Podcasts about twh

Looking at a weird GDP data point. Calling BS on Russia/Ukraine peace talks. Gold and Silver – WOW! Closing out the year – a good one too! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - CTP Cup - All systems go! 9 participants! - Lots to be excited about and anxious too - Looking at a weird GDP data point - Calling BS on Russia/Ukraine peace talks Markets - Gold and Silver - WOW! - Closing out the year - a good one too! - Buyers are still hot to buy any dip - "Diet" pills coming Bitters Making Progress  - Chocolate -Dark Cherry -Infusions - https://highdesertbotanicals.com NYE Celebration - Cities across America ring in the new year by dropping unexpected objects: - Amelia Island, FL drops a giant shrimp. - Nashville drops a 400lb musical note with 28,140 LEDs. - Boise, ID, drops a glowing potato. - Key West, FL, drops an eight-foot ruby-red heel—complete with a drag queen inside! - In Spain, revelers gulp down 12 grapes—one for each midnight chime—to bring luck for each month - Denmark - Danes toss old dishes at friends' doors—large piles of broken crockery at dawn are seen as tokens of good luck. What a year! - So many themes in 12 months - AI, Tariffs, War and Trade War, Fat drugs, Deglobalization - Data centers, semiconductors, and supporting infrastructure like power and cooling systems. - Approx: DJIA +13.5%, SP500 +17%, NASDA +21%, BTCUSD -7.6%, Gold +64%, SLV +145%, $DXY -9.5%, EEM +30% - 2026 - Opportunities and Auld Lang Xiety (Tech still looks frothy in certain names) Top New Year's Resolutions - Exercise More - Eat Healthier - Save More Money/Get Out of Debt - Be Happy/Improve Mental Health - Lose Weight - Spend More Time with Family & Friends - Learn a New Skill/Hobby - Get Organized Active Management (Funds) - Same report annually - A small group of tech super stocks accounted for an outsize share of returns in 2025, extending a pattern in place for the better part of a decade. - Around $1 trillion was pulled from active equity mutual funds over the year, marking an 11th year of net outflows, while passive equity exchange-traded funds got more than $600 billion. - The concentration of gains in a few stocks made it harder for active managers to do well, with 73% of equity mutual funds trailing their benchmarks this year, the fourth most in data going back to 2007. - BUT, there are some areas that it makes sense for active management ---- Equity vs Fixed income and reasoning --- Efficient markets, boots on the ground Fat Pill - The FDA has approved the first-ever GLP-1 pill from Wegovy maker Novo Nordisk. - Novo Nordisk said the starting dose of 1.5 milligrams will be available in early January in pharmacies and via select telehealth providers with savings offers for $149 per month. - The approval gives Novo Nordisk a head start over chief rival Eli Lilly, which is racing to launch its own obesity pill. - Packaged food makers and fast-food restaurants may be forced to overhaul more of their products next year as newly approved, appetite-suppressing GLP-1 pills become available in January PowerBall - A ticket sold in Arkansas scored a $1.8 billion Powerball jackpot after Wednesday night's draw — one of the richest lottery prizes in U.S. history, landing just in time for Christmas. - The payout soared after last Monday's drawing produced no winners, with last-minute ticket sales pushing the jackpot to $1.817 billion. That makes it the second-largest U.S. lottery prize ever and the biggest Powerball of 2025, the lottery website said on Thursday. - The winning numbers — 4, 25, 31, 52, 59 and the Powerball 19 - Odds: one in 292.2 million. Silver - Amazing year! - Sunday night futures - >$83 then turned hard lower| - Down 7% on Monday - Range $83 - $71 (15%) for the day - Some rumors about a bank collapse due to wrong way position on Silver - forced liquidation and covering.... ----- Hard to believe that a bank was short that much silver - but..... SoKo Breach - South Korean online retail giant Coupang said it will offer 1.69 trillion South Korean won ($1.17 billion) in compensation to 34 million users affected by a massive data breach disclosed last month. - That is about 4% of Coupang's annual revenue - but a big chunk of their profit - $34 per user NVDA Deal - Nvidia has yet to issue a public announcement or disclosure regarding its $20 billion Groq deal that CNBC was first to cover on Wednesday. - Groq described the deal as a “non-exclusive licensing agreement,” a tool that's been used by tech giants of late in part to avoid regulatory scrutiny. - Analyst: “Antitrust would seem to be the primary risk here, though structuring the deal as a non-exclusive license may keep the fiction of competition alive,” Bernstein's Stacy Rasgon wrote in a report. - Groq will remain an independent company (?) GDP Consumption - Something is a bit off.... - With the marketplace costs increasing, this may be more than a one-off expenditure Q3 GDP Surge Russia/Ukraine - Less that an hour after the White House claimed great movement toward peace - Russian President Putin told President Trump that Russia will revise its negotiating position, raising questions over prospects for peace deal - Russian Foreign Minister Sergei Lavrov says Ukraine tried to attack Russian President Putin's residence - Does anyone even listen to the crap coming out of the White House anymore? - Did you hear Lutnick trying to explain the 600% reduction in costs for pharmaceuticals? Math wizards! - - For 2026, my wish is that they continue to work on the job at hand and just shut up Just for fun - Who is biggest drinker of spirits? - While there's no single official "heaviest drinker," legendary wrestler Andre the Giant is widely cited as having unmatched capacity, famously downing 119 beers in one sitting (or even up to 156 in other accounts) Oil - Crude oil futures down about 9.5% YTD - Much of the drop due to pick up in production (supply/demand) - Still a floor with as Russia, Nigeria, Venezuela etc - What will it take to move up? Best Auto Stock for 2025? - GM! Better than ford, Tesla and others (up 55%) - best year from coming out of bankruptcy in 2009 - Ford up 35% - Mary Barra, CEO selling into the strength - $73 M sold this year (Position down 73% from what she held last year) - - - Barra has contended for years that stock undervalued. With all of these say what does that say now? --- Would she ever say shares are overvalued? More fun stats - A peer?reviewed 2025 study estimates AI data centers (including indirect usage from electricity generation) consumed 312–765 billion liters of water annually. That's more than all bottled water consumed worldwide each year - Direct (on-site) water is used for cooling servers via systems like cooling towers or liquid loops. Indirect (off-site) water stems from electricity generation—particularly from thermal and nuclear plants, which require significant cooling resources - ??? Estimates suggest a single standard AI prompt (about 100 words) is linked to around 1.5 liters of water—accounting for the entire chain of consumption. (This is total usage from cooling powr consumption, electricity generation) - Global AI workloads consumed 50–60 terawatt-hours (TWh) in 2025—roughly the annual electricity use of a medium-sized country like Switzerland. - By 2030, AI-related electricity demand could reach 300–500 TWh annually, according to energy analysts—comparable to the entire electricity consumption of countries like France. Over to Iran - President Trump tells reporters that if Iran is building up its nuclear program, the U.S. will have to "knock them down" again --- Wait - I thought we destroyed all of their nuke aspirations??? - - - AND - Iran's currency hit a record low, triggering wave of protests, according to Bloomberg Fed News - Top Fed Chair Candidate Odds Narrow Again, With Hassett at 43% and Warsh at 35% - President Trump still angry at Powell 0threating to sue for incompetence Odd - Tesla Inc. published a series of sales estimates indicating the outlook for its vehicle deliveries may be lower than many investors were expecting. - The carmaker posted estimates showing analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. - Tesla is on course for its second consecutive drop in annual vehicle sales, with the company compiling an average estimate for 1.6 million deliveries, down more than 8% from a year earlier. - These are estimates published by analysts - Tesla put on its own site - WHY? End of Year Stat - The U.S. national debt is climbing at a rapid pace and has shown no signs of slowing down despite the growing criticism of massive levels of government spending. - The national debt, which measures what the U.S. owes its creditors, rose to $38,386,384,190,622.68 as of Dec. 30, according to the latest numbers published by the Treasury Department. - That is an increase of about $5.8 billion daily - ~$18 per person in the US per day increase ($7,300) - or about the monthly price of leasing a small Mercedes - Each person in US owes approx $128,000 Love the Show? Then how about a Donation? THE CLOSEST TO THE PIN 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Participants: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Pour faire tourner l'intelligence artificielle, il ne suffit pas d'aligner des serveurs. Il faut surtout les refroidir. Et c'est là que le bât blesse. Selon un rapport de l'International Energy Agency, les centres de données ont consommé 415 térawattheures d'électricité dans le monde en 2024, soit quasiment l'équivalent de la consommation annuelle de la France. D'ici 2030, cette demande pourrait plus que doubler, pour atteindre 945 TWh, portée en grande partie par l'explosion des usages liés à l'IA. Une trajectoire énergivore, qui interroge la soutenabilité à long terme du modèle actuel.Face à ce mur énergétique, des chercheurs explorent des pistes radicalement nouvelles. À l'University of Houston, une équipe du département d'ingénierie biomoléculaire vient de mettre au point un matériau inédit pour les puces électroniques. Il s'agit d'un isolant bidimensionnel ultrafin, dit « Low-K », c'est-à-dire à faible constante diélectrique. Concrètement, ce matériau ne conduit pas l'électricité, mais laisse circuler les forces électrostatiques nécessaires au fonctionnement des circuits.Pourquoi est-ce crucial ? Parce que dans les puces actuelles, une grande partie de la chaleur provient justement des interférences électriques entre composants. En réduisant ces interactions parasites, cet isolant permet aux processeurs de fonctionner à haute vitesse tout en produisant beaucoup moins de chaleur. Résultat : des serveurs plus efficaces, qui nécessitent moins de refroidissement, donc moins d'électricité, sans sacrifier les performances. Pour fabriquer ces films Low-K, les chercheurs ont utilisé une technique appelée « polymérisation interfaciale synthétique », popularisée notamment par le chimiste Omar M. Yaghi, prix Nobel de chimie 2025. Le principe : assembler des briques moléculaires légères, comme le carbone, un peu à la manière d'un jeu de Lego à l'échelle atomique. On obtient ainsi des feuillets cristallins ultrarésistants, capables de supporter des températures élevées tout en maintenant une excellente stabilité électrique.Ces nouveaux isolants offrent un double avantage. D'un côté, ils améliorent la dissipation thermique dans les centres de données dédiés à l'IA. De l'autre, ils pourraient à terme bénéficier à toute l'électronique grand public, des smartphones aux ordinateurs. Si la technologie passe le cap de l'industrialisation, elle pourrait devenir l'un des leviers clés pour freiner l'explosion énergétique de l'intelligence artificielle — et rappeler que l'innovation matérielle reste aussi stratégique que les algorithmes. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Après plusieurs années de tensions, le système électrique français respire enfin. Depuis 2020, la production peinait à suivre la demande, conséquence d'une baisse progressive du nucléaire amorcée dès 2015, puis des retards accumulés pendant la crise sanitaire. Mais en 2024, la dynamique s'est nettement inversée. Le parc nucléaire a retrouvé un niveau de production proche de celui d'avant-crise, tandis que les énergies renouvelables ont accéléré. L'an dernier, 7 gigawatts de nouvelles capacités solaires et éoliennes ont été installés.Résultat : la France dispose aujourd'hui d'une électricité décarbonée à 95 % et a battu un record historique d'exportations, avec 89 térawattheures de solde net en 2024. Un signal fort, dans un contexte européen encore marqué par l'instabilité énergétique. Pour autant, le tableau n'est pas entièrement idyllique. Selon RTE, la France importe encore près de 60 % de l'énergie finale qu'elle consomme. Une dépendance coûteuse, évaluée entre 50 et 70 milliards d'euros par an, principalement liée aux énergies fossiles, qui représentent toujours 60 % de la consommation finale. Or, pour respecter ses engagements climatiques — une réduction de moitié des émissions de gaz à effet de serre d'ici 2035 — cette part devra tomber autour de 30 %.Pour y parvenir, deux leviers sont privilégiés : les économies d'énergie et l'électrification des usages. Sur le premier point, les résultats sont déjà là. Entre 2017 et 2023, la consommation énergétique a reculé, grâce aux gains d'efficacité mais aussi aux changements de comportement induits par la hausse des prix. Au total, 30 TWh sont économisés chaque année. Conséquence directe : la France se retrouve aujourd'hui en situation de surcapacité électrique. Elle produit plus qu'elle ne consomme. « La France est dans une position avantageuse pour s'électrifier », souligne RTE dans son bilan prévisionnel 2025-2035. D'ici 2030, l'adoption massive des véhicules électriques devrait ajouter 17 TWh de consommation annuelle. À cela s'ajoutent la production d'hydrogène vert par électrolyse, estimée à 15 TWh, et l'électrification de procédés industriels, pour 13 TWh supplémentaires.Même le numérique trouve sa place dans cette trajectoire. Les data centers, dont la consommation devrait tripler entre 2025 et 2030, passant de 5 à 15 TWh, pourront être alimentés sans compromettre les objectifs climatiques. Selon RTE, cette trajectoire de décarbonation rapide pourrait même soutenir la croissance, avec une hausse du PIB de 1,1 % par an. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

