@grantchalmers.bsky.social
The uranium market is not just cyclically tight - it is structurally undersupplied. With inventories fading, production flat or declining, and demand accelerating, the deficit is real, deepening, and unlikely to reverse before the mid-2030s.
October 16, 2025 at 10:29 PM
The uranium market is not just cyclically tight - it is structurally undersupplied. With inventories fading, production flat or declining, and demand accelerating, the deficit is real, deepening, and unlikely to reverse before the mid-2030s.
Phu Quoc, Vietnam. A nice alternative to more common holiday jurisdictions like Thailand for a beach/resort.
April 23, 2025 at 2:35 AM
Phu Quoc, Vietnam. A nice alternative to more common holiday jurisdictions like Thailand for a beach/resort.
Bearded Dragon on a strainer post.
April 14, 2025 at 10:33 PM
Bearded Dragon on a strainer post.
NotebookLM is such a useful tool for learning any new topic. Even more so with the new 'Discover sources' button. Below is a mind map that I created based on my own research topic, uranium supply and demand dynamics.
April 11, 2025 at 3:55 AM
NotebookLM is such a useful tool for learning any new topic. Even more so with the new 'Discover sources' button. Below is a mind map that I created based on my own research topic, uranium supply and demand dynamics.
Nuclear reactor constructions (first concrete pour to grid connection) ordered by first concrete date, from top (oldest) to bottom (most recent). Each horizontal bar represents one nuclear reactor (length of the bar = time taken, in days, from first concrete to grid connection).
April 5, 2025 at 11:36 PM
Nuclear reactor constructions (first concrete pour to grid connection) ordered by first concrete date, from top (oldest) to bottom (most recent). Each horizontal bar represents one nuclear reactor (length of the bar = time taken, in days, from first concrete to grid connection).
Record surge in zero/negative electricity prices in March 2025 ⚡
14.05% of dispatches across Australia's NEM hit zero or below.
Great for clean energy — but too much cheap power can distort markets & complicate grid ops.
Energy transition = not simple.
14.05% of dispatches across Australia's NEM hit zero or below.
Great for clean energy — but too much cheap power can distort markets & complicate grid ops.
Energy transition = not simple.
April 5, 2025 at 12:28 AM
Record surge in zero/negative electricity prices in March 2025 ⚡
14.05% of dispatches across Australia's NEM hit zero or below.
Great for clean energy — but too much cheap power can distort markets & complicate grid ops.
Energy transition = not simple.
14.05% of dispatches across Australia's NEM hit zero or below.
Great for clean energy — but too much cheap power can distort markets & complicate grid ops.
Energy transition = not simple.
March 2025 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t Electricity Maps
#rstats #gt #energy #energytransition #electricity #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t Electricity Maps
April 3, 2025 at 7:01 AM
March 2025 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t Electricity Maps
#rstats #gt #energy #energytransition #electricity #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t Electricity Maps
April 3, 2025 at 6:59 AM
🌍⚡ How clean is your electricity?
This chart shows the mean CO₂ intensity and power mix breakdown for various regions around the world in March 2025.
📡 Data: @electricitymaps.com
📈 Viz: @grantchalmers.bsky.social
#EnergyTransition #Electricity #CO2 #DataViz
This chart shows the mean CO₂ intensity and power mix breakdown for various regions around the world in March 2025.
📡 Data: @electricitymaps.com
📈 Viz: @grantchalmers.bsky.social
#EnergyTransition #Electricity #CO2 #DataViz
March 29, 2025 at 6:37 AM
🌍⚡ How clean is your electricity?
This chart shows the mean CO₂ intensity and power mix breakdown for various regions around the world in March 2025.
📡 Data: @electricitymaps.com
📈 Viz: @grantchalmers.bsky.social
#EnergyTransition #Electricity #CO2 #DataViz
This chart shows the mean CO₂ intensity and power mix breakdown for various regions around the world in March 2025.
📡 Data: @electricitymaps.com
📈 Viz: @grantchalmers.bsky.social
#EnergyTransition #Electricity #CO2 #DataViz
This heatmap illustrates the impact of time of day on wind farm output across three major Australian states, highlighting the continued 'hollowing out' of capacity factors in the middle of the day.
March 20, 2025 at 9:41 PM
This heatmap illustrates the impact of time of day on wind farm output across three major Australian states, highlighting the continued 'hollowing out' of capacity factors in the middle of the day.
The heatmap displays the capacity factor (CF) of wind farms in Victoria (VIC) and South Australia (SA) for January across four years (2022 to 2025). The CF is presented in 4-hour time blocks (9 AM - 12 PM and 1 PM - 4 PM). Each row represents a year, and each column corresponds to a wind farm.
March 16, 2025 at 8:36 AM
The heatmap displays the capacity factor (CF) of wind farms in Victoria (VIC) and South Australia (SA) for January across four years (2022 to 2025). The CF is presented in 4-hour time blocks (9 AM - 12 PM and 1 PM - 4 PM). Each row represents a year, and each column corresponds to a wind farm.
