To be perfectly transparent. I commission new gas simple cycle and combined cycle plants, mostly on the SCR NOx reduction equipment. Every gas turbine manufacturer is sold out until at least 2037, there is that big of an immediate need for electricity. Like I've always said, a sound energy policy is a 3-legged stool, cost, sustainability and reliability, with arguably a fourth leg, national security.
The development and harnessing of AI are this generations Manhattan Project or moon shot. The first country to properly implement it will be leaps and bounds ahead of the others. Energy is the key to winning this race and I'm all for every option that does it.
I also think we'll see huge innovation in energy management. As an example: mom, dad and junior all plug their electric cars in to charge overnight. The energy isn't there for full charges for everyone, so with AI's assistance, the charger gives everyone an appropriate charge for their next day's activities. I can see this happening across all sorts of needs: laundry, dishwasher, washing machines etc. AI will determine the best time to start these tasks.
First one, First? Well dunno if NOx is perfectly clear (haha), but any improvement is a good thing. Some nasty stuff.
We have some common background. Mostly around NE of Plano for me now. My kid is doing school in Denton, now.
Just probably have been playing it longer. Back some days ago was a Site Engineer under TXU for New Coal Plants (yeah, those used to happen), and later Senior Staff Engineer for several sites. Part of that role was review, updates, and EPA compliance for Particulate, SOx, NOx, Hg. Wheels were coming off the mess by the time we started into CO2 Reduction.
Have done some CC Gas at Corpus, Longview, and other places across the years, as well. Along with Hydro, Big Wind, Oil, Petrochem and now bunches and bunches of Solar along the way. And bunches of Commissioning projects, too.
A thing to keep in mind is that no matter how much you may believe something, or as you say, "like I have always said" is not really a verified source. It is just sort of a one-player circle j.
Sort of funny looking back at the Coal guys at TXU. They were absolutely certain that Coal was their past (it was), the present, and therefore, the future. Like you and citing "orders ahead" on equipment -- when the New Coal plants STOPPED -- (Just Stopped) -- they had equipment ordered years ahead, too. Which became massive scrap piles just laying in the East Texas Big Piney Woods. Really, one of “my” biggest plants . . . never got built. Which in retrospect was an okay thing.
They ran the whole operation dead into the ground not because they were dumb or something. It was because they were certain what had been - is what will be. Linear thinking, as it were – even though things in the real world rarely follow a line.
At the time, I had made it up to play in the fringes of the Board Level stuff, and was looking at options (other than Bankruptcy) to cover the $4E9 ($1E9 per Quarter) Interest Payment on $40E9 of Debt. I came back with $4E9 in Grants IF – would would put Solar PV on top of the open cut Coal Mines, as they were closed and covered. TXU Mining just could not bring themselves to allow that to happen. Instead, they went Bankrupt. They had to take me out in the hallway and explain to me that most everyone in the room had came from the Coal Mines, and could not tolerate Solar PV.
But that part was my mistake. Seeing things as an Electrical Engineer, I thought the Grid ran on Electricity. And the Coal guys all thought the Grid was just a way to sell Coal. Turns out we were BOTH wrong. The Grid runs on MONEY. It is a Big Cash Flow Register exchange, with the Retail Meters acting as a Cash Register, all to flow back up to the Top. Does not really matter what the source or fuel for the Electrons are. It is all just about the money.
Here is the thing for you to maybe to at least consider . . . Frack Gas is on the same path as Coal. I know, I know, THIS TIME, THIS ONE THING, THIS TIME is . . . different. Yeah. Sure. Okay.
But look ahead at what is falling behind of you? Coal is going away as fast as it can be shutdown. US Nukes have already dropped down from “US Peak Nukes” around 2012. Back then there were 104 Reactors. Now down to 94 Reactors, and the 10% that went away are not even missed. All the remaining US Nukes were all put on US Federal Welfare a couple of years ago to avoid bankrupting off-line early.
This is ALL about the same thing that built Coal, Nukes, and Recently Gas. Peak Load Demand CASH FLOW.
Here is the underlying terminal condition math you are up against:
Silicon Solar PV: At $1 per Watt install cost, that works out to around 2 to 3 cents “behind the meter” per kWh Electricity costs. And yes, that includes budgeting for Service Life, Cost of Capital, and Operations and Maintenance. Gas simply cannot touch that, and still has much higher O&M, and Fuel Costs. And then if you put that cheap Solar PV Electricity into an EV – it works out to the equivalent of 15 cent Gasoline. Or put it in a Tractor – since this is really a Tractor Site. Means Oil and the Permian Basin are dead, too.
And All the Solar PV ALL produces during the Grid and Gas Money Maker Time (Daily Peak).
Ready for the Quiz? If the Grid runs on Money? (it does) What is the REAL Future for Gas Generation? It is the same as Coal, in this regard.
Well sorry, that got so long, but figured you sounded sincere, so just some tips for you. We can do the AI Hype, and Energy Management next, if you like.