Maybe because once you add up the costs of all the new transmission then suddenly the VRE doesn't look so cheap any more (and offshore wind was never cheap to begin with)
At the current time (ignoring fringe tech) new Gas and Nuclear Generation are the most expensive generation on grids
These are the two technologies Reform and the Conservatives wish to focus on
They also want to limit grid expansion solving the curtailment/balancing cost issue
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This is good but taxes are not the only problem and maybe not even the biggest problem (affordability checks and KYC/AML are arguably strangling the industry just as much). As ever in Britain the right hyperfocuses on tax when a huge chunk of the problem is invariably regulation
Gambling is not evil, and a Restore Britain Government will reduce taxes on the industry.
Adults should be free to make their own choices about how they spend their own money - a wild thing for a political party to say, I know.
Britain has a successful gambling industry that supports local economies all over the country.
In my constituency alone we have horse racing, a greyhound stadium, plenty of arcades and more.
We should be encouraging responsible operators to thrive, not taxing them into dust.
Problem gambling is an issue and should be properly addressed. But punishing an entire industry, costing thousands of jobs, for the actions of a very small number is not the answer.
Restore Britain will back British gambling.
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Andrew Sabisky retweeted
To nitpick this, once you consider the datacenter additions you cant consider the grid mix from the long term marginal from something like the 2024 cambrium study to be anywhere near remotely accurate. You can't magically teleport vPPA solar and think it can automatically serve the datacenters under a long term marignal grid mix especially when they have questionable basis to where the datacenters physically sit.
Even grid connected it will be mandatory to take the Entergy/Dominon/SoCo/SoftBank approaches of CCGT additions near load in the best case and those CCGTs will run at pretty high capacity factors because they will be funded by bilaterals. The powerflow realities will change what the grid mix is.
The comparison of long term marginal will likely be more recrip vs CCGT as a result
Even grid connected it will be mandatory to take the Entergy/Dominon/SoCo/SoftBank approaches of CCGT additions near load in the best case and those CCGTs will run at pretty high capacity factors because they will be funded by bilaterals. The powerflow realities will change what the grid mix is.
The comparison of long term marginal will likely be more recrip vs CCGT as a result
So what does this look like if we model it? If we use only short-run marginal emissions we get results similar to @RichardMeyerDC, showing that off-grid data centers are not much better than grid marginal emissions in major regions.
But the opposite is true over the long run!
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Healey to announce a 25 percent cut to the state pension before committing seppuku outside the MOD, therefore pre-empting his inevitable dismemberment by the grey hordes
Budget 2026 latest: welfare bill will be cut before next election, John Healey says thetimes.com/uk/politics/ar…
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"I'm really mad that someone noticed my ideological crusade to demolish one of the country's last real comparative advantage sectors"
@AndrewSabisky I’ve just googled who you are and see that you are not a serious person. A soi-disant Tractarian contrarian who fishes for clicks. Explains the posts you write. Conversation closed.
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reminds you of a fella who eats a diet of milk and steak, and then tries to cut the steak out entirely and live solely off the milk. Not sure that's going to work out too well
Clean Power is here to stay.
Because cleaner power is cheaper power.
Solar and wind are 75% cheaper than fossil fuels.
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UK is only real different from France in degree, not in kind. Fundamentally all these states have made too many promises (especially to pensioners), well beyond their capacity to actually keep them
NEW The UK's welfare bill now expected to climb to £431.3bn by 2031/32, says the Office for Budget Responsibility.
In March, the OBR had estimated that the UK’s welfare bill would rise to £406.2bn – the equivalent to 11 per cent of GDP – by 2030-31.
Chancellor John Healey says no Government action on welfare until next year after publication of two reviews.
More now on @GBNEWS.
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"me and my mates at the SMF are now lining up the whole sector for demolition"
(Incidentally, how is a 25 percent increase in MGD "slight"??)
(Incidentally, how is a 25 percent increase in MGD "slight"??)
A slightly increased Machine Games Duty to cover business rates relief for hospitality. A logical decision, on balance. It is good to see policy decisions designed to help high streets and small business.
With the MGD tax decision made, it is time to concentrate on the next stage: a comprehensive look at the case for a new Gambling Act. Work will now begin on this in earnest. We hope that industry lobbyists will finally understand the direction of travel, and start engaging constructively.
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is this finally the end of the great hydrogen grift?? It ensnared so many, including a big old chunk of the Tory party (I think in part thanks to some donations from JCB)
Healey announces shift in focus from clean power to cheap power.
