Energy
Reflections on Earth Day
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Today is Earth Day, a day on which we are taught to feel guilty about our allegedly destructive impact on Earth—above all from our mass-use of fossil fuels.
But note that Earth, before we started impacting it on a large scale through the use of fossil fuels, was long a terrible place for the typical human being to live—and once we started using fossil fuels, rapidly became a far, far better place for the typical human being to live.
As I explain in Chapter 4 of Fossil Future,
While there are no perfect metrics of the world’s livability from a human flourishing perspective, three excellent ones are average life expectancy, average income, and total population…
If today’s narrative about fossil fuels destroying our delicate, nurturing planet were true, then a chart of fossil fuel use, life expectancy, income, and population would be a sad story. As fossil fuel use went up, life expectancy would go down as fossil fuels depleted the Earth of nourishment and created myriad new dangers. Income would also go down as resources became scarce—and the scarcity would become worse and worse if population went up.
But when we look at an actual chart of these metrics of a livable world, we see that these metrics are going up in an unbelievable “hockey stick” that exactly correlates with fossil fuel use, including the CO2 emissions that are supposedly destroying our world…
One of the key phenomena this chart shows is that each of the metrics of livability—life expectancy, income, population—stagnated at a very low level for thousands of years, meaning Earth was a barely livable place from a human flourishing perspective. While these charts go back only two thousand years, we know from historical records that they were preceded by tens of thousands of years of even less flourishing and progress. Then, some two hundred years ago, everything started improving dramatically. Earth went from what we would consider an unlivable place for the average human being to an increasingly livable place, continuing through to today—with the world being what our ancestors would consider to be an unimaginably livable place.
The incredible improvement in Earth’s livability should be the number one story we talk about when we talk about our relationship to our environment. It should be the subject of fascination, enthusiasm, and aspiration—the aspiration to continue our overall positive direction.
Instead, the incredible improvement in Earth’s livability is the subject of disinterest and evasion by our knowledge system, to the point that most people think that Earth today is a less livable place than it used to be…
we must eagerly seek to understand the causes of today’s unprecedented livability, especially its most fundamental causes.
While an incredibly strong direct correlation between CO2 emissions and the world’s livability doesn’t prove causation, such correlations are often reflections of causation. And in this case, the relationship is causal to a degree that almost no one appreciates: the ultra-cost-effective fossil fuel energy emitting the CO2 is literally driving the world’s unprecedented, increasing livability.
I want to distinguish my view from the position that fossil fuel energy is incidental to or even merely important to the unprecedented and growing livability of our world. When the improvement of our world is, all too rarely and incompletely, acknowledged, it is invariably ascribed to crucial factors that are treated as unrelated or barely-related to fossil fuel use, such as scientific discoveries, technological innovation, improved medical care, and improved sanitation. While scientific discoveries, technological innovations, improved medical care, and improved sanitation are indeed crucial contributors to the world’s livability, they are not unrelated or barely-related to fossil fuel use. In fact they have overwhelmingly depended on and will continue to depend on ultra-cost-effective energy production from fossil fuels or their equal.
I love today’s fossil-fuel-dominated Earth, because with the aid of billions of fossil-fueled machines today’s humans are able to create a world of unnatural abundance, safety, and opportunity.
While I am not participating in any Earth Day events this year, I want to share with you for the first time an Earth Day conversation I had last year with former Texas Governor and US Secretary of Energy Rick Perry at last year’s EarthX (the largest Earth Day event in the world). I hope you enjoy it.
What follows is the video and complete transcript of the event, edited only for clarity (including avoided repetition).
If you’re hungry for more Earth Day content, check out the other event I did with Rick Perry last year: a debate he moderated between me and climate scientist John Nielsen-Gammon.
Rick Perry:
Hi, Rick Perry, former Governor of the State of Texas at the Fair Park in Dallas, Texas, the side of the State Fair of Texas. Actually, on the 21st day of April of 2023, which is a big day for Texas. It’s the day we started our independence in the State of Texas, not our actual Independence Day, but the Battle of San Jacinto when Texas won its independence. And so, freedom’s really important to people in the State of Texas.
