Tag Archives: Renewable energy

TYS squared

That is the setting, but before we go there, a little reminder from past blogs. Just so you know I wasn’t kidding. On January 29th I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) as well as ‘What do bubbles do?’ on November 1st 2025 (at https://lawlordtobe.com/2025/11/01/what-do-bubbles-do/), so this is not out of the blue. Yet several facts were revealed which requires me to give you the setting of power shortages which I raised in ‘As limits are reached’ on June 29th 2024 (at https://lawlordtobe.com/2024/06/29/as-limits-are-reached/), so this are the settings I warned people about and now we see

So, it started today with a person named Torben Hansen on LinkedIn giving us “Oracle just shelved a €2 billion Al datacenter project. Amazon paused €7 billion in investments. Not because of tech limitations or lack of capital – but because they can’t get electricity. In Frankfurt – Europe’s digital heartland – new Al data centers face 8-13 year wait times for grid connections. Here’s the brutal reality:” as well as “Germany’s electricity: €0.25-0.30/kWh vs €0.05-0.07 in Asia (3-6x more expensive) GPT-4 training consumed 51,773+ MWh of energy One datacenter powering Al needs 4 gigawatts
Additional cost per training run: €500M+
Germany’s Al ranking: Dropped from #3 to #9 globally in 2 years
Imagine having world-class talent, billions in investment, and world-leading research – then telling companies “sorry, we don’t have the power lines.” That’s Germany in 2025.
While the US adds 400+ MW of Al capacity annually, Germany accepts ZERO new data centers until 2030. The result? Our brightest minds migrate. Research stays. Jobs leave.

So, the ‘presentation’ reflects what I foretold. But now the sad part, there is no news on any of this. There is even a ‘Google set to reveal “largest ever” investment plan for Germany – report’ a mere 4 days ago (at https://www.datacenterdynamics.com/en/news/google-set-to-reveal-largest-ever-investment-plan-for-germany-report/) this is why I check EVERYTHING. The setting from both Amazon and Oracle cannot be vetted, but a mere 4 days ago (as well) we are given “But Oracle stock is now trading down around 25% from its 52-week high as investors grow critical of artificial intelligence (AI) spending. Oracle is not alone. Last week, Meta Platforms sold off because investors didn’t like how its operating expenses were outpacing revenue growth.” That too was predicted and it is the effect of a bubble, so to say the stock is going bubblelicious. But that does not reflect on who is giving us the facts and who is giving us the runaround. I am trying to give you the facts. The second fact that seems to ‘contradict’ the ‘facts’ by Torben Hansen as the DCD gives us (at previous given address) “Amazon Web Services (AWS), meanwhile, committed some $9.44bn to its Frankfurt cloud region in June 2024, and a further $8.47bn to establishing a European sovereign cloud in the country, which was launched as a separate entity earlier this year.” So something is amiss. I still believe in the predictions I gave you all, but a bubble tends to be presented at the moment it goes boom. Yet a week ago (at https://www.cleanenergywire.org/news/lacking-grid-access-major-obstacle-germanys-energy-transition-technologies-associations) we are given ‘Lacking grid access major obstacle for Germany’s energy transition technologies – associations’ with “Germany needs to “significantly improve access to grid connections” for electric vehicle charging stations, storage facilities and large heat pumps, a group of 13 associations from the energy, housing and consumer protection sectors said in a joint appeal. “Industry, commerce and private households are ready to invest, build and transform,” the group wrote. “But without access to a modern grid infrastructure, many projects remain unimplemented.”” As well as “Germany’s lagging electricity grid expansion remains a key hurdle for the shift to renewables. Electricity retailers have warned that significant delays in connecting EV charging points and solar PV installations to the local power grid are putting the brakes on the country’s energy transition.” So there are issues, but I do not see any shortages that would halt data centers and Oracle gave us in may that millions are invested in both Germany and the Netherlands. I reckon that there would be clear signals if the presented facts were actually true. So whilst I am really reeling for a “told you so” setting, even a squared setting of told you so, there is a larger setting that requires all our attentions. The verification and validation of presented facts requires checking at nearly every bend, curve and turn of the way. So whilst the cartoon image is highly entertaining, it is all it is, entertaining. 

