Medical isotope power struggle deepens

By Toronto Star


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The nuclear reactor that produces vital medical isotopes for Canada and the world was shut down for 27 days in late November largely because a legacy of mistrust and power struggles between the operator and the regulator turned a few communication gaffes into a political powder keg.

In effect, the Canadian Nuclear Safety Commission, the regulator, suspected that Atomic Energy of Canada Ltd., the operator, had tried to pull a fast one. In turn, AECL thought the CNSC hadn't been listening to it. Yet, when the National Research Universal reactor at Chalk River was turned off in November and December over ostensible safety concerns, it was in fact statistically less vulnerable to a serious nuclear accident than at any point in its 50-year history – thanks to $32 million of safety improvements made since 1993.

When it was restarted in mid-December, it was safer still. And a final safety upgrade put in place earlier this month has further reduced the probable risk of a nuclear accident that could affect the public.

The reactor's updated design now yields a 1 in 500,000 risk of a serious accident, which experts say is the best that can be achieved without tearing down and rebuilding it.

Not that new research reactors necessarily perform more safely than old ones. Australia's $320 million OPAL, opened proudly last May, has been shut down since July because of problems with the nuclear fuel bundles.

Bill Garland, a professor of nuclear engineering at McMaster University, posed the obvious question.

"Why did this suddenly flare up as an issue?" he asked in an email. "Individual personalities aside, there should be enough checks and balances built into the CNSC and AECL to approximate rational behaviour – well at least it should prevent sudden irrational behaviour. Maybe a tipping point was reached."

Relations between the safety commission and Atomic Energy of Canada have been stressed in recent years:

In August 2000, safety commission official Barclay Howden said in a public meeting that losses of senior Atomic Energy staff meant the reactor no longer had "the depth to fix the problems or prevent them." Howden heads the CNSC directorate that directly oversees operations at Chalk River.

In May 2001, a safety commission report complained that Atomic Energy of Canada had deliberately concealed test failures of a vital emergency shutdown system at the trouble-plagued new reactors intended to take over isotope production from NRU. Observers said the incident was the most serious breakdown in federal nuclear safety regulation since the 1950s.

In June 2005, a report from Howden's unit fired a verbal broadside at Atomic Energy. The reactor was being run by people prone to "overconfidence," "complacency" and "deficiencies in management oversight and safety culture." Repeated problems at the reactor "erode confidence in the licensee's qualification to safely manage the work," the report concluded in some of the strongest language ever used by the safety commission.

While acknowledging many of the facts in the commission reports, top Atomic Energy officials like Brian McGee, the company's chief nuclear officer, vigorously defended the competence of NRU staff and insisted the reactor had always operated safely.

Although both deal in nuclear matters, AECL and the CNSC are different beasts. Atomic Energy is a federal Crown corporation, which designs and sells nuclear power reactors in the competitive market and also operates extensive research facilities at the sprawling Chalk River site.

The nuclear safety commission is an arm's-length independent regulatory agency, similar to the federal bodies that oversee air safety or telecommunications. Its chief responsibilities are nuclear power reactors, uranium mines, commercial uses of radioisotopes and research reactors, mostly at universities.

Both AECL and CNSC have large numbers of engineers on the payroll who sometimes switch employment between the two places. The volumes of written exchanges between the two also provide several instances of AECL dismissing CNSC concerns as unfounded, sometimes coming close to implying that the regulators didn't fully understand what they were talking about.

Little wonder the air bristled with electricity whenever officials from the safety commission and Atomic Energy of Canada sat at adjacent tables in front of the CNSC tribunal, the government-appointed body that has the final say on licensing nuclear facilities. Only two of the current seven tribunal members work full-time, fired president Linda Keen and her replacement, career public servant Michael Binder. The five other part-time members include two university professors, an engineer, a former N.B. cabinet minister and a physician.

That electric atmosphere ignited Dec. 6 when CNSC officials explained that the reactor had operated for the past two years without two vital cooling pumps being connected to a third power supply – one specifically intended to keep delivering electricity in the event of an earthquake.

Without those pumps connected, safety commission officials considered Atomic Energy was in violation of the reactor's operating licence.

AECL considered connecting the pumps a safety "enhancement" to be added over the next few years, not something that had to be done by the end of 2005 as a licence condition.

Here lies the crux of the misunderstanding between the two bodies. Each one thought the other had agreed with its interpretation of the licensing requirements as presented in numerous letters, reports, studies and face-to-face meetings. In fact, they held diametrically opposed views that ultimately led to the very public showdown.

