This is an excellent talk. It is worth pausing it to look more closely at the graphs.
@RaglansElectricBaboonАй бұрын
Yes, I think it took me 20 minutes to watch this 13 minute presentation!
@cyberslim7955Ай бұрын
Yes, best I have seen so far.
@garethrobinson2275Ай бұрын
It's an excellent talk for sure. It validates what Tony Seba of RethinkX has been predicting for a decade now. He has more to say about the future so check it out.
@antonyjh123428 күн бұрын
Absolute horrendous talk, talking about replacing electricity is fine but in a place like UK renewables are 2% of total energy. if the rest of the world wants rubber coated wires, asphalt, plastic then that all comes from oil, same as the 6000 products that come from the same barrel, very few can be replaced by electricity. Edit : The myth that net zero is just electricity is being promoted here, in a place like UK electricity is 16% of total energy and a lot is gas driven, same as most modern countries, they don't have an electrical consumption much above 20% of their total energy. Not saying the global south won't go to just an electrical society but the modern world needs to stop driving.
@cyberslim795528 күн бұрын
@@antonyjh1234 Working for the oil and gas industry? 🤣🤣🤣
@dige62Ай бұрын
The point on actually visiting China is brilliant. Many people have no clue how far advanced China is, because they've never seen it with their own eyes. For someone frequently visiting the country, I agree with Gerard's message. The West is asleep at the wheel.
@lucyng-pellicioli916Ай бұрын
Just completed a three month trip in China. It's a different world, bright and vibrant. Europe is stately, but is old and tired. I am not sure we can teach an old dog new tricks.
@headofmyself5663Ай бұрын
My friends: how was China? Me: back from the future! 😂
@PeterBirettАй бұрын
But how can I combine a trip to Chine with my goal of ZeroCarbon footprint on my mobility?
@J4ZonianАй бұрын
@@PeterBirett What’s that thing about a slow boat to umm...
@themidgetsmanАй бұрын
@@PeterBirett Walking has a foot print you cannot move without using carbon in some way. You could get to "net zero" by offsetting your travels with planting trees or something.
@winfriedtheis5767Ай бұрын
Thanks Gerard! We need to give that message to the leaders in all our countries!
@jasonmillner6416Ай бұрын
Not really. Investors are the ones who get to vote. As for me Im all in on sustainable energy and Im in the US
@ESHANABROOKАй бұрын
@@jasonmillner6416 We get to vote as voters here in USA, same as in Germany.... That way we can do thinks to encourage green energy initiative's. Voters have power, it doesn't always work out as planned....
@nicevideomancanadaАй бұрын
They are not leaders.
@bjarnesegaard5701Ай бұрын
Great talk - this is about tech and I loved his finishing statement - ".. and lose some of the arrogance."
@simonpaine2347Ай бұрын
💯 and I can hear some of them saying "Who does he think he is, talking to us like that?"
@ResiliencyForLifeTorontoАй бұрын
@@simonpaine2347 Agreed And the ANTI electrification lot that are 7 years out of date and hang on to old info The pace of positive change is REMARKABLE
@jimthain8777Ай бұрын
The global south is going to do with energy, what Africa did with cell phones. Africa jumped right past landlines and into cellular technology. They'll do the same with renewables. You can google micro grids in Africa, to see what I mean. Almost every country in Africa has at least one micro grid in planning, building, or use already, and more are planned.
@danielgmur6486Ай бұрын
Yes and the key is cheap "power station" type of batteries in my opinion. Everything is plug and play, super simpel to install and very cheap. If we can connect them to a micro grid even better, but Solar is so cheap already, they might simply add a panel or two if they need more energy.
@jimthain8777Ай бұрын
@@danielgmur6486 The storage is great because it helps to eliminate waste. It also means you can have power on demand, when you need it, which isn't always when it is collected.
@PeterBirettАй бұрын
Referenced slide is at 9:20
@Brent-z2s29 күн бұрын
The only bad thing is that you had to hire lots of people to put the lines in which helped the economy.
@juuso8Ай бұрын
Thanks for a good video! I came back from Shanghai 2 days ago, and totally agree with all the points you made.
@jhunt5578Ай бұрын
This is why it annoys me when people blame China for their coal emissions
@Detonator007Ай бұрын
Also some food for thought between USA 🇺🇸 & China 🇨🇳. How many wars has USA started ?? How many China ?
@jhunt5578Ай бұрын
@Detonator007 Tibet, Hong Kong and Ughers can hardly fight back.
@ryuuguu01Ай бұрын
@@jhunt5578 Hong kong was not a war. It was Chinese territory, even the UK agreed to that.
@EveryoneWhoUsesThisTVАй бұрын
We can't blame someone else for China's coal emissions, can we? But those emissions are the reason they invest so much in solar and batteries, so much smog! The air quality in Beijing is terrifying!
@carkawalakhatulistiwaАй бұрын
@@jhunt5578😂Hawaii for USA
@kpogatchnikАй бұрын
Wonderful presentation. Thank you!