But I do like to check all the ins and outs of statements thrown my way and in this case I though I would get to loudly go ‘told you so’ and in the end I cannot yet do that and that is the setting that I face today. I till believe that this bubble comes crashing down, but in its own right, not by presenting (what I perceive to be) false settings towards at least one titan in the IT business who has always steered a straight course. 

And in the final setting we see that “hyperscale centers requiring 100 megawatts or more”, how much more is really depending on the centre, but to set the power ‘demand’ to 40 times that for an AI centre becomes debatable, especially as both the Netherlands and Germany have a good grasp on the energy they have and what is required. So I am seeing all kinds of red flags at present. And I still have the ‘told you so’ setting because verification and validation are pretty important markers in the AI field. So the next move is on the Media and to run down the truth of both German energy as well as Amazon and Oracle, but that is merely my point of view. Have a great day.

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A new low

Yup and it is not a bad thing, but a setting of happy happy joy joy. I learned a few hours ago that Saudi Arabia (of all places) was mentioned (at https://renewablesnow.com/news/saudi-arabia-claims-record-low-wind-cost-in-4-5-gw-renewables-awards-1283966/) with ‘Saudi Arabia claims record-low wind cost in 4.5 GW renewables awards’ not the Netherlands, or Sweden (where stormy winds are king) it is the Kingdom of Saudi Arabia that is heralded as the new low in wind power. I have to admit that it took me by surprise. The mention of “a record-low global cost for wind power generation at USD 13.38 (EUR 11.49) per MWh” for the people in Saudi Arabia. That makes a setting of €0.01149 per kWh (if I calculated that correctly) is is one way to put down the living expenses of people all over the planet and when you consider that in Europe (EU) the price of electricity is approximately €0.1899 we can assume that even at 50% the electricity firms will still make a profit. As I see it, good news for all the people in Europe (and a few more places beyond that) and I never expected that the land of oil would set the charge of renewables, not in my lifetime. So we should see the joy on what Saudi Arabia achieved here. We are given “The government-owned entity, which is responsible for procuring electricity from independent power producers (IPPs), said on Monday that the initiative is part of the sixth phase of the National Renewable Energy Programme, supervised by the Ministry of Energy. The contracted projects are spread across four provinces in the Kingdom and represent a combined investment of more than SAR 9 billion (USD 2.4bn/EUR 2.06bn)” as well as “The wind project, the 1.5-GW Dawadmi in Riyadh Province, has achieved the lowest leveled cost of electricity (LCOE) for wind power generation so far, according to the statement.” So a hip hip and a hurray for the people who made that happen. Because that is the kind of achievement that could help over a billion people getting their expenses down and the setting that we might see a 50% less costs on energy is a new threshold for anyone requiring power. The article also shows a table of the 5 places where this is happening and how much is being generated. As I see it, the wind-farms currently being created might see a revisit from new people with additional insights in this strength of the energy woods and I reckon we will see a lot more additions in a few places soon enough drowning costs for people all over the world.

I feel giddy at this point. It is not often that you see an impressive downing of the cost of living, but this is definitely one we all should applaud.

Have a great day today.

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The view over a distance

That is what I see, at a distance my old country (the Netherlands) is setting a new premise of pressure. In the BBC article (at https://www.bbc.com/news/articles/cn40y9yxkgvo) we are given ‘Netherlands’ renewables drive putting pressure on its power grid’ and that is fine. For me (my intake) is that the setting is that when there is no renewable energy, they will have to resort to the old setting (like gas or oil) and there is ample reason for this. Yet we are given “In a Dutch government TV campaign called “Flip the Switch” an actress warns viewers about their electricity usage. “When we all use electricity at the same time, our power grid gets overloaded,” she says. “This can cause malfunctions. So, use as little electricity as possible between four and nine.”” A setting we comprehend, the other option is that we are ‘handed’ the setting of “Renewable energy prices in the Netherlands are not a separate category but are included in the overall electricity price, which currently averages around €0.33 per kWh” so we could end the setting that renewable energy above a certain usage is delivered at €0.99 per kWh, the rest can either adhere to the additional prices or accept that oil is the other party in the mix (at €0.33 per kWh), a simple solution for the Dutch to increase what they have going in renewable settings. And there is no blame on the Dutch admittedly we are given “it leads the way in Europe for the number of solar panels per person. In fact, more than one third of Dutch homes have solar panels fitted.

