News from the People Powering a Cleaner Future
Project update 3
MYO milestone 5
Fuel cycle 12
AUGUST 2024
04
News from the People Powering a Cleaner Future
Construction
update
3
Early Learner
Assistance
AI’s demand
for nuclear
12
ISSUE 05
DECEMBER 2024
he Etango Uranium Project team has just
he Etango Uranium Project team has just
witnessed its first blasting on site – and
witnessed its first blasting on site – and
what a sight it was. The blasting is for the area
what a sight it was. The blasting is for the area
where the primary crusher will be built and
where the primary crusher will be built and
marks the excellent progress the construction
marks the excellent progress the construction
team is making.
team is making.
Following completion of the first two early
Following completion of the first two early
works contracts approved for Etango – the
works contracts approved for Etango – the
construction water supply and site access
construction water supply and site access
road – and the financial capacity delivered
road – and the financial capacity delivered
by Bannerman Energy’s recent equity raising,
by Bannerman Energy’s recent equity raising,
we have moved to the next phase: long-lead
we have moved to the next phase: long-lead
order and critical path contract awards.
order and critical path contract awards.
This approach is in line with Bannerman’s
This approach is in line with Bannerman’s
gated, “phased greenlight” approach where
gated, “phased greenlight” approach where
segments of the construction work are
segments of the construction work are
completed so that when the go-ahead for the
completed so that when the go-ahead for the
project is given, much of the baseline work has
project is given, much of the baseline work has
been done.
been done.
It is a hive of activity on site.
Two other contracts have been awarded: the
Two other contracts have been awarded: the
construction power contract and the contract
construction power contract and the contract
to build the roads within the Etango Mining
to build the roads within the Etango Mining
Licence (ML) area where work is progressing
Licence (ML) area where work is progressing
ahead of schedule. We have also given the
ahead of schedule. We have also given the
WE’RE HAVING A BLAST!
go-ahead to manufacture the High-Pressure
go-ahead to manufacture the High-Pressure
Grinding Rolls tertiary crusher, while the
Grinding Rolls tertiary crusher, while the
contract for the blasting, crushing, and
contract for the blasting, crushing, and
placing of the drainage layer on the Etango
placing of the drainage layer on the Etango
heap leach pad is being adjudicated.
heap leach pad is being adjudicated.
Negotiations on final supply contracts for
Negotiations on final supply contracts for
both permanent water and power supply are
both permanent water and power supply are
at an advanced stage. Detailed design work
at an advanced stage. Detailed design work
on the Etango process plant continues, as is
on the Etango process plant continues, as is
procurement for key mechanical equipment.
procurement for key mechanical equipment.
Are we on schedule? You bet we are.
Werner Ewald, MD of Bannerman Mining Resources Namibia, initiates
the blasting for the area where the primary crusher will be built.
n ECC is our legally binding commitment
to the Namibian Government that
we adhere to the Environmental Impact
Assessments (EIAs) regulations for the Etango
Uranium Project, which includes relevant public
and stakeholder consultation. Each ECC is
valid for three years after which it needs to be
renewed.
Since 2012 Bannerman Mining Resources
Namibia has conducted a number of EIAs
relating to the Etango Uranium Project. The
main EIA dealt with the activities of the Etango
Mine, while various other EIAs were carried out
for Linear Infrastructure Project, Demonstration
(Pilot) Plant, Grid Power Supply, New Water
Pipeline and Temporary Water Pipeline over the
years.
The Directorate of Environmental Affairs of the
Ministry of Environment, Forestry and Tourism
(DEA:MEFT) reviewed and approved these EIAs
and issued the related ECCs.
According to Gavin Chamberlain, CEO of
Bannerman Energy, “through regular positive
results in our bi-annual audits we have
removed any uncertainty with regards to
ongoing renewals of ECCs”.
Alexandra Speiser (below), Director at
A. Speiser Environmental Consultants,
who has conducted the various EIAs says:
“During the three-year period of the ECCs,
bi-annual audits are carried out, assessing
the implementation and adherence of the
environmental and social commitments
and mitigation measures stated in the
Environmental Management Plans (EMPs)
that are compiled as part of the EIAs.
“In addition, significant changes to any
project for which the ECC was granted,
might trigger the need for an amendment
application to ensure that all ‘new’ activities
and potential impacts are properly
addressed.”
ith over 200 years’ experience in
construction and project management,
the bulk earthworks construction management
team on the Etango Uranium Project, easily
qualifies as “heavy-weight”.