@dianapopescu1049Ай бұрын
Thanks, Gerard Reid! Many people don't fully grasp the critical role of energy and storage in optimizing power/space use, particularly with renewable sources like solar. By leveraging advanced storage technology and AI, we can maximize the efficiency of solar power, balancing supply and demand more effectively and reducing waste. AI-driven systems can anticipate energy needs, adjust storage use in real time, and improve overall grid stability, making renewable energy sources more reliable and sustainable.
@uniqued4veАй бұрын
The ending is spoken directly from my heart. This is a talk for the books.
@robertcatanzaro2982Ай бұрын
Excellent talk, need to include information on how significantly it will improve our balance of payment deficit. Billions not being spent on importing oil, LNG and continental HVDC nuclear. We keep our own money is a massive benefit to society as well.
@phvaessenАй бұрын
and we create local jobs to build the renewable infrastructure, enabling energy independence, reducing wars in the future.
@PeterBirettАй бұрын
Although the material is bought from China? That‘s a new dependency.
@daviddgm5527Ай бұрын
Yep 40% of maritime traffic is transporting FF: coal, oil & gas.
@daviddgm5527Ай бұрын
@@PeterBirett Yes But the rest of the world have been asleep at the wheel thinking the transition/transformation wld take as long as it took us to move from horses to ICE, from cottage industries to industrial cities. China has/had the advantages of cheap labour and unilateral decisions by a single party govt.
@jmoney469529 күн бұрын
Instead you need to import either raw or processed rare earth metals to build the physical hardware, or buy manufactured goods such as wires, solar panels, batteries and transformers. The upfront cost is actually much higher, but the marginal cost is much lower long term. This has the property of increasing the deficit in the short term, but frees up more capital long term.
@MjMurphy777Ай бұрын
This is such an uplifting message and so well presented. 👍👏Here in Canada it still feels as if we are years away from this🫤
@DP-je2skАй бұрын
I'm in Niagara and I switched to EV in 2016, with a 2nd EV now in my driveway. I added a large solar array at the back of my property last year. I replaced my hand mower and all the yard equipment to battery models. I switched over my clothes dryer and water tank to heat pumps and as equipment needs replacement, I electrify wherever possible. I also added a moderate size battery as a backup for my home. I've been accurately tracking my performance in the hope that I can show others that this is very much possible even in Canada. It's been absolutely fantastic for us.
@cyberslim7955Ай бұрын
@@DP-je2sk This is democracy for real in action! Great read, thanks for sharing!
@globalfoodaction6748Ай бұрын
We have one of the cleanest electricity grids out there. Quebec is basically emissions free electricity and ontario is very low.
@MrDerooderooАй бұрын
This is really inspiring and uplifting. Is it too little, too late though?
@cyberslim7955Ай бұрын
@@MrDerooderoo No, it's excellent news! Think about it: China is exporting democracy (for energy production) on massive global scale with solar panels and batteries!
@EmuMan44Ай бұрын
Tony seba was saying this 10 years ago
@darrentroypearsonАй бұрын
Watch his latest stuff, it's mind-blowing. Electricity, transport AND protein/food cost all going to zero. NOBODY gets the change on the horizon.... Except Tony Seba.
@aaronsinspirationdaily4896Ай бұрын
@@darrentroypearsonabsolutely 100%. It’s mindblowing how accurate he has been.
@h-k780426 күн бұрын
It was not difficult to see, just many idiots kept arguing against facts
@kevinmcgrane42799 күн бұрын
Yep! I have his book, copyright 2014.
@featuring79Ай бұрын
Thanks, Gerard, brilliant as always!
@ForbeseUKАй бұрын
Brilliant and concise I've been saying this (with a little more emphasis on wind mixed into the debate) for the last two years. Spot on.
@williamharding9753Ай бұрын
I have been in China for the last 3 months travelling around the country, i can confirm electric cars, scooters, trucks ,taxis, and buses are everywhere Some cities I would say that 60 % of the vehicles on the road are electric
@jacobheinz8236Ай бұрын
Lol, I was on business in China some 15 yrs ago and we came across electric scooters... 15 years ago! The Western civilisation has fallen behind bigtime!
@pelosilee9451Ай бұрын
@@jacobheinz8236 Electric scooters are everywhere in China,South Korea, South East Asia,India. Maybe the west don't need electric scooters.
@JohanDanielAlvarezSanchezАй бұрын
How is the noise and the quality of the air?
@mv80401Ай бұрын
Many of the electric scooters in Asia use a subscription model for reloading full batteries. It's hard to overstate the positive impact on air quality as they take highly polluting 2-stroke engines away.
@williamharding9753Ай бұрын
The cities with the largest and quickest adoption of electric vehicles are quieter, and the air is cleaner and clearer than the cities lagging in adoption Every city that I've visited is moving quickly to electric vehicles including cars,trucks, vans scooters, tricycles and buses @JohanDanielAlvarezSanchez
@chip237328 күн бұрын
I would like to see a chart showing how much land would be required for renewables to produce enough electricity to provide all of our energy needs, including lighting, HVAC, refrigeration, industrial processes, transportation including ships, planes, trains, trucks, buses, subways, automobiles and scooters. Given our ever increasing demands for energy, it seems inconceivable that renewables and batteries alone can solve this. We have yet to produce a single airliner or cargo ship that can be powered by electricity alone. And calling a hybrid an EV is misleading. In China Hybrids are flying off dealer lots. And the media is labeling them as EVs. They are not. If it can drive across the entire country and never need to be plugged in, it is not an EV. I am very optimistic about the future but we need people to understand the magnitude of the challenge. This talk is very upbeat, but glosses over the difficulties ahead.
