David Fishman Profile picture
Aug 28, 2023 27 tweets 10 min read Read on X
I've gotten a few questions about this page - the Friends of the Earth (FoE) Japan fact page about the Fukushima water release. I've also seem a few people sharing links to it.

I gave it an read and spotted some concerning statements. Let's review:

foejapan.org/en/issue/20230…
First, the FoE page was updated in August, but does not incorporate or reference any of the important lab testing verification work conducted by the IAEA and its third-party laboratories on the contents of the water.

Here's what it has to say about the IAEA report: Image
The FoE statement on the nature the IAEA's review is inaccurate. The IAEA's role is to assess, oversee, and review the accuracy of TEPCO's measurements and other work.

To do this, samples were gathered, on-site, under observation, and sent to different labs for testing. Image
The results from the IAEA lab testing answer one thing very specifically: If we gather water the same way TEPCO did, and test for the same things TEPCO did, do we get the same results?

We need to know if those lab results show good statistical alignment with TEPCO's results.
Thus, the role of the IAEA is not to endorse, but to VERIFY & VALIDATE (V&V).

They are checking TEPCO's results by verifying that the filtration results claimed by TEPCO, for the same tank, under the same conditions, are reproduced via testing in other labs.
Next, the FoE page mentions that the testing data being verified only covers 3% of the tank groups.

This is accurate. But, it targets the K4-B tank group, because that's the tank group that will be discharged first (is being discharged now). This is the key point.
The IAEA testing plan covers each tank group in turn, according to the schedule that they will be released.

This is a 30 year discharge, and the IAEA testing will be verifying TEPCO's test results the entire time, for each tank group.

Page 114:
iaea.org/sites/default/…
Image
Finally, the FoE claims that the IAEA is not a neutral third party, as its role is to promote nuclear power.

This is where the flimsiness of their position really becomes apparent, that they must adopt this approach.

Let's take a look at the IAEA mandate and mission statement:
Image
Image
The IAEA is a UN support, oversight, & watchdog organization, not a lobbyist/advocacy group.

Friends of the Earth is an anti-nuclear lobbyist/advocacy group.

I don't think much of ad hominem reasoning, but if anyone is vulnerable to it here, it's certainly not IAEA, but FoE. Image
In summary, we have three big problems with the FoE's statement on the IAEA lab report.

Why are they so determined to discredit and disregard the IAEA's lab testing verification results?

Most likely because these testing results invalidate many of their other arguments. Image
For instance, in this section, they a cite 2018 news report that a 2014 test result for I-129 was still above regulatory limits.

But now that we have the verified IAEA test results from 2022, so why would we look at 2014 test results from TEPCO? Image
The IAEA labs all tested for I-129 in 2022, and all returned satisfactory results (except Los Alamos, which used a testing method with rougher results, and thus was excluded from the statistical analysis).

Korea's results (KINS) were low enough to be potentially discrepant.
Image
Image
It's not hard to see why FoE wouldn't want to engage with the IAEA lab results, and seek to discredit or mischaracterize them - they completely invalidate this entire "we don't really know what's in the water" line of reasoning.

We DO in fact know what's in the water. Image
Lets take another FoE argument, that TEPCO is only testing the water in 3% of the tanks.

This is a dishonest argument, that they have repeated in several places. Image
The testing so far has focused on one tank group, the K4-B, because this is the first tank group to be released (right now).

Per TEPCO, K4 tanks underwent ALPS treatment back in 2016.

Recall they were also the subject of the IAEA sampling for verification.
Image
Image
In the future, each subsequent tank group will have its own round of testing and verification before release, with the IAEA monitoring onsite.

So the "3%" figure is irrelevant.

I will repeat the same screenshot from above, because the statement applies again: Image
I can't speculate to the motivation for FoE to post misleading commentary and refusing to engage currently-existing reports that address these concerns.

I will only summarize: It's confused/misinformed at best, intentionally dishonest at worst. Image
Next, this FoE point about tritium concentration is also misinformed.