A strong team from Wood, the Engineering,
Procurement, and Construction Management
(EPCM) consultants on the project, has moved
on site and is already living up to its values of
being proactive, reliable and respectful.
The site team was put together by Wood to
ensure the successful delivery of the bulk
earthworks portion of the works.
By the end of November 2024, they had
completed the bulk earthworks contractors’
PROGRESS IN SIGHT WITH TEAM ONSITE
Project update
Construction update
camp and the additional contractors’ laydown
area was taking shape nicely. Crucial areas such
as the roads have been started and the water
storage dam is being filled. Blasting for the
primary crusher (see article alongside) was done
and it is close to 40% complete.
The team has also started excavating the
stockpile tunnel.
BANNERMAN ENERGY | DEC 2024
Roads being constructed on site and
compacted.
The bulk earthworks construction
contractors’ camp is now complete.
An aerial view of the progress on site.
(Background image) The first water storage pond
on site has been lined and filled.
(1) Thomas Winnaar – Wood Construction Manager
A civil engineer and project manager with 45 years
of experience in construction and engineering, with
a particular focus on uranium mine construction in
Namibia.
(2) Darryll Fraser – Wood HSE Manager
Over 19 years’ experience in Health & Safety
Management on construction projects in mining,
covering the full life cycle of projects from inception of
construction, to commissioning and plant handover.
(3) Borris Albertse – Wood Civil Supervisor
A civil engineer and project manager with 45 years of
experience in construction and engineering, with a
particular focus on uranium mine construction in
Namibia.
(4) Horst Schommarz – Wood Civil Supervisor
A civil engineer with 16 years’ experience in civil
construction. He was previously Divisional Manager for
maintenance of the Namibian National Road Network.
(5) Tracey Schultz – Wood Project Administration
With 15 years’ experience in operations and corporate
finance, 10 years of which were in the mining industry,
she works closely with the construction manager and
project.
MEET THE BULK EARTHWORKS
CONSTRUCTION TEAM
ANOTHER ECC
RENEWAL ACHIEVED
We have another Environmental Clearance
Certificate (ECC) renewal in the bag.
The next environmental step
Cooperative Bulk Handling Terminal (Pty) Ltd (CBHT),
Cooperative Bulk Handling Terminal (Pty) Ltd (CBHT),
part of the Bannerman Energy group of companies, has
part of the Bannerman Energy group of companies, has
appointed A. Speiser Environmental Consultants to conduct
appointed A. Speiser Environmental Consultants to conduct
the EIA for the construction and operation of the sulphuric
the EIA for the construction and operation of the sulphuric
acid storage and handling facilities at the port of Walvis Bay
acid storage and handling facilities at the port of Walvis Bay
and the transport of sulphuric acid to the Etango Mine.
and the transport of sulphuric acid to the Etango Mine.
Global events
BANNERMAN ENERGY | DEC 2024
Expanding the use of nuclear power through global collaboration, integrating nuclear into global decarbonisation
strategies, and fuelling the energy needs of AI … these were some of the discussion points at international events in
the past quarter.
150
250
350
EXHIBITION INTEREST GROWS
Exhibitors
Number of booths
2024: 317
2023: 162
2024: 199
International Uranium Fuel
Seminar 2024
October 27-29, Kansas City
annerman Energy’s VP of Market Strategy,
Olga Skorlyakova, attended this event in
Missouri, joining participants across the nuclear
fuel cycle, including utility fuel buyers, uranium
producers, investors, and analysts. Key sessions
explored the ongoing evolution of the fuel cycle,
efforts to establish new mining operations, and
the impact of global geopolitical shifts on nuclear
fuel markets. By addressing pressing topics in
uranium policy, nuclear fuel markets, and trade
dynamics this event offered participants critical
insights into both current challenges and future
opportunities in the industry.
2024 Global Uranium
Conference
October 23-24, Adelaide
ndustry leaders, policymakers, and stakeholders
met to discuss the uranium sector’s role in the
clean energy transition.
A major theme was the expected surge in
uranium demand from Artificial Intelligence (AI).
Craig Scroggie, CEO of NextDC, emphasised the
need for continuous stable electricity to support
data centres.
