1 00:00:04,879 --> 00:00:07,160 Speaker 1: What's going on? Thank you so much for listening to 2 00:00:07,200 --> 00:00:09,640 this podcast. It is heard live every day from noon 3 00:00:09,679 --> 00:00:12,519 to three on WBT Radio in Charlotte. And if you 4 00:00:12,560 --> 00:00:16,719 want exclusive content like invitations to events, the weekly live stream, 5 00:00:16,760 --> 00:00:19,239 my daily show prep with all the links, become a patron, 6 00:00:19,320 --> 00:00:22,600 go to dpeakclendershow dot com. Make sure you hit the 7 00:00:22,640 --> 00:00:25,160 subscribe button, get every episode for free, write to your 8 00:00:25,160 --> 00:00:27,719 smartphone or tablet, and again, thank you so much for 9 00:00:27,760 --> 00:00:33,960 your support. I know last hour I probably sounded a 10 00:00:33,960 --> 00:00:37,640 bit like an expert in Canadian politics. That was due 11 00:00:37,679 --> 00:00:43,119 to my crash course studying of about twenty minutes. Now 12 00:00:43,200 --> 00:00:46,280 I shall shift gears because I also spent about fifteen 13 00:00:46,359 --> 00:00:52,920 minutes this morning becoming an expert in Spanish renewable energy. Yes, 14 00:00:53,439 --> 00:01:00,359 so last week Spain celebrated last week, literally last week, 15 00:01:01,479 --> 00:01:08,280 one hund renewables for their energy system. Okay, look at us, 16 00:01:09,799 --> 00:01:13,319 We're one hundred percent renewable. We care more about Gaya 17 00:01:13,400 --> 00:01:16,599 Earth than everybody else. We are so superior. And then 18 00:01:16,680 --> 00:01:21,400 this week the lights went out yesterday, Actually, Spanish grid 19 00:01:21,640 --> 00:01:28,959 operators found themselves sprinting against sunset yesterday. Emmet Penny, writing 20 00:01:29,000 --> 00:01:32,439 at Compact magazine saying the entire country had blacked out, 21 00:01:32,760 --> 00:01:36,400 not from the siesta or the uh, well, the siesta 22 00:01:36,480 --> 00:01:40,920 is the nap, but from the drinking, not from that. No, 23 00:01:41,359 --> 00:01:46,640 literally the yeah, everything was shut down, like everything. Planes 24 00:01:46,799 --> 00:01:50,400 paused on the runway because there was no air traffic control, 25 00:01:51,000 --> 00:01:55,120 Trains lurched to a stop on the tracks or sat 26 00:01:55,159 --> 00:01:58,599 in their bays at the station. Within a few hours, 27 00:01:58,680 --> 00:02:03,879 the Spanish Spanish government had declared a national emergency. The 28 00:02:03,920 --> 00:02:10,120 blackouts went into France and Portugal. Europe is learning another 29 00:02:10,120 --> 00:02:14,479 painful lesson about its power sector. If one nation mismanages 30 00:02:14,639 --> 00:02:19,280 its grid, its neighbors suffer along with it. If these 31 00:02:19,280 --> 00:02:24,520 blackouts were caused by Spain's green energy policies, as seems likely, 32 00:02:24,840 --> 00:02:27,879 these blackouts are a preview of the world to come. 33 00:02:30,120 --> 00:02:34,599 I gotta tell you, I am as surprised as anybody 34 00:02:34,599 --> 00:02:44,199 else that de industrialization might have some negative effects. It's amazing. Yeah, 35 00:02:44,240 --> 00:02:51,439 turning off a stable and efficient energy production system in 36 00:02:51,479 --> 00:02:56,919 lieu of an intermittent, unstable one. It has a downside. 37 00:02:56,960 --> 00:03:01,159 Did you know this? I'm not sure everybody really understood 38 00:03:01,159 --> 00:03:04,039 what the downsides here might be. If only anybody had 39 00:03:04,080 --> 00:03:09,879 warned the Spanish before relying on wind and solar and water. 40 00:03:09,960 --> 00:03:15,919 They do have some hydroelectric, but they're connected into other 41 00:03:16,000 --> 00:03:21,919 countries' energy grid. And if France, I mean France, they're 42 00:03:21,960 --> 00:03:24,840 like running a lot, they run a lot of nuclear 43 00:03:26,439 --> 00:03:28,919 I gotta believe at some point, like all of Europe 44 00:03:28,960 --> 00:03:32,080 is going to be dependent on the French. I know 45 00:03:32,199 --> 00:03:34,360 how that sounds. I'm just saying I think they're going 46 00:03:34,439 --> 00:03:36,960 to be dependent on the French, at least for the 47 00:03:37,039 --> 00:03:43,400 nuclear power. I don't see that as a strategy for 48 00:03:45,360 --> 00:03:49,520 you know, national strength. When you turn over literally the 49 00:03:49,599 --> 00:03:56,759 lifeblood of everything energy, Nothing you have in this country 50 00:03:56,840 --> 00:04:01,680 or any other country works without power, right. You got 51 00:04:01,719 --> 00:04:04,800 to have the power. And if you outsource power generation 52 00:04:04,960 --> 00:04:09,560 to some other country, that's not going to make you strong. 53 00:04:11,800 --> 00:04:16,000 So the official explanation for the blackouts is a series 54 00:04:16,040 --> 00:04:23,600 of quote anomalous oscillations. Ah, yes, the old anominaloust oscillations. 55 00:04:23,800 --> 00:04:27,000 Excuse We've we've heard this so many time. I've never 56 00:04:27,040 --> 00:04:34,160 actually heard anomalous oscillations on long distance high voltage lines. 57 00:04:35,680 --> 00:04:50,560 This so called quote induced atmospheric variation. Induced atmospheric variation, okay, 58 00:04:50,600 --> 00:04:56,279 so induced means that it was made to happen I'm guessing, well, 59 00:04:56,720 --> 00:04:58,519 it could be natural, it could be man made, could 60 00:04:58,560 --> 00:05:06,639 be technological induced. Atmospheric, So something in the air, it's happened, 61 00:05:06,879 --> 00:05:13,000 Something in the air was induced, some atmospheric thing occurred. 