Share
4,560 Posts.
lightbulb Created with Sketch. 569
clock Created with Sketch.
18/06/25
13:59
Share
Originally posted by Gindaldan
↑
my point is you can find scientific research both sides of the equation arguing for or against. Then those can be either side of that arguing for nuclear or against it. Solar and batteries cannot provide baseload. You’re only really thinking in terms of your own net energy use re batteries and solar. Sure it works for households but it cannot sustain heavy industry which we are losing in droves. That’s t my issue. Nor can batteries be used for heavy industry running 24/7.
I’ve engaged enough consultants for various industries on behalf of many entities to know a crock of $&@“ when I see it. They are really used by government to try and show a predetermined outcome to the public. Lest we forget Albo and Bowen promising a $300 odd cut to our energy prices via an external consultants modelling using renewable energy. Instead the average bill rose $2k. See my point?
Back to BHP. Stay clear of it. We are a bulk miner or large tier 1 deposits only. For the most part lithium doesn’t fit that, so we can’t get a cost curve advantage and a mine that survives all cycles. Let alone market size is immaterial to BHPs overall size.
Go invest in pure play lithium producers if you’re the converted believer. That’s your choice. Plenty of them at all time or multi year lows. They are that low for a reason.
Expand
The of head AEMO clearly stated that base load is not a term for the modem market and does not accurately describe the need of the modem market.
Base load is not the place to base your argument.