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Cake day: August 14th, 2023

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  • Yeah, the IRA and Infrastructure Bill steer about $67 billion to railways, $80 billion to transit systems. And even though a lot of the other spending goes towards the status quo of car-based passenger transportation, electrifying that will go a long way towards reducing carbon emissions.

    And there are some more ambitious ideas baked in, too: redesigning cities to require less car infrastructure and overall energy use, etc.

    I thought it was a big deal when passed and honestly can’t understand why people who care about climate don’t acknowledge just how big of a deal it was (and how devastating that so much of the money authorized will now be in control of a Trump administration).


  • The Inflation Reduction Act included $65 million in research grants for low emission aviation and $245 million in development of biofuel based Sustainable Aviation Fuel (aka SAF). And the $3 billion in loan guarantees for manufacturing advanced vehicle technologies included certain aircraft.

    There were also $5 billion in loan guarantees for shutting down our heaviest polluting power plants or retooling them to greener generation methods.

    There was $3 billion in buying zero emissions vehicles and charging infrastructure for the postal service.

    The Inflation Reduction Act, which inherited a lot of the stuff from the Green New Deal, was a lot of things, and I don’t think I’ve ever heard it called deeply unserious before today.


  • I haven’t combed through the data in a minute, but I want to also say that they’re also leading in fossil fuel deployment too.

    Yup, China is also leading the planet on new coal plant construction. As of 2 months ago, it seemed to be on track to add 80GW of coal generation capacity in 2024 alone, and accounts for more than 90% of new coal construction.

    By way of comparison, the US peaked in total coal plant capacity in 2011 at 318GW, and has since closed about 134GW of capacity, with more to come.

    In context, what we’re seeing is massive, massive expansion of electricity generation and transmission capacity, both clean and dirty, in China. We can expect China to increase its total carbon emissions each year to be closer to the West, while the United States reduces its own from a much higher starting point. Maybe the two countries will cross in per capita emissions around 2030 if current trends continue, but there’s no guarantee that current trends will continue: will the United States continue to shift from coal to gas? Where does grid scale storage, electrification of passenger vehicles, demand shifting, or dispatchable carbon free power go from here, in a future Trump administration? What’s going to happen with the Chinese economy over the next 5 years? What technology will be invented to change things?



  • There’s been some reporting that Musk’s Super PAC has been paying its workers so well that it’s poached a bunch of the volunteers from the official campaign, and is so poorly run/audited that a lot of the workers are entering false data into the canvassing reports to qualify for bonuses. If that turns out to be true, then it will have been the case that Musk is burning his own money while hurting the Trump campaign.

    I’m not ready to call the race, but stories like this at least reassure me that for Republicans, they’re not sending their best.



  • was in charge of the prison where he died

    Technically the president delegates that to his Attorney General, who in this case was the son of the guy who first hired a totally unqualified Epstein (21 years old, no college degree) to be around high school age kids, where he was known for ogling girls and somehow showing up to student parties where there was underage drinking.

    And some blame lays with the prosecutor back in 2008 when Epstein was first charged for sex trafficking and sexual assault, who decided to let Epstein agree to a secret plea deal for only 13 months in county jail (which is really weird for a federal prosecutor to let happen), who, oh wait, was then rewarded by becoming a cabinet official for Trump.



  • Yeah, evolving lungs ended up clearing the way to make use of the much more plentiful oxygen in the air compared to what is dissolved in water. Amphibians and reptiles have pretty low metabolisms, but birds and mammals basically evolved endothermy (aka warm bloodedness), probably in support of much higher muscular power output. Ectotherms (aka cold blooded animals) have metabolisms that are correlated to temperature, which means they can’t exert themselves as well when it’s cold. Endothermy allowed animals to be warm all the time, and therefore use higher muscular power output in any environment, especially sustained.

    That means mammals and birds were able to cover more distance, and survive in places where reptiles and amphibians can’t, and all the advantages that carries.




  • One is something you choose to pay, the other you get shot if you don’t pay.

    Contract claims and property claims are ultimately enforceable by government force, as well. A “no trespassing” or “no loitering” sign, or a “Copyrighted work, all rights reserved” notice is enforceable by men with guns, too.