Bannerman Energy, Communications
Coordinator, Emma Culver, gave an overview of
the Etango Uranium project and how the project
is applying ESG (environmental, social, and
governance) to the construction process.
She focused on:
Environmental Stewardship:
In the unique Namib-Naukluft National Park,
we are minimising our environmental footprint
through careful site management, desalinated
water use, pollution controls, and a strict no-
waste policy.
Empowering Local Communities:
We have broken larger construction contracts
into smaller ones, creating direct opportunities
for local Namibian contractors to participate,
fostering community engagement and directly
benefitting the local community.
Strengthening Governance:
With rigorous contract terms, stringent
environmental standards and ESG reviews, we
ensure our project aligns with industry best
practices, stakeholder expectations and reflects
our commitment to responsible operations.
Safety & Culture:
With 15 years of zero lost-time injuries, safety is
a foundational value. We are actively building
a people-first culture through aligned values,
our quarterly newsletter (Omasa), employee
town hall meetings, and innovative training
programmes tailored to our diverse team.
2024 World Nuclear
Association Symposium
September 4-6, London
ith over 800 participants, the event
emphasised the urgent need to triple
global nuclear capacity by 2050 to meet rising
energy demands and climate goals. A major
highlight was the renewed commitment by
governments and industry leaders to expand
nuclear power through international collaboration
and investment, particularly in small modular
reactors (SMRs), which are seen as essential for
decentralised, scalable clean energy.
Key announcements included the UAE’s Barakah
Plant’s fourth unit going operational, projected
to meet 25% of the UAE’s electricity needs, and
Orano’s plans for a US-based uranium enrichment
facility. Orano is a French multinational nuclear
fuel cycle corporation.
Companies like Microsoft voiced support for
nuclear alongside renewables, citing nuclear’s
potential to provide “firm power” crucial for
consistent energy in data centres. (See our article
on page 12.)
Looking forward, the industry aims to build on
the momentum of COP28 commitments with
initiatives and partnerships leading up to COP30,
reflecting a period of rapid advancement as
nuclear energy integrates further into global
decarbonisation strategies.
GLOBAL EVENTS HIGHLIGHT
DEMAND FOR NUCLEAR
2023: 268
amibian mining activity – and interest
therein – is higher than it’s ever been.
This was evident at the 11th Mining Expo &
Conference where halls were fully booked
and the conference venue itself had to move
to a tent setup outside the hall. The theme –
‘Green Shoots for Namibia’s Mining Industry:
a Season of Opportunity and Growth to Drive
Economic Expansion’ – set the tone for a
record attendance.
Namibian President-Elect, Netumbo Nandi
Ndaitwah, called on entrepreneurs to venture
into the production of nuclear energy to
benefit from the downstream value chain
activities, emphasising that the mining and
exploration sector contributes significantly
to government revenue. This increased from
N$4.4 billion in 2022 to N$6.8 billion in 2023.
Finalising the local content policy for the oil
and gas sector will ensure that Namibians
benefit from every part of the value chain.
“We are committed to maximising the
economic impact of our natural resources,
fostering local expertise, and ensuring that
the wealth generated from these industries
contributes directly to the prosperity of our
people,” she added.
The event certainly left many with a hunger
for more in 2025.
Bannerman Mining Resources Namibia received the Best Stand award
for a Development Company, a newly introduced category.
GREEN SHOOTS TAKE ROOT
Community outreach
BANNERMAN ENERGY | DEC 2024
Ombyarundu Primary
School, Kunene region
Day 1
fter an 844km drive from Swakopmund to
Ruacana, the team delivered 100 uniforms
and school bags to Ombyarundu Primary School.
Started by the community in 2014, the school
has since become a government school and
now provides accommodation to encourage
attendance as most learners have to travel long
distances to school.
The school is located 8km from the Ruacana
Power Station and, because the children see the
workers being flown in and out of this remote
area, many of them aspire to become pilots.
This highlights how exposure to industry is a key
aspect in developing children and their dreams.
King Shuumbwa Primary
School, Oshikoto region
Day 2
ue to the road to the school being a dune
road, it took the team three hours to travel
the less than 200km to meet the learners.
The trip was worth it as this was the first time the
school had received such a personal donation,
and their admiration was visible. The team
was treated to refreshments after their long
journey, followed by an official handover, after
which the team sat down to a meal in one of the
classrooms.