The country is also aiming for offshore wind farms to be its biggest source of energy by 2030.” And that is a time pressured setting and the Dutch political systems know this. There is no averting your eyes from the needs and the Dutch know this too well. The other nations face a similar setting, the Dutch were however a lot more hands on into finding these options and they have 18 million people in that nation, it is almost as much as the Australian population (27 million) but the area differences is that the Netherlands is only 0.54% of Australia, setting the premise that the Netherlands has the population pressure of Sydney on a national foundation, they needed a renewable energy policy in place. No one denies that. But the needs are not matching the availability. As such my solution at a premium (which might achieve the same setting) or accept that oil isn’t a thing of the past yet and perhaps in 2030 when there are the actual additional kWh available it will be possible and at that point the Dutch are still the first by a mile over all other European nations to be the first to get to a positive carbon setting, even above zero carbon (meaning that no carbon emissions are being produced from a product or service) and that is quite the achievement to have. Oh, and I reckon that these kids squandering energy as they mine for bitcoins will foot that bill as they are eager to get wealthy and those who do not, get to explain to their mummies and daddies why they need a RTX 5090 32gb AMD Ryzen 9 9900x3d to play Frogger (or Minecraft). I wonder how many excuses they will employ and in the meantime it will reduce the pressures as well, I just wonder how much as there is no real number on the number of bitcoin miners, but they do have a top100 in the Netherlands, so anything is possible.

The other part of the explanation is given to us by Kees-Jan Rameau, chief executive of Dutch energy producer and supplier Eneco. ““Nowadays we’re switching to renewables, and that means there’s a lot of power being injected into the grid in the outskirts of the network where there are only relatively small power lines.” And these small power lines are struggling to cope with all the electricity coming in from wind turbines and solar panels scattered around the country.” OK, that is a fair assessment, but those cases could be renewed or reviewed and separate cables could be set to whatever the renewable setting is to a clear hub (my lack of technical knowledge is optionally at fault here) and that could have been seen in advance to the renewable farms being designed (as I personally see it). 

We get all the excuses and not the simple setting that even as the Netherlands is already at 70% renewable, there was no way that they would be ready before 2035 and that is likely a decade ahead of several other EU nations, the only exception might be Sweden as it constructed Vattenfall some time ago, so they get to have a head start, and they only have 11 hungry mouths to supply and that is as it is 1 times larger, but the bulk of that nation is in the southern third of that country. So they are in a comfortable league to stay even with Dutch ingenuity as I personally see it. 

So whilst the BBC is correct in its article, I fail to see the applaud that the Dutch are due as they are one of the few EU nations that achieved what was needed to achieve (with Sweden in second place) I am missing that part in the article, no matter the laurels that are due Kees-Jan Rameau of Eneco. It is a side we should have been given in this all. So where do Germany, France and the United Kingdom stand in this, how far are they? Just simple questions that come to mind. 

Have a great Sunday (I am having mine with chocolate sprinkles) and enjoy the pre Monday bash you will enjoy, except Canada, they started the weekend a day early due to the Toronto Blue Jays giving the Dodgers (LA) a thrashing with their 11-4 victory. Lucky bastards, a long weekend where none was given.

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And the price goes to?