We’ve fought for it, we’ve been fighting for it ever since. Which brings me to the opportunity to have Alex Epstein with us today, the author of Fossil Future, one of the great books about fossil fuels and the great raging debate about whether or not fossil fuels are good, whether we ought to be using them or not. And anyway, I want to say thank you for being here and joining us at EarthX, the largest Earth Day event in the world. You think about it, it’s pretty exciting. So I’m glad you’re here.
Alex Epstein:
I thought it was very exciting that they invited somebody who’s wearing an I Love Fossil Fuels pin and is known for writing Fossil Future.
Rick Perry:
Yeah. Well, you’re really a great example of what I admire. You and I met… Gosh, I think it was six years ago in Cape Town at an energy conference.
Alex Epstein:
Exactly right.
Rick Perry:
In a place where, if they know what lack of energy, lack of access to fossil fuel can do to you, they know about it in South Africa, in the whole continent of Africa.
Alex Epstein:
Yeah, for sure.
Rick Perry:
So what I’d like for you to do here, Alex, is just talk a little bit about not only your book, about what the passion is. As a matter of fact, just a little bit of the background. There was a time when you might’ve been on the other side of this raging debate about the climate until you educated yourself and became very knowledgeable about truth. And that’s what we’re after today in the pursuit of freedom and truth.
Alex Epstein:
I had an interesting journey because in a sense, I’m the last person you would expect to be the world’s biggest champion of fossil fuels. I grew up in Chevy Chase, Maryland, which is a liberal place right outside Washington DC. I went to one of the top math, science high schools in the country, and I went to Duke University. I learned zero positive about fossil fuels. The only thing I quote learned is that “fossil fuels are causing climate catastrophe.” And I think this is typical of the education—or miseducation—people get, which is that fossil fuels essentially have no benefits, and they only have side effects. And those side effects are catastrophic to the point where we should be in real fear of looming apocalypse.
And what really changed is I just randomly ended up studying the early history of the oil industry. And I learned that in 1859, right, when the oil industry was beginning—I’ve never told you this story actually—in Titusville, Pennsylvania, the countryside in that area was dark. Even though there were many technologies for illuminating your home, there were like half a dozen alternatives to oil, and yet nothing illuminated the countryside because nothing was cost-effective. Within five years of the beginning of the oil industry, the countryside was bright.
And it just occurred to me, “Wait, I could have been one of those people.” Imagine what it would be like to go from darkness to light. And it’s not just about having the technology that works, it’s about having the technology that’s cost-effective. And it occurred to me, “Well, maybe the reason we’re still using fossil fuels for 80% of our energy, maybe the reason it’s still growing is because they’re still the most cost-effective alternative for billions of people.”
And then I learned that there are 6 billion people who are kind of like those people in the countryside where they have very little energy by our standards. 6 billion people use an amount of energy we would consider unacceptable. A third of the world is using wood and animal dung for their heating and cooking. 3 billion people are using less electricity than a typical American refrigerator.
So I just saw the world, it’s totally underpowered. And what are we doing? We’re focused on getting rid of our number one source of energy, instead of—how do we expand the availability of energy? And that’s part of the passion is: I understand what energy has done for me and I would like that opportunity for the rest of the world, and I would not like it to be taken away from me.
Rick Perry:
Yeah. So it’s really interesting that you bring us to this point. And you talk about the benefits of fossil fuels. Seems like every time we turn on the TV or we see a newspaper article, or we see some rally somewhere, all they want to talk about is the evils of fossil fuel. Here’s the negative side of fossil fuels. And they never talk about the positive side of fossil fuel and how it’s allowed the people of the planet to flourish when they’ve had access to it.
Alex Epstein:
And it’s really a crazy thing because I’ve said this a million times. Do you agree that whenever you’re evaluating a product or technology, you should carefully weigh the benefits and side effects? Do you agree with that? Of course you do.
Rick Perry:
Of course.
