Gas-Fired Power Still Looks A Safe Bet For Centrica In The Renewables Era
I feel rather surprisingly, the title of this post, is the same as this article on the Guardian.
You’d think, that they would be critical of Centrica for keeping the gas power stations going.
But this is the sub-heading.
There will still be a need to have gas in the wings to keep the lights on, so the financials stack up on Severn plant purchase.
So why should Centrica buy a 832 MW closed cycle gas fired power station?
These posts describe, what Centrica have done at Brigg with another closed cycle gas fired power station.
- Construction Under Way To Double Power Station Capacity At Centrica’s Brigg Energy Park
- Hydrogen Milestone: UK’s First Hydrogen-to-Power Trial At Brigg Energy Park
Will Centrica be taking closed cycle gas fired power stations and making them more efficient to provide the back up to wind farms, when wind is having an off day?
I wouldn’t be surprised, if Centrica put a big battery on the two sites, as after all they are a godparent to Highview Power.
Are there any more closed cycle gas fired power stations, that they can acquire?
I asked, Google AI,”How many closed cycle gas fired power stations are there in the uk?” and received this answer.
As of early 2026, there are approximately 35 active combined cycle gas turbine (CCGT) power stations—often referred to as closed-cycle—in the UK.
These plants provide the bulk of the UK’s gas-fired capacity, totaling roughly 30-35 GW along with smaller, single-cycle (OCGT) plants which are used for backup.
Total Capacity: The total capacity of all gas-fired generation (CCGT and others) is approximately 35.7 GW.
Role in Power Mix: CCGTs are highly efficient and provide baseload power, while OCGT plants (about 14+ sites) are typically used for peak demand.
Key Locations: Major plants include Pembroke (RWE), Staythorpe (RWE), Didcot B (RWE), and Connah’s Quay (Uniper).
These plants remain the largest single source of electricity generation on the UK grid, though they are increasingly being paired with carbon capture proposals.
I think, that Engineer Baldrick is now working for Centrica and he has a cunning plan to use efficient CCGT power stations to back up the wind.
Consider.
- Severn power station is an 832 MW combined cycle power plant running on natural gas, which is located near Newport in South Wales.
- 4.5 GW of offshore wind is to be built near Port Talbot.
- Will some hydrogen generated by HiiROC be used to part-fire Severn power station and reduce its carbon footprint.
- South Wales can easily find space for a couple of Highview 300 MW/3.2 GWh CRYOBatteries.
- It would be useful to have a good-sized hydrogen store in South Wales.
That mix would surely provide enough reliable power for green steelmaking and a few data centres.
The Former Unilever Site At Warrington – 6th May 2026
I went past this site twice yesterday on my way to and from Blackpool.
I took these pictures going Northwards.
And I took these pictures going Southwards.
A quick search of the Internet on my phone revealed.
- It was a former soap works, that had previously been owned by Unilever.
- The site was now going to be developed as a data centre.
This OpenRailwayMap shows the railways through the area.
Note.
- Warrington Bank Quay station is indicated by the blue arrow in the middle of the map.
- The Unilever site is to its North-West.
- Warrington Bank Quay station is a major station on the West Coast Main Line and will probably be on High Speed Two, which will share tracks with the West Coast Main Line.
- The two East-West lines are not electrified.
- Warrington West is a relatively new station, that I wrote about in 2020, in The New Warrington West Station.
This OpenRailwayMap shows the railway lines between Liverpool and the coast in the West and the West Coast main Line in the East.
Note.
- The Merseyrail third rail network shown in lilac.
- Electrified tracks shown in red.
- Tracks without electrification shown in black.
- Warrington Bank Quay station indicated by the blue arrow.
- The West Coast Main Line (WCML) runs North-South at the Eastern edge of the map.
- Wigan North Western station is in the North East corner of the map.
- Wigan North Western and Warrington Bank Quay stations are both on the WCML.
Five lines connect the Liverpool local network to the WCML.
- The top unelectrified line connects the new Headbolt Lane station to Wigan Wallgate station.
- The most Northerly electrified line connects Liverpool Lime Street and Wigan North Western stations via Huyton station.
