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Edgardo Sepulveda Profile
Edgardo Sepulveda

@E_R_Sepulveda

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Consulting economist. Telecoms (), electricity () & inequality ()

Toronto, Canada
Joined October 2015
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
"Does renewable electricity hurt the poor?" In Germany, YES. Yet more researchers find that the renewable support levy (EEG) paid by rate payers and used in Germany to help finance wind & solar operators resulted in higher electricity prices and was regressive: increased energy…
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
What is happening? 😱😱 Deutsche Welle (DW), the German state-owned broadcaster just dropped a 42 minute documentary casting doubt on Germany's wind & solar-driven Energiewende (energy transition), including that it could lead to blackouts: "Power failure in Germany - Horror…
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
🇩🇪German electricity⚡consumers paid €320 billion to help subsidize wind, solar & biomass operators. Starting in 2000, the "Renewable Energy Sources Act (EEG) surcharge" was included in most consumer electricity bills to finance high feed-in-tariffs (FIT) and "premium"…
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
"Does renewable electricity hurt the poor?" In Germany, YES. Yet more researchers find that the renewable support levy (EEG) paid by rate payers and used in Germany to help finance wind & solar operators resulted in higher electricity prices and was regressive: increased energy…
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
@NYPAenergy Nuclear.
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
1/3. Ever wondered what dispatchable vs. intermittent electricity generation looks like? #energytwitter Inspired by @TristanKamin , I charted hourly 2021 data (8,760 points) for Ontario, Canada. Start with 2 largest sources, Nuclear (57% of mix) & Hydro (24%), scaled accordingly.
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
During the 41 days from August 1 to September 10 the European wind fleet had an average hourly output of 39.5 GW. Capacity is 255GW, so European wind had an average capacity factor of 15.5% during that period.
@IntermittentNRG
intermittent.energy
8 months
Europe wind output from August to present From ~255GW of wind turbines
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
🚨Hot off the presses, important energy economics paper provocatively titled “Energy Saving May Kill”. What if national policy-makers decided to suddenly shut down a generation source providing 30% of your country’s electricity? And in the short/medium term your alternative…
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
@PeterHavercan @dougbamford @Mining_Atoms @AlScottRational @_DrFred_ For Ontario, Canada for 2021, the charts below show Nuclear and Solar and Nuclear and Wind. Based on hourly observations for 365 days.
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
A very welcome public acknowledgement from Canada's Minister of Environment and Climate Change on the necessity of nuclear energy/technology: "Environment Minister Steven Guilbeault, a former environmental activist acknowledged Tuesday he was opposed to nuclear energy but now…
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
Good news from 🇫🇷France & for French nuclear⚡️: 1) proposal to fiscally ring-fence France from the broader European wholesale electricity market is just another example of nations/jurisdictions recognizing the limits/deficiencies of these neoliberal constructs. 2)…
@publicsenat
Public Sénat
6 months
Marché de l’électricité : après des mois de négociations, #EDF et l’Etat s’accordent sur un prix de vente "autour de 70 euros le mégawattheure" ➡️
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
Thx to @Mining_Atoms , my earlier Ontario, Canada (non-) vs. dispatchable radar graphs are getting a second look, including from outside Canada & USA. One recurring question is choice of scaling… for example, original graph shows nuclear and wind on different scales. A 6/6 🧵
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
2/3. How does Wind (9% of mix) look? With Nuclear on scaled graphic. Wind has “wind droughts", day-to-day & seasonal variation. Wind produces ≈ 30-35% of theoretical capacity (CF); Nuclear≈85-90%, Hydro≈40-45%.
