[2/2]:
World Bank is funding it.
U.S. is fast-tracking it.
Tech giants are signing 20-year deals for it.
SMRs are raising billions.

Public fear has cooled just as the grid is struggling to keep up.

The revival is real. But it won’t be fast.

[3/3]: Sustainable Aviation Fuels (SAF) works in today’s planes, requiring no redesigns. But to scale, we need cheap, abundant production. The winners? Energy-rich regions and companies mastering low-cost SAF.

[2/3]: Batteries & Hydrogen Face Major Hurdles.
Batteries are too heavy—energy density is 50x lower than jet fuel. Hydrogen is tricky—bulky tanks, safety concerns, and major aircraft redesigns. Neither allow long-haul flights.

[3/3]: In the absence of price parity, uncertainty around govt support creates hesitancy. Buyers likely to postpone EV purchases, waiting for clearer signals or the next buying cycle before switching from gasoline vehicles.
data sources:
www.eia.gov/todayinenerg...
www.iea.org/reports/glob...

[2/3]: The price premium has kept EVs firmly within the luxury category. In the U.S., 70% of all BEVs sold are classified as luxury vehicles, and in 2023, 55% to 95% of EVs—including PHEVs and HEVs—were large models, largely unaffordable for the average consumer.

[3/3]: The added cost could, in fact, be seen as an investment in uninterrupted growth, ensuring that energy constraints do not hinder expansion.
#energysky #AI

[2/3]: Higher costs may be justifiable if they mitigate vulnerabilities and guarantee reliable energy. For many tech companies today, this assured availability is the driving factor in looking beyond traditional sources to nuclear. #energysky

[3/3]: Low prices will especially impact new entrants supported by Western countries and high-cost producers—who are more likely to be in the West due to stricter sustainability standards and the challenges of entering an established market late.

[2/3]: Efforts to diversify mining sources face mounting challenges, not only due to low mineral prices today, but also because of high interest rates, which complicate financing further.

[3/3]: According to an estimate by consultancy group ICF, electricity demand could grow by 20% over the next decade. Nuclear power has not encountered such favorable conditions for its business case in nearly half a century.
For data sources and links, visit: www.energynoats.com/p/next-golde...

[2/3]:
However, by the 1970s, the growth in electricity demand had already begun to slow. Between 1980 and 2020, electricity demand growth largely stagnated.

The next 25 years, however, are poised for a resurgence, with electricity demand projected to rise sharply.