42 karma · joined April 3, 2018
Gas turbines are all practically sold out till 2030, delivery time changed from 2-3 years to 5-7yrs.
Many announced data centers where destined to delay, independently from financial markets, due to the available infrastructure.
If the AI/data centers fomo dissapear, the effect on electrical production will take years in take effect, because capacity is already reserved and paid.
In oposition to software, energy infrastructure is not flexible: you can't speed up a turbine projected for 2032 neither cancel the order without a considerable cost.
- net vs brute MW, electrical vs thermal MW - "operating" status means different things in different sources (connected, commercially available, operable but suspended, etc) - official sources publish state changes on different cycles, (for example PRIS vs GEM, etc), so for weeks at a time the same unit has two different states - some sources publish data per unit and day, other per power plant and per year, etc. - different names for the same power plant in different sources (for example, KANUPP & Karachi, Chashma & CHASNUPP, Zaporizhzhia & Zaporozhye, etc).
I went in expecting to find errors. Almost none of it was error: each institution answers a different question on its own calendar, and each is right by its own definition. But I found an important gap for those who need the updated and standardized information.
This is why I created reactoratlas.com
If you have built something similar over institutional data, how do you handle that?
OL3 will generate ~745 TWh over his life, from a total investment of ~€11bn.
Loviisa life extension will generate ~170 TWH, from an investment of ~€1bn.
Considering the capacity factor, we are comparing 6€/MWh for Loviisa against ~15€/MWh for OL3.
So, it is worth mentioning that extending the life of an existing power plant can be a really good investment.
Main difference is in initial setup/concrete installment!!
You can review all the maths using data from OL3 here: https://reactoratlas.com/en?y=2026&s=finland-olkiluoto-nucle...
BTW it was pinned as a resource in the nuclear subreddit, which makes me very happy: people is finding it very useful!
And yeah, fair point on the coding comment. I guess I still enjoy it too much! I’ll publish some piece of code fully coded by my own fingers one of these days
My strategy was: 1 - learn just the basics on each vertical (bitcoin, EVM, smart contracts, consensus protocols, game theory) - it wasn't difficult having a background as engineer 2 - get a job as PM/PO to be in touch with as many projects as I can 3 - get a deep understanding of the market needs 4 - start working as low level developer on a particular (selected) project, to understand the core and become an expert 5 - manage my own team to sell services (outsourcing) to other entrepreneurs 6 - scale num.5
I share with you a doc I wrote a time ago, describing the roadmap I propose to learn the basics: https://medium.com/rather-labs/the-roadmap-to-become-a-block...
Also, if you want to check my company, you can do it at ratherlabs.com
I wish you the best on this exciting path!