- The second electrified line connects Liverpool Lime Street and Manchester via Newton-le-Willows station.
- The most Northerly of the bottom pair of unelectrified lines connects Liverpool Lime Street and Manchester via Warrington Central station.
- The final line is a freight line between Liverpool and Manchester along the Mersey. This line runs under the WCML
The last line is likely to be upgraded to become Northern Powerhouse Rail between Liverpool Lime Street and Manchester via Manchester Airport.
This picture shows a freight train passing under Warrington Bank Quay station.
This OpenRailway Map shows how the lines cross to the South of Warrington Bank Quay station.
Note.
- The electrified North-South line is the West Coast Main Line (WCML).
- There is quite a good amount of space.
Could the junction be designed, so that HS2 trains could go between Manchester and London?
Centrica Partners With Ceres Power On Solid Oxide Fuel Cells
The title of this post, is the same as this article on gasworld.
This is the sub-heading.
UK multinational energy and services company Centrica is partnering with clean tech firm Ceres Power to accelerate solid oxide fuel cells [SOFCs] production to meet forecasted ‘multi-gigawatt’ demand from industrial customers across Europe.
These three paragraphs indicate the market opportunity, that Centrica feel, that the partnership will fill.
With electricity grid connection delays impacting new industrial, commercial and digital projects, the UK and Europe are experiencing a widening gap between demand and available capacity.
Centrica aims to offer customers high‑efficiency, low‑carbon, grid independent on‑site power that can be deployed much faster than gas turbines or nuclear.
Group Chief Executive Chris O’Shea said by collaborating with Ceres’ technology it sees an opportunity to support data centres, AI and industry with cleaner power at scale. Ceres claims SOFCs can be manufactured and delivered on site to get power online “in months not years”.
It certainly sounds feasible to drop in an appropriate-sized stack of fuel cells and connect them up to the gas main.
These two paragraphs, indicate how Ceres will support Centrica.
Initially, Ceres will support Centrica in expanding a new differentiated service-led model for clean power, providing access to British technology through its expanding network of global manufacturing partners.
Ceres will assist Centrica with opportunities across project origination, installation and commissioning, remote monitoring, predictive maintenance and end of life recycling.
I have a few questions for Google AI.
Do Ceres Fuel Cells Emit Carbon Dioxide?
Google AI replied this.
Yes, Ceres Power has developed Solid Oxide Fuel Cell (SOFC) technology, known as the SteelCell®, that works on natural gas. This technology is specifically designed to be fuel-flexible, capable of converting grid natural gas into electricity at high efficiency.
Key Details About Ceres Fuel Cells and Natural Gas:
Technology Capability: The Ceres SteelCell runs on natural gas, as well as future-focused fuels like hydrogen and biogas.
Application: These fuel cells are used for distributed power generation in homes, businesses, and industrial settings (such as AI data centres).
Efficiency: When running on natural gas, the SOFC systems can achieve an electrical efficiency of around 62%, with total efficiency exceeding 90% when combined with heat recovery.
Emission Reductions: Compared to conventional combustion engines, the technology offers a 30% reduction in carbon emissions.
Current Strategy: As of early 2026, Ceres is focusing on natural gas-fueled SOFCs for stationary power markets, particularly in collaboration with partners like Centrica to address power shortages in the UK and Europe.
While the systems can be used for hydrogen in the long term, they are currently fully functional with natural gas, making them a “bridge” technology for decarbonisation.
A 30% reduction is surely worthwhile!
In What Size Are Ceres Power Holdings Fuel Cells Manufactured?
Google AI replied this.
Ceres Power Holdings’ solid oxide fuel cell (SOFC) technology is manufactured in modular, scalable sizes, with individual stacks ranging from 10-50 kW and commonly deployed in 1-5 MW power modules. These stacks are produced at manufacturing facilities with capacities like 50MW (e.g., with partner Doosan), with plans for up to 100MW annual capacity.
Key manufacturing and size details include:
Cell Component: 30–150W.
Stack: 10–50 kW.
