2. An enormous amount of idle capacity in the middle of the night – all this infrastructure and equipment, that is not used in the middle of the night because electricity demand in the middle of the night is minuscule, compared to the peak demand...
“Future demand cannot be met from identified supply sources, and from the beginning of the next decade, planned mines and prospective mines – as well as increasing amounts of so-called unspecified supply – will need to come into production to meet requirements under the Reference Scenario.” ...
While some of the big IT platforms have recently shown interest in advanced reactors to power their data centers, the amounts of money they have committed to put their toes in the water won’t build even one SMR much less a fleet of them. Amazon, Google, and Microsoft have all made it...
all dollar amounts discussed are in Canadian dollars. Please see the Management’s Discussion and Analysis ("MD&A") for the three months and year ended December 31, 2023, for further detail on the matters discussed