm others first (or after)?
        
               | epicureanideal wrote:
               | Why is there a segment of the population that wants to
               | live in poverty and squalor?
               | 
               | How much pollution is okay? Why not argue for efficiency
               | standards rather than bans?
               | 
               | Everything could be said to "harm people". Banning travel
               | could make some people depressed and who knows what that
               | could lead to? Or it might lead to a less connected world
               | and less familiarity with people in other places, and
               | maybe makes wars more likely?
        
         | lukev wrote:
         | Actual comprehensive high speed rail networks would reduce the
         | overall carbon footprint of travel by a huge factor, while
         | still permitting a high overall degree of affordable mobility.
        
           | AndriyKunitsyn wrote:
           | A one-way ticket for an Amsterdam - Paris train, taken well
           | in advance (2 months from now), costs $159.30. It's a 3.5
           | hours long trip.
           | 
           | https://eurorails.com/en/trains/amsterdam-
           | centraal/paris?dat...
           | 
           | A similar one-way ticket for the same date for a flight costs
           | $112 (with no bags), and it takes 1 hour 25 minutes.
           | 
           | https://www.kiwi.com/en/search/results/amsterdam-
           | netherlands... (Yes, some people can say that Kiwi is a shady
           | website, but it can find some good deals if used right.)
           | 
           | I think most of the public would choose the second option.
           | And this is a 500km long trip. Anything longer, and planes
           | win by even larger margin.
           | 
           | If you're talking about the US, there's more about its rail
           | networks density than unwillingness of Americans to build new
           | railroads. It's also because people... don't really like
           | using trains for long-distance transit?
        
             | lukev wrote:
             | I'm not saying it'll cost the same, I'm saying it'll still
             | be accessible. (Also, comfort level on a train is typically
             | much better.)
             | 
             | And it'll properly price in externalities, which is not
             | currently the case.
             | 
             | Also, just to quibble, I think the _total_ travel time is
             | actually not that different considering you're supposed to
             | get to the airport at least an hour early, and how
             | accessible airports are to population centers relative to
             | train stations.
             | 
             | If you had to catch a cab either two or from the airport,
             | but could avoid it with a train, the costs you cite are
             | suddenly about the same.
        
           | kumarski wrote:
           | HSR infrastructure costs $50-80 million per kilometer in
           | developed countries.
           | 
           | :(
        
         | bpodgursky wrote:
         | Chill, biofuels or gas synthesis will be fine and carbon
         | neutral for big jets. Once solar or fusion produces the primary
         | power cheaply the conversion loss isn't a huge deal.
        
         | philipkglass wrote:
         | I believe that by 2050 synthetic hydrocarbons made from carbon
         | dioxide and clean electricity will be deliverable at a real
         | (inflation adjusted) cost less than than 3x current oil prices,
         | on an equivalent-energy-content basis. That could more than
         | double the costs of a transatlantic flight, but still wouldn't
         | price it out of reach of the upper middle class.
         | 
         | Synthetic methanol made with renewable energy has already been
         | commercialized on a modest scale:
         | 
         | https://carbonrecycling.com/technology
         | 
         | Methanol can be reformed to kerosene as a drop-in replacement
         | for oil derived jet fuel:
         | 
         | "Fischer-Tropsch & Methanol-based Kerosene"
         | 
         | https://aireg.de/wp-content/uploads/2024/07/airegWebinar_FT_...
        
           | darth_avocado wrote:
           | Just build more nuclear power plants. There's absolutely no
           | reason why modern civilization still needs to rely so heavily
           | on hydrocarbons. Unlimited electric energy, with a
           | electrified rail network, public transportation and EVs for
           | commuting, should take care of most use cases, except maybe a
           | few where the energy density doesn't make sense.
           | 
           | And don't even get me started with the "our grid cannot
           | handle it" nonsense. If it cannot, then make it so that it
           | can. When this country started off, we didn't say "our roads
           | cannot handle the cars", instead we built them, quite a lot
           | of them. We can do that again.
        
             | philipkglass wrote:
             | Sure, nuclear too. I'm fine with any low-emissions energy
             | source. Electrification can take care of most terrestrial
             | transportation. I still think we'll eventually use
             | synthetic hydrocarbons for long range flights and a few
             | other niche applications like rocket launches.
        
           | kumarski wrote:
           | At 10-15% conversion efficiency, you're burning 85-90% of
           | your energy just making the damn fuel, requiring 6-7x more
           | renewable infrastructure than direct electrification. Current
           | production costs are $15-25/gallon (not the fairy tale
           | $2-3/gallon of jet fuel), and the physics won't magically
           | improve to hit their "3x oil prices by 2050" fantasy. To
           | replace global aviation fuel would demand a staggering 32,000
           | TWh of new clean energy generation - that's roughly
           | equivalent to building 900 nuclear plants just to make luxury
           | jet fuel while the rest of the grid still burns coal.
        
         | ggreer wrote:
         | Why do you say that? Typical fuel consumption values for
         | passenger aircraft are 2.5-4 liters per 100km per passenger. So
         | if you fly 1,000km, you'll use 25-40 liters of fuel. At current
         | prices (around 60 cents per liter), that's $15-25 worth of
         | fuel.
         | 
         | A liter of jet fuel contains 35-38 megajoules of energy, which
         | is around 10 kilowatt-hours. Assuming 5% efficiency of using
         | CO2, water, and cheap solar electricity (3 cents per kwh) to
         | synthesize fuel, the cost of input energy per liter would be
         | around 60 cents, which is the same as current fuel prices. The
         | actual cost would be higher because you need to pay for the
         | plant, workers, consumable catalysts, transporting the fuel to
         | airports, etc. But real world efficiency would likely be higher
         | than 5%. Also solar panels are still getting cheaper and more
         | efficient, so 3 cents per kWh may be considered expensive in a
         | decade.
         | 
         | Even without electric aircraft, there's no reason in principle
         | why aviation needs to be expensive or bad for the environment.
         | If demand for petroleum causes prices to increase enough,
         | synthesized fuels will become economically competitive.
        
         | kumarski wrote:
         | Density is a must have in our civilizations....
        
       | metalman wrote:
       | lithium is most definitly profitable in thousands of applications
       | including boats, and light aircraft, now. The intercontinental
       | heavy aircraft, and marine segment is not there yet, but there is
       | a lot of progress bieng made every day, and every single major
       | player in the transpotation sector is watching closely, as the
       | chance of a disruptive battery technology de-stealthing is
       | significant
        
         | sokoloff wrote:
         | Aircraft getting lighter as they burn off fuel is a feature.
         | Lithium energy storage doesn't get lighter as it discharges,
         | meaning the aircraft doesn't get more efficient as stored
         | energy decreases and the landing weights/speeds are higher than
         | a comparable fossil fueled aircraft.
         | 
         | I'm more hopeful that synthetic jet fuel will be a practical
         | solution than batteries for long-range flight.
        
