Het AI Gigafactory-initiatief van de EU wordt onder de loep genomen

Het plan van de Europese Unie ter waarde van 20 miljard euro om AI-gigafabrieken op te richten voor het opleiden van toonaangevende AI-modellen wordt geconfronteerd met aanzienlijke kritiek van branchegroepen met betrekking tot het doel en de financiële levensvatbaarheid ervan .

Overzicht van het EU-plan

• Investering: De Europese Commissie kondigde in februari een investering aan van €20 miljard om gigafabrieken te creëren, die elk ongeveer 100.000 chips bevatten, om 'de meest complexe, zeer grote AI-modellen' te ontwikkelen .
• Financieringsstructuur: De EU en de regeringen van haar lidstaten zullen tot 35% van de kapitaaluitgaven dekken, waarbij particuliere consortia het resterende kapitaal en alle bedrijfskosten financieren .
• Interest: In juni had de Commissie 76 blijken van belangstelling ontvangen om deze gigafabrieken te exploiteren, met voorstellen voor een totaalbedrag van €230 miljard van overheden en de particuliere sector . Bij deze voorstellen zijn consortia van datacenterexploitanten, telecommunicatie, energieleveranciers, technologiebedrijven en investeerders betrokken op 60 locaties in 16 EU-staten .
• Doel: De gigafabrieken zijn in de eerste plaats bedoeld om Europa de hardware te leveren die nodig is om zijn eigen grote taalmodellen (LLM's) te trainen, vergelijkbaar met de modellen die chatbots ondersteunen zoals ChatGPT . In documenten van de Commissie wordt ook gewezen op flexibiliteit voor andere toepassingen, zoals het verfijnen of gebruiken van reeds getrainde modellen .

Bezorgdheid en kritiek uit de sector

• Gebrek aan duidelijke behoefte: vertegenwoordigers van de industrie, zoals Agata Hidalgo van France Digitale, stellen de fundamentele noodzaak van deze gigafabrieken en de vraag naar hun diensten ter discussie . Alexander Rabe van de Duitse Association of the Internet Industry (Eco) is ook van mening dat zo'n grote concentratie chips niet onmiddellijk nodig is voor Europese AI-bedrijven .
• Financiële duurzaamheid: Veel bedrijven twijfelen aan de rentabiliteit van de bouw en exploitatie van deze faciliteiten, waarbij Kai Zenner, een assistent van een Duits parlementslid, stelt dat bedrijven geen duidelijke businesscase zien . Jörg Bienert, voorzitter van de Duitse AI-vereniging, was sceptisch over het feit dat alle 70 blijken van belangstelling zullen worden omgezet in concrete plannen vanwege de aanzienlijke investeringen die nodig zijn . In het rapport van zijn vereniging werd gewaarschuwd voor het risico dat particuliere consortia met aanzienlijke investeringen en doorlopende kosten blijven zitten zonder voldoende betalende klanten .
• Gebrek aan consultatie: Alexander Rabe bekritiseerde het ontbreken van eerdere discussies en suggereerde dat de aankondiging een 'typische politieke situatie' was waarin de EU zich genoodzaakt voelde om op te treden .
• Alternatieve benaderingen: Eco-leden geven de voorkeur aan een raamwerk dat particuliere investeringen in AI-hardware aanmoedigt door middel van maatregelen zoals goedkopere energie en eenvoudigere bouwvergunningen, in plaats van overheidssubsidies . Bienert stelde voor om te beginnen met slechts twee gigafabrieken, maar met een groter deel van de overheidsfinanciering .

Tegenargumenten en optimisme

• Strategische investering: Een woordvoerder van de Commissie benadrukte dat gigafabrieken een strategische investering zijn voor de technologische soevereiniteit van Europa, waarbij capaciteit op lange termijn voorrang krijgt boven winst op korte termijn .
• Capaciteit vóór de vraag: Connect Europe, een lobbygroep voor telecomaanbieders, steunt het plan, met het argument dat investeren in capaciteit vóór de vraag cruciaal is in technologie om te voorkomen dat concurrenten zoals de VS en China achterblijven . Zij benadrukken de noodzaak van „maatregelen aan de vraagzijde” en „koop Europese” initiatieven om te zorgen voor voldoende zakelijke activiteiten .
• Business Case Optimisme: Björn Ommer, professor aan de Ludwig Maximilian Universiteit in München, merkte op dat sommige bedrijven een duidelijke waarde zien in het inzetten van AI binnen dit kader, wat een potentiële businesscase impliceert voor bepaalde operators .

Bredere marktcontext

• AI Bubble Fears: Bezorgdheid over het gigafactory-plan wordt versterkt door een bredere perceptie van een AI-bubbel in de VS, waarbij de CEO van OpenAI de 'overmatige opwinding' van investeerders erkent .
• LLM-winstgevendheid: Nog geen enkele LLM is winstgevend gebleken, aangezien de opleidings- en operationele kosten veel hoger zijn dan de abonnementsinkomsten. OpenAI verwacht bijvoorbeeld pas in 2029 winst .
• Prestatieplateaus: Sommige experts, waaronder Philip Piatkiewicz van de European AI-Data-Robotics Association, zijn van mening dat de prestaties van LLM mogelijk een plateau bereiken . Bienert ziet dit als een kans voor Europa om zijn achterstand in te halen en pleit voor open-source, soevereine Europese LLM-oplossingen .
• Culturele relevantie: Piatkiewicz benadrukt ook de behoefte aan Europese modellen die zijn afgestemd op niet-Engelse talen, aangezien de huidige Amerikaanse modellen vaak onvoldoende zijn .
• Europese kampioenen: Hoewel Europa AI-kampioenen zoals Mistral heeft, wijst Bienert erop dat Amerikaanse investeerders ze grotendeels bezitten, wat vragen oproept over de duurzaamheid van de Europese AI-soevereiniteit .

Hoewel de EU ernaar streeft haar AI-capaciteiten te versterken door middel van gigafabrieken, vragen belanghebbenden uit de sector over het algemeen om een meer gedefinieerde strategie, duidelijkere businesscases en meer overleg om het succes en de financiële levensvatbaarheid van het initiatief op lange termijn te waarborgen in een snel evoluerend en concurrerend wereldwijd AI-landschap.

