

Object Zero
24.5K posts

@Object_Zero_
Doer of the difficult. Champion for talent. Inventor of things. Builder of Machines. North Sea O&G, Nuclear Power, Subsea, Heavy Manufacturing.












The Forties Pipeline System (FPS) This is the pipeline system that carries most of the oil from the North Sea to the UK. It collects the oil from 85 different North Sea oilfields, and flows around 550,000 barrels of oil per day back to the UK mainland. For context, in total the North Sea has around 400 offshore platforms between the UK and Norway, producing and exporting both oil and gas. FPS is a British oil pipeline system. Exploration drilling for North Sea oil is currently banned on the UK Continental Shelf. It has been since the current government came to power. As a result of the drilling ban, the Forties Pipeline System is currently uninvestable according to its owner INEOS. They haven’t invested in its upkeep for 2 years. INEOS have said the pipeline will close by 2035, but without investment maybe as early as 2030, which is now just 3.5 years away. 550,000 barrels / day is equivalent to 38.96 GW of primary energy. This is 10x more energy than the UK’s new Hinkley Point C nuclear power project, which is projected to cost £48 billion for 3.2GW of electrical power. Electrical energy is joule for joule more valuable than chemical energy, but the comparison of scale is real. 38.9 GW is more energy than the entire National Grid carries. The largest energy system in the UK is not the grid it is this underwater pipeline system. With drilling banned, and the North Sea entering a period of forced closure, the Forties Pipeline System is going to close in the not too distant future. Once the pipeline is no longer economical, the entire Central North Sea oil production will collapse with it. This isn’t something that closes down gracefully, the entire Central North Sea basin reaches market through a single pipe. BP recently announced they are selling up their remaining assets and getting out, Exxon, Chevron, etc are all already long gone. Nobody wants their brand near this collapse. The tax rate is 78%, the government wants this national infrastructure to shut down. It will. The German Chancellor recently called their nuclear fleet closure a “Strategic Blunder”, interesting choice of words. But I think it was obviously a blunder to anyone outside their propaganda bubble. Likewise the UK’s North Sea. The German nuclear fleet averaged 10.3 GW of primary energy output over its operational life, which is around 1/4 the primary energy of the Forties Pipeline System. The UK has a few other pipeline systems but this one is by far the largest and the most critical. Now this infrastructure, isn’t supposed to last forever. But when it goes you should have a plan. In the UK nobody talks about this. It’s taboo. A lot of people think “yeah but they won’t let that happen”… well it happened in Germany, and it happened in Japan. A lot of people want it to happen, and a lot of those people are in politics. So what replaces this? Nothing? Is the UK just going to go silently into the night?


This 100MW data center in UAE is the largest solar powered datacenter in the world. There are currently 1,300 data centers in the world that are bigger than this one, but this one is the largest solar powered one. That’s 10 square kilometres of solar panels you can see. The datacenter itself is 0.02 square kilometres, so a solar powered datacenter is ~500x larger than a data center using any other form of power. A five hundred times larger site. UAE has some of the highest solar irradiance anywhere on Earth, it is an inhospitable desert. Averaging 9.7 hours of sunlight per day with average irradiance above 2,200 kWh/m^2. If you build this somewhere else, you need more solar panels because your irradiance will almost certainly be lower. Even if the world had an infinite supply of free solar panels, solar power will not be free. Anyone who has ever done major capital projects, who looks at where data centers need to be in the next 5 years and the next 10 years… we know it aint solar. Sorry. You struggle to even build a train track that’s 100 miles long and 10ft wide anywhere in the West, there is zero chance of build 100 square mile solar farms for GW compute. This is why people are talking about space compute. Deploying into space is one strategy to solve the constraints. But there are faster and more scalable strategies, that get you to mass deployment of multi GW data centers. There are strategies that also allow you to power the 10 billion robots and their newtonian actuators, that immediately follow the inference demand cycle. Step back and look at the full cycle of this industrial revolution… There will be billions of chips, but there will be trillions of actuators. This biggest part of this revolution is the embodiment cycle, and it’s big by a factor of 20 or 50x over the stuff that comes before it. There is no analogy in human history for the scale of this economy, of the demand it will place on energy and commodities. The humans own the Earth, and if you exist inside their legal system, they won’t let you turn the surface of their planet into glass. But they do want your chips and your actuators to serve their needs and desires. There is a way to do all of this, and so it will happen.

I got community noted, so a couple of important corrections. The data center is not 0.02 square km as I wrongly claimed, it is in fact 0.016031925 square km. I apologise for this rounding inaccuracy. Also, I clipped out the wider solar park that supplies much of the power to Dubai. I felt this confused the point I was making. Which was the 900MW solar park with its 24% capacity factor (216MW), powers the 100MW data center (that’s 100MW of rack load) plus its cooling and HVAC demands in this 50°C plus desert. The ratio of data center to solar panel area is pretty much exactly as shown in the original post. It’s not more than +/- 10% difference. People are wrong to assume a 900MW solar farm provides 900MW of electricity, it does not. It produces a lot less People are also wrong to assume a 100MW data center consumes 100MW of electricity, it does not. It consumes a lot more, especially in a hot desert.






This 100MW data center in UAE is the largest solar powered datacenter in the world. There are currently 1,300 data centers in the world that are bigger than this one, but this one is the largest solar powered one. That’s 10 square kilometres of solar panels you can see. The datacenter itself is 0.02 square kilometres, so a solar powered datacenter is ~500x larger than a data center using any other form of power. A five hundred times larger site. UAE has some of the highest solar irradiance anywhere on Earth, it is an inhospitable desert. Averaging 9.7 hours of sunlight per day with average irradiance above 2,200 kWh/m^2. If you build this somewhere else, you need more solar panels because your irradiance will almost certainly be lower. Even if the world had an infinite supply of free solar panels, solar power will not be free. Anyone who has ever done major capital projects, who looks at where data centers need to be in the next 5 years and the next 10 years… we know it aint solar. Sorry. You struggle to even build a train track that’s 100 miles long and 10ft wide anywhere in the West, there is zero chance of build 100 square mile solar farms for GW compute. This is why people are talking about space compute. Deploying into space is one strategy to solve the constraints. But there are faster and more scalable strategies, that get you to mass deployment of multi GW data centers. There are strategies that also allow you to power the 10 billion robots and their newtonian actuators, that immediately follow the inference demand cycle. Step back and look at the full cycle of this industrial revolution… There will be billions of chips, but there will be trillions of actuators. This biggest part of this revolution is the embodiment cycle, and it’s big by a factor of 20 or 50x over the stuff that comes before it. There is no analogy in human history for the scale of this economy, of the demand it will place on energy and commodities. The humans own the Earth, and if you exist inside their legal system, they won’t let you turn the surface of their planet into glass. But they do want your chips and your actuators to serve their needs and desires. There is a way to do all of this, and so it will happen.
















Really? The gap between the 33.7% Shockley-Queisser limit and the 93.3% Landsberg limit also comes down to the concept of bandgaps. So there’s a one time maximum theoretical gain of 176% for solar cells to improve. I suggest this is totally and utterly dwarfed by the untapped gains available in silicon chips and computer science.