62 00:05:14,480 --> 00:05:17,639 I don't understand what these terms mean, and I'm sure 63 00:05:17,639 --> 00:05:22,600 that's by design. So they say that this induced atmospheric 64 00:05:22,800 --> 00:05:32,959 variation triggered synchronization failures that kicked off power disturbances across 65 00:05:33,000 --> 00:05:38,360 the European power system. It's hard to tell exactly what 66 00:05:38,399 --> 00:05:42,680 that means, as they sit somewhere between like a technical 67 00:05:43,160 --> 00:05:50,319 explanation and a political butt saving explanation. Right, there's a 68 00:05:50,399 --> 00:05:52,600 question of what happened, and then there's the question of 69 00:05:52,639 --> 00:05:58,399 who to blame. So in nearby Portugal, the grid operator 70 00:05:58,399 --> 00:06:01,920 there claims that something along one of its power lines 71 00:06:02,319 --> 00:06:08,560 disrupted the even flow of power between generators on its grid, 72 00:06:09,680 --> 00:06:14,319 which messed with the frequency, which likely tripped off more 73 00:06:14,519 --> 00:06:22,519 wind and solar and that caused the blackout. So there 74 00:06:22,519 --> 00:06:25,759 are two terms that Emmett Penny goes into here at 75 00:06:25,759 --> 00:06:28,439 Compact Magazine that I think are important to keep in mind. 76 00:06:28,680 --> 00:06:35,160 You've got dispatchable power and intermittent power. Okay, at the 77 00:06:35,160 --> 00:06:38,560 time of the blackout, the country had a very very 78 00:06:38,600 --> 00:06:45,680 small percentage of dispatchable power generation in its mix. Dispatchable 79 00:06:45,759 --> 00:06:49,920 means that you can switch on the sources to meet 80 00:06:50,000 --> 00:06:55,759 demand when you need them, things like nuclear natural gas. Right, 81 00:06:55,879 --> 00:07:01,720 that's dispatchable. You turn on a switch. Power now flows. 82 00:07:02,399 --> 00:07:07,879 The opposite of dispatchable is intermittent, like wind and solar. 83 00:07:09,079 --> 00:07:12,399 Spain has tons of those. They make up about eighty 84 00:07:12,399 --> 00:07:15,560 percent of the mix just before the blackouts, well they 85 00:07:15,560 --> 00:07:21,720 did so when these atmospheric oscillations took place, the Spanish 86 00:07:21,759 --> 00:07:25,959 grid was already in a precarious spot because of its 87 00:07:26,120 --> 00:07:29,480 dearth or its lack of dispatchable power made it way 88 00:07:29,519 --> 00:07:35,360 more vulnerable to the frequency disturbances. And then he goes 89 00:07:35,399 --> 00:07:37,680 on to describe there's an analogy. It's like you've got 90 00:07:37,680 --> 00:07:39,680 this rope, and you want the rope to be taught 91 00:07:39,720 --> 00:07:42,480 and whatever. I'm not going into all of that. All. 92 00:07:43,199 --> 00:07:44,680 All you got to keep in mind here is that 93 00:07:44,720 --> 00:07:52,879 the dispatchable resources nuclear natural gas, right, these things slowly 94 00:07:52,920 --> 00:07:55,720 switch off when they trip. So if there's like a 95 00:07:55,759 --> 00:07:58,519 power surge or something whatever, they go offline, right, They 96 00:07:58,639 --> 00:08:04,000 slowly turn down, which means you have time to recuperate 97 00:08:04,040 --> 00:08:07,319 things start right, so things are slowing down. When a 98 00:08:07,399 --> 00:08:12,240 renewable trips, it's a boop. It's off right out, and 99 00:08:12,279 --> 00:08:17,079 then you end up with a cascading failure. We learned 100 00:08:17,079 --> 00:08:19,040 this when they were trying to turn back on the 101 00:08:19,079 --> 00:08:21,839 power station that got shot up. Remember a couple of 102 00:08:21,879 --> 00:08:24,319 those instants. Whatever happened, by the way, Hey, they ever 103 00:08:24,399 --> 00:08:27,600 catch any of those? No? I guess not. Anyway, we 104 00:08:27,759 --> 00:08:30,879 learned this after the attacks on the power stations in America, 105 00:08:31,000 --> 00:08:33,639 is that once these things go offline, you now have 106 00:08:33,679 --> 00:08:36,080 to kind of turn them back on and give them 107 00:08:36,159 --> 00:08:38,080 enough time to get all the way up and running, 108 00:08:38,080 --> 00:08:40,000 because if you turn the whole system on all at once, 109 00:08:40,720 --> 00:08:44,159 it overloads because it takes more power to start back up. 110 00:08:44,840 --> 00:08:48,840 Thanks to overreliance on wind and solar, Restarting the Spanish 111 00:08:48,879 --> 00:08:51,600 grid is going to take far longer than it normally 112 00:08:51,600 --> 00:08:56,840 would because it lacks a robust fleet of dispatchable plants 113 00:08:57,240 --> 00:09:01,159 to help with restoring the power, and what we're seeing 114 00:09:01,480 --> 00:09:07,720 stems directly from policy decisions. The Associated Press called it 115 00:09:07,759 --> 00:09:12,440 an unprecedented blackout that brought much of Spain and Portugal 116 00:09:12,480 --> 00:09:17,679 to a complete standstill. Yesterday, eleven hours after the nation 117 00:09:17,919 --> 00:09:21,639 ground to a halt. Government experts were still trying to 118 00:09:21,679 --> 00:09:26,320 figure out what the hell happened. The Spanish Prime Minister 119 00:09:26,399 --> 00:09:30,080 Pedro Sanchez said, we have never had a complete collapse 120 00:09:30,120 --> 00:09:36,720 of the system. They lost sixty percent of the national 121 00:09:36,799 --> 00:09:42,399 demand in a matter of five seconds. That is nuts. 122 00:09:42,639 --> 00:09:46,919 It was the second serious European power outage in less 123 00:09:46,960 --> 00:09:51,919 than six weeks. You'll recall March twentieth, a fire shut 124 00:09:51,919 --> 00:09:54,879 down Heathrow Airport in the UK, and it came as 125 00:09:54,879 --> 00:10:01,840 authorities across Europe's grid gird against sabotage back by Russia. 