Introduction: AI is now recently everywhere but we still need humans

Important to observe here: none of these things are simple and they require ecosystem thinking. Embedding skills takes faculty, learning designers, CTL-types to train and. support faculty, and industry and edu associations to articulate the skills that need embedding. Applied opportunities require industry partners to create the opportunities, co-design them, and run them well...not to mention the HE side of coordinating between the partnership shop, career services, advising, and faculty.

These "capacities" are a blueprint for how HE can notice, name, and credential the stuff that actually matters.

Shift from selling whole birds to value-added processed products. Demonstrates industrial capitalism’s logic: transform raw goods for higher profit Chicken Nuggets represent value-added capitalist strategies.

Reflects how agribusinesses shifted risk to small farmers while consolidating profits.

WWII meat rationing shifted American meat preferences. Set the foundation for chicken’s post-war rise; shows war's long-term domestic effects.

Expansion of middle-class white women's roles into food-related professions Reflects how 1950s American culture confined women's professional opportunities to consumer-oriented domestic fields.

Spam produced by female workers Reflect shifting in gender roles, increase presence of women in industrial labors

Spam made use of cheap and discarded meat reflected Depression-era frugality; made meat more accessible to lower-income populations

Reveals blatant exploitation and racism toward Chinese workers, who were later excluded by law

Reflects how workers’ physical movements were controlled to maximize fruit quality, showing labor as mechanized and disciplined.

Most companies have external partnerships for employee training and the majority of those that do not would be interested in having them.

https://www.energyvoice.com/oilandgas/570944/repsol-harbour-most-aligned-with-paris-agreement/

https://carbontracker.org/reports/paris-maligned-iii/

https://www.liberation.fr/international/europe/en-espagne-la-panne-electrique-geante-ravive-le-debat-autour-des-energies-renouvelables-20250501_MI7RP64JCNCYJNWOQL2ADODKSQ/

https://www.theguardian.com/environment/2025/apr/17/revealed-worlds-largest-meat-company-jbs-may-break-amazon-deforestation-pledges-again

Looking for startup ideas for food industry?

From on-demand food delivery to AI-driven meal planning apps, innovative food tech solutions are shaping the future. Whether you're launching a cloud kitchen app or a restaurant management platform, technology can help you streamline operations and enhance customer experience.

Explore how artificial intelligence is revolutionizing the retail industry, from optimizing inventory management to creating personalized shopping experiences. Discover the impact of AI in retail industry and its role in driving innovation and efficiency for businesses.

Ein von 1000 Wissenschaftler:innen unterzeichnetes Papier, das sich für den Konsum vom Fleisch ausspricht, ist das Ergebnis einer PR- und Lobbying-Aktion der Fleischindustrie. Es diente der Beeinflussung der EU-Kommission. Der EU-Agrarkommissar übernahm die Argumentation. Offenbar ist es mit Hilfe der sogenannten Dublin Declaration, die von Fachleuten als wenig qualitätvoll beurteilt wird, gelungen, die EU-Kommission von ihrer ursprünglichen Absicht, Einschränkungen bei der Fleisch- und Milchproduktion zu vertreten, abzubringen. https://www.theguardian.com/environment/2023/oct/27/revealed-industry-figures-declaration-scientists-backing-meat-eating

for - article - Techradar - Top AI researcher says AI will end humanity and we should stop developing it now — but don't worry, Elon Musk disagrees - 2024, April 7 - AI safety researcher Roman Yampolskiy disagrees with industry leaders and claims 99.999999% chance that AGI will destroy and embed humanity // - comment - another article whose heading is backwards - it was Musk who spoke it first, then AI safety expert Roman Yampolskiy commented on Musk's claim afterwards!

Debunking Common Misconceptions About a Career in Real Estate

for - addendum - add ecological footprint of advertising industry to material waste generated by consumer culture - from Substack article - The Cosmo-Local Plan for our Next Civilization - Michel Bauwens - 2024, Dec 20

addendum - add ecological footprint of advertising industry to material waste generated by consumer culture - The advertising industry itself has a huge ecological footprint as well, in addition to the extra, unneeded material that planned obsolescence creates - references to be added

A Comprehensive Guide to Property Investment in Australia

for - stats - philanthropy - possibly the world's 8th largest industry - with little transparency - Post Capitalist Philanthropy Webinar 1 - Alnoor Ladha - Lynn Murphy - 2023

for - stats - 27% of the gap can be reduced by wind and solar deployment and 20% by action on forests, while efficiency, electrification, fuel switching in buildings, transport and industry sectors can also contribute - UN Emissions Gap Report 2024 - Key Messages

Explore how AI is changing pharma: driving the next wave of innovation in drug discovery, predictive analytics, and personalized medicine. From predictive analytics to pharma, AI is redefining R&D, patients' care, and how pharmaceutical companies streamline processes for fast breakthroughs toward better health outcomes. 💊🤖

Desmond, Matthew. Poverty, by America. 1st ed. New York: Crown, 2023. https://amzn.to/40Aqzlp

Annotation URL: urn:x-pdf:eefd847a2a1723651d1d863de5153292

Alternate annotation link: https://jonudell.info/h/facet/?user=chrisaldrich&max=100&exactTagSearch=true&expanded=true&url=urn%3Ax-pdf%3Aeefd847a2a1723651d1d863de5153292

for - adjacency - the largest companies in the world have more capital than many countries - the society of the spectacle - lobby industry

adjacency - between - the largest multi-national companies in the world have more capital than many countries - the society of the spectacle - adjacency relationship - It is a well publicized fact that the world's largest multi-national companies have more capital than many countries - This fact is a prime example of the conclusions of the society of the spectacle, - Governments are coopted to serve the needs of the multi-nationals through corporate lobbyists - In fact, multi-national corporations are called "multi-national" precisely because they are so large that they exceed the boundaries of nation states, they are LARGER than nation states - Advertising, movies and products all flow trans-nationally across political boundaries - Military weapons developed by the military industrial complex and sold to nation states make modern warefare between them exponentially more harmful - In the end, the elites within such corporations benefit from the most from the consumption - The diversion is towards maximizing their profits at the expense of all else: - people - the environment - life on earth

https://www.youtube.com/watch?v=ye2dEokIyKE

Die Fossilindustrie finanziert seit Jahrzehten Universitäten und fördert damit Publikationen in ihrem Interesse, z.B. zu false solutions wie #CCS. Hintergrundbericht anlässlich einer neuen Studie: https://www.theguardian.com/business/article/2024/sep/05/universities-fossil-fuel-funding-green-energy

