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Energy

Tech giants’ self-made AI energy crisis

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9 minute read

For years tech giants have been helping climate catastrophists shut down reliable fossil fuel electricity. Now the grid they’ve helped gut cannot possibly supply their growing AI needs.

For years tech giants have been helping climate catastrophists shut down reliable fossil fuel electricity, falsely claiming they can be replaced by solar/wind.

Now the grid they’ve helped gut can’t supply their growing AI needs.¹

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  • For the last decade, tech giants such as Apple, Microsoft, Meta, and Google have, through dedicated anti-fossil-fuel propaganda and political efforts, promoted the shutdown of reliable fossil fuel power plants in favor of unreliable solar and wind.
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  • Tech giants have propagandized against reliable fossil fuel power plants by falsely claiming to be “100% renewable” and implying everyone could do it. In fact, they have just paid utilities to credit them for others’ solar and wind use and blame others for their coal and gas use.²
  • In addition to their “100% renewable” propaganda, tech giants directly endorsed people and policies who shut down reliable fossil fuel power plants.E.g., The RE100 coalition, including Google, Apple, Meta, and Microsoft, advocates for policies to “accelerate change towards zero carbon grids at scale by 2040.”³
  • Companies’ propaganda that solar/wind could rapidly replace fossil fuels has proven false. 

    Statewide blackouts in California (2020) and Texas (2021) were caused by the failure of solar/wind—which can go near zero at any time—to make up for lack of reliable fossil fuel capacity.

  • Thanks in significant part to tech giants’ advocacy, we have now shut down enough reliable power plants to be in a nationwide electricity crisis. 

    For example, most of North America is at elevated/high risk of electricity shortfalls between 2024-2028.⁴

  • The anti-fossil-fuel, pro-unreliable solar and wind political climate that tech giants have fostered is getting much worse, as the Administration has pledged to further reduce reliable electricity supply via power plant shutdowns and add artificial demand through EV mandates.

    Biden’s EV mandate: a dictatorial attack on the American driver and the US grid

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    APR 22
    Biden's EV mandate: a dictatorial attack on the American driver and the US grid
     

    Biden’s de facto mandate of over 50% EVs by 2032 is a dictatorial attack on the American driver and the US grid that will 1. Force Americans to drive inferior cars. 2. Place massive new demand for reliable electricity on a grid that is declining in reliable electricity supply.

     

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  • While for years tech giants didn’t seem to have any concern about the electricity supply disaster their propaganda and policies were bringing about, they are now very interested because of the accelerating power requirements of computing, above all the hyper-competitive AI space.
  • To function at its potential, AI requires massive amounts of power. E.g., state-of-the-art data centers can require as much electricity as a large nuclear reactor.⁵
  • Electricity demand from US data centers already doubled between 2014 and 2023. Now with the fast growth of energy-hungry AI, demand from data centers could triple from 2.5% to 7.5% of our electricity use by 2030, according to Boston Consulting Group.⁶
  • In large part due to AI, nationwide electricity demand is projected to skyrocket. Official 10-year projections for the US have summer and winter peak demand rising by over 79 gigawatt and over 90 gigawatt. 90 gigawatt is equivalent to adding the entire power generating capacity of California (!)⁷
  • Given the woeful underpowered grid that AI giants have helped bring about, dramatically rising demand from AI will not only contribute to massive electricity shortages, but it will also destroy a lot of potential for AI to occur in the United States.
  • Limited and expensive electricity will force data centers to operate with higher cost or lower capacity within the US—or take a performance hit in the form of increased latency (which can drastically reduce the value of the product) by moving offshore.
  • Not only is offshoring data centers destructive from an economic standpoint, it also poses a substantial security risk. E.g., Building a data center in China—which we already depend on dangerously for critical minerals—gives the CCP physical power over more parts of our economy.
  • Economically, data centers are a gold mine of opportunities.Globally, data centers employed 2M people full-time in 2019, many in high-skill/high-pay jobs—and this number is forecast to increase nearly 300K by 2025.

