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  • #31
    Re: Xyleco - 60 Minutes

    Originally posted by DSpencer View Post
    It's my understanding that this is what Tesla does...or would do if they actually sold these roofs.

    I'm not an engineer but it's strange to me that they can't do something that combines the two. Like instead of doing small shingles, have 4'X8 panels so the installation, wiring etc is simpler, but still make it function as a roof and look decent. Use whatever material makes sense to match the look as much as is practical. Honestly, I don't find anything inherently unattractive about solar panels. Since when did little asphalt squares become the ideal roof aesthetic? The issue is just that most solar installations look like an afterthought, because they are. They don't match, aren't flat etc.
    I mean, I'm sure it could be done. But done cheaply? That's the ticket. How many of the big DoD engineering flops of the last half-century came because they tried to get one platform to do too many things at once? Sometimes a cheap, simple, reliable solution to one problem really is just the most practical thing, even if it's ugly and totally not sexy. I don't think asphalt squares ever became the ideal roof aesthetic. Just like I don't think Dunkin Donuts was ever really excellent coffee. I think they were both cheap and readily available and did a reasonable job. Plus the asphalt was going to be sitting around anyways, so may as well do something with it. Same thing with Corn Stover to loop the conversation back to the thread topic. There's tons of it being produced out there and if it's gathered at all just sold off as a cheap, low-grade feed/fertilizer. If you can crack it into ethanol and xylose, then you've got something more valuable.

    It's like milk, right? Milk is processed by piping raw milk into a centrifugal separator that expels solids and has separate channels for skim milk and 40% cream. Everything else, from whole milk to 2% to 1% to half-and-half to light cream is made by recombining the two and homogenizing them by pushing the mixture through thin tubes at pressure so the cream doesn't float to the top. Most people don't know that skim milk is actually arguably less processed than whole milk in that respect. But here's the thing: there's still a lot of cream left over. You can sell a lot of it off for butter or buttermilk or various cheeses and whatnot. But there's still more. So it's this sort of readily available industrial source for fat. This stuff becomes processed foods. Ice cream handles a bunch of it. Can put it in salad dressings or other junk foods that are meant to be creamy. But it's gonna be tougher to find an acceptable source of saturated fat that's much cheaper and more readily available without going to vegetable oil and hydrogenating it into trans-fat.

    So oil's kind of the same way. There's products coming out of the refining process. And we built all these big refineries. if you can do something useful with the stuff that comes out, like make a roof, you may as well. In a way, oil's remarkably efficient. We get a hell of a lot of stuff out of a barrel of it. That's why it's kind of hard to beat. But the same can be said of lots of things. Vinyl siding may be practical, but don't think it's winning any beauty contests. And my old reconstruction-era home in more than one way is built like a brick shit-house compared with the new ones. But even then it was built to be cheap and functional rather than pretty. Of course, the best things for sales are 'pretty enough.' Spend a couple grand slapping a new coat of paint on her and dropping some granite on the counters and getting some stainless veneers on the appliances, but keep the price low, and suddenly she's ready to meet strangers.

    Anyways, aesthetics, like plastic surgeons and Rolls Royces, are really for a select few. Most people make do with stuff off the shelf.

    Your Gore & selling indulgences bit cracked me up.


    Nonetheless, like you said, it's probably fair to say it's a substitution because they're gonna do it anyway. In general, I think it's unrealistic to expect any significant part of the population to voluntarily live far below their means to save the Earth. That's why I think the best thing we could do as a species is reduce the human population over time so that poor people can live like rich people already do without utterly destroying the planet. What's more desirable: 5 billion people living an average American lifestyle or 25 billion people living in tiny apartments eating cricket flour every meal? I'll take the former.
    That's an interesting thought experiment. I wonder if it would ever work in reality. Demand for commodities would surely fall. But commodities tend to be a relatively small part of the total price input of a lot of things. I think the 5 billion world you envision actually implies a distribution compression.

    That is, it made me ask this: "Could a hundred million people in the US here-and-now live an average American lifestyle if there weren't a billion people in the developing world churning out their iPhones and knick-nacks and doo-dads and batteries and all the raw materials for a wage that allows much lower living standards?"

    I think there's probably a way to make it happen. But it would require a hell of a lot more infrastructure and industrial investment (more automation, better shipping, etc) than the corporate managers & wealthy folks who control capital and investment decisions today are willing to allow. And that probably means less immediate return to capital on aggregate. Either way, iPhones and blue jeans would be getting a lot more expensive, growing in price at a pace probably not as brisk as healthcare or education, but much closer.