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
#MarcelBoiteux died earlier today, aged 101. So many achievements....(see his Wikipedia entry below) He also may have outlived some of the anti-nuclear terrorists (never identified) that tried to assassinate him in 1977 when he was head of EDF (the French publicly-owned…
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
Belated happy 100th birthday (May 9) to French electricity economist Marcel Boiteux Former Pres. @econometricsoc , developed Ramsey-Boiteux pricing for monopolies, former DG @EDFofficiel , where he championed electrification & survived assassination attempt
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
Everyone subsidizes something in energy...but what & how much? In 🇩🇪 Germany, producer subsidies for renewables (EEG)⚡️electricity (see below) are greater than all fossil fuel🛢️(FF) subsidies. That is on a per unit basis and includes "implicit" FF subsidies from…
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
🇩🇪German electricity⚡consumers paid €320 billion to help subsidize wind, solar & biomass operators. Starting in 2000, the "Renewable Energy Sources Act (EEG) surcharge" was included in most consumer electricity bills to finance high feed-in-tariffs (FIT) and "premium"…
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
3/3. The scaled graph shows Solar (2% of mix) has seasonal (weakest in winter), and day-to-night variation so CF≈15% Intermittent non-dispatchables require "backup", role currently played by gas (≈6%) in Ontario. Stay tuned for more graphs, inc. of gas, and other combinations
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
In just one month in early 2022 more than 10,000 Canadians signed a Parliamentary petition initiated by @Dr_Keefer and sponsored by @ctochor to have the 🇨🇦 Green Bond Framework revised to include #nuclearenergy and today that revision was announced! Congrats!
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
Nuclear, you know, like the reactors at Indian Point 3 (IP3) and FitzPatrick, both of which you @NYPAenergy owned, and then decided to privatize by selling them to Entergy for a cool $1 billion in 2000.
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
Bruce Power, that operates one of world's largest nuclear facilities right here in Ontario, has just issued another Green Bond to finance their refurbishment process. That is $600 million in ESG nuclear financing, on top of 2021's $500 million Green Bond. …
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@E_R_Sepulveda
Edgardo Sepulveda
3 years
With virtually no hydro resources, Belgium reduced emissions intensity by 60% due to nuclear rollout; went from well above to well below AVG emissions, maintaining below AVG prices. Emissions have stayed below AVG, as gas displaced coal Prices have stayed below AVG until recently
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@E_R_Sepulveda
Edgardo Sepulveda
11 months
Wow, that was fast @GrantChalmers ! From just-released (ex BP) Statistical Review, one of the better ways to present a standarized comparison of sustained increase in clean electricity generation by technology! Hydro & nuclear make up 16 of the top 20 spots; wind and in…
@GrantChalmers
Grant Chalmers
11 months
Largest 10-Year deployments of electricity generation via Statistical Review of World Energy 2023. More solar entries, Australia moves past half way. Can Finland, Norway and Sweden maintain the wind momentum? #electricity #energy #rstats #ggplot2 h/t @EnergyInstitute
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
So given Ontario's🇨🇦 generation⚡️mix (2nd figure), what is the average cost/price (RPP) faced by consumers (1st figure)? Hydro & nuclear are low-cost, always below average cost; gas at or above average; solar, biofuel & wind are high-cost, always above average cost. Ontario…
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@E_R_Sepulveda
Edgardo Sepulveda
7 months
Ontario, Canada🇨🇦 as a clean-electricity⚡️case study highlighting differences between ACTUAL PRICES to CONSUMERS (RPP) versus the oft-cited MODELLED levelized COST of energy (LCOE) to PRODUCERS based on Lazard financial modelling. Actual vs. Modelled Price vs. Cost Consumer vs.…
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
Spotted one of these @DavidSuzukiFDN (DSF)-funded billboards in Toronto. While DSF and its founder have made very significant contributions to environmental awareness in Canada, this “100% renewables by 2035” electricity policy proposal for Ontario is irresponsible and should be…
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@E_R_Sepulveda
Edgardo Sepulveda
10 months
Nuclear energy is a "no regrets" good option - even if humanity does NOT take climate change seriously, or we cannot agree on climate change, nuclear energy still makes sense.
@FerghaneA
Ferghane Azihari 🌐
10 months
Si l'humanité prenait le changement climatique au sérieux, elle s'accorderait à conduire un programme mondial de nucléarisation, en commençant par les pays stables en déficit d'infrastructures électriques et bas carbone. Tout le reste n'est que littérature et gaspillages.
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@E_R_Sepulveda
Edgardo Sepulveda
11 months
Important new article providing assessment of US experience with deregulated electricity markets by current FERC Commissioner @ChristieFERC Through a series of Orders starting in late 1970s FERC enabled the introduction of competition, the creation of (inter-state) regional…
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
Great to see this in Canada's just-announced 2023 Budget - a level playing field for the application of the ITC: all clean electricity generation investment - including large & small nuclear, refurbished & new, public & private!
