Tag: infrastructure

What? Texas Needs Equivalent Of 30 Nuclear Reactors By 2030 To Power AI Data Centers

The AI infrastructure trade (aka the Power-Up America basket which we recommended one year ago before it soared into the stratosphere), had taken a back seat in recent weeks, with some marquee names such as a Vertiv, Contellation, Oklo and others, tumbling from record highs amid growing speculation that China’s DeepSeek – and other cheap LLM alternatives – will lead to far lower capex demands than what is currently projected.

But while the occasional hiccup is to be expected, the endgame for US infra/nuclear stocks looks (millions of degrees) bright. Consider Texas, where demand on the state power grid is expected to expand so immensely that it would take the equivalent of adding 30 nuclear plants’ worth of electricity by 2030 to meet the needs. That’s according to the Electric Reliability Council of Texas (ERCOT), which manages the grid.

The forecast is based on the addition of new data centers needed to power artificial intelligence. And it’s raising concerns about whether infrastructure in the state, which last week we said wants to be “king of nuclear power as the Next AI trade unfolds” – will be able to expand fast enough…. and at what cost.

Coming out of the pandemic, electricity demand on the Texas grid was already growing faster than anywhere else in the country, Bloomberg reports. And now that’s being supercharged by AI, with the state vying to become the data-center hub of the country, if not the world.

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. A gigawatt is typically enough to power 250,000 homes in Texas. The data centers “present a reliability risk to the Ercot system,” said Springer, who spoke on a panel at Infocast’s ERCOT Market Summit in Austin this week.

“We’ve never existed in a place where large industrial loads can really impact the reliability of the grid, and now we are stepping into that world.”

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“Needs To Be Torn Down”: LA Fire Stations Are In Total Disrepair

LAFD fire stations are in disrepair, with firefighters often funding and handling repairs themselves, according to The Free Press.  

At a Pico-Robertson station, two firefighters were seen filling a three-foot pothole with sand. At another, a sewage leak had persisted for six months—“now the ceiling is falling in.”

A source reported that at least 12 of the city’s 106 stations were infested with mold. At Fire Station 112, an April 2022 report found 2.3 million spores in the dining hall, where a safe level is under 700. A firefighter who paid for the test claimed his chief became so ill he was hospitalized, resulting in a thumb amputation. Another firefighter refused to enter the kitchen because his “face would break into hives.”

At a station east of downtown, a broken window had been boarded up, and roof tiles showed water damage. Another firefighter stated that the LAFD ignored a broken garage door for a year—only repairing it after the community raised funds.

A firefighter, speaking anonymously for fear of retaliation, said “anyone legitimate would say the station needs to be torn down.”

The Free Press article notes that the LAFD’s budget was cut by $17.6 million last year, a reduction Fire Chief Kristin Crowley said had “adversely affected” the department’s “ability to maintain core operations,” including fire prevention. Mayor Karen Bass has denied that the cuts have impacted firefighting efforts, despite blazes that have killed 27 people and destroyed 12,000 buildings.

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Secretary of State Marco Rubio Terminates US Support of Ukraine’s Power Grid

Secretary of State Marco Rubio terminated the US’s support for Ukraine’s power grid.

The State Department ended a USAID initiative that has given hundreds of millions of dollars to the restoration of Ukraine’s power grid.

Ukraine has been struggling with power outages because of Russia’s attacks on its power grid over the last few years.

USAID will also drastically reduce its presence in Ukraine, according to NBC News.

NBC News reported:

The State Department this week terminated a U.S. Agency for International Development initiative that has invested hundreds of millions of dollars to help restore Ukraine’s energy grid from attacks by the Russian military, according to two USAID officials working on the agency’s Ukraine mission.

Power outages have been applied overnight in some regions of Ukraine due to the attacks on energy facilities. The country’s systems have sustained near-constant impact throughout the course of the three-year war.

“It significantly undercuts this administration’s abilities to negotiate on the ceasefire, and it’d signal to Russia that we don’t care about Ukraine or our past investments,” one USAID official involved in the Ukraine mission told NBC News.

The official continued: “Russia is fighting a two-pronged war in Ukraine: A military one but also an economic one. They’re trying to crush the economy, but USAID has played a central role in helping it be resilient, [including] shoring up the energy grid…We’ve provided vast amount of support to the Ukrainian government to avoid a macro economic crisis.”

