Global AI Data Centers Will Consume Huge Amounts of Fresh Water — JPMorgan report

Modern technology is once again in the dock as a resource monster, going totally against the grain for net-zero obsessed climate worriers who look to choke off energy demand at every turn. Data centre issues over local water and power supplies have been widely reported e.g. here at the Talkshop, and here.
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Summary:
— While energy consumption of data centers steal the headlines, the water-intensive nature of their operations is overlooked.

— Bluefield research: water consumption by global data centers (including on-site cooling and off-site power generation) has grown 6% annually from 2017 to 2022.

— Immense water demand from data centers in areas where water resources are scarce could spark “increased competition can strain water availability, even causing data center closures.”
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Wall Street banks are in a frenzy over “The Next AI Trade,” piling into the ‘Powering up America’ investment themes, whether that’s power grid companies, commodities, such as copper, gold, silver, and uranium, and artificial intelligence chipmakers, to accommodate the explosion of generative artificial intelligence data centers anticipated nationwide through the end of the decade and beyond, says ZeroHedge (via OilPrice.com).

UK wind power constraint payments cost £920 million in 2023 – and rising

Analysts from an energy storage specialist say £920 million annual cost of ‘curtailment’ could be cut 80% by using existing technologies like battery storage more effectively. But that would obviously require a lot of expensive batteries, and gas power stations could easily do the job on a much more extensive scale. Such is the state of the UK electricity grid thanks to net zero climate obsessions and intermittent wind power dotted all over the place, especially in areas remote from population centres – i.e. the opposite of where that power is most needed.
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Grid capacity constraints added nearly £1 billion of ‘curtailment’ costs to electricity bills for homes and businesses in 2023 as abundant energy from wind farms was unable to be transmitted to areas of demand, says Field Energy.

The majority of this cost was down to a single pinch point in the UK’s electricity grid on the Scottish/English border called the B6 boundary.

Analysis by energy storage developer and operator Field estimates this boundary alone could cause up to £2.2 billion of curtailment costs by 2030 as the UK’s curtailment problem escalates. Overall UK curtailment costs could reach £3.5 billion by that date.

Power-hungry AI problem for climate policymakers

How AI Is Outsmarting Green Energy, Zero Carbon Fantasies

– – – Closing thermal power stations, and insisting on renewables instead in the name of climate obsessions, leads to reductions in reliable electricity supply. But the rise of data centres and AI increases the need for that reliable supply. Somebody has to lose out.

Electricity barrier: net zero climate policy means the UK housing crisis is getting worse

If there isn’t enough power for the new homes, where’s the power for all the soon-to-be mandatory electric vehicles supposed to come from? Net zero policy by climate obsessives is busy degrading the entire power grid to an increasingly part-time system. This is just one of the knock-on effects.
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Our inadequate electricity network is stopping the building of thousands of new homes. And the necessary move to low-carbon heating and cars is only increasing demand, says The Guardian.

Oxford has a severe housing problem. With house prices 12 times the average salary, it has become one of the least affordable cities in the country. Its council house waiting list has grown to more than 3,000 households, with many having to live in temporary accommodation.

An obvious solution is to build more homes, but those trying to do this face a big barrier: electricity.

How the death of a mega-turbine rattled US offshore wind

Three New York wind projects were dropped after the massive wind tower they were to be based on was cancelled. This report notes that analysts say ‘bigger wind turbines tend to break more’. Planting ever-larger top-heavy objects on long thin poles in zones with potentially stronger winds clearly has its challenges. Even getting them to their site can be a major undertaking.
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The wind industry’s global race to make ever-bigger turbines stumbled to a sudden slowdown last week, jarring U.S. offshore wind projects, says E&E News.

When GE Vernova confirmed that it was canceling one of the largest wind turbines ever designed, it signaled a pause in an arms race that for years had led manufacturers to go higher, longer and wider when building towers, blades and other components.

Now, that decision is reverberating across U.S. efforts to build wind projects in the Atlantic.

New coal plants in China ‘soar’, dismaying climate worriers

Obsessing about Chinese coal power, and its imagined effect on air temperatures, doesn’t stop the same people doing the obsessing from buying Chinese products made using that power, such as wind turbines, batteries and solar panels.
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China ramped up coal power capacity last year, according to new analysis, despite a pledge to “strictly control” the dirtiest fossil fuel, says Sky News.

The country added 47.4 Gigawatts (GW) of new coal power in 2023, more than double the amount added by the rest of the world combined.

It raises concerns that gains in clean power, including by China, are being undermined by the persistent use of coal, the worst energy form for climate change and air pollution. [Talkshop comment – CO2 makes zero difference to air pollution].

World first UK prototype could pave the way for constant energy all the time – from space

Building the solar power ‘farm’ in space would take more than 60 rocket flights, possibly with SpaceX, and a team of robot builders. The power would be directed away from inhabited areas, probably offshore. Whether the finance numbers would add up is anyone’s guess, but it’s claimed to be a lot cheaper than nuclear power for example, with no waste product.
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A company hoping to launch the first solar farm into space has passed a critical milestone with a prototype on Earth, says Sky News.

