JP Morgan report 2021

:energy:

  • US: 60% of transport energy is passenger vehicles whereas for China its just 25%
  • Industry as an end user is massive in China
  • In 2020, China built over 3x as much new coal capacity as all other countries combined, equal to one large coal plant per week
  • Europe gas use in large part to imports from Russia, this has geo political issues. Theres a reduction in European production of oil and gas but an increase in imports.
  • Is it about electrifying industry or creating some renewable source that can produce large amounts of heat?

Education

  • Trinity, masters of energy science, applications close next week, 24/07/21 14:14:37
  • Utrecht, have two tracts which is interesting, applications for this year closed
  • Somewhere in switzerland either ETH or epfl, applications open next year
  • Oxford, ditto for applications but has the same cross school thing as trinity
  • Computational physics might also be an option if the above don’t work out. I might have a better chance of getting it.
  • I just need to get my foot in the door I think. To learn. Gather more data.

Is decarbonisation of the industrial sector negleted?

Whats the criteria for neglected?

  • Dispropor

Notes

  • BTU: British Thermal Unit, roughly equivalent to 1.05 KJ. More or less equal to burning a single wooden match from end-to-end. Raise one pound of water one degree Fahrenheit, jesus christ god dam Americans
  • Could computation help in discover for energy issues.
  • Pilot plants https://www.eib.org/en/stories/decarbonisation-technologies
  • Could I get involved in EU or Irish initiatives for energy
  • Energy Innovation (both invention and efficiency gains) requires adoption and dispersion
  • Even if we get nuclear fusion in the next ten years (as Altman predicts) will it be in time. Or is it impossible to predict how quickly adoption occurs
  • Is there anything I can actually do?
  • Marginal productivity depends on what I can offer? And to whom?
  • Making it easier to collect energy usage statistics? Through consumers? What benefit would that have… none
  • By all accounts I am not smart enough, nor do I work hard enough to offer anything. Why tf am I trying?
  • Ok, so is industrial decarbonisation neglected?
  • I think I’d like to be in a role where I can get answers to questions that are important. So that people (icnluding myself) could use those answers to do something. This is where writing, making a claim and then trying to figure it out comes in. Maybe thats the next step for me to develop insight.
    • Maybe this is what I should be doing right now, not studying Physics
    • How does one analysis scientific data
    • What is good evidence
    • Correlation vs causation
    • All these tools I’m a rookie at.