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  • Did Bunge And Solazyme Just Enter A New Age Of Sugar Production? [View article]
    mactitan wrote "Proterro seems like a pretty good partner for offsetting CO2 at sugar plantations. Make the sugar 'clean'. The question is how many acres of Proterro sugar production can a Moema sugar plantation/mill with a cogen support? I assume Proterro will be limited but the amount of CO2 captured onsite. This is Likely as much about the CO2 offsets."

    Does proterro need to support sugar cane production?, from the fermentation of sugar you create CO2, pump that strait back into the bioreactors for a closed cycle. In such the cane fields turn to Bioreactors - does anyone know if the process solarzyme uses gives off CO2 or O2?
    Sep 26, 2014. 12:36 PM | 2 Likes Like |Link to Comment
  • Is SodaStream's Crash Warranted? [View article]
    I have two soda stream makers, one on my countertop and one built in to my refrigerator from Samsung (and I use both) I was considering on giving my countertop one to friends however we still use it when we do large batches, diners etc. I would say that this is not a fad and prefer having a soda stream readily available along with the concentrates when a need a G&T. Also amongst my friends they also use it on a regular basis. As they say buy the dips. as I did did just now. Long SODA
    Jan 13, 2014. 03:48 PM | 1 Like Like |Link to Comment
  • For Solazyme, It Is All About Control [View article]
    Thanks for the additional background, it was good to hear how Proterro can out compete the current cellulosic set. I would not be surprised if a JV was announced between Solarzyme and Proterro
    Dec 27, 2013. 07:07 PM | 1 Like Like |Link to Comment
  • For Solazyme, It Is All About Control [View article]
    Kevin,
    Thank you for a great article, Could you perhaps comment on the the current cost of the feedstock in relation to potential margins. And If Proterro are able to scale up the production of sucrose from cyanobacter what that could potentially do to open up lower margin products/fuels and in such what it could do for SZYM and AMYS
    Dec 23, 2013. 12:31 PM | 1 Like Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    @ BPC "Does the SC store energy as you put it? How would full adoption of BEVs "smooth out the grid"? I confess I am not up to the speed of many on here in Electrical, battery, engineering issues."

    http://bit.ly/1e7nUzQ 19m34s JB Straubel talks of energy storage and buffering of energy used in Superchargers. buy storing cheap night energy or from solar panels they can give back to the cars durring peak time without the cost of drawing down peak energy prices from the grid

    in addition Tesla have already worked with PG&E in V2G smart Charging technology "Smart charging is a form of V2G in which the vehicle does not provide power back to the grid. Instead, the vehicle charging rate is controlled remotely in order to support the operation of the grid or to best match load to the availability of intermittent renewable energy resources such as wind and solar. Tesla Motors' goal in developing V2G is to eventually provide our customers with an option that could reduce their cost of electricity for vehicle charging while supporting greater penetration of renewable energy on the grid."
    http://prn.to/1f9aMgG

    "I am confused what you mean by this: "lets clean up the tailpipes of every car. even JP believes there is enough lithium to do that."

    by moving to BEV one by one we start cleaning up transportation. there are no barriers to this except scale in manufacturing there are enough raw materials. At the same time we can cleanup the grid. there are millions of cars and hundreds of power stations. what do you think will take the longest to clean up.it will of course be cars and trucks. Power stations can be mandated by the EPA as there are fewer the transition can be more rapid
    Nov 21, 2013. 01:58 PM | Likes Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    BPC, you could look at it the other way as a dramatization of the long tail pipe argument. the solution is very simple and is clearly available with todays tech.

    lets clean up the tailpipes of every car. even JP believes there is enough lithium to do that.

