Salt and Battery, When does Storage make Fossil Fuel Obsolete

Last week the world’s biggest Electric Vehicle (EV) battery company made a big opening splash on its IPO. CATL is a Chinese company that IPOed with a massive 44% pop on open. The company offered up only 10% of the shares in the IPO, valuing the company at more than $12B. China has limits on how much a company can IPO at (price based on PE ratio) and a 44% limit on the amount an…

Consensus too, outcomes and consensus

Consensus continues to be a big issue is designing a Delphi Study. It is more than a little helpful to figure out how the results will be presented and how consensus will be determined. Even if consensus is not really necessary, any and all Delphi studies will be looking for the level of agreement as a critical aspect of the research. Look at our prior blog article  Consensus: Let’s agree to look for agreement, not…

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Scenarios of Stranded Assets in the Oil Patch

The researchers over at Strategic Business Planning Company have been contemplating scenarios that lead to the demise of oil. The first part of the scenario is beyond obvious. Oil (and coal) are non-renewable resources; they are not sustainable; burning fossil fuels will stop — eventually. It might cease ungracefully, and here are a few driving forces that suggest the cessation of oil could come sooner, not later. Stated differently, if you owned land that is…

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Triangulation to augment your Qual study

Triangulation in research is a lot the old technology of geometry and surveying where you take the distance from three known points to compute the exact location on a map… Give or take a few yards. LORAN technology using radio signals and such was used in WWII. With a LORAN in the gulf, I remember being able to find where we were on a sail boat, approximately. The problem was that we were in an…

Qubit

The Future of Computing Is Taking on a Life of Its Own

Previously, we talked about the Tic-Toc of computing at Intel, and how Gordan’s law (Moore’s law) of computing – 18 months to double speed (and halve price) – is starting to hit a brick wall (Outa Time, the tic-toc of Intel and modern computing). Breaking through 14 nanometer barrier is a physical limitation inherent in silicon chips that will be hard to surpass. Ed Jordan’s dissertation addressed this limit and his Delphi study showed what…

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Scenarios that Jump Out At You

There are several scenarios that jump out at you. Hall and Knab (2012) outlined 11 or so items that were non-sustainable trends/practices that appeared to have compounding and accelerating forces. Those items get worse in a wicked bad way when they go unattended. Therefore, they are wonderful areas to generate scenarios. Here’s a few: US Debt deficit, US Trade deficit, the interest rate bomb, Life-style bomb, the compounding healthcare costs escalation bomb, the fossil fuel…