Studie: https://doi.org/10.1002/wcc.904

for - biodiversity ecosystem services - most relevant for insurance industry

biodiversity ecosystem services - most relevant for insurance industry - Intact habitat - respiratory disease claims are one of the key driver of insurance claims worldwide. Intact forests are a key air purifier - Pollination - stats - global annual economic cost of insect pollinators - 235 to 577 billion USD - OECD 2019 - Air quality and local climate - (see above) - Water security - Water quality - Soil fertility - Erosion control - coastal / river-bordering forests / mangroves provide key erosion protection. - roots build a natural bulwark against waves and can store water during heavy rainfall - where forests (and mangroves) have disappeared, landslides and storm surges are more common and can move further inland, causing property losses covered by insurance - Coastal protection - (see above) - Food provision - Timber provision

question - valuable ecosystem services identified for insurance industry - what about minerals?

for - planetary emergency - economic cost of nature - from an insurance perspective - natural capital valuation - from insurance industry perspective - biodiversity - natural capital valuation - from insurance industry perspective - Swiss RE - Biodiversity and Ecosystem Services (BES) metric - from insurance industry perspective

https://www.theguardian.com/us-news/article/2024/aug/05/climate-change-denial-congress

for - AI - inside industry predictions to 2034 - Leopold Aschenbrenner - inside information on disruptive Generative AI to 2034

document description - Situational Awareness - The Decade Ahead - author - Leopold Aschenbrenner

summary - Leopold Aschenbrenner is an ex-employee of OpenAI and reveals the insider information of the disruptive plans for AI in the next decade, that pose an existential threat to create a truly dystopian world if we continue going down our BAU trajectory. - The A.I. arms race can end in disaster. The mason threat of A.I. is that humans are fallible and even one bad actor with access to support intelligent A.I. can post an existential threat to everyone - A.I. threat is amplifier by allowing itt to control important processes - and when it is exploited by the military industrial complex, the threat escalates significantly

• to - YouTube - 4 hour in-depth interview with Leopold Aschenbrenner on the disruptive and existential impacts of A.I. super-intelligence
  • https://hyp.is/zk8hdjEoEe-EIHtdo3U81w/www.youtube.com/watch?v=zdbVtZIn9IM

for - AI Disruption - Realtime - music industry is scrambling

for - adjacency - geopolitics - Russia Ukraine war - oil and gas industry destruction leading to economic collapse

adjacency - between - geopolitics - Russia Ukraine War - Oil & Gas industry - Economic collapse - drone attacks on oil refineries - adjacency relationship - Konstantin' insider news is that the economic collapse is beginning due to the significant damage that the oil & gas refinery infrastructure has been damaged by effective Ukrainian drone attacks and the Western sanctions

for - wicked problems - synthentic opiods coming to EU faster due to successful Taliban war on poppy industry

summary - the new synthetic opiod "Nitazene" is being manufactured in China and replaces the banned fentanyl. It is 300x stronger than heroin. - Due to the Taliban's successful war on drugs that has stamped out 95% of the poppy production, EU drug addicts are turning to the far more deadly nitazine

from - youtube - BBC - Inside the Taliban's war on Drugs - https://hyp.is/hKPiKBYbEe-2ZCPwUTz0Lg/docdrop.org/video/W-gMRFEZOGY/

for - question - how will the Taliban's successful destruction of the poppy industry affect drug supplies in Europe?

to - youtube - Vice - The new fentanyl killing drug users in Europe - https://hyp.is/MDez0BYcEe-rq0sJ-I6FRg/docdrop.org/video/JqqfI-bIvnI/

Eine Studie von Greenpeace unter dem Titel "The Dirty Dozen" zeigt, dass die europäischen Fossil-Konzerne ihre enormen Gewinne weiterhin vor allem in fossile Energien investieren. Nur 7,3% ihrer Investitionen flossen 2022 in erneuerbare Energien. Nur 0,3% der von ihnen produzierten Energie stammte aus erneuerbaren Quellen.

https://taz.de/Investition-der-Oelkonzerne/!5951092/

Französische Versicherungsgesellschaften haben für die Schäden, die extremwetterereignisse im vergangenen Jahr verursacht haben, 6,5 Milliarden Euro ausgegeben. Die globale Erhitzung ist für einen großen Teil dieser Summe mit verantwortlich. Ein neuer, auch für die Regierung erstellter Bericht analysiert die Veränderungen für die Versicherungswirtschaft durch die verschärfte ökologische Situation. https://www.liberation.fr/environnement/climat/catastrophes-naturelles-a-repetition-un-rapport-pour-lutter-contre-les-possibles-deserts-assurantiels-dans-les-zones-a-risques-20240402_6ZTTTPV6JFGBZIZ3DOZITYS6QA/

Die französischen Obstbauern müssen ihre Produktion an die globale Erhitzung anpassen. Im Süden werden zunehmend Mandeln, Pistazien und Cashewnüsse angebaut. Dabei muss verhindert werden, dass durch zu viel industrielle Landwirtschaft die Ökosysteme weiter geschädigt werden. Der Agroökonom Serge Zaka fordert ein stärkeres Engagement des Staats bei der Umstellung und weist darauf hin, dass jetzt Entscheidungen getroffen werden, die die "weltweite Geopolitik der Ernährung" 2050 bestimmen werden.

