California hits stunning new solar and battery records in postcard from energy future

Giles Parkinson , 3 May 24, https://reneweconomy.com.au/california-hits-stunning-new-solar-and-battery-records-in-postcard-of-energy-future/—
The records on renewable and battery storage continue to tumble in the northern spring as the technologies plays an increasingly important role in two of the biggest state grids in the world – California and Texas.
In California, as Renew Economy has reported over the last week, battery storage has emerged as often the biggest supplier of power for multiple hours in the state’s evening peak, meeting as much as 27 per cent of demand from its fleet of more than 10,000 MW of big batteries.
On Tuesday, California time, battery output jumped about 7,000 MW for the first time, reaching a peak of 7,046 MW at 7.55pm local time, nearly 300 MW above the peak set just a day earlier, and more than 1GW above the record that stood just two weeks earlier.
In Texas, battery capacity is also setting new benchmarks, reaching above 2,000 MW for just the second time ever and for the first time this summer. That share will grow dramatically with another 5 GW of battery capacity being added to the grid this year.
Solar records are also tumbling in quick fashion on both grids, underlying the need for battery storage as the solar output ramps down leading into the evening peaks in both states.
In California, a new peak of 18.54 GW of solar was reached at 1.10pm on Thursday, when battery storage was soaking up 4.4 GW of this output. It was the third time the solar output record had occurred in the last week.
Over the past two months, the share of wind, water and solar has imposed itself on the grid, reaching more than 100 per cent of demand on the last 19 consecutive days, sometimes for nine hours or more, and for 48 out of the last 56 days.
In Texas, a new record for solar also occurred last month when it reached 18.8 GW. This week, the PJM grid in the mid-west of the US set a new solar output record of 7.05 GW, the first time it reached above 7GW, and nearly double its record output from a year ago.
Giles Parkinson is founder and editor of Renew Economy, and is also the founder of One Step Off The Grid and founder/editor of the EV-focused The Driven. He is the co-host of the weekly Energy Insiders Podcast. Giles has been a journalist for 40 years and is a former business and deputy editor of the Australian Financial Review.
Germany records 50 hours of negative electricity prices for April, largely due to renewables.

Average retail prices fell to €6.24 ($6.70)/kWh on the German electricity spot
market in April, largely due to renewables covering about 70% of the
network load. These low price levels in the electricity market can be
attributed to the high shares of renewables in Germany. According to Rabot
Charge, renewable energy systems covered 70% of the network load in April.
PV Magazine 3rd May 2024
Huge success of renewable energy in California – over 100% of demand for many days

Statistics and Graphs for the 48 of 56 Days From March 8-May 2, 2024,
Where Wind-Water-Solar (WWS) Supply Exceeded 100% of Demand on
California’s Main Grid for 0.25-9.92 Hours Per Day.
Stanford University 3rd May 2024
G7 Countries Task IRENA to Monitor Group’s Renewable Energy Progress

IRENA, Abu Dhabi, United Arab Emirates, 30 April 2024 – Today, G7 leaders tasked the International Renewable Energy Agency (IRENA) to track and monitor the group’s collective contribution toward the global renewable tripling target by 2030. The target was established by the UAE Consensus last November at COP28, aligning global climate ambitions with IRENA’s 1.5°C pathway, mapped out by the Agency’s World Energy Transitions Outlook.
“Trust and transparency go hand in hand,” said IRENA Director-General Francesco La Camera, who is attending the G7 Ministers’ Meeting on Climate, Energy and Environment. “IRENA will respond swiftly to the request by G7 members to track the group’s progress toward the global target to triple renewable power capacity by 2030.”
Citing an IRENA brief for the G7, the communiqué indicates that the group’s solar PV expansion target by 2030 is on track if some enhancements to existing policies are made in a timely manner. It notes the need for further acceleration in offshore wind deployment through enhanced and flexible policy efforts, faster permitting, and offshore grid extension.
“The G7 is making notable strides in accelerating solar PV deployment, and there is commitment to the development of offshore wind. Advancing all forms of renewables, along with infrastructure modernisation, will be essential for G7 nations to realise their energy transition aspirations,” Mr. La Camera added.
The G7 communiqué commits the group to increase system flexibility through grid reinforcement, in line with IRENA analysis of key metrics that suggests efforts need to be accelerated. The group also called for the significant expansion of energy storage capacity, by more than six-fold by 2030, from 230 GW in 2022. This falls within the range of IRENA’s recommendations for energy storage capacity by 2030.
I
It also calls on international organisations, including IRENA, to continue their work on industrial decarbonisation particularly standards and technology development for hard-to-abate sectors as outlined in a second brief published as a contribution to the G7 discussions.
G7 countries also recognised the urgent need to increase the group’s efforts in developing countries, committing to supporting the Accelerated Partnership for Renewable Energy in Africa (APRA). Under the auspices of APRA, Kenya and IRENA will convene the first APRA Investment Forum in September 2024 to accelerate the deployment of renewables-based energy systems and green industrialisation in APRA Member countries…………………………. more https://www.irena.org/News/pressreleases/2024/Apr/G7-Countries-Task-IRENA-to-Monitor-Groups-Renewable-Energy-Progress
The astonishing growth of renewable energy

