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docmox ,

Money.

Now that USB-C is the required cable, people can go out and buy any cheap cable they want. The law turned a proprietary cash cow into a low return commodity item.

docmox ,

This is false. Nuclear has a very competitive levelized cost of energy (LCOE). Nuclear has high upfront costs but fuel is cheap and the reactor can last much longer than solar panels. The big picture matters not just upfront costs.

Source: www.energy.gov/sites/prod/files/2015/…/LCOE.pdf

docmox ,

Raw material is usually a small fraction of the cost of refueling. I would also argue that the Russian-Ukrainian conflict is a small blip in the lifetime of a reactor, ~80 years. Transient pricing will have a negligible effect on the LCOE.

docmox ,

Don’t need to, just down-blend from the available fuel used from weapons put out of commission as a result of disarmament treaties.

Now, about those materials used to construct solar panels…

docmox ,

I’m going to go out on a limb and say Netflix and other platforms probably picked up these shows/movies because they were cheap and wouldn’t need to pay out residuals if they became hits.

Kinda sucks they don’t get paid but honestly no one makes it out big on their first run. You use your new leverage to negotiate better the second time around, after you’re proven your worth.

A few exceptions to this, but more than likely the streaming platforms would have never picked up these shows were it not for the very beneficial terms.

docmox ,

While a sanity check on the absolute value is good I would argue that the most impactful data presented here is the rate at which debt is growing.

Yes, debt was paid off during COVID but now that the free money has dried up people are racking up debt much quicker than before. So while the current value might be in line with previous trends the rate at which debt is accumulating is what is alarming.

It’s unlikely for that trend to slow or stop unless real wages increase, prices fall, or demand drops. We’re seeing some of that but apparently not enough.

docmox ,

When we couldn’t share a family password anymore we just didn’t sign up for our own account. Easy as that. Been watching a ton more Hulu as a result. Netflix isn’t worth more than a one-month sub/year.

docmox ,

This is going to have an interesting effect on the labor market. With people being ‘locked-in’ it will ultimately reduce worker mobility. Combine with the emphasis on ‘back to the office’, this will reduce the labor pool available to employers.

The good news is that new build costs are coming down and builders are starting to ramp up again.

docmox ,

As more people join one will get selected. There was r/cars and r/autos for a long time. R/cars won out in the end.

U.S. military base in Tokyo admits leaks containing PFAS (english.news.cn)

TOKYO, July 5 (Xinhua) – U.S. Yokota base in Japan’s western Tokyo area has acknowledged three incidents of leakage involving foam fire extinguishers containing per-and polyfluoroalkyl substances (PFAS), a group of organic fluorine compounds that raise health concerns, local media reported....

docmox ,

3M announced they were exiting this space, rightfully so and probably a decade late. But I’ve heard rumblings in the industry that the US Govt might require them to continue to produce these awful materials as they are used in defense-related applications. Hope that’s not the case and we can shutdown all other producers (Chemours/DuPont etc) as well.

docmox ,

A lot of the NOVEC line is/was manufactured in Belgium. That plant was shut down for several months because high levels of PFAS was found in the surrounding area.

They cleaned it up and restarted the plant, only to announce they’re exiting the business by 2025.

I agree that the regulatory issue was their main motivator for shutting down PFAS manufacturing. Their plants (like Belgium) probably require significant maintenance and improvements, meaning millions in CAPEX. Money they probably don’t want to spend on products that will be globally banned within the decade.

docmox ,

This is hilarious. Reddit resorting to bots…like a new twitch streamer trying to con their way to partner. What a sad, sad outcome for what was once a great website.

Between Reddit and Twitter I hope big tech begins to take notice and realize they don’t control as much as they think they do. They’re much easier to replace than they think, and ultimately they’re just ad companies.

docmox ,

Lol, hell no. Especially when the movie will be streaming in 3 months time. Haven’t been to a theater since Endgame.

docmox ,

Sorry, I should have been more clear. I meant the movie Avengers: Endgame.

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