Cost optimization and the profitability transition - Part 1

Politicians are currently talking a lot about saving Germany. The most important first step would be to purge academic institutions of fundamentalists.

How long and how many times have I written about the profitability transition? There's nothing left to do but ask your own local search engine because Google only indexed half of my pages in the first place. It was only three times:

Hungary plans 300 GWh battery production by 2030
	Let's look at Hungary's economic policy from the point of view of "A Hungarian is someone who goes in behind you into a revolving door and comes out in front of you".

Agora: Planned deliberate total failure
	The Agora proposal: bureaucracy, bureaucracy and more bureaucracy! Behind this is the insane idea that "capitalism is evil, bureaucracy is everything".

Paradigm shift - profitability transitions - culture shocks
	We can neither achieve the energy transition nor stop climate change if we do not constantly review all parameters and abandon unsuitable views.

The following transitions were mentioned:

Horse on car
GEMINI house turned towards the sun on east-west roof
Block of flats to single-family house

It is a very broad topic. A topic that is avoided by German energy transition fans and climate activists. They cling to decades-old findings with fundamentalist zeal. This fundamentalism is causing immeasurable damage to the energy transition and climate protection.

Design of gas-fired power plants

Again, I must emphasize that this is no small matter, this is an issue that is vital for the survival of an industrial location. A few cents per kWh will determine the migration of industry and the switch to electric cars. The nonsensical demand for power plants that can also use hydrogen instead of methane and are designed for rapid load changes. A CCGT power plant designed for rapid load changes is 20% more expensive than one that only focuses on maximum efficiency. Couldn't the additional costs be invested in batteries? With enough batteries, fast load changes are not necessary. To answer this question, let's go back to the distant past: lead-acid batteries were actually used for the island grid in West Berlin. West Berlin was an exceptional situation, but extremely uneconomical for normal circumstances. Then came the lithium battery and the fall in battery prices. This brings us to the profitability transition: a power plant optimized for fast load changes vs. a power plant with batteries optimized for efficiency. This transition was around 250 €/kWh battery, i.e. several years in the past. Today, there are tenders from electricity suppliers in China that are at €60/kWh battery. For the same investment, we are talking about an average efficiency of 52% to 60%. Again, this means whether you generate 1 kWh of electricity from 1.92 kWh of natural gas or only have to use 1.67 kg. 15% more natural gas also means 15% more CO2 emissions.

The battery haters

There are 2 of my newsletters whose address I immediately know by heart at any time of the day or night: https://2023.pege.org/09-17/ science has been leveraged and https://2024.pege.org/02-04/ Federal Network Agency Scenario Framework 2045. Politicians are currently talking a lot about saving Germany. The most important first step would be to cleanse academic institutions of fundamentalists. Whether in Afghanistan or Germany, fundamentalists are extremely harmful.

Part 1 of the series

Cost optimization and profitability transition are currently a crucial topic for the future. Why is China so far ahead in electric mobility? Because the Chinese government recognized the imminent profitability transition from combustion engines to electric vehicles very early on. Why is the German car industry crashing? Because there are apparatchiks waiting to retire. I refuse to call the people at the top of the German car industry managers. I got this opinion from people who used to have a lot to do with these apparatchiks. Any real manager has no chance there, see Herbert Diess and his dismissal from VW.

The planetary restoration mentality

Planetary cleanup back to 350 ppm CO2 means about 47,000 TWh of electricity to filter 1 ppm CO2 from the atmosphere and recycle it into carbon and oxygen. Who can afford that? Only a rich human race, 10 billion people in prosperity can do it. One million km² of energy-optimized settlement areas alone should contribute 150,000 TWh for the necessary electricity for world-wide prosperity and planetary restoration.

GEMINI next Generation AG will prove the contrary

It's not about whether the shares will be worth 100 times or 1000 times more in 20 years' time or whether they will only be worth a few cents. It's about the future of us all. Will there be a big showdown between eco-fascism and yesterday's fossils, or will it be possible to overcome the deep divisions in society and inspire supporters of both sides to work towards a great new goal? Global prosperity and planetary restoration instead of saving, restricting, renouncing and climate catastrophe or peak oil and a little more climate catastrophe. Both sides must be convinced that they have no solution that is even remotely viable. On the one hand, it must be shown that net-zero emissions are a completely inadequate target and that the goal must instead be a planetary clean-up back to 350 ppm CO2. The other side must be shown that solar power enables a higher standard of living than fossil energy. It's about survival! The social situation in 2025 compared to 2005, extrapolated to 2045, makes for a horror world! If we are successful and your shares are worth 100 times more, this is just an addition to all the other achievements. One new shareholder said "Me with my very modest investment", but €400 times €1,000 is also €400,000 for all investments up to the creation of the prototype. There is a reward program for recommending the share to others. Two of the new shareholders have become shareholders through this reward program. Here are the details.

GEMINI shares: time to buy - milestones

The situation has changed fundamentally since this company visited Slovakia. Necessary investment volume reduced by around 90%. Time to marketable product shortened by around one year. The 90% reduction in investment volume also means that each shareholder has significantly more shares. The share price is now lifted towards our targets at each milestone. These milestones can happen in all areas: Financial, new shareholders, new opportunities to attract new shareholders. Contracts to build the prototype, more houses and settlements. Cooperations for realization. Purchase, arrival and testing of important technical components.