Renewable energy is taking over the world!
Energy Revolutions, DAVID TOKE, APR 26, 2024
As I say in my forthcoming book. Energy Revolutions, Profiteering versus Democracy’ (PlutoPress): ‘if recent growth trends in renewable energy continue, then sustainable renewable energy sources (mostly wind and solar PV) will make up 100 per cent of world energy consumption (all energy, not just electricity) by the year 2050. ……..Based on trends over the last ten years, nuclear power would be projected to supply only around 3 per cent of world energy in 2050. There is a consistent trend in the last ten years of world growth in renewable energy (mostly wind and solar power) of 12.6 per cent per year…….By contrast, the total primary energy consumption (that is, all energy, not just electricity) is showing an average growth of 1.4 per cent per year over the previous ten years’ This is shown in a Table below [on original] taken from my Energy Revolutions book:
Nuclear power hardly needs to be included in such charts, since their contribution to world energy by 2050 is likely to be negligible. See the chart below, [on original] also taken from my forthcoming book Energy Revolutions
Nuclear power is actually declining as a proportion of total energy consumed in the world. This is because the amount of energy supplied by electricity is rapidly increasing whilst the volume of nuclear production is static. Increasingly the new electricity supplies are coming from renewable energy sources. Despite the ritualistic pronouncements from the nuclear industry about an imminent upsurge in nuclear power through a new ‘renaissance’ (which has been supposed to be happening for the last 20 years) renewables are triumphing.
Oil and gas corporations like Exxon produce their own fantasy pronoucements about how use of natural gas will increase in the future. Not only are renewables dominating deployments of electricity generation capacity, but the market for fossil fuels is being eaten away as electrification spreads through the world economy. Transport will become dominated by electric vehicles, electric trains and eventually also electric planes. Heating will be increasingly provided by electrically powered heat pumps.
As strong as they are, fossil fuel and nuclear interests cannot stop the renewables takeover. Sure, they can slow it down to an extent by misinformation about renewable energy and technologies like EVs and heat pumps, but green energy will win in the end. That is because there is an unbeatable combination of grassroots energy activists campaigning for renewable energy and also because renewable energy and renewable-friendly technologies are developing so fast! https://davidtoke.substack.com/p/the-astonishing-growth-of-renewable
Should we use nuclear energy?
Is nuclear energy the answer to the climate crisis or just a false solution? Here we separate fact from fiction and explore this controversial topic.
18 Apr 2024 , https://friendsoftheearth.uk/climate/should-we-use-nuclear-energy
What’s nuclear energy and is it renewable?
First off, a bit of science. Nuclear power uses nuclear reactions to generate electricity. Currently, this is mostly done through nuclear fission, where uranium and plutonium atoms are split in reactors to release large amounts of energy. The resulting heat is used to create steam, which turns turbines to generate electricity.
Nuclear energy doesn’t release greenhouse gases, making it a source of low-carbon energy. It’s often considered to be clean and sustainable, but is it renewable? Well, it’s not classified as such by the UK, and we’d argue that an energy source that creates a difficult and currently unsolved waste problem can’t be described as renewable.
What’s the problem with nuclear waste?
Nuclear power produces radioactive waste that’s dangerous for people and wildlife and lasts for thousands of years. If it isn’t disposed of or managed properly, the risks include contaminated groundwater and radiation exposure, which can have long-term implications for our health.
And nuclear waste management is a big problem. Decades after the first nuclear power station opened in the UK, safe storage for waste is still decades away at best, if ever. For example, Sellafield in Cumbria, the largest nuclear waste facility in Europe, currently has a worsening radioactive leak that could risk public safety. Plus, any new nuclear energy increases the amount of radioactive waste we have to deal with.
Is nuclear energy cheap?
In short, no. Nuclear is costly, especially in the UK, where new nuclear power would be more expensive than anywhere else in the world, according to a 2015 report. This is due to a number of factors, including the UK’s nuclear financing arrangements.
According to a 2017 review by Manchester University’s Tyndall Centre, the world’s leading climate energy and research institute, “claims that nuclear power is cheaper than other low-carbon options (including carbon capture and storage and wind) are unlikely to be borne out in reality”. And since the Centre’s review, the price of renewables has continued to fall quickly, making them much cheaper than nuclear energy.
Should nuclear energy replace fossil fuels?
To tackle the climate crisis, we need to urgently ditch fossil fuels like coal, oil and gas and replace them with clean, green alternatives. Nuclear energy is certainly less damaging for the environment than fossil fuels. But renewable energy, combined with energy efficiency and energy storage, is a faster and more cost-effective solution.
