Connect with us

Published

on

In the first half of this pair of articles on the challenges of internecine squabbling among those focused on replacing fossil fuels, I covered the $39 trillion worth of reasons why the fossil fuel industry is trying incredibly hard to pretend that it has a future as an energy delivery industry, why electrification is the answer to almost everything, and why biofuels are the answers to what electricity can’t do.

Now it’s time for hydrogen and synthetic fuels.


Hydrogen

Next we have hydrogen. Hydrogen is indeed the most abundant element in the universe, however, the thing that isn’t said clearly is that it’s tightly chemically bound to other things, and doesn’t float around freely in a harvestable form. And it does indeed have a high energy density by mass, but unfortunately it has a terrible energy density by volume, which more than counterbalances the mass side of the equation. We have to get it from fossil fuels, which are, after all, hydrocarbons, or from water, which is two hydrogens and an oxygen. Both of those things require a lot of energy, and there are a bunch of negative externalities for several of the processes.

First off, there’s black, gray, and blue hydrogen. About 99% of all hydrogen created and used today comes from fossil fuels, and it’s black. Making hydrogen from natural gas produces 10x the mass of CO2 as of produced hydrogen. Making hydrogen from coal produces 20–35x the mass of CO2 as of hydrogen. End to end, because of process efficiencies, methane leakage, and the like, more greenhouse gases are created for the energy in hydrogen than if we just used the fossil fuels directly.

The false promise of blue hydrogen is that all of those negative externalities will be centralized into a gas reformation or coal gasification facility, where the CO2 can be captured as it is emitted, and the chemical and particulate pollution can be scrubbed sufficiently from the effluents. The $39 trillion in profits fossil fuel industry really, really loves this, because it means that they can keep an enormous amount of their revenue and profits, as long as someone else pays for the capture and sequestration of the CO2 and other pollutants. As a result, there’s an awful lot of fossil fuel money and lobbying pushing hard for a hydrogen economy.

And as stated, carbon capture and sequestration is a money pit of extremely limited value. 50 years of investment in CCS has resulted in the biggest CCS ‘wins’ pumping CO2 out of the ground in one place and pumping it back into the ground in another, typically with lots of government money, and almost entirely for enhanced oil recovery, which produces more CO2 than was sequestered. The total scale of all carbon capture and use globally is five to seven orders of magnitude off the scale of our CO2 emissions problem. Making hydrogen from fossil fuels just makes the CO2 emissions higher, and the scale problem just gets worse. You can understand why the fossil fuel industry doesn’t like that part of the story being told.

The second form of hydrogen is green hydrogen. In this pathway, renewable electricity is used to electrolyze water into hydrogen and oxygen, putting energy in to break the chemical bonds and get hydrogen out. Then the hydrogen can be compressed to ten thousand pounds per square inch to get it down to a usable volume, or chilled to 24 degrees above absolute zero to turn it into a somewhat manageable liquid.

Hydrogen burns fairly cleanly, combusting with oxygen to make water again. However, burning hydrogen creates the nitrous oxides mentioned above, as burning anything in our atmosphere does. That’s because nitrogen is 78% of the atmosphere and oxygen is 21%. Burning anything releases heat and causes the nitrogen and oxygen from the air to combine in various ways, with the associated negative externalities of smog-precursors and high global warming potential gases.

Hydrogen fuel cells are like electrolyzers run in reverse. Instead of burning hydrogen, you run it through the cell, recombine it with oxygen and get some energy and waste heat from the process, but without nitrous oxides, which is nice.

The problem with green hydrogen is that it’s both inefficient and ineffective. Creating hydrogen from water loses at minimum 20% of the energy required for the process. Compressing and/or chilling it loses more. Transporting it is inefficient, with piping it, for example, taking three times the energy as for natural gas. When it’s burned, it’s like fossil fuels in that we get relatively low grade heat back, which means waste heat and entropy. Burning it for heat produces nitrous oxides still, and unless you directly need heat, converting it to electricity has a bunch of losses. Hydrogen fuel cells produce waste heat and at best are 60% efficient at getting the remaining energy out.