Accessibility to the school also means the school
cannot transport donated building materials to
the school where so many of the children have
never seen a brick structure.
Bravel Primary School,
Kavango West region
Day 3
he team next travelled to Bravo village, which
is 120km from Tsumeb. The majority of the
learners appeared destitute and many were
distraught at not receiving a set of uniforms.
Denize Nasilowvski, the professional
photographer who accompanied the team,
proposed including these children when the
team distributed packets of chips. This resulted
in cheers from the children.
The team also distributed Bannerman branded
pens and highlighters to the teachers and many
also requested caps, such as the one worn by
Matjiua Hengua, given the hot environments they
work in.
Waltraud van Wyk, Commercial and Admin
Manager at BMRN, commented on her first-time
experience: “Travelling to such isolated areas
brought a new perspective on the dedication of
our company’s management team to reach these
young learners. The joy, appreciation, and sense
of validation we saw in the children were truly
priceless. Despite the challenging circumstances
they face, their eagerness to attend school
and embrace learning is both inspiring and
humbling.”
Number of learners who received school
bags and uniforms
300
Number of days for the Early Learner
Assistance School Run
Three schools were chosen from three regions:
Kunene, Oshikoto and Kavango West
3 x 3
KITTED OUT FOR LEARNING
Matjiua Hengua, BMRN Senior Stakeholder
Relations Advisor, shares the joy with one of the
King Shuumbwa Primary School learners.
In July 2024, three intrepid Bannerman Mining Resources Namibia (BMRN) employees went on an expedition to put
a smile on young learners’ faces. The 2024 Early Learner Assistance School Run saw Matjiua Hengua, Tinus Prinsloo
and Waltraud van Wyk embark on a week-long journey to distribute uniforms to 300 learners across three regions.
(Before) Bravel Primary School learners arrived at school in an assortment
of footwear.
(After) Bravel Primary School learners show off their new socks and shiny
new shoes.
Ombyarundu Primary School
Bravel Primary School
Employee profiles
Main responsibility:
Ensuring we have good coffee in the Perth office
because without it, someone will have to bail us
out of prison! I am a bit of an all rounder, and
key to my role is ensuring I can be a support
where needed.
How long have been working at the Etango
Project/Bannerman Energy:
14 years! Yes, I believe I am part of the furniture.
What excites you about the Etango Project:
Everything. An incredible amount of work has
gone into our Etango Project over the years,
and it will be a great moment for both past and
current Bannerman employees, especially for
cornerstone ‘Bannermanarians’ such as Clive
Jones, to finally see our Etango Project become
an operating mine.
One thing that surprised you about your
current role:
I have witnessed how many good and likeable
people work at Bannerman. Not many
companies have such great staff.
Marital status:
I will say married for 35 years…my husband
would say for a very long time.
Children:
Compelled to say ‘four children’ as the youngest
two haven’t accepted they are, in fact, canine.
Lulu (the black dachshund) is 17 years old!
Favourite food:
Coffee and cake.
Where is your ‘happy place’:
Home – where my family lives – which includes
two lovable sausage dogs, who are convinced
they are human too.
Last song you listened to:
Fix You, by Chris Martin from Coldplay.
What are you currently binge-watching – or
reading:
Wyatt Earp and the Cowboy War, a
chronological series which provided more
historical accuracy than most other series.
Any podcasts to recommend:
Michael Franzese: What Mob Life is Really Like.
Best way to relax:
Soaking up the views along our beautiful Perth
beaches, sipping away on a large coffee.
Pet peeve:
Humans who are cruel to animals or indifferent
to their suffering. If anyone falls into this
category, you are NOT my type of person.
One thing about yourself that few people
know:
I am a bit of a prankster. I love to laugh and
enjoy making people laugh with me, or at me.
Person who inspires you and why:
My family. My husband, daughter and son are
all very motivated individuals. I am privileged
to share in their passions, appreciate their
honesty, and enjoy their great sense of humour.
Witnessing their love and devotion to animals
makes me proud to be part of the clan.
One thing on your bucket list:
To win the Lotto. But since the odds are heavily
stacked against me, I will remain realistic and
say I would like to discover Europe on an
extended vacation some day and return to
Namibia, where I fell in love with the country
and its people.
