Goran Calic

Business school professor / innovation and nuclear energy researcher / commercial space enthusiast. Working @McMaster Studied @Purdue

[Goran Calic @gorancalic]

@DJSnM Is two engine flip planned or was one engine out?

[Goran Calic @gorancalic]

https://t.co/dlvRGhwO4o

[Goran Calic @gorancalic]

𝐖𝐚𝐬 𝐂𝐚𝐫𝐧𝐞𝐲'𝐬 𝐃𝐚𝐯𝐨𝐬 𝐒𝐩𝐞𝐞𝐜𝐡 𝐑𝐞𝐚𝐥𝐥𝐲 𝐀𝐛𝐨𝐮𝐭 𝐓𝐫𝐮𝐦𝐩?

Michael Tadrous and I discuss this on the 53rd episode of the Atomic Exchange.

Link to podcast on all platforms in comments.

#Canada #Trump #Davos #Management #Innovation

[Goran Calic @gorancalic]

Listen to the podcast on your favourite platform: https://t.co/dlvRGhwgeQ

[Goran Calic @gorancalic]

𝐓𝐡𝐞 𝐦𝐨𝐬𝐭 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞 𝐫𝐞𝐧𝐞𝐰𝐚𝐛𝐥𝐞 𝐞𝐧𝐞𝐫𝐠𝐲 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐚𝐫𝐞 𝐝𝐨𝐦𝐢𝐧𝐚𝐧𝐭𝐥𝐲 𝐰𝐢𝐧𝐝 (73%), not solar according to a recent Nature Magazine publication. (Link to Open source article in comments.)

𝐖𝐞 𝐠𝐨 𝐝𝐞𝐞𝐩 𝐨𝐧 𝐭𝐡𝐞 𝐭𝐨𝐩𝐢𝐜 𝐢𝐧 𝐭𝐡𝐞 𝐥𝐚𝐭𝐞𝐬𝐭 𝐀𝐭𝐨𝐦𝐢𝐜 𝐄𝐱𝐜𝐡𝐚𝐧𝐠𝐞 𝐩𝐨𝐝𝐜𝐚𝐬𝐭. (Link to podcast in the comments.)

𝐒𝐔𝐌𝐌𝐀𝐑𝐘:
- Countries with lots of hashtag#solar potential, like hashtag #Algeria and hashtag #Egypt, would still achieve the highest reliability with 65-70% wind.
- Countries with higher altitudes, like hashtag #Canada and hashtag #Russia, achieve highest reliability with 85% hashtag #wind.
- Adding hashtag #energystorage increase the usefulness of solar in most countries, except those at higher altitudes, where it further decreases the usefulness of solar.
- Even in countries where (hypothetically) 95% of demand is met by renewables (assuming that solar and wind can be placed anywhere in the country with 0% transmission losses and $0 costs for transmission) countries would still experience dozens of >24h or longer gaps without electricity .

The attached image shows the optimal mix of renewables for a number of countries given 2 buildout scenarios (one 100% of demand met by renewable and one 150% demand met by renewables) and 3 storage scenarios (no storage, 3 hours of storage, 12 hours of storage).

NOTE: 𝘋𝘰𝘵𝘴 𝘭𝘰𝘸𝘦𝘳 𝘰𝘯 𝘵𝘩𝘦 𝘧𝘪𝘨𝘶𝘳𝘦𝘴 𝘴𝘶𝘨𝘨𝘦𝘴𝘵 𝘮𝘰𝘳𝘦 𝘸𝘪𝘯𝘥 𝘪𝘴 𝘰𝘱𝘵𝘪𝘮𝘢𝘭. 𝘓𝘪𝘨𝘩𝘵𝘦𝘳 𝘤𝘰𝘭𝘰𝘶𝘳𝘦𝘥 𝘣𝘢𝘳𝘴 𝘪𝘯𝘥𝘪𝘤𝘢𝘵𝘦 𝘨𝘳𝘦𝘢𝘵𝘦𝘳 𝘳𝘦𝘭𝘪𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘰𝘧 𝘨𝘳𝘪𝘥.

[Goran Calic @gorancalic]

Link to open source article: https://t.co/SbdZs7OgmC

[Goran Calic @gorancalic]

Link to podcast here: https://t.co/dlvRGhwgeQ

[Goran Calic @gorancalic]

𝐓𝐡𝐞𝐫𝐞 𝐚𝐫𝐞 𝐧𝐨 𝐄𝐧𝐞𝐫𝐠𝐲 𝐓𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧𝐬, 𝐨𝐧𝐥𝐲 𝐄𝐧𝐞𝐫𝐠𝐲 𝐀𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐬.

The world burns more wood for fuel today than ever in human history. More wood (400%) is burned today than it was a century ago.

[Goran Calic @gorancalic]

On the latest episode of the hashtag#AtomicExchange podcast, Michael Tadrous and I discuss this perspective and explain why I believe it better reflects the history of energy than the traditional idea of “energy transitions.”

[Goran Calic @gorancalic]

@NVIDIAGeForce GeForce RTX 5090

[Goran Calic @gorancalic]

@elonmusk This isn’t true.

[Goran Calic @gorancalic]

AI is consuming more power than the grid can handle — nuclear might be the answer https://t.co/8vvJyxJcsv via @ConversationCA

[Goran Calic @gorancalic]

https://t.co/9fjHbdPsXK

[Goran Calic @gorancalic]

𝐄𝐩𝐢𝐬𝐨𝐝𝐞 21 𝐨𝐟 𝐓𝐡𝐞 𝐀𝐭𝐨𝐦𝐢𝐜 𝐄𝐱𝐜𝐡𝐚𝐧𝐠𝐞 𝐢𝐬 𝐨𝐮𝐭 𝐧𝐨𝐰.

Michael Tadrous and I review day one of the MIT & CATF summit in Washington D.C.

We review costs of energy, how financing works, and why uranium’s energy edge over coal is so big. We also talk about SMRs, and which designs are most likely to win.

Plus, some thoughts on D.C. and whether this is truly the last nuclear renaissance.

Link in comments.

[Goran Calic @gorancalic]

https://t.co/Oj7BKuCES2

[Goran Calic @gorancalic]

𝐖𝐡𝐲 𝐚𝐫𝐞 𝐧𝐮𝐜𝐥𝐞𝐚𝐫 𝐞𝐧𝐞𝐫𝐠𝐲 𝐚𝐧𝐝 𝐀𝐈 𝐜𝐨𝐦𝐢𝐧𝐠 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫?
In a @HarvardBiz article, @andywu and I explore this question.

Clearly, it’s about solving AI’s huge energy needs. But we suggest it’s also largely about solving #timing problems.
Both AI and nuclear solve each other’s problem of predicting the future (which can be extremely costly if you get it wrong).

Would love to hear your thoughts—especially if you're working in energy, AI, infrastructure, or long-horizon innovation.

Link below ⬇️

@DeGrooteBiz @McMasterNuclear @Meta @Google @Microsoft @awscloud @HarvardHBS

#strategy #HBR #nuclearenergy #AI #energytransition #infrastructure #timing

[Goran Calic @gorancalic]

https://t.co/sj76uVilfN

[Goran Calic @gorancalic]

Issue #12 of The Energy Trilemma is out.
If you’re trying to keep up with what’s actually happening in #energy (not just the headlines) this one’s worth a read. Link in comments.