CLE 0.00% 0.1¢ cyclone metals limited

Who's selling, who's buying, page-21

  1. 2,030 Posts.
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    The point people miss with going green is the cost of energy. The best PV has gotten is $US30 / MWH. That is with free land (or very cheap), 100% take-up, cheap subsidized finance and >100MW. The best CSP has been $38 / MWH with similar fruit to sweeten the deal.
    There is no way that you could get these rates in Australia with everybody putting their hand out to take profit long before profit is made. The best you will do is over double this rate. You have clocked up a big loss before you have even made any energy.
    Canada has hydro but that is circa $US50 /MWH. In a energy intensive process, this is too high. Coal fired power in a coal mine is $US30 /MWH. Hydro should be less.
    SMR are citing $US20 /MWH. This would be an absolute gamechanger. Get the power cost down as much as you can. The cream will come two times double downstream.

    The other point missed is that a multi-level approach is needed. Install SMR (couple it with PV, CSP and batteries if you want too), desalinate seawater, use the water to grow sorghum, use the juice of the sorghum to make biofuel, use the bagasse to make green steel with power, harvest the NaCl and sell it, harvest the SOP and sell it, harvest the gypsum for plasterboard, take the magnesium and convert to magnesium alloys. There will be that much profit downstream that you eyes will water and will not just be green, it will be a thousand shades of green. The bio diesel will be sufficient to replace our current diesel load. There will be jobs, jobs and jobs. And taxes and royalties. Winner , winner, winner, everyone will be a winner.
 
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