Stack Array/Module: 100–500 kW, up to 1-5 MW modules.
Manufacturing Capacity: 50MW production facility in South Korea (Doosan), with plans for 100MW+ annual capacity in future plants.
Applications: Primarily stationary, distributed power systems for AI data centres, industrial decarbonisation, and commercial buildings.
Ceres licenses its technology to partners like Bosch and Doosan, with cell technology based on low-cost printed steel substrate
How Much Power Does A Top Of The Range MRi Scanner Use?
I am asking this question, as it is surely something you might power with a Ceres fuel cell powered by natural gas.
Google AI replied this.
A top-of-the-range MRI scanner (such as a 3-Tesla or 7-Tesla system) is highly energy-intensive, consuming substantial power 24/7 to maintain its superconducting magnet. During active scanning, power usage often ranges from 25 kW up to 80 kW or more.
Here is a breakdown of the power consumption for high-end MRI scanners:
Power Consumption Breakdown
Idle/Stand-by Mode (24/7): The machine constantly consumes roughly 6 to 7 kW for background cooling (liquid helium refrigeration).
Standard Scanning: Productive scanning sessions typically demand around 25 kW.
High-Demand Scanning: Demanding examinations (e.g., head examinations with EPI sequences or special angles) can cause power usage to surge to 70 kW to 80 kW.
System Total: A 3T MRI, including cooling systems (chillers) and peripheral electronics, might require a 3-phase, 480V, 200A supply—roughly equivalent to the capacity of six modern houses.
Conclusion
This seems to be a deal with a large number of possibilities.
Speaking from my past experience of banks and financing, where the bill is ultimately paid by a reputable individual or company like Shell or BP, I believe that Centrica will have no difficulty in financing lots of these systemsusing instiutions like Lloyds or Deutsche Bank.
Data Centre In The Shed Reduces Energy Bills To £40
The title of this post, is the same as that of this article on the BBC.
This is the sub-heading.
An Essex couple have become the first people in the country to trial a scheme that sees them heat their home using a data centre in their garden shed.
These three introductory paragraphs add some detail.
Terrence and Lesley Bridges have seen their energy bills drop dramatically, from £375 a month down to as low as £40, since they swapped their gas boiler for a HeatHub – a small data centre containing more than 500 computers.
Data centres are banks of computers which carry out digital tasks. As the computers process data, they generate lots of heat, which is captured by oil and then transferred into the Bridges’ hot water system.
Mr Bridges, 76, says keeping his two-bed bungalow near Braintree warm was a necessity as his wife has spinal stenosis and is in “a lot of pain” when it gets colder.
I think this simple idea is absolutely brilliant and very technically sound.
Here are some further thoughts.
It Would Be Ideal For A House Like Mine
My house is a modern three-bedroomed house with a garage and when I asked Google AI how many UK houses had garages, I received this answer.
Approximately 38% of dwellings in England have a garage, according to a 2020 report. While a specific UK-wide figure is not available, extrapolating this percentage to the total number of UK dwellings suggests there are over 10 million houses with garages, though the actual figure may vary across different regions.
Looking at the picture in the BBC article, I feel that this HeatHub could fit in my house.
I would expect that any house with a garage, a small garden or a big enough boiler space could accommodate a HeatHub.
Obviously, the house would need.
- A boiler, that provides heating and hot water.
- A good broadband connection.
My house has both.
Would My House’s Heating System Need To Be Modified?
It looks like it’s just a boiler replacement, so I don’t think so, but it may need to be moderbnised with digital controllers to get the best out of the system.
Will There Be Other Systems Like Thermify’s Heat Hub?
Some of our electricity suppliers seem very innovative and the market is very competitive.
Would they just sit back and let coompetitors take their customers? I doubt it!
So I suspect there will be other systems, each with their own features.
I have already, written about heata, which uses similar principles to give affordable hot water in British Gas Partners With heata On Trial To Reuse Waste Heat From Data Processing.
The BBC article gives some examples of data centres used to provide heating, so it is worth reading the full article.
What Caused The Amazon Web Services Failure?