@finnedmonkey24 күн бұрын
The problem isn’t production, it’s distribution. His slide showing the grid changing to distributed power will require trillions of dollars to create the scale and reliability expected of our energy systems, and we only invest 1-2% per year to deal with maintenance and small scale growth. We have already hit exponential growth on power generation … we are ten years from that to deal with the transformers, high voltage power lines, and the rest of the smart grid needed to leverage the opportunity.
@IverKnackerov23 күн бұрын
You wrongly assume we will use the same amount of power going forwards.
@davidpost421622 күн бұрын
A very big problem today is the waste of energy by excessive consumption of unnecessary goods and services, way too much focus on meat production for our protein needs, poorly designed communities that don’t allow for much walking or bike riding, excessive vehicle weight, and poor building design. Fix those and our energy needs would probably drop by 75%.
@J4Zonian16 күн бұрын
@chi But 70 countries & a hundred studies show renewables can provide all the energy the world needs, many, many times over, cheaper than energy is now, with 1 thousandth the mining & a tiny fraction of the health & ecological costs. Renewable energy takes less land than the current system. High speed rail will connect the world & there are indeed ships powered entirely by renewable energy. The fact that no country is doing it exactly right doesn’t mean it can’t be done right; it means the people, corporations, & governments put in power by our previous energy system have no interest in doing anything right but enriching & empowering themselves. Since renewables do the opposite, they’re being opposed by every means possible. Internet trolls attempting murder by multiple speed bumps included. Electricity was always the easy part of renewablization; the hard parts--concrete, steel, shipping, flying, plastics...also have solutions & most are proceeding, though always too slowly because of...well, you know. “NREL: How Much Land for Renewables?” This Is Not Cool, March 1, 2023 Electrify, Saul Griffith
@dannybrashear585712 күн бұрын
It takes only 3 to 4 percent of the land mass to produce enough electricity to replace fossil fuels with solar.
@BT_BatteryTechnologyАй бұрын
Gerard, your call for Europe to "wake up" regarding its role in the energy transition really hit home. What concrete actions can individuals, businesses, and policymakers take to accelerate innovation and development in this crucial sector? 🤔
@fayezfamfa22 күн бұрын
what a great presentation . a quick correction to what Mr.Gerard said at 02:10 that if you are using led acid battery in your smartphone then the weight will be around 5 kg ! i kind of disagree for the following calculations : Lithium-ion batteries (used in most smartphones today): Energy density: Approximately 150-250 Wh/kg. Example: A typical smartphone battery capacity is around 12 Wh (e.g., 3,000 mAh at 4 volts). Weight: 12Wh /150 Wh/kg ≈ 0.08 kg (80 grams) Lead-acid batteries: Energy density: Approximately 30-40 Wh/kg. To achieve the same 12 Wh capacity: 30Wh/kg 12Wh ≈0.4kg (400 grams). so Weight Impact : A smartphone using a lead-acid battery would weigh 5 to 6 times more than one with a lithium-ion battery. This would make the battery alone 400-450 grams, compared to the lightweight 50-80 grams of current lithium-ion batteries. someone will say but this is only the weight of the Led-Acid battery only ..how about theother parts ?! so let's say the battery weight is 0.5 kg ....are you gonna tell me that the rest of phone parts will reach to 4.5kg weight ! is yes then please stat the math !
@PJWoodbury-SpeedАй бұрын
Best presentation for the future world energy structure . Do hope the Elected Politicians take heed and make this happen . It will be very good for the planet's future , I worry for my present children and grandchildren. Our old house now has a full solar system with 40 Kw battery storage system. At 78years old we will leave it to the family .
@kevinmcgrane42799 күн бұрын
Brilliant, spot on assessment of the situation.
@barryyoung29 күн бұрын
Interesting talk. Overly optimistic on timescales and storage costs, technology and ability to scale.
@KsiNixNie23 күн бұрын
Erm, nope. The IEA has structurally under-estimated the deployment of solar. And they continue to do so. Same about storage costs. The rest of the world is not going to wait. But USA and Europe could be royally f*d if we don't wake up to this new reality.
@stevegroz446723 күн бұрын
Everyone in the western world need to hear what this guy is saying!!!
@Konservator69Ай бұрын
Brilliant speech and timely warning. Will Europe able to join the new tech leaders or continue its long-going slight decline over years?
@mikeklein4949Ай бұрын
Beautiful succinct, tight, clear presentation. Thank you Gerard.
@policeman1104Ай бұрын
Great talk Gerard. We need to wake up and act in europe
@geniebАй бұрын
Gerard, that was a brilliant speech and it looks like it is based on solid data, my favourite kind of data!!!