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@E_R_Sepulveda
Edgardo Sepulveda
11 months
Is your electricity unionized? 🧑🏽‍🏭🧑🏾‍🔧 Today I add Canada to the USA (from May 10): the beginnings of a cross-national database of %union workers by type of electricity generation! Figure includes national %union rates for context and a secondary axis to adjust for much lower USA…
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@E_R_Sepulveda
Edgardo Sepulveda
9 months
1/3. "Measure What Matters": public vs. private ownership of nuclear generation across globe. GW-weighted public ownership in top 8 countries (by reactors: 🇺🇸 🇫🇷 🇨🇳 🇷🇺 🇯🇵 🇰🇷 🇨🇦 🇮🇳) is 63%. For remaining 24 countries ≈75% public (TBC). So global public ownership is ≈65%.
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
From the Toronto Sun's editorial of April 26: "Trudeau is right on nuclear energy": "Prime Minister Justin Trudeau supports the increased use of nuclear power because, without it, it will be impossible to reach his goal of achieving net-zero greenhouse gas emissions in Canada…
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
1st time I see "baseload" nuclear vs "variable" wind & solar generation presented this way. I make/like electricity graphs & I find this stunning: hourly generation over 28 days (weeks 47 to 50 of 2021) in France. Sharing with other e-graphists: @GrantChalmers @lowcarbonpower
@Fabien_Roussel
Fabien Roussel
2 years
Nombreuses sont les critiques sur la soi-disant « intermittence » de l’énergie nucléaire. Pour rappel, la seule énergie intermittente, c’est l’énergie renouvelable. La démonstration en trois graphiques.
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
4/6. So now we can see context for choice of scale, with left (original) scaled to show 2 maxima in one graph, and right (new) on same scale. Wind has “wind droughts", day-to-day & seasonal variation, but this is much more evident in left. The right emphasizes the relative size.
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
1/5. More Ontario, Canada visuals following-up earlier thread #energytwitter How do nuclear, hydro, gas & wind work to meet Market Demand in one of the cleanest multi-tech grids in world? It has cost us dearly to get here, pity some of it is now at risk🧵
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
1/3. Ever wondered what dispatchable vs. intermittent electricity generation looks like? #energytwitter Inspired by @TristanKamin , I charted hourly 2021 data (8,760 points) for Ontario, Canada. Start with 2 largest sources, Nuclear (57% of mix) & Hydro (24%), scaled accordingly.
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@E_R_Sepulveda
Edgardo Sepulveda
3 years
France reduced emissions intensity by 80% in 11 peak years of nuclear rollout of late-1970s. Went from AVG to very low emissions, maintaining AVG prices. Emissions have stayed very low with stable nuclear & some hydro, sup. by small non-hydro renewables. Prices remain below AVG.
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@E_R_Sepulveda
Edgardo Sepulveda
7 months
Ontario, Canada🇨🇦 as a clean-electricity⚡️case study highlighting differences between ACTUAL PRICES to CONSUMERS (RPP) versus the oft-cited MODELLED levelized COST of energy (LCOE) to PRODUCERS based on Lazard financial modelling. Actual vs. Modelled Price vs. Cost Consumer vs.…
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@E_R_Sepulveda
Edgardo Sepulveda
7 months
Latest Ontario Energy Board electricity generation supply costs RPP report for the next 12 months just dropped... and here is my update going back ten years.... this time trying it with a log scale. Hydro remains our lowest supply cost generation technology, followed by nuclear…
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
On video availability.... I have been told that Youtube link I included above does not seem to work in Germany. It could be that it is geo-blocked there (and perhaps elsewhere?). The direct DW also does not appear to work in Germany, but perhaps this is a general DW (which is…
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@E_R_Sepulveda
Edgardo Sepulveda
3 years
Finland reduced emissions intensity by 70% in 8 years due to nuclear rollout of late-1970s. Went from AVG to low emissions, maintaining below-AVG prices. Emissions have stayed below AVG with stable nuclear & hydro stable, supplemented by non-hydro renewables recently.