Alex Epstein:
Nobody has ever disagreed, ever. I’ve asked this question countless times, nobody has ever disagreed. So you think, “Okay, I’m taking a prescription drug. I carefully weigh the benefits and side effects.” And yet almost nobody does it with fossil fuels at the highest level.
I mentioned in my book that Michael Mann, one of the world’s leading climate activists, he’s a climate scientist. He has a whole book on fossil fuels and climate, and he only talks about, for example, agricultural negatives—which, that’s fine to look into that, but he never once mentions diesel fuel for agriculture or natural gas for fertilizer, even though those make it possible to feed 8 billion people.
If we’re totally ignoring the benefits of something, we’re going to make terrible decisions. But it’s even worse than that because the main concern about fossil fuels has to deal with climate and making climate more dangerous. But one of the key benefits of fossil fuels is it allows us to neutralize climate danger. This is why climate disaster deaths are at all-time lows. We can irrigate to alleviate drought. We can heat when it’s cold. We can cool when it’s hot.
So fossil fuels, unlike a prescription drug, they can cure their own side effects. So imagine you’ve got a life-saving prescription drug. It can cure its own side effects with its benefits—but you ignore its benefits. That’s how we can be trying to get rid of the thing that’s saving the world and that billions more people need. I’m very emphatic about it cause it’s so clear and it’s so important.
Rick Perry:
Yeah, that’s it. Matter of fact, I got a copy of Fossil Future right here that you wrote, and that’s the most important—from my perspective—the most important message that comes out of this book is not only to help people understand the positive aspects of fossil fuels historically and going forward in the future, but it talks about the flourishing of mankind, if you care about humankind.
Alex Epstein:
And I think it might seem like, “Why are you bringing that up? Doesn’t everyone care about the flourishing of humankind?” And I think most people when pressed, if you say yes or no, they’ll say, “Yeah.” They’re not going to say, “I don’t care about it at all.” But here’s what happens: when they’re thinking about the Earth, when they’re thinking about the planet, for example, on Earth Day, they’re not actually focused on the flourishing of mankind because we’ve been taught that our number one goal with respect to the Earth should be to not impact it, to minimize or eliminate our impact.
And yet—this is what I learned when I was 18, this changed my life. I didn’t know anything about energy, I only learned that later, but this changed my life—I realized, “Wait a second. The modern environmental movement, its core goal is to eliminate human impact on Earth and humans survive and flourish by impacting Earth.”
So our goal with respect to Earth is an anti-human goal. And that’s why the key message you mentioned, the number one aspect of my book is that it looks at the Earth from a human flourishing perspective, and it says it’s good for us to build buildings. It’s good for us to build roads. It’s also good to enjoy beautiful nature. But guess what? You need a lot of energy and a lot of roads to do that. It’s good to have clean air and clean water, but it’s because it’s good for humans.
And so I look at the Earth and everything in it from a human flourishing perspective, and that really is radical, unfortunately.
Rick Perry:
I look at it from a—I’m a Christian—a biblical standpoint, and in Genesis, it clearly says that man is supposed to subdue the environment, but do it in a righteous way. And so clearly in our biblical teachings, it says that we’re supposed to use this environment for the flourishing of mankind, if you will. Be wise about it, do it in a righteous way, which pretty much is what you’re saying.
Alex Epstein:
Yeah. But I’m not coming from that background at all.
Rick Perry:
I understand that. I know that.
Alex Epstein:
But it is notable, I think, because it’s true I think in this case that the kind of Judeo-Christian religion with respect to this thing is unfortunately much more rational than the so-called scientific view because unfortunately, the quote, “scientific view” is actually an anti-human primitive religion cause it’s really a belief that the Earth without us is this, I sometimes call it, the “perfect planet premise.”
So, the unimpacted planet is this perfect thing. So it’s stable. It doesn’t change too much. It’s sufficient. It gives us enough—unless we’re too greedy—and it’s safe. And this is not at all true. We live on a very imperfect planet if you’re judging it from a human perspective; that’s why life was terrible for most people. So rationally, if you are just a human being who wants to live and you want your fellow human beings to live, you should be for looking at Earth from a human flourishing perspective, and you should embrace intelligently impacting Earth, and I argue fossil fuels is a big part of that.
