ENERGY ON-DEMAND POWER MARKET ENVIRONMENT GLOBALLY AND AUSTRALIA

NO QUESTION, EVERYBODY KNOWS (ESP. DATA SERVER COMPANIES) = ITS VERY BIG =TRILLIONS $$$

Clean LDES Contenders with no viable, “economically feasible’ plan, or even any Sales, list on Global Exchanges at Multi Billion Valuations on merely Hope (REFER Technical / Contenders)

PROBLEM

If there was any doubt after a decade of empirical proof of non delivery, the global desperation for affordable energy in processing has placed a spotlight on the need for On-Demand Power of which Wind & Solar is not (hence why it is called “Intermittent” or Variable Renewable Energy “VRE”). On-Demand is required by all industrial processing, especially Data Centre Intense Compute.

VRE remains largely useless for Grid Base Load, particularly the power needed for our paradigm shifting and changing World of “Intense Compute” Data Servers / AI Factories.

This has been totally reinforced by the “John Henry” Game Changing moment of AI (now on listed planned Data Centres and AI Factories the largest global commercial wholesale consumer of Power) where only UPS/On-Demand Power Supply will do.  

Cost of Wholesale Energy has seen virtually all processing and manufacturing leave Australian Shores.

A complete denial of the problem has seen Grid Wholesale Prices rise 500% from $50/MWh to $200/MW and a deficiency gap of ON-DEMAND Power of over 25,000MW, as the largely useless VRE Farms (many now uneconomic) are deceptively or incompetently stated to “replace” the mothballed fossil fuel generators.

The sin of this denial is in the band aid that is the Li-Ion Battery Energy Storage System “BESS” (it is not storage), incorrectly claimed to be a solution to “Firm” Wind & Solar (provide sufficient storage so that Wind & Solar Farms can store and discharge for at least a 24 hour period). Whereas BESS are actually used to take advantage of the broken Electricity Trading Market and discharge at great profit for average periods of only 15 minutes.

 This has led to market spikes where Power Prices can go up to $25,000/MWh and $1000/MWh income common place for the banks of BESS.

 No better example of the broken system is in South Australia where BESS companies take around 25% of Grid Revenue for only a 1% contribution to Generation.

NO PLACE TO HIDE 

The ferocious need for ON Demand of the “Intense Compute” Sector (Data Server / AI Factories) and the rising status of this Sector as an Essential Utility to be the largest consumer of Wholesale Power in the world now leaves the Grid and VRE with no place to hide the truth is too obvious.

So to, it is inconceivable that the Grid (tax payers) will be able to supply the 10GW of On Demand Capacity these Centres require. The Centres are effectively Power Generators with Factories turning Dumb Electrons to Smart Electrons and if they do not have an On-site Behind the Meter Distributed Energy plan, they are going nowhere. Only those with “BYO” Power will survive.

Firmus Technologies is proof of this. Its an AI Factory with NVIDIA provided gear and its only unique selling point is its Clean On-Demand Power “Contract” or LoU (not confirmed) with Hydro Tasmania of 90MW that results in its Implied Value of $6.0 Billion.  This indicates the Market Value of Clean On Demand Power that TORC can deliver and operate in.

TORC SOLUTION FOR THE TRILLION $ OPPORTUNITY

GAME CHANGER

• Transformational Shift in Power Distribution to On-Site/Distributed Energy where Cables & Wires Grid are Redundant

• The Game Changer impact of Intense Data Compute and AI Factories has delivered nothing short of a revolution (of scale of muscle to steam) for Electricity Generation.

• The Commodity of Data has freed Energy Distribution from pipes, cables & wire Grid (especially Grids controlled and in Zambia payment risk poor) to on-site production and direct sale of smart electrons via the internet and “cloud”. “Transport to Market” options are now many including Star Link.

• Electricity can now be exported across borders without cables & wires for US$ to prime Off-Takers On-Site anywhere in the World.

• AI data production demand now ranks (after Aluminium and Steel) as the largest commercial consumer of power in the World.

• Producers of this commodity cannot be on the traditional grid and must be built where the power is generated.

• The processed commodity product is merely the conversion of dumb electrons to smart electrons where traditional Power Purchase Agreements redundant (usually subsidies for VRE) and On-Site Distributed spot production of AI Tokens as supplied into a ferocious multi Trillion US$ Market.  

• The transition to this Behind the Meter / On-Site / Distributed Energy dwarfs the monumental shift in telecom from impossible land line infrastructure to Mobile-Phone Cell Nets (comparable to Distributed Energy).