Two coal plants in Mumbai (in India) that were scheduled to close last year continue operating after the state government of Maharashtra reversed shutdown decisions in late 2023 and extended the life of at least one facility by five years. The largest single factor the Indian conglomerate Tata cited in its petition for an extension was increased energy demand from data centers. The Guardian reports that Amazon operated 16 data centers in Mumbai last year. The company's official website lists three "availability zones" for the city. Amazon's Mumbai colocation data centers consumed 624,518 megawatt hours of electricity in 2023. That amount could power over 400,000 Indian households for a year. Residents of Mahul live a few hundred metres from one coal plant. Earlier this year doctors found three tumours in the brain of a resident's 54-year-old mother. Studies show people who live near coal plants are much more likely to develop cancer. By 2030 data centers will consume a third of Mumbai's energy, according to Ankit Saraiya, chief executive of Techno & Electric Engineering. Amazon's colocation data centers in Mumbai bought 41 diesel generators as backup. A report in August by the Center for Study of Science, Technology and Policy identified diesel generators as a major source of air pollution in the region.

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Long-time Slashdot reader jenningsthecat shared this article from IEEE Spectrum: By dropping a nuclear reactor 1.6 kilometers (1 mile) underground, Deep Fission aims to use the weight of a billion tons of rock and water as a natural containment system comparable to concrete domes and cooling towers. With the fission reaction occurring far below the surface, steam can safely circulate in a closed loop to generate power. The California-based startup announced in October that prospective customers had signed non-binding letters of intent for 12.5 gigawatts of power involving data center developers, industrial parks, and other (mostly undisclosed) strategic partners, with initial sites under consideration in Kansas, Texas, and Utah... The company says its modular approach allows multiple 15-megawatt reactors to be clustered on a single site: A block of 10 would total 150 MW, and Deep Fission claims that larger groupings could scale to 1.5 GW. Deep Fission claims that using geological depth as containment could make nuclear energy cheaper, safer, and deployable in months at a fraction of a conventional plant's footprint... The company aims to finalize its reactor design and confirm the pilot site in the coming months. [Company founder Liz] Muller says the plan is to drill the borehole, lower the canister, load the fuel, and bring the reactor to criticality underground in 2026. Sites in Utah, Texas, and Kansas are among the leading candidates for the first commercial-scale projects, which could begin construction in 2027 or 2028, depending on the speed of DOE and NRC approvals. Deep Fission expects to start manufacturing components for the first unit in 2026 and does not anticipate major bottlenecks aside from typical long-lead items. In short "The same oil and gas drilling techniques that reliably reach kilometer-deep wells can be adapted to host nuclear reactors..." the article points out. Their design would also streamline construction, since "Locating the reactors under a deep water column subjects them to roughly 160 atmospheres of pressure — the same conditions maintained inside a conventional nuclear reactor — which forms a natural seal to keep any radioactive coolant or steam contained at depth, preventing leaks from reaching the surface." Other interesting points from the article: They plan on operating and controlling the reactor remotely from the surface. Company founder Muller says if an earthquake ever disrupted the site, "you seal it off at the bottom of the borehole, plug up the borehole, and you have your waste in safe disposal." For waste management, the company "is eyeing deep geological disposal in the very borehole systems they deploy for their reactors." "The company claims it can cut overall costs by 70 to 80 percent compared with full-scale nuclear plants." "Among its competition are projects like TerraPower's Natrium, notes the tech news site Hackaday, saying TerraPower's fast neutron reactors "are already under construction and offer much more power per reactor, along with Natrium in particular also providing built-in grid-level storage. "One thing is definitely for certain..." they add. "The commercial power sector in the US has stopped being mind-numbingly boring."