https://www.liberation.fr/environnement/climat/changement-climatique-pour-larboriculture-lavenir-se-joue-maintenant-20230831_AEJ42FWLRZEKNJAB4TJU2JBUFI/

https://www.theguardian.com/business/2023/nov/23/companies-still-investing-too-much-in-fossil-fuels-global-energy-watchdog-says

https://www.theguardian.com/us-news/2023/jul/16/big-oil-climate-pledges-extreme-heat-fossil-fuel

Asset Manager großer Investment Fonds, darunter BlackRock, benutzen sogenannte Öko-Fonds mit ESG-Siegel für massive Investitionen in fossile Unternehmen. https://www.theguardian.com/business/2023/may/02/green-investment-funds-pushing-money-into-fossil-fuel-firms-research-finds

Das neueste Kohlekraftwerk in Bangladesch musste kurz nach seiner Eröffnung bereits zweimal stillgelegt werden, weil Bangladesch nicht über die Devisenreserven verfügte, um die nötige Kohle aus Indonesien zu importieren. Die New York Times stellt ausgehend von diesem Beispiel die zunehmenden wirtschaftlichen Schwierigkeiten wegen der Kosten der Köhleenergie dar. Im Augenblick ist China das einzige größere asiatische Land, das massiv Kohlekraftwerke ausbaut. https://www.nytimes.com/2023/06/18/climate/coal-electricity-bangladesh.html

In den USA führen wachsende Datencenter, die u.a. durch die Industriepolitik steigende Produktion in Fabriken und immer mehr Elektrofahrzeuge zu einem steilen Anstieg des Bedarfs nach Elektrizität. Der zusätzliche Verbrauch wird in fünf Jahren etwa dem jetzigen Kaliforniens entsprechen. Die bestehenden Klimaziele werden dadurch gefährdet. Viele neue Gaskraftwerke werden bereits projektiert, unter anderem, weil die Regulierungen fossile Energien begünstigen. https://www.nytimes.com/interactive/2024/03/13/climate/electric-power-climate-change.html

Staaten, die von der Viehwirtschaft abhängig sind, haben über Jahre großen Druck auf die FAO ausgeübt, Forschungsergebnisse zu den Methanemissionen durch Vieh zurückzuhalten. Wichtige Berichte wurden nicht publiziert. Wahrscheinlich wurde auch das volle Ausmaß der Treibhausgasemissionen durch die Viehzucht bewusst nicht dargestellt. https://www.theguardian.com/environment/2023/oct/20/ex-officials-at-un-farming-fao-say-work-on-methane-emissions-was-censored

Livestock's Long Shadow: https://www.fao.org/3/a0701e/a0701e.pdf

for - deep geothermal - Quaise Energy - Paul Woskov - adjacency - deep geothermal - gyrotron - microwave energy - drilling - use oil & gas industry drilling expertise - rehabilitate old mines

summary - see adjacency statement below

adjacency - between - deep geothermal - gyrotron - microwave energy - drilling - use oil & gas industry drilling expertise - rehabilitate old mines - adjacency statement - gyrotrons pulse high energy microwave energy in nuclear fusion experiments - Woskov thought of applying to vaporing rocks - Quaise was incorporated to explore the possiblity of using gyrotrons to drill up to 20 miles down to tap into the earths heat energy to heat water and drive steam turbines in existing coal-fired and gas power plants - oil and gas industry drilling expertise can be repurposed for this job - as well as all the abandoned resource wells around the globe - Such heat can provide a stable 24/7 base load energy for most of humanity's energy needs.

implications for energy transition - This is a viable option for replacing the dirty fossil fuel system - It has the scale and engineering timelines to be feasible - It is a supply side change but can affect our demand side strategy - The strategy that may become the most palatable is one of a "temporary energy diet"

Die EU hat nicht erreicht, dass Mittel aus dem Inflation Reduction Act auch zur Subventionierung des Kaufs von aus der EU gelieferten privaten E-Autos verwendet werden. Bei der Entscheidung der USA, die in der EU-Wirtschaft vielfach als protektionistisch bewertet wird, spielt die Herkunft von Mineralien eine große Rolle. Die Verhandlungen über das Critical Minerals Agreement (CMA) führten nicht zu einer Einigung. Der Handelsblatt-Artikel stellt den komplexen Hintergrund ausführlich dar und berichtet auch über weitere Verhandlungen.

https://www.handelsblatt.com/politik/international/ira-deutsche-autobauer-gehen-amerikanischen-milliarden-subventionen-leer-aus/100030133.html

In zwei neuen Berichten fordert das Shift-Projekt dazu auf, bei der Einführung des 6G-Netzes den Energieverbrauch zu berücksichtigen und sich - anders als bei 5G - am Prinzip der Datensparsamkeit zu orientieren.

https://www.liberation.fr/economie/economie-numerique/avenement-de-la-6g-il-faut-eviter-de-faire-les-memes-erreurs-quavec-la-5g-estime-le-shift-project-20240328_ELBNLNOR4ZAIVJRDQ4OCWAI4NE/

Why does it seem so apropos that Thanksgiving, a quintessential American holiday, is the product of corporate marketing?

https://www.theguardian.com/environment/2024/mar/18/banks-driving-increase-in-global-meat-and-dairy-production-report-finds

Die sogenannten Bauernproteste haben in Frankreich bewirkt, das 400 Mill. Euro zusätzliche Regierungshilfen bewilligt wurden. Die Zahlungen setzen eine Serie von Hilfsmaßnahmen fort, die dazu geführt haben, dass der französische Staat inzwischen im Jahr 2 Milliarden Euro an Hilfen für die Landwirtschaft zahlt. Eine neue Studie des frz. Instituts für Klimaökonomie fordert dagegen eine klimagerechte Reform der Landwirtschaft. https://www.liberation.fr/economie/agriculture-face-aux-crises-successives-les-aides-durgence-fleurissent-et-sintensifient-20240229_F53LZ5REGFETNNGQNV3GHUNZI4/

Studie: https://www.i4ce.org/edito-aides-crise-agricoles-augmentent-et-satisfaisant-pour-personne/

