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Chevron signs 20-year power agreement with Microsoft for West Texas data center

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Re: Chevron signs 20-year power agreement with Microsoft for West Texas data center

#161

Earlier quoted context omitted.

The planet go destroyed millions of times during its 4 billion history. I'm pretty sure it will survive this time as well.

Shareholder value has been destroyed millions of times and they survived just fine too.

who survived?

Re: Chevron signs 20-year power agreement with Microsoft for West Texas data center

#162
post #81

Earlier quoted context omitted.

If Europe was as willing to drill for gas as the US is, they'd probably be able to run more ACs and save thousands of lives every year.

No need for that when solar power and nuclear exist. The problem in Poland, Germany etc is prematurely getting rid of perfectly good nuclear power plants, not lack of gas drilling.

Poland? Poland is currently building its first nuclear power plant (there was another attempt before, but it was abandoned in the 90s).

There are also a lot of smaller nuclear power plants planned: https://en.wikipedia.org/wiki/Nuclear_power_in_Poland

Re: Chevron signs 20-year power agreement with Microsoft for West Texas data center

#163
post #149

I think one of the highest-leverage U.S. economic strategies right now is to maximize the upside from the AI data-center boom. That means reducing any bottlenecks around not just data-center construction, but also adjacent industries like power generation and transmission. If the U.S. can scale the infrastructure around AI faster than other countries, it can gain a decisive economies of scale advantage in numerous in…

When you say "it", I suspect it will pan out to American Elites, as opposed to America the nation, or Americans the people.

If you look at countries that have experienced export booms, you see broad-based wage gains correlated with it.

Re: Chevron signs 20-year power agreement with Microsoft for West Texas data center

#164

Earlier quoted context omitted.

I've often wondered how this is lawful under the EPA. Obviously it must be, but it seems like a gross oversight to allow people to just burn natural gas and allow its byproducts to escape into the atmosphere yet not get any useful work out of it.

The alternative is significantly worse.

Which alternative are you thinking of?

Re: Chevron signs 20-year power agreement with Microsoft for West Texas data center

#165
post #152

Earlier quoted context omitted.

Nightly storage depends on being able to recharge to full capacity every day. That isn't a risk they could possibly accept, they would have to have an alternative source that could sustain when the sun doesn't come out or equipment fails.

> to full capacity every day. A common misconception you don’t need to hit 100%, you need enough energy to make it either from that day or from prior days. At grid scale daily production is never 0 and it’s never 100%. You can guarantee a surplus all 365 days a year, it’s just a cost vs benefit function, that’s however different from always fully charging your energy storage. If hypothetically the minimum was 99.9% o…

Not a misconception, just a discrepancy in what we were describing. I well understand that you shouldn't hit 0% for battery health and that the last 10-20% charge takes much longer than the middle of the charge cycle. I was responding to the idea of only having capacity for a night and using it 365 days per year, I took that to mean a full charge/discharge cycle every day since otherwise you have more capacity than a single night and don't use it fully every day.

Regardless, that buffer doesn't make a big difference in the topic here. My panel regularly show 0Wh on rainy days, PR effectively 0 as they may be getting only a few percent of real capacity.

How do you propose industrial scale would allow a series of arrays could both not be oversized on sunny days and cover usage on cludy days?

If I'm misunderstanding your argument I apologize. I just don't see how a data center could possibly be okay with having only a single day worth of storage and generation without having backup power scaled to cover their full usage demands.

Re: Chevron signs 20-year power agreement with Microsoft for West Texas data center

#166
post #152

Earlier quoted context omitted.

> to full capacity every day. A common misconception you don’t need to hit 100%, you need enough energy to make it either from that day or from prior days. At grid scale daily production is never 0 and it’s never 100%. You can guarantee a surplus all 365 days a year, it’s just a cost vs benefit function, that’s however different from always fully charging your energy storage. If hypothetically the minimum was 99.9% o…

Not a misconception, just a discrepancy in what we were describing. I well understand that you shouldn't hit 0% for battery health and that the last 10-20% charge takes much longer than the middle of the charge cycle. I was responding to the idea of only having capacity for a night and using it 365 days per year, I took that to mean a full charge/discharge cycle every day since otherwise you have more capacity than a…

Edit: Grid scale solar is its own thing for many reasons, one of which is not sticking things in a roof tends to dramatically lower risks and costs. But another is they are significantly more optimized.

> could both not be oversized on sunny days and cover usage on cludy days?

That isn’t a problem that’s worth trying to solve. Grid solar power is so cheap you can waste 70% over a year (even more on sunny days) and in many areas still be paying less than coal per kWh.

Ultimately the grid doesn’t care about being oversized for specific days. There’s a wild difference in demand on sunny day in the summer vs a day that’s 70f. When it was 70f in the 1970’s they didn’t go out and destroy nuclear reactors or coal plants because they are unnecessary in May. That’s valuable infrastructure even when not in current use.

The only metric grid operators care about is does this grid design need the demand and what does it cost. Peaking power plants exist to fit edge case demands even if not used for months at a time, “peaking solar” isn’t a term anyone uses but solar + batteries can fit that niche.

Re: Chevron signs 20-year power agreement with Microsoft for West Texas data center

#168

Earlier quoted context omitted.

Which alternative are you thinking of?

Allowing methane to escape unburned

I would assume that if we were banning the uncontrolled release of its combustion products, we’d also be banning the uncontrolled release of methane into the atmosphere.

Re: Chevron signs 20-year power agreement with Microsoft for West Texas data center

#169
post #142

capex certainty for 20 years. smart if AI demand holds, very expensive if it doesn't

Why? They aren’t building data centres just for Ai but building that can be repurposed. They can use it for research or as new location as part of Azure and so on?

repurpose theory works for a building. not for a 20-year power contract
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