The Coming U.S. Power Grid Failure

[Axxe55]

Agree with the above. And to add:

A recent WSJ article pointed out that 2035 is impossible. Not enough mines exist to supply the needed raw materials. And from the day a deal is closed to start a new mine until ore starts being produced is an average of 12-15 years.

Very good point. I am not an expert on some of the newer battery technology, or the materials needed to manufacture them, but If I had to guess, it is going to require materials much more exotic than lead to make better batteries!

Another point to add to your post, the newer batteries might require materials we don't have in the United States, and might have to be sourced on other countries. So in my estimation that is going to make them even more expensive to buy and import those materials.

 

[pronstar]

Investing tip:
Copper.
Both physical and contract, and copper mines and producers.


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[cygunner]

Picked this up off Google just now. Note the time and estimated mileage for home charging. In our neighborhood, and the power system is reasonably modern, the underground power is transformed and delivered from a transformer in one backyard to 5or 6 houses on the street. if two houses tried to charge anymore than trickle rate simultaneously IMHO that transfomer is fried. Having experienced a similar event once just due to normal wear and tear, power is off for 8 hours. Will really make for friendly neighborhoods. We don't have the distribution system or the service companies with the attitude to support use of electrical vehicles in home-based service.

Tesla Charging: The Complete Guide to Charging at Home, in ...
Plugless Power › learn › tesla-model-s-charging-home-public-aut...


Model S variants with the “High Amperage Charger” option can accept up to 17.2 kW of power for a maximum 52 miles of range per hour. Maximum current ...
Structured data

 

[gll]

Investing tip:
Copper.
Both physical and contract, and copper mines and producers.


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Recommend any stocks? COPX?

 

[Vaquero]

Recommend any stocks? COPX?

Alcoa. Southwire, AFL.
Copper is already too expensive to be hanging in the air.
It's main use now is internal wiring and station ground grids.
Transmission, substation and distribution systems are almost exclusively aluminum conductors.

Diversity is best in stocks anyway.
Some of both would be good.

 

[jrbfishn]

Even if they started right now, I doubt seriously if they could add enough to the power grid by 2035 to supply the number of commercial trucks they would need to supply the U.S.. let alone supply the needs of personal vehicles without brown outs. The technology and power grid are not even close.
They have as much as admitted they are depending on things to be invented because they say so. Kind of like the "if wishes were money" thing.......
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[SA_Steve]

Saw something interesting in San Antonio yesterday (Starcrest at 410, NE corner). A gas station/convenience store with solar panels covering the back lot, store building, and the gas pumps roof. Many KW worth.

 

[popper]

Also will install a soft start device on the A/C that will drop the initial starting amps from about 75 to 30. -- no such thing!
When the 'grid' started,it was to connect all the minor generating companies. Now it is a control and monitor industry. Big $$. Only problem I have with China making the transformers is QUALITY. Our workers could also use the paycheck.

 

[HKSig]

Alcoa. Southwire, AFL.

Southwire is private, AFL Global is owned by Fujikura.

 

[pronstar]

Alcoa. Southwire, AFL.
Copper is already too expensive to be hanging in the air.
It's main use now is internal wiring and station ground grids.
Transmission, substation and distribution systems are almost exclusively aluminum conductors.

Diversity is best in stocks anyway.
Some of both would be good.

Something to consider:
An EV has about 3x the copper of a conventional car (conventional cars have about 50 lbs/EVs have about 150 lbs).

The US car market is about 17 million new vehicles sold per year.
The global market (including the US) is about 70 million.

Once EV sales start to approach double-digit market share, demand for copper will skyrocket.

I’m focusing on the auto industry ‘cause that’s my area of expertise now that I’m a corporate monkey again



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[oldag]

Something to consider:
An EV has about 3x the copper of a conventional car (conventional cars have about 50 lbs/EVs have about 150 lbs).

The US car market is about 17 million new vehicles sold per year.
The global market (including the US) is about 70 million.

Once EV sales start to approach double-digit market share, demand for copper will skyrocket.

I’m focusing on the auto industry ‘cause that’s my area of expertise now that I’m a corporate monkey again



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IF EV cars start to approach...

 

[pronstar]

IF EV cars start to approach...

It’s being mandated, unfortunately.

At this point it’s not if, it’s when.

This green crap is being forced down our throats.
May as well get in on the action and make some money at it IMHO


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[oldag]

It’s being mandated, unfortunately.

At this point it’s not if, it’s when.

This green crap is being forced down our throats.
May as well get in on the action and make some money at it IMHO


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Lots of things are government mandated years away. Then reality hits and the mandates change.

I must disagree on the "it's not if, it's when". For a number of reasons.

Not saying there is not money to be made on market bets.