This is mostly rhetorical (Labour view was and still is that clean power is what delivers cheap power).
But welcome moves to remove levies from bills with gas-shippers obligation (to fund hydrogen) gone.
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The evidence base??? It's a runway for a big hub airport operating at capacity....
There is a comprehensive evidence base that expansion of Heathrow would deliver big economic benefits.
I hope James Cleverley changes his mind on this, continued restraint of one of our best assets as a global city is a disaster!
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Tbh I thought the point of advanced maths was solving useful problems but apparently I was just spectacularly wrong and there was this giant group of guys all stealing a living this whole time, doing something more akin to art criticism with numbers
Here’s one example of how gutting OpenAI’s release of hundreds of solved math problems was for mathematicians. A powerful piece from Cornell math professor @stevenstrogatz theatlantic.com/ideas/2026/10/…
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Andrew Sabisky retweeted
NESO seem to be making the same mistake the banks made before 2008.
They have solid models of gas supply, interconnector flows, frequency control, winter demand and weather variability. But each one treats the other factors as independent of the one it’s modelling.
When things break, they aren’t independent. A cold, still high-pressure system over northwest Europe ramps up gas demand for heating and power, cuts the imports we rely on (because Europe has the same weather), drains storage over several days, and raises the risk of plant failures, all at once.
Before 2008, banks assumed mortgage defaults were independent and packaged them accordingly. But rising rates and falling house prices hit everyone together. The correlations had been measured in benign years, when defaults really were close to independent, and assumed to hold in a crisis. They didn’t.
NESO’s correlations are similarly drawn from ordinary days. To their credit, their own methodology acknowledges that LOLE can’t show whether risk is concentrated in a few severe weather years, or how deep and long shortfalls might be.
The fix is a coupled Winter Stress Test: run one severe, plausible scenario through all the models together, as the Bank of England now does for the banking system. Energy policy should be set against a correlated assessment of winter reliability, not a collection of independent ones.
They have solid models of gas supply, interconnector flows, frequency control, winter demand and weather variability. But each one treats the other factors as independent of the one it’s modelling.
When things break, they aren’t independent. A cold, still high-pressure system over northwest Europe ramps up gas demand for heating and power, cuts the imports we rely on (because Europe has the same weather), drains storage over several days, and raises the risk of plant failures, all at once.
Before 2008, banks assumed mortgage defaults were independent and packaged them accordingly. But rising rates and falling house prices hit everyone together. The correlations had been measured in benign years, when defaults really were close to independent, and assumed to hold in a crisis. They didn’t.
NESO’s correlations are similarly drawn from ordinary days. To their credit, their own methodology acknowledges that LOLE can’t show whether risk is concentrated in a few severe weather years, or how deep and long shortfalls might be.
The fix is a coupled Winter Stress Test: run one severe, plausible scenario through all the models together, as the Bank of England now does for the banking system. Energy policy should be set against a correlated assessment of winter reliability, not a collection of independent ones.
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one thing I had never really clocked about this photo: none of the execs are wearing ties, and nor is Xi. The zippered windbreaker is apparently known as the "Xi jacket"
BREAKING: DeepSeek just raised $15 BILLION to aggressively build data centers and open-source models
>walks into investor meetings in hangzhou
>"we need $7 billion"
>investors start sweating >"actually make it $11 billion"
>Tencent nods immediately
>"you know what, $15 billion"
>CATL, a , throws in a bag
>everyone just kept nodding
One of the largest funding rounds in Chinese history btw.
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on the topic of Xi's dress code, the "Mao suit" (or Zhongshan suit) has become a sort of quasi-liturgical formal wear reserved for special occasions like military parades (this at an event celebrated to mark the 100th anniversary of the CCP).
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the Mao suit also seems to get used for some foreign diplomatic trips; it was worn at the recent state dinner at the White House, and also for this 2014 dinner with the Dutch royals
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RT @b_judah: I spent quite a lot of time in government trying to think through how to revive the Commonwealth but all of this thinking was…
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RT @b_judah: It is time to admit that the Commonwealth does not only not serve its purpose, but works against its premise of post-imperial…
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Andrew Sabisky retweeted
@Smyth_Chris, who is doing some great reporting, has interviewed the newish joint chief execs of the Office for Students, Ruth Hannant and Polly Payne.
Quick thread on degree franchises, the Teaching Excellence Framework, and incoherent higher education policy.
Quick thread on degree franchises, the Teaching Excellence Framework, and incoherent higher education policy.
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