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
Prediction Held up
Rutherford: Electric aviation is limited to flights of 300 kilometers or less
“But by our analysis, you know, it's really a market for commuter flights, and for flights of, you know, 300 kilometers or less for the foreseeable future, just because of the underlying mass penalties of the technology.”
Dan Rutherford Dec 2, 2021 ▶ 33:14 A bumpy ride toward decarbonizing aviation
Dec 9, 2021 negative
Insight
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…”
Andy Lubershane Dec 9, 2021 ▶ 18:00 The future of natural gas
Dec 9, 2021 neutral
Insight
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. …”
Andy Lubershane Dec 9, 2021 ▶ 39:43 The future of natural gas
Oct 13, 2022 bearish
Assertion Supported
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…”
Alyssa Peterson Oct 13, 2022 ▶ 11:24 What climatetech can learn from the oceans
Jun 6, 2024 negative
Opinion
Kann: AI Power Demand Is Undeniably Slowing Down Industrial Electrification
“I think it is undeniably gumming up the works right now, if you are trying to accelerate electrification of other stuff as quickly as you possibly can, particularly industrial stuff.”
Shayle Kann Jun 6, 2024 ▶ 34:19 Drew Baglino on Tesla’s Master Plan
Jun 6, 2024 bullish
Assertion Supported
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…”
Drew Baglino Jun 6, 2024 ▶ 6:11 Drew Baglino on Tesla’s Master Plan
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