    Our gutted grid will cost many Americans these opportunities.⁸

  • In the face of woefully inadequate electricity supply for their AI goals, tech giant CEOs are finally speaking up about the lack of power. 

    E.g., Meta CEO Mark Zuckerberg said in an interview that energy will be the #1 bottleneck to AI progress.

  • It is not enough for tech giants to warn us about the lack of reliable power. They need to take responsibility for their anti-fossil-fuel advocacy that helped caused it. And they need to support energy freedom policies that allow all fuels to compete to provide reliable power. 

    End preferences for unreliable electricity

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    DECEMBER 14, 2022
    End preferences for unreliable electricity
     

    Today’s grids are being ruined by systemic preferences for unreliable electricity: 1) no price penalty for being unreliable 2) huge subsidies for unreliables 3) mandates for unreliables Congress should end these now. The Opportunity America, given its combination of abundant domestic energy resources, technological ingenuity, and free-market competition, has …

     

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  • An example of a tech giant influencer not taking any responsibility for causing the electricity crisis is BlackRock CEO Larry Fink, who pushed companies and governments to adopt “net-zero” policies using mostly solar/wind, but now admits they can’t power AI data centers!
  • A better attitude toward electricity was expressed by OpenAI CEO Sam Altman: “There will always be people who wait and sit around and say ‘we shouldn’t do AI because we may burn a little more carbon’… the anti-progress streak” and this “is something that we can all fight against.”⁹
  • America faces a choice. We can either continue our current trajectory, descend into a Third World grid, and become totally inhospitable for AI, or we can adopt energy freedom policies and become a world leader in both AI and electricity.
  • Share this article with tech giant CEOs and tell them to publicly apologize for damaging our grid and to commit to energy freedom policies.Google: @sundarpichai ([email protected])
    Apple: @tim_cook ([email protected])
    Meta: @finkd ([email protected])
    Microsoft: @satyanadella ([email protected])

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Michelle Hung contributed to this piece.

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“Energy Talking Points by Alex Epstein” is my free Substack newsletter designed to give as many people as possible access to concise, powerful, well-referenced talking points on the latest energy, environmental, and climate issues from a pro-human, pro-energy perspective.

2025 Federal Election

Poilievre Will Bring in ‘One and Done’ Resource Approvals, and Ten Specific Projects Including LNG Canada Phase II

Published on

From Energy Now 

Conservative Leader Pierre Poilievre announced that he will create a new ‘One and Done’ rule for resource projects: a one-stop shop, with one simple application and one environmental review. Poilievre also announced that he will rapidly approve 10 projects that have been stuck for years in the slow federal approval process. That will include Phase II of LNG Canada, a massive natural gas liquefaction project in Northern British Columbia. Many other projects will also be encouraged, all with an aim to bolster Canada’s economic independence against the Americans.

ONE-AND-DONE RULE will:

  1. Create a ‘One Stop Shop’ – A single office called the Rapid Resource Project Office will handle all regulatory approvals across all levels of government, so businesses don’t waste years navigating bureaucratic chaos and coordinating between multiple departments with different processes. We will cooperate with provincial governments to get all approvals into this single office.
  2. One application. End duplication – There will be one application and one environmental review per project, ensuring efficiency without sacrificing environmental standards. Instead of multiple overlapping studies that stall projects, governments will work together to deliver a single, effective review.
  3. One-year maximum wait times for approvals with a target of six months. There will be a target goal of decisions on applications in six months, with an upper time limit of one year, giving businesses certainty, cutting delays, and getting shovels in the ground faster.

“After the Lost Liberal decade, Canada is poorer, weaker, and more dependent on the United States than ever before, especially as a market for our natural resources,” said Poilievre. “My ‘One-and-Done’ rule will quickly and safely unleash Canada’s natural resources by rapidly approving the projects Canadians need more of now: mines, roads, LNG terminals, hydro projects, and nuclear power stations, so we can stand on our own two feet and stand up to the Americans.”