This article on Reuters is entitled Amazon’s AWS Struggles To Recover After Major Outage Disrupts Apps, Services Worldwide, sums up today’s big news story.
But what went wrong?
I asked Google AI, where BT have their data servers and received this reply.
BT hosts its data servers in various locations across the UK, including London, Birmingham, and Dublin, Ireland, as well as in mainland Europe such as Frankfurt, Germany, and Amsterdam and Nieuwegein, Netherlands. They also have a presence in the United States, with facilities in locations like New Jersey.
Note.
- Nieuwegein is South of Amsterdam.
- There’s almost a direct straight-line route between Dublin and Frantfurt.
- Cambridge would lie on that straight-line route.
- BT’s Research at Martlesham in Suffolk would lie on that straight-line route.
- Is BT’s worldwide network closely monitored from BT Research?
- For more about BT Research read their Wikipedia entry.
- The straight-line route by-passes London.
The network seems comprehensive and well spread-out.
These are my thoughts.
The Value Of Research
I asked Google AI, if there were any spin-out companies from BT Martlesham and received this reply.
Yes, spin-out companies have been formed from BT’s Adastral Park research facility, including Real Time Content (RTC) and iome. Both companies were supported by BT and developed technologies based on research from the Martlesham site, with RTC focusing on personalized video services and iome providing location-based services through mobile internet.
I used to live near to BT’s Research Centre until 1990.
At the time, I was writing Artemis, the project management system and the multi-user version of that software and a BT research computer system used the same Hewlett-Packard hardware and an operating system written by BT at Martlesham.
Because of this connection, I learned a lot about their methods and the breadth of the research being carried out in Suffolk and was generally impressed.
I would suspect that legacy telecom companies like BT, France Telecom and Deutsche Telecom spend a lot of money on research. Do newer companies spend similar amounts?
Having a good research department behind you is an excellent form of insurance!
Will BT Research Have A Reliable 24/7 Power Supply?
Consider.
- By 2030, there will be upwards of 4 GW of offshore wind power along the Suffolk coast.
- Sizewell B will be 22 miles away, pumping out 1.2 GW until at least 2035.
- Sizewell C could be pumping out 3.3 GW from the mid-2030s.
- The 1.8 GW LionLink between Walberswick in Suffolk and The Netherlands could be in operation by 2030.
I am fairly sure that BT Research will have enough power, even if several data centres are built on the Martlesham site.
The Domain Name Res0lution Problem
Consider.
- The root causeof Amazon’s disaster appeared to be problems with its domain name resolution system.
- Executing fast lookup of domain names is critical.
I had a similar problem with the project management system ; Artemis, when I extended it to be one of the first relational databases in the 1980s. So I went to IBM’s library on the South Bank and dug out all their 1950s papers on looking up keys in tables.
In those days, with slower computers, which had smaller amounts of memory, the efficiency of the algorithm was very important and I got a significant improvement in look-up speed, by digging up ideas from the past.
If anybody wants to check out their algorithm with me, I’m always happy to oblige, but at 78 with poor eye-sight I’m probably past coding anything myself.
When I was dealing with BT Research, they would have made sure that something like domain name resolution was given the full research treatment.
My Conclusion
As I don’t have all the data, I will not speculate, but will await Amazon’s conclusion with interest.
Canal Water To Heat Some Of Liverpool’s Most Famous Buildings In Hi-Tech Carbon-Cutting Scheme
The title of this post is the same as that of this press release from Liverpool City Region.
These five bullet-points act as subheadings.
- Energy generated from Leeds and Liverpool canal by one of the UK’s largest water source heat pumps
- Announcement comes as Mersey Heat Energy Centre officially opens
- Scheme to connect Georges Dock, Cunard and the Museum of Liverpool buildings to Mersey Heat Network
- Joint project between Combined Authority, Liverpool City Council and National Museums Liverpool
- Key part of Combined Authority plan to reach net zero by 2035
These introductory paragraphs add more detail.
Three major public buildings on Liverpool’s waterfront are to slash carbon emissions by joining a heat network driven by energy from canal water.