Alongside the higher costs outlined above, nuclear energy is also slower to build. For example, the Hinkley C plant being built in Somerset was announced in 2010 but may not start operating until 2027 at the earliest. By contrast, onshore wind and solar farms can take as little as 1 year to set up.
[Nuclear is] unlikely to make a relevant contribution to necessary climate change mitigation needed by the 2030s due to nuclear’s impracticably lengthy development and construction timelines, and the overwhelming construction costs of the very great volume of reactors that would be needed to make a difference.
Dr. Gregory Jaczko et al., Nuclear Consulting Group
It may be that better, more efficient forms of nuclear energy are developed in the future, but even so it’s unlikely we’d need this power. We believe it’s possible to transition from fossil fuels to renewable energy without resorting to nuclear. Renewable energy, as well as energy efficiency and storage, should be the focus of our efforts going forwards.
How can we solve the climate crisis without nuclear energy?
One word: renewables. The UK is blessed with huge resources of renewable energy such as wind, tidal and solar. These could provide all the energy we need, and then some.
Now, the UK will need more electricity than it currently consumes as we switch our transport and heating across from fossil fuels. But our research shows that if properly developed, onshore wind and solar farms alone could produce more than 2.5 times the electricity currently consumed by homes. And that’s not including the significant potential for offshore renewables. The UK not only has the resources to easily meet its own energy needs, but it could also become a green energy superpower exporting clean electricity to other countries.
Some argue that nuclear is better because it’s reliable, whereas wind and solar are dependent on the weather. Firstly, renewables are more consistent than they’re often given credit for. For example, solar panels work whenever it’s daylight, not just when the sun shines. But in instances where there are gaps, good energy storage and a mix of different types of renewables can ensure a continuous supply.
As we transition to a greener, fairer society, it’s important that no-one’s left behind. This includes those with jobs in the fossil fuel and nuclear industries. Green technologies, skills and services are creating ample opportunities for green jobs, allowing people to retrain in new sectors such as renewable installation.
Our verdict
In short, nuclear energy is a slow and costly solution to the climate crisis, and one that creates harmful waste we have no answer for. Rather than pursuing nuclear power, we need to invest in renewable energy, energy efficiency and energy storage for people and planet
Finland: Grid Limitations Force Olkiluoto-3 to Curtail Output
Energy Intelligence Group, Apr 5, 2024, Author Grace Symes, London
Finland’s 1,650 megawatt Olkiluoto-3 nuclear reactor has had to curtail
output more than a dozen times since it began regular electricity
generation in April 2023 due to Finnish electric grid limitations, as well
as low Finnish electricity prices and technical issues.
While Olkiluoto-3 has itself helped to lower these prices, Finland’s electric system does not
currently have enough resiliency to support such a large reactor, and
transmission system operator Fingrid has had to take special measures to
ensure that the Olkiluoto-3 EPR can operate near capacity.
These issues could call into question the rationale for building such a large reactor in
the first place.
https://www.energyintel.com/0000018e-a47c-d9cc-abce-ff7e089c0000
China’s quiet energy revolution: the switch from nuclear to renewable energy
By Derek Woolner and David Glynne Jones, Apr 6, 2024 https://johnmenadue.com/chinas-quiet-energy-revolution-the-switch-from-nuclear-to-renewable-energy/
There is now a policy dispute about the roles of nuclear and renewable energy in future Australian low emission energy systems. The experience of China over more than a decade provides compelling evidence on how this debate will be resolved. In December 2011 China’s National Energy Administration announced that China would make nuclear energy the foundation of its electricity generation system in the next “10 to 20 years”. Just over a decade later China has wound back those ambitious targets and reoriented its low emission energy strategy around the rapid deployment of renewable solar and wind energy at unprecedented rates.
Australia has seen a campaign against the use of renewable energy technologies and for the benefits of nuclear energy in developing Australia’s future low emission energy systems. The Federal Opposition has now adopted this position as their policy. The recent experience of China provides a compelling commentary on this decision.
In December 2011 China’s National Energy Administration (NEA) announced that China would make nuclear energy the foundation of its electricity generation system in the next “10 to 20 years”, adding as much as 300 gigawatts (GWe) of nuclear capacity over that period.
This was followed by a period of delay as China undertook a comprehensive review of nuclear safety in the aftermath of the Fukushima nuclear disaster.
Subsequently, moderated nuclear energy targets were established, aiming for a nuclear energy contribution of 15% of China’s total electricity generation by 2035, 20-25% by 2050 and 45% in the second half of the century.
However by 2023 it was becoming clear that China’s nuclear construction program was well behind schedule. The target for 2020 had not been achieved, and targets for subsequent 5-year plans were unlikely to be achieved.
