Comments by "Tony Wilson" (@tonywilson4713) on "Zeihan on Geopolitics" channel.

  1. You're not alone. I'm an Australian engineer and I had this odd little consulting project back in 2015. I was stunned to find out the ACTUAL state of Australia's power stations. I watched a video today on California's looming crisis, so I did a quick look at their power stations AND ITS THE SAME STORY. When I look around the world its the same story again and again. Sorry to all if this is long but I have been on this for almost 7 years. Others have been trying to warn about this for a lot longer and nobody listens - we're just engineers. This isn't a German an Australian problem its everywhere. In simplest terms we all stopped building large baseload power stations in the early 1990s. So we are clear what I call a Gigawatt class power stations is one that can deliver in normal operation at least 1 GW (or >1,000 Megawatts) 24/7. California currently has 6 gas, 1 geothermal and 2 nuclear Gigawatt class power stations and only 1 of them was commissioned after 1990, the La Paloma Gas plant at McKittrick in 2003. In the time since they commissioned the Diablo Canyon nuclear plant in 1980 California has grown from 24 to almost 40 million people. Here in Australia as our population went from 15 to 17.5 million in the 80s & 90s, we built 7 Gigawatt class power stations to meet the expected growth. The last of those was commissioned in 1999. As we went from 17.5 to almost 26 million we built NONE. Like another places we built a few smaller power stations and installed heaps of solar and wind. That's great and i love it but it DOES NOT solve the bulk supply that modern societies need. Its help mask the problem, but like the Titanic we are going to sink. It doesn't take any genius to understand the basic economics of supply and demand. If your population increases the demand for electricity increases. If supply doesn't grow to match population growth prices go up. When they used to build big power stations it was with growth in mind. In Australia we built those stations with 20 million in mind. So there's a delay between when we built those stations and when we hit the limits of their supply. Once that happened our prices haven't stopped climbing and have risen over 400% But it gets worse. Now those stations are reaching the end of their useful life. Its doesn't matter what type they are they all have an expiry date. California turned off San Onofre and Australia turned off Hazelwood along with some older small stations. We have 4 of our Gigawatt class power stations scheduled for shutdown due to age in the next 3-5 years and the rest not long after that. RIGHT NOW we haven't a single proposal to consider let alone approve let alone begin constructing. In Britain Hinkley Point C was announced in 2010, approved in 2016 began construction in 2017 and is expected to begin operating in 2027. At £26 Billion ($44B AUD) Australia would need 2 of those and 2 more 1/2 size ones to replace what we are shutting down at a cost of $132 Billion AUD. At best we might have 1 built by 2032 if we started tomorrow. CAN YOU SEE THE PROBLEM. Does rising power prices, power shortages, power outages all sound familiar? You are not alone. Does your government seem to have no answers on what to do? You are not alone. HERE'S THE REAL REASON FOR THIS. The time it takes to propose, approve and built big power stations means that no existing government (state or federal) that starts the process will still be in power when its gets approved or if they approve it when its built. So there's NOTHING for any politician to gain from asking for or approving new power stations. In fact for many politicians making no decision is their re-election strategy or "We will work on it!" is the way to win an election. If Britain had fast tracked Hinkley and maybe another 1 or 2 when they knew what the situation was back in 2010 and just got going they might be turning one on right now and avoiding the crisis. The rest of us are in an even worse state. To all, sorry for the long answer but no matter where you are its pretty much the same problem. Its not the fault of one particular politician or party. Its not the fault of the Green movement or the coal companies or the nuclear proponents. ITS THE COMBINATION OF ALL OF THEM.