Hydrogen has some other problems for distribution. It embrittles harder steels, so a lot of existing pipelines and pumps can’t be reused and would have to be replaced at great expense. And electronics don’t like hydrogen much, so in many places the electronics for monitoring and controlling distribution have to be replaced too. And for use, hydrogen doesn’t directly replace natural gas in appliances, so brand new appliances — which don’t exist as manufactured commodity items today, by the way — must be purchased and installed.

Electricity turns into heat or mechanical energy for motion very efficiently. But the same ‘energy’ of heat, unless it’s extremely hot, doesn’t turn into mechanical energy efficiently. The technical term is exergy, which is the percentage of the energy in something which can actually be usefully used. Low grade heat has poor exergy, while electricity has high exergy.

Electrification types, like me, point out that all of that inefficiency and ineffectiveness is avoided by using the electricity from renewables more directly. Tie things to the grid wherever that’s possible — and there close to 100,000 kilometers of electrified rail in the world, for example — and use batteries which are 80%+ efficient and very easy to charge from ubiquitous wires we already have in place. Use electric heat pumps and induction stove tops and electric arc furnaces for all the things we need heat from.

What this comes down to is that hydrogen isn’t fit for purpose directly for virtually any transportation form, to burn for heat of any quality, or for grid storage of electricity. Its inefficiencies and effectiveness challenges compared to electrification or biofuels mean that it’s unlikely to be used directly.

That’s okay, by the way, because we need green hydrogen for fertilizer and other chemical processes. But using it for heat, storage, or transportation makes no sense.

And here’s another source of confusion and contention. Green hydrogen is being deployed as a bait and switch for blue hydrogen. The fossil fuel industry is telling everyone who will listen, and politicians who are often happy to take their money, that if we just use black hydrogen for heating and transportation now, they’ll make it blue soon with a lot of taxpayer money, and then eventually we can have green hydrogen economy.

It’s a massive delaying tactic and governmental money grab by the fossil fuel industry.

Of course, there are the other people, the ones who read Rifkin’s Hydrogen Economy in 2000 or so, and never did the math. There are a lot of people heavily intellectually and fiscally invested in the hydrogen economy, and they spend a lot of time advocating for hydrogen pathways instead of direct electrification. The side that does electrolyzers have a good value proposition and should be listened to. The side that does fuel cells, not so much. They all want a piece of that $39 trillion, after all.

And there are countries and industrial giants that perversely love hydrogen for transportation, causing confusion. Some now very old men in Japan’s government and Toyota got together in the 1990s and decided that hydrogen was the answer, and 30 years later they have to die off before new blood can change to electrification without causing them to lose face. Germany’s chemical industry loves hydrogen, and they have salt caverns, and as a result they have a dream of dunkelflaute storage of hydrogen in the caverns, and the odd distinction of being the only country in the world where it’s possible to conveniently own and drive a hydrogen fuel cell car anywhere in the country because they have hydrogen stations all over the place. That filling network was naturally heavily subsidized by the German government, and is barely used. Hyundai has managed to capture some Korean governmental officials and is trying to recreate the Japanese debacle, as well as in smaller scale it’s national nuclear debacle.

Lots of fossil fuel money, investor’s money, and fan bois are spending a lot of time and energy promoting hydrogen for things it’s not useful for. And governments are getting sucked in by the massive fossil fuel lobbying effort, hence a bunch of the contention.


Synthetic Fuels

Finally, we have synthetic fuels. In the best case scenario, these fuels take CO2 from waste emissions and hydrogen from electrolysis of water and combine them into hydrocarbon fuels. It’s entirely chemically possible, and has been done, to make gasoline, diesel, and jet fuel.

Synthetic fuels have pretty much the same negative externalities as biofuels.

  • CO2 (a lot less, but still present)
  • nitrous oxide (N20) with a global warming potential 265x that of CO2
  • nitrogen dioxide (NO2), which is a chemical precursor to smog
  • particulate matter
  • unburned hydrocarbons aka black carbon with global warming potentials thousands of times that of CO2, but typically less than bunker fuel

However, the kicker with synthetic fuels is that everything I wrote about the inefficiencies of hydrogen as a fuel apply doubly to synthetic fuels. After all the trouble of making it, compressing or chilling it, storing it, and possibly shipping it, then you have to use another lossy process to combine it with CO2 (which is also high energy to produce), and typically more processes to get it into a final usable form. By the time you get to the end of the process, the energy is like cocaine you buy from some guy on a street corner, stepped on so many times that you get barely any of the original substance.