A inteligência artificial, em seus múltiplos sentidos, tem dominado a agenda pública e até mesmo o direcionamento do capital das grandes empresas de tecnologia. Mas você já parou para pensar na infraestrutura gigantesca que dê conta de sustentar o crescimento acelerado das IAs? O futuro e o presente da inteligência artificial passa pela existência dos datacenters. E agora é mais urgente que nunca a gente discutir esse assunto. Estamos vendo um movimento se concretizar, que parece mais uma forma de colonialismo digital: com a crescente resistência à construção de datacenters nos países no norte global, empresas e governos parecem estar convencidos a trazer essas infraestruturas imensas com todos os seus impactos negativos ao sul global. Nesse episódio Yama Chiodi e Damny Laya conversam com pesquisadores, ativistas e atingidos para tentar aprofundar o debate sobre a infraestrutura material das IAs. A gente conversa sobre o que são datacenters e como eles impactam e irão impactar nossas vidas. No segundo episódio, recuperamos movimentos de resistência a sua instalação no Brasil e como nosso país se insere no debate, seguindo a perspectiva de ativistas e de pesquisadores da área que estão buscando uma regulação mais justa para esses grandes empreendimentos.  ______________________________________________________________________________________________ ROTEIRO [ vinheta da série ] [ Começa bio-unit ] YAMA: A inteligência artificial, em seus múltiplos sentidos, tem dominado a agenda pública e até mesmo o direcionamento do capital das grandes empresas de tecnologia. Mas você já parou para pensar na infraestrutura gigantesca que dê conta de sustentar o crescimento acelerado das IA? DAMNY: O futuro e o presente da inteligência artificial passa pela existência dos data centers. E agora é mais urgente que nunca a gente discutir esse assunto. Estamos vendo um movimento se concretizar, que parece mais uma forma de colonialismo digital: com a crescente resistência à construção de datacenters nos países no norte global, empresas e governos parecem estar convencidos a trazer os datacenters com todos os seus impactos negativos ao sul global. YAMA: Nós conversamos com pesquisadores, ativistas e atingidos e em dois episódios nós vamos tentar aprofundar o debate sobre a infraestrutura material das IAs. No primeiro, a gente conversa sobre o que são datacenters e como eles impactam e irão impactar nossas vidas. DAMNY: No segundo, recuperamos movimentos de resistência a sua instalação no Brasil e como nosso país se insere no debate, seguindo a perspectiva de ativistas e de pesquisadores da área que estão buscando uma regulação mais justa para esses grandes empreendimentos. [ tom baixo ] YAMA: Eu sou o Yama Chiodi, jornalista de ciência e pesquisador do campo das mudanças climáticas. Se você já é ouvinte do oxigênio pode ter me ouvido aqui na série cidade de ferro ou no episódio sobre antropoceno. Ao longo dos últimos meses investiguei os impactos ambientais das inteligências artificiais para um projeto comum entre o LABMEM, o laboratório de mudança tecnológica, energia e meio ambiente, e o oxigênio. Em setembro passado, o Damny se juntou a mim pra gente construir esses episódios juntos. E não por acaso. O Damny publicou em outubro passado um relatório sobre os impactos socioambientais dos data centers no Brasil, intitulado “Não somos quintal de data center”. O link para o relatório completo se encontra disponível na descrição do episódio. Bem-vindo ao Oxigênio, Dam. DAMNY: Oi Yama. Obrigado pelo convite pra construir junto esses episódios. YAMA: É um prazer, meu amigo. DAMNY: Eu também atuo como jornalista de ciência e sou pesquisador de governança da internet já há algum tempo. Estou agora trabalhando como jornalista e pesquisador aqui no LABJOR, mas quando escrevi o relatório eu tava trabalhando como pesquisador-consultor na ONG IDEC, Instituto de Defesa de Consumidores. YAMA: A gente começa depois da vinheta. [ Termina Bio Unit] [ Vinheta Oxigênio ] [ Começa Documentary] YAMA: Você já deve ter ouvido na cobertura midiática sobre datacenters a formulação que te diz quantos litros de água cada pergunta ao chatGPT gasta. Mas a gente aqui não gosta muito dessa abordagem. Entre outros motivos, porque ela reduz o problema dos impactos socioambientais das IA a uma questão de consumo individual. E isso é um erro tanto político como factual. Calcular quanta água gasta cada pergunta feita ao ChatGPT tira a responsabilidade das empresas e a transfere aos usuários, escondendo a verdadeira escala do problema. Mesmo que o consumo individual cresça de modo acelerado e explosivo, ele sempre vai ser uma pequena fração do problema. Data centers operam em escala industrial, computando quantidades incríveis de dados para treinar modelos e outros serviços corporativos. Um único empreendimento pode consumir em um dia mais energia do que as cidades que os abrigam consomem ao longo de um mês. DAMNY: Nos habituamos a imaginar a inteligência artificial como uma “nuvem” etérea, mas, na verdade, ela só existe a partir de data centers monstruosos que consomem quantidades absurdas de recursos naturais. Os impactos sociais e ambientais são severos. Data centers são máquinas de consumo de energia, água e terra, e criam poluição do ar e sonora, num modelo que reforça velhos padrões de racismo ambiental. O desenvolvimento dessas infraestruturas frequentemente acontece à margem das comunidades afetadas, refazendo a cartilha global da injustiça ambiental. Ao seguir suas redes, perceberemos seus impactos em rios, no solo, no ar, em territórios indígenas e no crescente aumento da demanda por minerais críticos e, por consequência, de práticas minerárias profundamente destrutivas. YAMA: De acordo com a pesquisadora Tamara Kneese, diretora do programa de Clima, Tecnologia e Justiça do instituto de pesquisa Data & Society, com quem conversamos, essa infraestrutura está criando uma nova forma de colonialismo tecnológico. Os danos ambientais são frequentemente direcionados para as comunidades mais vulneráveis, de zonas rurais às periferias dos grandes centros urbanos, que se tornam zonas de sacrifício para o progresso dessa indústria. DAMNY: Além disso, a crescente insatisfação das comunidades do Norte Global com os data centers tem provocado o efeito colonial de uma terceirização dessas estruturas para o Sul Global. E o Brasil não apenas não é exceção como parece ser um destino preferencial por sua alta oferta de energia limpa. [pausa] E com o aval do governo federal, que acaba de publicar uma medida provisória chamada REDATA, cujo objetivo é atrair data centers ao Brasil com isenção fiscal e pouquíssimas responsabilidades. [ Termina Documentary] [tom baixo ] VOICE OVER: BLOCO 1 – O QUE SÃO DATA CENTERS? YAMA: Pra entender o que são data centers, a gente precisa antes de tudo de entender que a inteligência artificial não é meramente uma nuvem etérea que só existe virtualmente. Foi assim que a gente começou nossa conversa com a pesquisadora estadunidense Tamara Kneese. Ela é diretora do programa de Clima, Tecnologia e Justiça do instituto de pesquisa Data & Society. TAMARA: PT – BR [ Eu acho que o problema da nossa relação com a computação é que a maioria parte do tempo a gente não pensa muito sobre a materialidade dos sistemas informacionais e na cadeia de suprimentos que permitem que eles existam. Tudo que a gente faz online não depende só dos nossos aparelhos, ou dos serviços de nuvem que a gente contrata, mas de uma cadeia muito maior. De onde ver o hardware que a gente usa? Que práticas de trabalho são empregadas nessa cadeia? E então, voltando à cadeia de suprimentos, pensar sobre os materiais brutos e os minerais críticos e outras formas de extração, abusos de direitos humanos e trabalhistas que estão diretamente relacionados à produção dos materiais que precisamos pra computação em geral. ] So I think, you know, the problem with our relationship to computing is that, most of the time, we don’t really think that much about the materiality of the computing system and the larger supply chain. You know, thinking about the fact that, of course, everything we do relies not just on our own device, or the particular cloud services that we subscribe to, but also on a much larger supply chain. So, where does the hardware come from, that we are using, and what kind of labor practices are going into that? And then be, you know, further back in the supply chain, thinking about raw materials and critical minerals and other forms of extraction, and human rights abuses and labor abuses that also go into the production of the raw materials that we need for computing in general. DAMNY: A Tamara já escreveu bastante sobre como a metáfora da nuvem nos engana, porque ela dificulta que a gente enxergue a cadeia completa que envolve o processamento de tantos dados. E isso se tornou uma questão muito maior com a criação dos chatbots e das IAs generativas. YAMA: Se a pandemia já representou uma virada no aumento da necessidade de processamento de dados, quando passamos a ir à escola e ao trabalho pelo computador, o boom das IA generativas criou um aumento sem precedentes da necessidade de expandir essas cadeias. DAMNY: E na ponta da infraestrutura de todas as nuvens estão os data centers. Mais do que gerar enormes impactos sócio-ambientais, eles são as melhores formas de enxergar que o ritmo atual da expansão das IAs não poderá continuar por muito tempo, por limitações físicas. Não há terra nem recursos naturais que deem conta disso. YAMA: A gente conversou com a Cynthia Picolo, que é Diretora Executiva do LAPIN, o Laboratório de Políticas Públicas e Internet. O LAPIN tem atuado muito contra a violação de direitos na implementação de data centers no Brasil e a gente ainda vai conversar mais sobre isso. DAMNY: Uma das coisas que a Cynthia nos ajudou a entender é como não podemos dissociar as IAs dos data centers. CYNTHIA: Existe uma materialidade por trás. Existe uma infraestrutura física, que são os data centers. Então os data centers são essas grandes estruturas que são capazes de armazenar, processar e transferir esses dados, que são os dados que são os processamentos que vão fazer com que a inteligência artificial possa acontecer, possa se desenvolver, então não existe sem o outro. Então falar de IA é falar de Datacenter. Então não tem como desassociar. YAMA: Mas como é um datacenter? A Tamara descreve o que podemos ver em fotos e vídeos na internet. TAMARA: [ Sim, de modo geral, podemos dizer que os data centers são galpões gigantes de chips, servidores, sistemas em redes e quando você olha pra eles, são todos muitos parecidos, prédios quadrados sem nada muito interessante. Talvez você nem saiba que é um data center se não observar as luzes e perceber que é uma estrutura enorme sem pessoas, sem trabalhadores. ] Yeah, so, you know, essentially, they’re like giant warehouses of chips, of servers, of networked systems, and, you know, they look like basically nondescript square buildings, very similar. And you wouldn’t really know that it’s a data center unless you look at the lighting, and you kind of realize that something… like, it’s not inhabited by people or workers, really. DAMNY: No próximo bloco a gente tenta resumir os principais problemas socioambientais que os data centers já causam e irão causar com muita mais intensidade no futuro. [tom baixo ] VOICE OVER: BLOCO 2 – A ENORME LISTA DE PROBLEMAS YAMA: O consumo de energia é provavelmente o problema mais conhecido dos data centers e das IAs. Segundo dados da Agência Internacional de Energia, a IEA, organização internacional da qual o Brasil faz parte, a estimativa para o ano de 2024 é que os data centers consumiram cerca de 415 TWh. A cargo de comparação, segundo a Empresa de Pesquisa Energética, instituto de pesquisa público associado ao Ministério das Minas e Energia, o Brasil consumiu no ano de 2024 cerca de 600 TWh. DAMNY: Segundo o mesmo relatório da Agência Internacional de Energia, a estimativa é que o consumo de energia elétrica por datacenters em 2030 vai ser de pelo menos 945 TWh, o que representaria 3% de todo consumo global projetado. Quando a gente olha pras estimativas de outras fontes, contudo, podemos dizer que essas são projeções até conservadoras. Especialmente considerando o impacto da popularização das chamadas LLM, ou grandes modelos de linguagem – aqueles YAMA: Ou seja, mesmo com projeções conservadoras, os data centers do mundo consumiriam em 2030, daqui a menos de cinco anos, cerca de 50% a mais de energia que o Brasil inteiro consome hoje. Segundo a IEA, em 2030 o consumo global de energia elétrica por data centers deve ser equivalente ao consumo da Índia, o país mais populoso do mundo. E há situações locais ainda mais precárias. DAMNY: É o caso da Irlanda. Segundo reportagem do New York Times publicada em outubro passado, espera-se que o consumo de energia elétrica por data centers por lá represente pelo menos 30% do consumo total do país nos próximos anos. Mas porquê os datacenters consomem tanta energia? TAMARA: [ Então, particularmente com o tipo de IA que as empresas estão investindo agora, há uma necessidade de chips e GPUs muito mais poderosos, de modo que os data centers também são sobre prover energia o suficiente pra todo esse poder computacional que demandam o treinamento e uso de grandes modelos de linguagem. Os data centers são estruturas incrivelmente demandantes de energia e água. A água em geral serve para resfriar os servidores, então tem um número considerável de sistemas de cooling que usam água. Além disso tudo, você também precisa de fontes alternativas de energia, porque algumas vezes, uma infraestrutura tão demandante de energia precisa recorrer a geradores para garantir que o data center continue funcionando caso haja algum problema na rede elétrica. ] So, you know, particularly with the kinds of AI that companies are investing in right now, there’s a need for more powerful chips, GPUs, and so Data centers are also about providing enough energy and computational power for these powerful language models to be trained and then used. And so the data center also, you know, in part because it does require so much energy, and it’s just this incredibly energy-intensive thing, you also need water. And the water comes from having to cool the servers, and so… So there are a number of different cooling systems that use water. And then on top of that, you also need backup energy sources, so sometimes, because there’s such a draw on the power grid, you have to have backup generators to make sure that the data center can keep going if something happens with the grid. YAMA: E aqui a gente começa a entender o tamanho do problema. Os data centers são muitas vezes construídos em lugares que já sofrem com infraestruturas precárias de eletricidade e com a falta de água potável. Então eles criam problemas de escassez onde não havia e aprofundam essa escassez em locais onde isso já era uma grande questão – como a região metropolitana de Fortaleza sobre a qual falaremos no próximo episódio, que está em vias de receber um enorme data center do Tiktok. DAMNY: É o que também relatam os moradores de Querétaro, no México, que vivem na região dos data centers da Microsoft. A operação dos data centers da Microsoft gerou uma crise sem precedentes, com quedas frequentes de energia e o interrompimento do abastecimento de água que muitas vezes duram semanas. Os data-centers impactaram de tal forma as comunidades que escolas cancelaram aulas e, indiretamente, foram responsáveis por uma crise de gastroenterite entre crianças. YAMA: E isso nos leva pro segundo ponto. O consumo de água, minerais críticos e outros recursos naturais. TAMARA: [O problema da energia tem recebido mais atenção, porque é uma fonte de ansiedade também. Pensar sobre o aumento da demanda de energia em tempos em que supostamente estaríamos transicionando para deixar de usar energias fósseis, o que obviamente pode ter efeitos devastadores. Mas eu acredito que num nível mais local, o consumo de água é mais relevante. Nós temos grandes empresas indo às áreas rurais do México, por exemplo, e usando toda a água disponível e basicamente deixando as pessoas sem água. E isso é incrivelmente problemático. Então isso acontece em áreas que já tem problemas de abastecimento de água, onde as pessoas já não tem muito poder de negociação com as empresas. Não têm poder político pra isso. São lugares tratados como zonas de sacrifício, algo que já vimos muitas vezes no mundo, especialmente em territórios indígenas. Então as consequências são na verdade muito maiores do que só problemas relacionados à energia. ] I think the energy problem has probably gotten the most attention, just because it is a source of anxiety, too, so thinking about, you know, energy demand at a time when we’re supposed to be transitioning away from fossil fuels. And clearly, the effects that that can have will be devastating. But I think on a local level, things like the water consumption can matter more. So, you know, if we have tech companies moving into rural areas in Mexico and, you know, using up all of their water and basically preventing people in the town from having access to water. That is incredibly problematic. So I think, you know, in water-stressed areas and areas where the people living in a place don’t have as much negotiating power with the company. Don’t have as much political power, and especially if places are basically already treated as sacrifice zones, which we’ve seen repeatedly many places in the world, with Indigenous land in particular, you know, I think the consequences may go far beyond just thinking about, you know, the immediate kind of energy-related problems. YAMA: Existem pelo menos quatro fins que tornam os data centers máquinas de consumir água. O mais direto e local é a água utilizada na refrigeração de todo equipamento que ganha temperatura nas atividades de computação, o processo conhecido como cooling. Essa prática frequentemente utiliza água potável. Apesar de já ser extremamente relevante do ponto de vista de consumo, essa é apenas uma das formas de consumo abundante de água. DAMNY: Indiretamente, os data centers também consomem a água relacionada ao seu alto consumo de energia, em especial na geração de energia elétrica em usinas hidrelétricas e termelétricas. Também atrelada ao consumo energético, está o uso nas estações de tratamento de água, que visam tratar a água com resíduos gerada pelo data center para tentar reduzir a quantidade de água limpa utilizada. YAMA: Por fim, a cadeia de suprimentos de chips e servidores que compõem os data centers requer água ultrapura e gera resíduos químicos. Ainda que se saiba que esse fator gera gastos de água e emissões de carbono relevantes, os dados são super obscuros, entre outros motivos, porque a maioria dos dados que temos sobre o consumo de água em data centers são fornecidos pelas próprias empresas. CYNTHIA: A água e os minérios são componentes também basilares para as estruturas de datacenter, que são basilares para o funcionamento da inteligência artificial. (…). E tem toda uma questão, como eu disse muitas vezes, captura um volume gigante de água doce. E essa água que é retornada para o ecossistema, muitas vezes não é compensada da água que foi capturada. Só que as empresas também têm uma promessa em alguns relatórios, você vai ver que elas têm uma promessa até de chegar em algum ponto para devolver cento e vinte por cento da água. Então a empresa está se comprometendo a devolver mais água do que ela capturou. Só que a realidade é o quê? É outra. Então, a Google, por exemplo, nos últimos cinco anos, reportou um aumento de cento e setenta e sete por cento do uso de água. A Microsoft mais trinta e oito e a Amazon sequer reporta o volume de consumo de água. Então uma lacuna tremenda para uma empresa desse porte, considerando todo o setor de Data centers. Mas tem toda essa questão da água, que é muito preocupante, não só por capturar e o tratamento dela e como ela volta para o meio ambiente, mas porque há essa disputa também com territórios que têm uma subsistência muito específica de recursos naturais, então existe uma disputa aí por esse recurso natural entre comunidade e empreendimento. DAMNY: Nessa fala da Cynthia a gente observa duas coisas importantes: a primeira é que não existe data center sem água para resfriamento, de modo que o impacto local da instalação de um empreendimento desses é uma certeza irrefutável. E é um dano contínuo. Enquanto ele estiver em operação ele precisará da água. É como se uma cidade de grande porte chegasse de repente, demandando uma quantidade de água e energia que o local simplesmente não tem para oferecer. E na hora de escolher entre as pessoas e empreendimentos multimilionários, adivinha quem fica sem água e com a energia mais cara? YAMA: A segunda coisa importante que a Cynthia fala é quando ela nos chama a atenção sobre a demanda por recursos naturais. Nós sabemos que recursos naturais são escassos. Mais do que isso, recursos naturais advindos da mineração têm a sua própria forma de impactos sociais e ambientais, o que vemos frequentemente na Amazônia brasileira. O que acontecerá com os data centers quando os recursos naturais locais já não forem suficientes para seu melhor funcionamento? Diante de uma computação que passa por constante renovação pela velocidade da obsolescência, o que acontece com o grande volume de lixo eletrônico gerado por data centers? Perguntas que não têm resposta. DAMNY: A crise geopolítica em torno dos minerais conhecidos como terra-rara mostra a complexidade política e ambiental do futuro das IA do ponto de vista material e das suas cadeias de suprimento. No estudo feito pelo LAPIN, a Cynthia nos disse que considera que esse ponto do aumento da demanda por minerais críticos que as IA causam é um dos pontos mais opacos nas comunicações das grandes empresas de tecnologia sobre o impacto de seus data centers. CYNTHIA: E outro ponto de muita, muita lacuna, que eu acho que do nosso mapeamento, desses termos mais de recursos naturais. A cadeia de extração mineral foi o que mais foi opaco, porque, basicamente, as empresas não reportam nada sobre essa extração mineral e é muito crítico, porque a gente sabe que muitos minérios vêm também de zonas de conflito. Então as grandes empresas, pelo menos as três que a gente mapeou, elas têm ali um trechinho sobre uma prestação de contas da cadeia mineral. Tudo que elas fazem é falar que elas seguem um framework específico da OCDE sobre responsabilização. YAMA: Quando as empresas falam de usar energias limpas e de reciclar a água utilizada, eles estão se desvencilhando das responsabilidades sobre seus datacenters. Energia limpa não quer dizer ausência de impacto ambiental. Pras grandes empresas, as fontes de energia limpa servem para gerar excedente e não para substituir de fato energias fósseis. Você pode ter um data center usando majoritariamente energia solar no futuro, mas isso não muda o fato de que ele precisa funcionar 24/7 e as baterias e os geradores a diesel estarão sempre lá. Além disso, usinas de reciclagem de água, fazendas de energia solar e usinas eólicas também têm impactos socioambientais importantes. O uso de recursos verdes complexifica o problema de identificar os impactos locais e responsabilidades dos data centers, mas não resolve de nenhuma forma os problemas de infraestrutura e de fornecimento de água e energia causados pelos empreendimentos. DAMNY: É por isso que a gente alerta pra não comprar tão facilmente a história de que cada pergunta pro chatGPT gasta x litros de água. Se você não perguntar nada pro chatGPT hoje, ou se fizer 1000 perguntas, não vai mudar em absolutamente nada o alto consumo de água e os impactos locais destrutivos dos data centers que estão sendo instalados a todo vapor em toda a América Latina. A quantidade de dados e de computação que uma big tech usa para treinar seus modelos, por exemplo, jamais poderá ser equiparada ao consumo individual de chatbots. É como comparar as campanhas que te pedem pra fechar a torneira ao escovar os dentes, enquanto o agro gasta em minutos água que você não vai gastar na sua vida inteira. Em resumo, empresas como Google, Microsoft, Meta e Amazon só se responsabilizam pelos impactos diretamente causados por seus data centers e, mesmo assim, é uma responsabilização muito entre aspas, à base de greenwashing. Você já ouviu falar de greenwashing? CYNTHIA: Essa expressão em inglês nada mais é do que a tradução literal, que é o discurso verde. (…)É justamente o que a gente está conversando. É justamente quando uma empresa finge se preocupar com o meio ambiente para parecer sustentável, mas, na prática, as ações delas não trazem esses benefícios reais e, pelo contrário, às vezes trazem até danos para o meio ambiente. Então, na verdade, é uma forma até de manipular, ou até mesmo enganar as pessoas, os usuários daqueles sistemas ou serviços com discursos e campanhas com esses selos verdes, mas sem comprovar na prática. YAMA: Nesse contexto, se torna primordial que a gente tenha mais consciência de toda a infraestrutura material que está por trás da inteligência artificial. Como nos resumiu bem a Tamara: TAMARA: [ Eu acredito que ter noção da infraestrutura completa que envolve a cadeia da IA realmente ajuda a entender a situação. Mesmo que você esteja usando, supostamente, energia renovável para construir e operar um data center, você ainda vai precisar de muitos outros materiais, chips, minerais e outras coisas com suas próprias cadeias de suprimento. Ou seja, independente da forma de energia utilizada, você ainda vai causar dano às comunidades e destruição ambiental. ] But that… I think that is why having a sense of the entire AI supply chain is really helpful, just in terms of thinking about, you know, even if you’re, in theory, using renewable energy to build a data center, you still are relying on a lot of other materials, including chips, including minerals, and other things that. (…) We’re still, you know, possibly going to be harming communities and causing environmental disruption. [ tom baixo ] YAMA: Antes de a gente seguir pro último bloco, eu queria só dizer que a entrevista completa com a Dra. Tamara Kneese foi bem mais longa e publicada na íntegra no blog do GEICT. O link para a entrevista tá na descrição do episódio, mas se você preferir pode ir direto no bloco do GEICT. [ tom baixo ] VOICE OVER: BLOCO 3 – PROBLEMAS GLOBAIS, PROBLEMAS LOCAIS YAMA: Mesmo conhecendo as cadeias, as estratégias de greenwashing trazem um grande problema à tona, que é uma espécie de terceirização das responsabilidades. As empresas trazem medidas compensatórias que não diminuem em nada o impacto local dos seus data centers. Então tem uma classe de impactos que são globais, como as emissões de carbono e o aumento da demanda por minerais críticos, por exemplo. E globais no sentido de que eles são parte relevante dos impactos dos data centers, mas não estão impactando exatamente nos locais onde foram construídos. CYNTHIA: Google, por exemplo, nesse recorte que a gente fez da pesquisa dos últimos cinco anos, ela simplesmente reportou um aumento de emissão de carbono em setenta e três por cento. Não é pouca coisa. A Microsoft aumentou no escopo dois, que são as emissões indiretas, muito por conta de data centers, porque tem uma diferenciação por escopo, quando a gente fala de emissão de gases, a Microsoft, nesse período de cinco anos, ela quadruplicou o tanto que ela tem emitido. A Amazon aumentou mais de trinta por cento. Então a prática está mostrando que essas promessas estão muito longe de serem atingidas. Só que aí entra um contexto mais de narrativa. Por que elas têm falado e prometido a neutralidade de carbono? Porque há um mecanismo de compensação. (…) Então elas falam que estão correndo, correndo para atingir essa meta de neutralidade de carbono, mas muito por conta dos instrumentos de compensação, compensação ou de crédito de carbono ou, enfim, para uso de energias renováveis. Então se compra esse certificado, se fazem esses contratos, mas, na verdade, não está tendo uma redução de emissão. Está tendo uma compensação. (…) Essa compensação é um mecanismo financeiro, no final do dia. Porque, quando você, enquanto empresa, trabalha na compensação dos seus impactos ambientais e instrumentos contratuais, você está ignorando o impacto local. Então, se eu estou emitindo impactando aqui o Brasil, e estou comprando crédito de carbono em projetos em outra área, o impacto local do meu empreendimento está sendo ignorado. YAMA: E os impactos materiais locais continuam extremamente relevantes. Além do impacto nas infraestruturas locais de energia e de água sobre as quais a gente já falou, há muitas reclamações sobre a poluição do ar gerada pelos geradores, as luzes que nunca desligam e até mesmo a poluição sonora. A Tamara nos contou de um caso curioso de um surto de distúrbios de sono e de enxaqueca que tomou regiões de data centers nos Estados Unidos. TAMARA: [ Uma outra coisa que vale ser lembrada: as pessoas que vivem perto dos data centers tem nos contado que eles são super barulhentos, eles também relatam a poluição visual causada pelas luzes e a poluição sonora. Foi interessante ouvir de comunidades próximas a data centers de mineração de criptomoedas, por exemplo, que os moradores começaram a ter enxaquecas e distúrbios de sono por viverem próximos das instalações. E além de tudo isso, ainda tem a questão da poluição do ar, que é visível a olho nu. Há muitas partículas no ar onde há geradores movidos a diesel para garantir que a energia esteja sempre disponível. ] And the other thing is, you know, for people who live near them, they’re very loud, and so if you talk to people who live near data centers, they will talk about the light pollution, the noise pollution. And it’s been interesting, too, to hear from communities that are near crypto mining facilities, because they will complain of things like migraine headaches and sleep deprivation from living near the facilities. And, you know, the other thing is that the air pollution is quite noticeable. So there’s a lot of particulate matter, particularly in the case of using diesel-fueled backup generators as an energy stopgap. DAMNY: E do ponto de vista dos impactos locais, há um fator importantíssimo que não pode ser esquecido: território. Data centers podem ser gigantes, mas ocupam muito mais espaço que meramente seus prédios, porque sua cadeia de suprimentos demanda isso. Como a água e a energia chegarão até os prédios? Mesmo que sejam usados fontes renováveis de energia, onde serão instaladas as fazendas de energia solar ou as usinas de energia eólica e de tratamento de água? Onde a água contaminada e/ou tratada será descartada? Quem vai fiscalizar? YAMA: E essa demanda sem fim por território esbarra justamente nas questões de racismo ambiental. Porque os territórios que são sacrificados para que os empreendimentos possam funcionar, muito frequentemente, são onde vivem povos originários e populações marginalizadas. Aqui percebemos que a resistência local contra a instalação de data centers é, antes de qualquer coisa, uma questão de justiça ambiental. É o caso de South Memphis nos Estados Unidos, por exemplo. TAMARA: [ Pensando particularmente sobre os tipos de danos causados pelos data centers, não é somente a questão da conta de energia ficar mais cara, ou quantificar a quantidade de energia e água gasta por data centers específicos. A verdadeira questão, na minha opinião, é a relação que existe entre esses danos socioambientais, danos algorítmicos e o racismo ambiental e outras formas de impacto às comunidades que lidam com isso a nível local. Especialmente nos Estados Unidos, com todo esse histórico de supremacia branca e a falta de direitos civis, não é coincidência que locais onde estão comunidades negras, por exemplo, sejam escolhidos como zonas de sacrifício. As comunidades negras foram historicamente preferenciais para todo tipo de empreendimento que demanda sacrificar território, como estradas interestaduais, galpões da Amazon… quer dizer, os data centers são apenas a continuação dessa política histórica de racismo ambiental. E tudo isso se soma aos péssimos acordos feitos a nível local, onde um prefeito e outras lideranças governamentais pensam que estão recebendo algo de grande valor econômico. Em South Memphis, por exemplo, o data center é da xAI. Então você para pra refletir como essa plataforma incrivelmente racista ainda tem a audácia de poluir terras de comunidades negras ainda mais ] I think, the way of framing particular kinds of harm, so, you know, it’s not just about, you know, people’s energy bills going up, or, thinking about how we quantify the energy use or the water use of particular data centers, but really thinking about the relationship between a lot of those social harms and algorithmic harms and the environmental racism and other forms of embodied harms that communities are dealing with on that hyper-local level. And, you know, in this country, with its history of white supremacy and just general lack of civil rights, you know, a lot of the places where Black communities have traditionally been, tend to be, you know, the ones sacrificed for various types of development, like, you know, putting up interstates, putting up warehouses for Amazon and data centers are just a continuation of the what was already happening. And then you have a lot of crooked deals on the local level, where, you know, maybe a mayor and other local officials think that they’re getting something economically of value. In South Memphis, the data center is connected to x AI. And so thinking about this platform that is so racist and so incredibly harmful to Black communities, you know, anyway, and then has the audacity to actually pollute their land even more. DAMNY: Entrando na questão do racismo ambiental a gente se encaminha para o nosso segundo episódio, onde vamos tentar entender como o Brasil se insere na questão dos data centers e como diferentes setores da população estão se organizando para resistir. Antes de encerrar esse episódio, contudo, a gente traz brevemente pra conversa dois personagens que vão ser centrais no próximo episódio. YAMA: Eles nos ajudam a compreender como precisamos considerar a questão dos territórios ao avaliar os impactos. Uma dessas pessoas é a Andrea Camurça, do Instituto Terramar, que está lutando junto ao povo Anacé pelo direito de serem consultados sobre a construção de um data center do TIKTOK em seus territórios. Eu trago agora um trechinho dela falando sobre como mesmo medidas supostamente renováveis se tornam violações territoriais num contexto de racismo ambiental. ANDREA: A gente recebeu notícias agora, recentemente, inclusive ontem, que está previsto um mega empreendimento solar que vai ocupar isso mais para a região do Jaguaribe, que vai ocupar, em média, de equivalente a seiscentos campos de futebol. Então, o que isso representa é a perda de terra. É a perda de água. É a perda do território. É uma diversidade de danos aos povos e comunidades tradicionais que não são reconhecidos, são invisibilizados. Então é vendido como território sem gente, sendo que essas energias chegam dessa forma. Então, assim a gente precisa discutir sobre energias renováveis. A gente precisa discutir sobre soberania energética. A gente precisa discutir sobre soberania digital, sim, mas construída a partir da necessidade do local da soberania dessas populações. DAMNY: A outra pessoa que eu mencionei é uma liderança Indígena, o cacique Roberto Anacé. Fazendo uma ótima conexão que nos ajuda a perceber como os impactos globais e locais dos data centers estão conectados, ele observa como parecemos entrar num novo momento do colonialismo, onde a soberania digital e ambiental do Brasil volta a estar em risco, indo de encontro à violação de terras indígenas. CACIQUE ROBERTO: Há um risco para a questão da biodiversidade, da própria natureza da retirada da água, do aumento de energia, mas também não somente para o território da Serra, mas para todos que fazem uso dos dados. Ou quem expõe esses dados. Ninguém sabe da mão de quem vai ficar, quem vai controlar quem vai ordenar? E para que querem essa colonização? Eu chamo assim que é a forma que a gente tem essa colonização de dados. Acredito eu que a invasão do Brasil em mil e quinhentos foi de uma forma. Agora nós temos a invasão de nossas vidas, não somente para os indígenas, mas de todos, muitas vezes que fala muito bem, mas não sabe o que vai acontecer depois que esses dados estão guardados. Depois que esses dados vão ser utilizados, para que vão ser utilizados, então esses agravos. Ele é para além do território indígena na série. [ tom baixo ] [ Começa Bio Unit ] YAMA: A pesquisa, entrevistas e apresentação desse episódio foi feita pelo Damny Laya e por mim, Yama Chiodi. Eu também fiz o roteiro e a produção. Quem narrou a tradução das falas da Tamara foi Mayra Trinca. O Oxigênio é um podcast produzido pelos alunos do Laboratório de Estudos Avançados em Jornalismo da Unicamp e colaboradores externos. Tem parceria com a Secretaria Executiva de Comunicação da Unicamp e apoio do Serviço de Auxílio ao Estudante, da Unicamp. Além disso, contamos com o apoio da FAPESP, que financia bolsas como a que nos apoia neste projeto de divulgação científica. DAMNY: A lista completa de créditos para os sons e músicas utilizados você encontra na descrição do episódio. Você encontra todos os episódios no site oxigenio.comciencia.br e na sua plataforma preferida. No Instagram e no Facebook você nos encontra como Oxigênio Podcast. Segue lá pra não perder nenhum episódio! Aproveite para deixar um comentário. [ Termina Bio Unit ] [ Vinheta Oxigênio ] Créditos: Aerial foi composta por Bio Unit; Documentary por Coma-Media. Ambas sob licença Creative Commons. Os sons de rolha e os loops de baixo são da biblioteca de loops do Garage Band. Roteiro, produção: Yama Chiodi Pesquisa: Yama Chiodi, Damny Laya Narração: Yama Chiodi, Danny Laya, Mayra Trinca Entrevistados: Tamara Kneese, Cynthia Picolo, Andrea Camurça e Cacique Roberto Anacé __________ Descendo a toca do coelho da IA: Data Centers e os Impactos Materiais da “Nuvem” – Uma entrevista com Tamara Kneese: https://www.blogs.unicamp.br/geict/2025/11/06/descendo-a-toca-do-coelho-da-ia-data-centers-e-os-impactos-materiais-da-nuvem-uma-entrevista-com-tamara-kneese/ Não somos quintal de data centers: Um estudo sobre os impactos socioambientais e climáticos dos data centers na América Latina: https://idec.org.br/publicacao/nao-somos-quintal-de-data-centers Outras referências e fontes consultadas: Relatórios técnicos e dados oficiais: IEA (2025), Energy and AI, IEA, Paris https://www.iea.org/reports/energy-and-ai, Licence: CC BY 4.0 “Inteligência Artificial e Data Centers: A Expansão Corporativa em Tensão com a Justiça Socioambiental”. Lapin. https://lapin.org.br/2025/08/11/confira-o-relatorio-inteligencia-artificial-e-data-centers-a-expansao-corporativa-em-tensao-com-a-justica-socioambiental/ Estudo de mercado sobre Power & Cooling de Data Centers. DCD – DATA CENTER DYNAMICS.https://media.datacenterdynamics.com/media/documents/Report_Power__Cooling_2025_PT.pdf Pílulas – Impactos ambientais da Inteligência Artificial. IPREC. https://ip.rec.br/publicacoes/pilulas-impactos-ambientais-da-inteligencia-artificial/ Policy Brief: IA, data centers e os impactos ambientais. IPREC https://ip.rec.br/wp-content/uploads/2025/05/Policy-Paper-IA-e-Data-Centers.pdf MEDIDA PROVISÓRIA Nº 1.318, DE 17 DE SETEMBRO DE 2025 https://www.in.gov.br/en/web/dou/-/medida-provisoria-n-1.318-de-17-de-setembro-de-2025-656851861 Infográfico sobre minerais críticos usados em Data Centers do Serviço de Geologia do Governo dos EUA https://www.usgs.gov/media/images/key-minerals-data-centers-infographic Notícias e reportagens: From Mexico to Ireland, Fury Mounts Over a Global A.I. Frenzy. Paul Mozur, Adam Satariano e Emiliano Rodríguez Mega. The New York Times, 20/10/2025. https://www.nytimes.com/2025/10/20/technology/ai-data-center-backlash-mexico-ireland.html Movimentos pedem ao MP fim de licença de data center no CE. Maristela Crispim, EcoNordeste. 25/08/2025. https://agenciaeconordeste.com.br/sustentabilidade/movimentos-pedem-ao-mp-fim-de-licenca-de-data-center-no-ce/#:~:text=’N%C3%A3o%20somos%20contra%20o%20progresso’&text=Para%20o%20cacique%20Roberto%20Anac%C3%A9,ao%20meio%20ambiente%E2%80%9D%2C%20finaliza. ChatGPT Is Everywhere — Why Aren’t We Talking About Its Environmental Costs? Lex McMenamin. Teen Vogue. https://www.teenvogue.com/story/chatgpt-is-everywhere-environmental-costs-oped Data centers no Nordeste, minérios na África, lucros no Vale do Silício. Le Monde Diplomatique, 11 jun. 2025. Accioly Filho. https://diplomatique.org.br/data-centers-no-nordeste-minerios-na-africa-lucros-no-vale-do-silicio/. The environmental footprint of data centers in the United States. Md Abu Bakar Siddik et al 2021 Environ. Res. Lett. 16064017: https://iopscience.iop.org/article/10.1088/1748-9326/abfba1 Tecnología en el desierto – El debate por los data centers y la crisis hídrica en Uruguay. MUTA, 30 nov. Soledad Acunã https://mutamag.com/cyberpunk/tecnologia-en-el-desierto/. Acesso em: 17 set. 2025. Las zonas oscuras de la evaluación ambiental que autorizó “a ciegas” el megaproyecto de Google en Cerrillos. CIPER Chile, 25 maio 2020. https://www.ciperchile.cl/2020/05/25/las-zonas-oscuras-de-la-evaluacion-ambiental-que-autorizo-aciegas-el-megaproyecto-de-google-en-cerrillos/. Acesso em: 17 set. 2025. Thirsty data centres spring up in water-poor Mexican town. Context, 6 set. 2024. https://www.context.news/ai/thirsty-data-centres-spring-up-in-water-poor-mexican-town BNDES lança linha de R$ 2 bilhões para data centers no Brasil. https://agenciadenoticias.bndes.gov.br/industria/BNDES-lanca-linha-de-R$-2-bilhoes-para-data-centersno-Brasil/. Los centros de datos y sus costos ocultos en México, Chile, EE UU, Países Bajos y Sudáfrica. WIRED, 29 maio 2025. Anna Lagos https://es.wired.com/articulos/los-costos-ocultos-del-desarrollo-de-centros-de-datos-en-mexico-chile-ee-uu-paises-bajos-y-sudafrica Big Tech's data centres will take water from world's driest areas. Eleanor Gunn. SourceMaterial, 9 abr. 2025. https://www.source-material.org/amazon-microsoft-google-trump-data-centres-water-use/ Indígenas pedem que MP atue para derrubar licenciamento ambiental de data center do TikTok. Folha de S.Paulo, 26 ago. 2025. https://www1.folha.uol.com.br/mercado/2025/08/indigenas-pedem-que-mp-atue-para-derrubar-licenciamento-ambiental-de-data-center-do-tiktok.shtml The data center boom in the desert. MIT Technology Review https://www.technologyreview.com/2025/05/20/1116287/ai-data-centers-nevada-water-reno-computing-environmental-impact/ Conferências, artigos acadêmicos e jornalísticos: Why are Tech Oligarchs So Obsessed with Energy and What Does That Mean for Democracy? Tamara Kneese. Tech Policy Press. https://www.techpolicy.press/why-are-tech-oligarchs-so-obsessed-with-energy-and-what-does-that-mean-for-democracy/ Data Center Boom Risks Health of Already Vulnerable Communities. Cecilia Marrinan. Tech Policy Press. https://www.techpolicy.press/data-center-boom-risks-health-of-already-vulnerable-communities/ RARE/EARTH: The Geopolitics of Critical Minerals and the AI Supply Chain. https://www.youtube.com/watch?v=GxVM3cAxHfg Understanding AI with Data & Society / The Environmental Costs of AI Are Surging – What Now? https://www.youtube.com/watch?v=W4hQFR8Z7k0 IA e data centers: expansão corporativa em tensão com justiça socioambiental. Camila Cristina da Silva, Cynthia Picolo G. de Azevedo. https://www.jota.info/opiniao-e-analise/colunas/ia-regulacao-democracia/ia-e-data-centers-expansao-corporativa-em-tensao-com-justica-socioambiental LI, P.; YANG, J.; ISLAM, M. A.; REN, S. Making AI Less “Thirsty”: Uncovering and Addressing the Secret Water Footprint of AI Models. arXiv, 2304.03271, 26 mar. 2025. Disponível em: https://doi.org/10.48550/arXiv.2304.03271 LIU, Y.; WEI, X.; XIAO, J.; LIU, Z.;XU, Y.; TIAN, Y. Energy consumption and emission mitigation prediction based on data center traffic and PUE for global data centers. Global Energy Interconnection, v. 3, n.3, p. 272-282, 3 jun. 2020. https://doi.org/10.1016/j.gloei.2020.07.008 SIDDIK, M. A. B.; SHEHABI, A.; MARSTON, L. The environmental footprint of data centers in the United States. Environmental Research Letters, v. 16, n. 6, 21 maio 2021. https://doi.org/10.1088/1748-9326/abfba1 Las Mentiras de Microsoft en Chile: Una Empresa No tan Verde. Por Rodrigo Vallejos de Resistencia Socioambiental de Quilicura. Revista De Frente, 18 mar. 2022. https://www.revistadefrente.cl/las-mentiras-de-microsoft-en-chile-una-empresa-no-tan-verde-porrodrigo-vallejos-de-resistencia-socioambiental-de-quilicura/. Acesso em: 17 set. 2025.