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@E_R_Sepulveda
Edgardo Sepulveda
10 months
“Power at cost” was the slogan used by Sir Adam Beck, the Conservative MPP and first chair of Ontario Hydro, created in 1906, to campaign against expensive private power in favour of public, low-cost electricity such that even the “poorest working man will have electric light…
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@cadlam
Christopher Adlam
10 months
The spirit of Sir Adam Beck is alive and well in Ontario. Abundant, reliable inexpensive electricity, this will be the foundation that underpins electrification in the province. 💪
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
🚨New Blog🚨: Tracks 100 years - a CENTURY of data - of public ownership of generation in Canada's electricity sector. 20% in 1917, peaks at 87% early-1990s, now 64% Next blog, how could ownership impact our ability to meet our electrification challenge?
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
5/6. But the reduced intermittency comparibility of same-scaling really gets lost for solar in Ontario because of the order of magnitude size differences. The seasonal (& day to night) intermittency for solar is evident in left (scaled to show 2 maxima), but lost in right!
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@E_R_Sepulveda
Edgardo Sepulveda
7 months
Latest Ontario Energy Board electricity generation supply costs RPP report for the next 12 months just dropped... and here is my update going back ten years.... this time trying it with a log scale. Hydro remains our lowest supply cost generation technology, followed by nuclear…
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
Super pleased to have my first @TheAgenda article, discussing the $6.9 billion/year (yes BILLION) Ontario Government electricity subsidies, how we got here and what the parties are proposing to do about it! A shorter update from my 2018 election article:
@TheAgenda
TVO Today | The Agenda
2 years
Ontario election: The $6.9 billion budget item that (almost) no one is talking about — by @E_R_Sepulveda #onpoli #onelxn
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@E_R_Sepulveda
Edgardo Sepulveda
3 years
Which #OECD countries have lowered #electricity #emissions ? How did they do it, at what pace, at what price? #COP26 My 5th round of 4-country profiles: #Denmark , #France , #NewZealand , #Slovakia Include emissions & price averages (AVG) from 24-country sample 4 comparison! 🧵
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
4/5. Wind is “out of sync” in Ontario; “wind droughts” during summer peak… e.g. during peak 14-day August 13-26, 2021 period Wind produced only of 2.2% mix, at capacity factor of 8.4%. So Gas had to do heavy-lifting (21% of mix) during two weeks to keep lights on & AC humming….
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
"The declaration will call on the World Bank & other [IFIs] to include nuclear energy in their lending policies....The US will likely be joined by UK, France, Sweden, Finland and South Korea" Will Canada🇨🇦, a top-tier nuclear nation, not also sign this declaration at COP28?…
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
@CER_REC Nuclear power.
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
A banner day!
@ScottLuft
Cold Air
8 months
not sure I've ever seen electricity maps estimate the carbon intensity of Ontario's electricity below that of Quebec's!
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
The @AtmosphericFund is a City of Toronto agency with a mandate to reduce local GHGs. Endowed with $100M, TAF has a strong record funding local efficiency projects, but has stumbled in recent advocacy to influence provincial electricity policy. Extended 🧵
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
"Nuclear power is a safe, reliable, and clean energy source. It is also a critical input in life‐saving medical technology. Ontario is fortunate to be a global leader in the nuclear industry."
@CanadiansEnergy
Canadians for Nuclear Energy
1 year
The Ontario government tabled its 2023 budget today, which clearly reaffirms its commitment to supporting the cornerstone of the province's #cleanenergy and economic advantage, #NuclearEnergy present and future. #CANDU #BWRX300
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
6/6. I had already shown hydro before... For completeness here is Gas, scaled & descaled. Gas in Ontario has low CF because use is for peaking & fill in gaps when Wind/Solar not producing. Check out August during peak summer demand (AC) and a "wind drought" THE END
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
On this day, September 4, in 1882 the Pearl Street generation station opens in New York City, the world's first centralized commercial electricity station. "The station was built by the Edison Illuminating Company, under the direction of Francis Upton, hired by Thomas…
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
Super pleased to have been one of the first signatories, now with a total of 9,123 other Canadians, of petition urging Federal Government to include homegrown CANDU tech in Clean Technology Investment Tax Credit. Thx to @Dr_Keefer for initiating & @viraniarif for sponsoring it.
