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Update app.py
Browse files
app.py
CHANGED
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@@ -13,6 +13,7 @@ st.set_page_config(
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# --- Custom CSS ---
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st.markdown("""
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<style>
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.metric-card {
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background-color: #f0f2f6;
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padding: 20px;
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@@ -28,12 +29,26 @@ st.markdown("""
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color: #ff4b4b;
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}
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.sub-text {
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font-size: 1.
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color: #555;
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}
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}
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</style>
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""", unsafe_allow_html=True)
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@@ -48,41 +63,71 @@ st.divider()
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# --- Sidebar Inputs ---
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st.sidebar.header("⚙️ Scenario Settings")
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# 1. AI Power Demand
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ai_demand_gw = st.sidebar.number_input(
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"
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value=100,
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step=10,
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)
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# 2. Gas Share
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gas_share = st.sidebar.slider(
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"
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min_value=0, max_value=100, value=90, step=5,
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)
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turbine_eff_percent = st.sidebar.slider(
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"
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min_value=35, max_value=60, value=45, step=1,
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)
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# Constants
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CAPACITY_FACTOR = 0.90
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US_BASELINE_MMT = 6343
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# Base reference: 486 gCO2e/kWh at 60% efficiency
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# Constant for Carbon Content of Fuel derived from this: 486 * 0.60 = 291.6
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FUEL_CARBON_CONSTANT = 486 * 0.60
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# --- Calculations ---
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# 1. Calculate Emissions Factor
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# Formula: EF_output = Constant_Fuel_Carbon / Efficiency
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if turbine_eff_percent > 0:
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calculated_ef = FUEL_CARBON_CONSTANT / (turbine_eff_percent / 100)
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else:
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@@ -93,42 +138,35 @@ gas_gw_capacity = ai_demand_gw * (gas_share/100)
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total_gwh = gas_gw_capacity * CAPACITY_FACTOR * 8760
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# 3. Calculate Emissions (MMT CO2e)
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# (GWh * 1,000,000 -> kWh) * (gCO2 / 1,000,000 -> Tonnes) / 1,000,000 -> Million Tonnes
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# Simplifies to (GWh * EF) / 1,000,000
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ai_emissions_mmt = (total_gwh * calculated_ef) / 1_000_000
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percent_increase = (ai_emissions_mmt / US_BASELINE_MMT) * 100
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# --- Dashboard Layout ---
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# 1. The Big Number
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c1, c2, c3 = st.columns([1, 2, 1])
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with c2:
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st.markdown(f"""
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<div class="metric-card">
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<div class="sub-text">Projected
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<div class="big-number">+{percent_increase:.2f}%</div>
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<div class="sub-text">({ai_emissions_mmt:.1f} Million tCO2e)</div>
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<div style="font-size:
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Based on {
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</div>
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</div>
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""", unsafe_allow_html=True)
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# 2. Charts
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# Using columns with spacers to center the chart if it feels too wide,
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# or just full width for better visibility.
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st.subheader("US Emissions Trajectory vs. AI Impact")
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bau_2030 = 5800 # Optimistic business-as-usual decline
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fig1 = go.Figure()
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# History Line
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fig1.add_trace(go.Scatter(
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x=years, y=emissions_hist,
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mode='lines+markers',
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@@ -136,7 +174,6 @@ fig1.add_trace(go.Scatter(
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line=dict(color='gray', width=2)
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))
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# Target Path Line
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fig1.add_trace(go.Scatter(
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x=[2023, 2030], y=[6200, target_2030],
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mode='lines',
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@@ -144,7 +181,6 @@ fig1.add_trace(go.Scatter(
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line=dict(color='green', dash='dash', width=2)
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))
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# AI Impact Stacked Bar
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fig1.add_trace(go.Bar(
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x=[2030], y=[bau_2030],
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name='2030 Baseline Estimate',
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@@ -166,10 +202,8 @@ fig1.update_layout(
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hovermode="x unified"
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)
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# Centering the chart using container width
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st.plotly_chart(fig1, use_container_width=True)
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st.markdown("---")
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with st.expander("📚 Data Sources & Methodology"):
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st.markdown(f"""
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* **Efficiency Logic:** Emissions Factor is calculated dynamically based on the **Electrical Efficiency** slider ({turbine_eff_percent}% currently selected).
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* *Formula:* `EF = (Benchmark Carbon Content) / Efficiency %`
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* *Benchmark:* Based on standard NREL data for CCGT (486 gCO2e/kWh @ 60% efficiency).
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* Lower efficiency (e.g., 35% for Aeroderivative/Peakers) results in higher emissions per kWh.
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* **Capacity Factor:** Fixed at **{int(CAPACITY_FACTOR*100)}%** to represent high uptime requirements for AI workloads.
