Not all full-year data is available for 2024, so I will most probably do another post when final numbers are there, but this is the season for yearly reviews and those that I have read have given me a strong desire to argue against what seems to be obvious to mainstream commentators. Amongst the “certainties” from this year: demand for power is exploding thanks to AI and data centers, nuclear is back, and US oil & gas is saving the … read more »
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