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
After adding CL, CZ, IL, KR, MX & PL to now have 30 OECD countries in sample.... An update of sustained material peak rollout (SMPR); any period in which N or WS expanded gen%mix >1%/year over ≈10 yrs. Shows sample countries on average rolled out N (3.6%) faster than WS (2.0%).
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
5/5. Gas will increase if nuclear Pickering goes offline in 2025. Even with LARGEST batteries, more Wind cannot reliably replace Pickering & eliminate Gas by 2030. Reliable & lowest-carbon abatement cost option = refurbish Pickering & keep Gas for backup
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
Belated shout out to @fredstaffordcs & @Matthuber78 for @jacobin public power in USA article - highly recommended! As a complement, and to provide analysis of how Canada come to be an “existing highly decarb grid ... mostly powered by public centralized hydro & nuclear" 🇨🇦🧵
@jacobin
Jacobin
2 years
Large-scale public ownership of utilities, supported by strong union power, is the only way to avoid a decentralized renewable energy industry that runs on deregulated markets, tax shelters for corporations, and an insecure and transient workforce.
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
The one chart I would've liked to have had when I started researching electricity in Ontario, Canada: Generation and ownership/control (public or private enterprise) mix by tech Evolution of unit costs by tech; how and by whom are those prices/costs set? #energytwitter #onpoli
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
@Klaus_W_W Other Germans have also confirmed that it geo-blocked in Germany. Solution is VPN to access from other country/region.
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
Great to see Ontario's union-strong world-leading nuclear sector highlighted in today's Fall Economic Statement... ...and that the newly-created Ontario Infrastructure Bank could support the expansion of nuclear power.
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
I am no longer grumpy.
@PortCityHorgan
Ross Horgan
6 months
In 2022 the Director General of @NRCan thought there was never any chance of Canada’s Green Bond framework including non-emitting nuclear energy. Today ⚛️ was included, another example of growing public support for nuclear energy projects
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
Follow-up to Nov.16 thread of (non-) vs. dispatchable generation in Ontario, Canada. For nuclear & wind, left scaled so both have same linear-hour max, while right on same scale. Graphs highlight intermittency. Known issue: radial areas will not reflect annual totals. A 5/5 🧵
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
2/6. In Canada, provinces set electricity policy. Ontario is largest (pop≈15m), with low emissions (≈25-50 gCO2/kWh), due to legacy nuclear & hydro. Gas, wind, solar, biofuel are more recent. Achievement: elimination of coal (≈25% in 2003) mostly via restart of some nuclear.
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@E_R_Sepulveda
Edgardo Sepulveda
10 months
Why are nuclear jobs union jobs? Check out the breadth and depth of unions involved in building, supplying and operating a nuclear generating plant!
@Happy_Belmore
@Happy_Belmore
10 months
This is good energy policy, good environmental policy, and good industrial/economic policy. That's one hell of a trifecta. It's also really great news for workers in Ontario & the unions that represent them. Why do i say that? A 🧵 #onpoli #onlab #canlab
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
3/6. How about prices/costs? Complex mix econ. regulation (some nuclear & hydro), expansion agreement (rest nuclear), Power Purchase Agreements (PPAs) for gas & feed-in-tariffs (FITs) for wind, solar & biofuels (). Graph shows 10-year evolution of cost mix.
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
Great @mattgurney Pickering refurbishment article, focussing on electricity reliability (looking at you Germany, of the dimming street lights, for starters); complements earlier article by @jm_mcgrath looking at Pickering from a political perspective.
@TheAgenda
TVO Today | The Agenda
2 years
There’s a lot to like about the idea of extending the service life of Ontario's Pickering nuclear reactors — and adding a whole bunch more of them, according to @mattgurney . #nuclearpower #ClimateAction #onpoli
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@E_R_Sepulveda
Edgardo Sepulveda
3 years
Not only that, @fredstaffordcs , but initial data analysis shows that renewables, mostly rolled out by private entities, are associated with price increases that are more than five times higher than that of nuclear, for example, that was mostly rolled out by public entities.
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@fredstaffordcs
Fred Stafford
3 years
Why do socialists have to pray at altar of renewables when making otherwise useful, necessary crit of privatization & profit-seeking in ⚡️ industry. The point is to develop clean, cheap, expanded electrical grid according to pub need, long-term planning; not just more renewables!