At the Dec. 6 meeting, a visibly upset Keen tongue-lashed Atomic Energy of Canada for suggesting that connecting the pumps was optional and not a licence requirement.

"This is absolutely revisionist," Keen admonished McGee, AECL's senior vice-president.

The two cooling pumps triggered such a hubbub because they are the foot soldiers in the reactor's last line of defence against "catastrophic" fuel failure. Despite movie depictions of the China Syndrome, such a failure means simply that the uranium fuel bundle splits open, probably from overheating. Scores of other things would have to go wrong before even the slightest risk of a core meltdown.

Here's how the cooling pumps work: The reactor has eight pumps that force heavy water into a "header" in the vessel bottom that channels the cool water up through scores of rods holding the radioactive fuel and isotopes. The water carries away heat generated by the nuclear fission, heat that would be dangerous if it built up. That hot water is then cooled in heat exchangers and recirculates. All eight pumps run on AC power from the Ontario grid.

As a first line of defence, four of those eight pumps are also equipped with DC motors so they can continue forcing through cooling water even if the grid fails. That DC electricity comes from a backup power system consisting of racks of heavy-duty batteries that are automatically recharged by diesel generators.

But the reactor's original DC power backup wasn't built to withstand fires, floods or earthquakes. That's why a new "qualified" emergency power supply was included in seven planned safety upgrades.

Two of the four heavy-water pumps that can run on both AC and DC, numbers 104 and 105, are even more important, constituting a final line of defence.

They are the only pumps with pipe connections to allow them to draw water from the bottom of the reactor, as well as from the top, which is where the other six pumps draw from. If the water level inside the reactor vessel drops because something goes wrong, only pumps 104 and 105 can keep working and avert overheating that might cause a potential fuel failure.

Those two pumps are also critical to another safety upgrade called the New Emergency Core Cooling, which kicks in if all of the heavy water drains from NRU in what is known as a "loss of coolant accident." The safety commission says only 104 and 105 are hooked up to recirculate any spilled heavy water that is caught in a sump underneath the reactor vessel and also to handle ordinary water that could be injected into the cooling circuit in an emergency.

Considering their importance, it is not surprising AECL agreed as far back as 1993 that pumps 104 and 105 had to be connected to the Emergency Power System once the EPS was ready. Three years later, AECL and the safety commission both agreed that connection should be made through earthquake-resistant motor starters.

The reliability of the pump connection depends on having such motor starters in the electrical circuit.

If the motor in a reactor cooling pump has slowed or stopped because of a power interruption, the motor starter gets it going again.

It is this final link that had not been hooked up in November for the simple reason that AECL had not purchased the motor starters, which cost about $500,000 each and fill a metal cabinet roughly the size of two school lockers.

"It's all seismically qualified because, as you know, the weakest link in the chain is the thing that is going to do you," says the safety commission's Howden.

"Do you" in the case of a nuclear reactor means an accident causing harm to a member of the public who is outside the nuclear facility. For modern reactors, the emerging international standard is a design that ensures the probability of such an accident in any one year is less than one in a million.

This is often – and not as accurately – said to be the risk of one such serious accident in a million years.

But the reactor was designed in a different era with different risk expectations. By 1990, with various upgrades, the accident risk at the reactor was likely in the range of one in 10,000.

That wasn't going to be good enough for the 21st century.

Safety upgrades became necessary in the late 1990s when AECL realized it wouldn't be able to close down the reactor as planned in 2000. The reactor had to be patched up and kept running because the company could not meet the launch date for two replacement isotope-producing reactors called MAPLE. They are still not operating today.

In addition, the federal government had turned a deaf ear to AECL requests for a $600 million replacement nuclear facility to test fuel for Candu reactors to allow researchers to probe the innermost structure of materials – two other roles of the multi-tasking NRU.

So the safety upgrades went ahead. They included projects such as flood protection for pumps, a second independent system to automatically shut down the reactor, the emergency core cooling set-up, barriers to confine liquid spills, a "qualified" emergency water supply and the "qualified" new Emergency Power Supply (EPS).

Together, they were supposed to move NRU to a risk range of about one in 500,000, still below the expectations for new reactors but considered good for such an old facility.

Documents that passed between CNSC and AECL are contradictory and even ambiguous about whether connecting the EPS to the reactor's two most critical cooling pumps was an integral part of the safety upgrades. The top legal firm Heenan Blaikie weighed in on AECL's behalf and the whole licensing controversy could still wind up in the courts.

