electrification
6 statements across 4 episodes · 1 bullish · 4 bearish · 5 people on the record · first statement Dec 2, 2021 by Dan Rutherford · across every show →
Everything said about electrification, oldest first
Dec 2, 2021 bearish
Dec 9, 2021 negative
Lubershain: Full electrification poses severe consumer cost and reliability risks
“What I've really come to believe in is that electrification, yes, hypothetically could get us all the way there. That strategy could get us all the way there, but it's a risky strategy from the standpoint of total costs particularly total costs to consumers wh…”
Dec 9, 2021 neutral
Lubershain: Electrifying natural gas demand gets exponentially harder near 100%
“What you find in almost every use case, and I would say in particular Again, in the distributed use cases like building heating is that, you know, maybe the first, you know, the first 50% of gas demand that you soak up with electrification is relatively easy. …”
Oct 13, 2022 bearish
Peterson: Transoceanic shipping cannot currently be electrified due to energy density
“When we're talking about getting things, you know, across oceans, right, something from Shanghai to LA, then we need to talk about decarbonization a little bit differently, because doing that through electrification is just not possible right now. And based up…”
Jun 6, 2024 negative
Jun 6, 2024 bullish
Baglino: Electrification delivers nearly 3x boost in primary-to-end-use efficiency
“And so when you stack that all up and you replace that with a renewable electrified pathway, you can get almost a tripling of end use efficiency, well, sort of well to wheel or primary energy to end use efficiency boost, which actually is the, One of the first…”