One thing that surprised me when I started running a tugboat business: A country can be both an exporter and importer of sand. Sand of one type goes from the U.S. to The Bahamas to be used in concrete. Sand of another type goes from The Bahamas to the U.S. to be used in aquariums. Specialty sands go to make regulation volleyball courts.
Then there is all kinds of specialty sands - say, when replacing the sand in our local athletics union long jump pits, I learned that one should use sand from river beds (as opposed to sand crushed at a plant) as the river sand is much less likely to cause abrasions, seeing as all the sharp edges have been worn away as the sand has been shifted back and forth by the river current...
The best night's sleep I ever had was on the sand of a turn in a dry creek bed, after a very long day's hike. It must have had a big rock underneath that caught the day's warmth and kept me toasty all night. And the sand itself felt like floating on a cloud. It was a magical place. And one of the stupidest I ever slept in due to the risk of flash floods.
It is not surprising to me that products which have lots of differentiation are both imported and exported. It was surprising to me that something I thought of as a commodity goes in both directions.
While not sand, I remember reading about the state of Colorado importing specialty dirt from around the world while constructing I-70 through the Rockies. Various properties were required that couldn’t be found from local dirt.
Yeah but there is going to be a massive imbalance in the quantity of those two types of sand. I bet the sand required for aquariums is a rounding error on the amount of sand required for concrete.
Well not really Bermuda has population of 60000 only so the sand they import for construction might even be less than the sand US import from Bermuda for its aquariums
Especially as many aquarium owners, these days, use a topsoil-clay mixture instead. Planted tanks take far less maintenance, need less filtering, can fit more (and happier) fish, and the plants grow better in soil.
Yes, though the difference in value is probably not quite as stark as the difference in mass. (Ie aquarium sand is probably more expensive than concrete sand.)
> I tried to track down the original source of this idea ... Beiser cites an article from the UN, which itself cites a 2006 paper about using two types of desert sand from China in concrete. But that paper doesn’t mention the roundness of the particles at all.
This seems to be a fairly common pattern where a citable source (Beiser's book and the UN article) makes a mistake, that then propagates everywhere as common knowledge even though it's incorrect. There are many well-researched blog articles like this out there, where the author has dug deep, done the hard research, and found mistakes at many levels, but because it's not in what academia or Wikipedia considers a "citable" source, the mistaken assertion continues to be propagated. Until someone manages to present it in an academically acceptable format, if that happens at all.
Solving the "what should be a citable source" problem is complicated, but in the interim, I hope we can at least find a way to transfer these well-researched findings and corrections from non-academic sources to citable forms regularly and easily.
The problem is that what defines a “citable source” for Wikipedia is loose at best and malicious at worst. There are many examples where “improper” sources are accepted, especially in social matters, because they benefit a certain viewpoint. STEM is, for the most part, decent, but anything covering the life of people needs to be considered carefully due to the lack of several types of important sources and the biases present on many people’s pages.
If you're bilingual, it's often useful to read a wikipedia topic in more than one language, as the editorial slant may be different in different languages.
The BBC Maths and Statistics programme 'More or Less' has coined a term for statistics like this - 'Zombie Statistics'. An initial, often misquoted fact, which is useful as a soundbite and gets repeated over and over and over again, despite multiple debunkings.
Grady is a hero in engineering reporting and documentaries. I've learned so much about how the world works in other engineering disciplines from Practical Engineering, and often in neglected fields that are losing talent faster than it can be replaced.
It gives me hope that teenagers are watching his videos and becoming inspired to go into infrastructure. More than anything, I appreciate his calm and reasoned perspectives that are so lacking in video content in this modern day and age.
100% - he calmly explains various approaches and their tradeoffs.
He’s not exactly a traditional journalist, but this is what I want the future of journalism to be like. People with subject matter expertise explaining their thing simply and clearly.
>It gives me hope that teenagers are watching his videos and becoming inspired to go into infrastructure.
Sadly, that was me ~10 years ago, but the lure of FAANG money was too strong and I went into EE/CS after 1 year as a civil engineering major. I wonder if one day we will really start feeling the affects of this talent reallocation, and civil engineering will become a higher paying profession.