AECL's interpretation was that the pump connection was a nice-to-have, not a need-to-have. This opinion should be seen against the safety commission's attitude toward this particular safety improvement. After both sides had agreed on the necessity of upgraded power backups for pumps 104 and 105 the CNSC nonetheless allowed AECL almost 10 years to make the changes.

As well, there is no indication the documents that CNSC staff based at Chalk River carried out eyeball inspections at the reactor after December 2005 to verify that those two allegedly crucial pumps had been properly connected.

Not until last November did the commission's on-site officials learn the work had not been done – by spotting a chance reference in an operating manual.

What had begun as probably innocent miscommunication rapidly escalated into an institutional and personal standoff. Parliament finally intervened with a law that bypassed the safety commission and authorized AECL to restart the reactor with only one of the two crucial pumps in full safety operating mode.

On Dec. 14, AECL engineers hooked up pump 105 to the Emergency Power System through the earthquake-resistant motor starter, which had been purchased, installed and tested in fewer than three weeks. On Dec. 16, the reactor restarted with only one cooling pump that had a high chance of continuing to operate after a magnitude-6 earthquake, estimated to shake the Ottawa Valley once in 1,000 years.

Was that a safe thing to do?

"Everyone likes the word safety because it's a word people are more comfortable with, whereas what we are looking at is, with that current (NRU) configuration, what was the risk being posed?" says the CNSC's Howden.

Questions about risk, or safety, cannot be answered definitively because the three key reports on the safety of the reactor are being withheld from public view, with both organizations citing federal security prohibitions. These are the Safety Analysis Report, now in its third version; the Probabilistic Safety Assessment, also done previously; and the recently completed Severe Accident Assessment, carried out for the first time.

Without access to these reports, the public can never independently check the risk statistics cited by either AECL or the safety commission, such as Keen's controversial contention that NRU faced a 1 in 1,000 risk of a nuclear fuel failure at the time it was shut down.

Yet Canadians have seen the very public fallout from the dispute, which this week claimed its second high-profile victim.

Brian McGee, AECL's point man on the NRU, announced he was leaving the company at the end of May. McGee had said that both he and the company had performed poorly in the safety pump matter.

Meanwhile, the country's besieged nuclear regulator and the operator of the world's oldest nuclear research reactor appear to be mending fences in the aftermath of the reactor crisis.

Rather than continue with planned separate post-mortems, they've agreed to bring in outside experts and co-operate on a single what-went-wrong report to be made public in the spring.

As well, on April 11 the 120-day hands-off period imposed under Parliament's emergency legislation expires. That means commission inspectors formally regain legal authority to verify the quality of AECL's work on both cooling pump hook-ups, including pump 104, which was finally connected during a maintenance shut-down that ended Feb. 1.

But a regularly scheduled CNSC meeting Thursday heard that AECL has invited the inspectors to carry out those checks right away, rather than wait.

Said the CNSC's new president Michael Binder: "It would be really nice if we could start a new chapter on April 11."

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New fuel cell concept brings biological design to better electricity generation

Quinone-mediated fuel cell uses a bio-inspired organic shuttle to carry electrons and protons to a nearby cobalt catalyst, improving hydrogen conversion, cutting platinum dependence, and raising efficiency while lowering costs for clean electricity.

 

Key Points

An affordable, bio-inspired fuel cell using an organic quinone shuttle and cobalt catalyst to move electrons efficiently

✅ Organic quinone shuttles electrons to a separate cobalt catalyst

✅ Reduces platinum use, lowering cost of hydrogen power

✅ Bio-inspired design aims to boost efficiency and durability

 

Fuel cells have long been viewed as a promising power source. But most fuel cells are too expensive, inefficient, or both. In a new approach, inspired by biology, a team has designed a fuel cell using cheaper materials and an organic compound that shuttles electrons and protons.

Fuel cells have long been viewed as a promising power source. These devices, invented in the 1830s, generate electricity directly from chemicals, such as hydrogen and oxygen, and produce only water vapor as emissions. But most fuel cells are too expensive, inefficient, or both.

In a new approach, inspired by biology and published today (Oct. 3, 2018) in the journal Joule, a University of Wisconsin-Madison team has designed a fuel cell using cheaper materials and an organic compound that shuttles electrons and protons.

In a traditional fuel cell, the electrons and protons from hydrogen are transported from one electrode to another, where they combine with oxygen to produce water. This process converts chemical energy into electricity. To generate a meaningful amount of charge in a short enough amount of time, a catalyst is needed to accelerate the reactions.