Under the plan, an extended pipeline will connect Georges Dock building, the Cunard building, and the Museum of Liverpool, part of National Museums Liverpool (NML), to the Mersey Heat network.
The newly opened Mersey Heat Energy Centre is already supplying the Liverpool Waters site, the Titanic Hotel and the Tobacco Warehouse apartments.
It uses one of the UK’s largest water source heat pumps to extract energy from the Leeds and Liverpool Canal to power a network of heating pipes.
The project is the latest in the Liverpool City Region’s five-year carbon action plan and journey to reach net zero. The Combined Authority has recently secured an additional £35m to decarbonise dozens of other public buildings from the Department of Energy Security and Net Zero.
This map of the Liverpool Waterfront shows the canal and some of the buildings mentioned.
Note.
- In the top-left corner is Everton’s new Hill-Dickenson Stadium, which at the time of this map was under construction.
- The pink arrow to its right indicates the Titantic Hotel.
- The Leeds and Liverpool canal passes on the South side of the hotel.
- On the other bank of the canal is the Tobacco Warehouse.
- The canal goes East and then turns North before going all the way to Leeds. The Wikipedia entry gives full details of the canal.
- From the Titanic Hotel, the Leeds and Liverpool Canal also turns South and boats can go along Liverpool’s famous Waterfront to Canning Dock, in front of the Tate Liverpool.
- The red arrow marks the Liver Building.
- Georges Dock building, the Cunard building, and the Museum of Liverpool are just to the South the Liver Building.
- To the East of the Liver building, there is Liverpool City Centre, with beyond it Liverpool Lime Street station, with another collection of important buildings including St. George’s Hall, the Picton Library, World Museum and the Walker Art Gallery.
The Combined Authority will not have a shortage of buildings to decarbonise with the £35m from the Department of Energy Security and Net Zero.
These are my thoughts.
What Is A Water Source Heat Pump?
I asked Google AI this question and received this answer.
A water source heat pump (WSHP) is a highly efficient, low-carbon renewable energy system that extracts heat from a nearby water source like a lake, river, or canal to provide heating and hot water for a building, and can also be used for cooling. It works by using electricity to transfer this thermal energy into the building’s heating system, offering a more efficient alternative to traditional boilers and reducing energy bills. There are two main types: closed-loop systems, which circulate a fluid through pipes submerged in the water, and open-loop systems, which directly pump and then discharge the water.
Is Mersey Heat Energy Centre A Closed Or Open-Loop Water Source Heat Pump?
I asked Google AI this question and received this answer.
The Mersey Energy Heat Centre uses an open-loop water source heat pump system. It abstracts water from the Leeds and Liverpool Canal, extracts heat from it, and then returns the water back to the dock system.
As the Leeds and Liverpool Canal is 127 miles long, and there appears from the map to be a lot of water in the docks at the Liverpool end, I would expect that Liverpool will have more than enough water to extract heat from.
Where Exactly Is The Mersey Heat Energy Centre?
In this article on Place North West, which is entitled Work Begins On Peel’s Mersey Heat Energy Centre, has this image, which is labelled as the Mersey Heat Energy Centre.
Note the large building in the foreground with the circular objects on the roof. Could these be fans or vents?
This Google Map shows the area.
Note.
- The two docks at the top of the map can be picked out in the image.
- The main breakwater on the left, which is marked Isle of Man Steam Packet Company, looks very similar to the one shown in the image.
- The bridge between the two docks on the left appears to be the same in both map and image.
I am fairly sure, that the large building on the breakwater with the three circles on the roof, is the Mersey Heat Energy Centre.
It certainly looks to be a building, that could provide a substantial amount of heat and power .
What Is The Output Of The Mersey Heat And Energy Centre?
I asked Google AI this question and received this answer.
The Mersey Heat and Energy Centre produces low-carbon heat for up to 6,700 homes and 1.3 million square feet of commercial space, aiming to deliver around 20GWh of heat per year. The project is also planned to expand to supply around 45GWh annually. This heat is delivered to buildings for their heating and hot water needs through the Mersey Heat network.
This article on Place North West, also has this similar answer.
