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Message

re: U.S. aluminum/steel shutting down

Posted on 8/11/22 at 9:40 am to
Posted by tgrbaitn08
Member since Dec 2007
148031 posts
Posted on 8/11/22 at 9:40 am to
quote:

I just got notice two days ago from my aluminum supplier that prices are going down 20%.



and scrap is up
Posted by Korkstand
Member since Nov 2003
29105 posts
Posted on 8/11/22 at 9:41 am to
quote:

I'm not against renewables. They're just not a viable option simply for the fact that they don't produce consistent output.
There are many viable grid-scale storage technologies in development. Like I said, I'm confident it will continue marching on.
quote:

Also, the fact that we will rely almost completely on Chinese made solar and battery tech makes the whole point moot from a strategic point.
It doesn't have to be that way. But even if it remains so for a while, it is strategic to effectively buy a couple decades worth of energy at a fixed cost rather than remain tied to a volatile market for those decades.
Posted by Korkstand
Member since Nov 2003
29105 posts
Posted on 8/11/22 at 9:43 am to
quote:

O&G doesn't get anywhere near the subsidies of green energy. They're not even in the same ballpark.
Are you counting historically, or just leave the past in the past?
quote:

Also, at least if the domestic O&G market is left alone by the govt, they can make the decision to increase or curtail production to do something fight foreign market manipulation.
And you think all that fighting will result in stable prices?
Posted by TheFlyingTiger
Member since Oct 2009
4144 posts
Posted on 8/11/22 at 9:45 am to
quote:

The O&G markets are completely fricked by foreign actors on a regular basis. O&G has also received its fair share of subsidies.



Completely agree. what made you think I was FOR government intervention in these markets?

Also: one man's tax or regulatory break is another's subsidy.

quote:

The only way to stabilize energy prices is to drive fuel input costs to zero.


This is insane green religion nonsense and can't happen even with "renewables."

Free unicorns if we all just eat the bugs and only use ac for 3hrs/day!

Posted by upgrayedd
Lifting at Tobin's house
Member since Mar 2013
138890 posts
Posted on 8/11/22 at 9:46 am to
quote:

There are many viable grid-scale storage technologies in development. Like I said, I'm confident it will continue marching on.

I'm sure cold fusion will solve all our problems too, but just like current renewables, it's still a pipe dream.

quote:

It doesn't have to be that way. But even if it remains so for a while, it is strategic to effectively buy a couple decades worth of energy at a fixed cost rather than remain tied to a volatile market for those decades.

It does have to be that way. Just like all other manufacturing in this country, increasing environmental regulations will run the costs up to the point where it's not economically viable. Hell, the costs are far too high to even start manufacturing now.

Maybe we can just massively subsidize an already existing company. I heard there's a company called Solyndra that could be the solution we need!
Posted by Korkstand
Member since Nov 2003
29105 posts
Posted on 8/11/22 at 9:47 am to
quote:

Completely agree. what made you think I was FOR government intervention in these markets?
What gave you the impression that I think you're for government intervention?
quote:

This is insane green religion nonsense and can't happen even with "renewables."
Nonsense? You pay for sunlight and wind? Those are your "fuel" inputs.
Posted by BottomlandBrew
Member since Aug 2010
29857 posts
Posted on 8/11/22 at 9:48 am to
quote:

Which is why, you know, ya frickin plan for increases in price, based on market conditions, which have been the same for 12+ months. Like an actual company should.


I guess your crystal ball must work better than everyone else's. The major increases for fuel and energy were not known 12+ months ago.
Posted by upgrayedd
Lifting at Tobin's house
Member since Mar 2013
138890 posts
Posted on 8/11/22 at 9:50 am to
quote:

Are you counting historically, or just leave the past in the past?

I'd be willing to bet green energy, even historically, gets an exponentially larger one to one subsidy than O&G.

quote:

And you think all that fighting will result in stable prices?

It will absolutely keep them in tolerable ranges, especially if we increase use of natural gas, which the US dominates in regards to supply.
Posted by FredBear
Georgia
Member since Aug 2017
17406 posts
Posted on 8/11/22 at 9:53 am to
quote:

U.S. aluminum/steel shutting down



Bidens* America
Posted by Korkstand
Member since Nov 2003
29105 posts
Posted on 8/11/22 at 9:56 am to
quote:

I'm sure cold fusion will solve all our problems too, but just like current renewables, it's still a pipe dream.
All technology starts as a pipe dream. Some of these dreams are closer to reality than others.

Off-grid buildings are already economically viable in many cases. Why do you think it's a pipe dream? Time to wake up.
Posted by upgrayedd
Lifting at Tobin's house
Member since Mar 2013
138890 posts
Posted on 8/11/22 at 10:00 am to
quote:

All technology starts as a pipe dream. Some of these dreams are closer to reality than others.

