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David Dye

@davedye.bsky.social
263 followers 211 following 241 posts

Metallurgy Prof at Imperial. Decarbonisation, heat and fabric in buildings; Enerphit, heat pumps. Micromechanics of Ti and Co/Ni in jet engines - because people like to land. Zr in LWRs and TR/WIP MedMn steels. A lot of XFEL, synchrotron and neutron stuff.

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Reposted by David Dye
Tracey Ryniec @traceyryniec.bsky.social · 21/09/2026
Earnings estimates really jumping on the refiners as diesel and jet fuel both at new highs and crack spreads exploding. Valero is now expected to make $48.58 in 2026, up from $41.95 just 7 days ago. 3 estimates raised in the last week. Analysts can't keep up. $VLO
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David Dye @davedye.bsky.social · 15/09/2026
I think there’s a good policy question in London as to how rental e-bikers & illegal motor scooter riders can be brought into compliance with the law. Regular cyclists are the tip of the iceberg. Would mandatory helmets and vehicle registration help? What, then? Because things are crazy now
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Reposted by David Dye
Stephen Curry @scurry.bsky.social · 02/09/2026
I wish everyone would stop making sweeping generalisations on here.
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David Dye @davedye.bsky.social · 28/08/2026
Another thing about this issue that has always made me uncomfortable is: the people arguing that LNT is overly cautious are never the people whose job involves getting dosed. It’s people in armchairs arguing things where they’ll never have to walk the walk; happy to impose their positions on workers
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David Dye @davedye.bsky.social · 27/08/2026
Going back 30+ years to welders getting big doses at outages because of poor controls and poor process design won’t be progress. It’s always the little guy who pays for the production / cost imperative, and it usually betrays a broader sloppiness about safety and contamination control.
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David Dye @davedye.bsky.social · 27/08/2026
I have worked at only one place where people routinely intentionally received a measurable dose and today, I don’t think that would be regarded as acceptable. ALARA has completely changed the industry, for the better, in my lifetime.
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David Dye @davedye.bsky.social · 26/08/2026
This is the argument for friendshoring, in essence - when reshoring or retaining isn’t plausible (capability, capital and energy costs), then diversity of supply with allies can achieve resource security anyway.
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David Dye @davedye.bsky.social · 25/08/2026
For Mg and Ti it’s also unclear if there is capability in the US to build and operate those extractive metallurgy plant any more; we think the people who did are mostly now retired.
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David Dye @davedye.bsky.social · 25/08/2026
The US had Ti refining at Timet’s Henderson NV plant until PCC shut it down in 2019 or so; no-one thinks it’s coming back. Saudi-derived Ti sponge from Toho of Japan is just too cheap; their energy costs are so low. www.federalregister.gov/documents/20...
federalregister.gov
Publication of a Report on the Effect of Imports of Titanium Sponge on the National Security: An Investigation Conducted Under Section 232 of the Trade Expansion Act of 1962, as Amended
The Bureau of Industry and Security (BIS) in this notice is publishing a report that summarizes the findings of an investigation conducted by the U.S. Department of Commerce (the "Department") pursuan...
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Reposted by David Dye
Omar Khan @omaromalleykhan.bsky.social · 20/08/2026
I've actually slightly underestimated the change 67% of Bangladeshi women *eligible for Free School Meals* attend HE For Bangladeshi women not eligible for FSM, the HE participation rate is 76%
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Reposted by David Dye
Omar Khan @omaromalleykhan.bsky.social · 20/08/2026
The higher education participation rate for UK born Bangladeshi women went from around 2% (not a typo) in 1983 to nearly 67% in 2025 This must be one of the most dramatic, fast social changes in recent British history, and one that is barely noted or understood
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David Dye @davedye.bsky.social · 18/08/2026
Plus I don’t buy petrol anymore for the (secondhand, very nice) EV. Another £1000. Overall, electrification is a huge route to practical decarbonisation and cost saving.
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David Dye @davedye.bsky.social · 18/08/2026
Plus the gas standing charge, of course! Another £100.
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David Dye @davedye.bsky.social · 18/08/2026
This was 2025. Because of the battery and PV, my average tariff rate for this was about 12p/kWh, so it cost me about £200 in electricity. The equivalent 7.5MWh of gas would have cost about £550. You’ll notice I get a bit of comfort cooling in summer from the MVHR duct heat exchanger, which is nice.
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David Dye @davedye.bsky.social · 18/08/2026
I’m in a small Enerphit, peak heat demand about 1700W or 16 W/m2, with rads. My 3.5kW Arotherm+ with a 50L volumiser and 120L system volume with emitters for DT=10-15K cycles about 1/h in the worst (mild) conditions, which costs a bit of COP, but I still get a SCOP of about 3.5. It’s fine.