Assistant to Brandon Munro,
Accounts and Office Administrator
HIGH PRAISE FROM
HIGH COMMISSION
TWO DECADES
OF PROGRESS
ondesa Youth Opportunities (MYO)
celebrated its 20th anniversary with a
memorable series of events. Donors flew in from
America, South Africa, Australia and Germany and
were treated to a spectacular dinner in the dunes,
followed by formal celebrations at MYO. The day
featured entertainment from its talented learners,
including recorder and marimba performances,
cultural showcases, and singing and dancing by
the African Vocals, a local group of note. Of course,
there was a birthday cake which the MYO team
shared. From left are: Gundula Visagie and Elron
Awase, both board members, Trustee Vera Leech
and MYO Founder and Trustee Robert Myres.
SHAPING
THE FUTURE
he One Economy Foundation raised just over
N$4.5 million at its 9th Annual Fundraising
Soirée. This year’s theme, “SHAPE: Moulding
the Future, Hand in Hand”, underscores the
Foundation’s commitment to nurturing young
Namibians and providing them with the tools,
opportunities and resources they need to reach
their full potential. At the Soirée, One Economy
Foundation’s CEO, Uajorokisa Karuaihe,
highlighted groundbreaking initiatives at the
#BeFree Youth Campus, including reproductive
health services, psychosocial support, and skill-
building programmes for young people.
FAT ROCK PROVIDES SUPPORT
A
group of coastal mountain bikers who cycled on fatbikes from
Swakopmund to Spitzkoppe raised more than NS$30 000 in donations
for communities in the #Gaingu Conservancy. Orano Mining Namibia
and Bannerman Mining Resources Namibia jointly donated food parcels,
clothing items, nappies and sanitary products for the most vulnerable
households within these communities. The food parcels complemented
existing emergency food aid initiatives in the area as a result of the drought
challenges faced by the region.
Part of an informal fundraising initiative called “Fat Rock”, are (from left):
Werner Ewald, Dr Jasper Lochner, Divan Mostert and Mark de Wet.
he Etango Uranium Project is attracting international attention,
punctuated by a recent visit from the Australian High Commission
in Pretoria.
The delegation was most impressed with the level of care and rehabilitation
put into place during construction of the access roads and the water tank.
The demonstration plant gave a good insight into the heap leach planned
operations for Etango. Tinus Prinsloo, Exploration Superintendent, gave
an interesting presentation that saw the heap leach process simulate the
process of making coffee – from the beans to an espresso!
Photographed at the demonstration plant are (from left): Edward Humphrey
(Australian Honorary Consul, Namibia); Brett Elmer (First Secretary of Trade
and Economics); Gavin Chamberlain (CEO, Bannerman Energy); Tegan Brink
(Australian High Commissioner to South Africa); Matjiua Hengua, Senior
Stakeholder Relations Advisor – BMRN); Werner Ewald (Managing Director,
BMRN), and Tinus Prinsloo, (Exploration Superintendent BMRN).
BANNERMAN ENERGY | DEC 2024
Community engagement
FACE TO FACE WITH...
JOAN KRIGE
(AND HER CANINE CHILDREN)
It’s a wonderful time of the year – where family,
friends and fun take over your diary. Whether
you’re on the beach, in the bush, or behind
the barbeque, we know you’ll be taking lots of
photographs to capture those special moments.
Choose your best one and share it with us.
SHARE YOUR FESTIVE
PHOTOS
HOW TO ENTER:
Send your festive photograph to
Don’t forget to include your full name, position
and contact details.
newsletters@bmnenergy.com
A$100 JUST FOR SAYING ‘CHEESE’.
Competition
You could win
11
The closing date for both the challenge and
the competition (on the left) is
Challenge
As the world grow’s hungry for knowledge, big
tech companies are building more and more
data centres to feed this need. Our article on
page 12 explains why this is not always a good
thing for our planet, and how nuclear can take
centre-stage.
Answer these three questions to stand a
chance to win A$100:
Q1: How can nuclear energy help the energy
needs of data centres?
Q2: What is the name of “mini-nuclear”
plants?
Q3: How much energy does one ChatGPT
query use up?
HOW TO ENTER:
Send your answers to
Don’t forget to include your full name, position
and contact details. If your answers are correct,
your entry will go into a lucky draw.
newsletters@bmnenergy.com
DATA’S DEMAND FOR
ENERGY GOES NUCLEAR
3RD FEBRUARY 2025.