           | lolc wrote:
           | > meaning the aircraft doesn't get more efficient as stored
           | energy decreases
           | 
           | While I read that, I imagined booster packs detaching from
           | airplanes when they reach cruise height. In my mind they look
           | like heavy quadcopters stuck to the wings. They would cycle
           | back to the airport for charging before assisting the next
           | climb.
        
       | chris12321 wrote:
       | I recently read The Ministry for the Future by Kim Stanley
       | Robinson, and one of the ideas in it that I thought was very good
       | was replacing our cargo ships with wind-powered ships, basically
       | giant sailing ships. In the book, they were incredibly slow, with
       | shipments taking months to complete, but if supply lines were set
       | up correctly, that wouldn't matter for a lot of cargo. Cargo
       | ships are a massive CO2 contributor, and it was interesting that
       | a solution could be to return to sailing ships.
       | 
       | I know there are probably huge engineering problems preventing
       | this from happening, so feel free to tell me why it's impossible.
        
         | hyperhello wrote:
         | There's nothing stopping it, here's a link to an article from
         | 2023: https://www.bbc.com/news/technology-66543643
        
         | xterminator wrote:
         | Why can't cargo ships deploy floating solar panels to power the
         | ship motors?
        
           | dragonwriter wrote:
           | Because floating solar panels add drag proportional to their
           | area, and it takes a lot of area of panels to power a motor
           | that is sufficient for a cargo ship even without the added
           | drag of the panels. Also, because oceans and the things one
           | runs into in them aren't easy on solar panels being dragged
           | along by cargo ships.
        
             | PicassoCTs wrote:
             | Would make more sense to produce chemical from solar energy
             | harvested on the water fuels, collect the fuel and then use
             | this with ships
        
               | retrocryptid wrote:
               | i wish there was more talk about this. it seems i heard a
               | lot about making hydrocarbons from co2 in the air + solar
               | or algae a couple years ago. if your hydrocarbons are
               | made this way it seems they would be carbon neutral.
               | 
               | i'm guessing there's more research to make it feasable
               | since i haven't seen "carbon neutral gas alternative" at
               | the local Chevron.
        
               | crote wrote:
               | There has been quite some buzz about ammonia, as it is
               | fairly easy to turn electricity into hydrogen, and
               | hydrogen into ammonia. It has a reasonably high energy
               | density, is not too nasty to handle, and already has a
               | huge industry built around it.
        
             | jauntywundrkind wrote:
             | My understanding is that drag is more about the "front-on"
             | view of a craft than how long the craft is.
             | 
             | Since solar panels are very thin and aimed up, it feels
             | like they add minimal cross-sectional area to the craft.
             | Your assertion seems trivially incorrect to me?
        
               | numpad0 wrote:
               | Ships drag across sticky goop, not fly through soup.
        
               | aliher1911 wrote:
               | There's a pressure drag and skin friction drag. Friction
               | drag is supposedly a majority component unless you sail a
               | brick. But I don't have sources to prove that.
        
               | ben_w wrote:
               | Oceans can be extremely rough, but even mild waves make
               | it inappropriate to approximate PV as thin.
               | 
               | The requisite area to power a ship is huge, something
               | like 1.4km^2 (ballpark estimate for 20% cells, reasonable
               | capacity factor guess, 60 MW consumption requirement). If
               | a ship is about 30m wide, it's trailing about 45 km of
               | PV. You're not even into 4 digits of cargo ships before
               | the combined length is longer than the circumference of
               | the planet.
        
           | buckle8017 wrote:
           | Economics.
           | 
           | The solar panels would be more expensive than bunker fuel.
           | 
           | Sails would be cheaper.
        
             | retrocryptid wrote:
             | it might be fun to try to make a modern wooden sailing ship
             | cargo fleet.
             | 
             | maybe with an emergency diesel engine in the back.
        
           | xnx wrote:
           | Interesting idea, but that would require more than a square
           | kilometer (or a 100m strip 10km long) of solar panels (not
           | accounting for the additional power required to tow the panel
           | array).
        
             | Retric wrote:
             | Solar power being useful doesn't require 100% of propulsion
             | to come from solar panels.
             | 
             | You see solar panels added to a wide range of boats because
             | even bunker fuel isn't free and panels are light for the
             | power they provide over even a few days. A current 399.9 *
             | 61.3m container ship doesn't need panels everywhere to
             | benefit, but the potential savings is significant if they
             | do.
        
               | svnt wrote:
               | This is not true because of the dynamics of diesel
               | engines: there is by design surplus energy relative to
               | requirements from running them at efficient operating
               | points. Otherwise the ship is not a good ship.
        
           | delusional wrote:
           | I'm not an expert, but I've worked close to some of the
           | engines that power those ships. My gut feeling is that you're
           | vastly underestimating how much power those ships consume
           | (and therefore produce).
        
         | aerostable_slug wrote:
         | Currently, ships need human sailors. They perform maintenance
         | aboard ship as well as have legal oversight of the craft. We
         | are not yet able to replace the crew with automation.
         | 
         | It's difficult to find skilled crewmembers willing to sign up
         | to extremely long rotations away from home.
        
           | hansvm wrote:
           | It just takes money. $100k-$300k/yr is plenty to have your
           | pick of pretty good people, especially if there are any perks
           | like the food being halfway decent (should be basically a
           | given if you have to pay the chef a lot anyway).
        
             | B1FF_PSUVM wrote:
             | With a fraction of the money, you pay for energy to move
             | faster ...
        
               | lelandbatey wrote:
               | That's not even close to true for the kind of large
               | shipping we're talking about. Crews are small (the Ever
               | Given had 25 people on board) but the ships they crew
               | take up to ~100k gallons of fuel per day (Ever Given has
               | a fuel capacity of 3622168.679 gallons, 13711400 liters,
               | and is set up for voyages of ~30 days underway).
               | 
               | Fuel costs are ~$2.5 USD/gallon for bunker fuel. That
               | means a cool $200k per day (conservatively).
               | 
               | It is absolutely not the personnel costs that'd be the
               | big differences in expenses.
        
               | B1FF_PSUVM wrote:
               | Good point, I didn't have a handle on the fuel costs.
               | 
               | Backup argument: if you go at half-speed, you'll need
               | twice as many ships for the same throughput.
        
