Alex Ates Haywood
2 min readApr 16, 2023

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I provided some links, I suggest you connect the dots.

Solar-wind-battery material needs have been assessed by Simon Michaux, one of the links that I have provided. Its pretty damning.

However to wit: solar and battery costs have come down against a background of INCREASED fossil fuel use, since their cost efficiencies depend on the use of fossil fuels from mining to smelting, manufacture to deployment, not to mention maintenance.

As it is they represent a small portion of our energy use. Putting aside the issue of Energy needed for extraction and deployment and declining ore concentrations, basic economics suggests that if we suddenly (in 15-20 years ) scramble globally to mine and deploy any technology its price will increase due to exploding demand and not decline. There is not enough efficiency gain left (if any at all) to keep pushing prices down in the face of exploding demand.

Besides, monetary cost is not everything. Money is a marker (an IOU) on future energy. As we mine and extract ever smaller concentration of ore, our energy expenditure will increase not decrease, specifically ...

"Continue" is a prophetic statement and predictions of future prices are only valid if one can be certain that historical conditions will remain stable which in this case they will not.

Just ask anyone who has invested in a bond mutual funds over the last 10 years.

If you would like to see if you can fault Tesla or anyone else please read the link provided for the materials needed for an energy transition. The IMF has a good piece too BTW.

https://www.imf.org/en/Publications/WP/Issues/2021/10/12/Energy-Transition-Metals-465899

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Alex Ates Haywood

After 20 years in finance I realized it was all a lie. Now I'm trying to figure out what 'it' is. Human being tired of being lied to.