 

When completed, LNG Canada Phase II will double LNG output from 14 million to 28 million tonnes annually, creating hundreds of jobs in construction, operations and maintenance, and generating new revenues to fund the social programs that Canadians depend on. A new Conservative Government will also repeal C-69, the No Pipelines–No Development Law, and lift the cap on Canadian energy that would prevent LNG Canada Phase II from ever proceeding. Mark Carney has confirmed he will keep both C-69 and the cap in place.

Conservatives will also establish the Canadian Indigenous Opportunities Corporation (CIOC), to offer loan guarantees for local Indigenous-led resource projects.

A new Conservative government will also rapidly review nine other projects to find the hold-ups and accelerate federal decisions to get industry moving, workers working, and dollars flowing back to Canada. The full list of projects is at the end of this release.

Mark Carney and Steven Guilbeault’s “keep-it-in-the-ground” ideology–which maintains Bill C-69, the energy production cap, and the industrial carbon tax–will continue to stifle development in Canada, leading to job losses and increased reliance on foreign imports. Carney has said that “more than 80 per cent of current fossil fuel reserves … would need to stay in the ground.”

“The choice is clear: a fourth Liberal term that will keep our resources in the ground and keep us weak and vulnerable to Trump’s threats, or a strong new Conservative government that will approve projects, unleash our economy, bring jobs and dollars home, and put Canada First—For a Change.”

Some of the priority projects a Poilievre government will work with proponents and First Nations to approve:

  1. LNG Canada Phase II Expansion Project (BC): Aims to double LNG output but faces power supply challenges and output limitations related to the emissions cap.
  2. Suncor Base Mine Extension (Alberta): Expansion of an existing mine anticipated to produce 225,000 barrels per day of bitumen froth. Under assessment with the IAAC since 2020.
  3. Rook 1 Uranium Mine (Saskatchewan): A development-stage uranium project expected to be a major source of low-cost uranium. Approval process started in 2019 with the Canadian Nuclear Safety Commission.
  4. Springpole Lake Gold (Ontario): A proposed gold and silver mine with an on-site metal mill. Under assessment with the IAAC since 2018.
  5. Upper Beaver Gold Mine (Ontario): A proposed underground and gold and copper mine. Under assessment with the IAAC since 2021.
  6. Northern Road Link (Ontario): A proposed all-season, multi-use road in northern Ontario. Under assessment with the IAAC since 2023.
  7. Crawford Nickel Project (Ontario): A proposed nickel-cobalt mine with an on-site metal mill. Under assessment with the IAAC since 2022.
  8. Troilus Gold and Copper Mine (Quebec): A proposed gold and copper mine. Under assessment with the IAAC since 2022.
  9. Sorel-Tracy Port Terminal (Quebec): A proposed new port terminal in the industrial-port area of Sorel-Tracy. Under assessment with the IAAC since 2022.
  10. Cape Ray Gold and Silver Mine (Newfoundland): A proposed gold and silver mine with a milling complex. Under assessment with the IAAC since 2017.
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Energy

Energy group urges Trump administration to restock oil reserves

Published on

From The Center Square

By 

An energy worker advocacy group is calling on the Trump administration to refill the Strategic Petroleum Reserve now that oil prices have fallen to four-year lows.

Former President Joe Biden drained the reserve of more than 40% of its capacity when gas prices reached record highs, averaging more than $5 a gallon across the U.S. in June 2022.

With the price of a barrel of crude oil at about $61, Power The Future says it’s the right time to restock the reserve.

“This drop in oil prices is not only potential good news for Americans at the pump, it also provides a window to strengthen our national energy security,” Daniel Turner, founder and executive director of Power The Future, said Monday.

The Strategic Petroleum Reserve was created in 1975 after member countries of the Organization of Arab Petroleum Exporting Countries placed an embargo on oil production and distribution, leading to oil shortages and higher costs. The stock pile of oil in the reserve is meant to protect the U.S. from similar supply disruptions.

“Joe Biden left America weaker by not refilling the SPR, but today’s prices provide an opportunity to fix yet another one of his failure,” Turner said. “The SPR can now be refilled while giving taxpayers a break and it can be purchased tariff-free because we’ll use all American-made energy.”

​Dan McCaleb is the executive editor of The Center Square. He welcomes your comments. Contact Dan at [email protected].

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