               | hansvm wrote:
               | Not really. The unit economics work out heavily in favor
               | of wind even with slower trips and absurd wages and the
               | fact that oil has its externalities pushed to other
               | people. Ignoring local manufacturing minima, the reason
               | we don't do more of it is that the capital outlay is
               | important and heavily favors faster trips, much like how
               | excess solar for refinery power isn't often enticing
               | because the factory spends too much time idle. Combine
               | that with manuverability in canals (so you probably need
               | a powerful engine anyway), and the project needs a lot of
               | TLC to make economic sense while oil is subsidized to
               | this degree, but unit costs aren't the culprit, and even
               | wages at that extreme are totally fine.
        
         | pragma_x wrote:
         | > if supply lines were set up correctly, that wouldn't matter
         | for a lot of cargo.
         | 
         | One of the big problems facing logistics across the board is
         | just optimization. But at some point, you run out of intuition
         | to uncover more efficiencies. This space is actually a really
         | good use for AI. In fact, it's even useful for predicting what
         | to put on that boat ahead of when it's ordered/purchased (up to
         | a point). So yes, longer shipping times might not be that big a
         | deal for non-perishables and frozen products.
        
         | DickingAround wrote:
         | We should not under-estimate the need for speed in supply
         | chains. Predicting future demand is hard. To be more specific,
         | we're talking about predicting ~100M unique products (the order
         | of magnitude that moves on the pacific) and some of them have
         | very lumpy demand (e.g. invent a new product, but it depends on
         | 100 other obscure products).
        
           | ted_dunning wrote:
           | We should also not over-estimate the need for speed. Just
           | because _some_ items need speed, it does not follow that
           | _all_ items need speed.
        
         | sightbroke wrote:
         | Or Nuclear Propulsion:
         | 
         | https://en.wikipedia.org/wiki/Nuclear_marine_propulsion#Merc...
         | 
         | > Nuclear ships are currently the responsibility of their own
         | countries, but none are involved in international trade. As a
         | result of this work in 2014 two papers on commercial nuclear
         | marine propulsion were published by Lloyd's Register and the
         | other members of this consortium.... > This is a small fast-
         | neutron reactor using lead-bismuth eutectic cooling and able to
         | operate for ten full-power years before refueling, and in
         | service last for a 25-year operational life of the vessel. They
         | conclude that the concept is feasible, but further maturity of
         | nuclear technology and the development and harmonisation of the
         | regulatory framework would be necessary before the concept
         | would be viable.
         | 
         | > In December 2023, the Jiangnan Shipyard under the China State
         | Shipbuilding Corporation officially released a design of a
         | 24000 TEU-class container ship -- known as the KUN-24AP -- at
         | Marintec China 2023, a premier maritime industry exhibition
         | held in Shanghai. The container ship is reported to be powered
         | by a thorium-based molten salt reactor, making it a first
         | thorium-powered container ship and, if completed, the largest
         | nuclear-powered container ship in the world.
        
           | crote wrote:
           | Nuclear ships are technically possible, but have a _massive_
           | number of downsides.
           | 
           | - The construction cost would be significantly higher than a
           | conventional ship.
           | 
           | - Reactors are far from trivial, so you'd double or triple
           | the crew required.
           | 
           | - Shipbreaking would become even more of an issue than it
           | already is. You can't just beach a ship like this in
           | Bangladesh and have a bunch of untrained people attack it
           | with plasma cutters.
           | 
           | - The ship would be a huge target for pirates and terrorists.
           | It's essentially a floating dirty bomb, after all, just
           | waiting for the USS Cole treatment.
           | 
           | - A lot of countries would not accept nuclear ships, both due
           | to perceived security risks and for more ideological reasons.
           | 
           | ... and that's probably only the tip of the iceberg.
           | 
           | Nuclear is barely economically viable with land-based large-
           | scale nuclear power plants running for 50+ years. They are an
           | attractive option for some military ships, but I doubt anyone
           | would be willing to risk it for regular commercial shipping.
        
             | sightbroke wrote:
             | > They are an attractive option for some military ships,
             | but I doubt anyone would be willing to risk it for regular
             | commercial shipping.
             | 
             | There's been a few built over the years, mostly for
             | research.
             | 
             | Russia apparently still operates one.
             | 
             | https://en.wikipedia.org/wiki/Sevmorput
             | 
             | Despite hurtles you've pointed to it is still being
             | considered:
             | 
             | https://www.spglobal.com/commodity-insights/en/news-
             | research...
             | 
             | > This source of power confers some advantages. "You will
             | have ships going maybe 50% faster because the fuel is
             | essentially free once you have made the upfront capex
             | investment," Sohmen-Pao said.
             | 
             | You achieve ~0 emissions AND avoid increasing transit time
             | going with pure sailing ships.
        
       | jmward01 wrote:
       | This appears to ignore the new technology that electric brings
       | in: Reduced maintenance, (for aircraft) reduced weight in other
       | parts of an aircraft, new propulsion capabilities that increase
       | efficiency of the energy used, new performance envelopes (like
       | flying much higher because the physics are totally different),
       | etc etc. Sure. Take an existing vehicle optimized for burning
       | things and just swap that small part and things look bad but
       | start optimizing for the new way of doing things and the equation
       | totally changes. Additionally, that 60x claim is getting old by
       | the minute. We are getting to 300+ with advancements coming in so
       | fast they are hard to keep track of. That 60x could drop to 10x
       | or lower in just a few years and that, again, doesn't count the
       | reduction in weight that could come from removing a literal
       | explosion maker from an aircraft can achieve.
        
         | MegaButts wrote:
         | > reduced weight in other parts of an aircraft
         | 
         | The bigger problem is that the overall weight increases.
         | Rearranging the COG doesn't really matter when most of your
         | energy is spent literally fighting gravity.
         | 
         | This is the first thing that popped up in google when I wanted
         | to compare gravimetric density between gasoline and lithium ion
         | batteries. Gasoline is still approximately 30x denser. That is
         | at least one revolutionary breakthrough in battery technology
         | away, if not several.
         | 
         | https://research-archive.org/index.php/rars/preprint/downloa...
        
           | GaggiX wrote:
           | Considering the thermal efficiency of a modern jet engine,
           | the usable energy compared to a lithium battery will be ~15
           | higher per kg, still bad, but not as bad.
        
           | seb1204 wrote:
           | This is not correct for electric trucks. Replacing diesel
           | motor and gearbox with battery pack and electric drive train
           | is close to a zero sum game according to
           | https://youtube.com/@electrictrucker?si=RjdWBQQXansebUyJ
           | 
           | Definitely not a huge penalty.
        