> the crucibles used to create ingots of silicon which become microchips are made from an ultra-pure quartz sand -- and 70% of the world's supply comes from just one place in North Carolina [Spruce Pine]
> and 70% of the world's supply comes from just one place in North Carolina
A quick search seems to say there are more places available for getting that than North Carolina.
Is it possible that this specific mine just happens to be the cheapest available right now, but in case they for some reason disappear, there are alternatives everyone would switch to? Or is the situation that if that mine disappears, there is no other alternatives at all?
Could not even be the cheapest, Just the refinement process was developed for this particular sand. A different sand might have different impurities and need different processes to handle.
Availability, production scale, and knowledge base.
I think things will probably pan out okay, maybe a rough month or two as roads (even if rough cut new logging roads), utilities, and prioritized community services get fixed up. Synthetic option is available, apparently, just a bit costly.
Yeah, this is being overblown. It may very well be that there will be a short term constriction as competitors ramp, but to argue that this is some kind of fundamental bottleneck in semiconductor production is ridiculous.
It's quartz: literally the single most common crystal on the surface of the planet. Now, sure, I'm sure this particular mine had great stuff, but it's not like it's hard to find.
No, surely what we have here is a single source provider precisely because the material is so cheap to mine (and therefore unprofitable to try to compete with from scratch).
Sadly, given the insane amount of devastation in western NC, I'll get a chance to test my hypothesis. That is, despite Spruce Pine going offline, the overall impact to the global semiconductor industry will be relatively unnoticeable.
Could also go the other way. Some of you may be old enough to remember the 1993 fire in the Sumitomo epoxy resin factory. Following that, DRAM chips became drastically more expensive (prices increased from $30 to $80 per megabyte) for much longer than the supply disruptions lasted, and interestingly also much longer than other ICs which saw only moderate price increases.
The majority of the earth's crust is believed to be made of silicon dioxide. I don't know how much I would believe that we would have a scarcity. It may all come from one source simply because of history.
Really interesting video. This is the first time I have seen the (apparently entirely fabricated) idea that desert sand isn't suitable for construction challenged. I had definitely absorbed that idea into my consciousness without enough due diligence.
We fools here in Germany sometimes _pay_ to get rid of excess electricity when it's very sunny and windy. How about having some rock crushing machines that instead use that cheap electricity to make more sand?
One of the proposals for exploiting zero (or negative) electricity prices is storage of the heat at high temperature in refractory solids. This would be used by people who normally burn a fuel for the heat. Instead, they can preheat air and reduce the fuel needed (perhaps reduced to zero).
Firebrick works up to about 1000 C. A spinoff from MIT is using special nickel-doped chromium oxide (chromia) bricks, which can work up to 1800 C, about the temperature of a natural gas-air flame. These bricks are electrically conductive and can act as their own heating elements.
It's quite likely that the cost of idle capital is much higher than the cost of paying others to accept electricity. Depending on the price swings, a battery may be a much better investment.
A company such as Riot also can profit by buying power at negotiated rates ahead of time — retail power companies allow big companies to lock in prices that way — then selling it back into the state market when energy prices soar during extreme heat or cold. In Riot’s case, when electricity prices soared during the summer heat wave, Riot sold power back to TXU, a Dallas-based electricity provider, which sold it back to the grid.
But if the value of Bitcoin is low and the cost of electricity is high, crypto companies can make more money selling power than mining Bitcoin. In August 2023, Riot reported selling 300 Bitcoins for a net proceeds of $8.6 million. Meanwhile, the company said it earned $24.2 million in credits to its electric bill for selling power back to the grid.
Metal foundries in Europe generally have dibs with large, long term power purchasing contracts. IIRC there's even some legislation that favours them since they're a national security resource.
There’s also labor, wear on the machines and the lost opportunity of using your money to do something else. Building such crushing machines and only use them x% of the time (for, for now, fairly small values of x) may not be a good investment.
So, energy storage should be lucrative and incentivized for us to solve the Duck Curve, and Alligator Curve, and overcharging the grid forces the price to zero or unlucratively below problems.