    If taxation is theft, the same reasoning would extend to property being theft, too.



  • Upfront costs are expensive. But operational and fuel costs are very low, per MWh.

    So take the upfront costs at the beginning and the decommissioning costs at the end, and amortize them over the expected lifespan of the plant, and add that to the per MWh cost. When you do that, the nuclear plants built this century are nowhere near competitive. Vogtle cost $35 billion to add 2 gigawatts of capacity, and obviously any plant isn’t going to run at full capacity all the time. As a result, Georgia’s ratepayers have been eating the cost with a series of price hikes ($700+ million per year in rate increases) as the new Vogtle reactors went online. Plus the plant owners had to absorb some of the costs, as did Westinghouse in bankruptcy. And that’s all with $12 billion in federal taxpayer guarantees.

    NuScale just canceled their SMR project in Idaho because their customers in Utah refused to fund the cost overruns there.

    Maybe Kairos will do better. But the track record of nuclear hasn’t been great.

    And all the while, wind and solar are much, much cheaper, so there’s less buffer for nuclear to find that sweet spot that actually works economically.



  • One of the great sins of nuclear energy programs implemented during the 50s, 60s, and 70s was that it was too cost effective.

    I don’t see how any of this has any bearing on financial feasibility of power plants.

    For what it’s worth, before the late 90’s there was no such thing as market pricing for electricity, as prices were set by tariff, approved by the Federal Energy Regulatory Commission. FERC opened the door to market pricing with its Order 888 (hugely controversial, heavily litigated). And there were growing pains there: California experienced rolling blackouts, Enron was able to hide immense accounting fraud, etc. By the end of the 2000’s decade, pretty much every major generator and distributor in the market managed to offload the risk of price volatility on willing speculators, by negotiating long term power purchase agreements that actually stabilize long term prices regardless of short term fluctuations on the spot markets.

    So now nuclear needs to survive in an environment that actually isn’t functionally all that different from the 1960’s: they need to project costs to see if they can turn a profit on the electricity market, even while paying interest on loans for their immense up front costs, through guaranteed pricing. It’s just that they have to persuade buyers to pay those guaranteed prices, rather than persuading FERC to approve the tariff.

    As a matter of business model, it’s the same result, just through a different path. A nuclear plant can’t get financing without a path to profit, and that path to profit needs to come from long term commitments.

    It can take over a decade to break even on operation, assuming you’re operating at market rates.

    Shit, it can take over a decade to start operations, and several decades after that to break even. Vogtle reactors 3 and 4 in Georgia took something like 20 years between planning and actual operational status.

    Now maybe small modular reactors will be faster and cheaper to build. But in this particular case, this is cutting edge technology that will probably have some hurdles to clear, both anticipated and unanticipated. Molten fluoride salt cooling and pebble bed design are exciting because of the novelty, but that swings both ways.


  • I still think it’s too expensive, and this contract doesn’t change my position. Google is committing to buying power from reactors, at certain prices, as those reactors are built.

    Great, having a customer lined up makes it a lot easier to secure financing for a project. This is basically where NuScale failed last year in Idaho, being unable to line up customers who could agree to pay a sufficiently high price to be worth the development risk (even with government subsidies from the Department of Energy).

    But now Google has committed and said “if you get it working, we’ll buy power from you.” That isn’t itself a strong endorsement that the project itself will be successful, or come in under budget. The risk/uncertainty is still there.


  • Bottom line: There’s no data right now that suggests a significant shift in the electoral college advantage for 2024.

    There’s a ton of uncertainty in the data now.

    2016 and 2020 polls missed Trump popularity, and about 2/3 of pollsters have decided to use recall vote weighting (that is, making sure that their sample is representative of the vote ratios in the actual 2020 results). Historically, that method has overstated the previous losing party’s support (people are more likely to remember voting for the winner, so reweighing the results the other way ends up favoring the loser), but 2 presidential elections in a row have caused some pollsters to try to make up for past mistakes. Then again, does Trump himself being on the ballot change things?

    Throw in the significant migration patterns of the pandemic era where many voters might not be voting in the same state that they were in 2020, and increasing difficulty at actually getting statistically representative poll respondents through spam filters, and there are real concerns about poll quality this year, perhaps more than previous years. Plus ballot access being uneven also might translate to actual voting biases that aren’t captured in the polling methods, either.

