clomond

17 ms·

91.
by clomond 7y ago
Note, that as a general rule of thumb - large dividends by companies is essentially the company saying "we can not make use of this cash better than you, here - take it". This can be common in "mature" markets where it i
92.
by clomond 7y ago
Interesting though how if you suppose abundant, low cost renewable energy available at scale exists, the above problems suddenly become tractable and solved.
93.
by clomond 7y ago
Having lived and experienced the aforementioned blackout (> 55 million people, https://en.wikipedia.org/wiki/Northeast_blackout_of_2003 ) It was a transformative experience to me and it felt everyone else who experi
94.
by clomond 7y ago
While this is correct, it doesn't factor in that most of Poland/eastern Europe's coal electricity generation is sourced from often nearby lignite mines separate from the global commodity system (lignite = brown coal, the dirt
95.
by clomond 7y ago
"Past Performance Is Not Indicative Of Future Results". I am not saying a recession ISN'T imminent - but to declare affirmatively due to a technical indicator that one IS in an environment which has differences from the past
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Global plastics industry is “gearing up for the fight of its life”(theintercept.com)
5 points by clomond 7y ago|0 comments
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by clomond 8y ago
> Finally, there will in fact be a Phase 4 of renewables, when their penetration has grown so high that they become limited by headwinds of their own creation: Value deflation I hold the opinion that this "Phase 4" - or a relat
98.
by clomond 8y ago
Totally. And yes, no guarantee that battery storage will reach those price levels needed (i.e. if volume dries up). However, for the last 20 or so years there were chants about the end of Moore's Law. Still appears to be going strong,
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by clomond 8y ago
Sorry, but you are incorrect. Technically, every manufactured good has a learning curve. A very quick google search will show you that there is sizeable documentation out there on the learning curve for li-ion batteries. See: https:/&
100.
by clomond 8y ago
As an observer following the space, it is fascinating to me how everything in a given electricity/energy market changes once a given technology (solar, wind, energy storage) becomes "economic". Or, in other words, the best&#x
101.
by clomond 8y ago
Not all that surprising when you consider the utilization % of any typical bus versus car. Given a bus may be driving on at least 1 maybe two shifts, means it is driving around 12-16 hours typically per day. (50-75% utilization). Most cars
102.
by clomond 8y ago
I think you are misinterpreting the backlash with the article and what's been happening overall. > Facebook wouldn't refund large purchases made by underage gamers. (Regardless of if they are 1 years old) Need more be said? My
103.
by clomond 8y ago
Not explicitly mentioned: The research they reference links droughts in the middle east during 2009-2012 to the migration and refugee situation which has played out in last decade from the Arab Spring.[1] The casual factor that I don't
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by clomond 8y ago
My philosophy is that one can still hold a mostly libertarian perspective regarding markets (particularly as tools) but with minor stipulations. I hold that the government's primary role with regulating markets is to aid in the pricing
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by clomond 8y ago
You make lots of very good points. However, I think a glaring assumption you are making with cows is that all milk in the world is fully ranch raised. From my understanding, the vast majority of the world’s “commodity soy” you describe is a
106.
by clomond 8y ago
Unfortunately, you can't just do that. What is worse than burning off fuel / wasting the energy and releasing the carbon? Releasing the methane directly which has a GHG effect 15-35 times worse than C02. Oh, so you are going to le
107.
by clomond 8y ago
I don't think many of the employees at various levels understand the "bad news" part of this. Therefore, they can't plan appropriately. I don't think it is intentional but rather a function of most employees being i
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by clomond 8y ago
Yes - but deploying capital in the way that brings the greatest returns is the way to become rich. Many SOEs either break even or make little money, especially when considering their size.(feel free to do research on that). You are saying t
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by clomond 8y ago
I've seen it in various economics articles/readings on the topic regarding the governments long term economic strategy. (see article below I found) You are also right - yes one of the biggest complains IS that many Chinese busines
110.
by clomond 8y ago
My understanding is that both of you can be right. The "Chinese government" is not a singular, monolithic entity in the same way the "US Government" is actually a bunch of departments, branches and jurisdiction levels ea
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by clomond 8y ago
Not trying to defend DuPont or anything. But I think the simplest explanation here is not that there is some conspiracy or agenda like the headline implies - but rather that DuPont has been simply developing new compounds and materials, fin
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Clean coal’s dirty secret: More pollution, not less(reuters.com)
1 points by clomond 8y ago|0 comments
113.
by clomond 8y ago
> The fate of the Volt and Bolt together makes me entirely skeptical of GM's claims to making a transition to EV production Couldn't agree more. To add - my parents were in the market for electric cars and were evaluating the B
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by clomond 8y ago
I appreciate the focus here and applaud all progress and work related to any kind of carbon capture/sequestration technologies. These approaches are necessary and important. BUT I think it is too often overlooked that a fundamental pre
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by clomond 8y ago
I don't think there is contention in saying that it is a better place to live than earth in any circumstance. Rather, I think it is the power of the process of a global collaboration in what would be the most exciting adventure for hum
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by clomond 8y ago
One major thing that comes to mind is that cannabis is still technically illegal in the Netherlands. Instead there is a distinction of "soft drugs" and "hard drugs" and authorities follow a policy of non-enforcement in m
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by clomond 8y ago
I agree on the clickbaityness of the title but disagree on your assertion that one can not predict what this price a project is willing to sell its energy generated at given the expected costs of developing the project. (This is different f
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by clomond 8y ago
However, I think you should consider how autonomous vehicles enable better utilization of existing cars on the road. If you own a car, what % of the time is it sitting in your driveway idle? Rather consider how with autonomous driving, when
119.
by clomond 8y ago
From what you've seen, which TN visa categories have the highest approval rates and which have the lowest?
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by clomond 8y ago
Let me be devils advocate here for a second... Let's first assume that Tesla succeeds in their production volumes and positive gross margins in the next few quarters, and is able to solidify and stabilize their financial situation this

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