    That said, I'm not dismissing the other side of the coin you brought up, the idea that 25 billion--or some other number--implies lower standards of living for a majority of people. There's some finite number at which that's certainly true. What exactly it is, I'm not sure. But over here on the coast, so many towns have had to blow hundreds of millions in public money already just fighting back the ocean it's a serious problem. I mean, I don't think you could find one coastal town in three that hasn't blown enough money to build a brand new school over the last decade dealing with beach erosion or building seawalls to protect roads or rebuilding sewers after storm surges. And this is early in the game. And waterfront property is disproportionately valuable, so it's easier to do economic damage there. Entire plots of land are being erased, along with the tax revenue and everything else that comes with them. Less of a concern inland. But we're human beings. We tend to populate along coasts and in low-lying areas close to fresh water, like river deltas.

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    • #32
      Re: Xyleco - 60 Minutes

      "Same thing with Corn Stover to loop the conversation back to the thread topic. There's tons of it being produced out there and if it's gathered at all just sold off as a cheap, low-grade feed/fertilizer. If you can crack it into ethanol and xylose, then you've got something more valuable." Problem is leaving corn stover or other crops leftovers over the land is essential to keep health soil. Removing it contributes to soil erosion, desertification and carbon release from soil. One scientific work cited states that part of it in certain circumstances can be removed without deleterious consequences. The safe way is to keep all of it over the land. Lowering animal produce (beef, pork, dairy) as part of the diet is also a huge contribution to climate change problems. It needs seven kilos of corn, soy, etc. to produce 1 kilo of beef. Artificial meat products are developing fast. The ratio is inverse, 1 kilo of grain produces more than 1 kilo of the stuff. As to the other general discussion, solution to transportation ecological problems should come, mainly from public systems coupled by extensive use of cycling. Electric cycling, particularly I find very appealing as a mass solution.
      Degrowth policies from developed world would be fine....but probably politically untenable. Besides I doubt a capitilistic economy can survive degrowth

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      • #33
        Re: Xyleco - 60 Minutes

        Originally posted by Southernguy View Post
        "Same thing with Corn Stover to loop the conversation back to the thread topic. There's tons of it being produced out there and if it's gathered at all just sold off as a cheap, low-grade feed/fertilizer. If you can crack it into ethanol and xylose, then you've got something more valuable." Problem is leaving corn stover or other crops leftovers over the land is essential to keep health soil. Removing it contributes to soil erosion, desertification and carbon release from soil. One scientific work cited states that part of it in certain circumstances can be removed without deleterious consequences. The safe way is to keep all of it over the land. Lowering animal produce (beef, pork, dairy) as part of the diet is also a huge contribution to climate change problems. It needs seven kilos of corn, soy, etc. to produce 1 kilo of beef. Artificial meat products are developing fast. The ratio is inverse, 1 kilo of grain produces more than 1 kilo of the stuff. As to the other general discussion, solution to transportation ecological problems should come, mainly from public systems coupled by extensive use of cycling. Electric cycling, particularly I find very appealing as a mass solution.
        Degrowth policies from developed world would be fine....but probably politically untenable. Besides I doubt a capitilistic economy can survive degrowth

        Yeah, you're right about the soil bit. I think that's where the (theoretical) switchgrass etc. comes in for a recharge cycle that's still purposed for cellulosic ethanol. Guess that stuff grew on the prairie before corn anyhow. But I'm no farmer, and I don't actually know what I'm talking about there.

        I don't know about lab grown meat either. I know that it exists. I like posting here vs. other places because I think here people follow that I'm not anti-technology, I just have lots of reservations about whether something technically possible can be successfully commercialized. The middle classes in the developed world that eat the bulk of this stuff are flat out broke and strained. It's already cheaper for them to eat trash-fed meat stuffed full of antibiotics today than to eat some grass-fed organic sirloin. It's gonna be very hard to compete at a price point with beef that literally eats corn stover, especially where chicken and turkey are (relatively low carbon) substitutes. I'm skeptical that lab-grown stuff can be done more cheaply.

        As to the electric bicycle, once I can imagine using it to bring the kids to daycare in February, and still get dad to work in a suit, I'll consider it more viable than the pedal variety. Until then, I chalk it up to urbanists' wet dreams, along with the abolition of zoning. I think their hearts are in the right place. But I also think that you're right, people will not suffer degrowth, especially in the midst of billionaires. They will turn fascist or communist first. You can't force everyone, or even most, back into 19th century density patterns and transit modes, tenements and bicycles, without them kicking and screaming. This is where I fault 'centrists' for ignoring political reality.