Rick Perry:
Yeah. So you bring up a really interesting point about, what would the world be like today if you didn’t have human innovation, if you didn’t have human impact? And so, talk a little bit about the data that’s out there on climate-related deaths, climate-related injuries that occur historically. And my instinct is, the world’s a lot safer place today because of the fossil fuel engines that we have.
Alex Epstein:
Yeah I mean, it’s true of every metric of human life. So one of my favorite statistics that I use in Fossil Future is what I call the human-flourishing hockey sticks. Cause you see, life was just bad for thousands of years. So you have, for example, life expectancy is around 30, and then suddenly 200 years ago, for some reason, it starts going up like a hockey stick. And then you have income, which is how much resource an average person has access to. And it’s like this. And then population is like this cause everyone was dying so much before.
And a big part of it, not all of it, but a big part of it was climate. Climate is naturally deficient, as in it doesn’t always give us what we need, say in terms of rainfall. This is why drought was historically such a killer and people prayed to weather gods. It’s not actually a perfect planet at all.
And the climate is incredibly dangerous. It’s just constantly ravaging us and terrorizing us. So when people say, “Oh, the climate, save the climate.” You don’t want to save the climate. You want to master the climate, and fossil fuels have been essential to mastering the climate. Your instinct is right.
Just think about drought: so drought used to be a killer. You can look back in the ‘20s and ‘30s and see headlines of “2 million Chinese die from famine after drought.”
Rick Perry:
Well, think about the Dust Bowl and right here in the central part of the United States back in the ‘30s.
Alex Epstein:
Yeah, just think about what it means. 2 million in the past is, that’s like 8 million today adjusted for population. Drought related deaths are down 99% plus.
Rick Perry:
Wow.
Alex Epstein:
So that means you have a one in 100 chance of dying from drought. Why is that? Well, think about: we have modern irrigation. So, even when you have a drought, you can irrigate. So it’s as if you didn’t have a drought. We essentially have zero drought related deaths in the United States now.
You think about crop transport. So this happens a lot, particularly in Africa where they still, they’re not fully industrialized unfortunately. But now if they have a really bad harvest, including due to drought, we can use machines powered by oil to transport them crops. And of course, we grew the crops using oil and then natural gas for fertilizer.
So the climate and the Earth is so much more livable from a human flourishing perspective. That’s why I say the whole thing is looking at the world from a human flourishing perspective. You just feel like, “Oh my God,” to use maybe a biblical expression, like, “The scales come off.” You can see what’s true.
Rick Perry:
Yeah. So one of the things that I’d like to transition to here is to talk about: why is this such a conflictual issue? Why has there become people choosing sides over here—if you’re a climate denier, you’re a Holocaust denier, you’re put in the same camp. And why has this become such an issue that has caused such great division and angst? Can’t we be more in pursuit of the truth?
I use the IPCC, for instance, and I think their data and what their data says… And we look back on it historically, and they’ve missed the mark on this pretty substantially from time to time. But you’re read on: why do we find ourselves at this rather conflicting moment in history dealing with the climate and why this disdain for fossil fuels?
Alex Epstein:
I think part of it is, there’s a legitimacy in that it’s a high stakes issue. Now, I think the main way it’s viewed as a high stakes issue is not the way in which it’s actually high stakes. The way in which it’s actually high stakes is, “Does the world have cost-effective energy and thus do humans have the opportunity to flourish?” That, for me, is the high stakes issue because that’s life or death. That’s having an opportunity-filled life versus no opportunity.
You mentioned when we met in Africa, you just see that all over the place, making the right or wrong decisions is going to affect the fate of hundreds of millions of people for sure. Do they have the ability to have anything resembling a life like ours or not?
So now the other way thinks of it as high stakes in terms of they think we’re destroying the planet. You remember when AOC said that thing about “Scientists are telling us we have 12 years left, and you’re talking about the cost.” So for me, the cost of energy is actually, that’s the thing that matters. For her though, they have this view of the perfect planet, and I think this is, our educational system has taught people that we live on a perfect planet and then we’re parasite polluters who just ruin the planet.