             | dmoy wrote:
             | Fair, but the context here is planes (and boats I guess
             | though that seems less difficult than planes)
        
         | staplung wrote:
         | Other than potentially reducing maintenance costs, I'm not sure
         | any other part of this stacks up. I don't see how
         | electrification would allow you to save weight in other parts
         | of the aircraft. I don't think electrification adds any new
         | propulsion capabilities that are more energy efficient, not for
         | airplanes or boats anyway. For boats, the electricity would
         | still be turning a screw and for airplanes the only method of
         | propulsion that would work is an old-fashioned propellor. That
         | last is the same reason you can't fly electric planes in new
         | performance envelopes: prop planes can't get that high and
         | wouldn't work if they somehow found themselves in one. Even
         | turbo-prop planes (which have gas turbines that enable them to
         | work more efficiently at high altitudes) are limited in
         | altitude by the fact that the tips of the propellors are going
         | very nearly the speed of sound.
        
       | decimalenough wrote:
       | I can buy these arguments for airplanes. I'm more intrigued by
       | the throwaway tweet claiming "electric scooter companies can
       | never be profitable", because I don't see why this should be the
       | case, unless "scooter" here is referring specifically to Ola
       | style light motorcycles that compete directly with ICE
       | equivalents, and not Lime style electric kick scooters that
       | don't?
        
         | kumarski wrote:
         | Fair point, check the post again, I've posted on twitter about
         | the benchmark for productively profitable venture and PE
         | dollars.
         | 
         | It's our taxpayer dollars at work.
         | 
         | As a public market pegged to the same grid constraints, I
         | prefer $POWL over most of the private lithium companies being
         | pitched.
        
       | ZeroGravitas wrote:
       | Only got to the subhead so far but mention of "energy return on
       | investment" suggests this is going to be bullshit.
       | 
       | edit: after reading, it was worse than I expected.
        
       | cagenut wrote:
       | this post is a fake argument with no one? the typical internet
       | outrage pattern of using overly dramatized language like "dirty
       | secret" to describe something thats... common knowledge? not a
       | secret at all? openly talked about at any and every relevant
       | industries conferences and trade shows?
       | 
       | everybody who isn't just reading clickbait and comments sections
       | is well aware that the wh/kg for li-ion will never cross the
       | atlantic much less the pacific, via air or sea. thats why the
       | aviation industry went in on SAF/eFuels, thats why the shipping
       | industry is playing with hydrogen and ammonia. everybody knows
       | the litany of challenges there (please spare us yet another
       | internet commenters thoughts on hydrogen), but the very fact that
       | they're trying is in and of itself a clear admission of the
       | understanding that li-ion doesn't get you there.
       | 
       | so like, who is this guy even talking to?
        
         | renewiltord wrote:
         | NASA has quietly admitted that aliens have not been found on
         | other planets.
         | 
         | One fact fusion engineers don't want you to know: there's no
         | commercial fusion plant
         | 
         | Babies' "dirty secret": they pee without asking
         | 
         | It's just the usual clickbait crap. I'm with you. Blocking this
         | domain for myself.
        
         | heisenbit wrote:
         | Numbers are thrown around without making sure like is compared
         | with like. The central argument is energy density and is
         | supported by handwaving and a broken link to
         | https://www.technologyreview.com/energy which does not exist
         | and likly moved to
         | https://www.technologyreview.com/topic/climate-change/ but that
         | is not even an article but just a section there.
        
       | MiguelHudnandez wrote:
       | I appreciate by default any attempt to make a full accounting of
       | the costs involved in energy transmission and storage. Many of
       | these grid & battery costs are abstracted away from consumers and
       | great effort must be made to understand them fully.
       | 
       | That said, have you done a similar analysis involving the costs
       | of removing finite organics from the ground, burning those, and
       | releasing the byproducts into the atmosphere? Even if one is
       | better in the short term we should still be working toward better
       | options.
        
         | kumarski wrote:
         | Yes.
        
       | m463 wrote:
       | The same thing could have been said years ago about solar power
       | in california.
       | 
       | But with PG&E's regulatory capture and people paying 50c/kwh for
       | electricity, solar is economically practical. Even with
       | batteries! (and wholesale electricity is still 3-4c/kwh)
       | 
       | My point is that the math could change in a moment due to
       | regulation and/or energy repricing.
       | 
       | (example: disallow non-electric planes at certain airports or
       | certain distances; allow in-city electric flight; wholesale
       | electric rate for electric aviation/shipping; etc)
       | 
       | (that said, writer is probably right about this moment in time)
        
         | crote wrote:
         | The math would already change quite a bit if airplanes had to
         | play on a level playing field. For example, in the EU there are
         | no taxes on aviation fuel. For a country like Germany that's
         | the equivalent of a yearly 7 billion euro subsidy.
         | 
         | Add fuel taxes and CO2 surcharges, and same-continent rail
         | travel suddenly becomes a _lot_ more attractive!
        
       | MostlyStable wrote:
       | Just going off the tweet about electric scooters being a scam:
       | Nothing in that tweet is convincing.
       | 
       | Let's just take at face value the assertion that a KWh of energy
       | in an electric scooter costs $5 (as an EV owner: I'm skeptical).
       | 
       | I'm going to use Lime (an SF based scooter rental company, chosen
       | at random) as an example. I tried finding exact battery specs,
       | and couldn't, but based on the range and some general scooter
       | efficiency metrics I found, I doubt it has even a full KWh
       | capacity, but let's round up, and assume that when fully charged,
       | it has $5 worth of electricity in it.
       | 
       | Lime is charging $1.00 to unlock and $0.50/minute of use
       | (somewhat cheaper with the subscription).
       | 
       | The claimed top speed is ~15 mph with a range of 20-30 miles.
       | Let's the take the lower range value there. So assuming that the
       | scooter is doing nothing but driving at it's full top speed for
       | the entire rental period, it would use up the battery in ~1.3
       | hours. That's a total rental fee of ~$39. Doing nothing but
       | driving it full speed seems like an unlikely use case, so I think
       | this represents a close to worst-case scenario for rental fee
       | paid to electricity used.
       | 
       | Now, I don't know what the rest of the overhead is. So I'm not
       | going to claim that this is an obviously profitable business
       | model, but the _electricity_ costs in this equation are not the
       | reason why it 's going to fail.
       | 
       | If the author thinks that this tweet is a slam dunk, I'm not
       | going to bother reading the rest of the article. I too am
       | skeptical of batteries utility in flight especially, but there
       | are probably better sources to get those analyses from.
        