Their complaint is that the tritium being diluted to "1/40th" of the regulated standard is misleading, because the water contains things other than tritium.

However, their objection is what's misleading. Image
The verified lab testing results show clearly that the ALPS filtration process is effective in reducing the levels of other radionuclides, but NOT the tritium.

The testing results show tritium concentration of around 150,000 Bq/L (see reference value in the final column). Image
As the regulatory limit is 60,000 Bq/L, to get to 1/40th of the regulatory limit (which is 1,500 Bq/L) we need to reduce the dilution by ~100 times.

This means mixing the ALPS-treated water with a LOT of fresh seawater, before the final discharge, to dilute the tritium.
Meanwhile, what was the total radioactivity contribution of the other radioisotopes? Well, let's add up...

C-14: 14.01 Bq/L
Co-60: 0.3764 Bq/L
Ni-63: 2.57 Bq/L
...and so on...

The non-tritium total is barely 20 Bq/L.

Before 100x dilution! Image
So after water has been diluted ~100x, to get tritium concentration to 1/40th of the regulatory limit, what's the total activity level in one liter of the water?

Tritium: 1500 Bq/L
All the other stuff: 0.2 Bq/L

FoE's concern is exaggerated and misleading. Image
Per IAEA: During discharge, the water is tested for other radionuclides after leaving the K4-B tanks (keep in mind, this is a verification of IAEA's verification of TEPCO's previous test results).

And then in the dilution facility, it is mixed with ~100x volume of seawater. Image
That's why the very last test on the discharge is the tritium monitor.

Every single other thing has been tested and verified multiple times by now.

The final FINAL check is whether the 100x dilution of fresh seawater has succeeded in getting tritium down to 1,500 Bq/L. Image
So, that's my summary of the main issues I found on the Friends of the Earth website.

They offer misleading, dishonest, and outdated commentary, while ignoring relevant, recent, detailed materials that directly address their concerns. It's not a quality source.
are you fucking kidding me I spent hours on this so I could write

"I gave it an read"

IN THE VERY FIRST TWEET asdfasdfkajsdf;lkasdfj
@Buki_YGV For example, I laughed out loud when I read this in an IAEA report.

How did they not anticipate that doing this without a broad explanation would make people even more concerned/confused? Image

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More from @pretentiouswhat

Apr 6
While everyone was busy freaking out about the Trump tariffs, China released a new list of its major low-carbon demo projects for 2025

This is Batch 2 - the first batch was announced last year.

All of them are important and ground-breaking projects...101 of them in total.🧵 Image
Remember, the title of National Demonstration Project is a powerful designation with many practical benefits to project owners, including direct financial and fiscal support, policy and approval advantages, increased access to technology and talent resources, prioritization in government procurement events, and long-term institutional backing from local authorities (for example, being written into the province's five-year plan).

This list of projects is basically a direct summary of what national energy stakeholders think are the most important cutting-edge items in furthering the national low-carbon energy agenda, and a promise to support those projects to achieve success.Image
I won't go through the entire list one-by-one...that would be way too long, but I did review the list so I could provide some high-level summary of the types of projects on the list, and pick out some that I thought were particularly notable.

This is a longish and text-heavy thread, so it definitely won't be for everyone. But if you want to get an early view on what's happening on the cutting edge of China's energy transition tech, and not be shocked when they make some big announcement in a year or two, then this is the thread for you.

I'll provide link at the end of the thread for both Batch 1 and 2, of course, so you can review on your own. Okay, let's go.
Read 18 tweets
Mar 31
When they teach about the rise of China in textbooks someday, I hope there's at least a section about how USA institutions psy-opped themselves into utter helplessness by meticulously sourcing all their primary insights from copium vendors. This could be a thesis.
No need to actually write the thesis yourself though; DeepSeek's got it covered.

"Institutionalized Copium Networks" I'm gonna borrow that one for the future. Image
This is the kind of stuff I'm talking about. These are exactly the narratives that people, want, need to believe are meaningful, so they can make themselves believe Everything is Fine.

