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Energy Rant

The Energy Transition’s Reverse Chasm

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In September, I wrote a series of five Rants on data centers, a concise and comprehensive collection that might just be the Data Center Digest you never knew you needed!   Chip and server power density, cooling, and projected GW load growth. Data center facilities from modular to 200 GW-plus hyperscale. Efficiency ratings and power usage effectiveness scales. Data center HVAC (minus the H because that's not required) options. Future power shortages and power supply complications. The anticipated load growth is due to artificial intelligence, which most professionals believe will explode—and so does Wall Street. Table 1 lists the current…
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Herding Chickens Through Modern Energyscapes

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A recent study, Stacked Energyscapes, led by professors at Loyola Marymount University and Penn State University, caught my eye. The paper describes webs of complexities associated with transitions from fossil-fuel-powered economies to clean-energy economies. I burrowed into this paper as a glutton for third, fourth, and fifth-order (and beyond) downstream chain reactions and the universal picture. The Inflation Reduction Act was deployed in part to provide a 10% tax break bonus for clean energy development in communities that have been negatively impacted by decreases or closures of fossil fuel extraction. However, developers in many locations, such as the enormous Permian…
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Bipartisanship: Clobbering Corporate Climate Initiatives

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New York Attorney General Letitia James is suing JBS USA Foods, the country's largest beef producer, for misleading the public with its net-zero greenhouse gas emissions plan by 2040. Not to be left behind, Attorneys General from Iowa, Kansas, Nebraska, and Tennessee are firing warning shots across the bows of companies like Target, Tyson Foods, and grocery store parent company Ahold Delhaize. Headline: Democrats and Republicans align against corporate climate change plans, particularly net-zero targets. What? Why are those companies targeted while there are all kinds of Hail Mary moonshots fired by governments (local, state, and federal) and other corporations?…
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Data Centers Search for Electricity – Anywhere by Any Means

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In the first post in this data center series, I introduced the staggering power density of neural computing systems used for artificial intelligence. At the macro level, in Northern Virginia alone, Dominion Energy projects data center load growth to increase from 3.3 GW today to 50 GW based on requested and projected load additions. Last week, in the fourth post, I described electric loads at the facility level, which reach well north of 200 MW. Only three to five hyperscale data centers, each with the power requirements of an aircraft carrier, can take all the power from a 1,000 MW…
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Creepy Comparisons of Naval Nuclear Propulsion and Data Centers

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I couldn't pass this up to break from data centers for a second. One day last week, I read in the morning from the American Energy Society, "California Governor Gavin Newsom is trying to get control of wild gasoline spikes." In the afternoon, I read a headline from Hart Energy, "California Sues Exxon Over GlobalPlastic Pollution." It's like beating a dog to motivate him to roll over. Aircraft Carriers and Data Centers I had the good fortune to tour a data center under construction a few weeks ago in Northern Virginia. It was a three-story, one-million-square-foot facility. The only way…
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Schooling and Improving Pewee – Not for Birds

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In our first data center post two weeks ago, we covered the core of data centers, including racks, servers, and the exploding computer capacity and heat generation of evermore powerful computing chips. In last week’s second post, we covered the types of data centers, from distributed edge data centers to enormous hyperscale data centers. In this week’s third data center post, we dive into the broad metrics and opportunities to improve the energy efficiency of data centers. Power Usage Effectiveness First, I’ll introduce or reintroduce the power usage effectiveness of data centers, or PUE, as follows. In general, levels of…
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Micro to Hyperscale, Data Centers as a Service, and Everything in Between

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Last week, I was on a webinar when the following chart emerged as a forecast for decarbonization. I quickly thought of two things. First, an example from The Wall Street Journal, “Government often uses ‘catalytic tools’ such as regulation, tax incentives, grants, and loan guarantees to prompt innovation outside of government.” In other words, private equity and venture capitalists are not daft enough to shovel billions into hydrogen development. Only the government will do that. Hydrogen via electrolysis by renewable electricity supply can be done, but not cost-effectively. It will cost multiples of the price per million Btu of natural…
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Mini, Macro, and Mega Looks At the Modern Data Center Industry

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Every day, there is a headline about the explosion of data center growth and associated electric loads that will rapidly deplete reserve capacity on the electric grid. The Energy Rant featured several posts to describe the magnitude of the issue and concern among regulators, utilities, and government officials, most recently from the Mid-America Regulatory Conference and Syncing Power Generation with Soaring Loads. Since load management and reliable and affordable electricity are near and dear to me and because Michaels has been successfully engaging with developers of monster data centers, I pounced on the opportunity to attend the inaugural Data Center…
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Climate Policies That Work or Not

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I had already selected my topic for this week (most climate policies don't work) when I had the good fortune to cross paths with a Wall Street Journal article, 7 Years, $700 Million Wasted: The Stunning Collapse of New York's Traffic Moonshot. The policy attempted to penalize drivers for entering congested zones of Manhattan. The $15 per incident congestion charge would sum to over a billion dollars per year that would fund biking and mass transit improvements. New York City has the most snarled traffic in the world. The Journal reports, "The average travel speed in Midtown fell to 4.5…
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Electricity’s Decoupling From Fuel Costs

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Two years after natural gas prices spiked, resulting in a jump in coal consumption for electricity (see Figure 1), natural gas prices have plunged to inflation-adjusted record lows. The Wall Street Journal reports drillers and producers are curtailing activity as storage bulges at the seams. Figure 1 United States Electricity Production by Source (eGRID) Figure 2 Natural Gas Futures Prices Price suppression is partly due to the recent mild winter and summer, which produced only a few early heat waves to stress the Southwest and West Coast grids. Electricity Prices Decoupling from Fuel Cost Electricity prices are rising because, as…
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