In September 2023 the China Nuclear Energy Association (CNEA) reported that China was now aiming to achieve a nuclear energy contribution of 10% by 2035, increasing to around 18% by 2060.
The CNEA also indicated that ‘greenlighting’ of new construction would now be at the rate of 6-8 large nuclear power reactors per year – not the 10 per year previously targeted for 2020-2035 and beyond. This will result in new nuclear generation increasing by 60-80 terawatt-hours (TWh) annually.
Meanwhile the deployment of renewable energy (primarily solar and wind energy) was dramatically accelerated in 2023, with the installation of 217GWe of new solar capacity and 70GWe of new wind capacity.
This represents an increase of around 400TWh in annual low emission generation – the quantitative equivalent of 40 large nuclear power reactors, or four times the average annual output of the Three Gorges Dam hydroelectric system (the world’s largest power station).
In 2023 energy analysts started reporting that China was now expected to achieve or exceed its 2030 target of 1200GWe for the total installed capacity of solar and wind energy by 2025, and was now planning to triple the 2030 objective, to reach 3900GWe.
Previously China expected that its energy emissions would peak in 2030, but revised forecasts are now indicating that this could happen as early as 2024, 5-6 years ahead of target.
By the end of 2023 it was clear that nuclear energy was no longer going to be the foundation of China’s future electricity generation system, and that this task had shifted to renewable energy.
So what has happened? There’s no single answer, but two key factors appear to be at play.
The first is the emergence of renewable energy technologies at competitive scale and cost since 2011.
Between 2011 and 2022, the cost of solar PV modules declined by 85%, wind energy costs by 60-70%, and battery costs by 90%.
China now dominates the global production of solar PV panels, wind turbines and batteries, with costs expected to continue to decline significantly for the foreseeable future while performance improves.
The consequence is that renewable energy generation can now be deployed economically at rates five to eight times faster than nuclear energy, which is constrained by logistical and regulatory capability, safety, site availability and other factors.
The second is the slow delivery of new nuclear generation which contributed to continued ‘greenlighting’ of new coal-fired generation to underwrite energy security, as it became clear that deployment rates for new low emission electricity generation were insufficient to blunt demand from provincial governments for new coal-fired generators, even though many existing plants are operating at uneconomically low capacity factors
By 2035, under the original plan, combined nuclear, solar and wind generation would have been comparable to current coal generation but insufficient to meet significantly increased new electricity demand.
Under the new plans, combined solar, wind and nuclear generation is likely to match current coal generation and meet new demand, with solar and wind energy contributing around 85% of this low emission generation.
By 2030 another factor will come into play, with China’s battery giant CATL developing long duration utility battery systems that will provide dispatchable electricity from renewable sources at competitive or lower costs than either coal or nuclear generated electricity.
The central message here is that even in China – the world’s largest industrial economy and preeminent builder of advanced civil infrastructure in the 21st century – nuclear energy cannot compete with renewable energy to deliver low emission electricity generation at the deployment rates needed to meet mid-century emission targets.
1
Fukushima City: 100 MW solar farm
4 Apr 24, https://www.pveurope.eu/solar-parks/japan-fukushima-city-100-mw-solar-farm—
Juwi Shizen Energy, the joint venture founded in 2013 between the German project developer Juwi and the Japanese developer of wind and solar parks Shizen Energy, has successfully connected the largest single project in its history to the grid in Fukushima City and has already handed it over to the operator.
Construction of the Azuma Kofuji solar park began in August 2020, and the first kilowatt hour of clean electricity was fed into the grid at the end of September 2022. Annually, the solar park, which is spread over several sub-areas, will produce around 107 million kilowatt hours of electricity. This corresponds to the average consumption of around 31,000 Japanese households.
Juwi Shizen implemented the project as EPC service provider. With the largest project in the joint venture’s history, the project volume implemented since its foundation in 2013 now increases to a total of 602 megawatts. Another 140 megawatts of solar capacity is currently under construction.
Renewable energy plants on abondoned former agricultural land encouraged by law
The completed facility covers an area of approximately 186 acres, most of which is unused farmland. The construction of renewable energy plants on such abandoned former agricultural land is encouraged by law in Japan.
The solar park is located in Fukushima Prefecture, about 80 kilometers from the Fukushima Daiichi nuclear reactor. There, core meltdowns occurred in several reactor units in March 2011 as a result of an earthquake and a tsunami triggered by it, making it one of the largest nuclear disasters in history. (hcn)
Is Nuclear Fusion Really The Ultimate Solution to AI’s Crazy Power Use?