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David Dye @davedye.bsky.social · 09/08/2026
Shocking! Unexpected that the UK BUS would end up being an exemplar of good policy design driving decarbonisation at low cost!
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David Dye @davedye.bsky.social · 09/08/2026
In fact, is that it? There’s a lot of accounting theology around CfD, just like there is around lease accounting and currency income/expenditure hedging? Is this the subsidy monitors accounting for CfD in a weird way that makes the numbers silly?
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David Dye @davedye.bsky.social · 09/08/2026
Short answer: yes. And no, those numbers aren’t real. The current estimated cost of Sizewell C is £38bn, with the taxpayer having 44% of the project. So this is some notional thing assuming cost overruns, interest, inflation and crazy CFD accounting.
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David Dye @davedye.bsky.social · 09/08/2026
Or even, this questions-statements.parliament.uk/written-ques...
questions-statements.parliament.uk
Written questions and answers - Written questions, answers and statements - UK Parliament
Information from UK Parliament on written questions & answers, written statements and daily reports.
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David Dye @davedye.bsky.social · 09/08/2026
The current exposure seems to be £5.4bn? www.gov.uk/government/p...
gov.uk
Sizewell C Development Expenditure (Devex) Subsidy Scheme
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David Dye @davedye.bsky.social · 09/08/2026
There’s an NAO press release here www.nao.org.uk/press-releas...
nao.org.uk
Government adopts novel finance structure for Sizewell C and will need to monitor risks closely  - NAO press release
The Department for Energy Security and Net Zero’s (DESNZ) delivery model for Sizewell C places more risks on taxpayers and consumers.
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David Dye @davedye.bsky.social · 09/08/2026
This New Civil Engineer article sheds a little light on the SXC number… www.newcivilengineer.com/latest/sizew...
newcivilengineer.com
Sizewell C | Subsidy scheme shows public exposed to up to £54.6bn of costs | New Civil Engineer
That is despite the total estimated costs of the plant having been estimated at £38bn, meaning the government already sees costs potentially rising by an
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David Dye @davedye.bsky.social · 07/08/2026
Bristol Ballon Fiesta photos - vintage lift this evening
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Reposted by David Dye
Stephen Bush @stephenkb.bsky.social · 30/07/2026
I know I mostly just laugh at adverts but this ad for Le Shuttle is terrific. Perfectly captures how going on it felt as a kid.
youtu.be
LeShuttle. Experience the extraordinary.
YouTube video by LeShuttle
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David Dye @davedye.bsky.social · 21/07/2026
I remember a chart a few months ago showing policy/infra costs and gas starting to come off in about 2030… . Future goodies deferred, jam tomorrow… it would be great to show some jam today…
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David Dye @davedye.bsky.social · 21/07/2026
It will reduce the electricity-gas price differential (‘spark gap’), not by much, but a bit, so it should boost electrification.
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David Dye @davedye.bsky.social · 18/07/2026
The agencies can issue press release after press release saying they’re spending money, but something funny’s going on, because it’s not making it through to researchers…
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David Dye @davedye.bsky.social · 18/07/2026
Yeah, but at the sharp end where I am, EPSRC is visibly doing everything it can to avoid admitting that it doesn’t have the budget to fund responsive mode proposals or PhDs. Where there are targeted calls, like in nuclear skills, it’s ok, but more broadly it’s worrying…
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David Dye @davedye.bsky.social · 18/07/2026
Problem is, university research funding is down hugely - STEM PhDs down 30%, etc, and most universities are cutting academic staff (incl STEM). So: the research (and skills) base is rapidly downsizing in response to the enormous real terms funding cuts of the last decade. Strategy papers are nice…
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David Dye @davedye.bsky.social · 14/07/2026
The big question of the year is: how do we get the system costs of all these cumulative interventions down? Understanding the graveyard of good intentions is a beginning…? Cumulatively, we’re allowing a bunch of unknown players to make off like bandits with everyone’s money due to bad policy?
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David Dye @davedye.bsky.social · 02/07/2026
This!
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Reposted by David Dye
Jonathan Portes @jdportes.bsky.social · 01/07/2026
I for one am proud that @kingscollegelondon.bsky.social's student body reflects the diversity of our city - something that was not remotely the case when I was an undergraduate.
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David Dye @davedye.bsky.social · 01/07/2026
Is the Bridges issue on the Thames correctly understood as a consequence of them being allocated to Boroughs rather than TFL? Regional infrastructure funding and planning - failures and successes - is probably a good topic??