Led by district heat network specialist Ener-Vate, the Mersey Heat Energy Centre will feature two 3MW water source heat pumps that would work on an ‘open loop’ system to take heat from water from the Leeds-Liverpool canal. This heat would be used to warm surrounding homes and businesses within six kilometres.
Plans form the first phase of Peel NRE’s Mersey Heat network. The initial project could supply 20GWh of heat every year, with planning permission secured to expand to supply around 45GWh – the equivalent of supplying heating and hot water to 17,000 homes.
It looks like we’re getting similar answers from different sources.
Does the Merseyside Area Have Enough Green Electricity To Power A Large Water Source Heat Pump?
In Could Liverpool Develop A Massive Zero-Carbon Data Centre?, I calculated the operational and planned offshore wind power in Liverpool Bay and got these results.
- 2509 MW has been commissioned.
- 3980 MW is being planned.
That is a total of 6489 MW or about twice the output of Hinckley Point C nuclear power station.
This map shows the existing wind farms in the sea between Liverpool, Lancashire and the Isle of Man.
Note.
- Each green arrow is a wind farm.
- There is the 2452 MW Heysham nuclear power complex near Lancaster.
- The Western HVDC Link is a 2250 MW connection between Hunterston in Western Scotland near Glasgow and Connah’s Quay on the Wirral.
- I also suspect more space in Liverpool Bay could be developed with wind farms.
Spinal Tap turned the power up to 11, Liverpool, being Liverpool, they have enough power to go to at least sixteen.
Will Merseyside Have Lots Of Data Centres?
Consider.
- It has the power.
- It has the water.
- The locals speak a form of English.
- Merseyside will be two hours from London by train.
- There are two Premier League football teams.
- The golf courses are good.
- It is a city that is famous all over the world.
I am sure the number of data centres will grow.
Ørsted Raises EUR 7.98 Billion In Oversubscribed Rights Issue
The title of this post, is the same as that of this article on offshoreWIND.biz.
This is the sub-heading.
Ørsted has completed its rights issue, raising DKK 59.56 billion (approximately EUR 7.98 billion) with a subscription rate of approximately 99.3 per cent, the company said on 6 October.
These two introductory paragraphs add more details.
Existing shareholders were offered new shares at DKK 66.60 (EUR 8.92) each. The demand for shares not taken up via the rights issue was “extraordinarily high,” according to the developer’s announcement of the Rights Issue results, and allocations were capped per application, meaning no subscriptions were required under the underwriting bank syndicate.
As reported in August, the company appointed a syndicate of BNP PARIBAS, Danske Bank A/S and J.P. Morgan SE as Joint Global Coordinators, next to Morgan Stanley & Co International, to jointly underwrite the rights issue for the approximately 49.9 per cent that would not be subscribed to by Ørsted’s majority shareholder, the Danish state (50.1 per cent).
I dread to think what spiteful punishment that Trumpkopf will inflict on Ørsted.
But the oversubscribed Rights Issue may be good news for the UK.
Ørsted has only one major project under development or construction in the UK.
But it is the large Hornsea Three wind farm, which has this opening paragraph on its web site.
Hornsea 3 Offshore Wind Farm will deliver enough green energy to power more than 3 million UK homes. An £8.5 billion infrastructure project, Hornsea 3 will make a significant contribution toward UK energy security, as well as the local and national economy.
Note.
- Ørsted are raising £7.98 billion and spending £8.5 billion, which must do something for the UK’s economy.
- Hornsea 3 will have a generating capacity of 2.9 GW.
- Ørsted are now delivering the world’s single largest offshore wind farm.
- Hornsea 3 will connect to the National Grid at Swardestone in Norfolk.
In Grid Powers Up With One Of Europe’s Biggest Battery Storage Sites, I describe how the 300 MW/600 MWh Swardestone BESS will be built, where Hornsea 3 connects to the grid.
As Swardestone will have 2.9 GW from Hornsea 3 and a powerful battery, I would expect someone will be looking to site a data centre or something with a need for a lot of stable electricity at or near Swardestone.
