Texas needs 30 new reactors by 2030

Investment Analysis Clubs Macro Economic Trends and Risks
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Or ‘reactor equivalents’.

ERCOT said it’s gotten requests equal to 99 gigawatts for new connections to the grid from big power users, including data centers, bitcoin miners and hydrogen producers, according to an internal grid presentation Thursday. That’s up from 40.8 gigawatts last March.

The state grid is projecting that peak power demand will jump by 75% by 2030 from the current record of 85.5 gigawatts. The outlook was recently revised up sharply to factor in data centers on top of strong demand from the electrification of the economy…

Individual projects are already starting to request 1 gigawatt of power and they pose new risks to maintaining a stable grid, said Agee Springer, ERCOT’s senior manager of grid interconnections.

DB2

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Texas has a stretched system as it is, with threats of Summer brownouts and Winter freezes shutting off power, but we’ve gotta support those bitcoin miners.

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Since they have to build the power it makes more sense to me to do it in Alaska or some other cold part of the planet.

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Coldest location in universe: TX politicians hearts. Of course, their heads have no brains.

Most power fastest? Put a 600’ radius fan in front of every TX politician and you pretty much have unlimited power.

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ZeroHedge?

Why?

Deepseeks…minus 28 nuclear reactors.

All those requests. People do not do any engineering studies now do they.

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No particular reason. Would the Financial Post of Canada make you feel better?

DB2

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Not at all.

The propaganda machine does not take a rest—no rest for the wicked.

People right now are quoting the WSJ about inflation. Dumb dumb dumb. Way out of whack. I informed a coworker that the Journal is known on Wall Street and The Urinal.