@pmarca @DanielleFong Biofuels compete w/ oil but at a low level & probably always will. EVs are still a LONG way off from displacing oil.
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Replying to @chrisnelder
@nelderini@pmarca not total clear on what the counterfactual case is, but on an unsubsidized basis the main drivers are tied to oil price1 reply 0 retweets 1 like -
Replying to @DanielleFong
@DanielleFong@pmarca The traditional linking of natty to oil prices is loosening. All three FFs will increasingly compete independently.1 reply 0 retweets 1 like -
Replying to @chrisnelder
@nelderini@pmarca agree to an extent but marine gas transport is way under provisioned at this point so LNG prices will cont. to approx oil1 reply 0 retweets 1 like -
Replying to @DanielleFong
@DanielleFong@pmarca Displacing bunker fuel with LNG also has a LONG way to go http://bit.ly/1u8GWel & will drive up gas prices at scale1 reply 0 retweets 0 likes -
Replying to @chrisnelder
@nelderini@pmarca again, agree. And you said it, not me -- but we also have tech for that -- CNG tanks can react way faster than LNG plants3 replies 0 retweets 0 likes -
Replying to @DanielleFong
@DanielleFong@pmarca When RE gets to a relatively high (eg 50%+) share of global grid power those paths will become interdependent...1 reply 0 retweets 1 like
@nelderini @pmarca and we will march a path with a view to the grander picture :-)
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