What synthetic fuels have going for them is that they can be a bit cleaner than biofuels because there’s none of that messy biology and its convoluted organic chemicals in there, and like biofuels and fossil fuels, you can carry it in buckets, pipe it, and store it. The end result is effective, but deeply inefficient, and inefficiencies means that it will always be a lot more expensive.

But the final problem is when you use the synthetic fuel. Typically, they are burned, replacing gasoline, diesel, bunker fuel or kerosene in places where fossil fuels are used now. And that very expensive synthetic fuel’s remaining energy mostly turns into waste heat, with 15–20% efficiencies in cars, and better in bigger engines, but still below 50%. All that energy to make the synthetic fuels, and then you throw most of it away. This is just like fossil fuels, but since almost all the energy to make them was done millions of years ago by biological and geological processes, we haven’t cared. But when we make our own fuels from scratch, economics makes us care a lot.

Advocates of electrification point out that avoiding all of that hassle makes a lot more sense. Advocates of biofuels point out that biofuels are a lot cheaper, use a lot less energy to make, and have virtually the same advantages as synthetic fuels, and remember all the people advocating for biofuels.

Fossil fuel companies get in the mix too. They love synthetic fuels because they perpetuate things which burn fossil fuels, and they know that no one will ever pay for synthetic fuels when they can buy fossil fuels vastly more cheaply. Lots of baiting and switching, lots of ‘blended’ fuels with subsets of synthetic fuels mixed with fossil fuels, lots of lobbying.

This doesn’t mean we won’t make synthetic hydrocarbons, but they won’t be put in engines and burned for the most part. Power-to-X (P2X) will be for many industrial feedstocks, but power-to-fuel will be supplemental to biofuels.


So that’s the reason why there’s all this tribalism in alternative fuels. There’s a $39 trillion in annual profits in the industry up for grabs. The current players in the industry want to keep it all, and want to create as much confusion about alternatives as possible, and want to ensure that alternatives chosen can also use their products.

Other people, who actually want to solve the negative externalities problem and avert horrific outcomes from global warming, are fighting to be heard above the millions and billions of PR and lobbying.

In the end, the laws of thermodynamics will win. Hype doesn’t stand a chance against reality in the long term. But it’s an uphill battle, because the vast majority of people involved in the debate don’t understand or accept the laws of thermodynamics, but live on hope instead.


Here are some of my publications and podcasts where the subject is dissected in detail:

 

Appreciate CleanTechnica’s originality? Consider becoming a CleanTechnica Member, Supporter, Technician, or Ambassador — or a patron on Patreon.

 

 


Advertisement



 


Have a tip for CleanTechnica, want to advertise, or want to suggest a guest for our CleanTech Talk podcast? Contact us here.

Continue Reading

Environment

Tesla stock helped employees. Now it can’t, because Elon took it all.

Published

on

By

Tesla stock helped employees. Now it can’t, because Elon took it all.

Tesla shareholders will decide whether to give CEO Elon Musk a stock award that could be worth up to $1 trillion. But another proposal is up for a vote to refill Tesla’s employee stock option pool, and it’s only necessary because that pool was drained to give Musk a payday larger than any other CEO in the history of the world.

(This article is largely excerpted from my previous post, Elon Musk’s $1 trillion pay day gets more ridiculous the more you look into it. For more detail on the various absurdities of the award, click through to read more).

One of the questions being asked on Thursday is whether or not to refill Tesla’s “general share reserve” of shares set aside to be granted to employees as compensation. This is known as “Proposal 3” – the $1 trillion award is Proposal 4.

Proposal 3 not only fills the general share reserve with 60 million shares as compensation for Tesla’s current and future employees (of which the company currently numbers ~120,000 strong), but also fills a “special share reserve” with nearly 208 million shares for one single part-time employee, Elon Musk, who mostly focuses on companies other than Tesla (and whose interests can be directly opposed to Tesla’s).

