This chart shows box‐and‐whisker plots of hourly CO₂ intensity (in grams of CO₂ equivalent per kWh) for Germany (left panel) and France (right panel) over a full year (2025). #nuclear #cleanenergy

The uranium market is not just cyclically tight - it is structurally undersupplied. With inventories fading, production flat or declining, and demand accelerating, the deficit is real, deepening, and unlikely to reverse before the mid-2030s.

Things are looking pretty bad for the New York City grid next week.

There is a nonzero chance of rolling brownouts on Election Day.

And remember: CUOMO DID THIS. He shut down Indian Point nuclear plant, which provided 2 gigawatts of clean power to the city.

Don’t rank Cuomo.

Phu Quoc, Vietnam. A nice alternative to more common holiday jurisdictions like Thailand for a beach/resort.

A chart comparing various electricity sources on the nyiso grid

Fossil fuel electricity generation is up 29% since New York shut down Indian Point nuclear power plant.

Do not put Cuomo on your ballot!

Bearded Dragon on a strainer post.

Mining is hard!

Nice!

NotebookLM is such a useful tool for learning any new topic. Even more so with the new 'Discover sources' button. Below is a mind map that I created based on my own research topic, uranium supply and demand dynamics.

Can be arranged.

Nuclear reactor constructions (first concrete pour to grid connection) ordered by first concrete date, from top (oldest) to bottom (most recent)

Nuclear reactor constructions (first concrete pour to grid connection) ordered by first concrete date, from top (oldest) to bottom (most recent). Each horizontal bar represents one nuclear reactor (length of the bar = time taken, in days, from first concrete to grid connection).

Record surge in zero/negative electricity prices in March 2025 ⚡
14.05% of dispatches across Australia's NEM hit zero or below.
Great for clean energy — but too much cheap power can distort markets & complicate grid ops.
Energy transition = not simple.

😂

March 2025 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t Electricity Maps

ASX uranium stock returns. #uranium #asx

I’m waiting for authorisation of that zone.

🌍⚡ How clean is your electricity?
This chart shows the mean CO₂ intensity and power mix breakdown for various regions around the world in March 2025.

📡 Data: @electricitymaps.com
📈 Viz: @grantchalmers.bsky.social

#EnergyTransition #Electricity #CO2 #DataViz

This heatmap illustrates the impact of time of day on wind farm output across three major Australian states, highlighting the continued 'hollowing out' of capacity factors in the middle of the day.

💪💪

The heatmap displays the capacity factor (CF) of wind farms in Victoria (VIC) and South Australia (SA) for January across four years (2022 to 2025). The CF is presented in 4-hour time blocks (9 AM - 12 PM and 1 PM - 4 PM). Each row represents a year, and each column corresponds to a wind farm.

This visualisation presents cumulative uranium supply deficit scenarios over time, from 2024 to 2040. It illustrates different demand scenarios and the growing shortfall in uranium supply relative to demand. #uranium #demand #supply

Februrary 2025 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t Electricity Maps

Cumulative uranium supply deficit scenarios. The scenarios are represented by three lines, each corresponding to different demand forecasts and production ramp-up assumptions:
My Base Case (353 Mlbs demand by 2040)
WNA Mid-point (385 Mlbs demand by 2040)
WNA Upper (455 Mlbs demand by 2040).

I'm looking forward to chatting with these legends of nuclear advocacy on Monday morning!

Australia's bitter partisan debate has drifted far from the point: cleaning up our energy system. Come along for a refreshing look at what this clean, reliable energy source can offer us.

9am AEST / 10am AEDT

January 2025 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.

#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t @electricitymaps.com

This chart shows box‐and‐whisker plots of hourly CO₂ intensity (in grams of CO₂ equivalent per kWh) for Germany (left panel) and France (right panel) over a full year (2024). #nuclear #cleanenergy