Looking to 2025: Data center buildout continues but challenges remain - skilled labor shortages, multi-year waits for key equipment, permitting delays. Success will favor companies with established market positions and cash flows over pure-play, commoditized cleantech.
17.01.2025 18:32 — 👍 1 🔁 0 💬 0 📌 0
Manufacturing reshoring + data center construction now exceed $250B annual spend, 2x+ from 2021. Grid modernization capex up 25-50% from historical levels. Natural gas turbine orders hit decade-high growth rate.
17.01.2025 18:32 — 👍 0 🔁 0 💬 1 📌 0
AI & data centers creating massive power demand. Utilities project 25-130GW new capacity needed by 2030 (current base ~25GW), driving grid infrastructure investments and benefiting established industrial players.
17.01.2025 18:32 — 👍 1 🔁 0 💬 1 📌 0
Post related to pod: 2024 saw major divergence in clean energy stocks: Traditional cleantech (solar, wind, batteries) fell 25-35% while cleantech-adjacent industries like power equipment and HVAC showed strength, particularly in data center infrastructure.
www.shanumathew.com/2024-cleante...
We can and should try to overcome some of the industry's challenges around build timelines and cost overruns, some driven by regulatory constraints but others from poor operational track record too. Point is there are real obstacles to growth and its no silver bullet.
14.01.2025 15:30 — 👍 2 🔁 0 💬 0 📌 0
"[Sizewell C] is due to start generating in 2029 at the earliest, and cost up to £46bn. That compares with initial expectations from 2016 that it would start at the end of 2025 and cost £18bn." Where else is 4 years and $30 billion off budget acceptable? ft.com/content/0b48...
14.01.2025 15:30 — 👍 0 🔁 0 💬 1 📌 0
Despite being heralded as model nuclear nation, France's EDF faces mounting debt from delays & cost overruns. Auditors warn against new builds until better prepared, as their 6-reactor plan hits €80B & projects like Flamanville-3 finished 12 years late. bloomberg.com/news/article...
14.01.2025 15:30 — 👍 0 🔁 0 💬 1 📌 0
I'm all the above energy and pro-nukes + normal caveats.
Nuke bros - keep the same energy when we see headlines & stories like this.
-EDF Must Not Rush Into New Nuclear Projects, Auditor Says
- Cost of Sizewell C nuclear project expected to reach close to £40bn
A fire-resistant home in LA survived devastating wildfires due to strategic design: minimal vegetation, concrete walls, simple roof lines, and fire-rated materials. This highlights how architectural choices could help protect homes as climate change intensifies wildfire risks.
14.01.2025 15:29 — 👍 2 🔁 0 💬 0 📌 0
A fire-resistant home in LA survived devastating wildfires due to strategic design: minimal vegetation, concrete walls, simple roof lines, and fire-rated materials. This highlights how architectural choices could help protect homes as climate change intensifies wildfire risks.
14.01.2025 15:18 — 👍 2 🔁 0 💬 0 📌 0
AI boom is fueling massive datacenter and power infrastructure buildout, but critical mismatch exists: compute adapts in months while power takes years to deploy. Lag is potentially causing overordering of power capacity, mirroring past boom-bust cycles but w/ long lead times.
14.01.2025 15:05 — 👍 1 🔁 0 💬 0 📌 0
Biden's order fast-tracks AI infrastructure by letting companies build data centers on federal land and streamlines power grid connections. Key shift: federal sites can help speed up permitting and interconnection for both data centers and clean power facilities.
14.01.2025 14:05 — 👍 4 🔁 1 💬 0 📌 1
Has anyone confirmed these $ or do they just assume a market price * the tons announced?
"Microsoft, Google and others have recently invested close to $300 million in startups that believe they can realize that goal and develop carbon credits in the process."