This is the thought that started me this morning. The two articles in The Guardian, ‘Al-Qaida tempts Yemen recruits with quiz offering AK-47 as top prize‘ as well as ‘Jeremy Corbyn says Labour manifesto will transform people’s lives‘ gave me that feeling. Both hollow, both set in a weird form of fanaticism. The only thing that Labour does is push people to their doom by giving false hope and setting in motion promises that cannot be kept, for the mere reason that previous Labour administrations left the people in the United Kingdom with minus a trillion pounds. That requires £100,000 pounds per person to clear. So do you, the UK voter have £100,000? I guess that in well over 99% of the cases that is a no. So Labour is pushing a game that cannot commit to and should they push for it, it will leave the UK without any hope, pretty much pushing the UK people towards the Greek way of life. You might have seen that on the TV. Consider, that if the Tories could secure the election by just giving 10,000 nurses a job, would they not have done that? They are committed to grow the UK back to strength, it will take at least 5 more years to get the UK in a much stronger position. In addition, the European zone is in an unsecure place too. Even if they hide it in some good, some bad; They keep on spending. The quote “Mario Draghi said the European Central Bank’s stimulus hasn’t finished the job yet” refers to his monthly billions upon billions of spending on things that are not bringing anyone an economy tht brings money or jobs to the people. They are not securing jobs and they are increasing the debt by about 80 billion euro’s a month. Basically they are adding a second trillion euro’s in the second year that this is going on. So as we see some hollow promises, look at the Al-Qaida article where we see: “Al-Qaida is attempting to recruit new members in Yemen by holding a quiz, with an AK-47 assault rifle as top prize, according to local residents and media“, by the way, the second price is a motor cycle and the third price a laptop. It is one way to get militants, via direct mailing, yet what this organisation has in common with Jeremy Corbyn is that they both advocate a path to certain death. Who signs up for that?

In the previous election we did not fall for the unsubstantiated offers by Ed Miliband, the UK voters should not do that this time around either. The Labour party realises to get anything done, one needs to govern, yet when labour gets close to be in that position, we see infighting. discord amongst the ranks and power hungry labour MP’s the moment they think that they can get ahead. This is not the path to help the people of the UK.

So when we look at the mere examples:

  • Abolish university tuition fees
  • boost infrastructure investment
  • renationalise the railways
  • increase the minimum wage to £10 an hour

In these examples, how can any government a trillion pounds in the red do any of this? Because any government pulling this off, I would vote for that player, but when it is a hollow promise, one that cannot be kept, what are they other than wannabe’s with no clue how to get it done? It is only the 4th one that has a certain merit, yet when they do that, how many places will lose jobs and one person have to do the work of two? I have quite literally been in such places in the 80’s. I can tell you, there will be no objections, because you have a job and the few pennies more will reflect in longer hours (often not paid for) and as you get home with less and less energy it will become the hell you never wanted. All because the labour party failed calculus. In this we can speculate with a decent amount of certainty that they are doing this as they noted that the UK unemployment rate is at its lowest. Yet, bosses report to people who want to see return on investment, so as wages go up, production will either go up by certain amounts, and if that is not possible jobs are shed, because the bosses want their pound of commission, so the game is played on. Still the fourth past is the most likely option to work, the rest will cost the coffers of the chancellor, which is currently an empty chest filled with outstanding debt notices. debt notices the previous labour government dumped into that same coffer and we are still paying for those. So do you honestly want to add to that? So as we see this we now need to focus on: “Senior insiders say the drafting process involved a very small group, led by Corbyn’s policy chief, Andrew Fisher, in close consultation with McDonnell. Individual shadow cabinet members were only given details of policies in their own area; while the political officers of the affiliated trades unions were allowed to come and see the entire document, and discuss its contents with Fisher, earlier this week, but were not allowed to take a copy away“, so Labour makes a manifesto that is shown to a few insiders, yet it needs to be kept under wraps, all this whilst the elections are merely a little over 3 weeks away. So now we see them stating “each faction in the Labour party blames the other side for the embarrassing leak“, so they are blaming the Tories? All this should have been known to the optional Labour voter weeks ago. To drop something that I can shoot holes in in merely 5 minutes implies that Labour has gotten more clueless, they have no direction and they are giving voters the idea that they have a clue by offering things that cannot be achieved in this economy. If labour was true to all people, they would set in motion to raise the price of milk by £0.50 per litre so that the farmers in deep debt could find some relief. Where is that in their manifesto, where are they voicing this? People do not want to hear about raising the cost of living, because for the most the people in the UK have lost their quality of life. This is why Labour is pretty much bullshitting you. True Labour would have stood up for the farmers and their hardship, but the sexy side of governance is not found in that part of the world, so they remain silent. There you see the first direct evidence that this Labour is the same waste as the previous three ones, the two elected who drive us into debt, one non elected because there was no way to make good on the promise and the present one trying to razzle dazzle you with a manifesto that has no bearing on the reality of life, that is their embarrassing moment. In that whose story would you go for 1st, Al-Qaida with their Kalashnikov or Labour with nationalising the rails (which the BBC already showed in details in 2013 that it was not possible) and 60% in renewable energy. An absurd notion that the Swedes achieved as they have 3 cities (Stockholm, Goteborg and Malmo), with a total national population of 10 million people. The UK with 68 million and a lot more cities. the Greater London area alone is the size of the entire Swedish population, after that we get Manchester, Liverpool, Nottingham, Sheffield, Bristol, Leicester, Edinburgh, and these are merely the places larger than Malmo, the smallest of the three cities. The UK would require renewable energy amounts in excess of 750% of what Sweden has, a feat that is not possible as the UK would be short by well over 90% of the required need at present. So again we see how the Labour party is just full of… that stuff the cows make and makes the grass grow (read: it is a 4 letter word)?