126 00:10:02,799 --> 00:10:05,480 Here's a great idea. How about making an escape to 127 00:10:05,559 --> 00:10:09,039 a really special and secluded getaway in western North Carolina. 128 00:10:09,120 --> 00:10:11,320 Just a quick drive up the mountain and Cabins of 129 00:10:11,320 --> 00:10:15,720 Ashville is your connection. Whether you're celebrating an anniversary, a honeymoon, 130 00:10:15,720 --> 00:10:18,000 maybe you want to plan a memorable proposal, or get 131 00:10:18,000 --> 00:10:20,919 family and friends together for a big old reunion. 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Call or 145 00:11:07,039 --> 00:11:10,360 text eight two eight three six seven seventy sixty eight 146 00:11:10,679 --> 00:11:12,799 or check out all there is to offer at Cabins 147 00:11:12,840 --> 00:11:16,360 of Ashville dot com and make memories that'll last a lifetime. 148 00:11:16,960 --> 00:11:21,279 A couple of messages here, Bob says, it sounds almost 149 00:11:21,320 --> 00:11:26,919 like an EMP or a solar CME was a coronal 150 00:11:27,080 --> 00:11:32,559 mass ejection or something like that, a sunflair or whatever. 151 00:11:32,679 --> 00:11:35,559 But I don't know if that's technical, a solar flare, 152 00:11:35,559 --> 00:11:37,240 I don't know if that's technically the same thing. But 153 00:11:37,279 --> 00:11:40,240 they call them CMEs, and yes, they they send down 154 00:11:40,879 --> 00:11:46,600 e MPs electromagnetic pulses, and because it's basically like the 155 00:11:46,600 --> 00:11:49,000 these eruptions on the face of the Sun, which is 156 00:11:49,000 --> 00:11:52,279 trying to kill us. By the way, those eruptions are 157 00:11:52,320 --> 00:11:55,960 like you know, nuclear bombs going off like on the 158 00:11:56,080 --> 00:11:58,679 order of you know, a bazillion bombs at the same time, 159 00:11:59,000 --> 00:12:04,639 and so it sends out these EMPs, and if the 160 00:12:04,679 --> 00:12:07,759 solar flares or CMEs are big enough, they actually can 161 00:12:07,919 --> 00:12:12,440 disturb the electronics on Earth. So that might have been it. 162 00:12:12,519 --> 00:12:15,159 I doubt it because it was only isolated to the 163 00:12:15,200 --> 00:12:21,320 Spanish grid and it doesn't appear that stuff has been 164 00:12:21,399 --> 00:12:28,080 fried there. But they're still investigating. And no, I remember 165 00:12:28,200 --> 00:12:33,720 last week we talked about this insane British idea. No, no, no, 166 00:12:33,759 --> 00:12:37,360 not to like taking like a healthy approach to dental work. 167 00:12:37,399 --> 00:12:40,279 It's not at all, no, this insane idea they were 168 00:12:40,320 --> 00:12:42,080 going to block out the sun. They're going to try 169 00:12:42,080 --> 00:12:44,240 to block out the sun, which was like the big 170 00:12:44,240 --> 00:12:46,039 story there is that the British think that they've got 171 00:12:46,039 --> 00:12:49,120 too much sun breaking through to their island, which is 172 00:12:49,159 --> 00:12:52,120 bizarre if you've ever been there, like you don't see 173 00:12:52,159 --> 00:12:56,799 the sun. So maybe they got maybe they I don't know, 174 00:12:56,840 --> 00:12:59,360 got moving on their experiment and they blocked out the 175 00:12:59,399 --> 00:13:01,840 sun and Tchart all of the Spanish solar panels. I 176 00:13:01,840 --> 00:13:05,559 don't know. Jay says. In the Navy we called anything 177 00:13:05,639 --> 00:13:15,639 this technical FM freaking magic that's cleaned up for FCC purposes. 178 00:13:16,080 --> 00:13:20,200 And James says it is a seldom reported fact that 179 00:13:20,320 --> 00:13:24,360 the second most common reason for divorce in Spain is 180 00:13:24,840 --> 00:13:28,559 induced atmospheric variation. That was not aware of that. The 181 00:13:28,679 --> 00:13:33,759 number one reason is apparently unfaithful bullfighters. James with the 182 00:13:33,840 --> 00:13:37,559 rare double rim shot. Okay, so they have never had 183 00:13:37,600 --> 00:13:40,200 a complete collapse of their system, according to the Spanish 184 00:13:40,279 --> 00:13:47,799 Prime Minister Pedro Sanchez. The Portuguese National Cybersecurity Center, in 185 00:13:47,879 --> 00:13:50,519 a statement, said there was no sign that the outage 186 00:13:50,600 --> 00:13:55,000 was due to a cyber attack at this time. Outage 187 00:13:55,120 --> 00:14:00,480 across the Iberian Peninsula, combined population of about sixteen million 188 00:14:00,559 --> 00:14:04,080 people now, the Spanish Canary Islands where all of the 189 00:14:04,080 --> 00:14:07,720 birds are from, uh and the Bellaric Islands, and the 190 00:14:07,799 --> 00:14:13,120 territories of Kuta and Melilla located across the Mediterranean in Africa. 191 00:14:13,279 --> 00:14:16,639 None of those were affected, so the islands not affected. 