Oxfordshire-based Space Solar plans to power more than a million homes by the 2030s with mile-wide complex of mirrors and solar panels orbiting 22,000 miles above the planet.

But its super-efficient design for harvesting constant sunlight – called CASSIOPeiA – requires the system to rotate towards the sun, whatever its position, while still sending power to a fixed receiver on the ground.

First Ever Advanced Reactor Submitted for Justification in UK

Press release – the application ‘has been accepted for Government consideration’. Electricity supply is too important to be left mainly to erratic and weather-dependent power sources.
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LONDON, UK – 5 April 2024 – The Nuclear Industry Association has applied for a justification decision for newcleo’s lead-cooled fast reactor, the LFR-AS-200, says newcleo.

Our application makes the case that the benefits of clean, firm, flexible power from the LFR-AS-200 would far outweigh any potential risks, which are in any event rigorously controlled by robust safety features, including passive safety systems, built into the design and incorporated into the operating arrangements, in line with the UK’s regulatory requirements.

The application also demonstrates that the reactor design would support nuclear energy’s contribution to a stable and well-balanced electricity grid, which is essential to reduce consumer bills and maintain economic competitiveness.

In the new world of EVs and AI, renewable green energy means more gas or coal capacity, not less

Technology demands are outrunning misguided climate/energy policies. ‘Officials admit – more hogs means a bigger trough’ (Telegraph) but laws of physics can’t be overridden by government demands, however much they insist on barking up the wrong tree with puny renewables and rejecting available fuel sources.
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It is no secret that the expanding suite of AI technologies are becoming powerful drivers of additional demand for electricity, says The Telegraph.

They are, simply put, enormous energy hogs.

This technological revolution seems destined to soon overwhelm and dominate almost every aspect of modern society, but there’s a catch: It is taking place simultaneously with coordinated efforts by national and international governments to prematurely do away with some of the cheapest and most abundant forms of 24/7 power generation.

The energy hogs, in other words, are lined up at the electricity trough, but that trough is being forced to run dry by ill-considered public policies.

Labour’s net zero target faces £116bn ‘investment challenge’

Challenge is putting it mildly. Cloud cuckoo land beckons once again in the form of impossible but supposedly climate-related targets. Some timescales are hard to shorten just by uttering demands.
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A report by Policy Exchange, supported by analysis from Aurora Energy Research, outlines challenges facing Labour’s aim to achieve a decarbonised power grid by 2030, says Energy Live News.

The report highlights a £116 billion additional investment requirement.

This finding, based on modelling, emphasises obstacles such as planning reforms, supply chain limitations and workforce shortages.

The analysis underscores difficulties in accelerating renewable energy deployment and scaling up infrastructure.

How China captured the sun – and cast a shadow over Europe

UK plans mean ‘we will be covering an area of countryside the size of Middlesex with Chinese solar panels’ by 2035, while China’s market share in the EU has reached 97%. Can energy/climate policymakers explain what is supposed to happen to all these millions of panels at replacement time?
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Europe’s ambitious plans to expand green energy generation with “Made in EU” solar panels face a distinctly cloudy future as the continent faces a massive glut of the devices, says The Telegraph (via Yahoo News).

Millions of solar panels are piling up in warehouses across the Continent because of a manufacturing battle in China, where cut-throat competition has driven the world’s biggest panel-makers to expand production far faster than they can be installed.

The supply glut has caused solar panel prices to halve.

UK carbon capture strategy ‘outdated and unrealistic’ as costs doubled

The policy was unrealistic even before it became outdated. The costs have already put most climate-obsessed countries off, and the UK can’t avoid that barrier either.
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The UK Government’s energy policy centred around carbon capture, usage and storage (CCUS) is outdated and unrealistic, a new report has warned.

Think tank Carbon Tracker has today said that cost estimates for deploying CCUS have more than doubled from the £20bn in taxpayer funding initially scoped in December last year, reports City AM.

This strategy was based on the recommendations of the Climate Change Committee, published in the sixth carbon budget in December 2020.

Nuclear fusion for the grid is coming much sooner than you think – Telegraph

Credit: ITER

Nuclear fusion has been pursued for decades, but is it now ‘time to drop the old joke that fusion is 30 years away, and always will be’ as the author suggests?
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Commercial nuclear fusion has gone from science fiction to science fact in less than a decade, claims The Telegraph.

Even well-informed members of the West’s political class are mostly unaware of the quantum leap in superconductors, lasers, and advanced materials suddenly changing the economics of fusion power.

Britain’s First Light Fusion announced last week that it had broken the world record for pressure at the Sandia National Laboratories in the US, pushing the boundary to 1.85 terapascal, five times the pressure at the core of the Earth.

UK faces ‘blackouts’ without new gas-fired power stations, ministers claim

That’s more a statement of fact than a claim, but climate obsessives often ignore inconvenient truths. The proposal is for ‘peaker’ type plants (like this) to replace some of the UK’s ageing baseload ones.
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The UK will face “blackouts” without building new gas power stations, ministers have claimed.