"American household electricity consumption grew at an accelerated clip over the past five years amid hotter and longer summers, data going back to the late 1990s from the US Energy Information Administration show"
13.01.2025 18:15 — 👍 0 🔁 0 💬 0 📌 0
Fortress announces funds managed by affiliates have acquired assets of APR Energy, comprising 30 mobile gas-powered turbines with a combined energy generation capacity of 850 megawatts. The turbines are immediately available for deployment [for datacenters]
13.01.2025 18:15 — 👍 2 🔁 0 💬 0 📌 0
The US plans massive gas power expansion: Enverus forecasts 80 new plants by 2030 (+46GW, 20% more than last 5 years). Wood Mackenzie and S&P project it can get even faster growth at 35-66% increase over 5 years, driven by AI computing demands and need for reliable power.
13.01.2025 18:15 — 👍 5 🔁 2 💬 1 📌 1
Spotify: open.spotify.com/episode/4wnW...
13.01.2025 17:00 — 👍 0 🔁 0 💬 1 📌 0
Excited to share that I got the opportunity to make an appearance on one of my favorite energy transition podcasts, 🎙Redefining Energy hosted by Laurent Segalen and Gerard Reid! We discussed market performance and outlooks for Cleantech and 'Cleantech-adjacent' equities. Listen below!
13.01.2025 17:00 — 👍 2 🔁 0 💬 1 📌 1+111% trailing 1Y* obvious if you look at 1Y chart but to avoid confusion
10.01.2025 20:10 — 👍 0 🔁 0 💬 0 📌 0
CEG +25% on the day (reminder was +111% pre-announce).
Market telling you it likes purchase price. Believes in load growth. Likes angle of nuclear + gas & sees growth in TX and CA.
Calpine operates 79 facilities totaling 27.7 GW, mainly in TX, PJM, & CA; mainly natural gas.
Moar Power deals (maybe): Virginia Transformer is exploring a sale that could value them at $6 billion+, amid soaring demand.
"Hitachi Energy, the world’s largest producer of transformers, in November warned that the industry is overwhelmed and unable to meet exploding demand"
Hold politicians accountable. Do deserve blame for being asleep at wheel.
BUT ALSO keep the same energy when funding plans are proposed to invest proactively into infrastructure.
Transparency & accountability key here. Need to see where $ go and if they're spent well vs. grift.
Over the MT-LT, Climate change AMPLIFIES CONSEQUENCES OF POOR PLANNING and INCREASES VULNERABILITY POINTS. This reality should drive preventative action and infrastructure hardening TODAY. Scorecard doesn't get judged until future but it's moot after crisis hits.
10.01.2025 14:54 — 👍 0 🔁 0 💬 1 📌 0
The pushback against using climate change as a universal scapegoat is HEALTHY SOCIETAL DISCOURSE.
Rather than an excuse for inaction, climate risks should catalyze immediate, concrete steps to strengthen infrastructure and build community resilience IN ADVANCE OF DISASTER.
Power M&A is so back: AEP agreed to sell a minority stake in its transmission business to KKR & Co. and Canada’s PSP Investments for $2.8 billion. Acquire a ~20% interest in AEP’s Ohio, Indiana and Michigan transmission companies. Investing in tx as electricity use set to surge.
10.01.2025 14:52 — 👍 2 🔁 0 💬 0 📌 0
Deal driven by AI data center power demand boom. Merger combines nuclear leader with major gas/geothermal player, expanding footprint in key markets like TX/CA where AI computing is driving electricity demand growth. wsj.com/business/dea...
10.01.2025 14:52 — 👍 0 🔁 0 💬 0 📌 0Constellation buying Calpine for $16.4B in stock/cash + $12.7B debt (8x '26 EBITDA). Combined co. will have ~60GW capacity across nuclear, gas, renewables spanning US coast-to-coast. Major presence in TX, CA, NY, PA. Creates leading retail energy provider serving 2.5M customers.
10.01.2025 14:52 — 👍 0 🔁 0 💬 1 📌 1
NYT article mentioned: "Fires in 2017 and 2018 wiped out a full quarter-century of profits for insurers, leading many carriers to reduce the number of homeowners they covered." nytimes.com/2025/01/08/c...
09.01.2025 17:19 — 👍 0 🔁 0 💬 1 📌 0
Good summary from Claude after feeding a few articles, will share a helpful NYT one in the replies to this.
It's a doom loop. "The fundamental challenge is pricing climate risk accurately while keeping insurance accessible"