Right now, the best catalyst on the market is platinum -- but it comes with a high price tag, and while advances like low-cost heat-to-electric materials show promise, they address different conversion pathways. This makes fuel cells expensive and is one reason why there are only a few thousand vehicles running on hydrogen fuel currently on U.S. roads.

Shannon Stahl, the UW-Madison professor of chemistry who led the study in collaboration with Thatcher Root, a professor of chemical and biological engineering, says less expensive metals can be used as catalysts in current fuel cells, but only if used in large quantities. "The problem is, when you attach too much of a catalyst to an electrode, the material becomes less effective," he says, "leading to a loss of energy efficiency."

The team's solution was to pack a lower-cost metal, cobalt, into a reactor nearby, where the larger quantity of material doesn't interfere with its performance. The team then devised a strategy to shuttle electrons and protons back and forth from this reactor to the fuel cell.

The right vehicle for this transport proved to be an organic compound, called a quinone, that can carry two electrons and protons at a time. In the team's design, a quinone picks up these particles at the fuel cell electrode, transports them to the nearby reactor filled with an inexpensive cobalt catalyst, and then returns to the fuel cell to pick up more "passengers."

Many quinones degrade into a tar-like substance after only a few round trips. Stahl's lab, however, designed an ultra-stable quinone derivative. By modifying its structure, the team drastically slowed down the deterioration of the quinone. In fact, the compounds they assembled last up to 5,000 hours -- a more than 100-fold increase in lifetime compared to previous quinone structures.

"While it isn't the final solution, our concept introduces a new approach to address the problems in this field," says Stahl. He notes that the energy output of his new design produces about 20 percent of what is possible in hydrogen fuel cells currently on the market. On the other hand, the system is about 100 times more effective than biofuel cells that use related organic shuttles.

The next step for Stahl and his team is to bump up the performance of the quinone mediators, allowing them to shuttle electrons more effectively and produce more power. This advance would allow their design to match the performance of conventional fuel cells, but with a lower price tag.

"The ultimate goal for this project is to give industry carbon-free options for creating electricity, including thermoelectric materials that harvest waste heat," says Colin Anson, a postdoctoral researcher in the Stahl lab and publication co-author. "The objective is to find out what industry needs and create a fuel cell that fills that hole."

This step in the development of a cheaper alternative could eventually be a boon for companies like Amazon and Home Depot that already use hydrogen fuel cells to drive forklifts in their warehouses.

"In spite of major obstacles, the hydrogen economy, with efforts such as storing electricity in pipelines in Europe, seems to be growing," adds Stahl, "one step at a time."

Financial support for this project was provided by the Center for Molecular Electrocatalysis, an Energy Frontier Research Center funded by the U.S. Department of Energy, Office of Science, Office of Basic Energy Sciences, and by the Wisconsin Alumni Research Foundation (WARF) through the WARF Accelerator Program.

 

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New Mexico Could Reap $30 Billion Driving on Electricity

New Mexico EV Benefits highlight cheaper fuel, lower maintenance, cleaner air, and smarter charging, cutting utility bills, reducing NOx and carbon emissions, and leveraging incentives and renewable energy to accelerate EV adoption statewide.

 

Key Points

New Mexico EV Benefits are the cost, grid, and emissions gains from EV adoption and optimized off-peak charging.

✅ Electricity near $1.11 per gallon equivalent cuts fueling costs

✅ Fewer moving parts mean less maintenance and lifecycle costs

✅ Off-peak charging reduces utility bills and grid emissions

 

What would happen if New Mexicans ditched gasoline and started to drive on cleaner, cheaper electricity? A new report from MJ Bradley & Associates, commissioned by NRDC and Southwest Energy Efficiency Project, answers that question, demonstrating that New Mexico could realize $30 billion in avoided expenditures on gasoline and maintenance, reduced utility bills, and environmental benefits by 2050. The state is currently considering legislation to jump-start that transition by providing consumers incentives to support electric vehicle (EV) purchases and the installation of charging stations, drawing on examples like Nevada's clean-vehicle push to accelerate deployment, a policy that would require a few million dollars in lost tax revenue. The report shows an investment of this kind could yield tens of billions of dollars in net benefits.


$20 Billion in Driver Savings

EVs save families money because driving on electricity in New Mexico is the cost-equivalent of driving on $1.11 per gallon gasoline. Furthermore, EVs have fewer moving parts and less required maintenance—no oil changes, no transmissions, no mufflers, no timing belts, etc. That means that tackling the nation’s largest source of carbon pollution, transportation, could save New Mexicans over $20 billion by 2050 because EVs are cheaper to charge and maintain than gas powered cars, and an EV boom benefits all customers through lower rates.