192 00:14:17,679 --> 00:14:21,600 After an extraordinary meeting of the National Security Council. Sanchez 193 00:14:21,639 --> 00:14:25,240 said that the army would distribute generators and other material 194 00:14:25,440 --> 00:14:30,039 to the hardest hit areas of Tuesday or on Tuesday. 195 00:14:30,279 --> 00:14:36,879 So you're sending out generators. Don't those things run on 196 00:14:39,080 --> 00:14:49,320 fossil fuel? Why do you hate Mother Earth? Electricity was 197 00:14:49,320 --> 00:14:52,240 being pulled from Morocco and France to restore power to 198 00:14:52,360 --> 00:14:57,360 southern and northern Spain. Spain's Prime minister thanked the foreign 199 00:14:57,360 --> 00:15:00,360 governments for helping out. Spain was also increasing the reduction 200 00:15:00,440 --> 00:15:06,080 from hydroelectric and combined cycle thermal power plants. Try to 201 00:15:06,159 --> 00:15:08,440 ramp up as best they can, but those are intermittent, 202 00:15:08,480 --> 00:15:12,559 not dispatchable, hence the problem. Guys, I really do feel 203 00:15:12,639 --> 00:15:14,799 like I feel like a lot of people are missing 204 00:15:14,840 --> 00:15:17,879 the boat on this whole nuclear thing. All right, if 205 00:15:17,919 --> 00:15:19,679 you're listening to this show, you know I try to 206 00:15:19,759 --> 00:15:21,519 keep up with all sorts of current events, and I 207 00:15:21,559 --> 00:15:23,759 know you do too. And you've probably heard me say 208 00:15:23,879 --> 00:15:27,960 get your news from multiple sources. Why, Well, because it's 209 00:15:27,960 --> 00:15:30,679 how you detect media bias, which is why I've been 210 00:15:30,679 --> 00:15:34,279 so impressed with ground News. It's an app and it's 211 00:15:34,360 --> 00:15:37,159 a website, and it combines news from around the world 212 00:15:37,240 --> 00:15:40,679 in one place so you can compare coverage and verify information. 213 00:15:40,960 --> 00:15:44,200 You can check it out at check dot ground, dot 214 00:15:44,279 --> 00:15:47,440 news slash pete. I put the link in the podcast 215 00:15:47,480 --> 00:15:50,480 description too. I started using ground News a few months 216 00:15:50,480 --> 00:15:53,080 ago and more recently chose to work with them as 217 00:15:53,120 --> 00:15:56,320 an affiliate because it lets me see clearly how stories 218 00:15:56,360 --> 00:15:59,600 get covered and by whom. The blind spot feature shows 219 00:15:59,600 --> 00:16:02,480 you which stories get ignored by the left and the right. 220 00:16:02,639 --> 00:16:07,320 See for yourself check dot ground, dot news slash pete. 221 00:16:07,399 --> 00:16:10,080 Subscribe through that link and you'll get fifteen percent off 222 00:16:10,120 --> 00:16:13,399 any subscription. I use the Vantage plan to get unlimited 223 00:16:13,399 --> 00:16:16,720 access to every feature. Your subscription then not only helps 224 00:16:16,759 --> 00:16:19,519 my podcast, but it also supports ground News as they 225 00:16:19,559 --> 00:16:23,519 make the media landscape more transparent. Just hear me out 226 00:16:23,519 --> 00:16:26,120 on this whole nuclear thing. I know it's pretty new. 227 00:16:26,399 --> 00:16:29,399 Not a lot of people have even heard about this technology, 228 00:16:29,480 --> 00:16:34,960 but from what I understand, it's really reliable and it 229 00:16:35,080 --> 00:16:40,759 makes a metric crapload of energy that is the official 230 00:16:41,799 --> 00:16:45,519 unit of measurement. Okay, it makes a lot of it, 231 00:16:46,639 --> 00:16:52,200 and it's steady, constant. Doesn't matter if the sun is out, 232 00:16:52,480 --> 00:16:54,559 sun is not out, doesn't matter if the wind is 233 00:16:54,639 --> 00:16:58,399 blowing or not blowing, doesn't matter. It's just constant and 234 00:16:59,559 --> 00:17:03,000 it doesn't and create all of the CO two gas 235 00:17:03,000 --> 00:17:05,880 that the trees and plants love so much, So we 236 00:17:05,920 --> 00:17:09,079 get to starve the vegetation too, which I think is 237 00:17:09,079 --> 00:17:15,000 the real goal of the Earth first people. In fact, 238 00:17:15,720 --> 00:17:21,720 there are next gen nuclear reactors. There is apparently a 239 00:17:21,759 --> 00:17:24,799 whole earlier generation, maybe a couple of them. I don't know. 240 00:17:25,240 --> 00:17:27,400 But again a lot of people have never even heard 241 00:17:27,440 --> 00:17:33,599 about this form of energy production called nuclear. A manufacturing 242 00:17:33,680 --> 00:17:38,640 plant in Texas plans to power its production with an 243 00:17:38,720 --> 00:17:44,839 advanced nuclear reactor instead of natural gas. This is part 244 00:17:44,880 --> 00:17:49,319 of the Trump administration's push to unleash commercial nuclear power 245 00:17:49,519 --> 00:17:55,920 in America. When completed, the nation's first grid scale advanced 246 00:17:56,000 --> 00:18:00,839 nuclear reactor will power a forty seven one hundred acre 247 00:18:00,960 --> 00:18:06,680 facility that makes plastics and other materials used in dozens 248 00:18:06,720 --> 00:18:09,799 of products, unless, of course, we can't get all the 249 00:18:09,839 --> 00:18:11,759 raw materials because of the TERFs. But we shall say 250 00:18:11,799 --> 00:18:16,359 Dow Chemical and the nuclear energy engineering Firm X Energy. 