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"On the slopes of an Oregon volcano, engineers are building the hottest geothermal power plant on Earth," reports the Washington Post: The plant will tap into the infernal energy of Newberry Volcano, "one of the largest and most hazardous active volcanoes in the United States," according to the U.S. Geological Survey. It has already reached temperatures of 629 degrees Fahrenheit, making it one of the hottest geothermal sites in the world, and next year it will start selling electricity to nearby homes and businesses. But the start-up behind the project, Mazama Energy, wants to crank the temperature even higher — north of 750 degrees — and become the first to make electricity from what industry insiders call "superhot rock." Enthusiasts say that could usher in a new era of geothermal power, transforming the always-on clean energy source from a minor player to a major force in the world's electricity systems. "Geothermal has been mostly inconsequential," said Vinod Khosla, a venture capitalist and one of Mazama Energy's biggest financial backers. "To do consequential geothermal that matters at the scale of tens or hundreds of gigawatts for the country, and many times that globally, you really need to solve these high temperatures." Today, geothermal produces less than 1 percent of the world's electricity. But tapping into superhot rock, along with other technological advances, could boost that share to 8 percent by 2050, according to the International Energy Agency (IEA). Geothermal using superhot temperatures could theoretically generate 150 times more electricity than the world uses, according to the IEA. "We believe this is the most direct path to driving down the cost of geothermal and making it possible across the globe," said Terra Rogers, program director for superhot rock geothermal at the Clean Air Task Force, an environmentalist think tank. "The [technological] gaps are within reason. These are engineering iterations, not breakthroughs." The Newberry Volcano project combines two big trends that could make geothermal energy cheaper and more widely available. First, Mazama Energy is bringing its own water to the volcano, using a method called "enhanced geothermal energy"... [O]ver the past few decades, pioneering projects have started to make energy from hot dry rocks by cracking the stone and pumping in water to make steam, borrowing fracking techniques developed by the oil and gas industry... The Newberry project also taps into hotter rock than any previous enhanced geothermal project. But even Newberry's 629 degrees fall short of the superhot threshold of 705 degrees or above. At that temperature, and under a lot of pressure, water becomes "supercritical" and starts acting like something between a liquid and a gas. Supercritical water holds lots of heat like a liquid, but it flows with the ease of a gas — combining the best of both worlds for generating electricity... [Sriram Vasantharajan, Mazama's CEO] said Mazama will dig new wells to reach temperatures above 750 degrees next year. Alongside an active volcano, the company expects to hit that temperature less than three miles beneath the surface. But elsewhere, geothermal developers might have to dig as deep as 12 miles. While Mazama plans to generate 15 megawatts of electricity next year, it hopes to eventually increase that to 200 megawatts. (And the company's CEO said it could theoretically generate five gigawatts of power.) But more importantly, successful projects "motivate other players to get into the market," according to a senior geothermal research analyst at energy consultancy Wood Mackenzie, who predicted "a ripple effect," to the Washington Post where "we'll start seeing more companies get the financial support to kick off their own pilots."

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Meta is venturing into the complex world of electricity trading, betting it can accelerate the construction of new US power plants that are vital to its AI ambitions. From a report: The foray into power trading comes after Meta heard from investors and plant developers that too few power buyers were willing to make the early, long-term commitments required to spur investment, according to Urvi Parekh, the company's head of global energy. Trading electricity will give the company the flexibility to enter more of those longer contracts. Plant developers "want to know that the consumers of power are willing to put skin in the game," Parekh said in an interview. "Without Meta taking a more active voice in the need to expand the amount of power that's on the system, it's not happening as quickly as we would like."

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An anonymous reader quotes a report from CNBC: The Trump administration will provide Constellation Energy with a $1 billion loan to restart the Crane Clean Energy Center nuclear plant in Pennsylvania, Department of Energy officials said Tuesday. Previously known as Three Mile Island Unit 1, the plant is expected to start generating power again in 2027. Constellation unveiled plans to rename and restart the reactor in Sept. 2024 through a power purchase agreement with Microsoft to support the tech company's data center demand in the region. Three Mile Island Unit 1 ceased operations in 2019, one of a dozen reactors that closed in recent years as nuclear struggled to compete against cheap natural gas. It sits on the same site as Three Mile Island Unit 2, the reactor that partially melted down in 1979 in the worst nuclear accident in U.S. history. The loan would cover the majority to the project's estimated cost of $1.6 billion. The first advance to Constellation is expected in the first quarter of 2026, said Greg Beard, senior advisor to the Energy Department's Loan Programs Office, in a call with reporters. The loan comes with a guarantee from Constellation that it will protect taxpayer money, Beard said.