Those are savings New Mexico can bank on because the price of electricity is significantly cheaper than the price of gasoline and also inherently more stable. Electricity is made from a diverse supply of domestic and increasingly clean resources, and 2021 electricity lessons continue to inform grid planning today. Unlike the volatile world oil market, New Mexico’s electric sector is regulated by the state’s utility commission. Adjusted for inflation, the price of electricity has been steady around the dollar-a-gallon equivalent mark in New Mexico for the last 20 years, while gas prices jump up or down radically and unpredictably.

$4.8 Billion in Reduced Electric Bills

While some warn that electric cars will challenge state power grids, New Mexico can charge millions of EVs without the need to make significant investments in the electric grid. This is because EVs can be charged when the grid is underutilized and renewable energy is abundant, like when people are sleeping overnight when wind energy generation often peaks. And the billions of dollars in new utility revenue from EV charging in excess of associated costs will be automatically returned to utility customers per an accounting mechanism that is already in state law that requires downward adjustment of rates when sales increase. Accordingly, widespread EV adoption could reduce every utility customer’s electric bill.

Thankfully, New Mexico’s electric industry is already acting to ensure utility customers in the state realize those benefits sooner rather than later. The state’s rural electric cooperatives have proposed an ambitious plan to leverage funds available as a result of the Volkswagen diesel scandal to build a state-wide public fast charging network that mirrors progress as Arizona goes EV across the Southwest. Additionally, New Mexico’s investor-owned utilities will soon propose transportation electrification investments as required by legislation NRDC supported last year that Governor Lujan Grisham signed into law.

$4.8 Billion in Societal Benefits from Reduced Pollution

The report estimates that widespread EV adoption would dramatically reduce emissions of greenhouse gases from passenger vehicles in New Mexico, and also cut emissions of NOx, a local pollutant that threatens the health off all New Mexicans, especially children and people with respiratory conditions. The report finds growing the state’s EV market to meet New Mexico’s long-term environmental goals would yield $4.8 billion in societal benefits.

The Bottom Line: New Mexico Should Act Now to Accelerate its EV Market

Adding it all up, that’s more than $30 billion in potential benefits to New Mexico by 2050. Here’s the catch: as of June 2019, there were only 2,500 EVs registered in New Mexico, which means the state needs to accelerate the EV market, as the American EV boom ramps up nationally, to capture those billions of dollars in potential benefits. Thankfully, with second generation, longer range, affordable EVs now available, the market is well positioned to expand rapidly as the state moves to adopt Clean Car Standards that will ensure EVs are available for purchase in the state.

Getting it right

New Mexico has enormous amounts to gain from a small investment in incentives that support EV adoption now. For that investment to pay off, it needs to send a clear and unambiguous signal. Unfortunately, the same legislation that would establish tax credits to increase consumer access to electric vehicles in New Mexico was recently amended so it would not be helpful for 80 percent of consumers who lease, instead of buying EVs. And it would penalize EV drivers at the same time—with a $100 annual increase in registration fees, even as Texas adds a $200 EV fee under a similar rationale, to make up for lost gas tax revenue. That’s significantly more than what drivers of new gasoline vehicles pay annually in gas taxes in the state. Consumer Reports recently analyzed the growing trend to unfairly penalize electric cars via disproportionately high registration fees. In doing so, it estimated that the “maximum justifiable fee” to replace gas tax revenue in New Mexico would be $53. Anything higher will only slow or stop benefits New Mexico can attain from moving to cleaner cars.

To be clear, everyone should pay their fair share to maintain the transportation system, but EVs are not the problem when it comes to lost gas tax revenue. We need a comprehensive solution that addresses the real sources of transportation revenue loss while not undermining efforts to reduce dependence on gasoline. Thankfully, that can be done. For more, see A Simple Way to Fix the Gas Tax Forever.

 

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How offshore wind energy is powering up the UK

UK Offshore Wind Expansion will make wind the main power source, driving renewable energy, offshore projects, smart grids, battery storage, and interconnectors to cut carbon emissions, boost exports, and attract global investment.

 

Key Points

A UK strategy to scale offshore wind, integrate smart grids and storage, cut emissions and drive investment and exports

✅ 30% energy target by 2030, backed by CfD support

✅ 250m industry investment and smart grid build-out

✅ Battery storage and interconnectors balance intermittency

 

Plans are afoot to make wind the UKs main power source for the first time in history amid ambitious targets to generate 30 percent of its total energy supply by 2030, up from 8 percent at present.

