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Cake day: March 31st, 2025

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  • The developers claim this thing will use “net zero” water. This is while they want to take water that would normally be topping up the Great Salt Lake and use it to cool the site’s gas power plant.nbs

    gas turbines (like seen already in genai dcs) don’t need water for cooling, ccgt powerplant does, but it’s because there’s steam turbine downstream. dc itself could also use evaporative cooling. ccgt has some components with long lead time that will require more planning, footprint and construction than straight gas turbine powerplant














  • people see strait closed and think of oil because of course there’s a lot of oil going through it, but oil can be routed through pipelines outside gulf so impact on oil is less than that 20% commonly cited

    the bigger impact is on gas, because it can’t be transported that easily and it’s closer to 40% of supply. because gas is so hard to transport you can try to avoid doing that, so it’s turned into fertilizer and diesel and aluminum, whose transport is easier, and isn’t as constrained as LNG transport. byproduct of gas mining is helium and it can’t be mined on its own, and while valuable enough to be flown out of qatar supply stops when gas stops. gulf royals have seen that world tries to get rid of oil, so this energy intensive manufacture was intended as a sort of hedge or insurance, but this too stops without transport

    so, yeah. things that can be expected to directly get more expensive are energy in general and gas in particular, plastics of all kinds, aluminum, nitrogen fertilizer and to some degree phosphorus fertilizer (uses sulfur as input). and everything that depends on them, which is broadly everything. the only winning move is not to play ie use renewables for energy. these chinese officials who backed renewables buildout are probably the most vindicated people in hemisphere

    that said, you can make fertilizer from other fuels, and in other places too, so it’s likely that it will “just” get more expensive, and lower nitrogen use might work about as well because many farmers overapply it. if you are a westerner i guess you might not see it hitting you too hard, but in places like sudan that will be a problem