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1/ Stephen Gethins cites a false energy statistic in his maiden speech. The data on Scotland’s net electricity exports does not measure renewable electricity *alone*. It includes electricity from all sources of generation in Scotland.

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In Australia, under proposed national standards, new data centres must bring their own 100% renewable energy supply, firmed by batteries or gas. Crucially, this means new, additional renewable generation, not simply claiming certificates against generation already on the grid. And the scale is enormous. AEMO is already tracking 225 data centres in development, with data-centre electricity demand forecast to rise from around 3% of NEM consumption today to 13% by 2036, potentially around 34 TWh a year. Climate Change & Energy Minister Chris Bowen puts the challenge bluntly: “Data centres are huge consumers of electricity. They are whales.” In 2024, US data centres consumed as much electricity as the entire country of Sweden. Australia wants to get ahead of this. Australia isn't alone. Similar policy moves are underway in China, Germany and Ireland, but Australia's proposed framework is among the most aggressive: 100% renewable energy, tied to new additional generation and backed by firming, with the new rules intended to begin from 2027. Instead of allowing this enormous new load to compete with households and businesses for existing generation, Australia wants it to help finance the new supply needed to meet it. AI growth → electricity demand → renewable PPAs → new solar & wind → more batteries & transmission → stronger grid. This has always been part of my thesis: AI will become a major new demand engine for Australia's solar, wind and battery buildout, rather than a brake on the energy transition, potentially creating a blueprint the rest of the world can replicate. AI and renewables don't have to compete. Done right, each can accelerate the other. #SWB #Bettrification

Chris Meder

29,276 görüntüleme • 21 saat önce