Ukrainian President Volodymyr Zelensky arrived at the White House on Friday to meet with President Trump to discuss his rare earth mineral rights proposal.

However, President Trump canceled the joint press conference with Zelensky on Friday afternoon following an explosive Oval Office meeting.

Trump and Vance absolutely lit Zelensky up as he folded his arms and tried to lecture the United States.

“You don’t have the cards right now. With us, you start having cards … You’re gambling with the lives of millions of people! You’re gambling with World War III!” Trump said.

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Rebuilding American Manufacturing: It’s Not Just Plants, It’s People

The latest spotlight on the crisis in American manufacturing may be on steel, but our nation has traded its manufacturing might for financial gains across all sectors – making the same fateful mistake that has befallen great civilizations throughout history. As a founder, CEO, and advocate for American industrial renewal, who’s building the world’s most advanced, efficient factories to counter China’s chokehold on manufacturing, I can tell you that America has just three years – not 10 – to rebuild our industrial base before falling critically behind.  

The vice president and many of the new administration have demonstrated passion for reindustrializing the country and creating a jobs boom that has not been seen in this country for decades. 

This is not just an economic challenge – it’s a moral imperative to secure our nation’s future while being good stewards of our resources, which include the people of this great country. 

The good news is that American innovation and determination can overcome these challenges. In my own company, we’ve developed systems that can transform someone who’s never set foot in a factory into a highly productive team member in weeks, not years. We pay well, offer equity, and provide meaningful work contributing to national security. This isn’t about replacing American workers with automation – it’s about empowering them with technology to manufacture for America faster and better than ever before, creating new and better jobs along the way. 

Likewise, the Trump administration’s commitment to reindustrialization, American manufacturing and our workforce can begin on Day One. To regain our competitiveness, we need the incoming administration to take four broad steps: 

First, we must dramatically reform our permitting process for strategic manufacturing facilities. While China can build a factory in months, American companies often wait years for permits. This regulatory burden is crushing our ability to rapidly scale the production of critical components. 

Second, we need to level the playing field against China’s predatory practices. This means addressing everything from raw material costs to energy rates to shipping subsidies. These artificial costs squeeze what American companies can pay their workforce.  

When Chinese manufacturers can access materials and energy at a fraction of what American companies pay, we’re not competing on merit – we’re competing against a government-subsidized adversary that has been intentionally de-industrializing the U.S. for 30 years. Americans can compete, but not against the Chinese Communist Party making everything from energy to raw materials free. One hundred billion dollars of currently offshored manufacturing business from American companies sourcing in China could return overnight as a result of a more level playing field, creating a jobs boom unlike anything we’ve seen since the ’40s. 

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Are the cover-ups and corruption at the power station that’s Britain’s biggest green hoax – and burns 27 million trees a year – finally about to be exposed?

Since it began to change from burning coal 15 years ago, Drax has got through the equivalent of 300 million trees. Most – and currently all – of this wood was imported from North America because we just do not grow enough here. You would have to burn the entire New Forest every two years just to fuel this one power station.

Drax is strangely reluctant to boast about its unique activity. In a lengthy statement released this week to justify its wood burning, its spokesman managed to avoid using the words ‘wood’ and ‘tree’ altogether, preferring to talk about ‘biomass’.

‘We understand that we need to do more to demonstrate that the biomass we use is genuinely sustainable and that we are taking the necessary steps to operate our business responsibly,’ said the spokesman.

Drax is Britain’s largest emitter of carbon dioxide, another record the company refrains from mentioning. It produced nearly 12 million tonnes of the gas in 2023, which is significantly more than when it was burning coal.

That is not counting the emissions from the diesel trucks that bring the trees from the forests to where they are turned into pellets; from the diesel-powered ships that bring the pellets across the Atlantic; or from the trains that finally bring the fuel from the Tyne to Drax.

Incredibly, Drax’s 12 million tonnes of emissions are not included in Britain’s carbon accounts. They are deemed to be emitted in Canada and America – even though the combustion happens in North Yorkshire.

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An independent energy expert explains how the UK’s “Net Zero” strategy will result in blackouts by 2030 – how the solution is nuclear and how natural gas could have reduced bills for decades

The UK plan is to shut down natural gas and so remove the back up to intermittent “renewables”.

Gas and nuclear rely on turbines rotating at 3,000 rpm to produce 50 cycles – renewables produce direct current – requiring an adjustment to convert to the alternating current used by the grid.