@markdev4796Ай бұрын
This supports what I have tried to tell people, US will put up walls and become isolationist and reliant of fossil fuel revenue, the geopolitical landscape will shift and the US and EU will become increasingly less relevant as global powers
@laughinggas5281Ай бұрын
We will become like Russia which is still entirely fossil fuel dominated power generation
@fan2hd277Ай бұрын
That‘s why we need to ditch the blind alliance with the USA. It will doom the EU if the USA decides to go full empire mode.
@busybeeteachАй бұрын
Thank you Gerard--The future will be the present very quickly. But then we will be still living in the past and trying to catch up. Thanks go out to our business leaders and politicians.
@christopherhiemstra1070Ай бұрын
The people have not spoken so the leaders have not decided to do it on their own. Blame the people maybe…. They elected their leaders who don’t chose difficult decisions to adapt, pivot and change
@guidokorber2866Ай бұрын
Excellent talk. Basically the writing has been on the wall for two decades. But as usual with technological disruptions the old players do not get the point. But at least the orchestra is still playing in the Titanic.
@rstcologneАй бұрын
Problem is, it’s not just the old players. It’s most of the people and therefore the market. The traditional car manufacturers got it. Late but they got it. People are just not buying. Why, not because the product is bad but because they are slow to change. A key problem in Europe but also in the US is that we do not embrace change even if it’s clearly good and even better than what we used to do. EVs are so much better than CEVs except for range which in reality is not really a problem but it is what everybody is complaining about. Most people focus on the one small drawback and overlook the big picture. And if the government does a little push the people vote conservative or worse to stop the change. Problem is, meanwhile in china, companies are mass producing, the huge market is buying and by the time the slow Europeans are getting it, competition is futile. It’s not just the old players, it’s primarily us. You, me, nearly everyone in one or the other area.
@ResiliencyForLifeTorontoАй бұрын
Spot on Gerard. Thank you.
@TCGill19 күн бұрын
An inspiring and informative talk :)
@sblun49Ай бұрын
Absolutely spot on - this is well worth a watch!
@saitenspieler3489Ай бұрын
Great, thanks! Fully share your view, being an economist myself.
@MrDael01Ай бұрын
I get heartburn when people claim electricity costs just so and so many cents per kWh and cite just the cost for their PV and battery. God damn no, be honest please, that's not the whole cost, you nitwit! You still need to pay for the whole system you're connected to, and which you draw power from as backup in the dark season. Germany is not California, we're at 54° north, you will never be able to power this country just with PV in winter. We have almost 100 GW of nominal PV capacity and in winter it has a capacity utilization of maybe 5-6%. You need the backup systems only part of the year but have to pay for them all year round. Please figure that into your optimistic TED talk next time.
@doinitforthestreets27 күн бұрын
Exactly. This man is a delusional ideologue. This way if thinking is already destroying the economy of Europe
@rasmusmose8059Ай бұрын
Great video. I hope you'll be right about the future
@DanielWillis-q2gАй бұрын
No hope required, it's an economic inevitability. The only problem I see from the Western perspective is that the country with the most energy is the global powerhouse and that is going to be China. Nobody else is even close to them.
@jamesdean0885Ай бұрын
Sounds amazing. Really hope we can get this stuff going and easy for peeps. 😊
@rickrys2729Ай бұрын
US may increase our already large investments in oil and gas production but China invests in solar, wind, batteries, EV's, and a strong grid. How is that going to work out?
@elinys2843Ай бұрын
If US (influenced) economic sanctions against China don’t work out, US will try to provoke China into a war, probably over Taiwan. Same as it did with Russia, over Ukraine.
@Akira28220 күн бұрын
And they have more nuclear plants in development
@FirehawkVFXАй бұрын
The baseload problem is not solved or addressed in this presentation. Its a bit reductive. It’s more about energy mix to acknowledge the future.
@kasmstamps1897Ай бұрын
But it does. You're missing it. Batteries. In 2025, battery storage will overtake pumped hydro storage (which had 100-1000 year head start). MegaPacks are coming (they are already here) with new factory in China half built.
@zeitgestigАй бұрын
@@kasmstamps1897batteries do not help with the baseload. Its a peak storage if it is very sunny. You cant even stretch a day with these batteries, and if you buy 10+ kwh in you home you throw money out of the window. It will never amortize. 10 kay for solar system, well thats 10 year’s electricity in expensive germany, why buy solar now??
@minshi1881Ай бұрын
China is building a large number of pumped storage power stations to solve the problem of stable output of photovoltaic power generation at night or unstable wind power generation. It will build 200 energy storage pumped power stations with the power generation capacity of 10 Three Gorges Hydropower Stations (25 Hoover Dam power generation capacity) within ten years. Furthermore, the large number of hydropower stations in the western plateau area will be combined with solar panels and wind power towers built on the desertified land on the plateau, and the hydropower stations will balance the balance of power generation and consumption.
@FirehawkVFXАй бұрын
@@kasmstamps1897 do we want to be the first nation to do that? I'm interested in guarantees, or at least smaller ones that prove it first.