Descripción de "Aero-Tips" Resumen de las noticias mas importantes de la semana en Aviación Digital:1. Energía de Fusión y el Helio-3 Lunar:Se aborda la inminente necesidad de un cambio de paradigma energético global, con proyecciones de una demanda de más de 60.000 TWh extras para 2050,. Se detalla el avance en la fusión nuclear terrestre (con logros como el récord de confinamiento de plasma del tokamak WEST y el progreso del ITER),. Este progreso está estrechamente ligado a la Luna, considerada la clave energética de una generación debido a su abundancia de Helio-3, un isótopo ideal para reacciones de fusión limpias,,,. Este recurso ha desatado una carrera geoestratégica, con programas ambiciosos de China (Chang'e), Estados Unidos (Artemis) y la estrategia de cadena de suministro lunar de Japón,,.2. Crisis de los Motores Pratt & Whitney GTF:Se analiza la problemática que afecta a la familia de motores PW1000G (GTF), que equipa a aviones como el Airbus A320neo, causada por un defecto en el *powder metal* de componentes críticos,. Esta situación ha obligado a la retirada masiva de cientos de aeronaves (afectando entre el 28-30% de la flota con GTF),, saturando los centros de mantenimiento (MRO) y provocando pérdidas operacionales a más de 40 aerolíneas,,.3. Transformación del Ejército del Aire y del Espacio de España: Se examina la profunda transformación de la fuerza aérea española, impulsada por la necesidad de una disuasión creíble ante amenazas modernas como misiles hipersónicos y drones,. La hoja de ruta para 2026 se centra en el "Combate Colaborativo" (FCAS/NGWS), la consolidación del Dominio Espacial y la adquisición de capacidades clave, como los cazas Eurofighter Halcón y los aviones de reabastecimiento A330 MRTT,,.4. El Enigma del Vuelo 19:Se relata la desaparición de cinco torpederos TBM Avenger de la Marina de EE. UU. el 5 de diciembre de 1945, evento que se convirtió en el pilar del mito moderno del Triángulo de las Bermudas,. La explicación técnica más aceptada apunta a una combinación de desorientación del líder, fallos en los instrumentos y malas condiciones meteorológicas, aunque la ausencia de restos mantiene el misterio,,.5. Logística Espacial y Vigilancia Orbital:Se cubre la reciente congestión logística en la Estación Espacial Internacional (EEI), que operó como un "hub" con siete vehículos (incluyendo cargueros Dragon, Progress y la nave japonesa HTV-X) acoplados simultáneamente,. Además, se reportó que el Sol emitió una llamarada solar extrema (X1.9), destacando el riesgo de estas erupciones para la precisión del GPS y las comunicaciones de alta frecuencia (HF) en la aviación,.6. Regulación Aeronáutica Global:Se informa sobre la renovación de la Comisión de Navegación Aérea (ANC) de la OACI, el cerebro técnico que establece los estándares operacionales (SARPs y PANS) globales,. Se destaca el nombramiento del canadiense Frédéric Fachinan como nuevo Presidente y la consolidación de la posición de España con la reelección de Ismael Pacheco,.

C'est une idée qui semblait folle il y a dix ans et qui, aujourd'hui, commence à s'installer dans les foyers : utiliser la chaleur produite par le minage de bitcoin pour se chauffer… et alléger sa facture d'électricité. Le principe est simple : une machine qui mine du bitcoin consomme de l'électricité pour faire des calculs cryptographiques, et toute cette énergie finit inévitablement sous forme de chaleur. Plutôt que de la laisser se perdre, certains s'en servent comme radiateur. Autrement dit : un appareil qui chauffe et rapporte quelques euros.Aux États-Unis, où le prix du kilowatt-heure est particulièrement bas, ces « radiateurs-mineurs » connaissent un véritable essor. Des particuliers racontent chauffer entièrement leur maison avec ces appareils, tout en recevant régulièrement des fractions de bitcoin en récompense. Selon la plateforme K33, toute l'industrie mondiale du minage génère environ 100 TWh de chaleur par an, soit de quoi chauffer un pays entier comme la Finlande. Une énergie jusqu'ici gaspillée, désormais réutilisée.En France, le phénomène reste marginal mais progresse depuis la remontée spectaculaire du cours du bitcoin. Depuis 2024, plusieurs fabricants commercialisent des radiateurs silencieux, qui ressemblent à des appareils classiques, mais embarquent un circuit de minage relié à Internet. L'utilisateur chauffe sa pièce tout en participant au réseau Bitcoin. Il peut ensuite échanger les bitcoins obtenus contre des euros, réduisant ainsi sa facture d'électricité. Les prix varient de 350 euros pour chauffer 15 m² à plus de 1.000 euros pour des surfaces de 40 à 50 m². On en trouve même dans une boutique spécialisée du 18ᵉ arrondissement de Paris.Les partisans de ces appareils affirment que leur chaleur est plus homogène grâce à la ventilation interne, et qu'en combinant plusieurs machines au sein de grandes « pools » de minage, la rentabilité peut devenir intéressante. Mais elle dépend de trois variables : le prix du bitcoin, le coût local du kilowatt-heure, et la part de puissance réellement fournie par le pool. Certains voient dans cette pratique un « ticket de loterie » : une infime chance d'obtenir la récompense d'un bloc complet de bitcoin, ce qui représenterait plusieurs dizaines de milliers d'euros.Cependant, cette stratégie n'est pas miraculeuse. En France, l'électricité reste plus chère qu'aux États-Unis ; le retour sur investissement est donc plus long, parfois incertain. Pour beaucoup d'utilisateurs, l'intérêt est autant économique qu'idéologique : participer à la sécurisation du réseau Bitcoin tout en récupérant gratuitement une chaleur qu'ils auraient payée autrement. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Kanzler in der Klemme – Europa am Kipppunkt +++ Merz klebt an Weimer – aus Minister-Skandal wird Kanzlerkrise +++ Berliner SPD zerlegt sich selbst – Doppelspitze weg, Umfragen im Keller +++ Schleswig-Holstein: Günther wiedergewählt – mit Ansagen zu AfD und Klimapolitik +++ Windpark im Reinhardswald: Trinkwasser in Gefahr durch Alt-Tanks? +++ Atomausstieg-Studie: 800 TWh weg, 733 Mio. Tonnen CO₂ oben drauf +++ Europas Friedensplan: Tür zur G8 für Putin, Druck auf Selenskyj +++ Washington rügt Europa: Massenzuwanderung bedroht den Westen +++ Migration: USA greifen ein +++ TE-Energiewendewetter +++ RealUnit Schweiz AG – Vermögensschutz vor Inflation, Krisen und Enteignung. Informieren Sie sich jetzt und schützen Sie Ihre Ersparnisse! www.realunit.de. Wer die RealUnit-Aktie als Token kauft, erhält dazu bis 31.12.2025 eine limitierte Token-Münze. Tracking-Link https://realunit.de/token-kaufen//?utm_campaign=23626031-Tichys&utm_source=tewecker&utm_medium=YTlink10 Webseite: https://www.tichyseinblick.de

