Category: youmightbeinsaskatchewan

Why did SaskPower so quietly go ahead with a new power plant?

Aspen Power Station render. SaskPower

Is national unity at stake?

SaskPower will be building a new $850 million natural gas power station near Lanigan, starting in under a year. More than half of its power will go to the BHP Jansen potash mine, the crown jewel of Saskatchewan’s economy. But Steven Guilbeault and Justin Trudeau want to shut down all natural gas power stations by 2035.

Irresistible force is about to meet immovable object, and national unity is on the line.

Oh, and for good measure, Bill C-69 is involved.

Cameco buying Westinghouse is going to pay dividends, with new SMR

Last fall, Saskatoon-based Cameco bought 49% of Westinghouse for a song. Westinghouse was in rough shape over delays on a pair of US reactors that took decades. But one is now operational, the second will be in months, and the war in Ukraine, cutting off of Russian gas, and “climate change” means the whole world is waking up to a nuclear renaissance, in a big way. (That includes Saskatchewan). On Thursday, Westinghouse publicly released its competitor in the 300 megawatt small modular reactor space. And they say it can be had for about a billion US??? On Wednesday, SaskPower’s minister told the legislature he’s thinking GE-Hitachi’s might cost us all-in around $4.5 billion CDN, for similar size reactor. But that would include grid and other items, too.

Anyhow, Cameco has long been supplier of nuclear fuel, but buying Westinghouse made it enormously more vertically integrated. All this new nuclear could have tremendous impact in Saskatchewan.

And Let Me Remind You, He Ran A STOP SIGN

An 8 year old kid knows what a stop sign is. Jaskirat Singh Sidhu didn’t run a stop sign because the laws governing truck drivers were inadequate. Moral panic is no substitute for good governance.

Had Jaskirat Singh Sidhu killed only one or two when he ran that stop sign, he’d be deported without fanfare.

Perversely, he’s become a celebrity because the Humboldt crash was a mass casualty event. Enough, already. Send him packing.

Poland is planning on 20, possibly more, SMRs of the same design SaskPower chose

I’ve been waiting to see a story come out about this for a while. A few weeks ago I saw that Poland may be building as many as 79 of the General Electric Hitachi BWRX-300 reactors, the exact same design chosen as SaskPower. This story indicated 20 at this point, but hints it could be more.

Ontario Power Generation is building the first one. Tennessee Valley Authority is building the second. Saskatchewan may have thought we were all that and a bag of chips by announcing four. But we won’t finish our second until around 2038. In the meantime, Poland might have built all 79 by that time.

We might have thought we’d be driving the bus on this SMR rollout. We’re not. In other words, the instruction manuals will likely be written in Polish. But it also means a lot of confidence is being expressed by the Poles in the design, if they build 20, or 79, or whatever.

As for how much uranium will go into these, I sat at a banquet a few weeks ago with some Cameco reps. They explained that SMRs actually use very little uranium. You fill them up at the start, and basically that’s it. That was very insightful, I thought, because that’s exactly how current US nuclear submarines (with small reactors) work.

Leading indicators and closing indicators in Saskatchewan oil

An oil well abandonment near Bienfait in the fall of 2022.. Photo by Brian Zinchuk

One of the key leading indicators of oil and gas development is Crown land sales. And the Saskatchewan April sale saw increased interest in all four oil production areas of the province.

On the opposite end of the timeline is well abandonment and cleanups.  When the crap hit the fan for the industry when COVID-19 hit, there was a cry for some sort of relief program. That ended up being the Accelerated Site Closure Program, which properly abandoned inactive wells and facilities. That program just recently concluded, having been fully subscribed.

And on the other side of the country, Newfoundland’s Muskrat Falls hydro project is finally online. This project almost bankrupted Newfoundland, but the feds quietly bailed them out during COVID. That kinda got swept under the rug. Muskrat Falls was Newfoundland’s attempt at squeezing additional power out of the same river system as the massive Churchill Falls project, which produces about 50 per cent more power than the entire province of Saskatchewan on any given day. Quebec pays Newfoundland next to nothing for that power, and uses it domestically and sells it to the US and enormous margins. Muskrat Falls, at a much lower output, was basically Newfoundland’s F You to Quebec.

These canola crushing plants aren’t because everyone decided they want Becel

Yorkton Louis Dreyfus canola crushing plant
Yorkton’s Louis Dreyfus canola crushing plant to double in size, driven by the Clean Fuel Standard Saskatchewan’s government opposes.
This is a real conundrum for the provincial government. The mantra, for decades, is to bring value-added processing here. But in this case, it’s to replace petroleum with biofuels. Which, in turn, takes farmland out of food production and puts it into fuel production. That might be okay, if everyone on this planet was properly fed. They aren’t, 
My mom lives directly across the fence from both this plant and the JRI plant. She was there long before they were built in 2009. They were both built directly upwind of the city of Yorkton. And they smell like the contents of a diaper of a four-month-old baby, ALL THE TIME. Oddly enough, the prevailing winds sometimes sweep that smell right past the acreage and straight into the heart of Yorkton. You can often clearly smell it clear across the city, from Broadway to the Parkland Mall. While that may be the smell of money for the few hundred people that work at them, it’s definitely not for the 16,000 other residents.

And now you know why Moe pushed the Saskatchewan First Act

Federal justice minister David Lametti “looking at” taking away natural resources from provinces. Scott Moe says national unity at stake. This is precisely what the Saskatchewan First Act, proclaimed April 6, is about.

Notably, the request for the feds to take away control of natural resources from the provinces of Manitoba, Alberta an Saskatchewan came from the grand chief of the Prince Albert Grand Council. The federal minister will “look at” it.

Breaking up with coal is hard to do

One of the coal units we just can’t seem to shut down, even though we’re supposed to, according to the feds.

By federal regulation, one coal unit at Boundary Dam Power Station was supposed to shut down in 2021, another in 2024. Well, we’re not going to do that. Because we can’t. We still need them. Turns out all those wind turbines can’t be relied on, after all, can they? Like on April 4, when they put out less that 4% in Saskatchewan.

This US power line is a big deal for Saskatchewan

Some people are not happy about the idea of being replaced by imported, carbon tax-free coal and natural gas-fired power, while we move to shut down our own coal mines and power facilities. Op-Ed: Saskatchewan Coal Transition Centre: Sabotaging our future: How SaskPower’s $1 billion scheme to import power from the U.S. will devastate Estevan and leave Saskatchewan’s economy vulnerable

A million dollars isn’t cool. You know what’s cool? A billion dollars … from lithium

Here’s why Pipeline Online has been doing such a deep dive into lithium in Saskatchewan. If current lithium prices hold, the standard-sized lithium project (of which there are several) planned for Saskatchewan will result in just under a billion dollars (CAD) per year in revenue. That’s right – per year, each. If they can get direct lithium extraction to work, we’re talking about a multi-billion industry in this province in a few years time

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