By Alex Kimani – Mar 29, 2024, https://oilprice.com/Energy/Energy-General/Is-Nuclear-Fusion-Really-The-Ultimate-Solution-to-AIs-Crazy-Power-Use.html
- A Boston Consulting Group analysis has predicted that data center electricity consumption will triple by 2030.
- Past trends in technology advances suggest that AI cons are very likely to outweigh the pros as far as power demand is concerned.
- OpenAI’s Altman: nuclear fusion is the ultimate solution to the AI energy puzzle
Two weeks ago, we reported how Artificial Intelligence (AI), cryptocurrency mining and clean energy manufacturing are powering the Fourth Industrial Revolution, or simply 4R, and driving disruptive trends including the rise of data and connectivity, analytics, human-machine interaction, and improvements in robotics. Unfortunately, these secular megatrends are pushing the U.S. power grid to its limits.

According to Sreedhar Sistu, vice president of artificial intelligence at Schneider Electric (OTCPK:SBGSF), excluding China, AI represents 4.3 GW of global power demand, and could grow almost five-fold by 2028. Another analysis has predicted that demand from AI will grow exponentially, increasing at least 10x between 2023 and 2026.

AI tasks typically demand more powerful hardware than traditional computing tasks. Meanwhile, bitcoin mining shows no signs of slowing down, with mining rates hitting 565 exahashes per second (EH/s) currently, a five-fold increase from three years ago.
Bitcoin mining consumes 148.63 TWh of electricity per year and emits 82.90 Mt CO2 per year, comparable to the power consumption of Malaysia. And, data center demand is not helping matters at all. Data center storage capacity is expected to grow from 10.1 zettabytes (ZB) in 2023 to 21.0 ZB in 2027, good for a 18.5% CAGR.

A Boston Consulting Group analysis has predicted that data center electricity consumption will triple by 2030, enough electricity to power 40 million U.S. homes.
The situation is already getting out of hand: U.S. power demand has started rising for the first time ever in 15 years. “We as a country are running out of energy,” Michael Khoo, climate disinformation program director at Friends of the Earth and co-author of a report on AI and climate, has told CNN.
To be fair, AI has been touted as one of the key technologies that will help tackle climate change. The revolutionary technology is already being used to track pollution, predict weather, monitor melting ice and map deforestation. A recent report commissioned by Google and published by the Boston Consulting Group claimed AI could help mitigate up to 10% of planet-heating pollution.
Unfortunately, past trends in technology advances suggest that AI cons are very likely to outweigh the pros as far as power demand is concerned.
“Efficiency gains have never reduced the energy consumption of cryptocurrency mining. When we make certain goods and services more efficient, we see increases in demand,” Alex de Vries, a data scientist and researcher at Vrije Universiteit Amsterdam, has pointed out.
At this point, nearly everybody agrees that we are incapable of developing renewable energy plants fast enough to meet this skyrocketing power demand. So, what other recourse do we have, short of saying let’s just build more natural gas and fossil fuel power plants?
Enter nuclear fusion, long regarded by scientists as the Holy Grail of clean and almost limitless energy. Sam Altman, head of ChatGPT creator OpenAI, says nuclear fusion is the ultimate solution to the AI energy puzzle, “There’s no way to get there without a breakthrough, we need fusion,” Altman said in a January interview. Altman reiterated this view a few weeks ago when podcaster and computer scientist Lex Fridman asked him about the AI energy conundrum.
Blue Sky Thinking

Unfortunately, Altman’s proposal is likely another case of overly optimistic blue-sky thinking, and we might not be any closer to building a commercial nuclear fusion reactor than we are to harvesting energy from blackholes.
For decades, nuclear fusion has been considered the “Holy Grail” of clean energy. If we were able to harness its power it would mean endless clean and sustainable energy. It’s what powers stars, and the theory is that it could be successfully applied to nuclear reactors–without the risk of a catastrophic meltdown disaster.
Scientists have been working on a viable nuclear fusion reactor since the 1950s–ever hopeful that a breakthrough is just around the corner. Unfortunately, the running joke has become that a practical nuclear fusion power plant could be decades or even centuries away, with milestone after milestone having fallen time and again
To be fair again, there’s been some promising glimpses into the possibilities here. Last year, a nuclear fusion reactor in California produced 3.15 megajoules of energy using only 2.05 megajoules of energy input, a rare instance where a fusion experiment produced more energy than it consumed. The vast majority of fusion experiments are energy negative, taking in more energy than they generate thus making them useless as a form of electricity generation. Despite growing hopes that fusion could soon play a part in climate change mitigation by providing vast amounts of clean power for energy-hungry technologies like AI, the world is “still a way off commercial fusion and it cannot help us with the climate crisis now”, Aneeqa Khan, research fellow in nuclear fusion at Manchester University, told the Guardian just after the initial December breakthrough.
You don’t have to look very far to get a healthy dose of reality check.
For decades, 35 countries have collaborated on the largest and most ambitious scientific experiments ever conceived: the International Thermonuclear Experimental Reactor (ITER), the biggest-ever fusion power machine. ITER plans to generate plasma at temperatures 10x higher than that of the sun’s core, and generate net energy for seconds at a time. As is usually the case with many nuclear power projects, ITER is already facing massive cost overruns that puts its future viability in question. W
When the ITER project formally commenced operations in 2006, its international partners agreed to fund an estimated €5 billion (then $6.3 billion) for a 10-year plan that would have seen the reactor come online in 2016. Charles Seife, director of the Arthur L. Carter Institute of Journalism at New York University, has sued ITER for lack of transparency on cost and incessant delays. According to him, the project’s latest official cost estimate now stands at more than €20 billion ($22 billion), with the project nowhere near achieving its key objectives. To make matters worse, none of ITER’s key players, including the U.S. Department of Energy, has been able to provide concrete answers of whether the team can overcome the technical challenges or estimates of the additional delays, much less the extra expenses.
Seife notes that whereas the Notre Dame took a century to complete, it eventually was used for its intended purpose less than a generation after construction began. However, he concludes by saying that the same can hardly be said about ITER, which looks less and less like a cathedral–and more like a mausoleum.
UK’s Energy Regulator ,Ofgem, flags concerns over Sizewell C costs

