CURRENT FUEL MIX AND USES

Summary from the TLDR newsletter

We're in the middle of a period of rapid transition in energy. Solar is decosting at an accelerating rate, coal is shrinking, and nuclear is flat. Primary production will soon be mostly solar. Batteries will be everywhere, and the grid will shrink. Datacenters, which are already building their own captive power plants, will become power sources for their communities. Substantial cost improvements are still needed to make space AI competitive.