The following employees celebrate their birthdays in the coming weeks.
DECEMBER:
• Morag Gaze, Financial Accountant
• Jeff Pipe, Project Director
•• Matjiua Hengua,Senior Stakeholder
Relations Advisor
JANUARY:
• Michele Kilbourn Louw,
Environmental Officer
LOOK WHO’S BLOWING OUT CANDLES
FEBRUARY:
••• John Turney, Project Advisor
•• Tinus Prinsloo, Exploration
Superintendent
•• Miliken Gurirab, Plant Operator
LEGEND
• Bannerman Energy Ltd (Australia)
•• Bannerman Mining Resources Namibia
•• Bannerman Energy Board
A TASTE OF AFRICA
ichael Dinsdale, senior financial analyst
based at Bannerman Energy’s Perth office,
recently experienced Africa for the first time and
even managed to have dinner with a giraffe.
“The purpose of my visit was to meet my
Bannerman co-workers and participate in a
number of project meetings, attend the Chamber
of Mines Namibia Mining Expo, and visit the
Etango site to observe the progress on early
works construction,” he says.
“It was an extremely fulfilling experience,
professionally and personally. It allowed me to
strengthen connections with colleagues and
gain a deeper understanding of Bannerman’s
impactful work on the project and within the local
communities. I would like to extend a sincere
thank you to everyone at Bannerman and Wood
for their gracious hospitality and assistance with
my trip, which contributed to making my travel
safe, enjoyable, and productive.”
THE WRITE STUFF
ino Klaazen’s writing talent has won him first
prize in a high school essay competition
organised by Bannerman Mining Resources
Namibia to encourage thinking beyond the
school syllabus. The competition aimed to
educate learners about uranium mining and
sustainable mining practices. Lino is a Grade 11
learner at Coastal High School and his efforts
earned him an iPad. His school also received an
additional N$1 000.
(1) Christa van Rensburg, a retiree from Swakopmund,
is our crossword champion. Her correct entry was
drawn in our competition that challenged how well
people knew Bannerman.
(2) The Swakopmund Scouts group has won our
“Show the world some love” competition. For World
Cleanup Day they focused on a beach cleanup and
continued their good work of collecting rubbish
wherever they have group activities.
On a weekend visit to Omaruru Game Lodge,
Michael had a dinner date with a difference.
A BUNCH OF GOOD SPORTS
n this issue’s highlights, we’re thrilled to celebrate
the athletic achievements of our employees and
their families.
Seven employees from BMRN took part in the
Swakop Uranium Husab Marathon, participating
in both the 5km and 10km fun run. Five of
the team are (from left): Jeanice-Lee van Wyk,
Natalie Visagie, Matjiua Hengua, Karen Emvula,
and Immanuel Shillula. Petrus Shillula (inset), a
field technician for Bannerman Resources, was
the overall winner of the 5km run of the Husab
marathon and won N$500 for his efforts.
Waltraud van Wyk, BMRN Commercial and Admin
Manager, was the original soccer mom when her
son, Liam van Wyk, played it like Beckham on
the field. Competing in a soccer tournament in
Windhoek, hosted by the DTS Sports Club, Liam’s
team, the U10 Swakopmund Football Club (SFC),
took home gold! Liam is in the back row second
from the right.
OUR NEWEST WINNERS
EACH WIN A$ 100
10
BANNERMAN ENERGY | DEC 2024
Omasa
Omasa is the newsletter for the Etango Uranium Project managed by the
is the newsletter for the Etango Uranium Project managed by the
following companies:
following companies:
We want to hear from you!
Omasa
Omasa intends to keep you informed about progress on the Etango Uranium
intends to keep you informed about progress on the Etango Uranium
Project, its people and its activities. What else would you like to read more
Project, its people and its activities. What else would you like to read more
about? Send your comments, compliments and suggestions to:
about? Send your comments, compliments and suggestions to:
Emma Culver: newsletters@bmnenergy.com.
