A picture of PEW poll on global attitude survey, saying the % who rate the morality and ethics of people in their country as good vs bad, where the US has the worst rankings and Canada the best
Americans: we live in a fallen state—embroiled by sin, cheating, lying, and evil. You cannot trust anyone, not even those who claim to know you best
Canadians: I love my neighbors and my friends!
good to see capital markets maintaining their analytical rigor. Reminds me I should have invested in Bitcoin some years ago when it was a penny stock.
Difficult to square but with ongoing administration, might be able to produce locally with some minor local disturbances + some acid rain.
Based on your previous posts, I've kept track of Rita Adiani's influence on US supply chain strategy... and as a newly appointed to EXIM.
Looks promising with 160% duties on Chinese graphite imports.
Great article, just flipping the perspective. Starts from what people actually need, which = movement and heat, not from what suppliers produce. Electric techs are winning most of the real battles in the energy system. Need less ideology. More physics.
Or just the same. If cut down, a fascist cleric or politician can grow into more of the same. Just using a // with false vacuum.
strange //es in the The Praetorian Guard by Sandra Bingham... “the emergence of praetorian cohorts for individuals who used these soldiers for their own personal gains, rather than for state business, that is, for intimidation as well as protection.”
the throne will be auctioned off by ICE aka the Praetorian Guard.
But as seen in the last year, HQ just buys off peak to support its reservoirs. That being said, they have not planned for load increased and water depletion due to climate change - less snow packs.
Can’t speak for them, but I’d say yes. Working for them in the Northeast, they called me “the Saudi” like I was sitting on water… or really, on NG. Never bothered that I was working for a francophone socialized utility. They’re just envious.
Most HQ exports are firm energy, which are scheduled blocks. But they are selling bundled capacity which is scheduled power, mostly traded in blocks of energy + the infamous scarcity event for capacity when ISO sends a distress signal and HQ ramps up. But it can't last due to lower storage.
You are right. For every kWh produced today by a reservoir-based system is a kWh deducted from the future inventory. But, with so many reservoirs, the storage capacity is around 176 – 179 TWh of potential energy. That said, needs in Qc are increasing. No capacity deficits but an energy one.
Speaking as an operator. All the same. One, nuke is driven by energy stuff which have availability limits. The other, hydro, is limited by water. At the end, capacity is what they can do, while energy adequacy is what they can sustain = enough nuke stuff or water in the pond. Potatoes or potaatoes.
+ NERC's shift to Energy Adequacy proves Capacity is now a false floor. As shown in the past, capacity is useless if the pipes freeze. Now, if you aren't planning for duration, you aren't planning for reliability.
What is unknown is that HQ doesn’t sell capacity. We sell system power (energy). We provided MWh but local ISOs still own the responsibility for their own peak capacity. Two different products, one grid.
Nuclear is the only true 90%+ baseload. At Hydro-Québec, while I was there, we ran 65%–75%. For strategic water management. We never chase nameplate year-round. We saved the fuel in our reservoirs to crush winter peaks when it counts most. Running at 100% all year is just spilling energy.
Retail rate structure has become a big topic.
Let's logic this out.
The old system depends mostly on fueled resources, where the fuel cost is the majority of the cost.
Between marginal pricing and inframarginal rents, the fixed costs of the facilities were paid for. 🔌💡
Not all hydro is energy limited or at least used to be.
Highly recommend @douglewin.bsky.social latest interview w/ Arushi Sharma Frank on large load growth: 🔌💡https://www.douglewin.com/p/texas-load-growth-challenges-and
“Carving out a dedicated market for certain loads while leaving the rest of the grid in the legacy auction, this proposal breaks the unitary market structure,” writes CSIS Energy Program's Arushi Sharma Frank.
Read more: www.csis.org/analysis/exp...
Hydro Quebec" plans to charge data centers... roughly double what they currently pay. This rate will apply to new data centers looking to locate here... Quebec had previously been reluctant to power these centers due to their limited economic impact (job creation, etc.)."
Will be taken aback if it happens. Just for power, our grids are too integrated for "energy tariffs" to make any sense. Tariffs on power will be just a tax on keeping fridges running.
Just accustomed to the Canadian model // Norway or Sweden. No premium hikes, no medical debt + no need to check my bank balance before calling an ambulance. And no insurance CEO getting bonuses. Just a choice.
So no more duty-free treatment for crude oil, NG + electrical power flowing downing south.
A bold strategy. Might be asked if you support socialized aka "communist" healthcare.
We shouldn’t underestimate how much more we can get out of the existing grid by modernizing it. Much of it is 1950s-‘70s tech with digital controls, & there’s a range of ways to fundamentally modernize it, with built in batteries, solid state tech, etc. www.canarymedia.com/articles/cli...
China's "investments in renewable energy were four times higher last year than in fossil fuels - with a record high of 1,000 billion dollars." Capital follows signals and politics writes the signals.
www.energiogklima.no/meninger-og-...
+ no robust planning and op playbook
1. Ignore strict interconnection requirements and long-term capacity forecast
2. Ignore physical reality of electricity consumption preventing BPS for tackling balancing and reserves
3. Ignore needs for fault ride-through and voltage support.
We will need a transition from spinning mass to "software-defined power" as something mandatory for AI scaling. It might address stability, but will require a fundamental shift from "following" the grid to "forming" the grid. Like all inverted based tech.