Off-grid buildings are already economically viable in many cases. Why do you think it's a pipe dream? Time to wake up.


Off-grid buildings are only viable in places like coastal California where it's always sunny and 74 degrees. You can go play semantics with someone else.

You can keep going on with the "hopes and dreams for the future" bullshite, but as of right now, it's not a viable solution like you're trying to portray it as, especially from a strategic standpoint.
Posted by TheFlyingTiger
Member since Oct 2009
4144 posts
Posted on 8/11/22 at 10:01 am to
quote:

Nonsense? You pay for sunlight and wind? Those are your "fuel" inputs.


Yep. I do. They're called taxes.

You're delusional.
Posted by tigeroarz1
Winston-Salem, NC
Member since Oct 2013
3903 posts
Posted on 8/11/22 at 10:02 am to
quote:

We found the college freshman. So edgy!
Ha, Got a like from me.
Posted by Korkstand
Member since Nov 2003
29105 posts
Posted on 8/11/22 at 10:05 am to
quote:

I'd be willing to bet green energy, even historically, gets an exponentially larger one to one subsidy than O&G.
You may be right. The point is that completely unmolested markets are the real pipe dream. Question is would you prefer one molested by foreign actors that we have no control over, or one molested by regulation and subsidies that we do have some control over?
quote:

It will absolutely keep them in tolerable ranges, especially if we increase use of natural gas, which the US dominates in regards to supply.
Just the fact that you used the term "tolerable ranges" speaks to the inherent instability of global markets.

Look, I'm not talking about shutting down O&G or regulations or subsidies or any of that shite. I'm talking about private industry running the numbers and choosing in-house energy production when and where it makes sense.
Posted by GumboPot
Member since Mar 2009
140573 posts
Posted on 8/11/22 at 10:08 am to
This is going to be great for national security when our armed forces need to rely on China for aluminum and steel to make war equipment and weapons.
Posted by upgrayedd
Lifting at Tobin's house
Member since Mar 2013
138890 posts
Posted on 8/11/22 at 10:13 am to
quote:

You may be right. The point is that completely unmolested markets are the real pipe dream. Question is would you prefer one molested by foreign actors that we have no control over, or one molested by regulation and subsidies that we do have some control over?

I never said there were any "unmolested markets". However, when you have the President of the United States overtly state that his job is to put oil companies out of business, then he basically takes away any and all leverage of domestic producers. This isn't difficult stuff.

quote:

Just the fact that you used the term "tolerable ranges" speaks to the inherent instability of global markets.

Look, I'm not talking about shutting down O&G or regulations or subsidies or any of that shite. I'm talking about private industry running the numbers and choosing in-house energy production when and where it makes sense.
Energy markets, especially during the rise of 2nd and 3rd world nations have been volatile over the last 15 years. Hindering domestic production basically guarantees higher energy prices. If private industries through that they could reduce the cost of their highest expenditure by generating it onsite, they'd absolutely do it, but they're not. In fact the only reason they're likely to set up green energy production onsite is because of the ESG mafia.
Posted by upgrayedd
Lifting at Tobin's house
Member since Mar 2013
138890 posts
Posted on 8/11/22 at 10:14 am to
quote:

This is going to be great for national security when our armed forces need to rely on China for aluminum and steel to make war equipment and weapons.


Exactly.

Mmmmbeer is gonna be so pissed that we can't send any more weapons to Ukraine because we don't have any domestic metals production.
Posted by Koach K
Member since Nov 2016
4818 posts
Posted on 8/11/22 at 10:16 am to
When you see that trading is done, not by consent, but by compulsion - when you see that in order to produce, you need to obtain permission from men who produce nothing - when you see that money is flowing to those who deal, not in goods, but in favors - when you see that men get richer by graft and by pull than by work, and your laws don't protect you against them, but protect them against you - when you see corruption being rewarded and honesty becoming a self-sacrifice - you may know that your society is doomed.
-Ayn Rand in Atlas Shrugged
Posted by Korkstand
Member since Nov 2003
29105 posts
Posted on 8/11/22 at 10:16 am to
quote:

Off-grid buildings are only viable in places like coastal California where it's always sunny and 74 degrees. You can go play semantics with someone else.
There are off-grid buildings in every state.
quote:

You can keep going on with the "hopes and dreams for the future" bullshite, but as of right now, it's not a viable solution like you're trying to portray it as, especially from a strategic standpoint.
Again, it's kind of odd to refer to something as "hopes and dreams" when it is reality for many. I don't deny there will be challenges in growing and scaling. My only point is that controlling your own energy costs is absolutely a strategic move.
Posted by Klark Kent
Houston via BR
Member since Jan 2008
74759 posts
Posted on 8/11/22 at 10:17 am to
while i agree with your premise that having distributed power sources for critical industries would be a great plan, but to circle back to the original premise of this thread: it would take a massive investment and effort to create a renewable energy source to power these plants.
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