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An anonymous reader quotes a report from Wired: Startup Valar Atomics said on Monday that it achieved criticality -- an essential nuclear milestone -- with the help of one of the country's top nuclear laboratories. The El Segundo, California-based startup, which last week announced it had secured a $130 million funding round with backing from Palmer Luckey and Palantir CTO Shyam Sankar, claims that it is the first nuclear startup to create a critical fission reaction. It's also, more specifically, the first company in a special Department of Energy pilot program aiming to get at least three startups to criticality by July 4 of next year to announce it had achieved this reaction. The pilot program, which was formed following an executive order President Donald Trump signed in May, has upended US regulation of nuclear startups, allowing companies to reach new milestones like criticality at a rapid pace. There's a difference between the type of criticality Valar reached this week -- what's known as cold criticality or zero-power criticality -- and what's needed to actually create nuclear power. Nuclear reactors use heat to create power, but in cold criticality, which is used to test a reactor's design and physics, the reaction isn't strong enough to create enough heat to make power. The reactor that reached criticality this week is not actually Valar's own model, but rather a blend of the startup's fuel and technology with key structural components provided by the Los Alamos National Laboratory, one of the DOE's research and development laboratories. The combination reactor builds off a separate fuel test performed last year at the laboratory, using fuel similar to what Valar's reactor will use. "Zero power criticality is a reactor's first heartbeat, proof the physics holds," Valar founder Isaiah Taylor said in a statement. "This moment marks the dawn of a new era in American nuclear engineering, one defined by speed, scale, and private-sector execution with closer federal partnership."

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An anonymous reader shared this report from Electrek: Solar and wind are growing fast enough to meet all new electricity demand worldwide for the first three quarters of 2025, according to new data from energy think tank Ember. The group now expects fossil power to stay flat for the full year, marking the first time since the pandemic that fossil generation won't increase. Solar and wind aren't just expanding; they're outpacing global electricity demand itself. Solar generation jumped 498 TWh (+31%) compared to the same period last year, already topping all the solar power produced in 2024. Wind added another 137 TWh (+7.6%). Together, they supplied 635 TWh of new clean electricity, beating out the 603 TWh rise in global demand (+2.7%). That lifted solar and wind to 17.6% of global electricity in the first three quarters of the year, up from 15.2% year-over-year. That brought the total share of renewables in global electricity -solar, wind, hydro, bioenergy, and geothermal — to 43%. Fossil fuels slid to 57.1%, down from 58.7%. For the first time in 2025, renewables collectively generated more electricity than coal. And fossil generation as a whole has stalled. Fossil output slipped slightly by 0.1% (-17 TWh) through the end of Q3. Ember expects no fossil-fuel growth for the full year, driven by clean power growth outpacing demand.

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"Media headlines suggesting some slowdown in EV sales are simply incorrect," writes the site Electrek, "and leave out the bigger picture that gas car sales actually are dropping..." Over the course of the last two years or so, sales of battery electric vehicles, while continuing to grow, have posted lower year-over-year percentage growth rates than they had in years prior. EV sales used to grow at 50%+ per year, but for the last couple years, they have grown closer to ~25% per year. This alone is not particularly remarkable — it is inevitable that any growing product or category will show slower percentage growth rates as sales rise, particularly one that has been growing at such a fast rate for so long. In some recent years, we had even seen year-over-year doublings in EV market share (though one of those was 2020->2021, which was anomalous). To expect improvement at that level perpetually would be close to impossible — after 3 years of doubling market share from 2023's 18% number, EVs would account for more than 100% of the global automotive market, which cannot happen... We have seen a global EV sales growth rate of 23% in the first 10 months of this year, according to a report just released by Rho Motion (recently acquired by Benchmark Mineral Intelligence). That includes a +32% bump in Europe, +22% bump in China, +4% in North America, and a big +48% bump in the "rest of the world." Notably, this 23% global growth rate is higher than last year's YTD growth rate, which was 22% at this time... In covering these trends, some journalists have attempted to use the less-wrong phrase "slower growth," showing that EV sales are still growing, but at a lower percentage change than previously seen. But for the first ten months of this year, that isn't true — EV sales are up more in 2025 than in 2024 by a percentage basis. They are also up in raw sales numbers — in 2024, EV sales grew by a larger number than in 2023. And the same is true so far in 2025. Going back to 2023, 10.7 million EVs were sold globally in the first 10 months. Then in 2024, 13.3 million were sold, a difference of 2.6 million. And so far in 2025, 16.5 million EVs have sold, a difference of 3.2 million. Not only are the numbers getting bigger, but the growth in unit sales is getting bigger as well. Even in America, the EV market "has increased so far this year, with 11.7% US EV sales growth YTD." In terms of US hybrid sales, much has been made of customers "shifting from EVs to hybrids," which is also not the case. Conventional gas-hybrid sales are indeed up and plug-in hybrids, which have grown more slowly than gas-hybrids/BEVs, have also shown some growth lately. But gas-hybrid sales have not come at the cost of EV sales, rather at the cost of gas-only car sales. Because that's just the thing: the number of gas-only vehicles being sold worldwide is a number that actually is falling. That number continues to go down year over year. Sales of new gas-powered cars are down by about a quarter from their peak in 2017, and show no signs of recovering... And yet, somehow, virtually every headline you read is about the "EV sales slump," rather than the "gas-car sales slump." The one you keep hearing about isn't happening, but the one you rarely hear about is happening... No matter what region of the world you're in, EV sales were up in the first 10 months of this year.