Februrary 2025 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t Electricity Maps
#rstats #gt #energy #energytransition #electricity #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t Electricity Maps
March 2, 2025 at 3:53 AM
Februrary 2025 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t Electricity Maps
#rstats #gt #energy #energytransition #electricity #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t Electricity Maps
Cumulative uranium supply deficit scenarios. The scenarios are represented by three lines, each corresponding to different demand forecasts and production ramp-up assumptions:
My Base Case (353 Mlbs demand by 2040)
WNA Mid-point (385 Mlbs demand by 2040)
WNA Upper (455 Mlbs demand by 2040).
My Base Case (353 Mlbs demand by 2040)
WNA Mid-point (385 Mlbs demand by 2040)
WNA Upper (455 Mlbs demand by 2040).
February 28, 2025 at 7:59 AM
Cumulative uranium supply deficit scenarios. The scenarios are represented by three lines, each corresponding to different demand forecasts and production ramp-up assumptions:
My Base Case (353 Mlbs demand by 2040)
WNA Mid-point (385 Mlbs demand by 2040)
WNA Upper (455 Mlbs demand by 2040).
My Base Case (353 Mlbs demand by 2040)
WNA Mid-point (385 Mlbs demand by 2040)
WNA Upper (455 Mlbs demand by 2040).
January 2025 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t @electricitymaps.com
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t @electricitymaps.com
February 1, 2025 at 11:26 PM
January 2025 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t @electricitymaps.com
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P h/t @electricitymaps.com
This chart shows box‐and‐whisker plots of hourly CO₂ intensity (in grams of CO₂ equivalent per kWh) for Germany (left panel) and France (right panel) over a full year (2024). #nuclear #cleanenergy
January 22, 2025 at 9:28 AM
This chart shows box‐and‐whisker plots of hourly CO₂ intensity (in grams of CO₂ equivalent per kWh) for Germany (left panel) and France (right panel) over a full year (2024). #nuclear #cleanenergy
This heatmap illustrates how wind farm output in three major Australian states is strongly influenced by both time of day (with lower midday outputs) and larger‐scale regional wind events (producing simultaneous highs or lows across multiple farms).
#heatmap #windenergy #nem
#heatmap #windenergy #nem
January 16, 2025 at 11:26 PM
This heatmap illustrates how wind farm output in three major Australian states is strongly influenced by both time of day (with lower midday outputs) and larger‐scale regional wind events (producing simultaneous highs or lows across multiple farms).
#heatmap #windenergy #nem
#heatmap #windenergy #nem
This violin plot shows how each NSW black‐coal generator’s capacity factor (CF) varies across six different 4‐hour windows over the course of 2024. Note how hard they are still working, particularly from 5pm - 8pm. #energy #coal #nsw #nem #transition
January 14, 2025 at 9:57 PM
This violin plot shows how each NSW black‐coal generator’s capacity factor (CF) varies across six different 4‐hour windows over the course of 2024. Note how hard they are still working, particularly from 5pm - 8pm. #energy #coal #nsw #nem #transition
I better hop to it and do a 2024 version.
January 13, 2025 at 8:53 AM
I better hop to it and do a 2024 version.
December duck curve in Victoria, Australia (2012-2024)
January 11, 2025 at 11:41 PM
December duck curve in Victoria, Australia (2012-2024)
2024 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P
@electricitymaps.com @chrisbowenmp.bsky.social
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P
@electricitymaps.com @chrisbowenmp.bsky.social
January 4, 2025 at 1:01 AM
2024 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P
@electricitymaps.com @chrisbowenmp.bsky.social
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P
@electricitymaps.com @chrisbowenmp.bsky.social
NEM Regional Reference Price (RRP) boxplots focusing on prices greater than $5,000 (2011-2024).
#geom_boxplot #geom_jitter #rstats #ggplot2 #electricity #prices
#geom_boxplot #geom_jitter #rstats #ggplot2 #electricity #prices
November 25, 2024 at 9:58 PM
NEM Regional Reference Price (RRP) boxplots focusing on prices greater than $5,000 (2011-2024).
#geom_boxplot #geom_jitter #rstats #ggplot2 #electricity #prices
#geom_boxplot #geom_jitter #rstats #ggplot2 #electricity #prices
November 2024 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P
@electricitymaps.bsky.social
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P
@electricitymaps.bsky.social
November 17, 2024 at 3:07 AM
November 2024 mean CO2 intensity (gCO2eq/kWh) and power consumption breakdown (%). Data via Electricity Maps, table via R {gt} package.
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P
@electricitymaps.bsky.social
#rstats #gt #energy #energytransition #electricity #data #datavisualisation
Methodology: lnkd.in/gaXQmQ-P
@electricitymaps.bsky.social