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  8. AUSTRALIAN HERE - Calling Australia America's Deputy is not quite accurate. The correct term that the rest of the Asians use is "America's Little Bitch!" We just call ourselves the 51st State but apparently that upsets the Puerto Ricans. Here's a couple of points that Peter doesn't mention with respect to the region and the countries he talks about. 1) There are 2 CRITICAL American bases in Australia that few people talk about. There's Wikipedia pages for both. - There's the Naval Communication Station Harold E. Holt at Northwest Cape and its used to talk to the US Submarines operating in the Indian Ocean so for all that stuff going on in the Red Sea with Iran and Houthis all of the comms to the submarines in the area is done via this station. - There's Pine Gap in Central Australia that is the primary ground station for American Satellites watching Russia, the Middle East, Pakistan, India, China and most of Asia. Its what I'd call a "Zero Strike" target rather than a First Strike target because BEFORE tries a first strike this place needs to be dealt with because other wise America will see your first strike coming. 2) Besides 4 small Aircraft carriers the Japanese have 6 large destroyers (over 9,000t) and 29 smaller destroyers (5,000-7,000t). The 6 larger destroyers are similar size to the American Arleigh Burke-class destroyers Of the 6 larger destroyers the 2 Maya-class (Maya & Haguro) carry the AMERICAN MADE SM-3 anti-ballistic missile. The SM-3 is a major upgrade to the RIM-161 family of surface to air missiles. The main difference is the SM-3 is an anti-ballistic missile capable of intercepting missiles at greater than 100km of altitude. They have much greater range and their speeds are greater than Mach 8 with the latest Block IIA capable of Mach 13.2. For perspective the SR-71 went Mach 3.3 and Hypersonic is regarded as greater than Mach 5. Both Maya and Haguro have successfully hit targets at over 100km altitude during their commissioning. All those details are on Wikipedia. 3) BOTH Japan and Korea import large amounts of food and raw materials from Australia. Most of the food comes out of Australia's East Coast as does the coking coal for steel production. HOWEVER all of the iron ore comes out of Australia's West coast along with significant amounts of other raw materials and goes via the South China Sea. Go and have a look at WHERE China has been setting up bases in the South China Sea. The Spratly Islands are a long way from China and China has NO history of being on the Spratly's like they do with the Paracel Islands. So WHY ARE THEY THERE? Peter has often spoken about the 7 gaps the Russians want to control for their security. Look at map of where the Spratly Islands are they are not just a long way down near the Southern edge of the South China Sea but they are at a narrow point between the Philippines and Vietnam. So these bases are in a strategic position where multiple countries could interfere with trade. Basically if you want to put a toll gate on the entrance to the South China sea the Spratly Islands are the location to do it. This is one of the main reasons Australia wants (or needs) nuclear powered submarines. The South China Sea is where a lot of our critical Exports go. Its a long way from our main naval bases and nuclear powered submarines are significantly faster than conventional powered subs and don't need to surface every day or 2.
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  14.  @krisushi1  On AUKUS, I am NOT (and keep saying it) against it in principle. I am against the terms of it. Here's an allegory. Imagine you are selling the next generation of giant dump trucks to BHP or Rio Tinto and YES your trucks are the best. They use less fuel, they require less maintenance and they have all round better features. Plus your company has a long history of making good quality trucks. As part of the contract that you put in front of BHP/Rio Tinto you ASK B.H.P./Rio Tinto to PAY YOU MONEY to fix YOUR factory because after years of neglect by your management its starting to break down and cannot deliver the trucks its supplying to other people. Do you think that's a contract BHP or Rio Tino would sign knowing that among their shareholders are smart people who would understand how stupid that is? We (as in Australia) are sending $3 Billion to upgrade the Huntington Ingalls shipyards at a time when they can't even deliver submarines (as well as ships for that matter) to the USN Navy on time. If that makes sense to you then I have no answers for anything else you might ask. Then there's the fact we hired a pack of Americans on monster pay packets starting at about AU$1.2 Million a year to tell us this garbage plan made sense. Here's an additional point of grievance I have. I recently found that one of the Australian Think Tanks (ASPI) not only gets money from the Australia Government to advise it, but also gets money from the US State department. Its there on their website which they have to do by Australia Law as a think tank & lobbyist. SO WHY TF is the US State Department funding an Australian Think Tank that's consulting to the Australian government even if its in unrelated material? More importantly WHY TF hasn't anyone in the media made a fuss about it?