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Reposted by David Dye
David Ho @davidho.bsky.social · 28/06/2026
Two papers by Max Planck, the legendary Nobel laureate in physics, were retracted by Springer Nature in 2011, likely due to an algorithm flagging the papers for self-plagiarism and copyright infringement. Read on for how stupid it all is. 🧪
science.org
Why have papers by one of history’s most famous physicists been retracted?
Springer Nature has removed two studies by Max Planck. A bot may be to blame
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Reposted by David Dye
Kevin J. Kircher @kevinjkircher.com · 24/06/2026
🔥👠‼️
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David Dye @davedye.bsky.social · 24/06/2026
(I would clarify that I don’t include EDF’s Franco-German EPR design in ‘we’ in my previous statement…)
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David Dye @davedye.bsky.social · 23/06/2026
Yeah, I know. AECC is lavishly staffed with many very good people. I see no good reason why we should keep our competitive advantage. Still, rockin’ on, tho! We’re also pretty good at nuclear; I’d back us, tbh.
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David Dye @davedye.bsky.social · 23/06/2026
Oh, I would disagree. We have a substantial competitive moat in wings and jet engines that no-one outside of Boeing in Seattle, GE in Ohio and Pratt in Connecticut can replicate. It takes continuous reinvestment to keep our edge, but just like ASML, we know how to do stuff…
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David Dye @davedye.bsky.social · 23/06/2026
I would argue that part of the British disease is that the landed gentry and financial markets were always traders and colonialists - the London markets were never interested in investing in domestic industry.
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David Dye @davedye.bsky.social · 23/06/2026
Yeah, a Prof here and colleague of mine was pretty much the only kid from his high school in the West Midlands to go on to A level. I have a Welsh PhD student who commuted 40 mins to England to do A levels, as she couldn’t do A levels in her town. We have some real issues to address…
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David Dye @davedye.bsky.social · 23/06/2026
Like, in aerospace there are a lot of big old gas furnaces that I’m itching to replace with better insulated, more precise electric furnaces.
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David Dye @davedye.bsky.social · 23/06/2026
This is the problem to work on: www.electricitybills.uk. We need to move costs onto gas and help industry invest to transition - like electric trucks and buses, electrification can yield to big £££ savings on process heat.
electricitybills.uk
GB Electricity Bills — Breakdown & Wholesale Monitor
Interactive breakdown of UK household energy bills, wholesale price tracking, and price cap prediction.
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David Dye @davedye.bsky.social · 23/06/2026
There’s lots of worry about AI and graduate jobs, but for Imperial Engineering at least, the outcomes still seem favourable 6 months after graduation. The traditional graduate recruitment model seems to be pretty broken, though.
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David Dye @davedye.bsky.social · 23/06/2026
It’s really hard to beat the much lower cost of capital in China, and for energy-intensive primary processing the capital-energy combo Qatar. We’ve got to figure out how to build/grow the ecosystems that give us sustainable competitive advantage, like the ones we have aerospace and luxury cars
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David Dye @davedye.bsky.social · 23/06/2026
It’s not been as bad as feared, for sure, but we’ve still lost a lot of Ford in Dagenham and Honda in Swindon, and BMW now have a 2nd Mini plant in Europe. And yes, the broader point on the import shock in progress from Chinese EV, just like Japanese cars in the 80s, is also real.
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David Dye @davedye.bsky.social · 23/06/2026
Most of the 2016 branch plant car industry - Nissan, Toyota and Honda - made EU-wide cars. Eg We make Corolla’s, France & Czechia make Yaris’ and Aygos. But reinvestment in new models, which are EVs, is a 10y cycle. If we can’t export to the EU, game over. Nowt to do with China or UK net zero policy
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David Dye @davedye.bsky.social · 23/06/2026
A lot of the problems we have with upskilling and building regs compliance and construction trades starts with incentives and the tax system. We try and get there with enforcement but the system design is just bad…
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David Dye @davedye.bsky.social · 23/06/2026
But what you can’t then do is have apprentices; add in all the extra insurance and compliance stuff, and that most will move on shortly after you’ve trained them, and it’s becomes pretty impossible.
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David Dye @davedye.bsky.social · 23/06/2026
The VAT threshold is so high it’s worth staying under it; get your customers to buy materials direct and subcontract any extra work to other sole traders. If you do a bit of salaried work on the side for a big contractor it can work out; lots of trades do this.
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David Dye @davedye.bsky.social · 23/06/2026
Skills is littered with intractable micro-issues, like in construction industry professions where a lot of certification has degenerated into box ticking, and where the VAT threshold stops people taking on apprentices.
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