L'ennesimo vertice sull'ex Ilva, tenutosi a Palazzo Chigi sotto il coordinamento del sottosegretario Alfredo Mantovano (nella foto), non ha portato a risultati concreti. I segretari generali di Fim, Fiom e Uilm hanno accusato il ministro Urso di "tradimento" e chiesto l'intervento diretto della presidente del Consiglio. Secondo i sindacati, il governo avrebbe presentato un piano di chiusura, con 6.000 cassintegrati, invece del piano di riconversione atteso. L'esecutivo ha illustrato un piano operativo a "ciclo corto", che riduce a quattro anni il percorso di decarbonizzazione ma prevede l'aumento del numero di dipendenti in cassa integrazione a 5.700 unità, poi 6.000 da gennaio. Urso avrebbe inoltre confermato l'esistenza di una "trattativa riservata" con un nuovo operatore interessato all'ex Ilva, oltre ai fondi Bedrock e Flacks, che avrebbero offerto zero euro per gli asset. Secondo Il Sole 24 Ore, ci sarebbero stati contatti anche con Qatar Steel, che però non ha ancora presentato una manifestazione formale di interesse. I tempi per la cessione di Acciaierie d'Italia si allungano e potrebbe rendersi necessario un nuovo intervento pubblico, forse in legge di bilancio, per garantire la continuità operativa. Intanto, il governo avrebbe chiesto a Eni un supporto tecnico per stabilizzare il costo del gas, elemento cruciale per il futuro impianto di preridotto (Dri) e per la riconversione verde dell'acciaieria. I sindacati restano preoccupati per i tagli e chiedono un coinvolgimento diretto dello Stato nel piano industriale. Ne parliamo con Paolo Bricco, Il Sole 24 OreTir, imprese e associazioni di categoria contro divieto di sorpasso in A1. Salvini avvia un tavolo tecnicoIl ministro dei Trasporti Matteo Salvini ha deciso di istituire un tavolo tecnico con le rappresentanze del settore autotrasporto per discutere il divieto di sorpasso ai mezzi pesanti sull'A1, introdotto da Autostrade per l'Italia dal 3 novembre. La misura, sperimentale per sei mesi, riguarda il tratto tra Incisa-Reggello e Chiusi, lungo circa 90 chilometri, e si applica ai veicoli sopra le 12 tonnellate. Le sanzioni per chi viola il divieto arrivano a 666 euro, con sospensione della patente e decurtazione di punti. Le associazioni di categoria, tra cui FAI, Fiap e Trasportounito, criticano la decisione, definendola un provvedimento unilaterale che penalizza il settore e aggrava le difficoltà operative. Il presidente della FAI, Paolo Uggè, ha chiesto la sospensione immediata delle sanzioni e la convocazione urgente di un tavolo di confronto. Dopo i primi giorni di applicazione del divieto, le imprese segnalano ritardi nelle consegne, code e disagi, con ripercussioni anche sulla E45. Le associazioni temono conseguenze economiche e di sicurezza, ribadendo che la sicurezza stradale non può essere perseguita a scapito della sostenibilità del trasporto. Interviene Paolo Uggè, Presidente Conftrasporto e FAI (Federazione Autotrasportatori Italiani).A2a, in 9 mesi ricavi in crescita ma cala l'utileA2a ha presentato i conti dei primi nove mesi dell'anno e il nuovo piano strategico al 2035, che prevede investimenti complessivi per 23 miliardi di euro, di cui 16 destinati alla transizione energetica e 7 all'economia circolare. Il gruppo punta alla neutralità climatica entro il 2050 e a un'espansione in nuovi mercati europei. Tuttavia, i conti trimestrali hanno deluso i mercati: a fronte di ricavi in crescita del 12% a 10,17 miliardi, il margine operativo lordo è sceso del 4% a 1,73 miliardi, l'utile operativo dell'11% a 956 milioni e l'utile netto del 19% a 581 milioni, soprattutto per la riduzione della produzione idroelettrica (-26%). Il gruppo conferma comunque le stime annuali. A2a ha inoltre costituito A2a Life Ventures, dedicata allo sviluppo di soluzioni digitali e di intelligenza artificiale, e ha siglato un PPA quindicennale con Erg per la fornitura di 2,7 TWh di energia eolica a partire dal 2027. Il 70% degli investimenti effettuati nei primi nove mesi è in linea con la tassonomia europea, rappresentando oltre la metà degli investimenti italiani conformi. Crescono anche la capacità installata delle reti elettriche (+67%) e la vendita di elettricità verde (+43%). Affrontiamo il tema proprio con Renato Mazzoncini, Ad A2a.

Investment in wind energy generated a net financial benefit of more than £100bn for energy consumers between 2010 and 2023, challenging misconceptions about the cost of the green energy transition, a new UCL study has shown. The study, published in UCL Open Environment, found that between 2010 to 2023 wind-generated energy lowered electricity bills by £14.2bn and cut the cost of natural gas by £133.3bn. When offset by the £43.2bn in green subsidies consumers paid through their bills, the net result was a reduction of £104.3bn in UK energy bills over the 13-year period. Wind power helping reduce energy bills As delegates prepare for COP30 in Brazil, the report's conclusions re-focus attention on the UK's green energy transition and challenge the argument that sustainability, affordability, and energy security are in conflict with each other. Crucially, the study's authors argue that investment in wind energy should be viewed as a public good whereby government support directly benefits consumers and industry. To assess the financial impact of wind power on the UK energy market, the researchers modelled the long-term Merit Order Effect (MOE), the mechanism by which introducing low-cost renewable energy lowers wholesale electricity prices. Unlike previous analyses, which have only considered short-term MOE, this approach considers the potential cost of constructing new gas capacity, providing a fuller picture and a more realistic reflection of how the energy market would respond over time. Models that only considered short-term MOE calculated the net benefit at just £0.9bn. In contrast, this study takes into account that had the UK continued to invest in gas instead of wind generation throughout the 2010s, demand for gas would have significantly increased and therefore led to higher prices today. However, the UK saw an expansion of wind capacity during this period from just five terra-watt hours (TWh) to 80 TWh, which was 30% of electricity generation in the UK. The study shows that this expansion of wind capacity in fact pushed gas generators out of the market and lowered electricity prices for consumers. Lead author Colm O'Shea (UCL Geography) said: "Far from being a financial burden, this study demonstrates how wind generation has consistently delivered substantial financial benefits to the UK. To put it into context, this net benefit of £104bn is larger than the additional £90bn the UK has spent on gas since 2021 as a result of rising prices related to the war in Ukraine." While good news for consumers, these lower market prices mean the wind generators themselves earn less per unit of energy, limiting their own profitability as they cannibalise their own market. The study proves that the profitability of the wind energy sector should not be seen as a measure of its financial value. Lead author Colm O'Shea said: "The simplistic assessment that the wind industry is a drag on the UK economy is deeply mistaken. It is perfectly possible for the wind industry to be consistently unprofitable without government support yet still deliver a net financial and economic benefit to the country. This study demonstrates why we should reframe our understanding of green investment from costly environmental subsidy to a high-return national investment." The study also calls into question the fairness of the current funding model. Currently, electricity users pay 100% of green subsidies used to aid the green transition but receive only 18% of the financial benefit. Meanwhile, natural gas users, who pay nothing toward wind investment, have enjoyed 82% of the benefit since 2010. Co-author Professor Mark Maslin (UCL Geography) said: "The study raises serious questions about the fairness of who funds our transition to renewables and who benefits. Right now, the biggest winners are not the investors, wind generation firms or even electricity consumers who foot the bill for subsidies - it is natural gas consumers, who benefit from reduced househol...

Anyone who has visited Norway in recent years will be struck at the advance the country has made with electric vehicles and its charging infrastructure.Should this be rolled out across Europe, EVs could consume just over 100 TWh by 2030. What will be the impact on  grids, heavy goods transport and supply chains?Listen to a discussion on the challenges faced in the electrification of transport, especially the impact that the electrification of heavy goods vehicles will have on grids. What solutions does Europe need to deploy in order to cope with the rollout of high-speed EV charging stations?Host: Richard Sverrisson - Editor-in-Chief, Montel NewsContributor: Gert Ove Mollestad - Norway Editor, Montel NewsGuests:Wenche Teigland - CEO, FountShan Tomouk - BESS and Energy Research Lead, Benchmark Minerals IntelligenceEditor: Bled MaliqiProducer: Sarah Knowles

In Deutschland leben über 60 Prozent der Bevölkerung in Mehrfamilienhäusern, so viele wie in kaum einem anderen EU-Land. Rund 3,3 Millionen Mehrfamilienhäuser gibt es hierzulande. Gleichzeitig entfällt rund ein Viertel des gesamten Endenergieverbrauchs in Deutschland auf private Haushalte, 2022 waren es etwa 630 TWh. Das Potenzial von Mehrfamilienhäusern und ihren Bewohnern, einen entscheidenden Beitrag zum Gelingen der Energiewende zu leisten, ist groß. Wie lässt sich dieses Potenzial nutzen? Darüber sprechen wir mit Axel Hoffmann, Marktmanager bei der Haager Vertriebsgesellschaft. Über Axel Hoffmann Axel Hoffmann ist seit 2018 Marktmanager bei der Hager Vertriebsgesellschaft mbH & Co. KG in Blieskastel. Nach dem Wirtschaftsingenieurstudium an der HTW Saar schloss er 2022 den Masterstudiengang Energiemanagement an der Universität Koblenz-Landau ab. Bei Hager ist er Ansprechpartner für Netzbetreiber und Experte für Mieterstrom, Wandleranlagen und die Stromversorgung im Außenbereich. Zudem ist er aktiv an Forschungsprojekten zur Umsetzung von § 14a sowie an Smart-Grid-Anwendungen beteiligt. Über Hager Als inhabergeführtes Familienunternehmen begleitet Hager Projekte vom Schalterkonzept über Energiemanagement- und Raumanschlusssysteme sowie Smart-Home-Lösungen bis hin zur Türkommunikation. Die Unternehmensgeschichte von Hager begann vor 70 Jahren mit innovativen Schaltschränken, die heute immer mehr zu Herz und Hirn von Gebäuden avancieren. Hager denkt Energieverbrauch und -produktion ganzheitlich und bietet sämtliche Komponenten, die es dafür braucht.

Dresden beerdigt grüne Träume: „Ein System, dem die Energie ausgeht“ Energie‑Realität vs. Politik: Prof. Michael Beckmann von der TU Dresden analysierte bei dem Kraftwerkstechnischen Kolloquium in Dresden in dieser Woche den 10‑Punkte‑Plan, den Wirtschaftsministerin Reiche vorgelegt hatte: geplanter Strom 900–1100 TWh, realistischer Bedarf 1400–1600 TWh, wobei der erhebliche Bedarf für KI noch nicht eingerechnet ist. „Markt‑ & systemdienlich“ sei ein Euphemismus – die Kosten tragen Netze, Speicher und gesicherte Leistung. Wasserstoff? „Wir importieren Verluste.“ Seine Empfehlung: Technologieoffenheit (inkl. Kernkraft) und ehrliche Bedarfsermittlung. Dresden beerdigt grüne Träume – jetzt das Interview bei TE. Oder: "Wer Energiepolitik gegen Physik, Markt und Realität macht, darf sich nicht wundern, wenn am Ende der Fuchs die Hühner zählt.“ Webseite: https://www.tichyseinblick.de

It's EV News Briefly for Saturday 04 October 2025, everything you need to know in less than 5 minutes if you haven't got time for the full show. Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDaily HYUNDAI CUTS 2026 IONIQ 5 PRICES https://evne.ws/4nYNNtJ FORD Q3 ELECTRIC VEHICLE SALES REPORT https://evne.ws/3KrEGDF GM SEES RECORD Q3 EV SALES IN THE U.S. https://evne.ws/4gU3Ne8 CHEVROLET EQUINOX EV RISES TO SECOND IN EV SALES https://evne.ws/4mU0165 HYUNDAI SEPTEMBER SALES SEE EV GROWTH, IONIQ 5 RECORDS https://evne.ws/48KT182 VOLKSWAGEN U.S. EV SALES RISE IN Q3 2025 https://evne.ws/48SZeie KIA EV3 TOPS 75,000 GLOBAL SALES https://evne.ws/479qyYg TESLA SUPERCHARGER NETWORK SETS QUARTERLY RECORD FOR NEW STALLS https://evne.ws/3Kww9PH SHANGHAI FACTORY ADDS FRONT BUMPER CAMERA TO TESLA MODEL 3 https://evne.ws/4o7MGYZ FIREFLY RIGHT‑HAND DRIVE SPOTTED IN UK https://evne.ws/48NmkH7 NISSAN ADDS PLUG&CHARGE VIA ELECTRIFY AMERICA https://evne.ws/3ItLiRl E.ON PILOTS TRUCK CHARGING RESERVATION SYSTEM https://evne.ws/4pVqYJo IRELAND REACHES 195,000 EVS TARGET https://evne.ws/3KSwoEM HYUNDAI CUTS 2026 IONIQ 5 PRICES Hyundai has slashed U.S. prices for the 2026 Ioniq 5 by an average of $9,155, bringing the base Standard Range RWD trim to $35,000 and improving competitiveness amidst the loss of federal tax credits. The price cut, paired with continued incentives on 2025 models, aims to keep the Ioniq 5 an attractive, fast-charging crossover with Tesla Supercharger access and over 300 miles of range. FORD Q3 ELECTRIC VEHICLE SALES REPORT Ford recorded its best-ever third quarter for electrified vehicle sales, with 85,789 units, up 19.8% year-over-year and led by a 30% rise in Mustang Mach-E and a 40% boost in F-150 Lightning deliveries in the U.S.. The only decline was seen with the E-Transit van, which dropped 85% versus the previous year. GM SEES RECORD Q3 EV SALES IN THE U.S. GM set a new U.S. record with 66,501 EV sales in Q3 and a 105% year-to-date increase, propelled by strong demand and $7,500 federal incentives. Overall, the company's 2025 sales are up 10%, with GM touting its lineup as the strongest it's ever had for both combustion and electric models. CHEVROLET EQUINOX EV RISES TO SECOND IN EV SALES The Chevrolet Equinox EV is the top-selling non-Tesla electric vehicle in the U.S., with over 25,000 Q3 sales and 52,834 for the year so far. GM is extending the $7,500 tax credit via a dealer leasing program, which should help maintain the Equinox's market position into the coming months. HYUNDAI SEPTEMBER SALES SEE EV GROWTH, IONIQ 5 RECORDS Hyundai posted a 14% rise in U.S. sales in September 2025, with the IONIQ 5 achieving a September record and EV sales up 153% year-over-year. The company reaffirmed its commitment to affordable, quality EVs and continues to increase retail sales and market share regardless of expiring incentives. VOLKSWAGEN U.S. EV SALES RISE IN Q3 2025 Volkswagen saw its U.S. EV sales rise 230% in Q3 2025 compared to the previous year, with the ID.4 and new ID. Buzz accounting for 17% of the brand's total American sales. The ID.4 grew sales by 176%, and Q3 marked the strongest year-over-year jump for any brand. KIA EV3 TOPS 75,000 GLOBAL SALES Kia's compact EV3 has sold over 75,000 units globally this year, topping EV sales in the UK and South Korea as it expands into Europe, Australia, and other regions. With competitive pricing and two battery options offering up to 375 miles of range, the EV3 is expected to reach the U.S. in 2026. TESLA SUPERCHARGER NETWORK SETS QUARTERLY RECORD FOR NEW STALLS Tesla installed 4,000 new Supercharger stalls worldwide in Q3 2025, its largest quarterly increase, and debuted a 500 kW V4 site in California. Charging demand climbed, with 54 million sessions and 1.8 TWh delivered, helping customers avoid 222.5 million gallons of petrol. SHANGHAI FACTORY ADDS FRONT BUMPER CAMERA TO TESLA MODEL 3 Tesla's Shanghai-built Model 3 now features a front bumper camera and a physical turn signal stalk, addressing driver assistance and low-speed maneuvering needs. These updates are expected to soon roll out to North America and Europe, although retrofits for existing vehicles are not yet confirmed. FIREFLY RIGHT‑HAND DRIVE SPOTTED IN UK Nio's Firefly sub-brand was seen in a right-hand drive layout in the UK, signaling its impending expansion to markets such as the UK, Australia, and New Zealand. Firefly deliveries began in Europe this August and will continue to roll out across other European countries in the coming months. NISSAN ADDS PLUG&CHARGE VIA ELECTRIFY AMERICA Nissan and Electrify America have partnered to launch Plug&Charge capability, debuting with the 2026 Nissan LEAF and expanding to additional models later. This technology will allow Nissan EVs to automatically authenticate and pay for charging, enhancing driver convenience at compatible stations. E.ON PILOTS TRUCK CHARGING RESERVATION SYSTEM E.ON is piloting a reservation system for electric truck charging, enabling drivers and logistics companies to schedule and guarantee charging stops in advance via a web app. The program starts at select sites, seeking to address planning and reliability needs for commercial EV fleets. IRELAND REACHES 195,000 EVS TARGET Ireland hit its end-2025 target of 195,000 electric vehicles ahead of schedule, with EVs now making up 18.4% of new car registrations so far this year. Government incentives and infrastructure investment have accelerated adoption and should foster a robust used EV market.

Listener Bryan Hargrove joins Jeremy to talk about his hike on the Outer Mountain Loop in Big Bend National Park in Texas.  This hike takes backpackers through the Chisos Mountains with outstanding views of the surrounding Chihuahuan Desert.  This remote part of Texas has some of the darkest skies in the contiguous United States.Discounts for TWH listeners:  10% off backpacking food at Outdoor Herbivore (discount code: TWH10P):  https://outdoorherbivore.com/  ; 20% off registration for Highlander Big Bear Lake in June 2026 (discount code TWH20):  https://www.highlanderadventure.com/en-us/big-bear-lakeQuestions, comments, and suggestions:  trailsworthhiking@gmail.com; Instagram @trailsworthhikingpodcast

Coming off the heels of NVIDIA's one hundred billion dollar investment in OpenAI, Doug and Greg Stokes discuss the current state of AI and where it's headed, as they explore the parallels between recent growth and the tech bubble of the late 90s. The conversation also touches on safe haven assets, market performance after all-time highs, exuberance indicators, and a huge college football weekend coming up.  Key Takeaways [00:17] - AI, self-driving cars, and the relation to the late 90s tech bubble [05:31] - The AI bubble isn't here yet [09:18] - Why stocks continue to reach new highs [13:46] - Indicators of exuberance [17:00] - The staggering investment going into energy and defense [20:34] - Looking at a big college football weekend View Transcript Links Derek Thompson on AI's timeline and how it relates to self-driving cars. Goldman's Total Positioning Indicator is STILL slightly underweight US equities. Yardeni: Gold as a percent of total reserves. How much is left to go? TikTok investment club Zaccardi: US data center energy consumption (TWh) and as % of total US power demand (RHS) Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener's individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener's choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.

Europa idzie w stronę drogiej energii, a Chiny i USA rozwijają atom i węgiel – zauważa prof. Malecha z Politechniki Wrocławskiej. – Transformacja oparta na redukcji CO2 to ślepy zaułek – dodaje.Donald Trump nazwał zieloną transformację największym szwindlem i miał ku temu podstawy– mówi prof. dr hab. inż. Ziemowit Malecha z Wydziału Mechaniczno-Energetycznego Politechniki Wrocławskiej. W rozmowie z Radiem Wnet ekspert tłumaczy, że były prezydent USA opierał się m.in. na raporcie Departamentu Energii Stanów Zjednoczonych.Amerykańscy naukowcy przeanalizowali dostępne dane klimatyczne i doszli do wniosku, że skutki ocieplenia nie są tak groźne, jak się przedstawia, a w niektórych aspektach mogą być wręcz korzystne.Cała transformacja opiera się na jednym paradygmacie: że musimy za wszelką cenę redukować emisję CO₂. To wymusza likwidację sprawdzonych technologii i wpycha nas w drogie, niestabilne rozwiązania– podkreśla prof. Malecha.Transformacja i migracja – dwa zagrożeniaProfesor przypomniał także, że Trump wielokrotnie łączył zieloną transformację z problemem masowej migracji, nazywając je dwoma największymi zagrożeniami dla krajów Zachodu.Część naukowców klimatycznych przedstawia migracje jako efekt zmian klimatu. Tymczasem one wynikają głównie z biedy i konfliktów. Kraje globalnego Południa nie przejmują się klimatem – tam najważniejsze jest podnoszenie dobrobytu– zauważył ekspert.Polska i Europa płacą za drogi prądZdaniem prof. Malechy, Polska i cała Unia Europejska brną w kierunku, w którym energia odnawialna będzie droga i zdestabilizuje rozwój gospodarczy. Tymczasem mocarstwa stawiające na konkurencyjność – jak Chiny, Indie czy USA – opierają swoje systemy na źródłach kopalnych i energii atomowej.Chińczycy równolegle stawiają wiatraki, ale też ogromne moce węglowe i atomowe. W efekcie Polska produkuje rocznie więcej energii z wiatru niż Chiny, a nikt nas za to nie chwali– wskazuje.Koszty rosną, bo cały system trzeba dostosować do pracy źródeł niestabilnych.Do sierpnia tego roku w Polsce nie wpuszczono do sieci około 1 TWh energii z wiatraków i paneli, bo nikt nie był w stanie jej odebrać. Za tę zmarnowaną energię i tak zapłacą podatnicy– mówi Malecha.Absurdalne projekty i ryzyko blackoutówProfesor zwraca uwagę, że pierwotnie OZE miały działać lokalnie, a dziś energia jest przesyłana na ogromne odległości.To generuje gigantyczne koszty i ryzyko blackoutów, jak ten w Hiszpanii. Niemcy posuwają się do pomysłu budowy 5 tys. km kabla z Afryki Północnej, by transportować energię słoneczną. To absurd ekonomiczny i fizyczny– ocenia.Magazyny energii – iluzja bezpieczeństwaRozwiązaniem nie są też magazyny energii.Największy budowany w Polsce magazyn bateryjny kosztuje 1,5 mld zł, a pokryje zapotrzebowanie kraju przez… minutę i 54 sekundy. To nie magazyn, tylko magazynek. I nie da się w nim przechować nadwyżek letnich na zimę– tłumaczy Malecha.Wnioski?Profesor podkreśla, że Europa zmierza w stronę drogiej i niepewnej energetyki, podczas gdy reszta świata stawia na tanie i stabilne źródła.Brniemy w kierunku, który zaburzy rozwój gospodarczy, a w imię paradygmatu redukcji CO₂ płacimy coraz więcej – za energię, za magazyny, za odszkodowania dla producentów wiatraków. To nie jest transformacja, to jest ślepy zaułek– podsumowuje.