251 00:18:16,599 --> 00:18:19,759 I don't believe that's related to Elon. Musk submitted a 252 00:18:19,799 --> 00:18:23,680 construction permit earlier this month to the federal government for 253 00:18:23,799 --> 00:18:31,440 a small modular reactor what they call SMRs. This would 254 00:18:31,440 --> 00:18:37,000 be at Dow's Dow Chemicals Sea Drift, Texas manufacturing site. 255 00:18:37,119 --> 00:18:41,039 The reactor will replace an aging natural gas plant and 256 00:18:41,079 --> 00:18:46,720 eliminate nearly all greenhouse gas emissions, which again, the plants 257 00:18:46,720 --> 00:18:49,920 in the trees and the shrubs love, so we want 258 00:18:49,920 --> 00:18:56,640 to starve them of the CO two. The permit is 259 00:18:56,680 --> 00:19:00,799 the first step in an anticipated resurgence in new clear power. 260 00:19:01,440 --> 00:19:04,359 Mister Trump initiated the nuclear power come back during his 261 00:19:04,440 --> 00:19:08,599 first administration, and nuclear is now set to skyrocket as 262 00:19:08,599 --> 00:19:12,160 the President seeks to rebuild the US manufacturing base and 263 00:19:12,279 --> 00:19:15,599 establish the nation as a global leader in artificial intelligence. 264 00:19:16,000 --> 00:19:20,920 Oh yeah, that's right. AI requires once again, a metric 265 00:19:21,240 --> 00:19:26,960 crap ton of power. Needs a lot of power to 266 00:19:27,039 --> 00:19:32,000 run these AI systems. So if you're not making power, 267 00:19:32,160 --> 00:19:35,200 and you're not doing it cost effectively and efficiently, you're 268 00:19:35,240 --> 00:19:38,880 not going to be in the AI game. The problem, 269 00:19:38,880 --> 00:19:41,000 as I see it, is going to be getting the 270 00:19:41,079 --> 00:19:46,960 approvals in anything under like thirty years. Let's go over 271 00:19:47,000 --> 00:19:49,559 to the phones here Chet with Matt. Hello, Matt, welcome 272 00:19:49,599 --> 00:19:50,359 to the show. 273 00:19:50,960 --> 00:19:52,519 Speaker 2: Pick calling. I haven't talked to you in a while. 274 00:19:52,559 --> 00:19:54,119 Speaker 1: How you doing, But I'm doing all right, sir. 275 00:19:54,200 --> 00:19:58,759 Speaker 2: Welcome back, Yeah, thank you, great show as usual. I 276 00:19:58,920 --> 00:20:00,759 called Brett winnable. 277 00:20:02,000 --> 00:20:03,680 Speaker 1: Why do you want to start off like that? Why 278 00:20:03,759 --> 00:20:06,079 do you want to start off by making me jealous? 279 00:20:07,160 --> 00:20:09,200 Speaker 2: No, this was a couple of weeks ago. He was 280 00:20:09,200 --> 00:20:12,599 talking about the sewage that was running up from Mexico 281 00:20:13,319 --> 00:20:17,720 and you know, destroyed. He was basically talking about environmental 282 00:20:17,720 --> 00:20:20,519 problems and disasters that are happening that are easy, you know, 283 00:20:20,640 --> 00:20:23,839 that can be corrected. But anyway, I called him up 284 00:20:23,839 --> 00:20:27,079 and I explained to him, I mean he and I 285 00:20:27,119 --> 00:20:31,279 are roughly the same age. And nineteen seventy nine, when 286 00:20:31,319 --> 00:20:33,960 Three Mile Island was going on, I lived right outside 287 00:20:33,960 --> 00:20:39,200 of Lancaster, Pennsylvania, which was you know, it is maybe 288 00:20:39,400 --> 00:20:42,519 thirty five forty miles down when from Three Mile Island, 289 00:20:43,519 --> 00:20:46,759 and you know, everybody was nervous and we didn't know 290 00:20:46,759 --> 00:20:49,039 what was going on. And you know what I mean, yeah, 291 00:20:50,079 --> 00:20:54,039 nuclear powers and the safety regulations and everything have come 292 00:20:54,079 --> 00:20:56,519 a long way in the last it was that forty 293 00:20:56,559 --> 00:20:57,200 five years. 294 00:20:57,039 --> 00:20:59,720 Speaker 1: Ago, right, and for folks who aren't to wear three 295 00:20:59,759 --> 00:21:03,920 Mile Island, I think it wiped out like three states, right, 296 00:21:03,960 --> 00:21:06,119 I mean it just killed millions of people. 297 00:21:07,240 --> 00:21:10,480 Speaker 2: No, no, but that was the rumor. But no, no, 298 00:21:12,000 --> 00:21:15,240 but like what happened is over in Europe. You know 299 00:21:15,359 --> 00:21:19,160 that energy is not reliable. The wind doesn't always blow, 300 00:21:19,440 --> 00:21:24,480 the sun doesn't always shine, and there are downsides to it. Yeah, 301 00:21:24,480 --> 00:21:28,240 wind middles kill birds. Yeah, the ones that they put 302 00:21:28,240 --> 00:21:33,839 in the ocean, they mess up marine life. And you 303 00:21:33,880 --> 00:21:38,079 know they're saying, like out in California, within a certain 304 00:21:38,759 --> 00:21:41,759 relatively soon time period, you're going to have to have 305 00:21:42,079 --> 00:21:47,359 electric cars, electric lawnmowers, electric leaf blowers, electric everything. And 306 00:21:47,480 --> 00:21:51,160 they already have rolling blackouts. Where is that electricity going 307 00:21:51,200 --> 00:21:53,880 to come from? And I kind of agree with you 308 00:21:53,960 --> 00:21:57,920 that nuclear energy. There is one little downside of nuclear energy, 309 00:21:58,079 --> 00:22:00,559 and I don't think they know exactly what to do 310 00:22:00,839 --> 00:22:03,839 with the byproduct of that. They don't know where to 311 00:22:03,880 --> 00:22:06,480 put it or how to keep it. But that seems 312 00:22:06,599 --> 00:22:10,640 like maybe an easier thing to fix than all the 313 00:22:10,759 --> 00:22:14,319 other downsides to this. And I use sarcastic air quotes 314 00:22:14,880 --> 00:22:19,640 renewable energy or whatever. You know, it's just like you said, 315 00:22:19,680 --> 00:22:24,759 it's bulletproof, rock solid, reliable energy. It's always there, doesn't 316 00:22:24,759 --> 00:22:27,319 matter if the sunshine, it doesn't matter if it's nighttime, 317 00:22:27,960 --> 00:22:30,119 you know, and it's just I don't know. 318 00:22:30,160 --> 00:22:32,400 Speaker 1: I just this was the problem. 