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Angelica 🌐⚛️🇹🇼 Profile picture
@AngelicaOung
Apr 17, 2021 • 5 tweets • 2 min read • Read on X
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This is the guy to blame if we never find our way off this trail Image
First guy was disposed in a coup by this guy, who wowed the group with his bold "ridge theory". An hour later... Image
Luckily it was quite scenic along the way Image
It's tung blossom season! Image
We had to have a radical strategic realignment of objectives and one more coup. But finally we made it back to civilization. Score one for female leadership! Image

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More from @AngelicaOung

Angelica 🌐⚛️🇹🇼 Profile picture
Oct 7, 2023
🇬🇧THE GREAT BRITISH SMR-OFF🇬🇧

The competition to find the world’s best SMR yet is ON with the Brits announcing their shortlist of 6 candidates from around the world. But more importantly, what does Angelica think about it?

Let’s see the contestants🧐

🧵
🇺🇸AP-300 by Westinghouse🇺🇸

Or should we be flying the 🇨🇦 flag? In any case, Westinghouse is talking up the AP-300 as the AP-1000’s little brother.

😻shared supply chain, proven components
🧐what’s making it cheaper if you use AP-1000 components in a smaller reactor? Image
🇬🇧Rolls Royce SMR🇬🇧

At 470MWe, this chonky-boi really challenges what it means to be an SMR. OTOH, Rolls Royce truly strived to live up to the “modular” part.

😻Designed with factory production of modules
🧐If it’s so good, why aren’t the Brits supporting it ALREADY? Image
Read 8 tweets
Angelica 🌐⚛️🇹🇼 Profile picture
Jul 3, 2023
CYANIDE AND LOAD-SHEDDING

If you ever get cynical or complacent about the state of the grid in your country, South Africa is a grim reminder that it can always get worse. They have 8 stages of load shedding. Stage 6 meaning 10hrs in the dark.

It wasn’t always like this…

🧵
Once upon a time, the state-run electrical utility Eskom was held up as a paragon. As late as 2002, it won an award as the world’s best power company. But the downward spiral wasn’t far behind.

The load-shedding begin in 2008 and continued ever since.
The reasons are partially comprehensible. Post-democracy, the government was keen to extend the reach of the grid to more households and to push equitable employment.

But this was done without prioritizing the maintenance of Eskom’s health.
Read 9 tweets
Angelica 🌐⚛️🇹🇼 Profile picture
May 26, 2023
THE TURBINE WARS

Offshore wind is a curious business. Everywhere you look, deals are getting done, ambitious targets are getting set...and companies are losing money.

Revenues up...but so are losses. How can this be?

🧵

reuters.com/business/energ…
This is a 4MW onshore turbine. Turbine makers like Vestas and Siemens Gamesa gave been making it for years and now the supply chain is perfection. They've mastered everything about making these. Image
The onshore turbine are limited in size at some point because of road transport. But the power produced is proportional to the swept area.

This means offshore, the turbine wars began. It's a no-brainer. Offshore turbines got bigger...and bigger...and bigger. Image
Read 8 tweets
Angelica 🌐⚛️🇹🇼 Profile picture
May 25, 2023
COAL IN THE AGE OF THE ENERGY TRANSITION

There’s no fuel more spurned and despised. We’re trying to leave coal behind. Yet 2022 was a record year for for global consumption.

Let’s learn more about the fuel we love to hate, but can’t seem to quit.

🧵 Image
Coal is graded by energy content from the lustrous high-purity anthracite, through bituminous, sub-bituminous and finally lignite, the lowest grade brown coal. Any worse than that and you’re burning peat. Image
You’ll need a high-grade coal for coking or metallurgical coal. A ton of steel will require 0.75 tons of this highly-pure coal.

Below that comes the thermal coals, mainly burnt for electricity. Although for every ton of concrete you also need 0.4 tons of this coal. Image
Read 11 tweets
Angelica 🌐⚛️🇹🇼 Profile picture
May 23, 2023
“The problem is everybody wants to build a Gigafactory but nobody wants to mine.”

Just had a verrrrrry interesting convo off the record with a banking person with a technical background in mining...

🧵
The problem is banks, especially European banks, don’t want to take the “reputational risk” of being involved in mining projects.

You can get “green loans” for gigafactories, but not for the other side of the supply chain.
This will be hard to catch up on as it can take 20 years to find, explore and permit a copper mine, as opposed to 2 years to build a Gigafactory.

It’s not so much about how much stock there is in the ground. We’re already behind in getting it out.
Read 5 tweets
Angelica 🌐⚛️🇹🇼 Profile picture
May 23, 2023
Norwegian developer Equinor’s 1GW floating wind farm is shelved, in part due to “technology availability.” Translation: they didn’t have their floating foundations figured out. This is a problem we are going to keep seeing with floating offshore wind.

🧵
equinor.com/news/20230522-…
There are hundreds of designs for floating offshore wind foundations, which is another way to say industry has yet to come to a consensus about what actually works.

Or rather, what’s going to price-down enough to make their projects economically viable. Image
There’s been blockbusters auctions for leasing rights in deep waters only suitable for floating projects. Scotland. California.

There are advantages of course, deeper waters also means steadier winds (higher capacity factor).

lamag.com/culturefiles/c…
Read 4 tweets

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