For firms with depreciating datacenter assets that are underutilized, a Research Coin like Grid Coin or an @home distributed computation project can offset costs
Datacenters scrap old compute - that there's hardly electronics recycling for - rather than keep it online due to relative cost in FLOPS/kWhr and the cost of conditioned space.
Doesn't electronics recycling recover the silica?
Can we make CPUs out of graphene made out of recycled plastic?
Can we make superconductive carbon computers that waste less electricity as heat?
Hopefully, Proof of Work miners that aren't operating on grants have an incentive to maximize energy efficiency with graphene ASICs and FPGAs and now TPUs
The book mentioned, The World in a Grain: The Story of Sand and How It Transformed Civilization by Vince Beiser:
> The World in a Grain is the compelling true story of the hugely important and diminishing natural resource that grows more essential every day, and of the people who mine it, sell it, build with it--and sometimes, even kill for it. It's also a provocative examination of the serious human and environmental costs incurred by our dependence on sand, which has received little public attention. Not all sand is created equal: Some of the easiest sand to get to is the least useful. Award-winning journalist Vince Beiser delves deep into this world, taking readers on a journey across the globe, from the United States to remote corners of India, China, and Dubai to explain why sand is so crucial to modern life. Along the way, readers encounter world-changing innovators, island-building entrepreneurs, desert fighters, and murderous sand pirates. The result is an entertaining and eye-opening work, one that is both unexpected and involving, rippling with fascinating detail and filled with surprising characters.
>Sand, salt, iron, copper, oil, and lithium. These fundamental materials have created empires, razed civilizations, and fed our ingenuity and greed for thousands of years. Without them, our modern world would not exist, and the battle to control them will determine our future
Lithium seems like a weird one to add to that list. It definitely hasn’t been important for thousands of years. Potassium or Nitrates are a more likely addition.
"Concrete blows most other materials out of the water."
In fact, according to Wikipedia, concrete is the "second-most-used substance in the world after water" - I was on the Concrete Wikipedia article while I read this as I realised it was a thing I have never thought about despite its ubiquity. Amazing how that can happen.
Readit News
Then there is all kinds of specialty sands - say, when replacing the sand in our local athletics union long jump pits, I learned that one should use sand from river beds (as opposed to sand crushed at a plant) as the river sand is much less likely to cause abrasions, seeing as all the sharp edges have been worn away as the sand has been shifted back and forth by the river current...
Sand is not just sand.
That's pretty normal in general. Eg Germany both imports and exports a lot of cars.
This seems to be a fairly common pattern where a citable source (Beiser's book and the UN article) makes a mistake, that then propagates everywhere as common knowledge even though it's incorrect. There are many well-researched blog articles like this out there, where the author has dug deep, done the hard research, and found mistakes at many levels, but because it's not in what academia or Wikipedia considers a "citable" source, the mistaken assertion continues to be propagated. Until someone manages to present it in an academically acceptable format, if that happens at all.
Solving the "what should be a citable source" problem is complicated, but in the interim, I hope we can at least find a way to transfer these well-researched findings and corrections from non-academic sources to citable forms regularly and easily.
Can at least confirm for German/English.
It gives me hope that teenagers are watching his videos and becoming inspired to go into infrastructure. More than anything, I appreciate his calm and reasoned perspectives that are so lacking in video content in this modern day and age.
He’s not exactly a traditional journalist, but this is what I want the future of journalism to be like. People with subject matter expertise explaining their thing simply and clearly.
Sadly, that was me ~10 years ago, but the lure of FAANG money was too strong and I went into EE/CS after 1 year as a civil engineering major. I wonder if one day we will really start feeling the affects of this talent reallocation, and civil engineering will become a higher paying profession.
> the crucibles used to create ingots of silicon which become microchips are made from an ultra-pure quartz sand -- and 70% of the world's supply comes from just one place in North Carolina [Spruce Pine]
Deleted Comment
A quick search seems to say there are more places available for getting that than North Carolina.
Is it possible that this specific mine just happens to be the cheapest available right now, but in case they for some reason disappear, there are alternatives everyone would switch to? Or is the situation that if that mine disappears, there is no other alternatives at all?