A recently inked deal will see the offshore wind industry invest 250 million into technology and infrastructure over the next 11 years, with the government committing up to 557 million in support, under a renewable energy auction that boosts wind and tidal projects, as part of its bid to lower carbon emissions to 80 percent of 1990 levels by 2050.

Offshore wind investment is crucial for meeting decarbonisation targets while increasing energy production, says Dominic Szanto, Director, Energy and Infrastructure at JLL. The governments approach over the last seven years has been to promise support to the industry, provided that cost reduction targets were met. This certainty has led to the development of larger, more efficient wind turbines which means the cost of offshore wind energy is a third of what it was in 2012.

 

Boosting the wind industry

Offshore wind power has been gathering pace in the UK and has grown despite COVID-19 disruptions in recent years. Earlier this year, the Hornsea One wind farm, the worlds largest offshore generator which is located off the Yorkshire coast, started producing electricity. When fully operational in 2020, the project will supply energy to over a million homes, and a further two phases are planned over the coming decade.

Over 10 gigawatts of offshore wind either already has government support or is eligible to apply for it in the near future, following a 10 GW contract award that underscores momentum, representing over 30 billion of likely investment opportunities.

Capital is coming from European utility firms and increasingly from Asian strategic investors looking to learn from the UKs experience. The attractive government support mechanism means banks are keen to lend into the sector, says Szanto.

New investment in the UKs offshore wind sector will also help to counter the growing influence of China. The UK is currently the worlds largest offshore wind market, but by 2021 it will be outstripped by China.

Through its new deal, the government hopes to increase wind power exports fivefold to 2.6 billion per year by 2030, with the UKs manufacturing and engineering skills driving projects in growth markets in Europe and Asia and in developing countries supported by the World Bank support through financing and advisory programs.

Over the next two decades, theres a massive opportunity for the UK to maintain its industry leading position by designing, constructing, operating and financing offshore wind projects, says Szanto. Building on projects such as the Hywind project in Scotland, it could become a major export to countries like the USA and Japan, where U.S. lessons from the U.K. are informing policy and coastal waters are much deeper.

 

Wind-powered smart grids

As wind power becomes a major contributor to the UKs energy supply, which will be increasingly made up of renewable sources in coming decades, there are key infrastructure challenges to overcome.

A real challenge is that the UKs power generation is becoming far more decentralised, with smaller power stations such as onshore wind farms and solar parks and more prosumers residential houses with rooftop solar coupled with a significant rise in intermittent generation, says Szanto. The grid was never designed to manage energy use like that.

One potential part of the solution is to use offshore wind farms in other sites in European waters.

By developing connections between wind projects from neighbouring countries, it will create super-grids that will help mitigate intermittency issues, says Szanto.

More advanced energy storage batteries will also be key for when less energy is generated on still days. There is a growing need for batteries that can store large amounts of energy and smart technology to discharge that energy. Were going through a revolution where new technology companies are working to enable a much smarter grid.

Future smart grids, based on developing technology such as blockchain, might enable the direct trading of energy between generators and consumers, with algorithms that can manage many localised sources and, critically, ensure a smooth power supply.

Investors seeking a higher-yield market are increasingly turning to battery technology, Szanto says. In a future smart grid, for example, batteries could store electricity bought cheaply at low-usage times then sold at peak usage prices or be used to provide backup energy services to other companies.

 

Majors investing in the transition

Its not just new energy technology companies driving change; established oil and gas companies are accelerating spending on renewable energy. Shell has committed to $1-2 billion per year on clean energy technologies out of a $25-30 billion budget, while Equinor plans to spend 15-20 percent of its budget on renewables by 2030.

The oil and gas majors have the global footprint to deliver offshore wind projects in every country, says Szanto. This could also create co-investment opportunities for other investors in the sector especially as nascent wind markets such as the U.S., where the U.S. offshore wind timeline is still developing, and Japan evolve.

European energy giants, for example, have bid to build New Yorks first offshore wind project.

As offshore wind becomes a globalised sector, with a trillion-dollar market outlook emerging, the major fuel companies will have increasingly large roles. They have the resources to undertake the years-long, cost-intensive developments of wind projects, driven by a need for new business models as the world looks beyond carbon-based fuels, says Szanto.

Oil and gas heavyweights are also making wind, solar and energy storage acquisitions BP acquired solar developer Lightsource and car-charging network Chargemaster, while Shell spent $400 million on solar and battery companies.

The public perception is that renewable energy is niche, but its now a mainstream form of energy generation., concludes Szanto.

Every nation in the world is aligned in wanting a decarbonised future. In terms of electricity, that means renewable energy and for offshore wind energy, the outlook is extremely positive.

