Comments by "Michael Nurse" (@michaelnurse9089) on "Zeihan on Geopolitics" channel.

  1. Peter, do some research. It turns out that Lithium is so common that the mining companies don't documents their deposits. The lithium shortage of two years ago was only a shortage of refining capacity.
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  2. Electric vehicles too.
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  3. "Fear is the path to the dark side. Fear leads to anger. Anger leads to hate. Hate leads to suffering." - Master Yoda
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  4. Some times he just hallucinates the details... just like ChatGPT does.
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  5. How many solar panels can you get for a shipload of sugar?
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  6. When it comes to vehicles - every country in the World tariffs foreign vehicles and subsidizes local ones. You will not see Fords or Toyotas in Frankfurt.
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  7. The issue is used ChatGDP and not ChatGPT. ChatGDP is only for economists.
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  8. There are people who do this for a living - Hedge Funds who short Tesla - and so far every prediction they have made had gone wrong and they have lost billions on their bets.
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  9. There is a house visible in your sunglasses.
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  10. Newer generation Tesla batteries will last several times longer. The only issue I see is that Powerwall style batteries cost a lot so the Solar Panals need to be at your workplace rather than at home. The vehcile will last 50 years with minimal maintenance.
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  11. I like how Peter calls the US 'we' while he is Canadian.
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  12. Some editing issues.
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  13. As a White South African I don't consider Elon Musk to be anything of that sort - he had a Candadian Mother and Ukranian Father and emigrated to the US when he was 18. Final analysis 70% US and 10% split to the others.
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  14. It is all creative accounting. They will say for example that "Today green energy made 10GW and fossil 5GW, therefore we are 66% green". What they don't tell you was that 80% of the green energy was overproduction during the middle of the day so the real ratio is 14% green. This is just an example, they can spin it a hundred different ways because they can sit all day thinking how to deceive you and you have limited resources to try and penetrate the lies.
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  15. Peter lives under a rock. China bought 50% EVs this year. Next year 75%. 2007 - 100%. No need for Arab oil.
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  16. I know that production is moving to India and elsewhere but if this process is only (say) 15% complete we also leave ourselves without 85% of the technology we need to work and live.
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  17. That is why VW, GM, Toyota and Ford are not investing - they are making zero profits on ICE and -100% margin on their EVs. Take a look at their stock prices - they seem to be circling the drain.
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