I think things will probably pan out okay, maybe a rough month or two as roads (even if rough cut new logging roads), utilities, and prioritized community services get fixed up. Synthetic option is available, apparently, just a bit costly.
It's quartz: literally the single most common crystal on the surface of the planet. Now, sure, I'm sure this particular mine had great stuff, but it's not like it's hard to find.
No, surely what we have here is a single source provider precisely because the material is so cheap to mine (and therefore unprofitable to try to compete with from scratch).
Deleted Comment
> A quick search seems to say there are more places available for getting that than North Carolina.
I mean, I deduced it straight from “70%”.
Sadly, given the insane amount of devastation in western NC, I'll get a chance to test my hypothesis. That is, despite Spruce Pine going offline, the overall impact to the global semiconductor industry will be relatively unnoticeable.
Deleted Comment
Thanks for the puns, too.
Firebrick works up to about 1000 C. A spinoff from MIT is using special nickel-doped chromium oxide (chromia) bricks, which can work up to 1800 C, about the temperature of a natural gas-air flame. These bricks are electrically conductive and can act as their own heating elements.
https://www.fastcompany.com/91129126/these-bricks-conduct-el...
https://electrifiedthermal.com/
https://dspace.mit.edu/handle/1721.1/130800
https://www.texastribune.org/2024/01/03/texas-bitcoin-profit...
A company such as Riot also can profit by buying power at negotiated rates ahead of time — retail power companies allow big companies to lock in prices that way — then selling it back into the state market when energy prices soar during extreme heat or cold. In Riot’s case, when electricity prices soared during the summer heat wave, Riot sold power back to TXU, a Dallas-based electricity provider, which sold it back to the grid.
But if the value of Bitcoin is low and the cost of electricity is high, crypto companies can make more money selling power than mining Bitcoin. In August 2023, Riot reported selling 300 Bitcoins for a net proceeds of $8.6 million. Meanwhile, the company said it earned $24.2 million in credits to its electric bill for selling power back to the grid.
There’s also labor, wear on the machines and the lost opportunity of using your money to do something else. Building such crushing machines and only use them x% of the time (for, for now, fairly small values of x) may not be a good investment.
For firms with depreciating datacenter assets that are underutilized, a Research Coin like Grid Coin or an @home distributed computation project can offset costs
Datacenters scrap old compute - that there's hardly electronics recycling for - rather than keep it online due to relative cost in FLOPS/kWhr and the cost of conditioned space.
Doesn't electronics recycling recover the silica?
Can we make CPUs out of graphene made out of recycled plastic?
Can we make superconductive carbon computers that waste less electricity as heat?
Hopefully, Proof of Work miners that aren't operating on grants have an incentive to maximize energy efficiency with graphene ASICs and FPGAs and now TPUs
> The World in a Grain is the compelling true story of the hugely important and diminishing natural resource that grows more essential every day, and of the people who mine it, sell it, build with it--and sometimes, even kill for it. It's also a provocative examination of the serious human and environmental costs incurred by our dependence on sand, which has received little public attention. Not all sand is created equal: Some of the easiest sand to get to is the least useful. Award-winning journalist Vince Beiser delves deep into this world, taking readers on a journey across the globe, from the United States to remote corners of India, China, and Dubai to explain why sand is so crucial to modern life. Along the way, readers encounter world-changing innovators, island-building entrepreneurs, desert fighters, and murderous sand pirates. The result is an entertaining and eye-opening work, one that is both unexpected and involving, rippling with fascinating detail and filled with surprising characters.
* https://www.goodreads.com/book/show/36950075-the-world-in-a-...
_Material World: The Six Raw Materials That Shape Modern Civilization_ by Ed Conway
https://www.goodreads.com/book/show/112974899-material-world
>Sand, salt, iron, copper, oil, and lithium. These fundamental materials have created empires, razed civilizations, and fed our ingenuity and greed for thousands of years. Without them, our modern world would not exist, and the battle to control them will determine our future
In fact, according to Wikipedia, concrete is the "second-most-used substance in the world after water" - I was on the Concrete Wikipedia article while I read this as I realised it was a thing I have never thought about despite its ubiquity. Amazing how that can happen.