@batterymetals.bsky.social
…caused by a 45% decline in the cost of stationary battery storage
December 31, 2025 at 12:03 AM
…caused by a 45% decline in the cost of stationary battery storage
I want oil prices to go down
December 30, 2025 at 2:06 AM
I want oil prices to go down
Rory surely with a supply glut at the beginning stages of an S shaped adoption curve for EVs, the oil market is now in permanent bear territory? Demand destruction will start to bite
December 23, 2025 at 12:38 AM
Rory surely with a supply glut at the beginning stages of an S shaped adoption curve for EVs, the oil market is now in permanent bear territory? Demand destruction will start to bite
8% a little disappointing… was hoping for 20%
December 9, 2025 at 12:02 PM
8% a little disappointing… was hoping for 20%
That may have been true pre circa 2017/2018 when renewables were more expensive than fossil fuels. That has changed. Now there is no downside in decarbonising
December 6, 2025 at 10:38 PM
That may have been true pre circa 2017/2018 when renewables were more expensive than fossil fuels. That has changed. Now there is no downside in decarbonising
So you would constrain housing supply due to the risk of corruption, rather than seek to address that problem in some other way? Seems pretty strange way to approach the problem
December 1, 2025 at 2:16 AM
So you would constrain housing supply due to the risk of corruption, rather than seek to address that problem in some other way? Seems pretty strange way to approach the problem
Ok I’ve read it. With respect, long, waffling, and very ambiguous about what you are actually proposing to solve the absurd crisis that planning system has created. And largely a defence of the status quo/treatise against change. The corruption concerns are fair in NSW, but we have icac for this
November 26, 2025 at 8:07 PM
Ok I’ve read it. With respect, long, waffling, and very ambiguous about what you are actually proposing to solve the absurd crisis that planning system has created. And largely a defence of the status quo/treatise against change. The corruption concerns are fair in NSW, but we have icac for this
Phillip the existing planning rules have delivered us the most unaffordable housing markets on planet earth. To advocate for the status quo at this point is insanely negligent and selfish
November 26, 2025 at 4:47 AM
Phillip the existing planning rules have delivered us the most unaffordable housing markets on planet earth. To advocate for the status quo at this point is insanely negligent and selfish
More housing is good imo
October 24, 2025 at 6:27 AM
More housing is good imo
This is new vehicle registrations I take it, not total
September 6, 2025 at 11:50 PM
This is new vehicle registrations I take it, not total
Do you discuss the impact of demand destruction from EV adoption in these weekly notes?
August 17, 2025 at 1:04 AM
Do you discuss the impact of demand destruction from EV adoption in these weekly notes?
With ever rising EV adoption the oil market is surely in a permanent structural decline
July 27, 2025 at 11:12 AM
With ever rising EV adoption the oil market is surely in a permanent structural decline
86 people were arrested for holding identical signs?
July 15, 2025 at 9:09 AM
86 people were arrested for holding identical signs?
It’s also India
July 15, 2025 at 9:08 AM
It’s also India
It’s basic economics now not ideology so it’s unstoppable
June 19, 2025 at 10:41 PM
It’s basic economics now not ideology so it’s unstoppable
Now do Australia
June 9, 2025 at 9:42 AM
Now do Australia
Australians have had reverse cycle air conditioners for like 40 years… they’re everywhere.
June 4, 2025 at 9:14 PM
Australians have had reverse cycle air conditioners for like 40 years… they’re everywhere.
And China is reaching its emissions reductions targets ahead of time too. Big players making big progress
May 26, 2025 at 12:03 AM
And China is reaching its emissions reductions targets ahead of time too. Big players making big progress
Add Australia to this
March 17, 2025 at 10:14 AM
Add Australia to this
We’ve used them in Australia for at least 50 to 60 years…
February 28, 2025 at 12:52 AM
We’ve used them in Australia for at least 50 to 60 years…