         | ChuckMcM wrote:
         | Was going to post something similar. I love me a screed where
         | the author rails against some group saying they don't know what
         | they are talking about, and then goes on to demonstrate that
         | they don't know what they are talking about. :-)
         | 
         | For a long time I didn't understand what 'talking past each
         | other' meant but this article is a good example of that. Mostly
         | it's bad form to make sweeping generalizations. But let's be
         | specific;
         | 
         | From the article, here is the "TL;DR" --
         | 
         |  _Lithium propulsion for aircraft and boats is fundamentally
         | unprofitable across the entire U.S. grid. The numbers don 't
         | lie: 60x worse energy density than jet fuel, 3.3x higher
         | operating costs, 22% reduced asset utilization, and payback
         | periods that consume 2/3 of the asset's lifespan. Anyone
         | claiming otherwise is ignoring basic physics or hiding most of
         | the energy and economic costs._
         | 
         | So first let's talk definitions. "profit" is, by definition,
         | "gross revenue" - "costs". "costs" come in two flavors,
         | "direct", "marginal", and "operational". Direct costs are what
         | you pay, every time for the thing you need. Marginal cost is
         | what you pay for just "a bit more" of the thing you need. And
         | operational costs are the costs you pay so that you can operate
         | your business.
         | 
         | So there is a direct cost of a lithium battery which is
         | included in the manufacturing of a widget, there is the
         | marginal cost of charging that battery up to full capacity, and
         | there is the operational cost of maintaining the battery and
         | presumably repairing or replacing it, when it doesn't do what
         | you ask of it any more.
         | 
         | There is a fourth cost, which is "externalities", that covers
         | the cost of remediating the environmental damage which is done
         | by your energy source and while important, and the focus of
         | climate change awareness, its rarely considered in the
         | discussion of 'profitable' vs. 'unprofitable.'
         | 
         | If we keep this discussion on "lithium" which is the "gas" of
         | these transportation modalities. You can say that building a
         | battery pack is much more expensive than building a gas tank.
         | So cost wise a gas is cheaper. The marginal cost of energy in
         | Watts between gasoline and electricity leans heavily in
         | electric's favor for a number of reasons. The operational costs
         | of fueling and maintaining the "source power" for electric cars
         | nominally similar.
         | 
         | But all of that, has to be put into the context of the _system_
         | cost which includes vehicle fabrication, power  'converters'
         | (aka motors) that turn fuel into motion, and mechanical
         | maintenance.
         | 
         | Then you jump into a bigger frame of reference and consider all
         | transportation modalities and how they combine as a system to
         | get someone from point A to point B, and what are the costs of
         | building, expanding, and operating that?
         | 
         | The author doesn't see a path between 'here' and what they know
         | to 'there' where Lithium batteries have "improved" non-vehicle
         | transportation modalities over what fossil fuels can do. That's
         | fair, I don't see one either precisely, but there are
         | interesting paths to explore. Foreclosing one's thinking to
         | possibilities on those paths is not usually the right thing to
         | do. A better strategy is to think about it in terms of what
         | would have to be true in order for these paths to be viable
         | updates to the way we travel/ship/transport.
        
           | fragmede wrote:
           | In the larger discuss is of course, solar panels, and how
           | they can be installed cheaply enough and with enough storage
           | to make it feasible. Vertical integration is the key here and
           | yes it's additional initial capital outlay, but if someone
           | wants to run the numbers, I bet there's somewhere where it
           | makes sense.
        
         | svnt wrote:
         | He is for some reason comparing the levelized cost of energy.
         | This is a metric used to analyze energy generating devices, not
         | energy consuming devices.
         | 
         | His tweet says that if you wanted to buy electricity from an
         | electric scooter and use it to run your house, it would cost
         | the utility providing it $2 to $5/kWh, assuming that the sole
         | function of the scooter is to provide its electricity to
         | consumers directly.
         | 
         | LCOE goes up the further you get from the source, but his
         | analysis is also based on outdated numbers and largely wrong.
         | 
         | That said, he isn't totally wrong. Electric marine has a tough
         | road ahead of itself due to the inefficiency of boats relative
         | to cars. Boats can be calculated roughly as a car that is
         | always going somewhat uphill.
         | 
         | Electric planes are a niche use case for the foreseeable
         | future.
        
       | testing22321 wrote:
       | "Gasoline's dirty secret: it's toxic, expensive and using it
       | kills the planet."
       | 
       | This type of framing is utterly pointless, and tries to make out
       | like electric propulsion shouldn't be used for anything because
       | it's not ideal for everything.
       | 
       | Even if we never get to everyday electric planes (debatable),
       | that has zero bearing on the fact electric cars are already
       | excellent for many uses.
        
       | xnx wrote:
       | > Electric scooter companies by definition can never be
       | profitable
       | 
       | Lost me right at the start by being proud(?) of this wrong
       | understanding.
        
       | AndrewDucker wrote:
       | If you used floating wind/solar farms as recharging points across
       | the ocean, how much space would they take up?
        
         | kumarski wrote:
         | impractical, the number of ships to install these things is
         | already constrained, not to mention the dispatch, repair, and
         | transmission costs.
        
       | baq wrote:
       | You don't need to rant when it's enough to show that a few dozen
       | airliners consume a day's worth of a nuclear reactor power
       | production (for some size of an airplane and a nuclear reactor;
       | we should be accurate within an order of magnitude). Imagine
       | every single airport needing its own huge ass power plant and you
       | get your point across in an HN comment.
       | 
       | Not sure what's the point in attacking physicists, either. They
       | should be the first ones pointing this out and I can't imagine
       | one not nodding in agreement.
        
         | beloch wrote:
         | His beef against physicists is likely rooted in confirmation
         | bias. Musk has a BA in physics that some debate if he even
         | completed, but one bad egg does not prove the rule. It would be
         | just as easy to point out engineers who have gone on to lead
         | dodgy enterprises but, again, a few bad eggs do not prove the
         | rule.
         | 
         | His reason for attacking another group is likely to make his
         | own group look superior. This works on the playground and in
         | more professional situations than it really should. He might
         | also just be airing his prejudices thoughtlessly.
         | 
         | Either way, it's probably going to limit the audience he
         | reaches and invite some nasty responses. He'd do well to avoid
         | spewing such nonsense in the future.
        
         | retrocryptid wrote:
         | but the metric the OP was using was power density. nuke fuels
         | are MUCH more energy dense than hydrocarbon fuels. but putting
         | a reactor on each plane would probably have negative
         | externalities.
         | 
         | but mixing your comment with a few others, maybe a nuke plant
         | on the ground that cracks the co2 in the atmosphere to make
         | carbon neutral hydrocarbon fuel.
        
           | wkat4242 wrote:
           | > but putting a reactor on each plane would probably have
           | negative externalities.
           | 
           | Probably? It would be a disaster every time one crashes,
           | would carry a huge proliferation and terrorism risk. Oof.
           | 
           | In the 50's some countries were that crazy and they even put
           | reactors in space. Two of which crashed and one contaminated
           | a huge area in Canada. Luckily common sense prevailed and
           | these things don't happen anymore. Though nuclear ships still
           | exist, there's only a few icebreakers in the civilian fleet
           | AFAIK.
        