 

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Romania moves to terminate talks with Chinese partner in nuke project

Romania Ends CGN Cernavoda Nuclear Deal, as Nuclearelectrica moves to terminate negotiations on reactors 3 and 4, citing the EU Green Deal, US partnership, NATO, and a shift to alternative nuclear capacity options.

 

Key Points

Romania orders Nuclearelectrica to end CGN talks on Cernavoda units 3-4 and pursue alternative nuclear options.

✅ Negotiations on Cernavoda units 3-4 to be formally terminated

✅ EU Green Deal and US partnership cited over security concerns

✅ Board to draft strategies for new domestic nuclear capacity

 

Romania's government has mandated the managing board of local nuclear power producer Nuclearelectrica to initiate procedures for terminating negotiations with China General Nuclear Power Group (CGN) on building two new reactors at the Cernavoda nuclear power plant, where IAEA safety reports continue to shape operations.

The government also mandated the managing board to analyse and draw up strategic options on the construction of new electricity generation capacities from nuclear sources, as other countries such as India take steps to get nuclear back on track in response to demand.

The company will negotiate the termination of the agreement signed in 2015 for developing and operating units 3 and 4 at Cernavoda, even as Germany turns away from nuclear within the European landscape. 

At the end of last month, Economy Minister Virgil Popescu said that the collaboration with the Chinese company couldn't continue as it has yielded no results in seven years, despite China's nuclear program expanding steadily elsewhere.

"We have a strategic partnership with the US, and we hold on to it, we respect our partners. We are members of the EU and Nato, even as Germany's final reactor closures unfold in Europe. Aside from that, I think that seven years since this collaboration with the Chinese company began is enough to realise that we can't move on," Popescu said at that time.

Liberal Prime Minister Ludovic Orban announced in January that the government would exit the deal with its Chinese partner. He invoked the European Union's Green Deal rather than security issues or cost concerns circulated previously as the main reason behind a potential end of the deal with CGN to expand Romania's only nuclear power plant, amid concerns that Europe is losing nuclear power when it needs energy.

In August last year, the US included CGN on a blacklist for allegedly trying to get nuclear technology from the US to be used for military purposes in China, even as nuclear cooperation with Cambodia expands in the region.

 

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COVID-19 closures: It's as if Ottawa has fallen off the electricity grid

Ontario Electricity Demand Drop During COVID-19 reflects a 1,000-2,000 MW decline as IESO balances the grid, shifts peak demand later, throttles generators and baseload nuclear, and manages exports amid changing load curves.

 

Key Points

An about 10% reduction in Ontario's load, shifting peaks and requiring IESO grid balancing measures.

✅ Demand down 1,000-2,000 MW; roughly 10% below normal.

✅ Peak shifts later in morning as home use rises.

✅ IESO throttles generators; baseload nuclear stays online.

 

It’s as if the COVID-19 epidemic had tripped a circuit breaker, shutting off all power to a city the size of Ottawa.

Virus-induced restrictions that have shut down large swaths of normal commercial life across Canada has led to a noticeable drop in demand for power in Ontario and reflect a global demand dip according to reports, insiders said on Friday.

Terry Young, vice-president with the Independent Electricity System Operator, said planning was underway for further declines in usage and for whether Ontario will embrace more clean power in the long term, given the delicate balance that needs to be maintained between supply and demand.

“We’re now seeing demand that is running about 1,000 to 2,000 megawatts less than we would normally see,” Young said. “You’re essentially seeing a city the size of Ottawa drop off demand during the day.”

At the high end, a 2,000 megawatt reduction would be close to the equivalent peak demand of Ottawa and London, Ont., combined.

The decline, in the order of 10 per cent from the 17,000 to 18,000 megawatts of usage that might normally be expected and similar to the UK’s 10% drop reported during lockdowns, began last week, Young said. The downward trend became more noticeable as governments and health authorities ordered non-essential businesses to close and people to stay home. However, residential and hospital usage has climbed.

Experts say frequent hand-washing and staying away from others is the most effective way to curb the spread of the highly contagious coronavirus, which poses a special risk to older people and those with underlying health conditions. As a result, factories and other big users have reduced production or closed entirely.

Because electricity cannot be stored, generators need to throttle back their output as domestic demand shrinks and exports to places such as the United States, including New York City, which is also being hit hard by the coronavirus, fall.

“We’re watching this carefully,” Young said. “We’re able to manage this drop, but it’s something we obviously have to keep watching…and making sure we’re not over-generating electricity.”