@FirehawkVFXАй бұрын
@@minshi1881 Looking forward to seeing the first country to handle baseload like this.
@ronfarnsworth7074Ай бұрын
What a great ending, "Lose the arrogance". Absolutely.
@zeitgestigАй бұрын
People who threw their money into solar or an overexpensive electric car are often very arrogant
@ronfarnsworth7074Ай бұрын
@@zeitgestig How so? What fossfuel car compares with popular ecars like model 3 or Y for the money? And operating costs? Had a ride in an ecar yet?
@mrboy5283Ай бұрын
@@zeitgestig guy in finance spoke for people in finance who i guess have money but it wasn’t clearly stated, kinda just assumed… people with money, had and continue to have (old) money, are high on something. Guy didn’t even have to finish his point. Just had to remind us by saying nothing really but some words that sorta buzzed followed by that “we know.” Tbh though, i don’t know and he said i do so i guess i do but really i don’t know. It sounded like a whole lot of nothing but i feel better when i believe him that i know and i feel right and actually that’s not something, that’s everything.
@J4Zonian15 күн бұрын
@@zeitgestig Not like fossil fuel oligarchs & far right politicians who have denied overwhelming science for decades, lied about the solutions to the most dire & urgent crisis in history, & are in the end stages of their fascist takeover of the US & much of the rest of the world, of course. Humble servants of the lord, those folks...
@J4Zonian15 күн бұрын
@@zeitgestig Solar & EVs make sense on every level including financial. EVs cost of ownership (TCO) is lower than ICVs & dropping every year.
@mja4wp22 күн бұрын
I agree with this presentation; excellent graphs. The only point I don't see as being true, is the notion that China is capitalizing on Energy disruption tech in order to reduce carbon footprint or any other virtuous notion. China is and has been energy dependent on foreign imports, which means China is dependent on US Navy (outside S China Sea) for maritime security. China's main goal in advancing clean technologies is to advance their hegemonic goals and reduce their dependence on foreign imports for energy. I'd also note, that China is still commissioning Coal Plants in addition to clean tech power. Becoming aware of the CCP's short and long term strategies with regard to ROW (rest of world) is something everyone in the West should familiar with.
@jaadotechАй бұрын
His last point is the strongest and most poignant; “China saying “hey we don’t have any technology in internal combustion engines, let’s jump on electrification and let’s dominate” this is exactly what has happened, what’s happening and on the last graph it shows that oil related industry has $50 trillion of assets (the biggest chunk of any asset group) and all $50 trillion doesn’t relate much to the electrification future! Great point to highlight the reluctance from the incumbents!
@leighscollectionАй бұрын
Excellent talk!!
@Simple_Mind11369Ай бұрын
Except the part where he said the UK is the only one buying Harleys. It is a lie. Americans love Harley.
@martinbovin5291Ай бұрын
Interesting speech! When I’ve travellled in China cities it feels so much more modern than Europe and US. The speed in development is insane. My bucks will go into renewables.
@laughinggas5281Ай бұрын
They are more modern. They were built in the last 30 years not 100 years ago
@DaRockCRXАй бұрын
one really important point misses: All devices also don’t run without oil! none would even be there without oil as it is the base for all commonly used polymers. We should not forget that.
@JuliusFawcettАй бұрын
Putin is very displeased with this video
@djt8518Ай бұрын
I saw Putin laughing with delight the day the us died since the election none of this matters no one will be buying any thing just trying to survive bye bye miss American pie
@JohanDanielAlvarezSanchezАй бұрын
And the whole OPEC.Thils will end a monopoly on energy that have been strangling the world for a whole century. Financing corruption and suffering world wide.
@chubiforever117 күн бұрын
Quite the contrary. His country shares the largest border with what will be the greatest market in human history. Russian grandchildren will be laughing their way to the bank
@Brett-ui9zqАй бұрын
Hard to take any of it seriously after he says (3:00) that 95% of scooters in SE Asia are electric. As someone who lives in SE Asia, and travels around the region, over 99% of those on the road are internal combustion, and over 90% of new scooters sold are internal combustion.
@VinoVeritas_Ай бұрын
Do you live in all of SE Asia? Or just a solitary city/town?
@dougyd9743Ай бұрын
China would be 90% electric scooters, but yeah, Vietnam etc is still a lot ICE
@cre8tvedgeАй бұрын
Cherry picking is making your face red. Both his line in the video and your retort are anecdotal. I do know that Norway's EV sales are over 90% of all new models. The US is18%, China is 50%. I also know from reports of studies that electric scooters and bikes outsell electric light duty vehicles. Regardless of whether you are correct you won't be for long. To clarify further your nitpick is not evidence of the accuracy of Gerard's analysis that renewable energy is an unstoppable revolution. That's regardless of how much you want it to not be which is the hidden message of your post.
@mickm7422Ай бұрын
I am assuming he mis-spoke and meant China specifically. Because anyone who has traveled through SE Asia will agree with the posters comment.. SFA electric scooters to be found.