And so they’re always expecting a new apocalypse. That’s why we’re supposed to run out of resources—we have more resources than ever. We were supposed to pollute the planet into oblivion—most of the planet is cleaner than ever. We were supposed to have catastrophic global cooling, catastrophic global warming—fewer climate-related disaster deaths than ever.
But they have this false view of the planet and of human beings and so they always expect apocalypse and then they feel like, “Hey, Rick Perry, Alex Epstein, you are leading to the apocalypse because you’re allowing us to use evil fossil fuels when the planet is going to be destroyed.”
It has a very religious narrative. It’s actually a Hell kind of narrative. And what I’m trying to get people to do is to think of it in a scientific way where you weigh pros and cons instead of treating it as though it’s an infinite con and the Climate God is going to punish us. That’s how we view it now.
Whenever you view there’s an infinite risk, it creates infinite fear and then infinite hostility toward anyone who seems to get in the way of your agenda.
Rick Perry:
Yeah. So again, I want to remind people, Alex’s book here, Fossil Future. It is truly, I think, full of truth.
Alex Epstein:
Thank you.
Rick Perry:
And as I said earlier, as we started this in the great State of Texas, which is where we are at Earth Day, as we’ve always been in the pursuit of freedom and truth. And, Alex, I think your book does that.
Alex Epstein:
Thank you.
Rick Perry:
So thank you for participating and being here with us today. God bless You.
Alex Epstein:
Thank you. I came here because of you for sure. You asked me to do something, I’ll do it, because you have helped me spread the word about this book better than anyone, and you certainly didn’t get paid to do it and I really appreciate that.
Rick Perry:
It’s all about the truth.
Alex Epstein:
Thank you. For me too.
Rick Perry:
Alex Epstein. And so anyway, here we are finishing up at Earth Day, a great beautiful day in downtown Dallas, Texas at the State Fair facilities here at Fair Park in Texas. And God bless you. And may God continue to bless the great State of Texas.
Business
Base Policies on Reality – Not Myths, Models, Misinformation and Fearmongering
From the Frontier Centre for Public Policy
Donald Trump and JD Vance have a mandate on energy, economic, immigration and other issues that won them 50% of popular, 58% of electoral and 82% of US county votes.
On January 20 they will begin tackling the numerous problems bequeathed them by the Biden-Harris Administration and Washington Deep State: illegal immigration of criminals, terrorists and opportunists; outrageous government spending by bloated federal agencies; wars and crises across the globe; and federal and state politicians and bureaucrats determined to slow or stymie their every move.
Mr. Trump will let the DOGE out, to cut government waste. Pundits and political pros are offering advice across the board. My suggestions center on the “climate crisis” and the destructive policies it has justified.
1. First and foremost, withdraw the United States from the 2015 Paris climate straitjacket. Its terms and subsequent agreements require that the USA and other industrialized nations switch from fossil fuels to “clean renewable” energy and de-modernize agricultural and other practices, to eliminate “greenhouse gas” (GHG) emissions. That would bring blackouts, de-industrialization and job losses.
It would also mean now-rich nations must pay developing countries $300 billion per year for climate damage “compensation” and renewable energy financing. But China, India and other developing countries need not cut emissions and will continue using coal, oil and natural gas in ever-increasing quantities, to modernize, create vibrant economies and lift more people out of poverty. That would mean even zero fossil fuel use by Western nations would not reduce global atmospheric GHG levels at all.
Better yet, send the Paris document to Congress for Article II Senate advice and two-thirds consent. President Obama’s sly move of calling this accord a mere “agreement” that required no Senate “treaty” review cannot be countenanced. Paris was among the most far-reaching, impactful agreements in US history. It affects our energy, economy, jobs, living standards, healthcare, national security and more. It’s a treaty and should be treated as such.
2. Equally important, eliminate the institutionalized junk science, assertions and fearmongering that fossil fuel use has caused an existential climate crisis for people and planet. Begin by re-examining the 2009 Obama Environmental Protection Agency “Endangerment Finding” that carbon dioxide “pollution” threatens the American people’s health and welfare.