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  21. I'm an engineer and have pointed out on a few occasions that PZ doesn't know what he's talking about when it comes to engineering subjects. I have repeatedly advised him and others to stop pumping out garbage, STFU and let the engineers explain what is and isn't engineering fact. My degree is in aerospace but I work in industrial control systems, robotics and automation. In 2005-06 I did a water treatment plant on a Uranium mine and as part of that we did an extensive nuclear induction. A normal mine site induction is 1-2 hours (max) this induction went for 2-1/2 days. the first 1/2 day was normal mine stuff and the other 2 days we covered uranium from when its in the ground to when its back in the ground. When it got to the subject of enrichment someone asked WTF the Iranians were up to. It was around that time that everyone was getting very anxious about what the Iranians were up to. The trainer doing the induction laid it all out and explained how EVERYONE across the World's nuclear industries KNEW 100% that the Iranians had a weapons program. It was the number of centrifuges that gave it away and we knew how many centrifuges they had because of how many high speed electric motors to spin them that they had bought along with the electronics to control those motors. The actual motors and electronics are NOT restricted tech because its stuff used in many other industries. Certain materials are restricted because they allow making the centrifuges much easier. I have explained that so many times.
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  23.  @borag  Great question. I think its going to be more significant than some do. UP front I will say Sorry if this is lengthy but I have looked at Hydrogen and there's things many have NOT looked at or are aware of. Most notably many don't realise that hydrogen can be used in gas turbines. My degree is in aerospace and back in the 90s when they thought jet fuel was going to be done away with companies like Rolls Royce and GE did a lot of work on hydrogen as a fuel for gas turbines AND they solved many of the problems. These days GE and Siemens offer large gas turbines at 800MW (with combined cycle) that can use 50% hydrogen WITHOUT and modifications. The also say they have a path to use 100% hydrogen. FIRST (and this is very important) EVERYTHING has efficiency issues. If we'd used efficiency as the arbiter we would never have had the industrial revolution and possibly would never have made it out of the cave. We do need massive investments in energy storage research, but for the immediate future we need to use what we can. We can't rely on hope or maybe and have to use what we can and in ways we can. That means hydrogen will be huge, but there are some misunderstandings being bandied about. Simon Michaux (another Australian engineer) has done some really great work on the energy transition regarding the issues of just how much stuff is needed versus what's actually available. Once you realise there's 1.5 billion cars and 500 million trucks in the world, its a mind numbing task. Just to do that many cars with the same Lithium based tech Tesla uses you need in excess of 94 million tons of Lithium and according to the US Geological Survey there's about 21 million tons in reserves available. Other sources put that at 26 million tons (See Wikipedia). So there's some major problems to over come with energy storage. As Simon says "Its not impossible we just need a better plan." One thing I know Simon is wrong on is hydrogen. I have watched several of his videos including one only a few hours ago that he gave for the University of Queensland. In that video his models uses PEM cells for BOTH the hydrogen generation and power generation. Plus he insists it needs to be stored at 700 Bar which might be true for some cases BUT NOT ALL CASES. All up he gives an efficiency of 18% making Hydrogen unfeasible but I know his method is WRONG. If you use PEM cells on the generation and current generation gas turbines those have a combined efficiency of 45% with the PEM only at 70% efficiency. PEM can be as high as 80% and its believed they can get it up to 94%. At that point its over 60% without the losses for storage. Simons problem is that using PEM for generation only gets about 40% efficiency which combined cycle gas turbines are over 64% RIGHT NOW. What people forget is that if you have to flip the power from AC to DC and back to AC which you have to with these lithium based battery storage because its DC and that causes a lot of losses. A hydrogen gas turbine just produces AC directly. Now is GE and Siemens are BOTH pushing these turbines I think that means they know something. They are selling lots into SE Asia. The first couple have gone into Malaysia already and I saw a report that said one country might be buying 23. Here in Australia, we have 2 old gas thermal plants (Torrens island & Newport). Torrens is already past its "end of life" date. Based on their age I doubt if either gets better than 30% thermal efficiency. If I simply replace Torrens with one of these turbines it would be almost identical in power output but use less than 1/2 the gas. If we add in a hydrogen supply that comes down even further meaning there's more gas available in the gas market (i.e. lower prices). Based on age I'd estimate its running less than 30% thermal efficiency which is less than 1/2 the 64.7% these new gen gas turbines run at. So even without Hydrogen they'd be a massive saving on gas. With hydrogen there's an even bigger saving on gas and reduced emissions although at this point emissions reduction is only a fraction of the problem. FYI - I did my degree in aerospace and back in the 90s Rolls Royce, GE and others were flat out trying to run their turbines on 100% hydrogen because they all thought Jet-A1 was going to be phased out of the aircraft industry. So I know they've worked out the issues with using Hydrogen in gas turbines.