@luting324 күн бұрын
China will be 100%, or very close to. I didn’t see ICE scooter there at all
@RalfSigmundHamburgАй бұрын
Thanks Gerard! I totally agree with you on the energy disruption. At the same time AI and Robotics disruption are happening at relentless speed. Share your concerns. Europe utmost challenged by Electrification (China) AND AI/Robotics (US) at the same time.
@MrNiujАй бұрын
How can our leaders be so blind.
@philwelling7172Ай бұрын
It’s called the incumbent mindset. You can be the best in the world in your field of expertise and entirely miss the disruption happening around you.
@patrickmchale7358Ай бұрын
@@philwelling7172 I agree with your comment, it may have been implied but I also think that the incumbent's power and greed associated to people/corporations they know and are heavily invested in.
@5353JumperАй бұрын
Paid to be blind by the global fuel oligopoly.
@lucyng-pellicioli916Ай бұрын
It's the arrogance, according to the speaker.
@HarveyMillstoneАй бұрын
"How can our leaders be so blind?" $ and lobbying from oil and gas industry combined with voters grasping to hold onto employment in that same industry. Self-interest is a powerful motivation without employment alternatives for them to move to.
@alexishart1989Ай бұрын
This guy actually gets it.
@martygrooverАй бұрын
Don't worry, our leaders are working on a solution: 100% tariffs on Chinese tech 😒😒
@TimoTanToto24 күн бұрын
That is a clear explanation... Thanx U Sir for your Presentation...🙏🙏🙏🙏🙏 Suistanablity is all what we need..., for The World shake...🙏🙏🙏🙏🙏 I hope AS & Europe can work side by side with China to a better Future..., even as a "Competitor"...🙏🙏🙏🙏🙏
@zettaiengineer4202Ай бұрын
The obstructionists/opportunists in the US are delaying the rollout of solar. Tariffs, energy incumbents, environmentalists, and labor each contribute to the huge markup in the deployment of cheap solar panels.
@syedfzАй бұрын
Very excellent talk
@tooneepooАй бұрын
8:45 I disagree with "Its not nuclear" - and so does China.
@felixwalton4612Ай бұрын
Incredibly important! We need less climate activism and much more clean energy industrialism
@Rainbowhawk1993Ай бұрын
Much easier to convince people to make more clean energy instead of telling them to use less energy in their lives.
@mkenya_engineer24 күн бұрын
Am an Electrical Engineer and I confirm this is true.
@jimwalker303913 күн бұрын
Great speech
@etienneseitz3653Ай бұрын
Love this keynote! Gives me hope 🙏❤️
@valter_silva_auАй бұрын
I'm seriously considering in learning Mandarin! The Chinese are doing amazingly well!
@rustyheyman214Ай бұрын
China is in demographic collapse. My opinion is China doesn’t want to be energy dependent
@romanreiter780625 күн бұрын
Great Video 👍🏻
@cyberslim7955Ай бұрын
Great talk/presentation! You could drill even much harder on the TOC facts.
@B880Majumapan19 күн бұрын
Thanks Gerard.. Very clear presentation for future smart green sustainable energy. It should be inspired leader across the world to make quick action to create environment better.
@flutieflambert17 күн бұрын
100% correct. Isn’t it amazing how blind the incumbents are to their own demise? Just like Kodak vs the iPhone.
@joannachen249918 күн бұрын
this is so good
@4k-relax-footageАй бұрын
Great presentation. China is taking the opportunity. The US and Germany have to follow or will fail.
@jafarali-rj8ouАй бұрын
Thank you
@MichaelByrt-b6c23 күн бұрын
Great talk, don't lose a little bit of the arrogance, lose all of it, arrogance is simply stopping the balance, arrogance is like fossil fuels, we don't need, it's not compulsory
@midnightlightning1Ай бұрын
What about the elephant in the room? I have just spent 2 months deep diving a domestic solar installation. Long story short, I can easily generate more energy than I know what to do with, and store enough to keep me going for a day or two in summer. BUT, in autumn/winter I will have many days when I generate virtually nothing. I am in the UK, its November, and in the past few weeks we have had high pressure sat over the whole country, and much of Europe. UK wind power production dropped from c40%v to c7% due to lack of wind, Solar has produced virtually nothing as we have had heavy cloud for weeks. Storage is absolutely key to the success of renewables but will we ever have enough storage to keep the country, including charging EV's etc, running for weeks when the weather isn't cooperating? As far as I can see the answer is no, at least given current technology. So, how do we get around this issue. As far as I can see, it means we have to continue to have traditional Nuclear, Oil, Gas etc on standby to plug the gap when renewable power is not available. And if this is the answer, at least for the foreseeable future, the cost of maintaining these systems needs to be factored in and will have to be passed on to consumers.
@ericapierce1594Ай бұрын
Wave power doesn’t stop with weather change or lack of sunlight. We can also buy clean energy from neighbours and allies.
