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Just been at a b-day party in the UK. Drove past and did a LONG u turn to get back to the largest Data Centre in the EU. It's in Wales- It is going to add another 30% size/capacity!Originally Posted by prelude
still, there is some hope in the AI power usage space:
https://www.youtube.com/watch?v=x4_RsUxRjKU
https://www.youtube.com/watch?v=4l4UWZGxvoc
the TL;DR: apple's chips are performing quite well with less power AND when the AI bubble goes bust, you have a proper workstation
-P
Just across the Bristol Chanel is Hinkley point A, B and the amazing new Hinkley Point C in Cornwell.
I saw 20 double decker buses bring and taking workers on a Saturday evening at building Hinley Point C. 2027 completion date. It was Amazing to see.
Trivia
Hinkley Point A was one of three Magnox power stations located close to the mouth of the River Severn and the Bristol Channel, the others being Oldbury, and Berkeley.
The construction of the power station, which was undertaken by a consortium backed by English Electric, Babcock & Wilcox Ltd and Taylor Woodrow Construction,[5] began in 1957. The reactors and the turbines were supplied by English Electric.[6]
On 22 April 1966, the Minister of Power Richard Marsh officially opened the new nuclear power plant.[7][8]
Hinkley Point B nuclear power station was a nuclear power station near Bridgwater, Somerset, on the Bristol Channel coast of south west England. It was the first commercial Advanced Gas Cooled reactor to generate power to the National Grid in 1976 and shares its design with sister station Hunterston B nuclear power station. It ceased operations permanently on 1 August 2022. As of December 2025, defuelling of the reactors is complete.
Hinkley Point C nuclear power station (HPC) is a two-unit, 3,200 MWe EPR nuclear power station under construction in Somerset, England
How much power is 3,200 MWe in an Australian context?
In an Australian context, 3,200 MWe (Megawatts electric) is a massive amount of power.
To put it in perspective for you, specifically living in Victoria and interested in the energy market:
1. It is effectively the entire Loy Yang Complex
You know the Loy Yang power stations in the Latrobe Valley?
- Loy Yang A is about 2,210 MW.
- Loy Yang B is about 1,100 MW.
- Combined: ~3,300 MW.
So, 3,200 MWe is essentially equal to the entire Loy Yang complex (A and B combined). This complex currently supplies about 50% of Victoria's total electricity needs.
Despite the CSIRO Gen cost report I thought this very interesting ")
1. The "Sticker Power" (Nameplate Capacity)
If you look purely at the maximum theoretical size of Victoria's fleet, the renewables look much larger than 3,200 MW.
- Rooftop Solar: ~4,800 MW (This is huge—effectively 5 million panels across the state).
- Wind Farms: ~4,500 MW (Estimated based on current generation figures).
- Large Scale Solar Farms: ~1,500 MW.
- Total Vic Solar & Wind Capacity: ~10,800 MW
The Comparison:On paper, Victoria's wind and solar fleet is more than 3 times larger than that 3,200 MW plant.
2. The "Real World" (Actual Energy Produced)
This is where the numbers flip, and why you are interested in uranium. Because the sun sets and the wind stops, those renewable sources only run part of the time (approx. 15-25% for solar, 30-35% for wind). A nuclear plant runs 90-95% of the time.
Here is the annual energy output (based on the 2024/25 financial year data):
- Vic Wind + Solar (All of it combined): Generated approx. 20,600 GWh of electricity.
- A single 3,200 MW Nuclear Plant: Would generate approx. 26,600 GWh of electricity.
The Verdict
A single 3,200 MW power station (like the hypothetical one we discussed) would generate more actual electricity in a year than every single solar panel and wind turbine currently installed in Victoria combined.
hinkle pointC.jpg
Vantage.jpg
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Christmas 2025.jpg
Posting scheduled for Christmas. NOT INVESTMENT ADVICE. See my crayfish dive in Fishing for my misfires
The $150 Case: Why Uranium’s "Stalemate" is Finally Breaking Uranium in 2026 Inflation, missed targets, and why USD$150/lb is actually cheap
BY NAVY DIVER 39
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Industrial Advanced Nuclear Consortium (IANC) represents a pivotal shift in the energy landscape. By bringing together heavyweights like ExxonMobil, Shell, and Rio Tinto, the industry is moving past the theoretical "what if" of nuclear energy and into the practical "how-to" of industrial integration.
Here is a breakdown of why this consortium is a game-changer for the nuclear renaissance.
1. The Critical Role of "Process Heat"
While we often think of nuclear power as a source of electricity, these industrial giants are primarily interested in process heat.
Many industrial processes—such as refining oil, manufacturing steel (Nucor), or processing minerals (Rio Tinto)—require temperatures ranging from 300°C to over 700°C. Traditionally, this heat is generated by burning fossil fuels. High-Temperature Gas-cooled Reactors (HTGRs) and other advanced designs can provide this thermal energy directly, significantly reducing carbon footprints without the efficiency losses of converting heat to electricity and back again.
2. Solving the "Interface" Bottleneck
One of the greatest hidden costs in nuclear deployment is bespoke engineering. Historically, if a refinery wanted to use heat from a nearby reactor, the interface (the system of heat exchangers, piping, and pressure barriers) would have to be custom-designed for that specific site.
The IANC’s goal to establish a set of standards is vital because it:
- Reduces Costs: Standardization allows for "plug-and-play" components rather than one-off designs.
- Simplifies Regulation: A standardized interface makes it easier for safety regulators to approve installations across different sites.
- Scales Fast: It enables a fleet-based approach, where the same reactor model can be deployed at a Chevron refinery or a Freeport-McMoRan mine with minimal architectural changes.
3. The "Olive Branch": A Strategic Shift
The inclusion of oil and gas majors is particularly symbolic. For decades, the relationship between "Big Oil" and nuclear energy was often seen as competitive or even antagonistic.
By forming this consortium, these companies are acknowledging two things:
- Electrification isn't enough: Deep decarbonization of heavy industry requires massive amounts of reliable, carbon-free thermal energy that renewables alone struggle to provide at scale.
- Nuclear is a survival strategy: To remain viable in a net-zero future, these companies must decouple their industrial processes from carbon emissions.
Why This Matters Now
This isn't just about corporate social responsibility; it's about industrial competitiveness. If a company like Nucor can produce "green steel" using nuclear process heat, they gain a massive advantage in a market increasingly defined by carbon taxes and ESG requirements.
Key takeaway: The IANC is moving nuclear energy out of the "utility" silo and into the "industrial tool" category, treating reactors as specialized furnaces rather than just power plants.
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Sorry Champane is flowing. Skipped a little local fire and wrote a bit
Bulldust and Real. U308 gold and silver records
Link to my rubbish
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"The month-end joint AUM figure of URA/URNM/URNJ increased by a staggering +46.2% from $7.403B the prior month to $10.826B at the end of January. That’s a one-month +$3.42B increase (yes, billion) in AUM"
Add 80 billion for new AP1000 reactors and 3 billion for Nuclear fuel for some serious money flows
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