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@E_R_Sepulveda
Edgardo Sepulveda
11 months
⚡️Is your electricity publicly- or privately-provided?⚡️ Ownership (& control) of electricity generation by technology in Canada 🇨🇦 and US 🇺🇸. In Canada publicly-owned enterprises like the provincial (crown) corporations (OPG in Ontario, Manitoba Hydro, etc.) are the norm,…
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
Yesterday I discussed new CFD-type regime for existing (& planned 10GW new capacity) French🇫🇷 nuclear fleet, at €70/MWh in 2022 prices. For new capacity pricing context, UK🇬🇧 just announced a CFD at £73/MWh in 2012 prices for upcoming AR6 offshore wind auction (capacity could be…
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
Yes, Liberals leaving it to the "market"... Because COP26 is about markets, not policy. Because the Liberal carbon tax does not impact markets. Because the Liberal purchase of the Trans Mountain Pipeline ($4.5b) was all about free markets. Because we get to pick & choose.
@nationalpost
National Post
2 years
Liberals leaving nuclear's future 'to the market' while other countries bet big
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
1/2. Another well-written piece by @nukebarbarian , this on Germany's energy policy and its path dependence to current geo-strategic conundrum. Results? Billions of Euros, high consumer prices, dirty grid. My target? Feed-in-tariffs (FIT) & how they increase economic inequality.
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@nukebarbarian
Emmet Penney - Nuclear Barbarian ⚔️⚛️⚔️
2 years
Happy to be in @compactmag_ writing about the insanity of Germany's commitment to shutting down its nuclear reactors. Thanks to @Edwin_Aponte_Jr for the masterful edits.
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@E_R_Sepulveda
Edgardo Sepulveda
11 months
@fredstaffordcs @Matthuber78 @Leigh_Phillips @TUED_global @CVOUICNI @IBEW @SPEACanada @TheSocietySays @collectifission @_cosatu By popular demand... the figure with the same vertical axes - highlights the difference between the absolute levels across both countries! Also, allows me to add further description to the differences in level of vertical coverage between two surveys...
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@E_R_Sepulveda
Edgardo Sepulveda
10 months
Re-upping this on Canada Day from my site - how does Canada's electricity grid compare? Based on zero-direct emissions, centrally-provided hydro and nuclear generation, the grid has low emmisions AND low prices. AND the grid is majority publicly-owned…
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@E_R_Sepulveda
Edgardo Sepulveda
11 months
Update on Canada & US electricity sector union rates... Updated figure now includes distribution and transmission, in addition to the high-level generation technologies. One question that came up from the June 1 tweet was the "relatively" low hydro union rates in Canada. I…
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
@brorurban @TristanKamin Until the early 1950s we were almost all hydro, after which we ran out & started building coal & then nuclear, which we used to phase out coal. Now, nuclear and hydro is baseload (cover 80-90% avg. demand), with wind & solar on top and gas covering the gaps and peaks.
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
25. Local energy efficiency solutions do not always translate well into electricity policy. TAF could improve its advocacy by: 1) doing its scientific research first; 2) more accurate comms; 3) following the science on electricity tech/systems, rather than its “usual allies”. END
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
Today we first get news that organized workers in Ontario - @OFL - endorses #nuclearenergy and now in the fall economic statement we get the 🇨🇦Federal Green Bond Program Framework revised to include #nuclearenergy , including to reflect "evolving investor preferences". This…
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@brahmneufeld
Brahm Neufeld
6 months
NEW NUCLEAR REACTORS AND REFURBS ARE ELIGIBLE FOR GREEN BONDS! Per Fall Economic Statement, released just 20 minute sago
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@E_R_Sepulveda
Edgardo Sepulveda
3 years
Switzerland has had decarb. electricity for 60 years! First relying on hydro, kept very low emissions by adding nuclear in 1970s, with no non-hydro renewables. Prices have stayed low. For 2019, non-emit hydro & nuclear = 99%, emissions<50 kg/MWh & HH prices= USD$182/MWh
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@E_R_Sepulveda
Edgardo Sepulveda
3 years
Another great piece of writing from @nukebarbarian , arguing "efficiency is not generation"; exposing degrowth dreams for the nightmares they would be for most of humanity.