             | asn007 wrote:
             | Correct me if I'm wrong, but I thought we still use RTGs in
             | space on some satellites? Not counting extraterrestrial
             | research, since those are definitely still powered by RTGs
        
       | toast0 wrote:
       | I suspect that there's niches where battery electric boats and
       | maybe planes do make sense.
       | 
       | My state's ferry system is investing in electrifying, because
       | they project it reduce operating costs. The 'easy' part is moving
       | towards hybrid systems that can move with diesel or battery; this
       | is projected to save fuel even without shore charging. The hard
       | part will be making shore charging work. Our grid is mostly
       | hydro, so switching from diesel to electric should be better for
       | emissions and the operating budget.
       | 
       | If the routes were longer, shore charging wouldn't be very
       | relevant, but they're short enough that many routes could work
       | without diesel most of the time.
        
         | whall6 wrote:
         | Hot swappable batteries!
        
         | seszett wrote:
         | We also have electric ferries here in Antwerp and Ostend. I
         | don't think they're hybrid, although it's not clear when they
         | get charged, I would assume during the wait times (about 15
         | minutes wait and 5 minutes ferrying) but I have not noticed
         | them actually connecting anywhere, maybe I just haven't noticed
         | though. The communication says it can sail for three hours on
         | batteries, so they must charge during the day while operating.
         | 
         | And at my other place around Nantes they're building a new
         | ferry that is supposed to be hybrid electric/hydrogen. I'm not
         | very optimistic on hydrogen though so I don't know. The latest
         | info say the budget has tripled and the delivery has been
         | reported from 2026 to 2030.
        
           | svnt wrote:
           | Most of them seem to perform opportunity charging (while
           | loading/unloading), using direct rapid charging via
           | pantograph.
           | 
           | See eg https://www.energymonitor.ai/sectors/transport/the-
           | secret-to...
           | 
           | I have also seen designs for ferries to wirelessly charge
           | underwater while docked.
           | 
           | Wireless charging can be quite efficient when the two halves
           | comprise nesting physical features with similar tolerances to
           | actual transformers. But I have not seen this implemented,
           | presumably due to biofouling problems.
        
         | sitharus wrote:
         | Where I live companies are moving to electric ferries because
         | they're cheaper to operate, require less maintenance, and are
         | much quieter for the passengers. Plus they don't emit any
         | exhaust fumes while idling at the dock.
         | 
         | The port also has an electric tug boat, which their reports say
         | is very handy because it changes power output much faster than
         | diesel tugs. Charging times are not a factor according to their
         | reports.
         | 
         | Our power grid is 80+% renewable though.
         | 
         | Of course the article ignores that it's easier to improve the
         | emissions of a few large powerplants than every car, ferry and
         | scooter, and that the minerals in batteries don't disappear
         | after use.
        
           | pfdietz wrote:
           | Also, large power plants are much more efficient than small
           | ICEs. Combined cycle power plants can have a LHV efficiency
           | in excess of 60%.
        
         | svnt wrote:
         | An analysis of the Nordic ferry systems ten years ago found
         | that 70% would benefit from electrification --- about 45% could
         | go fully electric, while about 25% made more sense as hybrid.
         | 
         | This means for them 30% didn't make sense to electrify.
         | 
         | This was Siemens making the case for selling electric boat
         | parts, so presumably this was best case at the time.
        
       | mangecoeur wrote:
       | Finance bro decides tweets are better evidence than physics...
       | nothing to see here
        
         | kumarski wrote:
         | former engineer, but w/e.
        
       | tag2103 wrote:
       | I'm not sure he brings anything new to the argument, well except
       | a disdain for physicists.
        
         | kumarski wrote:
         | fair point, but most people don't open up chemistry books.
        
       | trhway wrote:
       | Current lithium batteries Tesla - 270+Wh/kg, cheap AliBaba -
       | 250+Wh/kg. Gasoline/jet fuel - 12KWh/kg, with 30% thermodynamic
       | efficiency - 3.6KWh/kg. If one takes into account piston engines
       | weight and their expensive maintenance or how expensive jet
       | engines overall, the electric seems to have a very good niche of
       | short range planes, and for multi-rotor VTOL it is unbeatable.
        
         | kumarski wrote:
         | Factor in complete system requirements--cooling, casings, and
         | safety systems--that 270 Wh/kg battery delivers only 170-180
         | Wh/kg of usable energy.
         | 
         | Jet fuel still maintains an 18-19x energy density advantage
         | (3.2 kWh/kg vs. 0.17 kWh/kg) at the system level, which
         | explains the fundamental range limitations we're seeing in
         | electric aircraft development.
         | 
         | For VTOL applications specifically, it demands 2.5-3x more
         | energy per mile than conventional flight, electric air taxi
         | prototypes remain limited to 60-80 mile ranges--impressive
         | engineering, but not yet practical for replacing most aviation
         | applications.
        
       | api wrote:
       | I remember seeing loads and loads of analyses like this back in
       | the 2000s on a site called The Oil Drum about why electric cars
       | would never work at scale. (Spoiler: My family has two EVs.) They
       | always assume that the technology will never get better, that
       | industrial economies of scale don't exist and therefore that
       | prices don't decrease with scale, that currently developed
       | reserves of resources like lithium equal total reserves, etc.
       | 
       | I do think it will be a while before electrification of long haul
       | aviation is practical. Aviation -- all of it -- accounts for only
       | 7% of global oil consumption as of 2024. We could cut oil
       | consumption by more than 80% without touching aviation. Most oil
       | is burned in cars and trucks and those can be electrified today,
       | so we should focus our energy on that and on replacing fossil
       | fuels in electricity generation and take the win there.
       | 
       | Related tangent:
       | 
       | The popularity of toxic dogmatic pessimism on the political left
       | is really problematic. It stops people from offering positive,
       | expansive visions of the future. It's one reason the fascists are
       | winning by default. They don't buy this shit, so they tell
       | stories about the future that aren't "and then we all die in a
       | great Malthusian catastrophe, the end." The fascist vision of the
       | future sucks, but it's better than that, so it wins hearts and
       | minds.
       | 
       | Ask yourself: what if our civilization _doesn 't_ collapse? Then
       | what? The assumption that it will collapse prevents people from
       | thinking about the future. Malthusianism is a thought stopping
       | cliche.
        
         | pfdietz wrote:
         | The Oil Drum was converted to a static archive site in 2013, in
         | part because they were finding it hard to attract quality
         | content.
         | 
         | Gee, maybe that was because it was clear Peak Oil (in the we're
         | running out sense) wasn't happening?
         | 
         | This comment was made to the shuttering announcement: "8 years
         | means The Oil Drum came online in 2005, basically matching the
         | start the current plateau in crude oil production."
         | 
         | Global oil production has increased since then. The price of
         | West Texas crude has gone from $100 (which would be $136 in
         | today's dollars) to $64 now.
         | 
         | The left wing pessimism stems from a moralistic view. The
         | underlying idea is that we deserve to suffer, so suffering is
         | predicted.
        