Fossil fuels provide 80% of America’s energy; raw materials for thousands of petrochemical products; and the foundation of our economy, health and welfare. Their emissions certainly contribute to the 0.04% CO2 in Earth’s atmosphere, but this miracle molecule enables and spurs plant growth, thereby feeding the animal kingdom and making nearly all life possible.
EPA’s convoluted finding defied science and reality. It allowed the Obama and Biden Administrations to justify biased climate “research,” anti-fossil fuel regulations, sprawling wind and solar installations, and the transformation of America’s entire energy system and economy.
The Endangerment Decision was likely the most “major federal action” in US history, yet it has no real statutory basis. It clearly defies the Supreme Court’s decisions in West Virginia v. EPA, Chevron v. Natural Resources Defense Council and Loper Bright Enterprises, Inc., v. Raimondo.
EPA Administrator Lee Zeldin should direct the agency to formally and publicly reexamine the secretive process that EPA employed to ensure its “endangerment” decision – with no contrarian science, evidence, questions or public hearings permitted to challenge its preordained edict. A fair, balanced, scientific review would demolish the faulty Finding and bring the agency into compliance with SCOTUS rulings.
The President-elect’s appointment of energy and environmental “czars” and National Energy Council will build on those important steps, help restore reality and common sense to America’s energy and climate policies, rein in other Biden-era regulations and executive actions, and advance Mr. Trump’s promise of US energy dominance and economic resurgence.
Other actions the new Administration and Congress should take include the following.
3. Utilize the Congressional Review Act to reverse eleventh-hour Biden-Harris regulatory sprees – such as its ban on further coal leasing in the Powder River Basin.
4. Open all US non-National-Park areas for no/low impact evaluation and exploration, to identify prospects warranting more detailed assessments for critically needed metals and minerals. Most of these public land areas were deliberately made off-limits to such evaluations by Congress, courts and the Deep State, making it impossible to weigh surface values against potential for world-class subsurface deposits.
China’s recent ban on exports of several vital metals and minerals underscores yet again why America must not rely on adversaries for raw materials critical for US defense, aerospace, battery, AI, wind, solar and other industries – especially when those materials could be found and developed in America, under the world’s best pollution control and environmental protection rules, technologies and practices.
5. Reopen the Delaware-sized “coastal plain” of Alaska’s South-Carolina-sized Arctic National Wildlife Refuge for oil and gas leasing, exploration and drilling. Congressional legislation in 2017 explicitly allowed those activities, but President Biden unilaterally cancelled all leases and permits in 2023.
6. Require that applicants for climate change research and modeling grants demonstrate that their previous models and studies have been confirmed by actual temperature, drought and extreme weather data and evidence; and provide computer codes and analyses so that reviewers can view and evaluate their work.
7. Define “sustainability” to reflect complete global life-cycle raw material requirements, mining and processing needs and impacts, energy required to produce raw materials and manufacture energy and other systems, and land, air and water pollution resulting from all those activities. This will ensure that wind, solar, battery, electric vehicle and other technologies are not classified as “clean, renewable and sustainable” merely because they don’t emit CO2 or pollution after they start operating.
8. End subsidies and fast-track permitting for wind and solar installations – especially offshore wind, where raw material requirements and costs are many times higher than for onshore turbines and far more excessive than that for combined-cycle gas generators.
9. Require that wind and solar projects, and associated backup battery and transmission line projects, meet the same environmental review standards and requirements as required for oil, gas, coal and metals mining, and nuclear projects, regarding local, regional and global air and water pollution, land and habitat destruction, wildlife disturbance and loss, and post-project equipment removal and land reclamation.
Even better, cancel the entire offshore wind program. Its electricity is weather-dependent and ultra-expensive, threatens wildlife and fisheries, and requires unjustifiable amounts of raw materials.
10. Expand and streamline programs to bring new nuclear power plants online, especially small modular reactors – to meet rapidly expanding needs for abundant, reliable, affordable electricity for data centers, artificial intelligence, and increasingly electrified households, technologies and industries.
