John Merchant

@johnmerchant.bsky.social

👨🏻‍💻 Software Engineer / Consultant 🏭 Whyalla, South Australia

Given that 1.8 million barrels of oil per day are already being displaced by #EVs — before the real S-curve phase hits with 25% YoY growth — the writing’s on the wall. Every km on electrons is demand oil never gets back. No wonder the industry is panicking as it traverses a full-blown death spiral.

EVs Set to Displace 10mn b/d Oil by 2035

EVs set to displace 10mn b/d of oil by 2035 as electric vehicle adoption accelerates across global markets.

discoveryalert.com.au

The battery boom has begun 🔋⚡️ 2024: 69 GW storage added, +66% YoY. Growth looks more like smartphones than power plants—modular, fast, unstoppable. With costs still falling, 2025 will likely surge another 60–70%. The fastest-growing energy in history? Batteries + solar. #BESS #Lithium #Solar #LFP

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We’ve normalised traffic danger and pollution for decades. But freedom to drive shouldn’t come at the cost of freedom to walk safely, breathe clean air, or let kids go to school without being gassed. Road harm isn’t inevitabl, it’s a design choice. Let’s choose better.

Telstra satellite direct-to-cell appears to work for my iPhone 15 Pro in outback SA. I can send and receive SMS and iMessage, text only. There are also off-grid Telstra 4G towers with satellite, solar and what appears to be batteries. The speeds and ping are great considering how remote it is!

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Aspire 9.3 new dashboard features, day 7: It's release day and there's a surprise dashboard feature. GitHub Copilot is your new AI debugging assistant 🚀 📒 Review hundreds of log messages in one click 🚨 Find root causes of errors faster 🧠 Explain error codes using AI's vast knowledge base

Many people think solar and wind won't be able to keep the grid stable because they lack "inertia". I think solar, wind and batteries will do a BETTER job and I think you can explain it thus: - the old grid is a record player - the new grid a digital player 🧵

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Three questions lie at the heart of any discussion of the transition to net zero. How to decarbonize the grid; how to maintain grid stability; and how to do both affordably. How one neglected approach could provide a big part of the answers… mliebreich.substack.com/p/decarboniz...

Decarbonizing the last few percent

Three questions lie at the heart of any discussion of the transition to net zero. How to decarbonize the grid; how to maintain grid stability; and how to do both affordably.

mliebreich.substack.com

People keep saying “$600 billion” because it’s within the realm of sober, cautious estimates, from a trusted source (albeit with a vested interest). Given the Coalition’s history and the global track record of nuclear, it’s arguably a conservative midpoint.