Freedom and lack of corruption is the USA's secret sauce? Oh buddy... Image
Read 4 tweets
Mar 26
I found the thesis of this article peculiar and the intention flawed.

The authors are so alarmed over the potential for China's policies on climate being mislabeled as virtuous that they felt the need to pen an article to refute this view...why? 🧵

foreignpolicy.com/2025/03/20/chi…
It’s not even a stretch or oversimplification to characterize the thesis as: “China not good; actually, China bad”.

This makes for tedious reading, as it is an article focused exclusively on the litigation of China’s morality re: climate issues.

There is no attempt to rationalize or contextualize...no effort to examine the nature of, or motivation behind the “sins”, or a consideration what precedent is set by treating fossil-fuel driven energy expansion as such an explicitly moral issue.
I have discussed the main arguments and counter-arguments on China's carbon emissions at length previously, most recently in this article from January. I don't want to re-up has the entire thing (go read it on LI or Substack) but to summarize briefly...

Read 12 tweets
Mar 9
One thing I haven't seen discusssed yet is how new wind and solar capacity additions in China in 2025 are almost definitely going DROP vs last year.

If you're used to always seeing number go up, time to reset expectations in advance. Here's why.🧵

The key driver is the new renewables compensation scheme from last month.

Previously, new wind and solar projects had policy assurances their generation would be bought by the grid at a fixed rate (the provincial coal-fired benchmark price). The new policy removed that. Image
Before, if you built a new wind/solar farm, you'd automatically get a guaranteed on-grid rate for your power that had nothing to do with generation costs.

Guaranteeing the coal benchmark rate was a kind of feed-in-tariff, although we were officially in the subsidy-free era.
Read 20 tweets
Mar 6
China Power Sector 2024 Fundamentals Summary/Teaser:

Capacity:

Total installed capacity hit ~3350 GW, pumped up by high volumes of new solar (+277 GW in 2024) and wind (+80 GW).

Coal capacity rose by about 35 GW, hydro by about 14 GW, gas by 10 GW, and nuclear by about 3 GW. Image
Generation:

Generation rose by roughly 600 TWh YoY, crossing the 10 petawatt hour threshold.

The large new additions of solar capacity translated to 44% YoY generation growth. Wind's performance was less impressive, rising just 13% YoY. Hydropower recovered 10% versus its poor performance in 2023, but was still down versus a "normal" year (e.g., hydropower's operating hours in 2024 were still 9% lower than in 2021).

Thermal power generation ticked up 1.7% YoY, thanks to subpar hydropower performance and the suspicious disappearance of solar and wind generation at the end of the year (especially November). It *should* have been possible to keep thermal power generation flat last year, considering the massive growth in renewables capacity and the weak power consumption growth at the end of the year, but it didn't happen. Disappointed I am.

I haven't been able to confirm this, but my suspicion is grid operators found themselves overcontracted for power in the last few months of the year because of the weak consumption growth and high renewables growth, and so chose to break their renewables offtake contracts (and pay the associated penalties) in favor of the thermal power contracts (which were perhaps more expensive to break). Just a guess though.Image
That being said, YoY growth in wind, water and solar generation ended up being around 500 TWh (for context, that's the total power consumption of Germany in 2023).

This covered ~83% of the consumption growth in 2024. The rest was met by thermal power.

So, even though coal generation rose in absolute terms, its overall contribution to the generation mix declined again, to roughly 55%.Image
Read 6 tweets
Jan 30
First, I'd like to say a big thanks to Chris for having me on the pod - it was a great conversation and we only got through about half of the things we'd like to discuss, so maybe they'll be a continuation someday.

That being said, I'd like to supplement a few points here. 😁
I think there are more motivations underlying China's electricity-heavy growth, rather than just concern over vulnerabilities in the Straits of Malacca, although when it comes to the energy security driver, this is certainly a part of the equation...

I'll highlight a few.
For instance, a point I regret not mentioning and emphasizing more in the conversation is: replacing fossil fuels as a primary fuel in favor of electrification is often just more cost-effective. Simply put, substituting for electricity is good business.
Read 17 tweets

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