@nukebarbarian
Emmet Penney - Nuclear Barbarian ⚔️⚛️⚔️
3 years
You can read my latest piece on why the Democrats are so obsessed with transmission schemes as a "solution" to power generation problems in @Gen_Atomic 's The Kernel. Thanks to @ecopragmatist for giving me a shot!
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
Very nice graphics, cutting through the PR hype. Thank you @GrantChalmers
@GrantChalmers
Grant Chalmers
2 years
Carbon Intensity of Electricity consumption in 2021. Monthly minimum vs maximum readings over the last 12 months, overall median represented by a blue asterisk. #rstats #ggplot2 #gganimate #carbonneutrality #ESG #cleanenergy #energytwitter @electricityMap
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
@CER_REC This is disappointing communications from @CER_REC . Your original "trivia" question included the wording "will", as if the generation mix had already been fixed, pre-ordained. Now you clarify that the "will" refers to one of your scenarios in your Canada's Energy Future.
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@E_R_Sepulveda
Edgardo Sepulveda
3 years
Which #OECD countries have lowered #electricity #emissions , by how much, at what pace, with which tech, & at what price? 6th of 4-country profiles: #Belgium , #Germany , #Greece , #Netherlands ANNOUNCEMENT: new web-site with all 24 profiles - check out 🧵
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@E_R_Sepulveda
Edgardo Sepulveda
3 years
2/2. F7 combines F3, F5 & F6. Multivariate regression forthcoming For now, set of simple regressions show that during RESPECTIVE peak roll-out periods, each %-point increase in Nuclear was associated with HH price increase of $1.66 on avg; that figure was 5X for RE, at $8.74
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@E_R_Sepulveda
Edgardo Sepulveda
10 months
Nice. Could not find a poster/pamphlet for the "Atoms not Dams" campaign, but how about this earlier (1955) USPS stamp commemorating the "Atoms for Peace" programme?
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@cornoisseur
Michael McLean
10 months
Sierra Club California had an “Atoms not Dams” campaign in the 1960s to build a nuclear plant in San Francisco, with the goal to promote conservation in California.
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
Yet another great piece from @fredstaffordcs , this time in @TheBTI arguing for the benefits of public power, of nuclear power, and of public nuclear power in the USA. In contrast, in Canada public power is the norm, & all nuclear power to date has been built as public power. 🧵
@TheBTI
Breakthrough
1 year
With the passage of the Inflation Reduction Act, @fredstaffordcs argues it’s time to revive a New Deal politics of public power—one in which nuclear energy and the Tennessee Valley Authority should be front and center:
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
@Leigh_Phillips What has energy ever done for us?
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
The Board of @AtmosphericFund , a City of Toronto agency with a $100 million endowment, will meet Tuesday November 21, inc. to vote on proposed investments. On the agenda is a $3.5 million investment to provide a type of line-of-credit for an unknown proponent so that this…
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
No. Not in France. Not in Canada. Not anywhere.
@Le_NouvelObs
Le Nouvel Obs
1 year
Peut-on encore être écolo et antinucléaire ?
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
🚨New blog🚨 looking at declining USA nuclear capacity since 2008, by ownership: Overall change: -6.1 GW Privately-owned capacity: -7.1 GW Publicly-owned capacity: +1.0 GW Can private nuclear stabilize? Is increased public ownership viable in the USA?
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
🚨My first Substack (sort of)! BF Randall has included some of my Ontario, Canada quantitative and graphical electricity analysis in his Substack!
@Mining_Atoms
B.F. Randall ⚛ ⛏ ⚡
1 year
Latest Substack article: Huge respect for the work of @E_R_Sepulveda
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
24. In its PA Report comms TAF notes that it “learned” from its “usual allies” & Argyle study, that a “modern” grid is not “just about” reducing GHGs but also about creating an approach to reduce “reliance on large, centralized facilities” Why? Based on what scientific rationale?
