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Kevin J. Kircher @kevinjkircher.com

NYC breakfasts made with surplus Spanish midday solar!

sep 12, 2025, 10:57 am • 78 24

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Dana R. Fisher (aka the Apocalyptic Optimist) @fisherdanar.bsky.social

😍😍😍

sep 12, 2025, 11:23 am • 3 0 • view
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Climate News @climatenews.bsky.social

While this is good news it’s also not really the priority. Finland and Spain and Greece and Scotland aren’t even properly connected to each other yet. Grid connections *within* continents need to first be upgraded properly And then Morocco and Spain connections. And only *then* this. Still good

sep 12, 2025, 3:03 pm • 4 1 • view
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sylvain gignac @sylvaingignac.bsky.social

Once I was asked about viability of such a cable. Take Viking Link, 765 km of 1,400 MW capacity from Britain to Denmark, cost = £2.22B. To reach Nova Scotia, scaling up gives = £9.2B. And that’s before factoring in added complexity. I am betting on a more decentralized grid.

sep 12, 2025, 11:37 am • 4 0 • view
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Morgan Jones @mjjones.bsky.social

Pretty tough to build 1400mw of 100% renewable capacity for 9.2B especially at full CF

sep 12, 2025, 12:04 pm • 3 0 • view
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sylvain gignac @sylvaingignac.bsky.social

Even worse. Adding complexity, we came up with a multiple of 1.5 to 2 while excluding risk of potential Russian warfare against subsea cables. For that price tag, better to simply add batteries at scale.

sep 12, 2025, 12:42 pm • 3 0 • view
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Morgan Jones @mjjones.bsky.social

Batteries require gen. Batteries are just temporal transmission. So if you have an energy issue batteries don't help much. I'm not saying it's a slam dunk, but I bet you the economics could be close

sep 12, 2025, 12:47 pm • 2 0 • view
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sylvain gignac @sylvaingignac.bsky.social

Last thought, we will need to treat the full loss of the HVDC link as a P1 and include it in all steady-state and dynamic contingency cases. Costly.

sep 12, 2025, 1:02 pm • 1 0 • view
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Morgan Jones @mjjones.bsky.social

if you have a large nuke, that HVDC link might not be your biggest contingency.

sep 12, 2025, 1:05 pm • 0 0 • view
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sylvain gignac @sylvaingignac.bsky.social

It's all about where it lends. But for an operator in the Northeast, when that 4,200 km link trips at 2 a.m. in January, who’s taking the phone call and how is he/she redispatching in 30 seconds? To be frank, no system operators is betting on such cables... pipe dream.

sep 12, 2025, 1:12 pm • 0 0 • view
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Morgan Jones @mjjones.bsky.social

i would argue whats the difference there vs Manitoba? we are entirely reliant on HVDC to transmit virtually all of our energy to our load. that overseas cable would be significantly lower as a total percentage of supply. again, if a 1.5GW nuke trips at 2 am. whos taking the phonecall to re-dispatch?

sep 12, 2025, 1:16 pm • 0 0 • view
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sylvain gignac @sylvaingignac.bsky.social

Only taking about inter-continental connection. If failures occur, the re-dispacthing is assumed by the receiver. So, we will need an equivalent reserve. + Repair time following a failure >weeks, so outages will be long and expensive; making sure contracts allocate real cost and schedule risk.

sep 12, 2025, 1:27 pm • 0 0 • view
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Morgan Jones @mjjones.bsky.social

see my above. explain to me how 1.5GW of HVDC drop is any different then 1.5GW of nuke drop.

sep 12, 2025, 1:31 pm • 0 0 • view
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sylvain gignac @sylvaingignac.bsky.social

Agreed. But with an energy deficit in the Northeast, all attention is given on adding gen with limited or no emphasis or ability to add cross borders transmission capacity. As for this long HVDC cable from UK to Nova Scotia, lost will be on the order of 14–24% of the energy sent.

