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wdubitsky.bsky.social
@wdubitsky.bsky.social
34 followers 17 following 37 posts
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wdubitsky.bsky.social
China, global main source of dysprosium, terbium, tungsten, indium and yttrium, metals w/o which high tech, electronics, cleantech, EVs, military equipment w/o cannot be manufactured @nickhedley.bsky.social
cleantechnica.com/2025/04/05/c...
April 8, 2025 at 1:55 PM
wdubitsky.bsky.social
Mark Carney #climate duplicity = O&G cap w 16% production increase by 2030, Energy East? broke promise 2 end O&G subsidies, $50B subsidies 4 Trans Mountain, 735K sq km 4 Nfld offshore oil, GHG target won't meet 40-45% reduction 4 2030 @charlierichmond.bsky.social green-transition.ca/mark-carney-...
Mark Carney: Climate Duplicity and Canadian election 2025 - Green Transition
The Canadian 2025 election landscape Midway through the 2025 Canadian election campaign, the discourse is captivated by two themes, 1) Canada’s response to Trump’s tariffs; and 2) an all-party race to...
green-transition.ca
April 8, 2025 at 11:45 AM
wdubitsky.bsky.social
Drill baby drill flop. Oil supply 2 outstrip demand up 2 2030. China, 25% global oil imports peaks in 2025. Gas demand dropping in EU, SE +S Asia, S Korea + Japan
@nickhedley.bsky.social @doctorvive.bsky.social @michaelemann.bsky.social @jameskennedy.bsky.social

green-transition.ca/drill-baby-d...
"Drill, baby drill" Trump will flop - Green Transition
Introduction The current oil and gas gluts and planned expansion projects will hit walls as demand around the world for fossil fuels is already on trajectories to decline. China, the largest importer ...
green-transition.ca
April 8, 2025 at 11:23 AM
wdubitsky.bsky.social
China BYD EVs = 900K employees, 110K 4 R & D = launch 10 new model/yr + enter new market nearly every week = grew production capacity during 1 quarter, equivalent to that of the entire manufacturing capacity of Tesla @delevan.bsky.social @doctorvive.bsky.social cleantechnica.com/2024/11/21/c...
Chinese Electric Cars Are Leaving The US In The Dust - CleanTechnica
Sign up for daily news updates from CleanTechnica on email. Or follow us on Google News! With our storied history as automobile leaders of the 1900s, it is easy to assume the US will continue being au...
cleantechnica.com
December 5, 2024 at 2:52 PM
wdubitsky.bsky.social
@torkil.bsky.social Boston U study of 400 nuclear plants over 80 years: on average, nuclear plants cost double the before construction projections, and 64% exceeded their timelines. Average costs go 120% over original budgets, with the majority more than doubling green-transition.ca/nuclear-deba...
December 5, 2024 at 2:34 PM
wdubitsky.bsky.social
China spent $676B in 2023 on cleantech = peak GHG 2025 + massive investment in R & D & scale 2 oversupply = affordable cleantech 4 export 2 foreign markets =China EVs 60% global EV production + dominate global wind solar market = US + Canada stranded O & G assets green-transition.ca/china-green-...
December 5, 2024 at 2:23 PM
wdubitsky.bsky.social
cap finalizing after 2025 election + cap allows 16% increase O&G production by 2030-32 4 35% GHG reduction by 2030 based on 2019 + cap calculations don’t begin til 2026 + refineries r excluded + Liberal $7B 4 CCS + $17.7B 4 clean hydrogen r greenwashing subsidies + broke promise 2 end O&G subsidies
shastingssimon.bsky.social Sara Hastings-Simon 🇨🇦 @shastingssimon.bsky.social · Nov 27
Just a reminder that the proposed emissions cap was set at the level the oil sands companies themselves claimed they would reach via the Pathways group and to this day no one has answered the question of why such a strong response to their own stated targets.
carrietait.bsky.social Carrie Tait @carrietait.bsky.social · Nov 26
Alberta Premier Danielle Smith mulling seizing info oil and gas firms collect about GHGs in AB and banning the release of such intel without her government’s approval, as she escalates her fight with Ottawa over its proposed emissions cap. #abpoli #cndpoli

www.theglobeandmail.com/canada/alber...
November 27, 2024 at 1:57 AM
wdubitsky.bsky.social
@carbonbrief.org @uprootproject.bsky.social @dlature.bsky.social US auto firms ask Trump 2 weaken GHG regs = bailout ahead?
China’s cleantech R & D $ huge
China’s CATL, biggest battery co, 20,000 R & D staff + BYD integrated EV and battery firm 11,000 R & D staff
cleantechnica.com/2024/11/24/u...
US Automakers Face Major Changes To EV And Emissions Policies - CleanTechnica
Sign up for daily news updates from CleanTechnica on email. Or follow us on Google News! Ford, GM, Stellantis, and other US automakers and suppliers have invested nearly $146 billion over the past thr...
cleantechnica.com
November 26, 2024 at 4:27 PM
wdubitsky.bsky.social
@climatenews.bsky.social @oysteinsjolie.bsky.social @dlature.bsky.social @quifix.bsky.social China GHG may peak 2025 + China, now 30% global GHG, cld make it possible 4 world 2 meet Paris if not 4 Trump = China spent $676B 4 cleantech in 2023, 2x any other nation green-transition.ca/china-green-...