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@E_R_Sepulveda
Edgardo Sepulveda
7 months
Congrats Kurt for this organizing effort, and to the NDP riding associations across the country that supported this important policy initiative, making it one of the top 1% most-submitted resolutions. The internal "Resolution Prioritization" process to determine which…
@kurtstoll_CAN
Kurt Stoll
7 months
Update on the Resolution to Support Nuclear power going to the Federal @NDP Convention Oct 13-15: the #275 "Resolution to Support Nuclear Power" was approved by 9 riding associations across the country, making it the 6th most-submitted resolution in the country by @NDP members.
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@E_R_Sepulveda
Edgardo Sepulveda
1 year
🚨Electricity & unions data request🚨 I am interested in compiling an international database of current (and historical) union density rates by type of electricity generation technology. I would make any findings available here. This could be at the utility level…
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@E_R_Sepulveda
Edgardo Sepulveda
6 years
My latest Ontario hydro blog, first @OntarioPCParty edition, where: 1) I assess @GregRickford options on more borrowing to maintain below-cost prices; 2) analyse cancellation of #renewables projects; 756 by Directive & White Pines by legislation. #onpoli
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@E_R_Sepulveda
Edgardo Sepulveda
3 years
With no zero-emission gen, Hungary initially had rel. very high emissions, until large 1980s nuclear roll-out halved emissions, further progress in last 15 years, during which prices have increased. For 2019, non-emit gen.= 56%, emissions = 320 kg/MWh, HH prices = USD$248/MWh
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
"La Conquista de la Energia" wall mural at #Mexico 's UNAM university, by José Chávez Morado, completed 1953... from darkness/fear on the left, progressing rightwards to a new era of light, guided by the atom.
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
Interesting to see the comparions across the Atlantic... Ontario, Canada's 18 🇨🇦CANDU reactors are rate-regulated/contracted at average of CAD$101/MWh (about €68/MWh), which includes operation & maintanance AND additional cost of refurbishment to extend life of 10 units by…
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@E_R_Sepulveda
Edgardo Sepulveda
6 months
Good news from 🇫🇷France & for French nuclear⚡️: 1) proposal to fiscally ring-fence France from the broader European wholesale electricity market is just another example of nations/jurisdictions recognizing the limits/deficiencies of these neoliberal constructs. 2)…
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
Who said Doomberg is all doom and gloom? This is ultimately an optimistic thread on the power (pardon pun) of political advocacy (with a little help from an energy crisis) to influence, and hopefully change, prevailing soft-energy policies in Germany and California.
@DoombergT
Doomberg
2 years
1/ By systematically shutting down baseload-critical nuclear power facilities and replacing them with intermittent renewable energy, Germany has left itself – and by extension, the entire European Union – vulnerable to shortages of reliable sources of electricity.
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
@CER_REC That Report "explores possible energy futures" including "six possible electricity scenarios". There is no "will". These are all POSSIBLE scenarios. Your question should have been "in our Report, under our scenarios, what are the generation sources....."
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
📘Look what just arrived in the mail from @VersoBooks : 📕Adolph Reed Jr's "The South" and 📗 @Matthuber78 's "Climate Change as Class War"...... choices, choices....
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
@pjanik_otm Thx, I had not seen this before, but very pleased to see that the cumulative EEG numbers to 2021 in this report are €304 Billion (constant, 2022), which are consistent with my estimates of €320 billion to 2022 (constant, 2022). Agreed, these are the narrowly-defined EEG costs…
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@E_R_Sepulveda
Edgardo Sepulveda
8 months
1/3. The ⚡️electricity⚡️sector in Canada is highly unionized, with a 70% national average, compared to 29% for all workers. But as this new custom Labour Force Survey data shows, there is significant union variation across provinces. What are some of the possible drivers?
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@E_R_Sepulveda
Edgardo Sepulveda
3 years
Back to EU, Slovakia reduced emissions by 50% in 8 peak years of nuclear rollout of late-1970s; from well above to AVG emissions. Increase nuclear & hydro lowered emissions further to below AVG. Prices increased from 1999 to well above AVG & have stabilized/decreased recently.
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@E_R_Sepulveda
Edgardo Sepulveda
2 years
Great overview of failure of "restructured" electricity markets in USA to deliver on promise of lower prices & increased reliability (& unicorns)... Thx @UtilityDive for publishing this insightful article by former head of IL PUC, a restructured state!
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