Principle Power announces that floating offshore wind projects using the WindFloat technology have generated more than 1 terawatt-hour (TWh) of cumulative energy since WindFloat 1 was connected to the grid in 2011. This milestone demonstrates the maturity of the WindFloat designs, and the readiness of the company's 4th generation designs for commercial scale projects. The 1 TWh output includes generation from: WindFloat 1: 2 MW pilot in Portugal (2011-2016) and Scotland (2018-2020). WindFloat Atlantic: 25 MW project in operation since 2020 off the coast of Portugal. Kincardine Offshore Wind Farm: a 48 MW project in operation since 2021 off the coast of Scotland. Together, these assets have demonstrated robustness in severe Atlantic and North Sea conditions, withstanding waves of up to 20 meters and winds of up to 214 Km/h (equivalent to a Category 4 typhoon), while delivering exceptional performance. Floating offshore wind projects delivering more energy The WindFloat platforms enable maximum wind turbine generation through a combination of empirically validated features: Semisubmersible architecture, providing a stable platform that enables the system to comply with all wind turbine operational and extreme limits. A platform hull trim system that uses water ballast to counteract wind turbine-induced thrust forces, keeps the wind turbine oriented vertically (within 0-2 degrees >97% of the time), increasing energy generated by up to 2.5% versus passive platforms. A robust and redundant system architecture that is delivering an average platform availability of ~99% across the operating fleet. Julian Arrillaga Costa, Chief Executive Officer said: "Reaching the 1 TWh milestone is a clear validation of our WindFloat technology and the expert team we've built to support the design, delivery, and operation of floating wind projects worldwide. These projects have exposed us to the full range of complexity in the sector, providing valuable lessons that we are using to continuously refine and improve our technical and commercial offering. This depth of experience provides a strong foundation for delivering derisked, cost-effective commercial projects, supporting our vision of a planet powered by floating wind." Building on the experience of WindFloat Atlantic, Kincardine, and the under construction 30 MW Les Éoliennes Flottantes du Golfe du Lion (EFGL) project that will be connected to the grid later this year, Principle Power is working closely with clients, suppliers, and operators to plan the delivery of the first generation of commercial scale floating wind projects in key markets, including France, South Korea, and the UK. These projects expect to feature 12-70 wind turbines of 15-20 MW each, nearly double the rated capacity of the wind turbines installed at WindFloat Atlantic and Kincardine. The operational data and insights from the first TWh of generation provide a strong basis of confidence for customers and their financial stakeholders, demonstrating that Principle Power and its WindFloat technologies have the proven track-record to scale floating wind projects and support the global expansion of the industry. Overview of Principle Power's operating track record: 12 WindFloat units installed or under installation or decommissioned. 13?years of field operational experience and 17 project-years of cumulative operations: WindFloat 1: 2011-2016 in Portugal plus 2018-2020 in Scotland. WindFloat Atlantic: 2020-present in Portugal. Kincardine: 2021-present in Scotland. 300,000 hours of cumulative operational experience. 1 TWh global WindFloat energy generated. ~99% platform availability. 0 (zero) lost time incidents. 20 m maximum wave height encountered. 214 Km/h (59.6 m/s) maximum wind speed encountered (equivalent to category 4 typhoon). Completed tow-to-shore floating wind turbine large corrective operations at Kincardine, proving the technical feasibility of the approach and yielding lessons to optimize planning for future tow...

Os Estados Unidos passaram anos com o consumo de eletricidade praticamente estagnado. De repente, a inteligência artificial entrou em cena e mudou este quadro. O Departamento de Energia estima que os data centers, que em 2023 já consumiam cerca de 4,4% da eletricidade do país, podem chegar a algo entre 6,7% e 12% até 2028, o que equivale a 325 a 580 TWh. É muita coisa em muito pouco tempo. O problema é que não dá para erguer uma linha de transmissão de energia como quem atualiza um aplicativo. Thiago de Aragão, analista político No operador PJM, a maior malha do país, que cobre do Meio-Atlântico ao Meio-Oeste, as projeções de carga deram um salto. O relatório de 2025 fala em crescimento médio de 3,8% ao ano no pico de inverno na próxima década, um ritmo raríssimo para padrões norte-americanos e puxado por novas cargas gigantes. Não à toa, o próprio PJM abriu um processo acelerado para criar regras específicas de conexão de megacargas, em especial data centers. É a burocracia tentando correr atrás da nuvem. A dinâmica econômica também mudou. Por anos, as Big Techs compraram certificados que comprovavam que uma certa quantidade de eletricidade foi gerada a partir de fontes renováveis, (Certificados de Energia Renovável, RECs) ou através de contratos de compra e venda virtuais ou financeiros de energia a longo prazo, em que não havia entrega física; o termo de compromisso era usado para fixar um preço da energia no mercado e garantir previsibilidade financeira. Agora, a discussão é sobre lastro: contratos longos de energia física, isso é, o comprador garante a compra de uma quantidade de energia ou a produção de um parque renovável. A Microsoft, por exemplo, assinou um contrato de compra e venda de energia elétrica (PPA na sigla em inglês) de 20 anos com a Constellation, empresa americana de produção de energia de baixo carbono, para viabilizar a retomada da usina nuclear de Three Mile Island. A Meta fechou outro contrato de 20 anos com a mesma empresa para o complexo nuclear de Clinton, em Illinois. Esses arranjos não são apenas marketing de sustentabilidade; são a forma de garantir gigawatts 24/7 para operações que não podem piscar. Nem tudo, porém, é plug and play. O caso Amazon–Talen, na Pensilvânia, em que um data center foi construído colado à usina nuclear de Susquehanna, virou novela regulatória. A FERC rejeitou duas vezes o acordo de interconexão que buscava ampliar o fornecimento direto “porta a porta”, por temores de custo e impacto na rede compartilhada. A moral da história é simples: estar perto de uma usina ajuda, mas não anula as regras sobre quem paga pelo fio. Esse recado já foi ouvido em outros estados. E quem paga, afinal? Alguns estados começaram a definir tarifas e classes específicas para hipercargas. Na Virgínia, a Dominion propôs uma categoria nova de tarifa para data centers muito grandes e, em paralelo, ganhou autorização para construir uma linha de transmissão que atende apenas um hyperscale em Alexandria. A decisão gerou protestos de bairros vizinhos e revelou o óbvio: a “nuvem” tem 230 kV e passa no quintal de alguém. Demanda real e fantasma Do lado dos planejadores, há outro nó difícil: o que é demanda real e o que é “demanda fantasma”? Com a corrida por IA, desenvolvedores entram em múltiplas filas de conexão ao mesmo tempo, muitas vezes para o mesmo projeto. O resultado é um inchaço artificial dos números que pode levar a redes superdimensionadas e depois subutilizadas, e essa conta sobra para o consumidor. O Wall Street Journal contou bem essa história dos “data centers que nem existem e já assombram a rede”. No Sul, a Georgia Power redesenhou seu plano de recursos para segurar o carvão por mais tempo, investir em baterias e gás adicional e ampliar solar, tudo com um olho atento nos data centers. É uma boa síntese do momento: a transição energética continua, mas a sequência das peças mudou por causa da IA. E a nova geração de tecnologias nucleares? Os SMRs, reatores nucleares pequenos, que prometem menor investimento inicial e maior segurança, estão no radar, mas o combustível HALEU, que tem a Rússia como a única fornecedora em escala, ainda é o gargalo. A empresa americana fornecedora de combustível nuclear, Centrus, atingiu, em junho, a marca de 900 kg produzidos, um marco histórico nos EUA. Mas o Departamento de Energia dos Estados Unidos (DOE) projeta necessidade de 50 toneladas por ano até 2035. Em outras palavras, promissor, porém não no tempo dos data centers que entram em operação entre 2026 e 2028. Até lá, o que existe de nuclear “na prateleira” é estendera a vida útil e aumentar a potência licenciada dos reatores nucleares existentes, sem construir uma nova usina. Mas existem alternativas realistas para sair desta situação. A primeira delas é a velocidade frente à governança. A rede americana foi desenhada para crescer devagar, mas a IA trouxe ritmo industrial para o setor de serviços. A resposta institucional da agência federal dos Estados Unidos responsável por regular o setor de energia elétrica, a FERC, de operadores e de comissões estaduais, é tentar casar prazos de obras civis com os ciclos de investimento da nuvem. Já o operador regional de rede elétrica PJM cria trilhos específicos para grandes cargas. E é justamente isso: admitir que data center é um bicho regulatório próprio. A segunda é a adicionalidade, e não apenas a energia “verde”. PPAs que evitam o fechamento de usinas reais, como Three Mile Island, ou que financiam extensões de licença, como o caso da Meta em Clinton, têm impacto sistêmico muito maior do que certificados genéricos. É uma virada importante: a descarbonização corporativa passa a cuidar do estoque de confiabilidade do sistema, e não apenas do saldo anual de MWh limpos. A terceira é quem paga a fiação. Tarifas especiais e obrigações de investimento para novos hiperconsumidores devem deixar de ser teoria e se transformar em prática. Contratos de conexão mais rígidos, redução ou restrição da geração de energia em horas de pico e, quando fizer sentido, contribuição direta para linhas e subestações são necessários. Sem isso, a distribuição indiscriminada dos custos gera reação política, que já começou nas audiências públicas. O quarto ponto é a eficiência e a flexibilidade. Nem todo watt de IA é igual. O treinamento de modelos pode ser agendado; a inferência, nem tanto. O setor que aprender a deslocar treinamento para janelas de baixa demanda, ou para regiões com folga, vai reduzir o capex de rede e ganhar poder de barganha regulatória. Esse é o lado B menos glamouroso da IA: software de orquestração e contratos com SLAs elétricos, que garantam que o serviço entregue cumpra padrões mínimos de qualidade e desempenho. No curto prazo, o quadro será inevitavelmente misto: um pouco mais de gás para segurar o pico, nucleares antigos monetizando sua firmeza via Big Tech, solares e baterias crescendo de escala e muita obra de transmissão. A visão de fundo, porém, é de reencaixe. A rede americana sempre foi uma grande obra pública, implicitamente financiada por toda a base de consumidores. A IA está forçando um experimento de responsabilização privada pelo lastro, e isso pode ser saudável se bem regulado. O risco, claro, é o inverso: projetar para o exagero fantasma e socializar custo demais. O sinal de alerta já aparece nas projeções do DOE, que falam em até 12% da eletricidade em 2028, e nas avaliações sazonais da NERC, a entidade responsável por garantir a confiabilidade e segurança do sistema elétrico da América do Norte, que vêm registrando aumento de risco diante de picos mais altos e usinas envelhecidas. O desafio é achar o meio-termo entre subestimar a nuvem e construir para miragens. No fim das contas, a “conta de luz da IA” chega na mesma caixa de correio que a nossa.

Nuclear reactors worldwide generated 2667 TWh of electricity in 2024, beating the previous record high of 2660 TWh which was set back in 2006, according to World Nuclear Performance Report 2025. In this edition Jonathan Cobb, author of the report, outlines the key findings of the latest edition of the annual World Nuclear Association publication, which include the dominance of Asia in terms of new reactor capacity over the past decade.There is also clear evidence that reactor performance does not decline with age - the reverse can be true with modernisation, uprates and long-term operation programmes helping capacity factors reach an average of 83% across the global fleet (the capacity factor is a percentage of what the output would have been if a reactor had operated at full capacity for every moment of a year).Jonathan, who is senior programme lead, climate, at World Nuclear Association, also considers how likely it is that the record is going to be broken again in the next few years.Key links to find out more:World Nuclear NewsWorld Nuclear Performance ReportEmail newsletter:Sign up to the World Nuclear News daily or weekly news round-upsContact info:alex.hunt@world-nuclear.orgEpisode credit:  Presenter Alex Hunt. Co-produced and mixed by Pixelkisser Production

Clean Power Alliance is in its eighth year serving cities and unincorporated areas in Los Angeles and Ventura counties, providing power to over one million electric meters in 35 cities and county areas with a generating capacity of 3,400 MW. This episode of Flanigan's Eco-Logic features Ted Bardacke who has been its CEO throughout this tenure... creating the nation's largest community choice aggregator. CPA is also the nation's largest clean energy provider, and has been for the past two years. Its annual sales of 10 - 11 TWh, make it the fourth largest power provider in the State of California. Recently, it eclipsed San Diego Gas and Electric in power sales.Ted explains that CPA provides three tiers of rates, important choices for its members: About 10%of its members have selected its Lean Power rates, pricing that is about 2% less than the rates offered by Southern California Edison (SCE). Another 25% have selected the Clean Power rates that are equal in price but a better environmental product. Two-thirds of its members are on the 100% Green Power rate, paying about 6% more than they would if they were still buying power from SCE. These choices have been key to CPA's remarkably low opt-out rate (and its 93% participation rate)... meaning that members are pleased with the CPA products and have for largely have not returned to SCE.CPA is now mature and offering a suite of programs that enhance its services. Ted explains that there are two types of  programs: CPA offers programs for its member agencies that feature resilience for critical facilities as well as up to $250,000 grants for building electrification. CPA also offers a suite of customer programs... things like incentives for advanced battery energy storage and EV charger incentives. By working closely with its board of directors, Ted explains that CPA's services are locally rooted, and that CPA has a fine-grained understanding of its customers' needs.The conversation then shifts to the current presidential administration's decrees... retarding wind and solar. Fortunately CPA "resourced" its portfolio of green power early and at relatively low cost, putting the CCA in a strong financial position. But Ted explains that there is no question that the administration is changing the market for renewables... with less tax credits, policies making it harder to permit renewables, and the effects of tariffs on supply lines. Without question, these changes are impacting the "ecosystem" supporting renewables... making it harder for customers to "do the right thing" to control costs and drive down emissions. Ted notes that "California will do a good job of holding this ecosystem together" though "there will be some backsliding.'When asked about next steps for CPA, Ted flags directions including refining and expanding programs, exploring asset ownership, and working with customers to make them co-managers of electrification. Just as Californians have and will respond to water shortages, Ted wants CPA to lead a cultural shift such that electricity consumers are active participants.... driving down costs and emissions for all.

Quand on parle de production d'électricité verte, on pense souvent à la Norvège, à l'Islande ou à la Suède… Pourtant, le vrai leader mondial des énergies renouvelables, c'est la Chine. Avec 2 540 térawattheures par an produits grâce à l'hydraulique, au solaire et à l'éolien, l'Empire du Milieu surclasse tout le monde. À titre de comparaison, c'est cinq fois plus que la production totale d'électricité de la France. Un chiffre impressionnant qui s'explique par des investissements massifs dans toutes les filières énergétiques.Mais attention : si la Chine est en tête en volume, son mix énergétique reste très carboné. Le charbon représente encore 62 % de son électricité, contre seulement 15 % pour l'hydraulique, 5 % pour le solaire et 9 % pour l'éolien. Autrement dit, la part de renouvelable est encore minoritaire. Pour autant, la dynamique est forte, et la Chine est bien partie pour conserver son leadership. En 2023, à l'échelle mondiale, 320 TWh d'électricité solaire ont été ajoutés — la moitié grâce à la Chine. Côté éolien, même constat : les deux tiers des nouvelles capacités installées l'ont été sur son territoire.Derrière elle, les États-Unis restent de grands producteurs, avec un mix dominé par le gaz naturel (42 %) et le nucléaire (18 %). Les renouvelables n'y pèsent que 21 %. En Europe, le paysage est plus équilibré : gaz, nucléaire, charbon, hydraulique, éolien et solaire se partagent la production. Et alors, pourquoi continue-t-on de citer l'Islande ou la Norvège comme modèles ? Parce que leur électricité est presque totalement décarbonée. En Islande, c'est 100 % renouvelable, entre hydraulique et géothermie. En Norvège, près de 90 % d'hydroélectricité. D'autres petits pays comme le Népal ou le Paraguay font aussi figure d'exemple, en tirant plus de 99 % de leur électricité de l'hydraulique. Conclusion : la Chine est la locomotive en volume, mais les bons élèves du climat se cachent parfois… dans les petits pays montagneux. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Listener, photographer, and Youtuber, Christian Paul, returns to the show to tell us about his solo thru hike of the Teton Crest Trail in Grand Teton National Park, in Wyoming.  This trail takes hikers through one of America's most iconic mountain ranges, where hikers might encounter grizzly bears, as well as black bears.  Jeremy tells us about the beaver trapping history of the area.Christian's Youtube series about his hike of the Teton Crest Trail:  https://www.youtube.com/watch?v=YZaLA15mpOM&list=PLsu1l97U14cBKj9jvC8o32j5jrdU-Ugg3Register now for Highlander Big Bear Lake 2026 (June 23-27) with a 20% discount code for TWH listeners (TWH20):  https://www.bigbear.com/events/highlander-adventure-big-bear-lake-2/10% discount for all TWH listeners on backpacking meals at Outdoor Herbivore (TWH10P): https://outdoorherbivore.com/Questions, comments, or suggestions:  trailsworthhiking@gmail.comInstagram:  @trailsworthhikingpodcast

Pinergy in collaboration with Wood Mackenzie, the global insight business for renewables, energy and natural resources, forecast that electricity demand is projected to grow by two thirds with on-grid power generation climbing 16% by 2030 and doubling by 2050. Data centres are set to account for more than one fifth of all power demand by 2030. The 'Energy Transition Outlook: Ireland' report launched today, tracks Ireland's performance on the energy transition journey and highlights the critical role that renewables and electrification must play in the country's energy transformation. The report warns however that current progress is insufficient to meet key energy targets and action is now required to address the widening investment and delivery gaps. As Ireland works to reduce its reliance on fossil fuels, the country must shift to an energy system powered by low-carbon energy sources in order to progress towards legally binding net zero targets set for 2050. "Ireland's energy transition is at a crossroads and we must invest in our future," said Enda Gunnell, CEO at Pinergy. "We've set ambitious goals and commitments, but this report makes it clear we must move from aspiration to urgent, tangible action. The time for deliberation is over. We welcome the planned €3.5bn investment announced in the revised National Development Plan, earmarked for Ireland's electricity grid infrastructure. This funding will be critical in order to make the necessary infrastructure investments now required." He continued: "A successful energy transition will not only reduce our carbon emissions and protect our environment, but it will also create new jobs, boost our economy, and enhance our energy security". Key Findings: Electricity Demand Surge: By 2050, electricity demand is set to grow by two thirds, reaching 59 TWh. This will be driven in the short term by the needs of data centres. In the long term, electricity demand growth will be fuelled by changing consumer behaviour towards low-carbon choices, particularly through EV adoption and electrification of heating systems in residential and commercial buildings. Data Centre Impact: Data centres are projected to consume 8.6 TWh of electricity from the grid by 2030, accelerated by the demands and use of artificial intelligence. This energy consumption is equivalent to powering two million homes, placing significant strain on the grid. However, as the grid capacity increases and the electrification of heat & transport intensifies, the share of total power demand for data centres is expected to fall to 16% by 2050. Renewable Electricity Success: Renewables are on track but at risk following delays to capacity buildout. The 'Energy Transition Outlook - Ireland' report forecasts a contribution of 80% of generated electricity by 2030, climbing to 93% by 2050, with wind alone accounting for 77%. This progress will be enabled by a forecasted 56% increase in onshore wind supply and a 166% rise in solar power supply compared to current levels. Offshore Wind Shortfall: Ireland is projected to fall 4GW short of its 5GW offshore wind target by 2030 as projects suffer delays and cancellations. EV and Heat Pump Adoption Lagging: While EV adoption is on course to meet 2025 goals, Ireland is falling short of 2030 EV targets by 35%. In order to meet our EV targets, this report predicts we need to accelerate our adoption rate by 54%. Heat pump adoption is 68% behind 2030 targets, equivalent to 461,000 units, and lagging other European countries. Ireland Becomes Net Exporter Of Electricity: Assuming offshore wind delivery and planned new interconnectors, Ireland has potential to become a net exporter of electricity by 2030. Benchmarking Against Other Countries: While Ireland is placed 20th for renewables in electricity among the most advanced economies, it is expected to move to 11th place overall in 2030. However, without adjustments for delays in offshore wind projects, original predictions had placed Ireland ...

