Using evidence-based insights to catalyze energy, climate, and sustainability solutions.
Director, @LucidCatalyst. Board Member, @nuclearny. Views my own.
Banning data centers in NY will accomplish the same thing as banning fracking in NY a decade ago: pushing lucrative industry to other states (& other countries).
And New Yorkers will continue to use AI (with data centers in other places powered mostly by fossil fuels).
The S&P is 45% AI and 4% energy.
The market is massively long the output.
Massively short the input.
AI runs on power.
Every dollar flowing into Nvidia eventually flows into a gas turbine, a transformer, or a transmission line.
The market has built a portfolio that ignores its own supply chain.
I wrote about it, in my latest article, link in replies 👇
Governor Kathy Hochul (@GovKathyHochul) is fighting for action on climate change that works for all New Yorkers. As she wrote today in the Albany Times Union: "If climate policy becomes another burden, we will lose the public trust needed to sustain it."
Less Support in U.S. for #Solar, #Wind Energy; More for #Nuclear. Partisan Agreement Greatest on Nuclear Energy should translate to policy durability. #BuildNuclearNow https://t.co/yZb7ZiFSWi
Our Third Tuesday Speaker event this April brings two important leaders, Randy Wolken and Bill Brower, from NY’s manufacturing and policy ecosystem @MACNY_MfgAssoc to discuss the growing need for reliable, affordable energy to power NY's economic future.
https://t.co/3jHigK3tpe
Governor Hochul said. "Whenever I have someone of influence on a phone call, I'm gonna fight for New York no matter what the topic is, we're also very interested in expanding #nuclear… #BuildNuclearNow https://t.co/hh5RNzXSiP
The Usual Suspects.
The fantastic four reunited for a great panel at the Chicago Energy Conference.
Amazing to see the impact these nuclear superheroes have made over the last decade.
Diablo Canyon, Byron, Dresden, Pickering plants all saved, State/Province and Federal policies changed in favour of nuclear.
Never doubt that a small group of dedicated nerds can change the world.
@nukebarbarian@MadiHilly@energybants
We are coming together with Nuclear is Clean Energy (NiCE), Columbia to host an unmissable Women in Nuclear event on Monday, April 20 for an evening spotlighting leadership, innovation, and opportunity at the forefront of nuclear energy.
Register now: https://t.co/IPYlI5fArk
California’s only nuclear plant, Diablo Canyon, just won approval to stay open until 2045.
It was scheduled to shut down in August 2025. Now it will keep delivering clean, reliable electricity for 4 million Californians for another 20 years.
In 2022, I spoke at an American Nuclear Society event when Diablo Canyon’s closure seemed inevitable. The mood in the room was pure resignation. I asked the audience:
“How did we convince ourselves it’s easier to shut down a safe, operating nuclear plant that employs thousands of people… and replace it with renewables plus batteries… than to simply keep it running?”
Several people came up to me afterward and said they’d never thought about it that way.
That’s what happens when a narrative takes over: we stop seeing the obvious truth right in front of us.
But the days of insanity and delusion about the reality of our energy needs is over.
Long live sanity! Long live Diablo Canyon!
🎉 Very excited to announce our latest product:
➡️ The Aalo Air.
In a bid to increase social acceptance of nuclear energy, we have engineered an entirely new form-factor for nuclear.
That's right: Aalo reactors, disguised as wind turbines.
DETAILS BELOW 👇
💡 It might look just like a wind turbine, but it's actually an Aalo nuclear reactor, providing 9.9 MW of electrical output, and using 0.1 MW to inconspicuously spin the wind turbine.
We expect to deploy millions of these all around the world, even in non-windy locations, in order to power the future of AI Data Centers, improve grid stability, and more.
To achieve this optical camouflage, our engineering team had to solve a highly complex parasitic load optimization problem. To maintain a realistic rotation that precisely mimics local atmospheric conditions, even in a dead calm, our internal variable-frequency drive consumes exactly 100 kW.
We calculate the required motor torque (τ) to overcome the aerodynamic drag of the stationary air against the composite blades. By dynamically modulating the angular velocity (ω) based on local weather APIs, neighbors will simply assume you are blessed with a remarkably consistent breeze.
Beyond the aesthetic stealth, the form factor is surprisingly functional. The 120-meter tubular steel tower acts as an ideal natural-draft dry cooling system. The reactor's thermal gradient naturally drives ambient air upward through the tower, providing passive, pump-free decay heat removal without requiring local water sources.
Furthermore, as the Aalo Air registers visually and dimensionally as a standard Class 3 Wind Energy System, we anticipate it will streamline traditional nuclear zoning hurdles.
Unrelatedly, happy April Fools!
In December 2021, Nuclear New York projected messages onto @NRDC’s office as part of the global hashtag#LightsInTheDark campaign. At the time, their longstanding opposition to nuclear energy had contributed to the premature closure of existing plants.
"Ehrlich’s intellectual project was not merely proven wrong in retrospect," writes @atrembath. "It was wrong throughout his life, and was always more the product of ideology than science, invulnerable to falsification." https://t.co/XIUk0qhUKj
Geothermal energy is ready for prime time. The next step to bring it onto the grid is for utilities and PUCs in the west procure it in their integrated resource plans.
New report from CPE on what utilities thinking about geothermal need to know to bring new firm power online.