Rio Tinto says coal power cannot compete to power aluminium smelters. Well knock me down with a feather. Fancy that.
Nuclear power still way to expensive to generate electricity. There is no commercial SMR anywhere!
Mark the Graph likes New Keynesian models.
black holes anyone?
This book may explain why super is so political.
Noah likes India.
Rio Tinto admitting coal cannot compete to power aluminium smelters really is the tell — the economics have flipped even for the biggest energy users. And the SMR point stands: with no commercial small modular reactor anywhere, nuclear keeps getting priced out of the debate. I follow energy and tech news closely at TrendWire, and posts like this are a good reminder of how fast the ground is shifting.
ReplyDelete