319 00:22:32,839 --> 00:22:35,400 Speaker 2: Yeah, go ahead, no, no, sir, go ahead. 320 00:22:35,599 --> 00:22:37,440 Speaker 1: Well I was gonna say the one of the big problems, 321 00:22:37,480 --> 00:22:38,880 and I went over this a couple of weeks ago. 322 00:22:38,920 --> 00:22:41,599 One of the big problems is the storage of the 323 00:22:41,720 --> 00:22:45,119 energy produced by these intermittent renewable sources. 324 00:22:45,200 --> 00:22:45,359 Speaker 2: Right. 325 00:22:45,559 --> 00:22:50,319 Speaker 1: They can't they cannot figure out how to store the 326 00:22:50,359 --> 00:22:53,880 amount of energy over long distances. That's a big problem 327 00:22:54,359 --> 00:22:57,000 that they have that science just hasn't met the moment 328 00:22:57,079 --> 00:22:58,880 on that yet. Maybe they figure it out in a 329 00:22:58,920 --> 00:23:01,839 cost effective way. But I remember the data that they 330 00:23:01,839 --> 00:23:04,640 were running for the amount of like rare earth minerals 331 00:23:04,680 --> 00:23:07,559 needed to make the batteries required of a certain size 332 00:23:07,599 --> 00:23:11,279 to to support these systems. There aren't enough. There just 333 00:23:11,359 --> 00:23:14,880 aren't enough to make the batteries and the storage. Again, 334 00:23:15,000 --> 00:23:19,599 maybe science finds a way to address that issue regarding 335 00:23:19,640 --> 00:23:24,039 the waste products, like, yes, you could store them. That's 336 00:23:24,160 --> 00:23:27,119 kind of what's been going on with the waste material. 337 00:23:27,160 --> 00:23:29,839 They just you know, store them in these facilities. Uh 338 00:23:30,160 --> 00:23:32,920 that This was the Yucca Mountain project out in Nevada 339 00:23:32,960 --> 00:23:35,839 that Harry Reid killed where there's this, you know, hollowed 340 00:23:35,880 --> 00:23:38,400 out mountain, just store everything in the mountain. But I 341 00:23:38,440 --> 00:23:42,759 have seen some stories over the last year where some 342 00:23:42,799 --> 00:23:46,880 of the waste product they've they've actually now developed uses 343 00:23:47,200 --> 00:23:51,319 for some of that byproduct. So really, yeah, so like 344 00:23:52,440 --> 00:23:57,799 it's sort of like the the ft, I forget. Yeah, no, 345 00:23:58,279 --> 00:23:59,799 I forget what they were, I forget what they had 346 00:23:59,799 --> 00:24:03,759 found it. But the it reminded me of when I 347 00:24:03,799 --> 00:24:05,400 was reading it. I don't have the story with me, 348 00:24:05,480 --> 00:24:07,759 but when I was reading it, I was reminded of 349 00:24:08,160 --> 00:24:11,440 the fear mongering over population, that we're not going to 350 00:24:11,440 --> 00:24:14,440 be able to feed everybody, right, But what is never 351 00:24:14,480 --> 00:24:19,359 taken into account and those dire predictions is is ingenuity, 352 00:24:19,440 --> 00:24:23,079 human ingenuity that we figure out ways to grow more 353 00:24:23,200 --> 00:24:27,599 food on smaller pieces of land right to get bigger yields. 354 00:24:27,839 --> 00:24:32,119 And I don't have any doubt that the human mind 355 00:24:32,279 --> 00:24:36,319 and AI will probably figure it out. They'll figure out 356 00:24:36,359 --> 00:24:40,160 the way to repurpose those byproducts. 357 00:24:40,799 --> 00:24:42,759 Speaker 2: Yeah, and like you said, with AI, that takes an 358 00:24:42,880 --> 00:24:45,480 enormous amount of the energy in Yeah, I have no 359 00:24:45,599 --> 00:24:48,039 idea what that is or even why that does that. 360 00:24:48,119 --> 00:24:50,119 But you know, I don't claim to be an energy 361 00:24:50,119 --> 00:24:52,599 expert or anything. I'm just wondering what's going to happen 362 00:24:52,599 --> 00:24:56,799 in California when they say, if there's two evs in 363 00:24:56,839 --> 00:24:59,920 your garage, the car is going to your house is 364 00:25:00,079 --> 00:25:03,240 going to use three times the amount of electricity that 365 00:25:03,359 --> 00:25:06,440 it currently does, and you've already got rolling blackouts going 366 00:25:06,519 --> 00:25:09,920 out in Cali. Yeah, what are they like? Nobody? Like 367 00:25:10,240 --> 00:25:12,359 the wormhole doesn't go any deeper than that. Like, you 368 00:25:12,480 --> 00:25:14,759 just decided everyone's going to drive an electric car and 369 00:25:14,799 --> 00:25:17,319 that's the end of that, right, Like, Okay, where are 370 00:25:17,319 --> 00:25:18,319 you getting the power from? 371 00:25:18,440 --> 00:25:21,079 Speaker 1: Well? Right, because they don't because they have this idea 372 00:25:21,160 --> 00:25:24,240 that they can somehow or other have enough solar panels 373 00:25:24,279 --> 00:25:27,160 everywhere that will generate enough power all the time. And 374 00:25:27,200 --> 00:25:30,920 it's it's absurd. It's a utopian vision. And like all 375 00:25:31,000 --> 00:25:34,279 utopian visions, they never work out. So that I appreciate 376 00:25:34,279 --> 00:25:34,559 the call. 377 00:25:34,680 --> 00:25:36,720 Speaker 2: Yeah, hey, thanks Gray show Man. 378 00:25:36,640 --> 00:25:39,119 Speaker 1: Thanks sir. 