๐๐๐ฌ ๐๐๐ซ๐ง๐๐ฒ'๐ฌ ๐๐๐ฏ๐จ๐ฌ ๐๐ฉ๐๐๐๐ก ๐๐๐๐ฅ๐ฅ๐ฒ ๐๐๐จ๐ฎ๐ญ ๐๐ซ๐ฎ๐ฆ๐ฉ?
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
๐๐ก๐ ๐ฆ๐จ๐ฌ๐ญ ๐ซ๐๐ฅ๐ข๐๐๐ฅ๐ ๐ซ๐๐ง๐๐ฐ๐๐๐ฅ๐ ๐๐ง๐๐ซ๐ ๐ฒ ๐ฌ๐ฒ๐ฌ๐ญ๐๐ฆ๐ฌ ๐๐ซ๐ ๐๐จ๐ฆ๐ข๐ง๐๐ง๐ญ๐ฅ๐ฒ ๐ฐ๐ข๐ง๐ (73%), not solar according to a recent Nature Magazine publication. (Link to Open source article in comments.)
๐๐ ๐ ๐จ ๐๐๐๐ฉ ๐จ๐ง ๐ญ๐ก๐ ๐ญ๐จ๐ฉ๐ข๐ ๐ข๐ง ๐ญ๐ก๐ ๐ฅ๐๐ญ๐๐ฌ๐ญ ๐๐ญ๐จ๐ฆ๐ข๐ ๐๐ฑ๐๐ก๐๐ง๐ ๐ ๐ฉ๐จ๐๐๐๐ฌ๐ญ. (Link to podcast in the comments.)
๐๐๐๐๐๐๐:
- 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: ๐๐ฐ๐ต๐ด ๐ญ๐ฐ๐ธ๐ฆ๐ณ ๐ฐ๐ฏ ๐ต๐ฉ๐ฆ ๐ง๐ช๐จ๐ถ๐ณ๐ฆ๐ด ๐ด๐ถ๐จ๐จ๐ฆ๐ด๐ต ๐ฎ๐ฐ๐ณ๐ฆ ๐ธ๐ช๐ฏ๐ฅ ๐ช๐ด ๐ฐ๐ฑ๐ต๐ช๐ฎ๐ข๐ญ. ๐๐ช๐จ๐ฉ๐ต๐ฆ๐ณ ๐ค๐ฐ๐ญ๐ฐ๐ถ๐ณ๐ฆ๐ฅ ๐ฃ๐ข๐ณ๐ด ๐ช๐ฏ๐ฅ๐ช๐ค๐ข๐ต๐ฆ ๐จ๐ณ๐ฆ๐ข๐ต๐ฆ๐ณ ๐ณ๐ฆ๐ญ๐ช๐ข๐ฃ๐ช๐ญ๐ช๐ต๐บ ๐ฐ๐ง ๐จ๐ณ๐ช๐ฅ.
๐๐ก๐๐ซ๐ ๐๐ซ๐ ๐ง๐จ ๐๐ง๐๐ซ๐ ๐ฒ ๐๐ซ๐๐ง๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ, ๐จ๐ง๐ฅ๐ฒ ๐๐ง๐๐ซ๐ ๐ฒ ๐๐๐๐ข๐ญ๐ข๐จ๐ง๐ฌ.
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.
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 โenergy transitions.โ
๐๐ฉ๐ข๐ฌ๐จ๐๐ 21 ๐จ๐ ๐๐ก๐ ๐๐ญ๐จ๐ฆ๐ข๐ ๐๐ฑ๐๐ก๐๐ง๐ ๐ ๐ข๐ฌ ๐จ๐ฎ๐ญ ๐ง๐จ๐ฐ.
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 uraniumโs 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.
๐๐ก๐ฒ ๐๐ซ๐ ๐ง๐ฎ๐๐ฅ๐๐๐ซ ๐๐ง๐๐ซ๐ ๐ฒ ๐๐ง๐ ๐๐ ๐๐จ๐ฆ๐ข๐ง๐ ๐ญ๐จ๐ ๐๐ญ๐ก๐๐ซ?
In a @HarvardBiz article, @andywu and I explore this question.
Clearly, itโs about solving AIโs huge energy needs. But we suggest itโs also largely about solving #timing problems.
Both AI and nuclear solve each otherโs problem of predicting the future (which can be extremely costly if you get it wrong).
Would love to hear your thoughtsโespecially if you're working in energy, AI, infrastructure, or long-horizon innovation.
Link below โฌ๏ธ
@DeGrooteBiz@McMasterNuclear@Meta@Google@Microsoft@awscloud@HarvardHBS
#strategy #HBR #nuclearenergy #AI #energytransition #infrastructure #timing
Issue #12 of The Energy Trilemma is out.
If youโre trying to keep up with whatโs actually happening in #energy (not just the headlines) this oneโs worth a read. Link in comments.