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"The International Energy Agency's latest outlook signals that oil demand could keep growing through to the middle of the century," reports CNBC, "reflecting a sharp tonal shift from the world's energy watchdog and raising further questions about the future of fossil fuels." In its flagship World Energy Outlook, the Paris-based agency on Wednesday laid out a scenario in which demand for oil climbs to 113 million barrels per day by 2050, up 13% from 2024 levels. The IEA had previously estimated a peak in global fossil fuel demand before the end of this decade and said that, in order to reach net-zero emissions by 2050, there should be no new investments in coal, oil and gas projects... The IEA's end-of-decade peak oil forecast kick-started a long-running war of words with OPEC, an influential group of oil exporting countries, which accused the IEA of fearmongering and risking the destabilization of the global economy. The IEA's latest forecast of increasing oil demand was outlined in its "Current Policies Scenario" — one of a number of scenarios outlined by the IEA. This one assumes no new policies or regulations beyond those already in place. The CPS was dropped five years ago amid energy market turmoil during the coronavirus pandemic, and its reintroduction follows pressure from the Trump administration... Gregory Brew, an analyst at Eurasia Group's Energy, Climate and Resources team, said the IEA's retreat on peak oil demand signified "a major shift" from the group's position over the last five years. "The justifications offered for the shift include policy changes in the U.S., where slow EV penetration indicates robust oil [consumption], but is also tied to expected increases in petrochemical and aviation fuel in East and Southeast Asia," Brew told CNBC by email. "It's unlikely the agency is adjusting based on political pressure — though there has been some of that, with the Trump administration criticizing the group's supposed bias in favor of renewable energy — and the shift reflects a broader skepticism that oil demand is set to peak any time soon," he added... Alongside its CPS, the IEA also laid out projections under its so-called "Stated Policies Scenario" (STEPS), which reflects the prevailing direction of travel for the global energy system. In this assumption, the IEA said it expects oil demand to peak at 102 million barrels per day around 2030, before gradually declining. Global electric car sales are much stronger under this scenario compared to the CPS. The IEA said its multiple scenarios explore a range of consequences from various policy choices and should not be considered forecasts. Thanks to Slashdot reader magzteel for sharing the news.

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Two of the world's biggest data center developers have projects in Nvidia's hometown that may sit empty for years because the local utility isn't ready to supply electricity. From a report: In Santa Clara, California, where the world's biggest supplier of artificial-intelligence chips is based, Digital Realty Trust applied in 2019 to build a data center. Roughly six years later, the development remains an empty shell awaiting full energization. Stack Infrastructure, which was acquired earlier this year by Blue Owl Capital, has a nearby 48-megawatt project that's also vacant, while the city-owned utility, Silicon Valley Power, struggles to upgrade its capacity. The fate of the two facilities highlights a major challenge for the US tech sector and indeed the wider economy. While demand for data centers has never been greater, driven by the boom in cloud computing and AI, access to electricity is emerging as the biggest constraint. That's largely because of aging power infrastructure, a slow build-out of new transmission lines and a variety of regulatory and permitting hurdles. And the pressure on power systems is only going to increase. Electricity requirements from AI computing will likely more than double in the US alone by 2035, based on BloombergNEF projections. Nvidia's Jensen Huang and OpenAI's Sam Altman are among corporate leaders that have predicted trillions of dollars will pour into building new AI infrastructure.