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Next gen nuclear reactors poised 398 00:26:46,480 --> 00:26:51,920 for surge in US power grid. Matt asked uh Or 399 00:26:52,000 --> 00:26:56,440 said that he wasn't clear why AI required so much power. 400 00:26:57,160 --> 00:27:02,759 It's because the computing is so intense. In order to 401 00:27:02,880 --> 00:27:06,319 generate all of this information, and pull in all of 402 00:27:06,319 --> 00:27:10,440 these different things that you have so many servers and 403 00:27:10,480 --> 00:27:12,599 everything else that it requires a lot of power to 404 00:27:12,680 --> 00:27:17,480 run the brains basically. Now, there was the other Remember 405 00:27:17,559 --> 00:27:20,400 a couple of weeks ago, there was this huge announcement 406 00:27:20,799 --> 00:27:25,839 some China based company was able to build an AI 407 00:27:26,039 --> 00:27:31,440 system that was like one thousandth of the cost and 408 00:27:31,480 --> 00:27:36,480 it used a mere fraction of the power because rather 409 00:27:36,519 --> 00:27:41,319 than having as I understood it, like you so you 410 00:27:41,319 --> 00:27:43,640 have the AI mission. You know, you're at your terminal 411 00:27:43,640 --> 00:27:45,440 and you're going to type something in. You're at your computer, 412 00:27:45,480 --> 00:27:47,920 you're going to type something in. And so the AI 413 00:27:48,160 --> 00:27:52,839 is is, you know, fully on all systems going at 414 00:27:52,839 --> 00:27:56,920 all times, so anybody that comes in asks anything, it 415 00:27:57,200 --> 00:28:00,880 immediately goes and draws in stuff. And what they figured 416 00:28:00,880 --> 00:28:04,559 out was don't have all of the servers basically, or 417 00:28:04,599 --> 00:28:07,880 the different areas of expertise, like over here is your 418 00:28:08,279 --> 00:28:11,880 landscaping expertise, and over here is your nuclear expertise, and 419 00:28:11,920 --> 00:28:15,440 over here is your you know, Beyonce expertise whatever, and 420 00:28:15,519 --> 00:28:19,880 so you just only fire up the areas of expertise 421 00:28:19,920 --> 00:28:26,759 that are needed for that particular operation. And so yeah, 422 00:28:26,799 --> 00:28:28,759 so it's like okay, Hey, I want to talk about 423 00:28:28,839 --> 00:28:31,519 you know, Beyonce, and so I go over there and 424 00:28:31,559 --> 00:28:34,279 then that system fires up and then once it's done, 425 00:28:34,359 --> 00:28:38,319 it shuts itself down, and so it's a more economical 426 00:28:38,440 --> 00:28:41,200 use of the power. That's my understanding of the way 427 00:28:41,240 --> 00:28:43,559 that that other company had set up, and it was 428 00:28:43,599 --> 00:28:47,440 like revolutionize, it could revolutionize everything. And I think it's 429 00:28:47,480 --> 00:28:51,440 sent the stock price of the chip makers plummeting because 430 00:28:51,480 --> 00:28:55,440 you wouldn't need as much of the microprocessing power at 431 00:28:55,480 --> 00:29:01,680 any rate. This was a top priority for Trump to 432 00:29:01,759 --> 00:29:07,720 get more nuclear online. The technology has been in development 433 00:29:07,720 --> 00:29:10,160 for years but has never been deployed in the US. 434 00:29:10,240 --> 00:29:15,640 There are a handful of these SMR plants. SMR. It's 435 00:29:15,680 --> 00:29:18,839 where they whispered to you. No, I'm kidding. It's small 436 00:29:18,960 --> 00:29:23,559 modular reactors. That's ASMR. It's different. The technology has been 437 00:29:23,599 --> 00:29:26,039 in development here, but there are some of these plants 438 00:29:26,119 --> 00:29:31,519 running in Russia and China. Under Trump's pro nuclear energy policies, 439 00:29:31,720 --> 00:29:36,519 SMR plants are poised to advance rapidly. They are smaller 440 00:29:36,519 --> 00:29:40,480 than traditional water cooled nuclear power plants and can be 441 00:29:40,559 --> 00:29:45,559 built quicker and cheaper. SMRs can use a variety of coolants, 442 00:29:46,079 --> 00:29:49,440 so they do not need to be positioned near large 443 00:29:49,480 --> 00:29:53,519 water sources. They also produce a third of the energy 444 00:29:53,640 --> 00:29:59,680 of a traditional nuclear reactor. The multiple module SMRs allow 445 00:29:59,720 --> 00:30:03,839 the pl plants to conduct maintenance without shutting down entirely, 446 00:30:04,319 --> 00:30:09,279 which is required with large scale nuclear power facilities. So 447 00:30:09,319 --> 00:30:12,519 you can flip one off, do work on it, and 448 00:30:12,559 --> 00:30:16,160 the power generation continues because there's another module that's running. 449 00:30:17,440 --> 00:30:21,680 Big tech companies have started investing significantly in these plants, 450 00:30:21,799 --> 00:30:25,680 hoping that they will provide clean energy to power AI technology. 451 00:30:26,440 --> 00:30:31,720 Back in October, Google touted the world's first corporate agreement 452 00:30:32,359 --> 00:30:37,640 with Cairo's Power to deploy multiple SMRs in the US 453 00:30:38,200 --> 00:30:47,720 beginning in twenty thirty, so it's coming in five years. 454 00:30:48,599 --> 00:30:51,599 Days after that announcement, Amazon said that it would invest 455 00:30:52,000 --> 00:30:56,599 half a billion dollars in three SMR projects that will 456 00:30:56,640 --> 00:31:00,720 power its data centers and provide electricity for homes and 457 00:31:00,839 --> 00:31:06,319 businesses in Sea Drift, Texas at the Dow Chemical Plant. 