        I mean, I guess it's all a bit more realistic than when folks were saying that most jobs would be telecommuting jobs 20 years ago. That didn't happen either. In fact, Silicon Valley didn't even do it for its own companies. If anything, they concentrated capital geographically rather than distributing it. This inevitably led to insane housing prices and the concurrent insane commutes. Now they blame zoning. Since it's everybody's fault except for the people who deliberately put too many jobs in too concentrated an area to house the workers. At least at the turn of the 19th century they built dorms for the factory workers. If you're gonna call yourselves job creators, may as well act like it and take a little responsibility too. Because the flip-side of that coin is also true: if they deliberately move most of those Google and Facebook jobs to Shanghai and Toronto tomorrow to get out of paying health insurance, the sky-high home values are going the way of Detroit and Cleveland. In fact, that gives one a bit of intuition as to why telecommuting never took off, right? If it could be done by telecommuting, it could be done in India, and that job's getting the hell out of America anyhow.

        Anyways, like I was saying on another thread, the Eisenhower Interstate System was one of the biggest projects in the history of man, took 30 years, and just got finished 25 years ago. It's a massive sunk cost that I don't think is going to be so easy to simply toss out. Think of the effects it had. Even here, we had an active passenger/freight rail spur in town until 1982. Now it's a bike path. Bicycles took over the former rail line that highways made obsolete. The original track was laid during the civil war and finished during reconstruction, around the time my house was built. The investment lasted 110 years before highways made it uneconomical. Tear down the highways now to promote urbanism, and we'd have to rip out the bike path and put the rail back in. Our industrial base is along it, and if it can't be serviced by semis, it'll have to be serviced by train. In a lot of ways, urban bike lanes and bike paths are luxuries we can afford because of highways, not in spite of them.

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        • #34
          Re: Xyleco - 60 Minutes

          Originally posted by Southernguy View Post
          "Same thing with Corn Stover to loop the conversation back to the thread topic. There's tons of it being produced out there and if it's gathered at all just sold off as a cheap, low-grade feed/fertilizer. If you can crack it into ethanol and xylose, then you've got something more valuable." Problem is leaving corn stover or other crops leftovers over the land is essential to keep health soil. Removing it contributes to soil erosion, desertification and carbon release from soil. One scientific work cited states that part of it in certain circumstances can be removed without deleterious consequences. The safe way is to keep all of it over the land. Lowering animal produce (beef, pork, dairy) as part of the diet is also a huge contribution to climate change problems. It needs seven kilos of corn, soy, etc. to produce 1 kilo of beef. Artificial meat products are developing fast. The ratio is inverse, 1 kilo of grain produces more than 1 kilo of the stuff. As to the other general discussion, solution to transportation ecological problems should come, mainly from public systems coupled by extensive use of cycling. Electric cycling, particularly I find very appealing as a mass solution.
          Degrowth policies from developed world would be fine....but probably politically untenable. Besides I doubt a capitilistic economy can survive degrowth
          Where does the other matter come from?

          Again, the ideal solution is just less people. I know it's probably unrealistic unless it just happens naturally. The other "solutions" just sound so dystopian to me. Not enough meaningful work for all the people we have? Let's just create a huge welfare state (aka UBI) so that the masses can spend their lives doing nothing, but without starving! Oh, these people are omnivorous and want to eat meat? Let's just grow blobs of meat in laboratories for them! Cram them into a "coffin apartment" in a huge urban/industrial area and we are all set!

          Pretty soon we'll have created "The Matrix" for ourselves. Billions of people living in tiny pods eating soylent perpetually entertained by VR.

          Obviously I'm exaggerating for effect, but we are closer than it might seem. I'm not necessarily opposed to synthetic meat, I'm just questioning the premise that we have to have an ever expanding population that therefore demands ever more clever and efficient solutions to avoid destroying our own habitat.

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          • #35
            Re: Xyleco - 60 Minutes

            Originally posted by DSpencer View Post
            The other "solutions" just sound so dystopian to me. Not enough meaningful work for all the people we have? Let's just create a huge welfare state (aka UBI) so that the masses can spend their lives doing nothing, but without starving! Oh, these people are omnivorous and want to eat meat? Let's just grow blobs of meat in laboratories for them! Cram them into a "coffin apartment" in a huge urban/industrial area and we are all set!

            Pretty soon we'll have created "The Matrix" for ourselves. Billions of people living in tiny pods eating soylent perpetually entertained by VR.

            Obviously I'm exaggerating for effect, but we are closer than it might seem. I'm not necessarily opposed to synthetic meat, I'm just questioning the premise that we have to have an ever expanding population that therefore demands ever more clever and efficient solutions to avoid destroying our own habitat.
            I think you're right about all this stuff sounding dystopian. The centrist vision of the future is no longer positive or hopeful. It's riding a bike to your "independent contractor" job without healthcare or a retirement plan, then riding it back to your micro-apartment. Meanwhile they want you paying 500% tax on everything from the booze and cigarettes they already do, to the fuel and meat and cookies and soda they want to tack on too. Maybe you can sub out the bicycle for a monthly subscription to some goofy Apple pod going 25mph they'll call a car that'll not only track you and bug you and film you at all times, but that will not go wherever you want whenever you want. Sounds like a nightmare hell-scape to me.

