Tracks of change
BNSF currently the only rail operator in the country approved by PHMSA (regulator of pipes and haz gases) to transport LNG.
PHMSA also recently moved to deregulate LNG transport by Rail. They key change is the DOT-113 tank, a standard unit of LNG transport.
Conversation
Rail Energy
Crude Oil transports via Rail have been increasing exponentially since 2010.
Berkshire is already reaping of the $44Billion it sowed into BNSF
GIF Source: eia.gov/todayinenergy/
GIF
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Freedom Gas:
US exports of LNG to Rest of the World have also increased exponentially. (ship
Green New Deal will require the US to replace its use of "Freedom Gas" while also solving for the stranded asset problem. (pipes in the ground)
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H2Rail:
H2 Power solves for this in important ways
Not only can it be transported via existing natgas transmission pipe infrastructure but also in liquified form via rail.
Shift to H2 requires a huge unleashing of market forces into 🚄 transportation.
Buffet exited airlines.
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The fuel cell transportation economy will kick into high gear by retrofitting "gas stations" with actual GAS!
(Always irked me that we call Petrol, Gas)
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Greater (Green New Deal) Good : 10 year plan
America 2030:
*Shifts from Fossil Fuel to H2 to complement a massive pivot to Domestic Renewable Production
*Exports LNG/H2 to RoW through Ports
*Domestic Transpo. shifts from ✈️to🚄~JOB$!
* Batteries + Fuel-Cell move Rest of Us.
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America 2030 (cont'd)
Berkshire owns mega-chunks of the
{Atoms}Transportation Network.
Buffet(99) engineers a Glass-Steagall like breakup of his conglomerate cementing his legacy as THE Benevolent Baron for Rest of Baron class to emulate.
Capitalism lives. Climate changes.
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<TLDR>
Berkshire's recent acquisition of Dominion Gas Assets near completes a Capital efficient capture of a
Carbon Neutral Network to Transport Atoms(Humans/Stuff/Energy).
Green New Deal will need to ensure that other network owners link up nicely.
<FIN>
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Converting this into Hydrogen economy long grok.
Korea is exerting itself in interesting ways
UK Rail is appealing to the Exchequer to plan.
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KOGas has a cool, i mean HHOt video explainer
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