The logic for restricting domestic gas production never made sense. Here’s 12 quick thoughts on why opening Jackdaw to drilling is the right call. samdumitriu.com/p/the-logic-…

How building data centres could cut Britain's sky-high electricity bills by billions: - Failing electricity use has made electricity more expensive as a fixed costs of supplying power (grid, policy, balancing, etc.) are concentrated on a small share of demand. - New demand from data centres helps dilute those fixed costs. This could save £2bn a year (£69 per year) if the Government's compute target is hit. - Data centres are extremely profitable, even at high power prices. They care about speed, but the grid queue can create decade-long delays. Letting companies pay to jump the queue could raise billions. - Britain could replicate the success of spectrum auctions and sell-off faster grid connections. Accelerating 3GW by 3 years is potentially worth £12bn to data centre builders! - In the US, tech companies are making large investments in new generation (SMRs, gas, renewables) as states adopt 'bring your own power' policies. Doing the same here could accelerate clean power buildout and fund necessary gas plant renewals. samdumitriu.com/p/build-the-…