Turning off generation, especially for nuclear plants, is an intensive process, as are restarts and would likely happen only if the downward demand trend intensifies significantly, amid concerns over Ontario’s electricity getting dirtier if baseload is displaced. However, one of North America’s largest generators, Bruce Power near Kincardine, Ont., said it had a large degree of flexibility to scale down or up.

“We have the ability to provide one-third of our output as a dynamic response, which is unique to our facility,” said James Scongack, an executive vice-president with Bruce Power. “We developed this coming out of the 2008 downturn and it’s been a critical system asset for the last decade.”

“We don’t see there being a scenario where our baseload will not be needed,” he said, even as some warn Ontario may be short of electricity in the coming years.

The province’s publicly owned Ontario Power Generation said it was also in conversations with the system operator, which provides direction to generators, and is often cited in the Ontario election discussion.

One clear shift in normal work-day usage with so many people staying at home has been the change in demand patterns. Typically, Young said, there’s a peak from about 7 a.m. to 8 a.m. as people wake and get ready to go to work or school. The peak is now occurring later in the morning, Young said.

 

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ETP 2017 maps major transformations in energy technologies

Global Energy Electrification drives IEA targets as smart grids, storage, EVs, and demand-side management scale. Paris Agreement-aligned policies and innovation accelerate decarbonization, enabling flexible, low-carbon power systems and net-zero pathways by 2060.

 

Key Points

A shift to electricity across sectors via smart grids, storage, EVs, and policy to cut CO2 and improve energy security.

✅ Smart grids, storage, DSM enable flexible, resilient power.

✅ Aligns with IEA pathways and Paris Agreement goals.

✅ Drives EV adoption, building efficiency, and net-zero by 2060.

 

The global energy system is changing, with European electricity market trends highlighting rapid shifts. More people are connecting to the grid as living standards improve around the world. Demand for consumer appliances and electronic devices is rising. New and innovative transportation technologies, such as electric vehicles and autonomous cars are also boosting power demand.

The International Energy Agency's latest report on energy technologies outlines how these and other trends as well as technological advances play out in the next four decades to reshape the global energy sector.

Energy Technology Perspectives 2017 (ETP) highlights that decisive policy actions and market signals will be needed to drive technological development and benefit from higher electrification around the world. Investments in stronger and smarter infrastructure, including transmission capacity, storage capacity and demand side management technologies such as demand response programs are necessary to build efficient, low-carbon, integrated, flexible and robust energy system. 

Still, current government policies are not sufficient to achieve long-term global climate goals, according to the IEA analysis, and warnings about falling global energy investment suggest potential supply risks as well. Only 3 out of 26 assessed technologies remain “on track” to meet climate objectives, according to the ETP’s Tracking Clean Energy Progress report. Where policies have provided clean signals, progress has been substantial. However, many technology areas suffer from inadequate policy support. 

"As costs decline, we will need a sustained focus on all energy technologies to reach long-term climate targets," said IEA Executive Director Dr Fatih Birol. "Some are progressing, but too few are on track, and this puts pressure on others. It is important to remember that speeding the rate of technological progress can help strengthen economies, boost energy security while also improving energy sustainability."

ETP 2017’s base case scenario, known as the Reference Technology Scenario (RTS), takes into account existing energy and climate commitments, including those made under the Paris Agreement. Another scenario, called 2DS, shows a pathway to limit the rise of global temperature to 2ºC, and finds the global power sector could reach net-zero CO2 emissions by 2060.

A second decarbonisation scenario explores how much available technologies and those in the innovation pipeline could be pushed to put the energy sector on a trajectory beyond 2DS. It shows how the energy sector could become carbon neutral by 2060 if known technology innovations were pushed to the limit. But to do so would require an unprecedented level of policy action and effort from all stakeholders.

Looking at specific sectors, ETP 2017 finds that buildings could play a major role in supporting the energy system transformation. High-efficiency lighting, cooling and appliances could save nearly three-quarters of today’s global electricity demand between now and 2030 if deployed quickly. Doing so would allow a greater electrification of the energy system that would not add burdens on the system. In the transportation system, electrification also emerges as a major low-carbon pathway, with clean grids and batteries becoming key areas to watch in deployment.

The report finds that regardless of the pathway chosen, policies to support energy technology innovation at all stages, from research to full deployment, alongside evolving utility trends that operators need to watch, will be critical to reap energy security, environmental and economic benefits of energy system transformations. It also suggests that the most important challenge for energy policy makers will be to move away from a siloed perspective towards one that enables systems integration.

 

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