    Then lets drill baby drill! Geothermal with E.G.S
    off-shore wind yep lets sail those baby's out (see UK for example)
    the grid, "make sure your connected" WY CA TX, then the entire USA
    Residential Solar Securitize this bitch! thats what wall street wants
    Build the BEV's to smooth out the grid
    Build the super chargers for distributed energy storage
    regulate via the EPA emissions on coal, then gas (nuclear will take care of itself)
    smelt the aluminum with the cheap hydro

    Oil to be used for products not to spew contaminants into the very thin air.

    look at that list its happening now, America is waking up. time you and JP did
    Nov 21, 2013. 11:56 AM | Likes Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    What if everything ran on gas...

    http://bit.ly/173sxdv

    kimboslice this is the vision of your world. and it stinks literally
    Nov 21, 2013. 11:23 AM | Likes Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    JP,
    I must say you are good with verbal sparing as it is your profession but your rebuttal only gives me hearsay and nothing of substance.

    as to providing a link, I did, it was the only link in the post. For your ease here it is again http://bit.ly/1aCsxRg
    "I'd be happy to work with you and write a detailed article on Toxco and the economics of its recycling process as they apply to the principal lithium-ion chemistries.
    Please feel free to call me direct at +41 26 684 0500, or e-mail jlp at ipo-law.com"

    yes it was a while back and for a man with over 25k of comments on SA alone, i do not expect you to recall it.

    as to your comment:
    "Umicore and Toxco are both focusing on recovering the high value metals, but that doesn't mean they're making money from recovering metals that are worth more than the recycling process costs. They make their money from tipping fees and other charges, not from recycling batteries for their metal values"

    you may have a valid point. the good thing is currently they are recycled to the good of society and in the future with scale there will be value especially in a combined manufacturing and recycling plant.

    once again this gives me confidence in my position regarding BEV's thanks for being a prolific poster.
    Nov 18, 2013. 09:14 PM | 2 Likes Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    JP, Thanks for bringing this to my attention, as a matter of curiosity I did some further research.

    Todd Coy of Toxco (now Retriev) and Jan Tytgat of Umicore have publicly disagreed with you.

    http://bit.ly/1aCsxRg

    "That is why we have designed a process in which only high valuable elements (Cu, Co, Ni) are refined, and low valuable elements are collected in a slag for construction (no refining burden nor costs). If in future there would be an interest to recover Li from slag, that will be possible (basic R&D work finished and published)."

    if it comes down to it I think I would side with a company that has 100 years of experience in metallurgy, than an Attorney who looks to gain business by professional blogging, this is in regards to your offer to Todd for professional services in the comments section of the article you posted.

    As I said before I do enjoy your contrarian viewpoint for each time you write, It encourages me to review and research, and every time it strengthens the position that BEV's are the future and Tesla will be one of the horses in that future race.

    I thank you for being the other side of the debate.
    Nov 18, 2013. 08:40 PM | Likes Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    "The bigger error was introduced by Tesla's liberal use of aluminum which has 8 times the embodied energy and 8 times embodied emissions of the steel"

    But what if that energy was provided by renewables as in the production and smelting of aluminium in Iceland by Rio Tinto Alcan and Century Aluminum Corp’s Aluminium Smelters

    http://bit.ly/I1Mg3r

    I think JP we can agree that what we really need here is a thorough study of the entire supply chain to be able to posit a fair assessment. I would think that the team at tesla chose Aluminium due to the renewable energy used to make it and the high recycling ecosystem. Much better IMHO than steel or carbon fiber.

    so what would be the payback time if the body was made from renewable energy to begin with?
    Nov 18, 2013. 06:39 PM | Likes Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    September 2013
    http://bit.ly/1aCfNKn
    "in the subsequent hydrometallurgical process, the metals are separated and eventually converted into active cathode materials for the production of new rechargeable batteries"

    "in this regard umicore is able to close the loop"

    there is no mention of not being able to separate the constituent elements.
    Nov 18, 2013. 06:19 PM | 1 Like Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    "Working with Umicore has allowed us to completely recycle the Roadster battery packs profitably, without special financial incentives necessary to promote recycling"