The government has said that while it will continue to move forward with its net zero targets and a focus on renewables, gas was needed as a “back-up” – with Prime Minister Rishi Sunak saying climate goals must be reached “in a sustainable way that doesn’t leave people without energy on a cloudy, windless day”, reports Sky News.

Energy Secretary Claire Coutinho will outline the plans for new stations in a speech later today, which include a full review of the electricity market and changes to the law to make the plants ready convert to low-carbon alternatives.

France’s Economy Minister slams EU’s ‘no longer wanted’ renewable targets

So-called climate targets are once more proving to be a recipe for trouble wherever they appear. With a large nuclear fleet for its electricity generation, France is calling EU demands “the Europe we no longer want” and ignoring its directives, incurring the wagging finger of warning from Brussels.
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The EU’s renewable energy targets adopted in March last year are too restrictive and unsatisfactory as climate goals, French Economy Minister Bruno Le Maire, who took over the Energy portfolio in a recent government reshuffle, said on Monday (4 March).

Despite repeated requests from the European Commission, France remains opposed to the calculation method used by Brussels to set targets for the use of renewable energy, says Euractiv.

“The targets can no longer be to have so many windmills here, so many photovoltaic panels here,” Le Maire said on Monday, criticising “the Europe we no longer want”.

Britain to harness power of Sahara solar farms using world’s biggest cable-laying ship

‘The project has already been declared one of “national significance” by Claire Coutinho, the Energy Secretary, who has also set a team of civil servants to work on it’, says the story. A claim of ‘near-constant’ electricity supply from one of the project team sounds a tad optimistic. Sandstorms are not unheard of in the Sahara region, for example. [Click on image to enlarge]
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A project to power Britain using solar farms thousands of miles away in the Sahara is moving a step closer to fruition as its backers prepare to commission the world’s biggest cable-laying ship, says The Telegraph.

The 700ft vessel will lay four parallel cables linking solar and wind farms spread across the desert in Morocco with a substation in Alverdiscott, a tiny village near the coast of north Devon.

Once completed, the scheme is expected to deliver about 3.6 gigawatts of electricity to the UK’s national grid – equating to about 8pc of total power demand.

Electric van maker once valued at £10bn collapses into administration

Arrival is departing

Shades of the dot.com bubble. The grand illusions of net zero climate alarmism continue to crumble, but not quickly enough yet.
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A British electric van maker once valued at $13bn (£10bn) has gone into administration after burning through $1.5bn without having sold a vehicle, reports The Telegraph.

Oxfordshire-based Arrival has appointed administrators at EY to find a buyer for the business, blaming “challenging market and macroeconomic conditions”.

Arrival’s Nasdaq flotation in 2021 was the biggest ever for a British company but shares have fallen by 99.98pc as it became clear that the company was unable to service its debts.

Ofgem to investigate claims of UK wind farms overcharging billpayers £millions

Scottish offshore wind project [image credit : urbanrealm.com]

We knew wind farms were also subsidy farms but this could be even worse. Why ‘regulators’ need to get informed by the media before noticing anything wrong, or potentially wrong, is another question.
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Energy regulator Ofgem is investigating the claim that wind farms may have incorrectly added close to £51m to taxpayer bills since 2018, says CityAM.

A Bloomberg report found that 40 out of 121 studied projects overstated their output by ten per cent on average and one-sixth (27) of wind farms were found to be overstating by at least 20 per cent.

Ofgem said it was investigating the alleged behaviour and has asked the Energy System Operator (ESO) to look into the matter.

Finance problem for Labour’s ‘green power by 2030’ pledge

Cost won’t be the only problem, as weather dependency increases with the percentage of renewables in the electricity generation system, alongside the reduction of thermal power plants. Ploughing on with ‘net zero’ type policies in the face of all the costs and risks seems to have broad appeal in UK political circles.
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Ed Balls has predicted that Sir Keir Starmer will ditch Labour’s flagship £28 billion green pledge, says The Telegraph.

The former Labour shadow chancellor said that the party will need to make a “big U-turn” on the figure to shut down the Tory attack line that Labour will be irresponsible with Britain’s finances.

Sir Keir initially pledged to borrow £28 billion annually to fund green projects from year one if the party were to win power, but has repeatedly watered down that commitment over recent months.

French ‘rubbing their hands’ as Britain forced to import £1.5bn of electricity

Another expensive and wasteful result of ‘net zero’ climate obsession in government, as the much vaunted renewables policy continues to prove fatally flawed, no matter how much is spent on it. One obvious problem with wind power is that the times of peak electricity demand and the times of optimal wind conditions rarely coincide. In other words, variable weather, not properly factored in by policymakers. Relying on averages won’t work either.
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Britain imported a record amount of electricity from Europe last year as solar and wind farms struggled to generate sufficient energy in the wake of coal and nuclear power plant closures, says The Telegraph.

The UK forked out £3.5bn on electricity from France, Norway, Belgium and the Netherlands last year, accounting for 12pc of net supply, according to research from London Stock Exchange (LSEG) Power Research.

According to official data, France accounted for around £1.5bn of power sold to the UK in the year to November 2023 while Norway earned around £500m.