Der französische Haut Conseil pour le Climat, ein vom Präsidenten eingesetztes Beratungsgremium, hat im Januar eine Studie zur Dekarbonisierung der Landwirtschaft vorgelegt. Die Ernährung ist für 22% der französischen Emissionen verantwortlich . Der Bericht fordert eine radikale Umstellung der Landschaft auf Praktiken, die niedrige Emissionen und den Schutz von CO2-Senken sicherstellen. https://www.liberation.fr/environnement/le-haut-conseil-pour-le-climat-pointe-les-obstacles-a-la-decarbonation-de-lagriculture-20240125_5C3EGPXKWBCLBKWPNA6ELT7OFY/

Bericht: https://www.hautconseilclimat.fr/publications/accelerer-la-transition-climatique-avec-un-systeme-alimentaire-bas-carbone-resilient-et-juste/

Im Trilog haben sich EU-Parlament, europäischer Rat und Europäische Kommission auf den Net-Zero Industry Act geeinigt, mit dem erreicht werden soll, dass mindestens 40% der für die Erzeugung erneuerbarer Energien notwendigen Güter aus der EU selbst kommen. Außerdem sollen die Kapazitäten zur Abscheidung und Speicherung von CO₂ (CCS) bis 2030 auf mindestens 50 Millionen Tonnen gesteigert werden. https://www.repubblica.it/economia/2024/02/07/news/accordo_sul_piano_per_unindustria_a_impatto_zero_la_risposta_delleuropa_a_cina_e_stati_uniti-422077536/

Alle drei republikanischen Kandidaten bei den US-Vorwahlen treten nachdrücklich für eine weitere Steigerung der Förderung von Öl und Gas ein. Sie wollen Subventionen für erneuerbare Energien und Elektromobilität zurückfahren. Nur für 13% der republikanischen Wähler ist die Klimakrise eine Top-Priorität. https://www.theguardian.com/us-news/2024/jan/18/trump-republican-rivals-climate-crisis

Die europäische Solar-Industrie ist in einer schweren Krise, weil chinesische Unternehmen mit wesentlich billigeren Modulen auf den europäischen Markt drängen. Die Subventionen der USA für die eigene Industrie verstärkt diesen Druck. Wenn die deutsche Regierung ihre Subventionspolitk nicht ändert, wird der Hersteller Meyer Burger sein deutsches waren schließen und nur noch in den USA produzieren. https://www.handelsblatt.com/unternehmen/energie/erneuerbare-energie-solarausruester-meyer-burger-droht-mit-schliessung-der-deutschen-modulproduktion/100007780.html

Die großen Firmen der Fossilindustrie haben 2023 Selbstverpflichtungen zur Dekarbonisierung zurückgenommen. Im wärmsten Jahr der aufgezeichneten Geschichte haben sie an der Perfektionierung ihrer fossilen Geschäftsmodelle und an an einer weiteren Steigerung der Förderung von Öl und Gas gearbeitet. Überblicksartikel im Guardian. https://www.theguardian.com/us-news/2024/jan/03/2023-hottest-year-on-record-fossil-fuel-climate-crisis

Die amerikanische fossilindustrie finanziert mit einem achtstelligen Millionenbetrag eine Kampagne deren Ziel eine weitere Ausweitung der Produktion ist, wobei man auch die Gaza-Krise ausnutzt. Dabei werden vor allem Desinformationsstrategien der sogenannten climate delayers verwendet.

https://www.theguardian.com/us-news/2024/jan/10/oil-ads-lights-on-energy

• for: elephants in the room - financial industry at the heart of the polycrisis, polycrisis - key role of finance industry, Marjorie Kelly, Capitalism crisis, Laura Flanders show, book - Wealth Supremacy - how the Extractive Economy and the Biased Rules of Captialism Drive Today's Crises

• Summary

  • This talk really emphasizes the need for the Stop Reset Go / Deep Humanity Wealth to Wellth program
  • Interviewee Marjorie Kelly started Business Ethics magainze in 1987 to show the positive side of business After 30 years, she found that it was still tinkering at the edges. Why? - because it wasn't addressing the fundamental issue.
  • Why there hasn't been noticeable change in spite of all these progressive efforts is because we avoided questioning the fundamental assumption that maximizing returns to shareholders and gains to shareholder portfolios is good for people and planet.**** It turns out that it isn't. It's fundamentally bad for civilization and has played a major role in shaping today's polycrisis.
  • Why wealth supremacy is entangled with white supremacy
  • Financial assets are the subject
    • Equity and bonds use to be equal to GDP in the 1950s.
    • Now it's 5 times as much
  • Financial assets extracts too much from common people
  • Question: Families are swimming in debt. Who owns all this financial debt? ...The financial elites do.

• meme

  • wealth supremacy and white supremacy are entangled

• for: quote - wellness industry - far right ideals

• quote

  • the underlying tenets of wellness culture also set the stage for a paranoid individualism: Neoliberal wellness culture’s message “that individuals must take charge over their own bodies as their primary sites of influence, control, and competitive edge” and “that those who don’t exercise that control deserve what they get” has turned out to be “all too compatible with far-right notions of natural hierarchies, genetic superiority, and disposable people.”

https://8flix.com/scripts/the-black-list/

• for: climate crisis - elites, Kevin Anderson - elites, carbon emissions - elites, adjacency - elites - carbon inequality - incentives - luxury - capitalism

• title: A Habitable Earth Can No Longer Afford The Rich – And That Could Mean Me And You