L'intelligence artificielle et le numérique révolutionnent notre quotidien, mais à quel prix pour la planète ?Dans cet épisode de Soluble(s), Tristan Nitot, pionnier du logiciel libre et directeur associé chez Octo Technology, dévoile la face cachée de nos ordinateurs, smartphones et data centers.En France, le numérique pèse déjà 4,4 % de l'empreinte carbone nationale et 11 % de la consommation électrique, dépassant l'aviation civile. « L'essentiel de l'impact, il est généré bien avant que votre ordinateur ou votre smartphone n'arrive entre vos mains », rappelle Tristan Nitot.[ Lire l'article complet : https://csoluble.media/epsode/ia-et-numerique-peut-on-innover-sans-aggraver-le-changement-climatique ]L'essor fulgurant de l'IA, adoptée par 39 % des Français, accélère la demande énergétique : les data centers IA consomment 4 à 5 fois plus que les classiques, et leur consommation mondiale pourrait atteindre 1 000 TWh d'ici 2026.Malgré l'atout d'une électricité française très décarbonée, la multiplication des data centers soulève la question de la soutenabilité, surtout lors des pics de chaleur.Face à cette trajectoire insoutenable, Tristan Nitot propose une révolution : la loi d'erooM.Optimiser les logiciels pour prolonger la durée de vie des appareils et réduire l'empreinte du numérique, plutôt que de céder à la course au renouvellement. Pour lui, la sobriété numérique est un défi collectif, mais chacun peut agir : limiter l'usage de l'IA aux vrais besoins et garder ses équipements le plus longtemps possible.Écoutez !POUR ALLER PLUS LOINConsulter le blog de Tristan Nitot : https://www.standblog.org/blog/ Écouter le podcast “L'Octet Vert” : https://www.standblog.org/blog/category/podcast Le média Frugarilla : https://frugarilla.fr/ TIMECODES00:00 Introduction : Le numérique, l'IA et leurs impacts écologiques.01:43 Parcours de Tristan Nitot et son intérêt pour le numérique plus vert. 04:10 Prise de conscience de l'impact climatique du numérique. 08:03 Impact mondial du numérique sur les émissions de gaz à effet de serre. 10:55 L'impact environnemental et social de la fabrication des appareils.14:03 L'impact de l'IA générative sur la consommation énergétique des data centers. 17:53 La France et sa production électrique décarbonée face à la course à l'énergie de l'IA.20:17 La loi d'erooM et l'optimisation des logiciels pour réduire l'empreinte carbone. 30:10 L'espoir d'un numérique plus soutenable grâce aux développeurs et aux changements de pratiques.32:13 Conseils pour réduire son empreinte numérique personnelle. 33:57 Conclusion et ressources supplémentaires.35:20 Merci à Tristan Nitot !Si l'épisode vous a plu notez-le 5 étoiles sur Apple Podcasts ou Spotify et abonnez-vous !Je vous remercie, à bientôt !Simon Icard Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Mariano Guerenstein, Subdirector de clientes institucionales y ventas de J. Safra Sarasin AM, pone el foco en las infraestructuras energéticas y dónde encontrar valor en el segundo tramo del año. Con él analizamos también los metales estratégicos. “La realidad es que estamos viviendo en un mundo que se está electrificando”, asegura el experto. Además, añade que cuando se habla de transición ecológica “hablamos de algo abstracto pero la realidad es que nos acompaña cada día en el móvil, en la luz, en el aire acondicionado”. Para él, uno de los principales problemas que vemos en la actualidad es que “el mundo no está preparado para cumplir con la demanda que se está generando en ese proceso de electrificación”. Según la Agencia Internacional de la Energía, La demanda energética global total (de energía primaria) alcanzó en 2024 aproximadamente 650 EJ (exajulios), reflejando un crecimiento del 2,2 % frente a 2023. En términos de electricidad (solo el consumo eléctrico, que es un subconjunto de esa energía total), en 2024 se consumieron cerca de 31 150 TWh, un aumento del 4,2 % respecto a 2023 . Sobre los metales estratégicos, el problema para el Subdirector de clientes institucionales y ventas de J. Safra Sarasin AM, es que son “los metales que son necesarios para que las infraestructuras, no están preparados para la velocidad que está creciendo esta demanda”. La electricidad está presente de forma constante desde que nos levantamos hasta que nos acostamos. El apagón del pasado 28 de abril, que duró en algunas zonas hasta 24 horas, nos hizo replantearnos nuestra forma de consumo de electricidad. ¿Cuáles son los minerales estratégicos que están detrás de esa transición ecológica? El invitado nos cuenta que “básicamente están el litio, el cobalto, el níquel, aluminio pero sobre todo el cobre”. Más allá de la demanda, el experto apunta que otros problemas son “la energía que requiere la inteligencia artificial o la electrificación de vehículos”.

The Angry Clean Energy Guy on the space race of this century: becoming a solar superpower. Humanity is moving into an unprecedented era of energy super-abundance which is going to be all about harnessing terawatts of solar energy; TW-scale solar manufacturing and TWh-scale battery manufacturing. After all, total energy consumption globally today is about 16TW, while right above our heads the Sun is delivering 173,000 TW of energy to Earth continuously, over 10,000 times greater than what we are currently using. And it's all there for the taking by those countries that achieve solar superpower status - with almost any and all countries in contention. The global order is on its way to be potentially dramatically re-shuffled.

Selon RTE, la production d'énergies renouvelables devrait passer de 120 TWh en 2023 à 270, voire 320 TWh en 2035. Cela demande de mieux adapter le réseau et les solutions de stockage électriques afin qu'ils soient plus flexibles. Pour cela, le gestionnaire de transport d'électricité prévoit un besoin d'investissement de 100 milliards d'euros. ----------------------------------------------------------------------- SMART IMPACT - Le magazine de l'économie durable et responsable SMART IMPACT, votre émission dédiée à la RSE et à la transition écologique des entreprises. Découvrez des actions inspirantes, des solutions innovantes et rencontrez les leaders du changement.

Selon RTE, la production d'énergies renouvelables devrait passer de 120 TWh en 2023 à 270, voire 320 TWh en 2035. Cela demande de mieux adapter le réseau et les solutions de stockage électriques afin qu'ils soient plus flexibles. Pour cela, le gestionnaire de transport d'électricité prévoit un besoin d'investissement de 100 milliards d'euros.-----------------------------------------------------------------------SMART IMPACT - Le magazine de l'économie durable et responsableSMART IMPACT, votre émission dédiée à la RSE et à la transition écologique des entreprises. Découvrez des actions inspirantes, des solutions innovantes et rencontrez les leaders du changement.

With Republicans sabotaging renewables and Democrats bound to push out fossil fuels, nuclear stands to benefit as the 'least interfered with' option. President Trump has signed a new EO upping the Biden 2050 target of 200 GW, to 400 GW of nuclear power - to include 10 constructions beginning by 2030, and this is backed by data center hyperscalers, which combine massive future electricity demand growth and the necessary private funds to support nuclear projects. California curtailed almost 1 TWh of wind and solar in the month of April, even as batteries ramp up to discharge 10 GW each evening.The China Hydropower Research Institute has released a sweeping report into renewable energy capex - in which the most surprising finding is that compressed-air energy storage is cheaper upfront than lithium energy storage batteries, if there's a natural salt cavern to use - and scarcely more expensive even with artificial excavation.

In this episode of The Hydrogen Podcast, we break down three massive hydrogen breakthroughs from around the world:

El coche más importante de Tesla tiene que resucitar a la empresa, y a Elon Musk parece que no le importa nada. Repasamos rápidamente el nuevo Model Y de Tesla, sus características, cambios y la gran diferencia entre su presentación y la del Cybertruck. Analizamos a fondo las ventas de Tesla en Europa y cómo la competencia está afectando el mercado de coches eléctricos, comentamos los desafíos y el crecimiento de Tesla en el mercado europeo y global, así como la competencia que enfrenta de marcas chinas. - Tesla's Model Y Refresh - The Little Things - Photos: 2025 Tesla Model Y | Motor1.com - The new Tesla Model Y refresh will be the first S3XY model ever to feature a powered frunk! - x.com/TroyTeslike/status/1877354877883486452 - Tesla receives 50,000 orders for new Model Y on first day, report says | Electrek - Electric Vehicle registrations in Europe: 15 countries, majority of BEV market - Electric Vehicle registrations in Europe: 15 countries, majority of BEV market - Max de Zegher on X: "Wild that with 1k new locations this year, @TeslaCharging is one of the fastest growing tenants and real estate dealmakers in the world. With 5.2 TWh (and growing ~30% YoY) also quickly becoming one of the largest corporate energy users. The CO2 and gasoline that we're offsetting" / X - Huawei unveils unmanned EV charging robotic arm [video] - El youtuber más famoso y fanático de Tesla y de Apple se compró una Cybertruck, pero la vendió a los 9 meses: "Prefiero una Rivian" - Big Tech Alert on X: "

This week,Decouple Germany correspondent Noah Rettberg, a physics laboratory technician and precision machinist, talks about the potential to restart German nuclear reactors. Anew analysis from Radiant Energy Group examines Germany's potential to redeploy nuclear power using its existing reactor fleet. Through assessment of recently shuttered reactors, their report suggests Germany could restore up to 13 gigawatts of nuclear power to the European grid within eight years – potentially at much lower costs and faster speeds than new construction. As Germany's electricity imports have risen sharply – from 9 TWh in 2023 to 25 TWh by late 2024 – and its economy faces headwinds, the country's nuclear infrastructure might offer a path forward if the political will appears.

The rapid rise of data centers has put many power industry demand forecasters on edge. Some predict the power-hungry nature of the facilities will quickly create problems for utilities and the grid. ICIS, a data analytics provider, calculates that in 2024, demand from data centers in Europe accounted for 96 TWh, or 3.1% of total power demand. “Now, you could say it's not a lot—3%—it's just a marginal size, but I'm going to spice it up a bit with two additional layers,” Matteo Mazzoni, director of Energy Analytics at ICIS, said as a guest on The POWER Podcast. “One is: that power demand is very consolidated in just a small subset of countries. So, five countries account of over 60% of that European power demand. And within those five countries, which are the usual suspects in terms of Germany, France, the UK, Ireland, and Netherlands, half of that consumption is located in the FLAP-D market, which sounds like a fancy new coffee, but in reality is just five big cities: Frankfurt, London, Amsterdam, Paris, and Dublin.” Predicting where and how data center demand will grow in the future is challenging, however, especially when looking out more than a few years. “What we've tried to do with our research is to divide it into two main time frames,” Mazzoni explained. “The next three to five years, where we see our forecast being relatively accurate because we looked at the development of new data centers, where they are being built, and all the information that are currently available. And, then, what might happen past 2030, which is a little bit more uncertain given how fast technology is developing and all that is happening on the AI [artificial intelligence] front.” Based on its research, ICIS expects European data center power demand to grow 75% by 2030, to 168 TWh. “It's going to be a lot of the same,” Mazzoni predicted. “So, those big centers—those big cities—are still set to attract most of the additional data center consumption, but we see the emergence of also new interesting markets, like the Nordics and to a certain extent also southern Europe with Iberia [especially Spain] being an interesting market.” Yet, there is still a fair amount of uncertainty around demand projections. Advances in liquid cooling methods will likely reduce data center power usage. That's because liquid cooling offers more efficient heat dissipation, which translates directly into lower electricity consumption. Additionally, there are opportunities for further improvement in power usage effectiveness (PUE), which is a widely used data center energy efficiency metric. At the global level, the average PUE has decreased from 2.5 in 2007 to a current average of 1.56, according to the ICIS report. However, new facilities consistently achieve a PUE of 1.3 and sometimes much better. Google, which has many state-of-the-art and highly efficient data centers, reported a global average PUE of 1.09 for its facilities over the last year. Said Mazzoni, “An expert in the field told us when we were doing our research, when tech moves out of the equation and you have energy engineers stepping in, you start to see that a lot of efficiency improvements will come, and demand will inevitably fall.” Thus, data center load growth projections should be taken with a grain of salt. “The forecast that we have beyond 2030 will need to be revised,” Mazzoni predicted. “If we look at the history of the past 20 years—all analysts and all forecasts around load growth—they all overshoot what eventually happened. The first time it happened when the internet arrived—there was obviously great expectations—and then EVs, electric vehicles, and then heat pumps. But if we look at, for example, last year—2024—European power demand was up by 1.3%, U.S. power demand was up by 1.8%, and probably weather was the main driver behind that growth.”

Munster Technological University's Department of Electrical and Electronic Engineering hosted the first national PowerGRID2025 conference in the Bishopstown Campus last week. The event attracted 100 registered delegates from a wide range of power industries, technology and energy sectors to explore the challenges and opportunities of an evolving power grid. The high attendance reflects the importance of innovation and digitisation required for Ireland's grid infrastructure upgrade that is essential for the state to meet its energy transition goals. The power grid is undergoing a monumental transformation to meet growing electricity demands while supporting ambitious climate action goals. The goals include: Targeting a 51% reduction in emissions by 2030 through the Climate Action Plan. Increasing Ireland's power system from 75% integration of renewable energy sources will increase this to 95% by 2030. Ensure the modernised power grid must also support a projected increase in Irish electricity demand from 33 terawatt hours (TWh) in 2022 to 56 TWh by 2030 and 80TWh in 2050. To support this growth the electricity grid requires significant upgrades with a growing need for skilled professionals in designing, developing, and operating modern grid systems. MTU, with the support of industrial partners, has heavily invested in its power engineering training facilities, and the first graduate class from the MTU, Springboard Supported Postgraduate Certificate in Smart Sustainable Power Engineering, presented their work at the conference. This upskilling comes at a critical time as the digital technologies in modern grid and substation design require engineers to span both electronic, communication, cybersecurity and electrical engineering domains at a level not previously supported in university programmes. Commenting on the event, Ross Kelly, H&MV, said, "The skills needed to engineer a modern digital substation are so broad that no one person could know it all, so a new role is needed for a system integrator. This person needs to know a little bit about power systems, AC/DC, Battery/UPS, primary and secondary equipment, SCADA, protection schemes, networking, cyber and Level 3 and 4 commissioning.." Applications for the 2025 delivery of this programme are now open at https://springboardcourses.ie/details/13707.

We speak with Paul Tyrer, Global VP of IT Channel Ecosystem, Schneider Electric about the impact of AI on Data Centers in the coming years. Generative AI is expected to grow by US$158.6 billion by 2028, according to #canalys The growth of AI presents data center companies with opportunities to innovate, expand their service offerings, and cater to the evolving needs of AI-driven applications and enterprises. However, it also comes at a cost. Global data center capacity is projected to grow by over 120 GW by 2030, fuelled by AI demand, with energy consumption expected to double to ~1,400 TWh, compared to 1% of today's total. This growth outpaces current power demand trends, posing capacity and sustainability challenges. It requires data center companies to adapt in order to meet the evolving power needs of AI-driven applications effectively and sustainably.Recorded by MySecurity Media as media partners to the Canalys APAC Forum, Bali, 2-4 December 2024.#mysecuritytv #ai #datacenter #datacentre #schneiderelectric #canalys

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureGermany is now struggling, they are telling their people not to use so much gas. Germany is facing a very long recession. Biden preparing to ban off shore drilling. Trump sends out a message, we will be moving away from income tax and moving back tariffs. The [DS] sent a message to Trump and Elon. They are now planning to push chaos across the country. From the very beginning the [DS] knew they couldn't cheat in the election with [KH]. The [DS] events are now planned for before the inauguration and after. The [DS] used these two events as a distraction, they are now casing the stadium where the Super Bowl will be held. Sum of all Fears. This will strengthen Trump and the people will be behind him, even the D's.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy German energy official asks citizens to save gas  German households and businesses should save gas to avoid shortages, the country's energy regulator, the Federal Network Agency, has requested, Die Welt reported on Wednesday. According to an analysis by the agency, the country has been consuming significantly more gas this heating season than last year. The agency said total gas consumption in Germany rose by 5.8% from October to December 2024 against the same period the previous year, to 246 terawatt-hours (TWh). Industries recorded an increase in consumption of 9.1% compared to 2023, while the increase in households and businesses was more modest at 1.9%, the report noted. Source: rt.com https://twitter.com/disclosetv/status/1874803111015158123 https://twitter.com/disclosetv/status/1874864489264533821   https://twitter.com/KobeissiLetter/status/1874574095104295155  December 2012. Furthermore, delinquency rates on these loans are rising twice as fast as during the 2008 Financial Crisis. Overall, there were more than $2 billion in office loans that became newly delinquent in December 2024. The commercial real estate crisis is worsening.  https://twitter.com/DC_Draino/status/1874553952907436269  Political/Rights https://twitter.com/libsoftiktok/status/1874635685992583442 https://twitter.com/elonmusk/status/1874670277973713293 https://twitter.com/elonmusk/status/1874664089894695221     Geopolitical/Police State BREAKING: Mass Shooting Reported at New York Nightclub — At Least Eleven People Hurt  A mass shooting has been reported at a nightclub in Queens, New York. While details about the attack still remain scarce, it is said to have taken place at the Amazura event hall located near Jamaica Long Island Rail Road station. New York Metro reports: Law enforcement sources said the gunfire erupted near the Amazura event hall at 91-12 144th Place in Jamaica, within the confines of the 103rd Precinct, at about 11:20 p.m. on Jan. 1. At least three individuals wounded in the shooting walked into a local hospital seeking treatment, sources familiar with the investigation said.   The attack took place hours after the city of New Orleans was subject to an Islamist terror attack in which 16 people were killed by a car ramming. Source: thegatewaypundit.com War https://twitter.com/WallStreetMav/status/1874772626469724655 Cyber Attacks False Flags https://twitter.com/disclosetv/status/1874855734124687532 Did they just send out a message that it's time for the plandemic.  https://twitter.com/McCulloughFund/status/1874595028963590377  hospitalizations or deaths. Conjunctivitis was seen in 93% of cases.

Jonathan Malone of Wilderness Journeys joins Jeremy to talk about the Northville-Placid Trail in the Adirondacks of upstate New York.  This 138-mile trail takes hikers deep into the forested wilderness of New York for a grand adventure that is only a few hours drive away from New York City.  Jeremy tells us about the history of the Adirondacks and the trail, which is celebrating its 100th anniversary in 2024.Wilderness Journeys:  https://www.wildernessjourneys.org/TWH meal kit on Outdoor Herbivore:  https://outdoorherbivore.com/trails-worth-hiking-ct-combo/Questions, comments, or suggestions:  trailsworthhiking@gmail.comInstagram:  @trailsworthhikingpodcast

En cette période de fêtes, pendant que certains se demandent combien de guirlandes ajouter au sapin, d'autres s'interrogent sur comment garder les lumières allumées toute l'année. Comment décarboner: sobriété, nucléaire, renouvelables, des choix aussi cruciaux que le menu du réveillon ! Et ça tombe bien, une note du Shift sur la souveraineté énergétique sort du four. Jean-Marc Jancovici et Alexandre Barré vous en parle.La note en en intégralité c'est ici: https://theshiftproject.org/article/souverainete-energetique-renouvelables-nucleaire-sobriete/PS: dans les interviews, Jean-Marc et Alexandre ne donnent pas tout à fait les mêmes chiffres sur l'empreinte énergétique. Vous pouvez retenir qu'entre 2000 et 2500 TWh en énergie finale (principalement à base d'énergies fossiles) sont nécessaires chaque année pour assurer le mode de vie des Françaises et des Français.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Munster Technological University (MTU), in collaboration with H&MV Engineering who delivers High Voltage design, engineering and construction services with a specialised focus in data centres, renewables, utility, commercial and industrial sectors and ABB, a global technology leader in electrification and automation, has launched a Digital Substation in the Power Academy Lab of MTU's Bishopstown campus. The investment of the Digital Substation is part of H&MV Engineering's and ABB limited sponsorship, worth more than €200,000, aims to further develop the training and research capacity of Ireland's grid infrastructure. The introduction of Digital Substations as part of Ireland's grid infrastructure upgrade is essential for the state to meet its energy transition goals, which targets becoming carbon neutral by mid-century with an interim target of 51% reduction in emissions by 2030 through the Climate Action Plan 2023. (Cap2024). Ireland's power system has achieved 75% integration of renewable energy sources and plans to increase this to 95% by 2030, highlighting the importance of state-of-the-art grid technologies. Irish electricity demand is also increasing rapidly with increased population, industry and data centre consumption and the transition to electric heating and transport. Total demand is projected to rise from 33 terawatt hours (TWh) in 2022 to 56 TWh by 2030 and 80TWh in 2050. To support this growth the electricity grid requires significant upgrades with a growing need for skilled professionals in designing, developing, and operating modern grid systems. The introduction of the Digital Substation at MTU as part of a joint ABB/H&MV investment positions MTU to upskill industry professionals from all sectors of the power engineering sector, including generation, distribution, transmission, and consumption to design, develop, commission, and operate the grid infrastructure required for the country's future development. Commenting on the investment, Dr Martin Hill, Head of the Department of Electrical and Electronic Engineering, stated that the industry support came at a critical time as the digital technologies in modern substation design required engineers to span both electronic, communication and electrical engineering domains at a level not previously supported in university programmes. This equipment allows students to work in an industry-standard environment with the current and future generations of smart grid protection equipment. MTU will demonstrate the panel operation with practical workshops on digital substation testing at the national PowerGRID 2025 conference in MTU in January 2025. www.powergrid.ie. The deadline for submission for MTU's "Smart Sustainable Power Engineering" course is January 25th, 2025. For more information, visit www.mtu.ie/courses/cresspe9/