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alternative_right shares a report from The Conversation: Countries around the world have been discussing the need to rein in climate change for three decades, yet global greenhouse gas emissions -- and global temperatures with them -- keep rising. When it seems like we're getting nowhere, it's useful to step back and examine the progress that has been made. Let's take a look at the United States, historically the world's largest greenhouse gas emitter. Over those three decades, the U.S. population soared by 28% and the economy, as measured by gross domestic product adjusted for inflation, more than doubled. Yet U.S. emissions from many of the activities that produce greenhouse gases -- transportation, industry, agriculture, heating and cooling of buildings -- have remained about the same over the past 30 years. Transportation is a bit up; industry a bit down. And electricity, once the nation's largest source of greenhouse gas emissions, has seen its emissions drop significantly. Overall, the U.S. is still among the countries with the highest per capita emissions, so there's room for improvement, and its emissions (PDF) haven't fallen enough to put the country on track to meet its pledges under the 10-year-old Paris climate agreement. But U.S. emissions are down about 15% over the past 10 years. The report mentions how the U.S. managed to replace coal with cheaper, more efficient natural-gas plants while rapidly scaling wind, solar, and battery storage as their costs fell. At the same time, major gains in appliance, lighting, and building efficiency flattened per-capita power use. This also coincided with improved vehicle fuel economy that helped keep transportation emissions in check.

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Bruce66423 shares a report from the Los Angeles Times: The board of the Los Angeles Department of Water and Power on Tuesday approved a controversial plan to convert part of the city's largest natural gas-fired power plant into one that also can burn hydrogen. In a 3-0 vote, the DWP board signed off on the final environmental impact report for an $800-million modernization of Units 1 and 2 of the Scattergood Generating Station in Playa del Rey. The power plant dates to the late 1950s and both units are legally required to be shut down by the end of 2029. In their place, the DWP will install new combined-cycle turbines that are expected to operate on a mixture of natural gas and at least 30% hydrogen with the ultimate goal of running entirely on hydrogen as more supply becomes available. The hydrogen burned at Scattergood is supposed to be green, meaning it is produced by splitting water molecules through a process called electrolysis. Hydrogen does not emit planet-warming carbon dioxide when it is burned, unlike natural gas. [...] Although burning hydrogen does not produce CO2, the high-temperature combustion process can emit nitrogen oxides, or NOx, a key component of smog. [...] [T]he approved plan contains no specifics about where the hydrogen will come from or how it will get to the site. "The green hydrogen that would supply the proposed project has not yet been identified," the environmental report says. Industry experts and officials said the project will help drive the necessary hydrogen production. "Burning hydrogen produced by 'excess' solar or wind power is a means of energy storage," adds Slashdot reader Bruce66423. "The hard question is whether it's the best solution to the storage problem given that other solutions appear to be emerging that would require less infrastructure investment (think pipes to move the hydrogen to the plant and tanks to store it for later use)."