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  29. SORRY BUT PETER IS 100% WRONG on the project costings of renewables. FYI - I AM AN ENGINEER (Australian) I don't know where he's getting this nonsense from but he is so wrong and its infuriating. This is the sort of crap that drives engineers crazy. 1) The capital out lay of coal, hydro and nuclear is now multiple times higher than Wind and Solar. In Australia we have 22.7 Gigawatts (GW) of coal to replace and IT HAS TO BE REPLACED because most of it is old and worn out. In fact we have already turned of 6 coal fired plants NOT because of emissions but because they were so old we couldn't keep then running. BASED ON the Hinkley Point C nuclear project in Britain, the basic cost of nuclear is £10.3 Billion/GW based on a project cost of £33 Billion for 3.2GW. That £10.3 Billion is AU$19.8 Billion/GW. The current cost of wind and solar in Australia ranges from a low of AU$1.55 Billion/GW to a high of AU$1.86 Billion/GW. The Capital cost of replacing that 22.7 GW with nuclear is AU$450 Billion. Building the standard 2.2 times for Wind and Solar to make up for night time and wind not blowing the capital cost of 50 GW of wind and solar is between AU$77 Billion and AU$93 Billion. Even if we double that cost to include power grid upgrades we are still less than 1/2 the cost of nuclear. And before anyone says hydro we are also doing the Snowy 2.0 project that started at AU$4 Billion and went to AU$5 Billion before it started and will now cost at least AU$12 Billion with some estimates putting it at AU$14-15 Billion. The main reason for the cost blow out was because SOME CLOWN DID NOT include the power lines to connect it to the grid. At 2GW full capacity it will cost AU$6 Billion/GW or more than 3 times the cost of wind and solar. Because we are such a dry continent hydro is actually getting more and more expensive because it has to go into even more remote places. SO when Peter's talking about raising capital HIS FACTS ARE WRONG. 2) The actual project expenditure model Peter is are talking about is TOTALLY WRONG. When you are building coal, nuclear, hydro you CANNOT produce any power and start recouping costs until it is 100% complete. You cannot turn on 1/2 or 1/4 or any other fraction or percent of a coal, nuclear or hydro project. BUT YOU CAN WITH WIND AND SOLAR. The moment you put up the first array of solar it can be connected and start recouping money. The moment you put up the first wind turbine it can be connected and start recouping money. That money from a partially completed wind or solar project can help finance the rest of the project. The only reason people need to find 100% of the capital for a wind or solar project is they're INCOMPETENT at project management. 3) The problem with wind and solar has always been and will always be that it is cannot supply ON DEMAND and needs to have a buffer system. This has also been a huge problem with coal, nuclear and hydro power because although they can run 24/7 they do NOT RESPOND quick enough for the daily swings of modern society. This is why many modern societies have smaller gas turbine plants scattered about. They can spin up and shut down as needed. Hydro plants also use IF THE GEOGRAPHY ALLOWS to have small pumped hydro systems up higher in the hills. Because those pumped hydro systems are smaller they have smaller turbines that can be spun up and shut down as needed. Solar and Wind actually needs 2 systems in the future. The large batteries that people like Elon Musk sell are great for very fast response to changes in demand that happen every day, BUT when it comes to storing energy at one time of year to use at another time of year those batteries are almost useless. This is where hydrogen fueled gas turbines which already exist can be used. Before anyone says they don't exist BOTH GE and Siemens offer gas turbines that can run on up to 50% Hydrogen RIGHT NOW. This is not future tech needing development it EXISTS RIGHT NOW. I did my degree in aerospace back in the 1980s and when it looked like we'd need to move away from jet fuel (kerosene) they started doing research into hydrogen. By the late 1990s that technology and all the issues were worked out except for one thing. Storing enough hydrogen on a passenger plane to get it to fly anywhere was a nightmare and made it unfeasible. PETER REALLY NEEDS TO START SPEAKING TO SOME ENGINEERS.