COP29: China, Trump and the EU, each own way: Green vs. stranded fossil assets - Green Transition
For climate action, China has chosen long-term extraordinary innovation investments and scale to wean off fossil fuels. The European Union (EU) is making progress for energy independence by 2027, thou...
green-transition.ca
November 26, 2024 at 2:43 PM
wdubitsky.bsky.social
China $676B spent 4 cleantech in 2023 = massive investment in R &D and scale/oversupply = 95% Chinese EVs equipped w less expensive LFP batteries = 6 of 10 biggest turbine manufacturers r Chinese = China’s solar manufacturing capacity exceeds world demand green-transition.ca/china-green-...
November 26, 2024 at 2:21 PM
wdubitsky.bsky.social
@james-bg.bsky.social China cleantech massive investment in R & D plus large oversupply scale = 95% China’s EVs equipped w less expensive LFP batteries = China sales of ICEVs dropping while BEVs + PHEVs sales growing = Trump 2 put US further behind green-transition.ca/china-green-...
November 26, 2024 at 2:00 PM
wdubitsky.bsky.social
China investments in EV R & D since 1990 = Chinese EVs more affordable and past ROI hump and while Ford says losses $100,000/EV sold, to total over $5B in 2024 + VW closes 3 plants, losses, in part, attributable to EVs
November 25, 2024 at 6:16 PM
wdubitsky.bsky.social
EU energy independence by 2027 w emphasis on renewables efficiency + heat pumps
UK to reduce GHG by 81% by 2035 based on 1990
EU EVs will displace 3.3 million oil barrels/day by 2030
November 25, 2024 at 6:13 PM
wdubitsky.bsky.social
China’s solar manufacturing capacity double world demand
Wind turbines: 6 of 10 world’s largest manufacturers are Chinese
November 25, 2024 at 6:10 PM
wdubitsky.bsky.social
95% China’s EV equipped w less expensive LFP batteries, important b/c 40% of EV price is 4 battery. Only China manufactures LFP batteries
China’s CATL + BYD 2 have 3rd generation batteries, that is, sodium-ion manufacturing plants
November 25, 2024 at 6:09 PM
wdubitsky.bsky.social
China’s CATL, largest battery maker has 20,000 R &D staff, China’s BYD EV + battery integrated firm, w over 11,000 R & D staff, enters new foreign market/week
November 25, 2024 at 6:06 PM
wdubitsky.bsky.social
China’s clean tech business model = massive investments in R &D plus oversupply = quick ROI + good economies of scale = affordable prices which become catalysts 4 demand 2 meet supply = Western paradigms opposite = Western governments support factories + firms focused on quarterly reports
November 25, 2024 at 5:59 PM
wdubitsky.bsky.social
EU EV tariffs + duties range from 18% to 45%, not 100% as in U.S. + Canada b/c EU wants to attract Chinese firms to invest in EU. China’s BYD is building plants in Hungary and Turkey.
November 25, 2024 at 5:54 PM
wdubitsky.bsky.social
Canada’s next PM’ Pierre Poiliève, will emulate Trump
November 25, 2024 at 5:53 PM
wdubitsky.bsky.social
Trump will likely keep some of Inflation Reduction Act + Bipartisan Infrastructure Law. But IRA + BIL will not closing innovation gap w China, which will increase under Trump. Legacy automakers’ EVs will fall further behind China tech, reflecting quarterly report mindset
November 25, 2024 at 5:52 PM
wdubitsky.bsky.social
Trump can’t ignore announced EV 201,900 jobs associated w Inflation Reduction Act + Bipartisan Infrastructure Law and another 931,000 jobs to come. Nor can he ignore 40% of U.S. energy jobs related to clean tech, including storage + EV charging.
November 25, 2024 at 5:50 PM
wdubitsky.bsky.social
Trump referred to action on climate as “green new scam”
Trump’s priority “drill, baby drill” will be left w stranded O&G assets
November 25, 2024 at 5:49 PM
wdubitsky.bsky.social
95% China’s EV equipped w less expensive LFP batteries, important b/c 40% of EV price is 4 battery. Only China manufactures LFP batteries
November 25, 2024 at 5:40 PM
wdubitsky.bsky.social
Competition w China + Europe weaning off fossil fuels 2 change global economy: China 2024 drop in GHG 7-8%: EU gas consumption down 20% in 2023, 2 peak in 2025 @kostyack.bsky.social @campaigncc.bsky.social @infopointa.bsky.social @larryneufeldsk.bsky.social
green-transition.ca/china-green-...
COP29: China, Trump and the EU, each own way: Green vs. stranded fossil assets - Green Transition
For climate action, China has chosen long-term extraordinary innovation investments and scale to wean off fossil fuels. The European Union (EU) is making progress for energy independence by 2027, thou...
green-transition.ca
November 25, 2024 at 4:59 PM
wdubitsky.bsky.social
Drop COP: China $676B 4 cleantech 2023, plateau GHG 2025; EU energy independence by 2027, UK 81% GHG reduction 2035; and Trump + Canada headed for stranded O&G assets @coveringclimatenow.org @lisaschipper.bsky.social @farhanasultana.com @michaelemann.bsky.social green-transition.ca/china-green-...
COP29: China, Trump and the EU, each own way: Green vs. stranded fossil assets - Green Transition
For climate action, China has chosen long-term extraordinary innovation investments and scale to wean off fossil fuels. The European Union (EU) is making progress for energy independence by 2027, thou...
green-transition.ca
November 24, 2024 at 4:44 PM