⚡️INERTIA⚡️
The magic ingredient at the heart of our power systems.
It's also one of the obstacles to replacing fossil fuels with renewables.
In short, a REALLY big deal!
But most folks have never heard of it.
It's widely considered too complex.
So. Here's your idiot's guide
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Key thing here is to remember that for most of history most of our power has come from turbines spinning.
Steam turbines in coal and nuclear power stations. Gas or hydro turbines.
When you think of the electricity grid, think of lots of big wheels turning, all around the country.
And here's the slightly 🤯 thing: every single turbine around the country is spinning at exactly the same frequency.
Every one.
50hz.
It's like an enormous orchestra across the land, all playing the same tune at exactly the same tempo.
Sidenote:
There's no reason it HAS to be 50hz. In US the system runs at a frequency of 60hz. It's just convention. Main thing is getting all turbines running synchronously.
Side-sidenote: Japan actually has two separate systems, one 50hz, the other 60hz due to historical accident
As those turbines turn the copper coils in the generators attached to them turn through a magnetic field at 50hz and generate AC power.
But here's the thing. They don't just generate power. They also provide something known to electrical engineers as inertia.
THE magic ingredient
Perhaps the best way to think of inertia is via a spinning top.
Picture a very heavy spinning top, turning v fast. If you nudge it it moves a bit but carries on spinning.
Now picture a much lighter spinning top. Nudge it and it falls over.
Inertia is somewhat similar...
Having loads of big heavy turbines spinning at precisely the same rate all across the country helps the grid maintain frequency. If there's an outage it's far easier to prevent the lights going out if you have lots of inertia.
No one spent much time thinking abt this til recently
But then along came net zero.
Now everyone is phasing out those old coal/gas power stations and replacing them with wind turbines & solar panels.
But there's a problem. A big problem. They don't provide inertia.
Leaving places like the UK, with lots of wind turbines, in a pickle
If the UK were getting 100% of its power from wind & solar then there would be no inertia. The system wouldn't work.
We've had a sneak preview of this recently during Covid.
Lots of wind, low demand. The grid operators actually had to fire up gas turbines JUST to provide inertia
And while batteries and power electronics can help a bit, there are some who say that this is another reason why we'll ALWAYS need gas in the power system. Which raises a question. What to do?
It so happens the answer might be in a room on a road in the outskirts of Liverpool.
Inside this small facility are two big soundproofed rooms and inside them are two massive 40 tonne flywheels, turning at 1500rpm. They're powered by the grid (eg they actually TAKE power away) but they send back INERTIA.
They are replicating what happens in conventional turbines!
The @StatkraftUK facility only came online this year. But it's a glimpse of something important. A potential solution for the inertia conundrum.
If we want 100% renewables we'll need lots of these spinning wheels alongside the wind/solar power
🍿Of course, inertia is only one small part of this puzzle. It's just one ingredient in a film we've just made at @SkyNews about the future of the power grid and its aim to reach net zero.
Been working on this for a while. Do share if you enjoy!
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If you're even half interested in energy, I bet you've seen this chart. I call it The Most Hopeful Chart in the World.
The point? We're embracing renewable power MUCH faster than expected.
Hurrah!
Only problem is, this chart has an evil twin. A chart we really need to discuss
🧵
The Most Hopeful Chart in the World shows how each year the @IEA predicted that the amount of solar output around the world would plateau or rise v slowly in the following years. But instead solar output defied all expectations, rising exponentially.
That's great news.
But making solar panels is an energy-intensive exercise.
You need a lot of coal to smelt down the silicon and a lot of power to turn metallurgical silicon into polysilicon, let alone the monocrystalline boules you really need for a decent solar module (read my book for more 📖)
🚜FARMAGEDDON🌾
The story of what's REALLY going on in farming. A story far more complex than the conventional wisdom.
This isn't just (or even mainly) about inheritance tax. It's about a cascade of challenges & crises that may ultimately threaten food security.
📽️5 min primer👇
Let's begin with that big, overarching issue: food security.
For most of the past century, farmers have been encouraged to grow as much food as possible. The story here goes back to WWII and its aftermath, when the conventional wisdom was the UK needed to be more self sufficient
Encouraged by the govt, the UK's domestic food production, which before WWII had dropped to just 35% of what we ate, rose rapidly to over 60%.
Some economists say self sufficiency is overrated. But it's one of those post-war principles that stuck.
By accident as much as design.
🚗What's happening to Europe's car industry is one of the biggest stories in the world right now, & prob the biggest story of next year too.
A slow motion implosion driven by multiple factors (esp Chinese competition).
Watch my primer on what's going on👇
What makes this moment so dangerous, so destructive for legacy carmakers, is that this is a perfect storm. Three main issues: 1. The shift from conventional engines to batteries is a DISRUPTIVE innovation. The kind of thing Clay Christensen wrote about.
This is a MASSIVE deal...
Think about a combustion engine.
An assembly of HUNDREDS of pieces of metal, all perfectly honed to turn fuel into motion.
Making these things is REALLY hard. Which is why:
a) that's where most of the value/jobs are
b) other countries have struggled to compete making them
Today we learnt the no of people flowing into the UK hit an all-time high last yr: an influx we've NEVER seen before either as a total or as a share of the population.
So... why is the @ONS (and some news organisations) reporting this as a FALL in migration?!
Let's dig deeper
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The ONS publishes immigration figures every six months. There's a lot of data, with plenty of provisos all over it.
But as is often the case the story gets simplified in the telling.
Consider the story the last time the data came out. This is how the chart looked 👇
And here's how most people reported the numbers: immigration was going down. Yes, from unprecedented highs - but even so. Down by 10%. A success story, as far as the then govt was concerned.
🧵SALT🧵
It's been snowing in the UK and the road gritters are out in force, begging the question:
Have you ever wondered where that grit actually COMES from?
The answer is more magical, beautiful and fascinating than you probably realised.
1/14
Because that dirty-looking salt being spread by trucks on our roads is actually the remains of an ancient ocean (actually two ancient oceans), buried deep beneath our feet.
Most of the stuff being spread in London comes from a single mine in Cheshire - at Winsford.
2/14
Here, about 20 to 40m beneath the meadows of Cheshire, is an enormous slab of halite, rock salt, the remains of an ancient inland sea a couple of hundred million years ago.
This is where most of our salt comes from.
3/14
🧵How worried should we (and @RachelReevesMP) be about the slightly nervy reaction from financial markets towards her first Budget?
Short answer: certainly a bit worried.
But perhaps not for the reasons you might expect...
Worth saying at the outset: these markets are volatile.
Trying to interpret movements in govt bonds is v tricky.
They're moved by all sorts of factors - fiscal, monetary, economic and structural - from all over the world.
So yesterday's Budget is only one of many factors here...
Even so, there has been a marked rise in UK bond yields following the Budget which is greater than what we're seeing in other markets.
This morning the UK 10 year bond yield hit the highest level in nearly a year. It's up 1.7% since yday - far more than US or German equivalents