<html><head><style type='text/css'>p { margin: 0; }</style></head><body><div style='font-family: arial,helvetica,sans-serif; font-size: 10pt; color: #000000'><font face="arial, helvetica, sans-serif"><span style="font-size: 10pt;">---</span></font><div><div><font face="arial, helvetica, sans-serif"><span style="font-size: 13.3333px;">Even as I support renewable plants, I am not yet fully convinced that a </span></font></div><div><font face="arial, helvetica, sans-serif"><span style="font-size: 13.3333px;">quick and massive decommissioning of fossil fuels for base load </span></font></div><div><font face="arial, helvetica, sans-serif"><span style="font-size: 13.3333px;">generation is feasible.</span></font></div><div><font face="arial, helvetica, sans-serif"><span style="font-size: 13.3333px;">---</span></font></div><div><font face="arial, helvetica, sans-serif"><span style="font-size: 13.3333px;"><br></span></font></div><div><font face="arial, helvetica, sans-serif"><span style="font-size: 13.3333px;">Nuclear is the only way to have a reliable base load generation that doesn't release greenhouse gasses. Thankfully the US drought on new nuclear construction was over a few years ago. Hopefully it continues.</span></font></div><br><div style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 10pt;"><span name="x"></span><br style="color:rgb( 0 , 0 , 0 );font-family:'times new roman';font-size:medium;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><br style="color:rgb( 0 , 0 , 0 );font-family:'times new roman';font-size:medium;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><span style="color:rgb( 0 , 0 , 0 );font-family:'times new roman';font-size:medium;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;display:inline !important;float:none">-----</span><br style="color:rgb( 0 , 0 , 0 );font-family:'times new roman';font-size:medium;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><span style="color:rgb( 0 , 0 , 0 );font-family:'times new roman';font-size:medium;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;display:inline !important;float:none">Mike Hammett</span><br style="color:rgb( 0 , 0 , 0 );font-family:'times new roman';font-size:medium;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><a href="http://www.ics-il.com/" style="font-family:'times new roman';font-size:medium;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px" target="_blank" rel="nofollow noopener noreferrer">Intelligent Computing Solutions</a><br style="color:rgb( 0 , 0 , 0 );font-family:'times new roman';font-size:medium;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><a href="https://www.facebook.com/ICSIL" style="font-family:'times new roman';font-size:medium;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px" target="_blank" rel="nofollow noopener noreferrer"><img src="http://www.ics-il.com/images/fbicon.png" style="border:0pt none" src="http://www.ics-il.com/images/fbicon.png"></a><a href="https://plus.google.com/+IntelligentComputingSolutionsDeKalb" style="font-family:'times new roman';font-size:medium;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px" target="_blank" rel="nofollow noopener noreferrer"><img src="http://www.ics-il.com/images/googleicon.png" style="border:0pt none" src="http://www.ics-il.com/images/googleicon.png"></a><a href="https://www.linkedin.com/company/intelligent-computing-solutions" style="font-family:'times new roman';font-size:medium;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px" target="_blank" rel="nofollow noopener noreferrer"><img src="http://www.ics-il.com/images/linkedinicon.png" style="border:0pt none" src="http://www.ics-il.com/images/linkedinicon.png"></a><a href="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as has announced the end of today's emergency energy <br>> conservation appeal due to a shortage of generation capacity and <br>> higher than forecasted demand caused by a cold front.<br>><br>> No this is not an old message. Yep, Texas is having power shortages <br>> again in mild April weather.<br><br>So looks like ERCOT have 32,000MW of capacity offline for maintenance <br>and repairs, which they claim is not unusual for this time of the year <br>as they gear up for the summer. So generation capacity was only <br>50,000MW, while demand was 49,000MW. 1,000MW in reserve is right on the <br>nose. Solar production was also down by 3,000MW due to cloudy skies.<br><br>Fundamentally, the outlook for energy production, globally, is not that <br>great. Operators are going to have a tougher and tougher time meeting <br>demand as electrification increases, consumer demand increases, and the <br>pressure to use more renewables increases.<br><br>Considering that supply and demand must always be balanced, it's a <br>little hard for operators to be conscious about their sources of energy <br>while consumers continue to live as normal. There has been plenty of <br>talk about IDSM (integrated demand side management) through automation <br>with smart grids that can control when folk use appliances, remotely. <br>But practically, most DSM measures will be led by deliberate behavioural <br>changes, through appeals like the one ERCOT made for folk to conserve <br>energy. That won't ramp-down demand as fast as operators would like, and <br>with our habits of flipping switches and expecting the lights to come on <br>and the kettles to boil, it's not a small problem.<br><br>Even as I support renewable plants, I am not yet fully convinced that a <br>quick and massive decommissioning of fossil fuels for base load <br>generation is feasible.<br><br>I believe the success of renewable generation capacity (coupled with <br>storage) lies in distributed delivery through community micro grids, and <br>not grid-scale deployment.<br><br>Mark.<br></div><br></div></div></body></html>