Thursday, July 14, 2022
Letter to My Granddaughters
Tuesday, June 7, 2022
Review of prior post
Why System Dynamics?
- Forrester, Jay W. "System Dynamics and K-12 Teachers." Creative Learning Exchange. 30 May 1996. Web. 11 Feb. 2012. <http://clexchange.org/ftp/documents/Roadmaps/RM1/D-4665-5.pdf>.
- Ghaffarzadegan, Navid, John Lyneis, and George P. Richardson. "Why and How Small System Dynamics Models Can Help Policymakers: A Review of Two Public Policy Models." System Dynamics Society. Web. 10 Feb. 2012. <http://www.systemdynamics.org/conferences/2009/proceed/papers/P1388.pdf>.
- Richmond, Barry. "Introduction: The Thinking in Systems Thinking- Eight Critical Skills." Ed. Joy Richmond. Tracing Connections: Voices of Systems Thinkers. Lebanon, NH: ISEE Systems, 2010. 3-21. Print.
- Forrester, Jay W. "Learning through System Dynamics as Preparation for the 21st Century." Creative Learning Exchange. 2009. Web. 11 Feb. 2012. <http://clexchange.org/ftp/documents/whyk12sd/Y_2009-02LearningThroughSD.pdf>.
Thursday, November 5, 2020
Value Lenses
A few years ago, my young niece was afraid of a large white rabbit (person in costume), I gave her my sunglasses and told her the rabbit couldn’t see her. She believed me and we walked hand-in-hand right past him. She was so happy!
Republican politicians tell their voters to look at the world thru only three value lenses: individual rights, personal responsibility and private authority. They demand their voters reject collective rights, collective responsibility and public authority - the values of Democrats.
However, Democrats include all six values in their policies, communication and voting. Why don’t Republicans? Because Republicans require an enemy, a boogyman and a devil. Republicans live in a bubble of misinformation, propaganda and lies to keep their loyal voters.
Tuesday, October 6, 2020
Li-ion Cost Decline and Forecast Using Cumulative Production Volume
Li-ion Cost Decline and Forecast
Using Cumulative Production Volume
Data Source: Ark Invest
https://ark-invest.com/analyst-research/wrights-law-2/
Wright’s Law Formula Y=aX^b
Y = cumulative average $/kWh
X = cumulative kWh produced
a = cost required to produce 1st unit
b = slope of the function
For example, the graph shows Li-ion cost decline and forecast using cumulative production volume. Estimating the values from the graph and entering them into a spreadsheet, then estimating the linear equation using natural log values (LN).
LN(Y) = 9.2 - 0.55*LN(X)
As a result, we forecast future battery cost declines based on increases in cumulative kWh produced. 2020 costs average $100/kWh. Estimated 2021 and 2022 are $95/kWh and $90/kWh respectively. However Tesla has stated they have a new 10 gWh factory producing the new 4680 cells in California at full capacity by 2022. This means Tesla will probably be producing batteries at about $40/kWh from the 10gWh factory and the older designed batteries and Nevada factory will still be at $90/kWh.
This aligns with Tesla’s estimate that they will reduce $/kWh battery costs by about 50 percent in 2022 when operating at full capacity. As volume increases, based on scaling up to Terawatt-hour factories (probably in Texas and Berlin), then the battery costs per kWh will continue to decline until they are a commodity both for vehicles and grid scale, residential or commercial energy storage.
Sunday, August 23, 2020
Millenial Generation (Born 1982 - 2004)
Our lives, our sacred honor and our Democracy are all on the line November 3, 2020. Each Generation approaches this kind of tipping point in history with a different attitude. GenX (Born 1961 - 1981) believe individual responsibility solves all problems. They expect nothing from government and receive nothing. The majority of GenX will be on the losing side of the election in November.
Millennials remain incredibly optimistic because they know who will win the election and lead America out of this multi-crisis era. Millennials will continue to adapt and change, and fit into whatever happens. Millennials experience all the chaos, destruction and turmoil in society. How do they remain optimistic?
Optimism saves Millennials from following the path described by the current Administration. Millennials believe in Community and learned to be risk averse. Millennials believe you don’t trust the individual, you trust the group. Millennials have been told they are special since they were born and so they take care of themselves because everyone expects great things from them.
There will be tremendous wealth destruction over the next 5 to 10 years as the fossil fuel industry wealth degrades and their influence on politicians plummets to nothing. The old social order also gets destroyed with the shift away from Republican and Conservative values toward Democracy and collective values.
As then Secretary of Commerce Herbert Hoover wrote in his 1922 book American Individualism: "Individualism has been the primary force of American civilization for three centuries.” Individual responsibility will degrade and collective responsibility championed by Millennials will prevail in 2021.
Political scientist Stephen Skowronek said in an interview in November 2016:
“If there’s going to be a reconstruction following a failed Trump presidency, it’s going to be something completely different than what we’ve seen before. Somebody has to come up with what that’s going to be. That’s a job for political action, not political science.”
In 2020 and beyond, happiness will be based on a collectivist society not individual wealth. Collectivist teams are where everyone is making decisions collectively, this results in more of a consensus decision making model and typically the team feels responsible for the success collectively. The Biden/Harris nomination positions Democrats to take political action by creating collectivist teams that reject individualism offered by Republicans. As a result, Republicans will be reduced to the minority party for decades after the Democrats success from 2020 through 2028 enters the history books.
What about Baby Boomers? Joe Biden is one of the oldest Boomers alive today. The top leaders in a time of multiple crises have always been from an older generation at the time. There are GenX and Millennial leaders supporting specific agendas within the overall Democrat agenda. However a Boomer generation leader was expected to step forward and lead a collective political action.