• author: Kevin Anderson

• date: Nov. 29, 2023

• comment

• adjacency between
  • elites
  • capitalism
  • free market
  • incentives
  • double bind
  • wicked problem
  • inequality
  • carbon inequality
  • luxury industry
• adjacency statement
  • This article was pulled by "The Conversation" for being too controversial
  • It addresses the double-bind / wicked problems that we find ourselves in.
  • It's not just that the elites that are the highest per capita polluters, but
    • it is an indictment of the entire philosophy and worldview of capitalism and the market economy which produces winners and losers and
    • the winners reap enormous resource benefits, including being able to afford luxury items as rewards which constitute the largest ecological footprint of all
  • while at any one time, there is always a minority of the 1%, who hold the most outsized ecological footprint of all, the logic that produced that 1% also serves as the incentives for the majority of the 99%, who because of the inherent precarity created by capitalism, will fight and struggle to become part of that 1%
  • So while one generation of the 1% die off, a new generation is born and created by the incentive structure of scarcity and precarity.
  • In this sense, capitalism has its own self-reinforcing, positive feedback loop that keeps the masses of the disenfranchised aspiring to the same high resource and ecological footprint, luxury lifestyle
  • Look at the culture industry of sports, entertainment, movies, music, TV, etc. and of business in general. The leaders of these and ALL fields are celebrated as heros and they all reward themselves with an ultra-high carbon intensity, luxury lifestyle.
  • Unless we do more than simply demonize the current set of elites, and recognize the root cause and change the incentive structure itself, we will only ever deal with the symptom and not the problem, and continue to generate the next generation of elites
  • The luxury lifestyle industry is a important role-player in the self-reinforcing feedback loop

• for: energy transition without willing participation from the fossil fuel industry

• question

  • What data does the IEA base this claim on?

• for: double bind - oil and gas industry committing to clean energy, oil and gas industry - Mexican standoff - SIMPOL

• comment

  • The oil and gas industry faces the dilemma of the first mover. Nobody wants to take the risk to commit
  • It's a Mexican standoff but maybe SIMPOL is the solution

• reference

  • https://simpol.org/

• for: stats - oil and gas industry - required investments in clean energy

• stats: oil and gas industry - required investments in clean energy

  • 50 % of capital expenditure by 2030 and reduction in scope 1 and 2 emissions

• comment

  • Wow, is it really possible for the industry to spend 50 % of their budget on clean energy in 7 years? This would be unprecedented, given that greenwashing is all we've ever seen in the past.

• for: stats - oil and gas industry - repurposing for clean energy

• stats: oil and gas industry - repurposing for clean energy

  • only 30 % of the energy consumed in a clean energy future within 1.5 Deg C comes from low emission fuels and technologies that benefit from oil and gas industry resources
  • this leaves a huge deficit of 70 %.

• question

  • How will the transition account for these human and technological resources?

• for: stats - oil and gas industry - fight for survival

• stats: oil and gas industry - fight for survival

  • competing oil producers will have to reach an agreement on who has the right to produce the remaining carbon budget
  • 24 million barrels a day are still produced in a 1.5 Deg C scenario but are largely uncombusted
    • 75 % of that will be used in petrochemical and other industry
    • 920 billion cubic meters of natural gas
      • 50% of this for hydrogen production

• for: stats - oil and gas industry - steep drop in production

• stats - oil and gas industry - steep drop in production

  • no new fields can be developed to meet a 1.5 Deg C scenario
  • any new developments face the certain risk of being a stranded asset
  • by 2040, 7 million less barrels of oil are produced each day to meet a 1.5 Deg C scenario

• for: stats - oil and gas industry operational emissions

• stats: oil and gas industry - operational emissions

  • 15% of all global emissions are from the production, transport and processing of fossil fuels

• for: stats - oil and gas industry - clean energy investments

• comment

  • Inclusive transformation
    • Clearly, transforming the dirty fossil fuel industry into clean energy industry requires migrating as much of those 12 million dirty energy jobs as possible. We can't alienate the fossil fuel industry.
    • the barometer to measure this paradigm shift in fossil fuel industry narrative is their investment into clean energy. Over the years, majors have acted like politicians, promising significant clean energy investment, then backsliding. There is no more time for that.

• for: stats - oil and gas industry - profit split, stats - oil and gas industry - reserves split

• stats: oil and gas industry profit split

  • 50 % to governments
  • 40 % to investments
  • 10% to shareholders and debt

• stats: oil and gas reserve splits

  • majors: 13 % production, 13 % reserves
  • National Oil Companies: 50% production, 60 % reserves

• for: stats - fossil fuel industry - valuation in a 1.5 Deg C world

• stats: fossil fuel industry - valuation in a 1.5 Deg C world

  • current 2023 valuation: 6 trillion USD
  • current NDCs met (short of a 1.5 Deg C world): 4.5 trillion USD
  • 1.5 Deg C world: 2.4 trillion USD

• for: IEA 2023 report - exec summary - Fossil Fuel industry, IEA 2023 report - exec summary - Oil and Gas industry

• summary

  • this is the IEA summary of the position of the Oil and Gas industry and what they must do in order to transition to a net zero world by 2050 and avert 1.5 Deg C global mean temperature.
  • it contains a lot of useful information and statistics

for: stats - oil and gas industry, stats - fossil fuel industry

• stats: oil and gas industry
• stats: fossil fuel industry
  • The fossil fuel industry's production, transport and processing operations accounts for 15% of global energy-related greenhouse gas emissions.

• for: stats - oil and gas industry, stats - fossil fuel industry

• stats - oil and gas industry

• stats - fossil fuel industry
  • Oil and gas producers account for approximately 1% of total clean energy investment
  • 60 % of that comes from 4 companies

• for: stats - oil and gas industry, stats - fossil fuel industry

• stats - oil and gas industry

• stats - fossil fuel industry
  • supplies approximately 50% of all total global energy
  • employs 12 million people directly
  • Since 2018, annual revenues average 13 trillion USD
  • revenue split
    • 50 % to governments
    • 40% to investment
    • 10% to shareholders and debt
  • Major oil companies account for 13 % of all reserves
  • National Oil Companies (NOC) account for
    • over 50% of all production
    • close to 60% of all reserves

• for key insight - sustainability industry is stuck

• key insight

  • claim
    • sustainability industry is plagued with the same root cause as the problem that it is trying to solve

all these attacks on poor people are just symptoms of pacifism and overpopulation.<br /> pacifism has only replaced serial murder with hidden warfare. what a stupid waste of energy...