11. Terminate Diversity Equity Inclusion, Environment Social Governance, and Environmental and Climate Justice programs, offices and funding. They only serve as twisted justifications for arbitrarily selecting preferred companies and communities that are often less qualified to serve public health and safety.
There is much more to be done. But this is a solid beginning for reducing or eliminating needless, excessive and harmful pseudo science, grants, policies, practices and regulations – and restoring government of, by and for the People.
Paul Driessen is senior policy analyst for the Committee For A Constructive Tomorrow and author of books and articles on energy, environment, climate and human rights issues.
Business
Big Tech’s Sudden Rush Into Nuclear Is A Win-Win For America
From the Daily Caller News Foundation
By David Blackmon
The U.S. power-generation sector has been hit in recent weeks with story after story about Big Tech firms entering into deals with power providers or developers to satisfy their electricity needs with nuclear generation.
Here are some examples:
—In mid-October, Google said it had entered into an agreement to purchase power for its data center needs from Kairos Power, a developer of small modular reactors (SMRs).
—A couple of weeks earlier, Microsoft and Constellation completed a deal that would involve the restart of Unit 1 at the Three Mile Island facility in Pennsylvania to power that company’s needs.
—On Dec. 3, Meta issued a request for proposals to nuclear developers to provide up to 4 gigawatts (GW) of electricity to power data centers and AI no later than the early 2030s.
—Perhaps the most extensive development of all came two days after Google’s announcement, when Amazon announced it has entered into deals to support the development of Small Modular Reactors (SMRs) with three developers in three different regions of the country.
So, what’s going on here? Aren’t all these Big Tech companies supposed to be totally bought into the climate-alarm narrative, a narrative that claims wind and solar are the only real “clean” energy solutions for power generation? Aren’t we constantly bombarded by boosters of those non-solutions that they are able to reliably provide uninterrupted electricity if backed up by stationary batteries?
Certainly, that has been the case in the past — few corporations could hope to match the volume of virtue signaling about green energy we have seen from these tech companies in recent years. That was all fine until, apparently, the AI revolution came along.
AI is an enormous power hog, one that these and other Big Tech firms must now rapidly adopt to remain competitive.
The trouble with AI and the data centers needed to make it go is that it requires the reliable, constant injection of electricity 24 hours a day, 7 days a week, 365 days every year. While these Big Tech firms would no doubt love to be able to virtue signal about sourcing their power from wind and solar backed up by enormous banks of batteries, each and every one of them has assessed that option and realized it cannot reliably fill their needs.
Thus, the recent rush to nuclear. After all, once they’ve been built and placed into service, nuclear reactors are a very real zero emissions power source. And unlike wind and solar, nuclear plants do not have to be backed up by an equal amount of generation capacity provided by another fuel, consisting most often of natural gas plants. Nuclear reactors are basically the Energizer Bunnies of power generation: They just keep going and going.
Another big advantage nuclear brings over renewables is the avoidance of the need to invest in massive new transmission networks. This is especially true of SMRs, which can be installed directly adjacent to the contracting data centers. By contrast, wind generation installations must be located in areas where the wind reliably blows. Such areas are often hundreds of miles away from big demand centers, as has been the case in Texas.
Where solar is concerned, the provision of multiple gigawatts (GWs) of generation capacity can require the condemnation of hundreds of acres of land, often thousands. The stationary battery centers for 1 GW of solar or wind would require another large swath of land to be condemned. By contrast, the land footprint for a pair of 500 megawatt (MW) SMRs would amount to no more than a few acres.
Where the deal between Microsoft and Constellation is concerned, sourcing power from an older generation nuclear plant like Three Mile Island will involve interconnecting into an already extant transmission system, though some upgrades and extensions will no doubt be required.
This sudden rush to nuclear by some of the largest companies in the country will benefit all Americans. The massive infusion of capital will accelerate development of SMRs and other advanced nuclear tech, pressure policymakers to modernize antiquated nuclear regulations, and to streamline Byzantine permitting processes that currently inhibit all forms of energy development.
It is a win-win situation for all of us.
David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.
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