Search Results for: "Ken Lay"
Relevance | DateLeading EV Battery Company Joins the Bust
By Robert Bradley Jr. -- March 25, 2026 2 Comments“Politics giveth and politics taketh away. May political risk become more of a constraint for those companies (think battery, wind, and solar) that feast off special government favor instead of fundamental consumer demand.”
The domestic EV market–and the battery industry serving it–is in steep decline. The latest? “SK Battery America cuts 958 jobs at Georgia plant amid EV sales slowdown.” Subtitle: The South Korean battery manufacturer reduced its workforce at its Commerce, Georgia, facility by about 37% as EV demand weakens and policy changes reshape the market.
Author Ashby Lincoln explained how shifting market and political winds resulted in the malinvestment.
- EV supply chain shifts continue as battery manufacturers respond to slowing EV demand and changing U.S. policy.
- The cancellation of the electric F-150 Lightning program highlights how production changes ripple through suppliers and battery makers.
“The Special Case of Paul Ehrlich” (Julian Simon on his foe)
By Robert Bradley Jr. -- March 17, 2026 1 CommentThis reprint from a collection of essays at Julian Simon.com is published in connection with the recent death of Paul R. Ehrlich (1932–2026). This piece was finalized in Simon’s treatise, The Ultimate Resource 2 (1996), pp. 604–607. Simon’s relative politeness to his adversary is a tribute to open, honest, and respectful debate (versus the infamous Ehrlich approach).
“When you launch a space shuttle you don’t trot out the flat-earthers to be commentators. They’re outside the bounds of what ought to be discourse in the media. In the field of ecology, Simon is the absolute equivalent of the flat-earthers.” (Paul Ehrlich, quoted below)
For economy of treatment of the matter of attack rhetoric, let’s focus on just one critic, Paul Ehrlich, who has directed a great deal of colorful language in my direction (see also his comments in the Afternote to Chapter 15, and my interchange with him in Simon, 1990, Selection 43).…
Continue ReadingHinkley Point C UK: France’s EDF Boondoggle Sets a Record
By Kennedy Maize -- March 12, 2026 2 Comments“Europe’s biggest nuclear power operator EDF, which manages France’s fleet of 57 reactors, is under pressure to show it can improve on its record of reactor construction. Recent projects have been severely delayed and hugely over budget, taking well over 10 years to complete.” – Financial Times, February 20, 2026).
There’s a new leader in the nuclear power plant cost overrun derby, and it isn’t even in the clubhouse yet. Britain’s Hinkley Point C — being built in Somerset by France’s government-owned Électricité de France (EDF) — is now going to cost at least £49 billion ($65 billion) if it goes into service in 2030 and another £1 billion ($1.3 billion) if the first unit is delayed to 2031. This equates to $10 million per megawatt–best case–with multiple years of waiting.…
Continue Reading‘Peak Rock’: The ONION Goes Neo-Malthusian (Fixity/ depletion curse expands)
By Robert Bradley Jr. -- March 6, 2026 No CommentsEd. Note: This short piece by Robert Bradley Jr. from mid-2012 is reproduced verbatim. It is good to have a laugh sometimes in the energy debates, which the Onion parody (below) invited. Serious posts on Peak Oil can be found here.
“We are on a collision course to a world without rocks. Only take as many rocks as you absolutely need.”
– Dr. Victoria Merrill, author, “No Stone Unturned: Methods for Modern Rock Conservation“
“Think about it. When was the last time you even saw a boulder?”
– Henry Kaiser (geologist and Onion expert)
The easy oil has been found. There are no more mega-fields. Costs up … prices up … economic stress … crises. We have such certain knowledge from the smartest guys in many rooms: Paul Ehrlich, John Holdren, Colin Campbell, Jean Laherrère, Richard Heinberg, Chris Skrebowski, Matthew Simmons, ….…
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