Excellent piece! Drills down into EIA forecast, of 1200 TWA increase over 10 years. I took this as a Fate Accompli in piece I wrote on my substack a month ago. Good stuff.
I think 5 years is an ambitious timeline for expanding any capacity beyond current shovel in the ground projects.
But you are probably right, with serious mobilization now, over a 10 year horizon substantial onshore capacity could be installed.
I’ve been saying for years that the power panic around AI is a nothing-burger. Chip efficiency is compounding exponentially, but most analyses assume it’s static. Meanwhile, real AI usage is growing—just nowhere near fast enough to overwhelm those gains.
Excellent piece! Drills down into EIA forecast, of 1200 TWA increase over 10 years. I took this as a Fate Accompli in piece I wrote on my substack a month ago. Good stuff.
I think 5 years is an ambitious timeline for expanding any capacity beyond current shovel in the ground projects.
But you are probably right, with serious mobilization now, over a 10 year horizon substantial onshore capacity could be installed.
Let me know your thoughts!
https://open.substack.com/pub/brynjo/p/the-perfect-storm-when-green-ambition?utm_source=share&utm_medium=android&r=7otr1
It sounds like the US government will be subsiding the AI companies.
https://substack.com/@dekleptocracy/note/c-175333104
I’ve been saying for years that the power panic around AI is a nothing-burger. Chip efficiency is compounding exponentially, but most analyses assume it’s static. Meanwhile, real AI usage is growing—just nowhere near fast enough to overwhelm those gains.