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concertina226 shares a report from The Register: [A massive power outage in April left tens of millions across Spain, Portugal, and parts of France without electricity for hours due to cascading grid failures, exposing how fragile and interconnected Europe's energy infrastructure is. The incident, though not a cyberattack, reignited concerns about the vulnerability of aging, fragmented, and insecure operational technology systems that could be easily exploited in future cyber or ransomware attacks.] This headache is one the European Commission is focused on. It is funding several projects looking at making electric grids more resilient, such as the eFort framework being developed by cybersecurity researchers at the independent non-profit Netherlands Organisation for Applied Scientific Research (TNO) and the Delft University of Technology (TU Delft). TNO's SOARCA tool is the first ever open source security orchestration, automation and response (SOAR) platform designed to protect power plants by automating the orchestration of the response to physical attacks, as well as cyberattacks, on substations and the network, and the first country to demo it will be the Ukraine this year. At the moment, SOAR systems only exist for dedicated IT environments. The researchers' design includes a SOAR system in each layer of the power station: the substation, the control room, the enterprise layer, the cloud, or the security operations centre (SOC), so that the SOC and the control room work together to detect anomalies in the network, whether it's an attacker exploiting a vulnerability, a malicious device being plugged into a substation, or a physical attack like a missile hitting a substation. The idea is to be able to isolate potential problems and prevent lateral movement from one device to another or privilege escalation, so an attacker cannot go through the network to the central IT management system of the electricity grid. [...] The SOARCA tool is underpinned by CACAO Playbooks, an open source specification developed by the OASIS Open standards body and its members (which include lots of tech giants and US government agencies) to create standardized predefined, automated workflows that can detect intrusions and changes made by malicious actors, and then carry out a series of steps to protect the network and mitigate the attack. Experts largely agree the problem facing critical infrastructure is only worsening as years pass, and the more random Windows implementations that are added into the network, the wider the attack surface is. [...] TNO's Wolthuis said the energy industry is likely to be pushed soon to take action by regulators, particularly once the Network Code on Cybersecurity (NCCS), which lays out rules requiring cybersecurity risk assessments in the electricity sector, is formalized.

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Longtime Slashdot reader AmiMoJo shares a report from the Financial Times: Solar power developers want to cover an area larger than Washington, DC, with silicon panels and batteries, converting sunlight into electricity that will power air conditioners in sweltering Las Vegas along with millions of other homes and businesses. But earlier this month, bureaucrats in charge of federal lands scrapped collective approval for the Esmeralda 7 projects, in what campaigners fear is part of an attack on renewable energy under President Donald Trump. "We will not approve wind or farmer destroying [sic] Solar," he posted on his Truth Social platform in August. Developers will need to reapply individually, slowing progress. Thousands of miles away on the other side of the Pacific Ocean, it is a different story. China has laid solar panels across an area the size of Chicago high up on the Tibetan Plateau, where the thin air helps more sunlight get through. The Talatan Solar Park is part of China's push to double its solar and wind generation capacity over the coming decade. "Green and low-carbon transition is the trend of our time," President Xi Jinping told delegates at a UN summit in New York last month. China's vast production of solar panels and batteries has also pushed down the prices of renewables hardware for everyone else, meaning it has "become very difficult to make any other choice in some places," according to Heymi Bahar, senior analyst at the International Energy Agency. [...] More broadly, the US's focus on fossil fuels and pullback of support for clean energy further cedes influence over the future global energy system to China. The US is trying to tie its trading partners into fossil fuels, pressing the EU to buy $750 billion of American oil, natural gas, and nuclear technologies during his presidency as part of a trade deal, scuppering an initiative to begin decarbonizing world shipping and pressuring others to reduce their reliance on Chinese technology. But the collapsing cost of solar panels in particular has spoken for itself in many parts of the world. Experts caution that the US's attacks on renewables could cause lasting damage to its competitiveness against China, even if an administration more favorable to renewables were to follow Trump's.

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An anonymous reader shares a report: The rush to secure electricity has intensified as tech companies look to spend trillions of dollars building data centers. There's an industry that consumes even more power than many tech giants, and it has largely escaped the same scrutiny: suppliers of industrial gases. Everyday items like toothpaste and life-saving treatments like MRIs are among the countless parts of modern life that hinge on access to gases such as nitrogen, oxygen and helium. Producing and transporting these gases to industrial facilities and hospitals is a highly energy-intensive process. Three companies -- Linde, Air Liquide and Air Products and Chemicals -- control 70% of the $120 billion global market for industrial gases. Their initiatives to rein in electricity use or switch to renewables aren't enough to rapidly cut carbon emissions, according to a new report from the campaign group Action Speaks Louder. "The scale of the sector's greenhouse gas emissions and electricity use is staggering," said George Harding-Rolls, the group's head of campaigns and one of the authors of the report. Linde's electricity use in 2024 exceeded that of Alphabet's Google and Samsung Electronics as well as oil giant TotalEnergies, while the power use of Air Liquide and Air Products was comparable to that of Shell and Microsoft. Yet unlike fossil fuel and tech companies, these industrial gas companies are far from household names because their customers are the world's largest chemicals, steel and oil companies rather than average consumers. The industry relies on air-separation units, which use giant compressors to turn air into liquid and then distill it into its many components. These machines are responsible for much of the industry's electricity demand, and their use alone is responsible for 2% of carbon dioxide emissions in China and the US, the world's two largest polluters.