https://www.energylivenews.com/2024/03/21/ofgem-flags-concerns-over-sizewell-c-costs/
The energy regulator has highlighted concerns in a letter to the Energy Secretary regarding potential modifications to the Sizewell C project, emphasising the need for certainty in project costs
Ofgem has conveyed its concerns to the Energy Secretary regarding proposed modifications to the Sizewell C project’s Regulated Asset Base licence.
In a letter, Ofgem underscores the importance of certainty in underlying project costs and contracts for the economic regulatory regime’s fairness to consumers, taxpayers and potential investors.
The letter emphasises the need for thorough progress on all aspects of the project before implementing any licence modifications, especially in light of “challenges” faced by EDF with the construction of Hinkley Point C.
The energy regulator said: “It is important to ensure all aspects of the project are appropriately progressed before making licence modifications.
“This is especially pertinent given the ongoing challenges being experienced by EDF with the construction of Hinkley Point C, which shares many design elements with the proposed Sizewell C plant.
“When considering responses to this consultation, our expectation is that the Department for Energy Security and Net Zero (DESNZ) will continue to ensure that value for money for consumers is a priority consideration in any analysis and decision making around potential changes to the licence, and that any changes made are well justified and evidenced.
“In addition, it is vital that DESNZ also takes into account the effect of any potential changes on the overall operability of the licence and Ofgem’s ability to effectively discharge our obligations over time.”
Nuclear power and Artificial Intelligence – a dystopian vision of the future.

Susan O’Donnell Fredericton, 15 Mar 24
Re “Nuclear power and artificial intelligence: the perfect marriage” (Report on Business, March 12): I read with genuine horror the detailing of artificial intelligence’s voracious appetite for energy.
This is presented as a positive development, and it is suggested that more Canadian uranium could be mined to fuel small nuclear reactors and provide power for gluttonous AIs. This dystopian vision of the future looks devoid of humanity.
Environmentalists and everyone concerned with a sustainable future are thinking about how we will power a livable world, so that more than eight billion people will have a decent standard of living as the fossil fuel era comes to an end. I am sickened to contemplate that AI might gobble up much of the available energy that will be desperately needed for basic humanitarian needs.
Susan O’Donnell Fredericton
AI’s craving for data is matched only by a runaway thirst for water and energy

John Naughton, https://www.theguardian.com/commentisfree/2024/mar/02/ais-craving-for-data-is-matched-only-by-a-runaway-thirst-for-water-and-energy
The computing power for AI models requires immense – and increasing – amounts of natural resources. Legislation is required to prevent environmental crisis.
One of the most pernicious myths about digital technology is that it is somehow weightless or immaterial. Remember all that early talk about the “paperless” office and “frictionless” transactions? And of course, while our personal electronic devices do use some electricity, compared with the washing machine or the dishwasher, it’s trivial.
Belief in this comforting story, however, might not survive an encounter with Kate Crawford’s seminal book, Atlas of AI, or the striking Anatomy of an AI System graphic she composed with Vladan Joler. And it certainly wouldn’t survive a visit to a datacentre – one of those enormous metallic sheds housing tens or even hundreds of thousands of servers humming away, consuming massive amounts of electricity and needing lots of water for their cooling systems.

On the energy front, consider Ireland, a small country with an awful lot of datacentres. Its Central Statistics Office reports that in 2022 those sheds consumed more electricity (18%) than all the rural dwellings in the country, and as much as all Ireland’s urban dwellings. And as far as water consumption is concerned, a study by Imperial College London in 2021 estimated that one medium-sized datacentre used as much water as three average-sized hospitals. Which is a useful reminder that while these industrial sheds are the material embodiment of the metaphor of “cloud computing”, there is nothing misty or fleecy about them. And if you were ever tempted to see for yourself, forget it: it’d be easier to get into Fort Knox.
There are now between 9,000 and 11,000 of these datacentres in the world. Many of them are beginning to look a bit dated, because they’re old style server-farms with thousands or millions of cheap PCs storing all the data – photographs, documents, videos, audio recordings, etc – that a smartphone-enabled world generates in such casual abundance.
But that’s about to change, because the industrial feeding frenzy around AI (AKA machine learning) means that the materiality of the computing “cloud” is going to become harder to ignore. How come? Well, machine learning requires a different kind of computer processor – graphics processing units (GPUs) – which are considerably more complex (and expensive) than conventional processors. More importantly, they also run hotter, and need significantly more energy.
On the cooling front, Kate Crawford notes in an article published in Nature last week that a giant datacentre cluster serving OpenAI’s most advanced model, GPT-4, is based in the state of Iowa. “A lawsuit by local residents,” writes Crawford, “revealed that in July 2022, the month before OpenAI finished training the model, the cluster used about 6% of the district’s water. As Google and Microsoft prepared their Bard and Bing large language models, both had major spikes in water use – increases of 20% and 34%, respectively, in one year, according to the companies’ environmental reports.”
Within the tech industry, it has been widely known that AI faces an energy crisis, but it was only at the World Economic Forum in Davos in January that one of its leaders finally came clean about it. OpenAI’s boss Sam Altman warned that the next wave of generative AI systems will consume vastly more power than expected, and that energy systems will struggle to cope. “There’s no way to get there without a breakthrough,” he said.
What kind of “breakthrough”? Why, nuclear fusion, of course. In which, coincidentally, Mr Altman has a stake, having invested in Helion Energy way back in 2021. Smart lad, that Altman; never misses a trick.
As far as cooling is concerned, it looks as though runaway AI also faces a challenge. At any rate, a paper recently published on the arXiv preprint server by scientists at the University of California, Riverside, estimates that “operational water withdrawal” – water taken from surface or groundwater sources – of global AI “may reach [between] 4.2 [and] 6.6bn cubic meters in 2027, which is more than the total annual water withdrawal of … half of the United Kingdom”.
Given all that, you can see why the AI industry is, er, reluctant about coming clean on its probable energy and cooling requirements. After all, there’s a bubble on, and awkward facts can cause punctures. So it’s nice to be able to report that soon they may be obliged to open up. Over in the US, a group of senators and representatives have introduced a bill to require the federal government to assess AI’s current environmental footprint and develop a standardised system for reporting future impacts. And over in Europe, the EU’s AI Act is about to become law. Among other things, it requires “high-risk AI systems” (which include the powerful “foundation models” that power ChatGPT and similar AIs) to report their energy consumption, use of resources and other impacts throughout their lifespan.
It’d be nice if this induces some investors to think about doing proper due diligence before jumping on the AI bandwagon.
Blackout risks due to Hinkley nuclear delays – a reminder of the value of energy efficiency