In Opportunity For Communities To Have Their Say On National Grid Proposals For Norwich To Tilbury Project, I talk about a line of pylons between Swardestone and Tilbury and show this map of the route.
This page on the National Grid web site has an interactive version of this map.
Note.
- The mauve line indicates the route of the Norwich to Tilbury project.
- Swardestone is at the Northern end of the project a few miles South of Norwich.
- Tilbury is at the Southern end of the project on the Thames estuary.
- The project connects Norwich, Ipswich, Colchester and Chelmsford to Hornsea 3 at Swardestone.
- I suspect the project will connect to Ipswich at the Bramford substation.
- The Sizewell nuclear site is to the North-East of Woodbridge and connects to the grid at the Bramford substation.
I know East Anglia well and I would suspect that Norwich, Ipswich, Colchester, Chelmsford and Southend-on-Sea could support one or more data centres.
Conclusion
I asked Google AI, who owns Hornsea 1 and received this reply.
Hornsea 1 is owned by a partnership including Ørsted, Equitix, TRIG, GLIL, Octopus, and Brookfield, with Ørsted also providing the operational management. A 2018 agreement between Ørsted and Global Infrastructure Partners (GIP) originally established the 50/50 joint venture for the project.
I then asked Google AI, who owns Hornsea 2 and received this reply.
The ownership of the Hornsea 2 wind farm is shared between several entities, including a 37.55% stake held by Ørsted, a 25% stake each by AXA IM Alts and Crédit Agricole Assurances, and a 12.45% stake held by Brookfield. The wind farm is located offshore in the UK’s North Sea, approximately 89 km off the Yorkshire coast.
In November 2019, I also wrote World’s Largest Wind Farm Attracts Huge Backing From Insurance Giant.
It does seem to me that Ørsted are past masters of developing a wind farm, then selling it on and using that money to develop the next wind farm.
The Rights Issue just makes that process easier.
America’s Looming Electricity Crisis Is Trump’s Achilles’ Heel
The title of this post, is the same as that of this article in the Telegraph.
This is the sub-heading.
Culture war banter and point-scoring have left Maga facing a self-inflicted energy shortage
These are the first three paragraphs.
The US is in danger of losing the global AI race for the most banal and careless of reasons: it is critically short of electricity.
The country is sitting on a neglected pre-modern grid that cannot meet surging power demand for data centres, cryptocurrencies, the reshoring of semiconductor plants and the proclaimed revival of the American industrial base.
Nor can it meet the needs for air conditioning through hotter and more humid summers. While we all talk about AI, the chief cause of rising electricity use last year was for cooling. Bitcoin mining took another 2pc of US power, for no productive purpose.
It looks like we can add simple arithmetic to the skills the Trump Administration lacks.
The Telegraph article and myself have some other thoughts.
The Planned Increase In Electricity Is A Fifth Of What’s Needed
This is a paragraph from the Telegraph.
The US Energy Department said in its Resource Adequacy Report in July that the planned increase in firm electricity supply is a fifth of what is needed by 2030.
In Renewable Power By 2030 In The UK, I stated that by 2030, the UK would add nearly 59 GW of offshore wind.
Surely, using the population size difference of four times, 240 GW of offshore wind, would do the USA nicely?
But, Trump doesn’t like wind turbines.
Texas Has A Shortage Of Electricity
These are two paragraphs from the Telegraph.
The Texas grid operator Ercot expects peak power demand in its region to soar from 87 gigawatts (GW) this year to 138 GW by 2030. This is physically impossible.
Texas passed a law in June giving the state emergency authority to cut off power to data centres. Ercot is already having to deploy “mobile generation plants” at exorbitant cost to avert blackouts even today.
It sounds pretty desperate.
Texas needs another 51 GW by 2030, which is less than we intend to delivery from just offshore wind.
If Little Great Britain can do it, then surely Texas can? After all, Texas is three almost times larger than the UK.
I get the idea, that someone isn’t doing any planning.
The United States Needs A Lot Of Transformers
These are three paragraphs from the Telegraph.
The National Infrastructure Advisory Council (Niac) says the average age of America’s 60 million large power transformers is 38 years. Many are beyond their design life.
