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AnthonyMousetoday at 8:40 AM2 repliesview on HN

> 50% of PRODUCTION, not plants, as in a few plants responsible for 50% of US refinery / LNG production.

This is making a pretty big assumption that the long-term US energy mix is going to stay the way it is.

The primary historical impediment to electric vehicles was high up-front cost, in turn driven by high battery costs. However:

https://ourworldindata.org/grapher/average-battery-cell-pric...

We're soon to have electric cars (and trucks) that cost less ICE ones, on top of the lower operating costs. Which in turn cost even less when more solar and wind are added to the grid because the "charge more when power is cheap and less when it's expensive" thing lowers their operating cost even further and reduces the amount of natural gas you need in the grid because periods of lower renewable generation can be offset by deferred charging instead of natural gas peaker plants.

Even without any purposeful efforts to do anything about climate change, the economics point to fossil fuels declining over time as a proportion of energy. Meanwhile the US administration flips parties every four to eight years and the next time they're Democrats they'll be trying to hasten that result rather than impede it. Which makes a long-term strategy of building the capacity to target petroleum infrastructure something that could plausibly be increasingly irrelevant by the time it would take to implement it.


Replies

maxglutetoday at 9:55 AM

Yes, refinery mismatch vulnerability something that can be built around, ~10-15 year horizon. US can also bring down oil as % of energy mix and distribute renewables. If US smart they would do this.

But at same time, extend IRBM range by 1000km, and replace refineries with hyperscalers, or whatever targets that worth deterrent value (energy at top of list). Refineries just most immediately very high value targets that happens to be closest to missile range.

But the assumption is less about US adaptability/smartness, as the way commodity conventional strikes is trending, CONUS _ will _ be vulnerable eventually. Fortress America is as much function of geography as technology. Just like how 20 years ago Iran couldn't hit Israel or many GCC companies even if it wanted to... now it can. The natural outcome of longer and longer range strikes is at some point US becomes in range of Monroe neighbours who doesnt want to be Monroed.

zimpenfishtoday at 8:58 AM

> This is making a pretty big assumption that the long-term US energy mix is going to stay the way it is.

It's the stated goal of one of the parties to keep or increase fossil fuel usage, isn't it?

> Meanwhile the US administration flips parties every four to eight years

Magic 8 Ball says "yeah, in the past, 2028 isn't looking good though"

> next time they're Democrats they'll be trying to hasten that result

Which will be blocked and/or immediately overturned by the current/next Republic Congress/Senate/SCOTUS/President.