           | api wrote:
           | I didn't mean to imply that the right didn't have its own
           | doomer narratives. The current hotness seems to be
           | demographic predictions of doom, "great replacement"
           | theories, etc. I'm very skeptical of those too.
           | 
           | What I was getting at though was -- I think the left allows
           | its doomer narratives to be intellectually paralyzing. If
           | everything is going to crash and collapse and burn, there's
           | no need to actually try to solve problems or offer a
           | compelling narrative about the future.
           | 
           | The right doesn't do this. They feed their own doomer
           | narratives into a "rage against the dying of the light"
           | narrative. This results in all kinds of ugly racism and
           | persecution and authoritarianism, sure, but it doesn't lead
           | to paralysis. So, as I said, they win by default. In the
           | battle for hearts and minds, they win if they're the only
           | ones that show up.
           | 
           | Edit:
           | 
           | Another way of saying it would be to say that for the left
           | its doomer narratives are _demotivating_ , while the right
           | treats its doomer narratives as _motivating_.
        
         | numpad0 wrote:
         | > They always assume that the technology will never get better,
         | that industrial economies of scale don't exist
         | 
         | The technology hadn't improved not much more than a quarter's
         | worth so far in my lifetime as far as EV is concerned.
         | 
         | Wh/kg figures hasn't changed, even fusion seems closer than
         | solid state batteries, mileage figures for EVs is same 4mi/kWh,
         | battery recycling still hasn't been figured out. They can't
         | even recover Lithium out of Lithium ion batteries. wtf.
         | 
         | Meanwhile, computers had gotten like, up to petaflops per
         | nation to per building to per node. Wireless Internet went from
         | kilobits to gigabits. Everyone wears UNIX or Linux watches.
         | 
         | IMO, optimistic heuristics floating around EV is too shallow.
         | The model just doesn't have enough parameters that it's
         | expecting growth where it should not and vice versa. It just
         | needs way more grounding to be meaningful.
        
           | api wrote:
           | Computers have psyched us out. There is no other technology
           | in human history that has _ever_ seen a capability growth
           | curve like Moore 's Law. Even aviation, which went from
           | biplanes to moon landings in 50 years, doesn't compare.
           | 
           | Still, there has been huge improvement in batteries. The main
           | improvement has not been in energy density but in cost. Find
           | some graphs of battery cost per kWh of storage. Storage cost
           | has dropped by almost 10X in the last 15-20 years.
           | Reliability and rapid recharge capability have also increased
           | a lot.
           | 
           | Still, for medium to long haul aviation we probably would
           | need _at least_ a 3-4X improvement in energy density per unit
           | volume and mass, and I don 't see that happening soon. It's
           | likely that long range aviation is stuck with liquid fuels
           | for the foreseeable future. But as I said it's only 7% of oil
           | consumption. We should just let aviation keep going as-is and
           | cut fossil fuel use in terrestrial transport and power
           | generation.
           | 
           | Part of why we're not recycling batteries much is that
           | lithium isn't expensive enough to make the investment in it
           | profitable. The major cost in batteries is the manufacturing
           | process, not the lithium itself. If lithium prices go up
           | there'd be an incentive to figure out recycling.
        
         | kumarski wrote:
         | <2.5% of US vehicles are electric.
         | 
         | I bought $AMR, $FCG, $UAN, and $POWL.
         | 
         | I bought $TSLA and sold almost at the top as well, but for
         | different reasons than fundamentals. (Greenback boomerang CCP
         | dollars etc...)
         | 
         | Chemistry doesn't lie and it imputes all of human behavior.
        
       | retrocryptid wrote:
       | i would have given this guy credit if he compared cost of
       | production for petro fuels when talking about energy debt.
       | 
       | also conflates power with energy, but fine.
       | 
       | if you talk about cost (dollar or kilowatt hour) per joule
       | delivered to a vehicle and then compared the total cost of
       | electric vs. the total cost of petro, i would listen. but he
       | ignored the fact that petro fuels cost money, energy and water to
       | produce.
       | 
       | and there some things electric motors can do that ice can't. an
       | electric ekranoplan isn't too infeasible, but we know from soviet
       | studies you can't keep salt water out of an aspirated motor when
       | you're that close to the water's surface. turns out electric
       | motors can be sealed against water.
       | 
       | and dissing physicists? wtf? makes me think he failed out of an
       | engineering physics degree cause he didn't understand math. as we
       | used to say, the limit of a bs or be as gpa approaches zero is
       | bba.
        
         | kumarski wrote:
         | I directly compared them in visualization 6 ($75-110/kWh
         | conventional vs. $245-380/kWh lithium, all externalities
         | included). Electric ekranoplans would be badass, and sealed
         | motors solve one problem, but battery chemistry is the real
         | beast - we're bumping against molecular bond limitations, not
         | just engineering challenges. Current lithium-ion cathodes are
         | only achieving 25-30% of their theoretical capacity limits,
         | while lithium-sulfur promises 2-3x better density but
         | sacrifices cycle life. Trust me, I want electric propulsion to
         | succeed, but we need fundamental chemical breakthroughs beyond
         | intercalation mechanisms. Got any data on those Soviet
         | experiments? Those Russians were decades ahead on some wild
         | electrochemistry concepts.
        
       | Workaccount2 wrote:
       | Your being a bit disingenuous by not comparing the relative
       | efficiencies of electric vs gas propulsion. Electric motors are
       | ~3x as efficient. They also can recharge by capturing energy
       | during use.
       | 
       | In a car for example, you need about 9 gallons of gas in a 33mpg
       | car to get 300 miles. This is equivalent to a 75kWh EV.
       | 
       | On paper though, with the conveniently leaving out details math
       | this guy is using (or maybe it's too physics for him) you only
       | need 2.2 gallons.
        
         | kumarski wrote:
         | The energy required to extract, process and manufacture lithium
         | batteries (70% of total lifecycle energy occurs before the
         | vehicle moves) Grid transmission losses (5-8% average, up to
         | 15% in extreme conditions) Battery charging/discharging
         | efficiency losses The dramatic efficiency reductions in adverse
         | conditions (33% range loss in cold weather)
         | 
         | For aircraft and marine applications specifically (which was my
         | focus), the energy density problem (60x worse than jet fuel)
         | creates cascading inefficiencies as you need more battery
         | weight, which requires more energy to move, which requires more
         | batteries, and so on.
         | 
         | Electric cars have different economics than aircraft/boats and
         | can make more sense in certain contexts. But my analysis was
         | specifically about why lithium propulsion for aircraft and
         | marine vessels faces fundamental economic and physics
         | challenges that can't be solved with current technology.
         | 
         | The tires on an electric vehicle wear down about 20% faster
         | because of the load bearing of the battery weight.
        