The US supply chain is not capable of delivering the 12 million new transformers needed each year to keep the show on the road. The backlog has risen to four years. The cost of transformers has jumped 80pc since the pandemic.
There is an acute shortage of electrical steel needed to make them. This comes mostly from China, Japan, Korea or Germany. In his infinite wisdom, Trump has imposed 50pc tariffs on steel, aluminium and copper. That cost shock has yet to feed through.
The Niac says it is a similar tale for “other critical grid components such as conduit, smart meters, switchgear and high-voltage circuit breakers”.
It looks like, there’s another fine mess, you’ve got us in, Donny!
Maga Wants More Coal
These are three paragraphs from the Telegraph.
The quickest way to generate more power is to roll out wind and solar. Trump is actively intervening to obstruct this. Maga wants coal instead.
This week the administration announced $625m of taxpayer subsidy to “expand and reinvigorate” the coal industry. It will open new federal lands, slash the royalty fees for extracting coal, and lift curbs on mercury pollution.
“In addition to drill, baby drill, we need to mine, baby, mine,” said Doug Burgum, the interior secretary.
When it should be spin, baby, spin.
Conclusion
Read the article in full.
We certainly, don’t want anybody, with an energy policy like Trump, influencing the UK’s energy policy.
If Trump carries on like this, he’ll end up in a terrible mess.
Ørsted In Talks To Sell Half Of Huge UK Wind Farm To Apollo
The title of this post, is the same as that as this article in The Times.
This is the sub-heading.
The US investment giant is eyeing a 50 per cent stake in the Danish energy company’s £8.5 billion Hornsea 3 project off the Yorkshire coast
These are the first three paragraphs, which add more detail.
An American investment giant is negotiating a deal to buy half of what will be the world’s largest off-shore wind farm off the coast of Yorkshire from the troubled Danish energy company Ørsted.
New York-based Apollo, which oversees assets of about $840 billion, is in talks with Ørsted about acquiring a 50 per cent stake in Hornsea 3, an £8.5 billion project that started construction in 2023 and will be capable of powering more than three million UK homes.
A transaction would be a boost for Orsted, which has come under pressure in recent months from rising costs and a backlash against renewables in the United States by President Trump. Orsted started the process of selling a stake in Hornsea 3 in 2024 and said last month that it had an unnamed preferred bidder for the asset, which the Financial Times first reported was Apollo.
I have written several times about Ørstedregularly building a large wind farm and then selling it, so they must be doing something right.
In World’s Largest Wind Farm Attracts Huge Backing From Insurance Giant, I wrote about how Aviva bought Hornsea 1 from Ørsted.
One of the guys at Aviva explained that these sort of investments gave the right sort of cash flow to fund insurance risks and pensions.
Now that Trump has attempted to give his kiss of death to wind power in the United States, will US funds be looking for quality investments like Hornsea 3 in the UK and other large wind farms in France, Germany, Norway, Japan and Korea?
Already, Blackrock are investing billions to build a massive data centre at Blyth, where there are Gigawatts of offshore wind power and an interconnector to Norway, so that UK and Norwegian wind can be backed up by UK nuclear and Norwegian hydropower.
Highview Power And Ørsted
I wrote Highview Power, Ørsted Find Value In Integrating Offshore Wind With Liquid Air Energy Storage in November 2023.
I would have thought, that by now a battery would have been announced in one of Ørsted’s many projects.
I asked Google AI if Highview Power and Ørsted were still talking about liquid air energy storage and received this reply.
Yes, Highview Power and Ørsted are still actively involved in Liquid Air Energy Storage (LAES), having completed a joint study in late 2023 on combining LAES with offshore wind to benefit the UK grid, and the findings were presented to the government for its long-duration energy storage (LDES) consultation. They believe LAES can reduce wind curtailment, increase energy productivity, and support grid resilience, with potential projects aligned with offshore wind farm timelines.
Perhap’s Ørsted are getting their finances aorted first?
Conclusion
The Times They Are A-Changing!
The Anonymous Widower 