Le système d'échange d'énergie électrique ouest-africain (WAPP) a été créé il y a 25 ans par la Cédéao. Objectif : créer un marché commun de l'électricité pour permettre aux gros producteurs de courant de fournir les États moins bien lotis. S'ils génèrent encore peu d'électricité (91 TWH en 2023), les 14 pays concernés sont interconnectés et forment désormais un réseau électrique unique. Une vingtaine d'interconnexions sont aujourd'hui opérationnelles en Afrique de l'Ouest : 5 700 km de lignes à haute tension de 225 000 à 330 000 volts, mises en service entre 2007 et 2023. Avec pour objectif de faire baisser les prix, mais pas seulement : « Ceci permet d'avoir un marché beaucoup plus important pour les investisseurs, souligne Mamadou Alpha Sylla, responsable guinéen du WAPP (West African Power Pool ou Système d'échange d'énergie électrique ouest-africain). Mais aussi d'avoir un réseau beaucoup plus robuste et résilient et un accès à une énergie électrique beaucoup plus compétitive. Cela a un impact sur nos économies, l'accès à une énergie fiable et abordable est un facteur essentiel pour le développement économique de nos États ».23 000 km de lignes en 2033 ?Parmi les interconnexions mises en service en fin d'année dernière figurent celles de l'Organisation de mise en valeur du fleuve Gambie (OMVG). Les quatre États-membres - la Guinée, le Sénégal, la Gambie et Bissau -, sont désormais reliés. Mais cela a eu un effet inattendu. La demande d'électricité a bondi dans la région sénégalaise de Tambacounda, bien plus qu'anticipé initialement, signe d'une fourniture plus stable d'énergie sur le réseau électrique et par conséquent d'une moindre utilisation des groupes électrogènes, d'après l'un des responsables du projet.Autre progrès selon cet expert : la Guinée-Bissau ne dépend plus du seul navire Metin Bey, la centrale thermique flottante du groupe turc Karpowership, réputée coûteuse et génératrice d'émissions de CO2.D'après son programme 2019-2033, le WAPP espère construire 23 000 kilomètres de lignes haute tension au total pour fiabiliser le réseau pour un coût estimé de 10 milliards de dollars américains. Pour cela, l'agence compte sur des financements de bailleurs de fonds internationaux, comme la Banque mondiale, la Banque africaine de développement ou l'Agence française de développement.Divisions diplomatiques et insécuritéPlusieurs interconnexions projetées ou bientôt mises en service passent par le Sahel, telles que la « Dorsale Nord », du Nigeria au Burkina Faso en passant par le Niger; la « Dorsale Trans-sahélienne » qui reliera, à terme, la Mauritanie au Tchad; l'interconnexion Ghana - Burkina Faso - Mali ou encore l'interconnexion Côte d'Ivoire - Burkina. Mais selon les experts du système d'échange d'énergie électrique, les relations actuellement complexes entre la Cédéao et l'Alliance des États du Sahel créée par les autorités de Bamako, Niamey et Ouagadougou, constituent un frein potentiel à leur développement. À cela s'ajoute l'insécurité dans la zone. « Il faut que les personnels en charge de l'installation soient en sécurité et ne soient pas victimes de terroristes », observe Serge Dioman, spécialiste du secteur de l'énergie. C'est délicat pour le WAPP d'évoluer correctement quand on est dans cette situation. »Produire plus de courantAu-delà des interconnexions, la production d'électricité est l'autre priorité du WAPP. La capacité installée dans la zone est actuellement de 27 gigawatts et est située à 48% au Nigeria. À moyen-terme, l'agence a donc pour objectif la construction d'une quarantaine de centrales pour la plupart des parcs solaires, éoliens ou des usines hydroélectriques. Un chantier de 26 milliards de dollars qui permettrait, sur le papier, à l'Afrique de l'Ouest de bénéficier de 16 gigawatts supplémentaires de capacité installée d'ici 2033.

Nvidia lança IA que cria vozes e sons a partir de texto A Nvidia apresentou uma nova IA, Fugatto, capaz de gerar vozes, músicas e efeitos sonoros personalizados a partir de texto. A ferramenta utiliza modelos avançados de aprendizado de máquina para criar áudio em alta qualidade, atendendo a indústrias como cinema, publicidade e até games. Além de modificar vozes existentes, a IA pode criar composições musicais e sons inéditos, permitindo que criadores de conteúdo experimentem novas possibilidades artísticas. A plataforma ainda não está aberta ao público  Tensão entre Holywood e IA  Modelos de IA como esses vão ajudar – e muito – estúdios e produções de cinema, contudo ainda há uma tensão na relação do mundo da tecnologia com as produções de Hollywood. Vale lembrar que a atriz Scarlett Johansson já acusou a OpenAI de imitar a sua voz, e após essa acusação, muitos se questionam sobre os limites das produções e interações com inteligência artificial.  Escassez de energia limitará data centers de IA no futuro O Gartner divulgou um relatório que aponta que o crescimento da demanda por data centers para inteligência artificial não está sendo acompanhado pela produção de energia. Segundo o relatório, 40% dos data centers de IA existentes estarão operacionalmente limitados pela disponibilidade de energia até 2027. O consumo de terawatts-hora (TWh) pelos data centers de IA dobrou de 2022 para 2023, e deve aumentar de forma incremental nos próximos anos, chegando a cerca de 500 TWh em 2027, volume que representa 2,6 vezes mais do que o nível de 2023.  O crescimento explosivo dos data centers e hyperscalers de IA está criando uma demanda “insaciável” por energia que irá superar a habilidade dos provedores de utilities de expandirem sua capacidade de atendimento. Isso ameaça desestabilizar a disponibilidade de energia e levar à escassez, o que limitará o crescimento de novos data centers para GenAI e outros usos a partir de 2026 Qual a solução? A sugestão dos especialistas é que as empresas avaliem os planos futuros, antecipando custos de energia mais altos, e negociem contratos de longo prazo para serviços de data center com taxas razoáveis de energia. As empresas também devem considerar aumentos significativos nos custos ao desenvolver planos para novos produtos e serviços, além de buscar abordagens alternativas que exijam menos energia.  Blip considera IPO após expansão global e investimentos A Blip está avaliando uma possível abertura de capital (IPO) após o aporte de US$ 60 milhões liderado pelo SoftBank e a Microsoft que já comentamos aqui pelo Morse! A companhia vem trabalhando para atender a todas as exigências do mercado de capitais norte-americano no que diz respeito a governança e transparência de processos. O objetivo é estar pronta no primeiro semestre de 2025 e então aguardar por uma janela do mercado propícia para o lançamento das ações. Em 2020/2021 era preciso uma receita acima de US$ 150 milhões para um IPO bem sucedido. Hoje o nível está próximo de US$ 300 milhões e a Blip ainda não chegou lá, mas está trabalhando para isso.  Zemo Bank capta R$ 2 milhões para se tornar banco digital B2B A fintech oferece soluções financeiras para pagamentos e fluxo de caixa para fornecedores de grandes empresas. O aporte servirá para fortalecer a presença da companhia no disputado mercado de bancos B2B – onde nomes “pesados” como Cora e Stark Bank competem. De acordo com a fintech, a injeção de capital ampliará sua capacidade tecnológica e de infraestrutura financeira para competir nesse segmento. WhatsApp no Brasil perde função de pagamentos em dezembro A opção de pagamento com cartão de débito no Whatsapp será desativada em dezembro. Com isso, os adeptos do mecanismo de pagamentos terão de recorrer a outras opções, como o Pix diretamente no mensageiro. A medida vale para o mercado brasileiro. De acordo com a empresa, o serviço WhatsApp Pagamentos será mantido. A função Pagamentos foi anunciada em junho de 2020, mas só chegou de fato ao aplicativo após liberação das autoridades, em abril de 2023. Instagram lança recurso de compartilhamento de localização O Instagram lançou um recurso que permite o compartilhamento de localização em tempo real entre amigos. A funcionalidade busca aumentar o engajamento na plataforma, especialmente entre o público jovem, ao oferecer uma nova forma de interação social. Essa funcionalidade está disponível apenas em alguns países até o momento, embora a rede social não tenha dito exatamente quais. A Amazon anunciou um novo aporte de US$ 4 bilhões na startup Anthropic Com essa estratégia, a empresa reforça o compromisso de se tornar uma das líderes no desenvolvimento de soluções tecnológicas baseadas em IA, intensificando a concorrência com grandes players do setor. A Anthropic, conhecida por sua atuação no campo da IA generativa, vem atraindo a atenção de gigantes da tecnologia. A startup se destacou pelo desenvolvimento de modelos avançados de IA que permitem soluções mais ágeis e precisas em áreas como processamento de linguagem natural e aprendizado de máquina. Com a injeção financeira da Amazon, a Anthropic busca expandir suas operações, explorar novos mercados e acelerar o desenvolvimento de tecnologias. E falando em Anthropic…  Anthropic propõe integração de dados com chatbots de IA A Anthropic lançou o Model Context Protocol (MCP), um padrão de código aberto para conectar assistentes de IA a sistemas onde os dados estão armazenados. O modelo facilita a criação de conexões bidirecionais entre fontes de dados e aplicativos baseados em IA, como chatbots. Com isso, os desenvolvedores podem configurar servidores MCP para expor dados e criar clientes MCP, como fluxos de trabalho e apps, que acessam essas informações sob demanda. Segundo a Anthropic, a iniciativa visa superar as limitações causadas pelos silos de dados e sistemas legados, permitindo a escalabilidade de sistemas realmente conectados e otimizados. Neuralink recebe aval para testar chip cerebral no Canadá A tecnologia promete ajudar pacientes com paralisia e condições neurológicas a recuperar movimentos e funções motoras. A startup de chips cerebrais informou que o estudo canadense tem como objetivo avaliar a segurança e a funcionalidade inicial do implante, que permite que pessoas com tetraplegia, ou paralisia de todos os quatro membros, controlem dispositivos externos com o pensamento. Nos Estados Unidos, a Neuralink já implantou o dispositivo em dois pacientes. A empresa afirma que o dispositivo está funcionando bem no segundo paciente do teste, que o tem usado para jogar videogames e aprender a projetar objetos em 3D.See omnystudio.com/listener for privacy information.

Conscients de l'impact négatif des énergies fossiles sur l'environnement, les Français semblent de plus en plus favorables à l'énergie d'origine solaire. En 2022, 21 térawattheures (TWh) étaient produits de cette manière, soit une augmentation de 31 % par rapport à l'année précédente. Mais l'installation de panneaux solaires, qui captent les rayons du Soleil, pourrait avoir un effet inattendu. C'est du moins ce que révèle une récente étude, publiée par des chercheurs indiens. Si l'on en croit ses conclusions, la pose de panneaux photovoltaïques sur l'ensemble des toits d'une ville provoquerait une hausse d'environ 1,5°C de la température diurne. Elle pourrait même aller jusqu'à 3,2°C supplémentaires durant les heures les plus chaudes de la journée. Ce serait l'inverse la nuit, la température baissant de 0,6°C en moyenne. Des villes entièrement équipées de panneaux solaires deviendraient ainsi de véritables îlots de chaleur. Et ce d'autant plus que, dans le micro-climat ainsi créé, les vents auraient plus de mal à apporter un peu de fraîcheur. De tels résultats concernent la ville de Calcutta, où les scientifiques ont mené leur étude. Mais ils ont étendu leurs travaux à d'autres agglomérations, comme Athènes ou Sydney, de manière à prendre en compte des conditions climatiques variées. Les résultats se sont montrés similaires. Une chaleur restant piégée au sein des villes Une ville dont tous les toits des maisons seraient équipés de panneaux solaires aurait un albédo plus faible. L'albédo désigne la capacité d'une surface à renvoyer le rayonnement solaire vers l'atmosphère. Cette étude montre en effet que les panneaux photovoltaïques réfléchissent moins la lumière du Soleil. Elle se concentre alors davantage dans un espace urbain qui a donc tendance à se réchauffer durant la journée. Les auteurs de l'étude ne remettent pas en cause le rôle essentiel des panneaux solaires dans la transition énergétique en cours. D'autant que la hausse des températures diurnes est en partie compensée par des nuits plus fraîches. Ils suggèrent plutôt des solutions pour abaisser les températures régnant dans ces villes. La végétalisation de l'espace urbain est l'une d'entre elles. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Happy Halloween! It's time to pit two members of the TWH crew against each other while another infuriates them to celebrate the holiday.

Quick heads up. I have made some video versions of recent articles. Here they are, in case you are a watcher rather than a reader:I don't know about you, but I use artificial intelligence (AI) all the time. ChatGPT has become my right-hand man. It gives me advice (really – and good advice too), it helps me make decisions, it gives me exercise workouts, recipes, it proofreads what I write, it helps me write titles, it even helps me write song lyrics. Midjourney does all the imaging for this newsletter. Even a simple Google search now involves lots of AI.I know I'm not alone. Almost everyone is using AI, consciously or not.Guess what? AI requires bucket loads of power. That's why Microsoft recently agreed to pay Constellation Energy, the new owner of America's infamous nuclear power station, Three Mile Island, a sizeable premium for its energy. There is cheaper wind and solar power to be had in Pennsylvania, but it isn't as reliable as nuclear, 24 hours a day.It's not just AI. The widespread political desire to rid ourselves of fossil fuels means the world needs electricity, and fast.Nuclear is the solution, of course. But nuclear takes a lot of time, even with AI now “re-routing” the anti-nuclear narrative. It takes especially long in the UK where any kind of infrastructure project requires billions to be spent on planners, lawyers and consultants before a brick is even lifted.It's so stupid of course. Nuclear power stations have been operating commercially for 70 years, providing reliable, affordable, and almost infinitely renewable “clean” electricity. Nuclear has the best safety record of any energy technology. Almost all environmental concerns, such as waste disposal, have been solved. But if you want to know the name of the point at which stupidity, hypocrisy, waste and weakness meet, it's called British Energy Policy.Layer upon layer of safety is demanded in nuclear plant design. The regulatory process is slow, cumbersome, and complex. There is a long lead time between planning, building, and operation, which adds to expense. Political uncertainty meant many proposals for nuclear power stations in the UK were shelved. It all drives away investment.But governments around the world are waking up to the fact that the silver bullet is nuclear-powered. Thus, the narrative is changing. The dawn of the new age of nuclear power is upon us, and it can't come quickly enough.That's why the focus has shifted to small modular reactors (SMRs). These have been operational for almost 70 years now in submarines, aircraft carriers, and ice-breakers, but in the last few years, land-based SMRs have been developed to generate electricity.They use simple, proven technology, and are safer than current nuclear power stations. They can be manufactured in factories and then rapidly erected on-site. Modular refers to the design principle of breaking down a system into small, independent, and interchangeable components, or “modules”, that can easily be combined, modified, or replaced without affecting the rest of the system. This flexibility means they are scalable. It aids manufacture, transportation, and installation while reducing construction time and costs.SMRs don't occupy much land, so they have little impact on the landscape. Some can even be constructed underground – surely preferable to wind turbines and solar farms. In the UK, they could be erected on the redundant sites of closed nuclear and coal-fired power stations, where grid connections are readily available. A 440 megawatt (MW) SMR would produce about 3.5 terawatt hours (TWh) of electricity per year, enough for 1.2 million homes – or to provide power to Wales, the Northeast of England, or two Devons. It would require about 25 acres of land. A solar farm would need 13,000 acres for the same output; a wind farm, 32,000 acres. Three 440MW SMRs would be enough for London, which has around 3.6 million homes.What's more, their output is not dependent on the weather. Reliability is why Microsoft paid a premium of more than 85% for Three Mile Island's power. SMRs produce electricity that can easily be adjusted to meet the constant, everyday needs of the grid (baseload), and they can also ramp up or down to follow changes in demand throughout the day. They spin in sync with the grid, so they help keep everything stable. When they're running, they act like a steady hand, providing momentum that makes it easier to manage sudden changes in electricity supply or demand.Why not subscribe to this amazing publication?How To InvestThere are all sorts of ways to invest in nuclear power. The simplest and least risky is to buy the metal itself. Current demand for uranium stands at around 200 million pounds per year, while mining output totals only 140 million pounds. Another 25 million pounds comes from secondary sources, such as scrap and recycling. So there is a uranium supply deficit. I'm surprised the price isn't higher. London-listed Yellowcake (LSE:YCA) has been set up with this purpose in mind. It is, essentially, a uranium holding company. You buy the shares, and thus own a share of the uranium it holds. It makes up part of the Dolce Far Niente portfolio.You could also buy uranium miners, though I have to say I do not like the miners at all. There are the large producers, such as Cameco (Toronto: CCO) and Paladin Energy (Sydney: PDN). You can also gain exposure via large caps, such as Rio Tinto (LSE: RIO), but they are not pure plays. There are mine developers too, such as NexGen Energy (Toronto: NXE), whose Rook 1 project should be producing a whopping 30 million pounds a year by 2030, almost enough to solve the uranium supply deficit single-handedly.If you don't fancy your stock-picking skills, go for a fund instead. The London-listed Sprott Uranium Miners ETF (LSE: URNP) is an exchange-traded fund that gives you exposure to a basket of mining companies, as does closed-end fund Geiger Counter (LSE: GCL). Another popular ETF is the Global X Uranium UCITS ETF (LSE: URNU).Why don't I like uranium miners? About 90% of those listed in the funds do not have any production coming in the near future and are, therefore, huge vortexes into which capital will disappear. At present, they are fully valued. That's not saying they won't go up. But when the time comes for them to fall, they will bomb.When I last looked at SMRs in 2021, the companies I tipped were Rolls-Royce (LSE: RR) and Fluor Corp (NYSE: FLR). Both have been real winners. Rolls-Royce has built seven generations of SMRs for use in nuclear submarines and, with its modern designs for SMRs, has been winning contracts all over. Rolls-Royce is not a pure SMR play. But it has put its SMR business into a separate entity (Rolls-Royce SMR) and I presume this will be spun out and listed at some later stage.The stock has been going great guns under its new CEO, Tufan Erginbilgiç. I tipped it around the 100p mark and it's now at 530p and there's no stopping it. It was 1,350p in 2013, so there's plenty of upside left, and that was before there was any urgency about SMRs. I've taken my original stake off the table, and the rest I'm holding.I also mentioned NuScale, a US outfit, which in 2021 was unfortunately still private. There was a way to get exposure to NuScale, however: via majority shareholder and engineering company Fluor Corp. It has been a real winner too. We tipped it at $18. It's now $50. The stock remains a hold, although it is not a pure play. Worth $8.6bn, Fluor has $200m of free cash flow and trades at 42 times earnings.But the company we were looking at, NuScale Power Corporation (NYSE: SMR), has now listed – good ticker – and you can buy the stock at not far off the flotation price. Be warned, however: this is a volatile company. Since its initial public offering (IPO) at $10, the stock has been as high as $15 and as low as $2. It is now at $13.NuScale designs, develops, and commercialises SMR reactors for nuclear-power generation, aiming to provide a “safe, flexible, and scalable nuclear-energy solution”. Its flagship product is the NuScale Power Module, a self-contained pressurised water reactor (PWR) that is far smaller than traditional nuclear reactors. Each module has an electric capacity of about 60 megawatts, but they can combine to scale up.NuScale has partnered with various organisations, including the US Department of Energy (DOE) and global energy firms, but it does not yet have a solid sales pipeline, so it is hard to value. Instead, it's a bit of a meme stock that rises and falls when it gets tipped. NuScale has a market capitalisation of $1.2bn and revenues of $23m; it lost $273m last year. It now has $180m in negative free cash flow, $130m in cash and a burn rate of about $35m per quarter. (So it's got enough money for another year.) Caveat emptor.Another option is BWX Technologies (NYSE: BWXT), but again it's not a pure SMR play, more of a picks-and-shovels play. The company manufactures nuclear-reactor components, systems fuel, and other critical parts for the nuclear-power industry. It really is wide-ranging (think anything from naval nuclear propulsion to nuclear defence) and its history goes all the way back to the Manhattan Project.SMR developers will often rely on BWX's expertise and manufacturing capabilities to ensure the safety and functionality of their designs. As demand for SMRs grows, so will the appetite for BWX's products and services. BWX has a market value of $10bn and $1.2bn in debt. Earnings per share are just shy of $3, and the price/earnings (p/e) ratio is close to 40. But it is profitable and pays a yield just below 1%.If you want to go really small and speculative, there is always the mining exploration option (not recommended), or uranium enrichment firms. If this technology of enriching uranium to make it more powerful comes good, then the efficiencies of the industry will improve even further, and the problem of uranium supply deficits will quickly vanish, along with the high prices of many uranium miners. Silex Systems (Sydney: SLX) – market cap A$1.1bn (£565m), 50% owned by Cameco – is the market leader here, although Centrus Energy (NYSE: LEU), worth $1bn, is not far behind.We are still some years from successful enrichment, but it is coming. I doubt we will see it before the uranium price itself breaks to new highs above $140/lb, which it hit in 2006, and probably not until $200 uranium. High prices have a habit of accelerating everything. Uranium is now at $70/lb.That's when tiny-cap nuclear-fuel tech firms such as Lightbridge (Nasdaq: LTBR), worth $46m, could rocket. Lightbridge, looking to improve the safety, economics, and proliferation resistance of nuclear power, is developing a fuel that operates about 1,000 degrees cooler than standard fuel. It's got $27m in the bank, is losing $10m a year and, like NuScale, seems to rely on memes and tipsters. The stock costs $3 so there is plenty of upside. But be warned: this is an illiquid Nasdaq stock. Don't chase it.Amazing chart. From $4,000 - to $2. Talk about wealth destruction. It's like an NHS IT project. Looks like it might, finally, have bottomed though. This article first appeared in Moneyweek Magazine.I'll be MCing this year's Moneyweek Summit on Friday November 8th. Readers of the Flying Frisby can get a 20% discount by entering the code FRISBY20If you're interested in nuclear, Wednesday's piece might be of interest: I had an email from Nick Lawson, CEO of investment house, Ocean Finance, which has put together some research on Lightbridge. I share it here, in case of interest. And here once again are those vids: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Dürrekatastrophen, tödliche Stürme, sintflutartige Regenfälle: Künstliche Intelligenz sammelt Daten über extreme Wetterphänomene. Mit ihnen entwickelt Klimaforscher Laurens Bouwer Risikomodelle zu den Auswirkungen des Klimawandels. Er berechnet, wo in Deutschland künftig am ehesten die Keller volllaufen und erklärt, wie gute Stadtplanung das verhindern kann. Im Schneller Schlau-Spezial „Hereon Academy“ befragen ihn Tech-Journalistin Svea Eckert und Torsten Fischer vom Helmholtz-Zentrum Hereon. +Das Helmholtz-Zentrum Hereon unterstützt den Podcast „P.M. Hereon Academy“ mit der wissenschaftlichen Recherche und stellt Audio-Dateien zur Verfügung. +Shownotes: Laurens Bouwer, Bio und Kontakt: https://www.gerics.de/about/team/077939/index.php.de +Klima Atlas: https://interaktiv.morgenpost.de/klimawandel-hitze-starkregen-deutschland-karte/ +Forschung von Climate Service Center Germany (GERICS) zu KI: https://www.openaccessgovernment.org/machine-learning-helps-to-improve-climate-services/175686/ +Wie Klimawandel krank macht, GERICS/ BKK Studie: https://www.gerics.de/about/news_and_events/news/103043/index.php.de + Weitere Studien und Fakten aus dem Podcast: Hitze in Deutschland: https://www.rki.de/DE/Content/Gesundheitsmonitoring/Gesundheitsberichterstattung/GBEDownloadsJ/Focus/JHealthMonit_2023_S4_Hitze_Sachstandsbericht_Klimawandel_Gesundheit.pdf?__blob=publicationFile +Wissenschaftler der Universitäten Stanford und Colorado State haben im Rahmen einer Studie künstliche Intelligenz eingesetzt, um den kritischen Zeitpunkt der Erderwärmung vorherzusagen: https://www.theguardian.com/environment/2023/jan/30/climate-crisis-global-heating-artificial-intelligence + Zu dem Stromverbrauch von KI und dem Vergleich mit Island: „In 2021, Google's total electricity consumption was 18.3 TWh, with AI accounting for 10%–15% of this total.2 The worst-case scenario suggests Google's AI alone could consume as much electricity as a country such as Ireland (29.3 TWh per year)”: https://www.cell.com/joule/fulltext/S2542-4351(23)00365-3 + Forschende nutzten ein Deep-Learning-System, um mehr als 100.000 wissenschaftliche Studien zu den Auswirkungen des Klimawandels auszuwerten. Eines der Ergebnisse der Metaanalyse: Über 80 Prozent der globalen Landfläche sind inzwischen nachweislich vom menschengemachten Klimawandel betroffen. https://www.nature.com/articles/s41558-021-01168-6.epdf?sharing_token=fW-UnjSySsP1mzP0QlX2WdRgN0jAjWel9jnR3ZoTv0PwAcRfhcoupIk0A95eY8_-lUvstnryI-SR9UaIsiFOg2CdF-TlyNfOb92Bx8kLLL-nQOKc4717hfAPmNx1_oS6R3_2i9sabnYtUpZgvBnMIrT_bGVCm4G2qUSkVsDAak5iCQmR7OTXL6q1Mj9LbK1zKW0gmBhAkb4x8pTH-hICzr8DOjr4H827iuDa_uRnPuY%3D&tracking_referrer=www.derstandard.de + Eine Studie untersuchte die klimatischen Verhältnisse von vier Messstationen in Berlin für den Zeitraum 2001-2015 anhand der beiden Kenngrößen „Heiße Tage“ und „Tropennächte“. Während an den unterschiedlich gelegenen Stationen die Anzahl Heißer Tage vergleichbar hoch war, traten Tropennächte an der innerhalb dichter, innerstädtischer Bebauungsstrukturen gelegenen Station wesentlich häufiger (mehr als 3 mal so oft) auf, als auf Freiflächen. https://www.umweltbundesamt.de/sites/default/files/medien/4031/publikationen/uba_krug_muecke.pdf + KI ist auch in der Klimaforschung voreingenommen - mit schwerwiegenden Folgen, beispielsweise falschen Prognosen für CO2-Emissionen: https://www.nature.com/articles/s44168-023-00056-3 +++Unsere allgemeinen Datenschutzrichtlinien finden Sie unter https://art19.com/privacy. Die Datenschutzrichtlinien für Kalifornien sind unter https://art19.com/privacy#do-not-sell-my-info abrufbar.