There is just the small part of the manifesto I saw and some of what the media leaked. In addition, the fact that some in that small inner circle leaked it gives reason that they know that what they claim to offer is nowhere near feasible. That is modern labour for you. I could have made a much better manifesto in hours, one that might not have good news, but one that labour people could be proud of. Jeremy Corbyn basically left them with nothing and as we read that the other two were Andrew Fisher and John McDonnell, I just have to ask. Was Fisher not the one sacked in 2015? So how did he get back in the good graces of Corbyn? There is less against McDonnell the man is pure labour and we can ask how it is Corbyn and not McDonnell that is leading labour. That being said and how we is making the tuition free claim, how can he stand with this? Several sources have been asking how it will be paid for and not one valid answer came back at present. I will not fault them for the attempt as it is a noble one, yet when the treasury is showing well over minus a trillion, there is no way to get it done. Consider that there is still a deficit at present (it is a lot lower, but there is a deficit none the less), how can this be paid for? The government can pay for it, driving their costs up, or offer a tax incentive to companies lowering their income, there is no real solution. Some have been speculating into IP and letting students earn value whilst they study lowering their debt. Yet in that they would either take someone’s else’s job, or the last one there would be discriminatory value as IP Law Students and Engineers will have an unfair advantage against other students as patents are valued more and more. It is the most likely and the least fair system. It would drive business and art students in a rage as they need to pay full fair, which would be an unjust path.

If there is one side in the Labour manifesto that I support to some degree is that there would be a tax bracket for those making in excess of £80K, yet only if the 0% tax amount gets raised to give the lowest group a little more cash. If the 0% bracket is raised by £1500, whilst the 80% bracket is no more than 3% higher, there would be a social justice in play. Oh, and all references on how the higher bracket funds nurses, better realise fast that the highest income class, constitutes a group of less than 25,000 people, so how much extra would you charge them? The HMRC has those numbers (to some degree) and when you consider the cost of 10,000 nurses, you will realise that there is no validity or reality in such claims. Labour is failing the people if the United Kingdom in several ways and it started with a laughable presentation on a manifesto that has no bearing on truth or reality, the fact that it will be shown to the people in the 11th hour, how much faith can you have in any manifesto that is not openly shown, will not be in play until they are in office and the fact that large parts are already shown as non-achievable, how can you give them any consideration? In that I recall the UKIP manifesto, I might not agree with it, there are plenty of opposing views, but they gave it out when they tried to go for the election trophy, at the beginning, not at the point where the readers get a two-minute warning.

Oh, and for the little heads up. I will soon treat you to a story on how a place like the Australian Foodco, who is presenting the sale of franchises and only afterwards tell the people that its business model relies on underpayment, which actually will never work at all. Just in case you are interested in starting a franchise.

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