Hinkley Point C delays raise UK blackout risk, https://www.energylivenews.com/2024/02/28/hinkley-point-c-delays-raise-uk-blackout-risk/
Delays in Hinkley Point C construction and other nuclear station closures heighten blackout risk for the UK by 2028 due to increased demand and insufficient capacity, a study warns
New research warns of potential blackouts in the UK by 2028 due to delays in French-built nuclear reactors, alongside closures of existing stations like Ratcliffe-on-Soar.
Analysis by Public First indicates a looming “crunch point” as demand exceeds baseload capacity by 7.5GW at peak times, equivalent to the power needs of over seven million homes.
Government data reveals consumers facing a £2.8 billion addition to bills in 2028 to ensure sufficient generating capacity.
Paul Szyszczak, Country Manager, Danfoss Climate Solutions, UK and Ireland, said: “This new blackout warning for the UK’s grid is concerning but shouldn’t be a reason for panic. Instead, it should be seen as an opportunity and useful reminder of why we need to boost energy efficiency
Regardless of the Hinkley Point delays, blackouts can be kept out of the conversation entirely if we were to bring in relatively simple changes. Changes such as rolling out demand-side flexibility technology across the country; this would level out energy consumption to prevent periods of simultaneous high demand and low supply, which is especially important for an energy system based on a growing mix renewables, such as the UK’s energy system.
“The deployment of demand-side flexibility technologies can lower demand during expensive peak hours and reduce the amount of fossil fuels in the energy mix. In fact, these changes would mean at least a 7% savings on electricity bills for households and a highly significant reduction in carbon emissions.
“Through demand-side flexibility, the EU and UK can annually save 40 million tonnes of carbon dioxide emissions and achieve annual societal cost savings of €10.5 billion (£8.9bn) by 2030, partly due to lower need for investments in energy infrastructure.”
Tripling nuclear energy by 2050 will take a miracle, and miracles don’t happen.