Global energy-intensive, high-temperature processing industries such as cement, steel and glass are losing more than 50% of their energy as waste heat during production. This amounts to approximately 400 TWh of power each year, which is almost one-seventh of the total European electrical power demand. Despite the availability of technologies to convert waste heat into electricity, the adoption of these solutions at an industry scale has been poor. INFERNO, a Horizon Europe-funded project, is tackling specific barriers, such as the efficiency and cost of renewable technologies, with the aim of developing a new hybrid platform system based on the integration of solid-state devices. This development will significantly contribute to sustainable energy harvesting from industrial waste heat. The project is led by Dr. Kafil M. Razeeb at Tyndall in collaboration with Technological University Dublin, Fraunhofer Institute for Solar Energy Systems ISE, IFW Dresden, Universite de Technologie de Troyes and F6S Ireland Limited. This collaboration between European experts in materials research, modelling, cell fabrication, thermoelectricity, and electronics, aims to develop new materials and systems for thermal power to electricity conversion. Development efforts target improvements regarding infrared sensitive low bandgap thermophotovoltaic cells, photonic metamaterials, as well as high-performance thermoelectric generator devices made of earth-abundant materials. Thermophotovoltaics is the direct conversion of radiant power into electricity using the photovoltaic effect, whereas thermoelectrics uses temperature gradient into electricity using Seebeck effect. This development will allow this new waste heat recovery system to operate over a wider range of temperatures, from 400 to 800°C, at least 25% more efficiently than the current state of the art systems. The primary advantage of the new system is its modularity without involving any major moving parts. The INFERNO project will deploy a modular, hybrid energy harvesting system that can be easily integrated into production lines, helping hard-to-decarbonize industries improve their system efficiency and reduce greenhouse gas emissions. Three pilot demonstrations in Ireland, Germany and France will test the integrated hybrid system and its components. Dr Kafil M. Razeeb, Advanced Energy Materials Group, Tyndall, said: "Our aim is to develop a system combining different thermal to electrical energy harvesting technologies, which will be tested in real industrial setup. We hope to deploy a system that can be cost-effectively retrofitted and integrated for electricity production from industrial waste heat." More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

Listener and experienced Florida hiker Richie Mulligan (aka Pecky Bird) joins Jeremy to talk about his hike with his father on the Ocean to Lake Trail in Southern Florida.  This amazing hike from the Atlantic Ocean to Lake Okeechobee takes hikers through a wide variety of Southern Florida's diverse habitats.  And of course there are alligators.  Also learn about the unique Everglades environment in Southern Florida.New discount for TWH listeners from Outdoor Herbivore, our sponsor:  https://outdoorherbivore.com/Questions, comments or suggestions:  trailsworthhiking@gmail.comInstagram:  @trailsworthhikingpodcast

Listener Wade Tonkin and comedian Sean Keane join Jeremy to talk about their treks to Everest Base Camp.  This amazing trek in Nepal takes hikers high in the Himalayas to the base camp where climbers get ready to ascend the tallest mountain on earth.  Wade tells about his inspiring story of getting fit for this difficult trek and Sean tells us about the stand-up comedy performance he did during the trek.  Listen to the end to hear clips from the actual performance.  And Jeremy fills us in on Mt. Everest, Sherpas, and of course, the base camp itself.Sean's latest comedy release:  https://seankeane.bandcamp.com/album/americas-uncle-dadOutdoor Herbivore, where you can purchase the 2024 TWH meal kit: https://outdoorherbivore.com/trails-worth-hiking-combo/Questions, comments, or suggestions:  trailsworthhiking@gmail.comInstagram:  @trailsworthhikingpodcast

A napokban Németországban a Bundestag elé került az a törvényjavaslat amivel tovább akarják gyorsítani a napelemek németországi terjeszkedését. Magyarországon legutóbb viszont elkaszálták azt a zöldenergiás kapacitásbővítési csomagot, amely az évtized végére akár további 10 GW megépítése előtt nyitotta volna meg a beruházási lehetőségeket. Kiss Ernőt, a Magyar Napelem és Napkollektor Szövetség MNSzSZ) elnökét kérdeztük. Főbb részek: Intro (0:00) A kormány támogatja... (1:43) Meglett (aztán elveszett) a jó kapcsolat (3:50) Tavaly 20 TWh volt az import (7:22) Az önellátás az áramtermelési cél (11:21) Az eu-s napelemes bővülés 3 százaléka a magyar (14:20) Az újabb beruházások nem kapnak teret (19:25) Kép forrása: Getty ImagesSee omnystudio.com/listener for privacy information.

This is Garrison Hardie with your CrossPolitic Daily News Brief for Tuesday, June 27th, 2023. Fight Laugh Feast Conference - Ark Encounter This year, our Fight Laugh Feast Conference is at the Ark Encounter in Kentucky on The Politics of Six Day Creation. The politics of six day creation is the difference between a fixed standard of justice and a careening standard of justice, the difference between the corrosive relativism that creates mobs and anarchy and the freedom of objectivity, truth, and due process. The politics of six day creation establishes the authority and sufficiency of God’s Word for all of life: from what is a man or a woman, when does human life begin, and how is human society best organized? Come hear Ken Ham, Pastor Doug Wilson, Dr. Ben Merkle, Dr. Gordon Wilson, me and more, and of course a live CrossPolitic show! Mark your calendars for October 11th-14th, as we fight, laugh, and feast, with beer & psalms, our amazing lineup of speakers, our Rowdy Christian Merch, and a Sabbath Feast to wrap up the occasion. Maybe an infant baptism while we’re at it! Visit fightlaughfeast.com for more information! https://justthenews.com/politics-policy/anniversary-roe-v-wade-being-overturned-gop-rep-promotes-bill-help-expectant On anniversary of Roe v. Wade being overturned, GOP Rep. promotes bill to help expectant mothers On the anniversary of Roe v. Wade being overturned, Minnesota Republican Congresswoman Michelle Fischbach promoted a proposed bill titled "The HOPE Act" that promotes helping expectant mothers. "It is crucial that women are supported when facing an unexpected pregnancy, which is why I have introduced The Health, Opportunity, Protecting Life, Education (HOPE) Act, which improves access to prenatal telehealth care, supports positive alternatives to abortion, and improves access to information for expectant mothers, providing tangible ways to help women feel confident during and beyond their pregnancy," Fischbach wrote in an opinion piece published by The Hill. On June 24, 2022, the Supreme Court of the United States ruled to overturn Roe v. Wade, ending the constitutional right to abortion and allowing individual states to decide for themselves on whether to restrict or allow abortions. The HOPE Act would provide funding for grants and other activities related to maternal care. It would also establish informed consent and parental notification requirements for abortion providers. "The HOPE Act creates a pilot grant program to provide support and equipment like blood pressure monitors, scales, and portable fetal heart rate monitors to community health providers," Fischbach wrote. "Increasing telehealth options gives expectant mothers the flexibility they need to receive the care they deserve." It would also prohibit any government funding going to Planned Parenthood. https://www.foxnews.com/media/bud-light-sponsors-toronto-pride-parade-naked-men-children Bud Light sponsors Toronto Pride parade attended by naked men, children Bud Light is serving as an official sponsor of the Toronto Pride parade, where video footage shows naked men standing around and riding bicycles in clear view of children attending the event. The footage, captured by Beth Baisch of the Post Millennial, shows dozens of attendees riding past a large cheering crowd. The fully naked bikers, some covered in paint or tattoos, wave back at the crowd. One naked man high-fives an onlooker while another peddles a recumbent bike with a gold blow-up swan adorned around his neck. A second video shows a group of naked men with hats standing in a circle amidst the crowd. Several children walk past the group of men with their families. Another clip shows a person wearing a giant penis costume that covers his entire head. The camera captures a young girl sitting in a stroller and staring toward the phallic-costumed individual. Other videos show a group of naked men playing and rinsing themselves off alongside a fountain surrounded by kids. Meanwhile, a stage, clearly adorned with Bud Light branding, featured scantily clad dancers wearing fishnets, nipple stickers and strange sock-like masks. The company's website notes that this year's sponsorship is representative of a longstanding partnership with the Pride event. "Bud Light Canada has been a proud partner of Pride Toronto for the last 10 years. This year, we're commemorating this milestone with Pride Toronto by featuring them on our can design, as well as continuing as the official beer sponsor of the festival," the beer brand's website states. According to the website, Bud Light Canada also provides $100,000 to various organizations that support the LGBTQUA2S+ community across Canada and has created a range of commemorative Pride beer cans to celebrate the collaboration. The partnership comes nearly three months after Bud Light received massive backlash for partnering with trans activist Dylan Mulvaney. The decision angered consumers and the brand saw a significant decrease in sales, resulting in billions of dollars in lost market value. In early April, Anheuser-Busch CEO Brendan Whitworth attempted to douse the flames with a lengthy statement to customers. "We never intended to be part of a discussion that divides people. We are in the business of bringing people together over a beer," he said in part. "My time serving this country taught me the importance of accountability and the values upon which America was founded: freedom, hard work and respect for one another. As CEO of Anheuser-Busch, I am focused on building and protecting our remarkable history and heritage." Despite losing business, Bud Light continued to anger customers for co-sponsoring an "all-ages Pride event" in Flagstaff, Arizona, on June 17. The party, called "Pride in the Pines," included drag queens and other performers, and listed Bud Light as one of the companies sponsoring the June 17 event. (Bud Light was initially mentioned prominently in one of the posters.) The event is listed as a "family festival event" and a family-friendly, "safe space" for all visitors. https://www.foxnews.com/us/colorado-springs-club-q-nonbinary-shooting-suspect-pleads-guilty-murder-charges Colorado Club Q 'nonbinary' shooter sentenced to life in prison after pleading guilty to murder Club Q shooting suspect Anderson Lee Aldrich was sentenced to life in prison after pleading guilty to murder and attempted murder charges during an arraignment hearing Monday morning, avoiding the prospect of a public trail just seven months after the deadly Colorado attack. Aldrich, who public defenders have said identifies as nonbinary and prefers to be described using they/them pronouns, is accused of fatally shooting five people and wounding 17 others at the LGBTQ+ nightclub Club Q in Colorado Springs, Colorado, on Nov. 19, 2022. The suspect, whom the judge referred to as "Mx. Aldrich" during Monday’s arraignment hearing, accepted a plea agreement for a life sentence without the possibility of parole in exchange for pleading guilty to five counts of first-degree murder. Aldrich also pleaded guilty Monday to 46 counts of attempted murder in the first degree. The suspect pleaded no contest to felony and misdemeanor charges of bias-motivated crimes. "Because of the evidence presented I believe there is a high probability of being convicted at trial to those counts, and so I am pleading no contest or nolo contendere," Aldrich told the court Monday, explaining the no contest plea. In an interview from jail, Aldrich reportedly admitted to The Associated Press to being on a "very large plethora of drugs" and abusing steroids at the time, expressing regret for the attack and adding that suggesting the shooting was motivated by hate was "completely off base." In court hearings earlier this year, law enforcement testified that Aldrich ran a neo-Nazi website and used gay and racial slurs while gaming online, while the defense countered that Aldrich's sometimes abusive mother forced the suspect to frequent LGBTQ+ clubs. Two veterans out at Club Q reportedly helped thwart the attack by disarming Aldrich, who was beaten by patrons and displayed a bruised and bloodied face in his initial mugshot and court appearance. Aldrich was facing more than 300 state counts, including murder and hate crimes. The Justice Department is also considering pursuing federal hate crime charges, according to a senior law enforcement official who spoke to the AP. However, the charges against Aldrich were thrown out in July 2022 after Aldrich's mother and grandparents, the victims in the case, refused to cooperate with prosecutors, evading efforts to serve them with subpoenas to testify, according to court documents unsealed after the shooting. Other relatives told a judge they feared Aldrich would hurt the grandparents if released, painting a picture of an isolated, violent person who did not have a job and was given $30,000 that was spent largely on the purchase of 3D printers to make guns, the records showed. Aldrich was released from jail then and authorities kept two guns -- a ghost gun pistol and an MM15 rifle – seized in the arrest. But there was nothing to stop Aldrich from legally purchasing more firearms, raising questions immediately after the shooting about whether authorities should have sought a red flag order to prevent such purchases. https://www.washingtonexaminer.com/news/nearly-half-bee-colonies-died-2023 Nearly half of honey bee colonies died in 2023 after three tumultuous years From April of last year to April of this year, 48% of honey bee colonies prematurely died off. University of Maryland and Auburn University have collaborated with nonprofit Bee Informed to track and report on managed bee colonies every year since 2007. Last year saw losses of 48%, the previous year’s loss was 39%, and the year before that, it was 50.8%. The average loss over the last 12 years is 39.6%. The cause of these losses is a mix of the parasitic mite, varroa destructor, which helps spread viruses between bees, increased use of pesticides, which inhibit the bee's ability to stave off diseases, and dramatic changes in the environment. When it becomes warmer than usual during the winter, bees will leave their colonies to begin pollinating many of the crops we eat, as well as other plants, but when the weather chills again, the bees die off. Still, the most commonly reported cause of death during the winter was the varroa. During the rest of the year, the most common report revolved around issues with the queen bee. "High levels of losses do not necessarily result in a decrease in the total number of colonies managed in the United States because beekeepers can replace lost colonies throughout the year," the report read. This report comes from a self-reported survey of 3,006 beekeepers from across the United States who collectively manage 314,360 colonies, the majority of which are commercially operated. This is only 12% of the estimated 2.70 million managed honey-producing colonies in the country in 2022, per the report. The collaboration, known as "the Bee Informed Partnership," is a non-profit organization dedicated to improving honey bee colony health in particular. https://www.conservativereview.com/unable-to-rely-on-wind-and-solar-sweden-ditches-100-renewable-target-and-bets-big-on-nuclear-power-2661896744.html Unable to rely on wind and solar, Sweden ditches 100% renewable target and bets big on nuclear power The Swedish parliament determined last week that in order to ensure the country has a "stable energy system," it will have to abandon its goal of "100 per cent renewable electricity production by 2040." To satisfy electricity demand, which is set to double to around 300 TwH by 2040, Sweden's right-of-center government announced June 20 that it would instead lean more heavily on nuclear energy and subsidize the construction of new nuclear plants — plants green-lit in 2016 but sidelined for fear they would be too expensive, reported Reuters. The country, home to just over 10.5 million people, presently has three nuclear plants with six nuclear reactors in commercial operation. The state-owned Vattenfall aims to bring the tally up to eight reactors and refurbish extant facilities. While Sweden's heightened nuclear focus is consistent with the country's commitment to shifting entirely off fossil fuels in a way that doesn't altogether cripple the nation, this bullishness on carbon-free nuclear power represents a significant about-face on atomic energy, which the country decided in a 1980 referendum to phase out. Swedish support for nuclear energy is presently at a record high of 56%, up from 42% in 2022, reported Bloomberg. The jump in support has been attributed in part to the energy crisis that overwhelmed Europe in concert with the invasion of Ukraine and the revelation that renewable energies are not tenable as alternatives. A 2021 study published in the journal Nature Communications indicated, "If future net-zero emissions energy systems rely heavily on solar and wind resources, spatial and temporal mismatches between resource availability and electricity demand may challenge system reliability." The researchers indicated that "the most reliable renewable electricity systems are wind-heavy and satisfy countries' electricity demand in 72-91% of hours ... Yet even in systems which meet >90% o demand, hundreds of hours of unmet demand may occur annually." These lost hours could prove too dear in a country where temperatures routinely drop below freezing several months out of every year. Even the former energy minister for the defeated leftist Social Democratic Party, was cognizant of the country's strained energy situation, warning last August of "strains on the power system this winter," both in terms of outages and high prices. The U.S. Department of Energy indicated that nuclear energy is the most reliable energy source on this side of the Atlantic Ocean. Each nuclear reactor typically produces the same amount of power as 431 utility-scale wind turbines or 3.1 million solar panels. According to the Swedish government, roughly 75% of its electricity comes from hydroelectric (43%) and nuclear (31%) power. 16% of the electricity comes from wind power. Approximately 9% comes from combined heat and power plants, largely powered by biofuels. Solar energy has yet to crack 1% of total supply. Finance Minister Elisabeth Svan-tesson of the Moderate Party said, "We need more electricity production, we need clean electricity and we need a stable energy system." Since wind and solar won't cut it, "This creates the conditions for nuclear power," said Svantesson.