@midnightlightning1Ай бұрын
@@ericapierce1594 Its not that simple. Waves are generated by wind so when you have large high pressure areas the waves are diminished and its not unusual to have flat seas. This idea that we can just get stuff from abroad is also fatally flawed and a MASSIVE risk, whether it is food or power (Look what happened with Europe's dependence on Putin's gas and oil, and the impact on food supplies during the pandemic). This mad race to net zero means, that in order to replace oil and gas, the whole world need orders of magnitude increases in energy production. You can easily estimate how much more power will be required, and I encourage everyone to do it. For example a gallon of petrol is equivalent to around 43 kWh of electricity. The average car user in UK does 7400 miles a year so multiply that up to get the kwh equivalent. Then multiply by number of cars in UK (19.2m), then factor in ICE efficiency (40%). That gives you a rough estimate of how much EXTRA generation capacity is needed just to replace Petrol cars in the UK each year. Then this madness also requires Diesel cars to be replaced (11.5m), and home heating by gas and oil boilers, and Gas, Coal power stations. Do the math and compare the result to current UK capacity. I have done the calculation but I'm not giving the answer here because no one would believe it - you will when you do it yourself. Now consider that all western countries are doing the same. There will be no energy available to export between countries, if the government continues with net-zero something will have to give. I don't see a way to generate the energy required, we would need many new nuclear power stations on-line by 2035 so something will have to give. Energy Rationing? A ban on personal cars? Just price people out of using energy - let them choose between heating a home or driving a car? No one seems to know, or they are not saying. Personally I wont be rushing to get a heat pump until I see where the power is going to come from. If by some miracle the energy could be generated by renewables the storage issue becomes unimaginable. If you did the calculations for all the above I suggest you now estimate how much energy storage will be required to keep the country running for say one month when Wind and solar are not available. I am 100% in favour of renewables but I cant see how net-zero is achievable and its going to do massive damage to our economy, possibly for nothing as there is evidence that even if CO2 was a factor in warming, its effects have already peaked. UPDATE. An easier calculation for cars is to take the average miles/kwh (3m) and multiply by the number of miles pa and then by the number of licensed cars in the UK (30.7m petrol and diesel) - bear in mind this doesn't include transmission losses or DC conversion losses. Replacing Gas heating is 11500kwh/3 (ave gas kwh pa divided *30% to account for heat pump efficiency) x 22.2m (houses heated by gas). Spoiler alert, we need to double current production just to move to EV's and Heat pumps.
@sarcasmo57Ай бұрын
Need to really invest in education over here.
@agaragar21Ай бұрын
Wonderful!
@benartee949317 күн бұрын
Very interesting talk. Worrying too, but hey.
@philiphawkins468421 күн бұрын
The reality is that power demand is going to go through the roof once everyone goes electric with cars and lorries. Currently there are still so few electric cars, at least in the UK. But I would imagine across the world electric cars make up less than 1%.
@brentfugere8604Ай бұрын
His three are all spot on but there's a fourth. Energy conservation here in the US the waste is astounding I'm an electrician and it's painful to see all the waste.
@sblun49Ай бұрын
Excellent point - 50% of the effort needed to get to Net Zero is in "not wasting" energy
@UltimatiEnergieDeutschlandGmbHАй бұрын
Energy disruption is here, and we’re all in! 🌍⚡ Solar, advanced batteries, and energy intelligence are rewriting the playbook on sustainable power, with China’s clean tech leadership driving big strides forward. At Ultimati Energie, we’re thrilled to be part of this revolution, crafting storage solutions that empower people to truly own their energy. Imagine a future where renewables aren’t just an option-they’re the norm. Who’s ready to leap into a cleaner, smarter energy era? 🌞🔋
@pelosilee9451Ай бұрын
"And for those who have not been to China, go to the country and see what's going on and understand the competitors we have there......"
@dasdawn991425 күн бұрын
Very correctly called out OPEC
@hubertg1454Ай бұрын
The USA developed solar panel technology, for 25 years they invested R&D and a lot of capital, and today many of their companies are bankrupt, it is not China's fault, it is their economic system that always directs most of its efforts in oil and maintain geostrategic hegemony. The advantage that battery producers like CATL have over American companies is unattainable.
@BrianBetronАй бұрын
Nice job
@johnaugsburger6192Ай бұрын
Thanks
@openureyes22 күн бұрын
It still costs over 12000 euros to set up your house for solar in Ireland and you get a grant of around 3000 most people cannot afford that
@josephdoblerАй бұрын
super interesting!
@harveytheparaglidingchaser7039Ай бұрын
That was interesting
@NickGj-k7vАй бұрын
Brilliant speech about energy transition. May be good idea the speaker to confront publicly Prof. Simon Michaux on these subjects? This will be very beneficial for the public. Vo: Prof. Simon Michaux is a Senior Scientist of Geologica of Finland, Espoo (GTK).