    I just wouldn’t trust the polls to be accurate. Volunteer and vote.


  • I agree with your general view that it’s not actually time to relax.

    But I will point out that you can’t just assume the electoral college advantage stays the same from election to election.

    Biden won with 4.5% more of the national vote. Harris currently is polling at about half that. In the EC, Biden won by only 78,000 votes despite his large +4.5% popular vote lead.

    In 2020, Biden won by 4.5% in the popular vote, but he won the tipping point state of Wisconsin by 0.6%. In other words, the electoral college was worth roughly a R+3.8% advantage in 2020 (yes, 4.5% minus 0.6% is 3.9% but when you use unrounded numbers it’s closer to 3.8%).

    Is 2024 going to be the same? Probably not. The New York Times ran an article about this last month, and the tipping point state in the polling was Wisconsin, where Harris was polling at +1.8%, only 0.7% lower than the national average at the time of 2.6%. The article noted that national polling has Trump shrinking Harris’s lead in non-competitive blue states like California and New York, or expanding his lead in places like the deep south, while not gaining in actual swing states compared to 2020.

    Note, however, that as of today, Harris’s lead in Wisconsin has shrunk to just under 1%, so we are seeing a shift towards Trump in the actual electoral college.

    Right now, Harris is showing a lead in the national polling averages, by aggregator:

    • 538: Harris up by 2.4%
    • NYT: Harris up by 3%
    • 270towin: Harris up 2.5%
    • Nate Silver: Harris up 2.9%

    It’s a close race, according to the polls. But whether the polls are actually accurate remains a huge unknown. So everyone should vote, and those with the means should volunteer.


  • I do volunteer office work for a non-profit childcare center, and have looked at their budget and their books. It’s basically impossible to efficiently do at the scale of a single center in a high cost of living city.

    If you’re paying teachers an average of $30/hour and maintaining a ratio of 4 kids to 1 teacher at all times, and covering 50 hours per week of operational time (for example, operational hours between 8am and 6pm 5 days per week), and you actually have enough staff to not pay overtime, that’s $1500/week in wages per teacher, or $375/week per student. Throw in taxes, healthcare, paid vacation, and staffing in redundancy so that you can handle illness and the unexpected, and each kid might be at $400-450/week in labor costs of the direct work of watching and teaching the kids.

    But in reality, childcare is in crisis now because a qualified worker could probably get a higher paying nanny job for 1 or 2 kids at a time, so there’s a severe shortage of workers even at that $30/hour average wage. And so there needs to be overtime, and that creeps up to $450-500/week for workers.

    And then you have the ongoing overhead: rent, utilities, furniture/equipment, toys, books, other supplies, etc. Most centers provide food, and have to contract out for that, too.

    And then there’s the cost of management. Someone needs to run the place, there might need to be something like a receptionist, and these centers often have to contract out their bookkeeping, electronic records, or even basics like running a website. Most have extra features like electronic reports and maybe even pictures/video for parents, and that costs money, too.

    So even on the non-profit side, without a profit motive or distributions to shareholders, the industry as a whole has a mismatch between the prices parents are able to pay versus the bare minimum acceptable cost of providing that service. (In fact, the nonprofit I’m thinking of has donations coming in to cover things like tuition assistance for parents who need it, or a lot of the supplies, and volunteers like me who can provide specialized labor for no cost to the center.)

    Childcare should be subsidized by the government, and there’s basically no way this industry can continue to exist based purely on revenues from parents alone. Otherwise the industry will enter a death spiral and the number of people simply unable to afford kids will grow out of control.


  • You could put Wendy’s, Walmart, Northrup Grumman, Tyson, Bank of America, whatever, into this, and just change the last line a little bit, and I still would not be able to determine if its satire or not.

    I read this as an oblique reference to the “you’re not you when you’re hungry” campaign. It’s a bit of a reach, but it works.

    Corporate Advertisement in general is almost completely stylistically played out

    It’s like any other thing with fashion or styles. Trends come and go, different eras have distinct markers, later eras may intentionally evoke references or tributes to earlier eras, or other contemporary trends in other fields.