BANNERMAN
MINING RESOURCES NAMIBIA
12
BANNERMAN ENERGY | DEC 2024
Editorial team: Gavin Chamberlain, Emma Culver
Gavin Chamberlain, Emma Culver
Production: Words’Worth
Words’Worth
Industry news
INTELLIGENT DEMAND
FOR NUCLEAR
Big tech companies are in dire need of clean energy
as they race to develop data centres used to power AI
models. Nuclear to the rescue …
uman beings are hungry for knowledge and data … and data centres
uman beings are hungry for knowledge and data … and data centres
are even hungrier consumers of energy. A single query to ChatGPT uses
are even hungrier consumers of energy. A single query to ChatGPT uses
as much electricity as burning a light bulb for about 20 minutes.
as much electricity as burning a light bulb for about 20 minutes.1 Multiply that
Multiply that
by the millions of requests that this artificial intelligence (AI) chatbot receives
by the millions of requests that this artificial intelligence (AI) chatbot receives
each day, and the environmental impact could be ominous.
each day, and the environmental impact could be ominous.
However, while energy demand is high from the tech giants – such as
However, while energy demand is high from the tech giants – such as
Microsoft, Google, Meta Platforms and Amazon Web Services – eager to
Microsoft, Google, Meta Platforms and Amazon Web Services – eager to
feed their data centres, these companies are increasingly turning to nuclear
feed their data centres, these companies are increasingly turning to nuclear
power as a way to fulfill the growing energy demands from data centres.
power as a way to fulfill the growing energy demands from data centres.
Nuclear power has become an attractive option for companies hoping to
Nuclear power has become an attractive option for companies hoping to
source larger amounts of energy while minimising carbon emissions.
source larger amounts of energy while minimising carbon emissions.
Clean growth
Clean growth
“Nuclear energy has a critical role to play in supporting our clean growth
“Nuclear energy has a critical role to play in supporting our clean growth
and helping to deliver on the progress of AI,” Michael Terrell, senior director
and helping to deliver on the progress of AI,” Michael Terrell, senior director
for energy and climate at Google, announced in October. “The grid needs
for energy and climate at Google, announced in October. “The grid needs
these kinds of clean, reliable sources of energy that can support the build
these kinds of clean, reliable sources of energy that can support the build
out of these technologies. ... and help meet our demand cleanly, around the
out of these technologies. ... and help meet our demand cleanly, around the
clock.”
clock.”
Data centres need reliable power every minute of every day, and nuclear
Data centres need reliable power every minute of every day, and nuclear
is the only source of emissions-free baseload power. This refers to the
is the only source of emissions-free baseload power. This refers to the
minimum amount of electric power needed to be supplied to the electrical
minimum amount of electric power needed to be supplied to the electrical
grid at any given time. Small Modular Reactor (SMR) technology is a “new-
grid at any given time. Small Modular Reactor (SMR) technology is a “new-
frontier” step in achieving nuclear power. SMRs, sometimes known as “mini-
frontier” step in achieving nuclear power. SMRs, sometimes known as “mini-
nuclear” plants, are much smaller than traditional reactors and therefore
nuclear” plants, are much smaller than traditional reactors and therefore
easier to scale. As an alternative to giant conventional nuclear power
easier to scale. As an alternative to giant conventional nuclear power
stations, SMRs are also cheaper and faster to deploy.
stations, SMRs are also cheaper and faster to deploy.
Google has signed the world’s first corporate agreement to buy power from
Google has signed the world’s first corporate agreement to buy power from
multiple SMRs to meet electricity demand for AI. Amazon, too, is investing
multiple SMRs to meet electricity demand for AI. Amazon, too, is investing
in numerous SMRs, while Oracle plans to build a data centre campus with
in numerous SMRs, while Oracle plans to build a data centre campus with
three SMRs.
three SMRs.
Microsoft plans to purchase energy from the reactivated Three Mile Island
Microsoft plans to purchase energy from the reactivated Three Mile Island
Unit 1 nuclear-generating station in Pennsylvania.
Unit 1 nuclear-generating station in Pennsylvania.
Whether generated by large or small reactors, nuclear power is clearly the
Whether generated by large or small reactors, nuclear power is clearly the
intelligent choice for the future.
intelligent choice for the future.
The energy used by one ChatGPT query will power
a light bulb for 20 minutes.
20
Ireland’s data centres will use almost one-third of
the country’s electricity by 2029.
27%
Big tech companies will account for almost half of
new electricity demand growth in the US by 2028.
44%
Mins
1Reference: https://www.npr.org/2024/07/12/g-s1-9545/ai-brings-soaring-emissions-for-
google-and-microsoft-a-major-contributor-to-climate-change