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An anonymous reader quotes a report from Ars Technica: On Tuesday, Westinghouse announced that it had reached an agreement with the Trump administration that would purportedly see $80 billion of new nuclear reactors built in the US. And the government indicated that it had finalized plans for a collaboration of GE Vernova and Hitachi to build additional reactors. Unfortunately, there are roughly zero details about the deal at the moment. The agreements were apparently negotiated during President Trump's trip to Japan. An announcement of those agreements indicates that "Japan and various Japanese companies" would invest "up to" $332 billion for energy infrastructure. This specifically mentioned Westinghouse, GE Vernova, and Hitachi. This promises the construction of both large AP1000 reactors and small modular nuclear reactors. The announcement then goes on to indicate that many other companies would also get a slice of that "up to $332 billion," many for basic grid infrastructure. The report notes that no reactors are currently under construction and Westinghouse's last two projects ended in bankruptcy. According to the Financial Times, the government may share in profits and ownership if the deal proceeds.

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A global shortage of jet engines is threatening the rapid expansion of AI data centers, as hyperscalers like OpenAI and Amazon scramble to secure aeroderivative turbines to power their energy-hungry AI clusters. With wait times stretching into the 2030s and emissions rising, the AI boom is literally running on jet fuel. Tom's Hardware reports: Interviews and market research indicate that manufacturers are quoting years-long lead times for turbine orders. Many of those placed today are being slotted for 2028-30, and customers are increasingly entering reservation agreements or putting down substantial deposits to hold future manufacturing capacity. "I would expect by the end of the summer, we will be largely sold out through the end of '28 with this equipment," said Scott Strazik, CEO of turbine maker GE Vernova, in an interview with Bloomberg back in March. General Electric's LM6000 and LM2500 series -- both derived from the CF6 jet engine family -- have quickly become the default choice for AI developers looking to spin up serious power in a hurry. OpenAI's infrastructure partner, Crusoe Energy, recently ordered 29 LM2500XPRESS units to supply roughly one gigawatt of temporary generation for Stargate, effectively creating a mobile jet-fueled grid inside a West Texas field. Meanwhile, ProEnergy, which retrofits used CF6-80C2 engines into trailer-mounted 48-megawatt units, confirmed that it has delivered more than 1 gigawatt of its PE6000 systems to just two data center clients. These engines, which were once strapped to Boeing 767s, now spend their lives keeping inference moving. Siemens Energy said this year that more than 60% of its US gas turbine orders are now linked to AI data centers. In some states, like Ohio and Georgia, regulators are approving multi-gigawatt gas buildouts tied directly to hyperscale footprints. That includes full pipeline builds and multi-phase interconnects designed around private-generation campuses. But the surge in orders has collided with the cold reality of turbine manufacturing timelines. GE Vernova is currently quoting 2028 or later for new industrial units, while Mitsubishi warns new turbine blocks ordered now may not ship until the 2030s. One developer reportedly paid $25 million just to reserve a future delivery slot.

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NextEra Energy and Google have partnered to restart Iowa's long-shuttered Duane Arnold nuclear plant, marking the first major U.S. attempt to revive a decommissioned reactor. "We expect Duane Arnold to be back online in early 2029, and the plant will provide more than 600 MW of clean, safe, 'always-on' nuclear energy to the regional grid," said Google in a blog post. Reuters reports: Under the 25-year agreement, the tech giant will purchase power from the 615-MW plant for its growing cloud and AI infrastructure in the state, while also driving significant economic investment to the Midwest region. One of the plant's minority owners, Central Iowa Power Cooperative (CIPCO), will purchase the remaining portion of the plant's output on the same terms as Google, NextEra said. The utility added that it had also signed agreements to acquire CIPCO and Corn Belt Power Cooperative's combined 30% interest in the Duane Arnold plant, bringing NextEra's ownership to 100%.