Hintergrundbericht über den Druck, mit dem interessierte Staaten und das FAO-Management versuchten, Berichte über die durch Viehzucht verursachten Treibhausgasemissionen zu verhindern bzw. zu schönen.https://www.theguardian.com/environment/2023/oct/20/the-anti-livestock-people-are-a-pest-how-un-fao-played-down-role-of-farming-in-climate-change

Die britische Fossilindustrie wird ihr offizielles Ziel, die Emissionen bis zum Ende des Jahrzehnts zu halbieren, nur duch ein deutlich entschlosseneres Vorgehen erreichen, wie aus einer Warnung der industriefreundlichen britischen Regulierungsbehörde für die Nordsee hervorgeht. Gemeint sind dabei nur die produktionsbedingten Emissionen. Sie machen 3% der britischen Gesamtemissionen aus. https://www.theguardian.com/business/2023/oct/05/uk-oil-and-gas-sector-must-do-more-to-meet-2030-emissions-target

• for: Long Knife, Charles Koch, Osage, Koch Industry, big oil - corruption, Koch Industry - Osage, climate denial

China steigert die Produktion von Strom aus Kohle weiter. Im Augenblick wird pro Woche eine zusätzliche Kohleverbrennung genehemigt, die ca. 2 durchschnittlichen Kraftwerken entspricht. Diese Entwicklung steht im Widerspruch zu den offiziellen Klimazielen Chinas. Das Hauptziel ist dabei offensichtlich kurzfristige Energiesicherheit. https://www.theguardian.com/world/2023/aug/29/china-coal-plants-climate-goals-carbon

Bericht: https://energyandcleanair.org/publication/chinas-new-coal-power-spree-continues-as-more-provinces-jump-on-the-bandwagon/

Bei einer Temperaturerhöhung um 3° wären 91% der europäischen Skigebiete von Schneemangel betroffen. Er ließe sich nur zum Teil durch Schneekanonen ausgleichen. Nicht nur das Verschwinden der Schneedecke, sondern auch zunehmender Wassermangel werden den Wintertourismus erschweren oder unmöglich machen, wie eine neue Studie belegt.

Studie: https://www.nature.com/articles/s41558-023-01759-5

https://www.derstandard.de/story/3000000184604/neun-von-zehn-skigebieten-in-europa-koennte-wegen-klimawandel-der-schnee-ausgehen

https://www.theguardian.com/environment/2023/aug/18/gigantic-power-of-meat-industry-blocking-green-alternatives-study-finds

• for: polycrisis, Trumpism, Chaos, distraction, climate crisis, climate communication, complexity, adjacency climate change fossil fuel industry, adjacency climate change big oil, adjacency climate change politics big oil, quote adjacency climate change fossil fuel industry, quote adjacency climate change big oil
• key insight
  • claim
    • One big reason that big oil is funding GOP to keep the chaotic Trump story as the main headline is to foster distraction from climate change impacts
    • big news story in the US is Donald Trump and the election, climate change impacts of extreme weather is minimized
    • the distraction of politics from a chaotic GOP is perfect distraction for the masses to ignore climate change and for big oil to continue BAU
• paraphrase
• quote
  • when you take a step back and look at that part of the distraction and the chaos that Trump and these GOP trolls deliver
  • it's it's a wonderful Boon for the oil and gas industry and the Koch brothers and the guys that fund these campaigns and the federal Federalist Society that's owning the Supreme Court
  • they want to keep doing business as usual and the easiest way to do that is
    • to have this big chaotic GOP that ignores climate change and
    • to play into what they want
      • the mainstream media not focusing more on climate change let alone making those two connections
    • a lot of mainstream media is scared to make that connection because oil companies are paying the bills of CNN and every other network
• author
  • Noel Casler

Standard-Artikel über die Schwierigkeiten, in Österreich Großprojekte zur Energiewende administrativ und gegen den Widerstand lokaler Initiativen durchzusetzen. Die drei ausgewählten Beispiele zeigen, dass die Probleme und die Motive für den Widerstand sehr unterschiedlich sind. Die EU will mit dem Net Zero Industry Act die Zeit bis zur Umsetzung von Projekten auf maximal anderthalb Jahre verkürzen. https://www.derstandard.de/story/3000000182417/ueberforderte-behoerden-und-protestierende-buerger-bremsen-die-energiewende-aus

• for: futures, decarbonizing - cultural sector, climate futures - cultural sector, climate futures - cultural industry
• paraphrase
  • more local performances
  • more local purchases
  • leverage point for regional transition
  • reduce capacity
  • slowdown
  • reconceive / eco-conceive the arts so that it may endure
  • educate and change public policy

• for: music industry - touring economics, concert booking arms race, unsustainable booking
  • the intensity of bookings ( number of artists scheduled to perform per year or per season) is increasing
  • the average booking is becoming more geographically widespread ( more kilometers travelled per artist) with fewer performance dates per region
  • increase in artistic fees and technical requirements force organizers to attract more audiences who come from further away, creating a concert booking arms race

• for: carbon emissions of the 1%, carbon inequality, carbon emissions - artists, high carbon lifestyle
• comment
  • top tier entertainers are conditioned to a high carbon lifestyle. This is a challenge to overcome.
  • example given
    • DJ who flew to perform in four different EU cities in the same evening!

• for: carbon footprint - music industry, carbon footprint - concerts, carbon footprint - touring
• paraphrase
  • Most renowned artists and the trades and professions around them
    • producers,
    • broadcasters,
    • booking agents,
    • distributors, internet platforms
    • studios
    • equipment and service providers
  • are today dependent on hyper-intensive energy-consuming models.
  • Music or showbusiness artists, for example, depend more and more on touring and festivals.
  • Namely because with a remuneration of 0,0034 dollars per listened music track,
    • only 1% of music artists receive a minimum wage through streaming and
    • because, in the meantime, sales in the physical media market (CD, vinyl) have collapsed,
      • and streaming has not made up for loss of value.
  • Unsurprisingly, the artists who are most successful at making a living receive the quasi-totality of their revenue from the tours they do via concerts or festivals
    • (which incur high travel carbon footprint)
  • And those have a tendency to increase at an unchecked rate.
  • To attract the largest crowd possible, these artists demand
    • more and more top billings
    • with equally
      • increasing fees and
      • technical requirements.
  • example
    • Coldplay travels with no less than 2 kits of 32 articulated lorries on the road (for their “ecological” tour),
    • Rammstein accounts for
      • almost 100 articulated lorries
      • 7 cargo planes for their tours and
      • burns no less than 1000 litres of heating oil for their pyrotechnical effects at each concert (something the group proudly displays on social media).
• noteworthy
  • due to loss of product sales, touring and concerts is the only way musicians can make money, and that comes at high carbon emission cost

• for: carbon emissions - DJ, carbon footprint - DJ, carbon emissions - music industry, carbon emission - cultural sector, research study - carbon emissions - DJ
• noteworthy
  • some DJ's fly to perform in four European cities in a single evening!