            A center so hopeless cannot hold.

            Pretty sure what we're witnessing is the end of an era.

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            • #36
              Re: Xyleco - 60 Minutes

              Originally posted by dcarrigg View Post
              It's riding a bike to your "independent contractor" job without healthcare or a retirement plan, then riding it back to your micro-apartment. Meanwhile they want you paying 500% tax on everything from the booze and cigarettes they already do, to the fuel and meat and cookies and soda they want to tack on too.
              This made me think of some recent South Park episodes that took shots at the Amazon Fulfillment Centers. Not just the working conditions and the robotics, but the whole "company store" aspect of working at the AFC to come home and pick up your Amazon packages and order more stuff from Amazon. When they eventually went on strike, the workers didn't miss their salaries, they missed their deliveries.


              Saint Peter don't you call me 'cause I can't go
              I owe my soul to the company store

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              • #37
                Re: Xyleco - 60 Minutes

                Haven't seen south park in a good while, but I'll try to check the episode out. Sort of surprised they went that route.

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                • #38
                  Re: Xyleco - 60 Minutes

                  Originally posted by DSpencer View Post
                  Doesn't that math assume that you get the $145 in perpetuity? On a 20 year time period I calculate an IRR of 3.29%. 30 years would be 5.53%. I would be a little surprised if someone was able to go 20 years without spending a single dollar on maintenance or repair.
                  Yes to your first question. Why wouldn't I get it in perpetuity? Modern panels show little degradation; I haven't seen any drop since 2008. Maintenance? Repair? Never needed any myself, nor heard that it was a significant issue. Of course you want to make sure your roof is in good shape (new within last few years) because you don't want to pay for taking the panels off/on just to get some new shingles.

                  Originally posted by DSpencer View Post
                  I guess I see there being a fair amount of risk (maintenance, underperformance, moving and not recouping the full value) for a relatively small return.
                  I'd say very little risk of maintenance or underperformance. And as for not recouping full value, I suspect (but don't know) that the home value will always be higher than if the panels weren't there. I'm guessing 50% of install price. Got any data?

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                  • #39
                    Re: Xyleco - 60 Minutes

                    A friend is a real estate appraiser and he tells me Solar panels create issues when selling a home with Panels installed. Panels on the front of home and many buyers ask for the panels to be removed before sale because lack of curb appeal. Panels on the back roof are more likely to be allowed , but some buyers want panels removed to reduce cost of future re-shingle the roof.

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                    • #40
                      Re: Xyleco - 60 Minutes

                      Originally posted by peakishmael View Post
                      Yes to your first question. Why wouldn't I get it in perpetuity? Modern panels show little degradation; I haven't seen any drop since 2008. Maintenance? Repair? Never needed any myself, nor heard that it was a significant issue. Of course you want to make sure your roof is in good shape (new within last few years) because you don't want to pay for taking the panels off/on just to get some new shingles.



                      I'd say very little risk of maintenance or underperformance. And as for not recouping full value, I suspect (but don't know) that the home value will always be higher than if the panels weren't there. I'm guessing 50% of install price. Got any data?
                      Well you won't get a true mathematical perpetuity unless your panels last literally forever, but at a certain point the distinction between "forever" and a really long time becomes meaningless for this type of calculation. I'm not an expert, but it's easy to find some estimates by using a search engine. They do seem to last a long time, but how much real-world data is there on systems that are 25-50 years old? At a minimum, if your system is only operating at 85% of original production after 25 years then it makes sense to account for that.

                      I assume the panels will add value, I just don't know how much. I think about a 30 year roof. If you put a brand new roof on your house right before selling, would you expect your home value to increase by the cost of the roof? I wouldn't. I think people have an intuitive and correct sense that buyers don't accurately account for details like that and typically would not replace an old roof if they plan on moving unless it's an urgent problem.

                      I'm not trying to say that it was a bad idea for you or even that it would be for me. I'm just sharing my thought process. I am probably conservative when I consider risks over long time periods. Maybe the panels have 90% efficiency after 25 years. Maybe they aren't damaged by hail, wind, falling trees etc. Maybe the cost of electricity is the same or higher. Maybe utility legislation doesn't change for the worse. Maybe if I move I can recoup the fair value of the system.

                      The problem is that most of the risks are stacked against me. If the case gets more persuasive, I can still change my mind.

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