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Shanaka Anslem Perera ⚡
@shanaka86
Author of The Ascent Begins. Independent Analyst. Money, geopolitics, AI, science, and sovereignty. Trying to understand the reality a bit better.
参加 July 2009
3.6K フォロー中    308.1K ファン
The EPA published its power plant carbon repeal on 17th September. Its model selects 154 gigawatts of new combined-cycle gas capacity by 2035 with or without the carbon rules. The emissions and price forecasts are different. Repeal produces 406 million tonnes more power-sector CO2 in 2035, a 37% increase, while average retail electricity prices are projected to be 5.8% lower. Equal new gas capacity does not mean equal electricity production. In the repeal model, more coal plants keep operating and fewer renewables get built. There is a crucial assumption. The case retaining the rules assumes carbon capture works and can be installed on time. EPA disputes that feasibility. The model comparison cannot prove both paths are achievable. Both cases include rising data-center demand. Neither isolates the emissions caused by AI. The model also removes more requirements than the final partial repeal, a difference EPA says would not change its conclusions.
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