Advertisement – scroll for more content

The board would be able to give these shares, currently worth around $97 billion, to Musk at their discretion. This could happen without further shareholder approval and is not attached to any milestones, unlike the $1 trillion.

Tesla has used shares as an important part of its compensation packages for employees throughout its history, so if it is unable to pay employees in shares, it will have a harder time attracting talent. But it can’t do so anymore, because the reserve has been drained.

This is one of many issues brought up by several pension funds who named their concerns with the shareholder proposals. Normally, it would seem reasonable to split up the “general” and “special” share reserve votes, but Tesla has seen it fit to combine the two – such that if you want Tesla to be able to compensate employees with shares, you must also accept that Musk will have 3.5x as many shares set aside for him personally as will be set aside for every other employee at the company combined.

It must feel incredibly insulting for the engineers who actually design the cars, the manufacturing associates who build them, the software team that continues to improve the best software out there, the best-in-the-biz charging team, et cetera, to see a guy who spends most of his time working for other companies (or pretending to be good at video games on his private jet) and be told that he’s worth hundreds of thousands of times more than you are.

Even worse, the reason this vote is necessary is because the share reserve was only drained… to pay Elon Musk.

When Musk’s friends on the Tesla board decided to hand him an “Interim Award” of $26 billion without a shareholder vote, the process through which they did this was to simply award shares to Musk that had previously been set aside in Tesla’s share reserve.

Those shares had been intended to be available for years to come, as compensation for employees, to help Tesla attract and compensate talent (as the heartstring-tugging videos above suggest). But instead, almost the entire reserve was drained to give to Musk, with only one stipulation: that he continue working at Tesla for two years.

But that’s only part of the shares that Musk would get if these shareholder votes pass, because those 208 million shares aren’t even associated with the separate $1 trillion award in Proposal 4, which would include over 423 million shares. So now we’re up to 630+ million shares for Musk (~276B at current TSLA valuation), and only 60 million for every other employee at Tesla combined, being voted on at this shareholder meeting.

And even if proposal 4 is voted down, if proposal 3 passes, the board could still give Musk $97 billion worth of stock, and it’s holding employees’ compensation hostage to ensure that it be able to do so.

Electrek’s Take

I wanted to split this off as its own article because I consider this to be the most egregious portion of the various ridiculous proposals in front of Tesla shareholders this week. That last article was long, so I understand why some might not have gotten through it – so above is what I consider one of the juiciest parts.

There are plenty of other ridiculous things that will be voted on – whether to retain board members who are completely captured and working in Musk’s favor rather than the company’s, whether or not Tesla shareholders should bail out Musk’s private AI company which he started to compete with his own public AI company and has continually stolen resources from it for, and of course the absurd trillion-dollar award that Musk wants so he can control a robot army.

But this, I think, is exceptional. Not only does the vote value a bad, part-time employee as worth 3.5x as much as every other employee combined; not only does it hold those employees’ compensation hostage against the compensation of said bad employee; but it’s only necessary because of that bad employee was given more money than any other employee in the history of employment, by an order of magnitude, and the source of that money was a pool of shares that had been set aside for Tesla’s actual employees, who aren’t currently on a mission to destroy Tesla’s brand in every way possible.

And somehow, Tesla, Elon, and his friends, have the gall to put in so much effort into marketing this proposal, and suggesting that this is the best path forward for the company, and even for the world, and to suggest that anyone who correctly points out the absurdity of this idea is a “terrorist.”

Kafka couldn’t write this.


The 30% federal solar tax credit is ending this year. If you’ve ever considered going solar, now’s the time to act. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.

Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

FTC: We use income earning auto affiliate links. More.

Continue Reading

Environment

Verge unveils wild-looking TS Pro electric motorcycle with hubless motor, longer range, and faster charging

Published

on

By

Verge unveils wild-looking TS Pro electric motorcycle with hubless motor, longer range, and faster charging

Verge Motorcycles just took the wraps off the next evolution of its flagship Verge TS Pro electric motorcycle at the EICMA motorcycle show in Milan, revealing a dramatically upgraded version of its best-selling model. And we’re here to see it firsthand.