From here:

Gas powered electricity accounts for at leas 50% at all times. The Marxist lunatics want to turn it off by 2030.

Here is a 47-minute video:

Will blackouts come to Britain?

On 8 January 2025, wind provided just 2.5 GW (out of the claimed 17 GW) and imports of electricity from overseas interconnectors could only provide 5.7 GW – demand was for 47 GW.

Loss of load probability was 29% – it is usually zero – meaning power blackouts were possible.

NESO = National Energy System Operator – a quasi-autonomous non-government organisation – QANGO – formed when the Marxist Labour government bought out the grid assets from National Grid plc – with taxpayers money a few months ago.

Demark had to defer maintenance in order to supply 700 MW (not GW) from Demark – thy dd the UK a favour – the Danes were under no compulsion to send the electricity over.

All about “where did the reserves come from and how much back-up is available?”

Prices on 8 January 2025 reached £5,500 per MW – normally 120-150 per MW – a power company made a few million pounds in a few hours – why would not ALL power companies take advantage of the price?

Don’t forget, the flip side, if the power from wind turbines is not needed, “curtailment fees” are paid to the wind turbine operator – for NOT producing energy!

The YouTube write-up says this:

“Did the UK only narrowly avoid a blackout last week? Freddie Sayers is joined by energy analyst Kathryn Porter to break down the National Grid numbers and find out how Net Zero might cause blackouts by 2030.”

The solution is to get KEPCO (South Korean Electricity Company) to build 8 nuclear power stations in the UK over the next decade and let everyone make out like bandits!

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Analyzing Ukraine’s Attempted Drone Strike On TurkStream’s Russian Infrastructure

Here are five observations about Kiev’s latest provocation in terms of the bigger picture.

Russia accused Ukraine of attempting a drone strike against one of TurkStream’s gas compressor stations, which Kremlin spokesman Dmitry Peskov described as “energy terrorism” while Foreign Minister Sergey Lavrov claimed that the US greenlighted it in order to obtain an energy monopoly over the EU. This comes less than two weeks after Ukraine cut off Russian gas exports to Europe across its territory. Here are five observations about Kiev’s latest provocation in terms of the bigger picture:

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1. This Isn’t The First Attempted Ukrainian Attack Against TurkStream

Ukraine tried to destroy this pipeline at least three times in late 2022 alone, with two of its failed sabotage attempts being analyzed here and here, but this is the first time that it tried using drones. What this shows is that TurkStream remains a priority target for Kiev, yet strangely enough, this hasn’t led to a downturn in ties with Ankara as proven by their continued military cooperation that even includes a drone factory. The latest attempted attack therefore isn’t expected to harm their relations either.

2. Neither Turkiye Nor NATO As A Whole Cares About This Provocation

Turkiye’s stance is difficult to understand, but it either doesn’t believe Russia’s claims of Ukraine attempting to attack TurkStream or it inexplicably believes that it has more to gain from continuing to arm Ukraine in spite of these provocations than to cut it off in response. As for NATO, while member state Hungary condemned this as a violation of its sovereignty due to the country’s partial dependence on that pipeline’s exports, the bloc as a whole predictably doesn’t care since it’s anti-Russian to the core.

3. Ukraine Wanted To Complete Russia & The EU’s Pipeline Decoupling

Ukraine’s motive was to destroy the last operating pipeline between Russia and the EU, which it believed would then make it more difficult for them to enter into a meaningful rapprochement after the conflict ends while also depriving the Kremlin of revenue for financing its ongoing special operation. It was essentially meant to complement September 2022’s Nord Stream terrorist attack in the sense of serving as a geopolitical power play for influencing Europe’s post-war future.

4. Was This A Rogue Deep State Operation Or Was It Approved By Biden?

The first scenario would align with the hypothesis posited here last spring regarding Ukraine’s attacks against Russia’s early warning systems, which were thought to be a desperate attempt at escalation that was later brought under control, while the second would align with the Nord Stream II precedent. Lavrov already blamed the US so the question is the extent to which its elected government was aware of this. The answer will help predict whether or not Trump’s return to office next week will make a difference.

5. How Might Trump React To This Development After Returning To Office?

Building upon the above, rogue deep state behavior would be more difficult for Trump to rein in if he was against what they did, but the precedent of Biden (or rather those who control him) being able to stop Ukraine’s attacks against Russia’s early warning systems suggests that it’s not impossible. On the flip side, it can’t be ruled out that he might support sabotaging TurkStream in order to obtain an energy monopoly over the EU and/or leverage over Turkiye, in which case more such attempts might follow.