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  32.  @bluerock4456  That sounds EXACTLY like the road up to Saskatoon from Kindersley. We have similar problems in parts Australia. The joke used to be you knew when you crossed the border into to New South Wales because of how much the car would start to shake. These are just symptoms of a much wider problem with infrastructure everywhere. It manifests itself differently in different places. In some places its roads, others bridges, other schools & hospitals but its really noticeable in energy if you know what information to look up. I first became aware of Australia's issues when I did a small energy project about 7 years ago and found out how old our major power stations are. Everybody thinks the energy crisis is a green energy transition issue, buts its NOT. The green transition is just a part of the issue. The real issue ECONOMICS. Many places have NOT been keeping up with their energy demands and everyone is told the same story about investments that cannot be guaranteed to earn money. That's all a misdirection. What I am talking about are the big power stations that supply bulk power 24/7. I call these Gigawatt class power stations because they supply at least 1GW (1,000 Megawatts) 24/7 except when they are shutdown for maintenance. When Australia's population went from 15 to 17.5 million we built 7 of them. As our population increased from 17.5 to almost 26 million we built NONE. California has 9 Gigawatt class power stations 8 were built before 1990. La Paloma at McKittrick was commissioned in 2003. France has not built a new power station since 1999 and since then its population has increased 12%. Its all been caused by some fundamental economics. If you own power stations the easiest way to make MORE money is don't build any new power stations and in particular big power stations. YES it sounds bizarre until you realise how supply-demand markets work. If you let the population growth increase demand then by basic supply-demand economics it drives prices higher. Since your power station has not cost increase (why would it) your profits increase. This is why new Gigawatt class power stations are NOT economical. They would increase supply and drive prices down which might be economically good for you an me but lousy for the people who own power stations. This is why the privatisation of infrastructure around the world has been so awful and why have things like: - bridges collapsing in Italy or failing in America; and - bad roads in Canada and Australia; and - water supply issues in America, Spain and other places; and - an energy crisis. I am amazed Peter doesn't talk about this more.
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  49. Engineer here: On the base load side of the energy equation its called nuclear. On the load following side of the energy equation its called wind and to a lesser extent solar. A major problem is the pro-nuclear people and the pro-wind/solar people keep whining and finger pointing AT EACH OTHER instead of realising that BOTH are needed. Part of it comes from an odd fact I heard recently. Through the 1960s and 70s nuclear was steadily growing and REPLACING fossil fuel power stations as it did. When the Green transition started RATHER then replacing fossil fuel it started replacing low emission nuclear. Despite all the wind & solar installation there's been very little reduction in emissions because its been replacing nuclear or just increasing the supply to meet demands from growing populations. PLUS into that mix ahs been the stupidity of the nuclear industry with accidents like Chernobyl and Fukushima which have been used by the fossil fuel industry to scare the crap out of the general public. One of the most notable examples is Germany where they spent a reported €1.3 Trillion on renewables then TURNED OFF the low emission nuclear and TURNED UP the old high emission coal fired power stations. The result was that after spending €1.3 Trillion emissions went UP not down. IT WAS IDIOCY AT A STAGGERING LEVEL. We can do the energy transition, but the first thing we need is for all of the special interest megaphones to STOP so that us engineers can explain what we NEED to do and I emphasize the word NEED.
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