The Verge TS Pro first hit the scene in 2022 as a futuristic, hubless-wheeled electric motorcycle packed with power and sleek styling. Now, the company is doubling down with a lighter, more refined, and more powerful version of the TS Pro that improves nearly every aspect of the bike’s design and performance.

At the heart of the upgrade is Verge’s eye-catching hubless Donut Motor 2.0. The patented motor still pumps out a massive 1,000 Nm of torque, but now weighs 50% less, contributing to a total motorcycle weight of 507 lbs (230 kg). That power translates to a 0–60 mph (0-96 km/h) time of 3.5 seconds.

Alongside the motor upgrade, Verge added a new 20.2 kWh battery that delivers up to 217 miles (350 km) of range and supports ultra-fast charging, adding 60 miles (96 km) of range in just 15 minutes. Verge says full charging takes under 35 minutes, and the bike now supports CCS fast charging in Europe and NACS in the US.

Advertisement – scroll for more content

Verge also introduced a series of rider-focused upgrades. The TS Pro now sports larger displays, an improved user interface, and better Bluetooth connectivity through its Verge HMI system. The riding posture has been made more ergonomic with a 25-degree angle adjustment, while suspension and damping tweaks promise a smoother ride.

Software takes center stage with the inclusion of Verge’s Starmatter platform, first launched in 2023. Starmatter combines AI, sensors, and OTA updates to tailor each ride and future-proof the bike for new features, no wrenching required.

The updated Verge TS Pro is available for reservation now via Verge’s website and US showrooms, with test rides starting in early 2026. Pricing information to be updated soon.

Electrek’s Take

Verge’s first hubless electric motorcycle took the internet by storm and launched a new style of design. Now the company is showing that its playbook of electric motorcycle innovation is still alive and well. Between the hubless motor tech, blazing-fast charging, and tech-forward design, the TS Pro feels both futuristic and realistic. Sure, it’s still limited in highway range like all electric motorcycles, but for mixed riding, that 20+ kWh pack is going to help alleviate range anxiety – and is twice as large as the pack in my LiveWire, for example.

This is one I’ll definitely be keeping an eye on.

FTC: We use income earning auto affiliate links. More.

Continue Reading

Environment

CNBC Daily Open: AI is carrying the weight of the U.S. market

Published

on

By

CNBC Daily Open: AI is carrying the weight of the U.S. market

CFOTO | Future Publishing | Getty Images

The “everything store” might have secured its biggest customer yet.

On Monday, Amazon announced that it had signed a $38 billion deal with OpenAI, offering the ChatGPT maker access to Amazon Web Services’ infrastructure.

On the one hand, the move isn’t too surprising — a continuation of OpenAI’s spending spree as it looks to secure resources to run its power-hungry artificial intelligence models.

On the other, OpenAI’s turn to Amazon shows that the firm is diversifying from its reliance on Microsoft, which had been its exclusive cloud services provider until this year. That could suggest OpenAI is getting ready for an initial public offering as it looks to signal “both independence and operational maturity,” as CNBC’s MacKenzie Sigalos writes.

Amazon shares surged on the news to close at a record high. Nvidia also had a positive day after Microsoft announced it was granted a license by the U.S. government to export the AI darling’s chips to the United Arab Emirates.

While Big Tech is attracting investor interest, the rest of the market has been rather lackluster.

Even as the S&P 500 and Nasdaq Composite rose on the back of the tech behemoths, more than 300 stocks in the broad-based index ended the day lower — a warning sign that only a narrow segment of the market is faring well.

What you need to know today

And finally…

Pensioners walk along the pier in Deal, UK, on Thursday, Oct. 3, 2024.

Bloomberg | Bloomberg | Getty Images

Cash-strapped governments are increasingly eyeing citizens’ retirement pots — and experts are sounding the alarm

As fiscal pressures deepen from aging populations and pandemic-era debt, governments are increasingly tapping into a tempting source of capital: citizens’ retirement savings.

The trouble starts when governments interfere and tell funds to invest too much at home, which breaks the delicate balance that fund managers have calculated between risk and reward, said Sébastien Betermier, executive director at the International Centre for Pension Management.

Lee Ying Shan

Continue Reading

Trending