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North Dakota experienced an almost 40% increase in electricity demand "thanks in part to an explosion of data centers," reports the Washington Post. Yet the state saw a 1% drop in its per kilowatt-hour rates. "A new study from researchers at Lawrence Berkeley National Laboratory and the consulting group Brattle suggests that, counterintuitively, more electricity demand can actually lower prices..." Between 2019 and 2024, the researchers calculated, states with spikes in electricity demand saw lower prices overall. Instead, they found that the biggest factors behind rising rates were the cost of poles, wires and other electrical equipment — as well as the cost of safeguarding that infrastructure against future disasters... [T]he largest costs are fixed costs — that is, maintaining the massive system of poles and wires that keeps electricity flowing. That system is getting old and is under increasing pressures from wildfires, hurricanes and other extreme weather. More power customers, therefore, means more ways to divvy up those fixed costs. "What that means is you can then take some of those fixed infrastructure costs and end up spreading them around more megawatt-hours that are being sold — and that can actually reduce rates for everyone," said Ryan Hledik [principal at Brattle and a member of the research team]... [T]he new study shows that the costs of operating and installing wind, natural gas, coal and solar have been falling over the past 20 years. Since 2005, generation costs have fallen by 35 percent, from $234 billion to $153 billion. But the costs of the huge wires that transmit that power across the grid, and the poles and wires that deliver that electricity to customers, are skyrocketing. In the past two decades, transmission costs nearly tripled; distribution costs more than doubled. Part of that trend is from the rising costs of parts: The price of transformers and wires, for example, has far outpaced inflation over the past five years. At the same time, U.S. utilities haven't been on top of replacing power poles and lines in the past, and are now trying to catch up. According to another report from Brattle, utilities are already spending more than $10 billion a year replacing aging transmission lines. And finally, escalating extreme-weather events are knocking out local lines, forcing utilities to spend big to make fixes. Last year, Hurricane Beryl decimated Houston's power grid, forcing months of costly repairs. The threat of wildfires in the West, meanwhile, is making utilities spend billions on burying power lines. According to the Lawrence Berkeley study, about 40 percent of California's electricity price increase over the last five years was due to wildfire-related costs. Yet the researchers tell the Washington Post that prices could still increase if utilities have to quickly build more infrastructure just to handle data center. But their point is "This is a much more nuanced issue than just, 'We have a new data center, so rates will go up.'" As the article points out, "Generous subsidies for rooftop solar also increased rates in certain states, mostly in places such as California and Maine... If customers install rooftop solar panels, demand for electricity shrinks, spreading those fixed costs over a smaller set of consumers.

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Long-time Slashdot reader schwit1 shares this article from Interesting Engineering: Bill Gates-backed TerraPower's innovative Natrium reactor project in Wyoming has cleared a critical federal regulatory hurdle. The US Nuclear Regulatory Commission (NRC) has successfully completed its final Environmental Impact Statement (EIS) for the project, known as Kemmerer Unit 1, and found no adverse impacts that would block its construction. The commission officially recommended that a construction permit be issued to TerraPower subsidiary USO for the facility in Lincoln County. This announcement marks a significant milestone, making the Natrium project the first-ever advanced commercial nuclear power plant in the country to successfully complete this rigorous environmental review process... The first-of-a-kind design utilizes an 840 MW (thermal) pool-type reactor connected to a molten salt-based energy storage system. This storage technology is the plant's most unique feature. It is designed to keep the base output steady, ensuring constant reliability, but it also allows the plant to function like a massive battery. The system can store heat and boost the plant's output to 500 MWe when demand peaks, allowing it to ramp up power quickly to support the grid. TerraPower says it is the only advanced reactor design with this unique capability. The Natrium plant is strategically designed to replace electricity generation capacity following the planned retirement of existing coal-fired facilities in the region. While the regulatory process for the nuclear components continues, construction on the non-nuclear portions of the site already began in June 2024. When completed, the Natrium plant is poised to be the first utility-scale advanced nuclear power plant in the United States. The next step for the construction permit application is a final safety evaluation, which is anticipated by December 31, 2025, according to announcement from TerraPower, which notes that the project is being developed through a public-private partnership with the U.S. Energy Department. "When completed, the Natrium plant will be the first utility-scale advanced nuclear power plant in the United States."

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