sep 12, 2025, 12:57 pm • 0 0 • view
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Morgan Jones @mjjones.bsky.social

im just thinking that China is doing similar distances overland with its UHV system. also consider people are talking about trying space based solar with wireless transmission. so i mean, is that any less complicated or potentially costly?

sep 12, 2025, 1:07 pm • 0 0 • view
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sylvain gignac @sylvaingignac.bsky.social

Agreed. China has its State Grid Corporation with a LTP on building a national in UHV transmission + renewable energy. Us, we quarrel about any addition of transmission. We lack a vision + direction + financing.

sep 12, 2025, 1:16 pm • 1 0 • view
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Matthew Jee @freedomforall.net

@laurentsegalen.bsky.social is a moving force in this project, and he seems convinced of the economics. Factors I recall off the top of my head are the different timezones creating constant shifting demand and the seasonal and weather intermittencies being asynchronous across such a distance.

sep 12, 2025, 1:02 pm • 1 0 • view
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Morgan Jones @mjjones.bsky.social

oh that part is easy, its the "does the complexity and cost outweigh the per unit energy cost"

sep 12, 2025, 1:08 pm • 1 0 • view
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Matthew Jee @freedomforall.net

Obviously yes, Laurent has a long history of successfully bankrolling energy projects and that's his calculation - it clearly does. Perhaps initial or subsequent survey work will cause a rethink, but he seems quite certain for now.

sep 12, 2025, 1:17 pm • 1 0 • view
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stockfttp.bsky.social @stockfttp.bsky.social

VL is mostly in the low 10s of metres and can be buried. We'd be looking at 3-4 thousand in the NA.

sep 12, 2025, 1:10 pm • 2 0 • view
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WillP @wiilp.bsky.social

Also, a lot of the cost of Viking Link or other cables is in: the two landfalls, two HVDC converter stations, two grid connections and associated permits and consultations. Transatlantic would be much more cable but it still only has two ends, so maybe cost doesn't scale up linear with distance?

sep 12, 2025, 2:08 pm • 2 0 • view
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stockfttp.bsky.social @stockfttp.bsky.social

Oh sure thats fair its not simply x the distance. And equally to be fair the north sea has complexity on multi nation EEZs, other cables and oh bomb dumps.

sep 12, 2025, 2:14 pm • 2 0 • view
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sylvain gignac @sylvaingignac.bsky.social

Long time ago, I worked on a sub-sea merchant transmission cable in NY. The complexity was oyster farmers.

sep 12, 2025, 2:32 pm • 2 0 • view
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Ilse / 일쓰 @thincan2121.bsky.social

Now the sun never sets in the US. Unlimited solar. Poor drill drill drill guys.

sep 12, 2025, 12:14 pm • 0 0 • view
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Shreyas Sudhakar @shreyassudhakar.com

This is brilliant, it’s always sunny somewhere!

sep 12, 2025, 3:20 pm • 1 0 • view
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WillP @wiilp.bsky.social

US already exports lots of energy to GB/EU in the form of LNG for power gens and heat and oil for IC vehicles. Would this cable displace some of that shipping, gas power stations move to north America, electrons shipped to Europe to run electric cars and heatpumps?

sep 12, 2025, 2:15 pm • 1 0 • view
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Kevin J. Kircher @kevinjkircher.com

Spatial arbitrage over long enough distances is pretty much temporal arbitrage. Neat.

sep 12, 2025, 11:14 am • 9 0 • view
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Gerard MacDonell @gmacdonell.bsky.social

The other place is the battery

sep 12, 2025, 1:16 pm • 2 0 • view
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Kevin J. Kircher @kevinjkircher.com

right!

sep 12, 2025, 2:22 pm • 1 0 • view
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Gerard MacDonell @gmacdonell.bsky.social

I was taught active listening

sep 12, 2025, 2:24 pm • 1 0 • view
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dave bonner @rascalking.com

Trying to picture how big that cable is gonna have to be.

sep 12, 2025, 11:17 am • 4 0 • view