China Inc. Has The West In A Strategic Metals Stranglehold
A new IEA report shows Beijing has a near-monopoly on key metals, rare earth elements, and other critical commodities. These 10 charts spotlight China’s chokehold.| robertbryce.substack.com
A new IEA report shows Beijing has a near-monopoly on key metals, rare earth elements, and other critical commodities. These 10 charts spotlight China’s chokehold.| robertbryce.substack.com
In response to Trump’s trade war, China is slow-walking rare earth exports and global automakers are facing widespread shutdowns. In 2019, a Chinese media outlet said: “Don’t say we didn’t warn you.”| robertbryce.substack.com
Here’s the first edition of SMR Intelligence Update, with IPO news, additions to SMR Intelligence US, & the latest on China's ACP100.| Robert Bryce
Plus, two media hits, a graphic that illustrates China's dominance of rare earths, and why the nuclear sector needs REEs.| Robert Bryce
Last month, we published an in-depth guide to the US companies vying to deploy small modular reactors. Here’s the first comprehensive compendium of the global players racing to commercialize SMRs.| Robert Bryce
The new restrictions directly target US defense, AI, and semiconductors.| robertbryce.substack.com
The competition to deploy small modular reactors is fierce and it’s global. My new mini-documentary gives a fast-paced tour of the promise and challenges of SMRs.| Robert Bryce
Fermi’s $14.8 billion IPO and Sam Altman’s absurd claims about OpenAI’s future power needs are proof that the AI era has entered the silly season.| Robert Bryce
Forget the government shutdown. America's biggest problem is Washington’s refusal to address our $37.3 trillion debt. Ferguson’s Law is poised to exact a harsh penalty.| Robert Bryce
Here’s the first (and only) detailed compendium of the US companies vying to prevail in the race to commercialize small modular reactors. The winners could reap billions in profits.| Robert Bryce
Four (free) notes on a Sunday afternoon| robertbryce.substack.com
Soaring LNG exports and power demand for AI are driving up natural gas prices. Here’s a deep dive into the gas market, with nine charts.| Robert Bryce
Introducing a new, consolidated format for the Renewable Rejection Database, plus a refreshed RobertBryce.com| Robert Bryce
The huckster's new book about solar energy ignores China’s slavery-ridden supply chain, land use conflicts, and the pesky problem of scale.| robertbryce.substack.com
Trump’s executive orders will be the most consequential endorsement of nuclear by a US president since Eisenhower’s Atoms For Peace speech 72 years ago.| robertbryce.substack.com
And consumers are getting stuck with the bill. These six charts illustrate how the AI frenzy is fueling the inflation that’s slamming the power sector.| Robert Bryce
Global coal-fired capacity keeps growing. Plus, charts on China’s staggering electricity use, alt-energy spending, and Minnesota’s impossible CO2 target.| robertbryce.substack.com
A close look at the 10 small modular reactor companies the DOE selected for fast-track development, along with a few that didn’t make the list.| Robert Bryce
My piece today in The Hill on the alt-energy backlash in England, Ireland, and Scotland. Plus, two fantastic maps show why Gavin Newsom will never be president.| Robert Bryce
On Wednesday, the Trump Administration cancelled a key federal permit for the Lava Ridge wind project in Idaho. Now it should cancel Philip Anschutz’s gigantic wind project on BLM land in Wyoming.| Robert Bryce
From Spain to Texas and India to Ireland, solar projects are encroaching on prime agricultural land. Farmers and ranchers are fighting back.| robertbryce.substack.com
From Missouri and Colorado to Germany and Spain, high-voltage transmission projects are being stopped by fierce local opposition, soaring costs, and permitting delays.| Robert Bryce
On Sunday, President Trump called wind a “con job” and “the worst form of energy.” Amen to that. But solar energy is already leaving wind in the shade.| Robert Bryce
An electrical engineer told me “it’s highly likely” that Spain’s reliance on solar energy contributed to the power failure.| robertbryce.substack.com
Rocky Mountain Institute wants to ban gas stoves. And yet, it’s getting funding from NSF, DOE, State, Transportation, GSA, & USTDA. WTF?| robertbryce.substack.com
The disintegration of the turbine blade and resultant pollution that forced the closure of Nantucket’s beaches should scuttle the offshore wind scam. But it’s only the tip of Big Wind’s problems.| robertbryce.substack.com
These 11 charts show how America’s biggest NGOs are colluding with foreign corporations that want to industrialize our oceans with thousands of turbines that will hurt whales and ratepayers| robertbryce.substack.com
For years, the search giant has touted its alt-energy deals and net zero plans. But these four charts show that Google’s electricity use, CO2 emissions, and carbon intensity, are soaring.| robertbryce.substack.com
The reclusive polymath calls it “wishful thinking” and “an impossible task.” Plus, U. of Michigan study says lack of Cu makes electrification of transportation “essentially impossible.”| robertbryce.substack.com
...And why gas is a strategic, irreplaceable fuel for the U.S. and Europe.| robertbryce.substack.com
New Treasury Department estimate shows the 10-year cost of alt-energy tax credits has gone up 21-fold since 2015| robertbryce.substack.com
Industrial electricity use in the EU is collapsing. US policymakers "Have no excuse for not looking at Europe and learning." Plus: screenings in Dallas, Tulsa, Fairfax, & Austin.| robertbryce.substack.com
Two weeks before Christmas, the Dubai climate confab ends with a thud as global coal demand continues to increase| robertbryce.substack.com
Last Christmas, the U.S. narrowly averted an energy disaster that would have decimated New York City and killed thousands| robertbryce.substack.com
Paul Krugman hypes renewables in the New York Times, but the Iron Law of Power Density won’t be repealed| robertbryce.substack.com
“Moment of truth” hits as EV sales fall, costs soar.| robertbryce.substack.com
A week after FERC commissioners warned about a looming “catastrophic reliability failure,” the EPA issued rules that could devastate the Mother Network.| robertbryce.substack.com