“To protect the climate, we must abate the most carbon at the least cost—and in the least time—so we must pay attention to carbon, cost, and time, not to carbon alone.”
—Nuclear power fails both the tests of cost and time.
It is time to abandon the idea that further expanding nuclear technology can help with mitigating climate change
Farrukh A Chishtie, M V Ramana, Saturday 03 February 2024, https://www.downtoearth.org.in/blog/climate-change/tripling-nuclear-energy-by-2050-will-take-a-miracle-and-miracles-don-t-happen-94249
The recent COP28 climate conference held in Dubai saw a concerted effort by a few governments to promote expanding nuclear energy as a solution to the climate crisis. Led by the US Department of Energy, a pledge to triple nuclear energy capacity by 2050 attracted a mere 22 countries. The contrast in ambition and global support with an agreement on tripling renewable energy and doubling energy efficiency by 2030—signed by 123 countries, and enshrined in the final outcome document—couldn’t be greater. But even this level of ambition, i.e., tripling capacity by 2050, is inappropriate when it comes to nuclear energy.
Between 1996 and 2022, the proportion of global electricity generated by nuclear reactors has dropped . This decline stands in sharp contrast to the remarkable upward trajectory observed in renewable energy sources, particularly solar and wind power. Over the same period, the share of global electricity produced by modern forms of renewable energy has gone from a mere 1.2 per cent to 14.4 per cent.
The difference is only set to grow. Investment in renewable energy sources is growing rapidly, reaching a record of , constituting 74 per cent of all power generation investments in 2022, while nuclear and coal accounted for only 8 per cent each. Solar photovoltaics, especially when built at large (utility) scale, has become the least costly option for new electricity capacity in recent years; in 2020, the International Energy Agency pronounced that solar is “the new king of the world’s electricity markets”.
As of mid-2023, there were just 407 operable nuclear reactors worldwide, which is 31 below the peak of 438 reactors in 2002, with a combined capacity of 365 gigawatts. These reactors are mostly old ones, built decades ago; the average age of the fleet has grown from 11.3 years in 1990 to 31.4 years in 2023. For nuclear energy to even maintain its current level of electricity production, most of these reactors will have to replaced. As detailed below, any attempt to replace nuclear capacity will be exorbitant. Because of these high costs, and rapid pace of building renewables, nuclear energy can simply not maintain its share of electricity production.
The decline in nuclear capacity is not due to lack of interest from governments. Between 2002 and 2023, there was a so-called nuclear renaissance. In the United States, the Bush administration’s 2005 Energy Policy Act offered numerous incentives, such as loan guarantees, to promote nuclear power. Spurred by these incentives, US electricity companies proposed building more than 30 reactors, many of them expected to start operating by 2021.
Only four of these reactors proceeded to actual construction but two of these reactors in the state of South Carolina were abandoned after $9 billion was spent because of massive cost increases and time delays. That led the Westinghouse Electric Company, a subsidiary of Japanese company Toshiba and the largest historic builder of nuclear power plants in the world, to file for Chapter 11 bankruptcy protection.
The remaining two reactors were built at the Vogtle site in Georgia. The first of these units began operating in 2023, taking over 10 years from when construction started—well above the “36 months” that the reactor’s designer, the Westinghouse company, had promised. Costs rose from an estimate of $14 billion when construction started to over $35 billion. This is in the United States, the country with historically the largest nuclear fleet.
In France, the country with the most reliance on nuclear energy, the Flamanville-3 nuclear reactor is now estimated to cost around $15 billion—four times what was forecasted when Électricité de France began building it. Historically, both in the United States and France, costs have risen as more reactors were built, and so we might expect future nuclear plants to be more expensive.
The other reason to expect future costs to go up is because of the push for small modular reactors (SMRs) to revive the nuclear industry. Small reactors lose out on economies of scale, and therefore start off with an economic disadvantage. Even if their absolute cost is lower than that of a large nuclear reactor, they are more expensive when compared on the basis of how much electricity they can provide (i.e., on a per megawatt basis).
A project involving six NuScale small modular reactors that was proposed to be built in Idaho was estimated to cost $9.3 billion for just 462 megawatts of power capacity. In comparison to the Vogtle project in Georgia, when that project was at a comparable stage—that is, when it was still on paper—the estimate for the UAMPS project is around 250 per cent more than the initial per megawatt cost of the Vogtle project.
SMRs have also suffered construction delays. In Russia, the first SMR that has been deployed is the KLT-40S, based on the design of reactors used in the small fleet of nuclear-powered icebreakers that Russia has operated for decades. Yet, the KLT-40S, which was expected to take three years to build actually took 13 years. That is even more than the large reactors mentioned above.
These delays also underscore what energy analyst Amory Lovins pointed out: “To protect the climate, we must abate the most carbon at the least cost—and in the least time—so we must pay attention to carbon, cost, and time, not to carbon alone.” Nuclear power fails both the tests of cost and time. Investing further into nuclear technology with its concomitant loss of time will accentuate the unjust and unequal impacts on countries in the Global South, who are already dealing with severe climate impacts because developed countries like the United States have not reduced their carbon emissions in accord with their financial capacities.
Given these hard economic realities, what explains the pledge put out by the US government? Looking at who signed it and who didn’t suggests that the pledge is out there for geopolitical reasons. Note, for example, that Russia and China are missing from the list of signatories to the declaration: China is the country building the most nuclear reactors domestically and Russia is the country exporting the most reactors. No country from South Asia joined this pledge either.
In his essay about miracles, the 18th century British philosopher David Hume wrote “A wise man…proportions his belief to the evidence”. (Today, we might say, a wise person proportions their belief to the evidence.) The evidence that nuclear energy cannot be scaled up quickly is overwhelming. It is time to abandon the idea that further expanding nuclear technology can help with mitigating climate change. Rather, we need to focus on expanding renewables and associated technologies while implementing stringent efficiency measures to rapidly effect an energy transition.
Farrukh A Chishtie is an atmospheric and earth observation scientist with extensive experience in various experimental and modelling disciplines. He has more than 18 years of research experience, and is presently leading the Peaceful Society, Science and Innovation Foundation, a non-profit organisation dedicated to serving communities afflicted by climate change, wars and pandemics.
MV Ramana is the Simons Chair in Disarmament, Global and Human Security and Professor at the School of Public Policy and Global Affairs, at the University of British Columbia in Vancouver, Canada. He is the author of The Power of Promise: Examining Nuclear Energy in India (Penguin Books, 2012) and Nuclear is not the Solution: The Folly of Atomic Power in the Age of Climate Change (forthcoming from Verso books)
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