458 00:31:06,720 --> 00:31:09,799 Construction of the project is expected to begin next year 459 00:31:10,839 --> 00:31:16,839 and could be completed by the end of the decade, 460 00:31:16,880 --> 00:31:20,279 which is longer than it took to build the Empire. 461 00:31:20,319 --> 00:31:29,599 State building. Every now and again, and this is one 462 00:31:29,640 --> 00:31:34,359 of those moments I lament the loss of our ability 463 00:31:35,079 --> 00:31:38,960 to build stuff, to build cool stuff, and to build 464 00:31:38,960 --> 00:31:43,400 that quickly. I was reminded of this the other day 465 00:31:43,440 --> 00:31:47,480 when I was in a building in uptown Charlotte and 466 00:31:47,559 --> 00:31:51,319 the building was built I don't know, probably sixty years ago, 467 00:31:53,480 --> 00:31:59,440 and it had all of this Art Deco architectural design 468 00:31:59,720 --> 00:32:03,000 in it, and it's like that's look, I'm not an 469 00:32:03,119 --> 00:32:08,759 architectural expert or anything like that, but Art Deco is cool. 470 00:32:09,119 --> 00:32:13,079 You know, it was cool when they first started putting 471 00:32:13,119 --> 00:32:16,440 it up everywhere, and it's still cool. Now. Why did 472 00:32:16,480 --> 00:32:19,759 we abandon I know why communists we abandoned it because 473 00:32:19,759 --> 00:32:23,640 of commis like why do we have to strip a well? 474 00:32:23,640 --> 00:32:27,119 And also the like the cost of materials and building 475 00:32:27,160 --> 00:32:31,000 design and regulatory regimes that eat up the profits and 476 00:32:31,039 --> 00:32:32,960 so they don't have the money to spend on these 477 00:32:33,279 --> 00:32:38,319 architectural components. But it really was this thing that was 478 00:32:38,400 --> 00:32:43,119 like American, you know, this Art Deco style. It was 479 00:32:43,200 --> 00:32:47,680 like strong and it was beautiful and kind of imposing. 480 00:32:48,920 --> 00:32:51,599 And I wish we would do more of that rather 481 00:32:51,680 --> 00:32:54,839 than just building so many of these buildings and all 482 00:32:54,880 --> 00:32:59,240 they are glass boxes, you know, which look that's fine 483 00:33:00,240 --> 00:33:02,400 in a lot of natural light. I am sure, But 484 00:33:04,480 --> 00:33:06,400 I'm just like, it's just one of those things, one 485 00:33:06,440 --> 00:33:09,920 of these architectural periods that did not last long enough 486 00:33:09,920 --> 00:33:12,519 for my taste, and I wish that they would still build. 487 00:33:12,559 --> 00:33:15,640 And it's the same thing with the nuclear reactors. Build 488 00:33:15,720 --> 00:33:19,039 them in the Art Deco style. You don't have to, though, 489 00:33:19,440 --> 00:33:21,440 that's okay, that's a terrible idea. I mean, well, maybe 490 00:33:21,480 --> 00:33:23,000 if you want to do Art Deco that would be 491 00:33:23,039 --> 00:33:25,680 kind of cool too. But why can't we build these 492 00:33:25,759 --> 00:33:32,119 things faster? Why can't we build really anything faster. Energy 493 00:33:32,160 --> 00:33:35,640 demand in the United States is forecast to increase by 494 00:33:35,680 --> 00:33:39,200 about sixteen percent in just four years. That's according to 495 00:33:39,319 --> 00:33:44,240 Grid Strategies, a clean power consulting firm, and they're looking 496 00:33:44,279 --> 00:33:49,319 at the highest growth in electricity in thirty to forty years. Right, 497 00:33:49,519 --> 00:33:54,200 the demand for power is going to be huge. It 498 00:33:54,240 --> 00:33:58,440 already is, and it's going to be even huger. The 499 00:33:58,559 --> 00:34:03,599 uptick in SMR projects follows the spectacular failure of Oregon 500 00:34:03,680 --> 00:34:07,599 based New Scale Powers six reactor project at the Idaho 501 00:34:07,680 --> 00:34:12,280 National Laboratory. Trump's first administration agreed to fund up to 502 00:34:12,320 --> 00:34:15,679 one point four billion dollars for the project, which by 503 00:34:15,719 --> 00:34:18,880 twenty twenty nine was supposed to be generating enough electricity 504 00:34:19,079 --> 00:34:24,079 to power three hundred thousand homes. The Biden administration also 505 00:34:24,159 --> 00:34:27,800 funded the development of the plant, but it was canceled 506 00:34:28,239 --> 00:34:31,719 in late twenty twenty three because of cost overruns and 507 00:34:31,840 --> 00:34:37,320 too few subscriptions from area power providers who were wary 508 00:34:37,480 --> 00:34:43,280 of the untested SMR technology. Trump administration plans to clear 509 00:34:43,320 --> 00:34:47,360 a regulatory path for its advancement, and basically they're saying 510 00:34:47,400 --> 00:34:49,440 the industry is saying, if you get the first ones 511 00:34:49,480 --> 00:34:54,760 built and demonstrated, confidence increases, and then demand we'll take off. 512 00:34:56,119 --> 00:34:58,400 All right, that'll do it for this episode. Thank you 513 00:34:58,480 --> 00:35:00,480 so much for listening. I could not do the show 514 00:35:00,519 --> 00:35:03,000 without your support and the support of the businesses that 515 00:35:03,119 --> 00:35:06,199 advertise on the podcast, so if you'd like, please support 516 00:35:06,199 --> 00:35:07,880 them too and tell them you heard it here. You 517 00:35:07,880 --> 00:35:10,519 can also become a patron at my Patreon page or 518 00:35:10,639 --> 00:35:14,239 go to dpetecleanershow dot com. Again, thank you so much 519 00:35:14,280 --> 00:35:17,480 for listening, and don't break anything while I'm gone.