       | scythe wrote:
       | But they can do the ground effect pretty well, because the
       | _motors_ become lighter:
       | 
       | https://www.regentcraft.com/news/regent-begins-sea-trials-of...
        
       | refulgentis wrote:
       | This is a really nice article, in that its long and provides a
       | good example of knowing everything yet nothing.
       | 
       | Setting aside individual problems with it, this is because it
       | suffers from a broad and blindingly obvious problem: investment
       | is occurring in this area b/c it will be absolutely politically
       | unpalatable in 20 years to still be emitting CO2.
       | 
       | A long analysis showing lithium is more expensive than just using
       | gas is unnecessary, and not even wrong when its used to prove VCs
       | are dumb or whatever.
       | 
       | Things are going to get that bad. Mark my words. It's like how it
       | was obvious COVID was going to be a pandemic after January 2020.
       | You could derive it from basic #s.
       | 
       | They're not looking to be cheaper-than.
        
         | neuroelectron wrote:
         | What's wrong with CO2? It's not a serious issue, it's just an
         | easy proxy for real environmental damage, focusing on CO2
         | simplifies complex issues like deforestation, pollution,
         | resource depletion, and actual toxic emissions from the rest of
         | the world. The idea is we're going to implement another tax on
         | the plebs to drive a carbon economy and that will compensate
         | for the damage the elites and 3rd worlders are doing. Then on
         | top of that all the other inherent taxes like lithium
         | batteries, transmission, windmill subsidies, solar recycling,
         | and so on. And of course, this has to be done on the back of
         | the most productive people in society because who else is going
         | to do it.
        
           | refulgentis wrote:
           | I honestly don't know what's going on here.
           | 
           | I don't know how "we collectively de-fossil fuel and some
           | prices may go up who knows, science!" becomes "damage by
           | elites and 3rd worlders" and "tax" becomes "lithium
           | batteries" "transmission" "windmill subsidies" "solar
           | recycling", and given all that, how it's being done on the
           | backs of the most productive in society (is this a fancy way
           | of saying: people who buy things will buy things with
           | batteries?)
           | 
           | If the idea is strictly "What's wrong with CO2"...who said
           | CO2? :)
        
         | kumarski wrote:
         | Sulfur Hexafluoride and Nitrogen Trifluoride proliferate under
         | a CO2 minimization regime. Nobody is arguing with Arrhenius
         | proofs.
         | 
         | Nitrogen trifluoride (NF3) is a potent greenhouse gas with a
         | global warming potential (GWP) of 17,200 over a 100-year
         | period, meaning it's 17,200 times more effective than carbon
         | dioxide (CO2) in trapping heat in the atmosphere. This GWP
         | value is used to calculate the CO2 equivalent of NF3 emissions.
        
       | wkat4242 wrote:
       | The profitability will come when we factor in the environmental
       | damage in the prices.
       | 
       | However the elephant in the room at least for aviation is that
       | the energy per kg is about 50 higher for kerosene than for
       | lithium batteries. A very large part of an airliner is fuel
       | already. 50 as much? Not gonna happen. This will remain a really
       | short range thing unless a really amazing breakthrough happens.
        
         | pfdietz wrote:
         | One possible path is the hybrid aircraft, where combustion
         | turbines or fuel cells produce electric power that drives small
         | ducted fans via electric motors. The enabling technology here
         | is superconductors. Airbus is working on superconducting motors
         | and generators for such hydrogen-powered aircraft.
         | 
         | One can imagine regenerative braking in the fans, for example
         | to recover energy as aircraft descend, and also with batteries
         | providing emergency backup power.
        
       | zik wrote:
       | His estimate the LCoE of an electric vehicle with lithium
       | batteries is off by a factor of ten. My back-of-the-napkin
       | calculations make it to be $0.22-0.25 per kWh.
       | 
       | Let's compare two vehicles - an EV car vs an ICE car - in terms
       | of their energy costs per mile, including energy storage. Using
       | the above numbers the EV comes out to around $0.07 per mile
       | including the lifetime costs of the battery, and the ICE comes
       | out to around $0.125 per mile.
       | 
       | In short - his numbers are completely wrong and when calculated
       | correctly prove the opposite of what he's trying to say.
        
       | londons_explore wrote:
       | For the marine uses specifically, the use of hydrofoils promises
       | to dramatically reduce the amount of energy needed for movement
       | at any decent speed.
       | 
       | Previously hydrofoils weren't used because they rely on complex
       | feedback mechanisms to maintain ride height despite waves etc.
       | 
       | Sure, someone _could_ pair hydrofoils with gasoline engines, but
       | I suspect they won 't, and that means hydrofoil+electric will win
       | out over conventional hull+hydrocarbon fuels for a bunch of use
       | cases.
        
       | 0xbadcafebee wrote:
       | I came to the comments hoping for lots of electric apologists not
       | reading the article and I was not disappointed
       | 
       | As a recap (for those who don't like to read)
       | 
       | - 70% of EV cost comes before the vehicle ever moves and must be
       | recouped over the life of the vehicle (and takes much longer than
       | traditional fuels)
       | 
       | - the energy density & cost of certain fuels is the only reason
       | certain vehicles are able to be profitably operated in the first
       | place
       | 
       | - the only way to create enough energy to match said fuels/demand
       | with electrics (at present) would be to hook up coal or nuclear
       | plants to airports, and even then it'd be expensive as shit
       | 
       | - we basically need a 5x improvement in battery energy density
       | _at minimum_ to even think about profitability, and that 's only
       | one of the things that would need to be addressed before it's
       | practically feasible
        
       | johnea wrote:
       | I'm not so sure about this assessment.
       | 
       | But one thing I would agree with is that Li ion is not the
       | ultimate battery chemistry.
       | 
       | Several others with greater density, increased cycle counts, and
       | more readily available minerals are in development.
       | 
       | Of course there's BYD, which was a battery company before an EV
       | maker:
       | 
       | https://engineerine.com/byd-blade-battery/
       | 
       | And a survey of upcoming chemistries and technologies:
       | 
       | https://thecalculatedchemist.com/blogs/news/the-future-of-en...
       | 
       | Just another indication of why we should have started emphasizing
       | battery electric power, and the chemical research into possible
       | solutions, 50 to 75 years ago when the problem of CO2 altering
       | the atmosphere became scientifically indisputable.
        
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