    "we hope to have the ability to recycle our batteries back into their raw materials. Specifically, the metals can be reused in the battery cells and any plastics can be reclaimed and used to mold new plastic parts for our vehicles. The technology to enable this is available today – and it’s profitable!"

    http://bit.ly/J0arP3

    JP, a fair reply "repurposing may ultimately be feasible" we are early in the tech curve here. we have a phrase in the UK "where there's muck there's brass" get enough muck and the economics start to work, one could think that with the plans for the giga factory they would include the recycling to close the loop and reduce the volatility in pricing.
    Nov 18, 2013. 05:32 PM | 2 Likes Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    John, one should not look at just Tesla, here is a broad list of automotive and smart grid tech companies collaborating in this space
    Toyota, Ford, GM, Nissan, Vattenfall ABB are we to assume that these companies are as you put it "assume(ing) away a century and a half of experience with batteries" somehow I do not think with their combined years of technical experience that they are all under false allusions

    BMW, Vattenfall, GM and ABB
    "The premise behind these research projects is that even though aged batteries might no longer be suitable for powering an electric car, they still have as much as 70 percent of the storage capacity available" http://bit.ly/1jhgXNi

    Nissan North-America, ABB, 4R Energy, and Sumitomo Corporation of America
    http://bit.ly/1jhh0bJ

    Toyota Recycles Hybrid Batteries Into Energy Management Systems
    http://bit.ly/1jhgXNk

    Ford testing used EV batteries
    http://bit.ly/1jhh0bM

    GM & ABB
    http://bit.ly/1jhgXNl

    the question now remains is who will be the first to bring this commercial...

    JP a good rebuttal but I am still not convinced. if you could provide me with a contrarian paper that disputes your statements, it would make for interesting reading.

    The second life for batteries will be proven out by those who have the best active thermal battery management, clear diagnostics into how the battery was used over its first lifecycle, to determine its worth (grading) for its second life before recycling. Who would be the market leader in that space? My thoughts at this time are Tesla.
    Nov 18, 2013. 04:34 PM | 1 Like Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    @John Peterson, I always enjoy the contrarian viewpoint of your articles they are well written and articulate and the comments section is a lively debate. However as of yet they have not swayed my point of view regarding the future of BEV's and the positive environmental impact that their adoption will drive.

    At what point in your article did you address in the lifecycle the second use of the batteries as a power supply for the home, and then eventually being recycled into a new battery?

    That second use can be used to take advantage of intermittent wind and solar, smooth out the grid and offset the use of expensive fossil fuel peeker plants. Tesla goal is to produce annually nearly 27GW of power storage.

    in addition Tesla have already worked with PG&E in V2G smart Charging technology "Smart charging is a form of V2G in which the vehicle does not provide power back to the grid. Instead, the vehicle charging rate is controlled remotely in order to support the operation of the grid or to best match load to the availability of intermittent renewable energy resources such as wind and solar. Tesla Motors' goal in developing V2G is to eventually provide our customers with an option that could reduce their cost of electricity for vehicle charging while supporting greater penetration of renewable energy on the grid."
    http://prn.to/1f9aMgG

    27GW of smart charging making use of cheap night wind, one can easily imagine a deregulated market in an interconnected smart grid making purchasing renewable wind over fossil fuels. this is especially so in the UK and Europe where they have massive offshore and onshore capability.

    Given the second use of the batteries and the ability of optimizing renewable power offsetting coal and NG peeker plants how do you think that would effect the lifecycle embedded costs.
    Nov 18, 2013. 03:17 PM | 1 Like Like |Link to Comment
  • All That Matters With Tesla [View article]
    got in at $133 late to party but its still early evening and this thing is going to be a raging party to the wee small hours. I am long and will continue to be until Gen III, this party will not end for at least a few years probably 2017 to 2020 will be the wonder years!
    Sep 13, 2013. 04:20 PM | 1 Like Like |Link to Comment
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