@fayezfamfa21 күн бұрын
at 07:40 Mr. Gerard is saying that the claim that : there is not enough Lithium & copper ..is not correct ? here is my viewpoints : - Lithium is more likely to face near-term supply constraints due to rapidly growing demand and slower mining/refining capacity expansion. Long-term solutions like recycling and alternative chemistries may balance the market. - Copper is more abundant but could experience supply-demand mismatches due to underinvestment and declining ore quality. Both materials are critical for the green transition, and sustainable practices, recycling, and alternative technologies will be crucial to ensure sufficient supply. Gerard also mentioned that those two elements are recycable ! ok ...but did he mentioned that there is a huge complex cost behind that ?! here is my viewpints : - Lithium itself can be recycled, especially from used batteries. However, the lithium recovery process is complex, and recycling rates are currently low compared to the potential demand. Current Recycling Challenges: Complex Chemistry: Lithium is often found in battery chemistries like lithium-ion batteries, which are difficult to disassemble and process. Economic Viability: The cost of recycling lithium is often higher than extracting it from natural reserves due to energy-intensive processes. Technology Limitations: Current technologies prioritize recovering more valuable metals like cobalt and nickel over lithium. Infrastructure Gaps: Insufficient facilities to handle the growing volume of end-of-life batteries. - Copper is one of the most recyclable materials and can be recycled indefinitely without loss of quality. Around 30% of global copper demand is already met through recycling. Challenges: - Sorting and separating copper from other materials (e.g., insulation in wiring). - Contamination or alloying with other metals can complicate recycling. Key Takeaways - Copper is highly recyclable and already has a well-established recycling infrastructure, making it a key component of a sustainable materials economy. - Lithium recycling is less developed but expected to grow significantly as demand for EV batteries rises and recycling technologies improve. Investments in recycling and closed-loop systems for both materials are critical for meeting future demand sustainably.
@TheSolarGuyJKАй бұрын
I love this guy! I love his Podcast with his friend!
@SoniaDiaz-zo4wrАй бұрын
And with the election outcome in the US, there is no hope to get on board the electrification opportunities.
@John-p7i5gАй бұрын
True. Go to China and look at their innovation and r and d. Also look at their strict immigration and strong cultural identity. Their emphasis on merit. These things are related and none of these things exist in Europe or the West.
@blessingndlovu9037Ай бұрын
Excellent Talk. The type of stuff that would make Western and Big Oil legacy company's cringe.
@FlameofDemocracyАй бұрын
Wind, hydrogen, geothermal, valorization, and recycling are also worth considering.
@fan2hd277Ай бұрын
My conclusion would be to survive: if you can’t compete join them and then try again when you can compete again.
@christianwetzel5133Ай бұрын
Es wird so kommen! Leider sind manche im Denken nicht schnell genug.
@SohelMahboobАй бұрын
I used a generous 'spacebar' activity on the presentations, also copied on the facebook wall, to do "Some books are to be tasted, others to be swallowed, and some few to be chewed and digested” is a quote by Francis Bacon" kind of job!
@chrisperry3525Ай бұрын
3 years ago bout a Model Y, it was $4k more, total price, than a similar subaru. And the energy to drive it is $90/month now, the subaru i sold cost $250 in gas. I have solar panels coming by the end of February. No battery here...at this time anyway it's a watt for watt trade - if you use more than you make you pay them (retail price), if you make more than you use they pay you. Wholesale of course. I thought about 'balcony' solar, but I use so much I went/had to go big. It's leased - so no cost out of my pocket, lease is less than my current bill - but it's teh investors footing the bill as you say.
@h-k780426 күн бұрын
China is amazing
@jomckeag4482Ай бұрын
Although green energy (solar & wind) availability is increasing (percentage of total energy use) fossil fuel use continues to grow - green energy is NOT displacing fossil fuel use. Additionally, although recycling is often mentioned there IS NOT enough raw material or recycling material available to convert our energy use to electricity. Finally, the manufacturing of semiconductor related solar panels is dependent on fossil fuels. Mining is dependent on fossil fuel. Transportation depends on fossil fuels. Plastics, fertilizer, building materials…all fossil fuels -
@sblun49Ай бұрын
Key though is not *burning* oil - we'll still need it for plastic but we don't need to burn it. Mining is being heavily electrified already. You're right that green energy is currently covering off growth but not really reducing fossil fuel use for energy. That starts to change with EV's and heat pumps though. An EV uses about 1/8th of the energy to travel the same distance as a combustion car. A heat pump uses 1/4 of the energy to heat a house compared to gas etc..
@chrstopherbroughton130Ай бұрын
The point he is making is about peak oil being imminent and there will be a reduction in hydrocarbon fuel use. This means a transition period will follow and result in a price reduction for oil which may slow the transition. The regenerative method of farming has been demonstrated to produce the same amount as 100% fertilizer use with only 10% of fertilizer use and slightly less with zero. “The Biggest, Dirtiest Secret of the Energy Industry” video stated that an EV even with coal generated electricity produced less overall CO2 than the equivalent ICE vehicle.
@binmanblogАй бұрын
The new battery chemistries are making lithium look old fashioned and expensive. Sodium batteries will be the next big step forward, unless something cheaper than than salt comes along.
@davesradiorepairs6344Ай бұрын
Energy is NOT the only industry that China leads the world in so many areas and technologies.. There's too many to name here..
@jeffoneill3429Ай бұрын
Excellent presentation.
@lisizecha9759Ай бұрын
That's why we need a level playing field with Chinese substitution for land, investments, and, in some cases, forced labor
@lucyng-pellicioli916Ай бұрын
@lisizecha9759, it's brainwashed people like you who talk about "forced labor" that need to go to China .