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The Truth About America’s Crumbling Infrastructure

Signs that we were once a truly great nation are all around us.  Previous generations of Americans handed us the keys to the most magnificent domestic infrastructure that the world had ever seen, but now it is literally falling apart all around us.  Thousands of bridges are structurally deficient and there have already been some very high profile collapses.  Hundreds of thousands of miles of highways and roads in the United States are in very poor shape.  Aging sewer systems are leaking raw sewage all over the place, and children are being slowly poisoned by lead pipes that desperately need to be replaced.  The power grid is hopelessly overloaded and is extremely vulnerable.  Meanwhile, our ports, our dams, our subway systems, our bus terminals and our airports are crumbling right in front of our eyes.  The truth is that our nation’s infrastructure says a lot about who we are.  

So what does America’s crumbling infrastructure say about us?  Sadly, it says that we are a rusting, crumbling, decaying leftover from a better, more prosperous time.

When Joe Biden took office in 2021, his administration told us that “investment in U.S. infrastructure as a share of GDP has fallen by more than 40 percent since the 1960s”…

Public investment in U.S. infrastructure as a share of GDP has fallen by more than 40 percent since the 1960s. The World Economic Forum now ranks the United States 13th when it comes to the overall quality of infrastructure.

So Congress passed a bill that gave the Biden administration more than $100,000,000,000 to spend on fixing our infrastructure.

Honestly, I have no idea what they did with all that money.

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5G Technology May Lead to the Collapse of Power Grids

Amid the digital revolution, the world is witnessing the dawn of an era that promises lightning-fast internet speeds, seamless connectivity and the integration of technology into every aspect of everyday life. The rollout of 5G technology has been hailed as the harbinger of this new age, with its capability to transmit data up to 1,000 times faster than its predecessors.

However, lurking beneath the surface of this technological marvel is a threat that could very well jeopardize the future – an insatiable appetite for energy that could consume up to 1,000 times more power than today’s networks.

According to a 2018 article in IEEE Spectrum, “A lurking threat behind the promise of 5G delivering up to 1,000 times as much data as today’s networks is that 5G could also consume up to 1,000 times as much energy.”

This stark reality is brought to the forefront by the sheer scale of the infrastructure and hardware required to support 5G, including the proliferation of small cells, massive multiple-input multiple-output (MIMO) antennas, cloud computing and an explosion of internet-connected devices.

One 5G base station is estimated to consume as much power as 73 households, and the energy demand is set to skyrocket. A 2019 report by the Small Cell Forum predicts that by 2025, the number of installed small cells will be 70.2 million, with 13.1 million of those being 5G or multimode small cells.

Radoslav Danilak, a prominent figure in the tech industry, has warned that data center energy consumption will double every four years. “Consumption will double every four years,” he asserted, highlighting the exponential growth in energy requirements. This exponential growth in energy consumption is not just limited to data centers but extends to every component of the 5G network, from base stations to small cells and core networks.

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Finnish Commandos Seize Russia-Linked Ship After Undersea Cable Cut

Finland has seized the ship which is being accused of cutting of an undersea cable connecting electricity to Estonia, allegedly on behalf of Russia, given that the vessel was carrying Russian oil. Finnish authorities and Western officials have described the damage to the Estlink 2 electricity cable as the result of “aggravated criminal mischief”.

EU officials have characterized the incident as part of Russia’s hybrid warfare against NATO, with a European Commission statement describing the cable severing as “the latest in a series of suspected attacks on critical infrastructure.”

The vessel in question was observed traversing the same area where the cable damage occurred near in time to the incident. Four additional telecom cables were disrupted – one linking Finland and Germany and three between Finland and Estonia.

Finland’s coast guard boarded the suspect vessel on Thursday:

Finnish police said in a statement that the coastguard crew boarded an oil tanker in Finnish waters early on Thursday. Authorities named the vessel as the Eagle S, and said it was registered in the Cook Islands in the South Pacific.

When it was detained, the ship was sailing from Russia’s Saint Petersburg to Port Said in Egypt, according to online marine tracking website, MarineTraffic.

According to MarineTraffic, the ship was owned by United Arab Emirates-based vessel management company, Caravella.

The European Commission in its statement additionally accused the Eagle S ship of being part of Russia’s energy sanctions-busting ‘shadow fleet’.

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