• for: cape town transportation, minibus industry South Africa , Cape Town, sustainable transportation, informal transport
• title
  • Views 0 CrossRef citations to date 32 Altmetric Research Article The spatial and social logic of the Minibus Taxi network: how access may support social inclusion in Cape Town, South Africa
• date
  • May 24, 2021
• author
  • Ruth Joan Nelson
• source
  • Applied Mobilities
  • https://www.tandfonline.com/doi/abs/10.1080/23800127.2021.1926054

• for: greenwashing

• Overall demand for meat is expected to jump more than 70 percent by 2050
• livestock farming currently represents about 15 percent of all current human greenhouse gas emissions (UN FAO).
• To reduce meat consumption now requires a familiar dual approach:
  • provide alternatives available now
    • plant proteins are still the most viable alternative
  • degrowth
    • reduce our meat consumption rather than eliminate it entirely,

Current healthcare trends show movement toward quality-based payments and away from quantity-based payments. These trends reflect efforts to cut healthcare spending by eliminating excess costs and using evidence-based medicine to guide clinical decisions. Dive into the concept of bundled pricing for surgery centers, explore its benefits, implementation strategies, and potential impact on the healthcare industry.

Bericht zu dem Projekt nefi, bei dem es um die Dekarbonisierung der österreichischen Industrie geht. Sie ist schon deutlich vor 2050 möglich, wenn die entsprechenden Rahmenbedingungen geschaffen werden. Dabei geht Thomas Kienberger, der für diesen Artikel befragt wurde, davon aus dass Energie aus südlichen Ländern importiert werden muss, und dass CO₂ durch CCS gespeichert und dann auch außerhalb von Österreich gelagert werden muss. https://www.derstandard.at/story/3000000175530/schaffen-wir-die-klimaneutrale-industrie-bis-2040

The intense sensoriality of this sentence opens up questions of visceral geographies and material ecocriticism by way of stimuli pertaining to touch and taste in particular: the rusty environment gives rise to forbidding language associated not only with the exterminatory context (burning/blood) but also with the human being pervaded by the non-human, as the particles of iron oxide unsettle the functioning of the eyes and gullet.

DAFR

In the previous chapter, ‘Esame di chimica’, Primo has been admitted, through a kind of perverse and humiliating ‘chemistry examination’ carried out by Nazi official Herr Doktor Pannwitz, to a so-called ‘Chemical Kommando’. This Kommando will work, notionally, in a laboratory of the Buna-Werke industrial rubber plant, under construction by IG Farben next to the Monowitz-Auschwitz III concentration camp (and other POW and labour camps). The ‘cistern’ here is not a laboratory setting, but is probably a work site within the Buna complex.

Monowitz was the largest of the extensive network of so-called satellite- or sub-camps beyond Auschwitz I and Auschwitz II-Birkenau. For more information on Monowitz, see the Subcamps of Auschwitz project.

RG

This information definitely changed my opinions and views of Wikipedia. I feel like all throughout high school I was taught that Wikipedia was not a scholarly source so I always avoided looking on there because I didn't think it was accurate but reading the results of this study and the article attached about this study has changed my views of Wikipedia.

The intense sensoriality of this sentence opens up questions of visceral geographies and material ecocriticism by way of stimuli pertaining to touch and taste in particular: the rusty environment gives rise to forbidding language associated not only with the exterminatory context (burning/blood) but also with the human being pervaded by the non-human, as the particles of iron oxide unsettle the functioning of the eyes and gullet.

DAFR

The intense sensoriality of this sentence opens up questions of visceral geographies and material ecocriticism by way of stimuli pertaining to touch and taste in particular: the rusty environment gives rise to forbidding language associated not only with the exterminatory context (burning/blood) but also with the human being pervaded by the non-human, as the particles of iron oxide unsettle the functioning of the eyes and gullet.

DAFR

In the previous chapter, ‘Esame di chimica’, Primo has been admitted, through a kind of perverse and humiliating ‘chemistry examination’ carried out by Nazi official Herr Doktor Pannwitz, to a so-called ‘Chemical Kommando’. This Kommando will work, notionally, in a laboratory of the Buna-Werke industrial rubber plant, under construction by IG Farben next to the Monowitz-Auschwitz III concentration camp (and other POW and labour camps). The ‘cistern’ here is not a laboratory setting, but is probably a work site within the Buna complex.

Monowitz was the largest of the extensive network of so-called satellite- or sub-camps beyond Auschwitz I and Auschwitz II-Birkenau. For more information on Monowitz, see the Subcamps of Auschwitz project.

RG

In the previous chapter, ‘Esame di chimica’, Primo has been admitted, through a kind of perverse and humiliating ‘chemistry examination’ carried out by Nazi official Herr Doktor Pannwitz, to a so-called ‘Chemical Kommando’. This Kommando will work, notionally, in a laboratory of the Buna-Werke industrial rubber plant, under construction by IG Farben next to the Monowitz-Auschwitz III concentration camp (and other POW and labour camps). The ‘cistern’ here is not a laboratory setting, but is probably a work site within the Buna complex.

Monowitz was the largest of the extensive network of so-called satellite- or sub-camps beyond Auschwitz I and Auschwitz II-Birkenau. For more information on Monowitz, see the Subcamps of Auschwitz project.

RG