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ral

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Posts posted by ral

  1. @wettek69 ,some backing info:

     

    I have worked in the industry for quite some time (and have zero relation to environmental groups or activism), and the commitment to replacing diesel with hydrogen and electricity is in most of the plans and reports from the largest players.

     

    Companies like AngloAmerican are investing in green hydrogen production, they see this as a good income source as well.

     

    Comverting a diesel engine to hydrogen is easy and, in many geographies where mining is present there is or there will be excess solar power capacity during daytime, so hydrogen will be very cheap.

     

    On electrical mobile fleet, in a mine it is easy to install a trolley system in the fixed parts of truck movement, so battery capacity is less of an issue. Many large scale trucks are already electric in their drivetrain, fed by onboard diesel generators (this make more efficient truck in high geographical altitude environments), so the conversion is also easy.

     

    Many large shovels are already electric (and have beeen for a while).

     

    Just as a side note, in large scale comminution mining, diesel is not the main energy source, electricity is.

     

    Mining companies see getting away from oil as both a way of lowering cost and also keeping their right to play in the market, as License to Operate is their main concern.

  2. @Jody_Seal , large scale mining operations will be switching to green hydrogen and electricity for their mobile equipment fleet before 2030.

     

    Just in case, these same machines move around the same amount of earth to get the materials that are needed for building regular cars.

  3. Lithium is abundant in the planet. China is not at the top of the list. The largest ones reserves are in South America and Australia. But abundant enough almost anywhere.

     

    There is not a big risk of a geopolitical play/squeeze on lithium reserves.

  4. @Bruce_Butterfield , the market is driving electric vehicles. Tesla is leading the pack not because of subsidies, but because people line up to buy them. Because, among other things, you can own a car that can go 0-60 in 3 seconds without being a millionaire.

     

    Where I live (when not in West Palm Beach), solar and wind are now 25% of the electricity generation because they are cheaper. Not because of subsidies.

  5. The main environmental concern with oil, natural gas and coal is the CO2 release when burning it.

     

    Many forget to mention that an electric engine is a far superior alternative in terms of efficiency (over 85% of energy used is converted to mechanical energy, vs less than 40% for internal combustion) and much lower maintenance cost.

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