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* **Source Data:** Turbine efficiency ranges (35-60%) derived from industrial comparisons of Aeroderivative GTs vs H-Class CCGTs.
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""")
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# --- Custom CSS ---
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st.markdown("""
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<style>
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/* Main Dashboard Styling */
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.metric-card {
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background-color: #f0f2f6;
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padding: 20px;
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color: #ff4b4b;
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}
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.sub-text {
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font-size: 1.2em;
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color: #555;
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}
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/* Sidebar Styling Override */
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[data-testid="stSidebar"] {
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font-size: 1.4rem;
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}
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[data-testid="stSidebar"] label {
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font-size: 1.1rem !important;
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font-weight: 500 !important;
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}
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.sidebar-question {
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font-size: 1.15rem;
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font-weight: bold;
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margin-bottom: 5px;
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color: #31333F;
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}
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.spacer {
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margin-bottom: 2rem;
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}
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</style>
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""", unsafe_allow_html=True)
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# --- Sidebar Inputs ---
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st.sidebar.header("⚙️ Scenario Settings")
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st.sidebar.markdown("---")
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# 1. AI Power Demand
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st.sidebar.markdown('<p class="sidebar-question">1. How much power will AI require in 2030?</p>', unsafe_allow_html=True)
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ai_demand_gw = st.sidebar.number_input(
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"Demand (GW)",
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value=100,
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step=10,
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label_visibility="collapsed" # Hides the default label since we used a custom header
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)
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with st.sidebar.expander("ℹ️ More on AI Demand Forecasts"):
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st.write("According to [EpochAI](https://epoch.ai/gradient-updates/is-almost-everyone-wrong-about-americas-ai-power-problem#:~:text=Our%20best%20projections%20suggest%20that%20the%20US%20will%20need%20around%20100%20GW%20of%20power%20by%202030.) the best projections suggest that the US will need ~100 GW of power by 2030.")
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st.sidebar.markdown('<div class="spacer"></div>', unsafe_allow_html=True)
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# 2. Gas Share
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st.sidebar.markdown('<p class="sidebar-question">2. What proportion of power will be supplied by natural gas?</p>', unsafe_allow_html=True)
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gas_share = st.sidebar.slider(
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"Gas Share",
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min_value=0, max_value=100, value=90, step=5,
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label_visibility="collapsed"
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)
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st.sidebar.caption(f"Selected: **{gas_share}%**")
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with st.sidebar.expander("ℹ️ More on Energy Mix"):
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st.markdown("""
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**Why Gas?**
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The electric grid in major hubs like Texas is effectively "sold out," with wait times for connection approaching 5 years. To bypass this, AI labs are adopting "Bring Your Own Generation" (BYOG) strategies, primarily using natural gas which can be deployed in months rather than years.
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**What about Solar?**
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While solar prices have dropped ~88% since 2009, it faces physical limits:
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* **Land Use:** 2 GW of solar requires a land area roughly the size of Manhattan.
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* **Uptime:** Solar requires battery backup for 24/7 reliability, adding complexity for off-grid "island" data centers.
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[Source](https://open.substack.com/pub/semianalysis/p/how-ai-labs-are-solving-the-power)
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""")
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st.sidebar.markdown('<div class="spacer"></div>', unsafe_allow_html=True)
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# 3. Turbine Efficiency
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st.sidebar.markdown('<p class="sidebar-question">3. What will the efficiency of the gas turbines be?</p>', unsafe_allow_html=True)
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turbine_eff_percent = st.sidebar.slider(
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"Efficiency",
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min_value=35, max_value=60, value=45, step=1,
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label_visibility="collapsed"
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)
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st.sidebar.caption(f"Selected: **{turbine_eff_percent}%**")
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with st.sidebar.expander("ℹ️ More on Turbine Tech"):
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st.markdown("""
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**Efficiency varies by speed and scale:**
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* **Aeroderivative (35-40%):** Modified jet engines (e.g., GE LM2500). They are less efficient but fast to deploy. Companies like xAI use them to bypass grid delays.
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* **Reciprocating Engines (40-50%):** Modular internal combustion engines (e.g., Wärtsilä). They offer higher efficiency than aeroderivatives and handle partial loads well.
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* **Combined Cycle (50-60%):** The gold standard for efficiency, using waste heat to drive a steam turbine. However, they take 36-60 months to build, making them too slow for the current AI race.
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[Source](https://open.substack.com/pub/semianalysis/p/how-ai-labs-are-solving-the-power)
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""")
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# Constants
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CAPACITY_FACTOR = 0.90
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US_BASELINE_MMT = 6343
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FUEL_CARBON_CONSTANT = 486 * 0.60
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# --- Calculations ---
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# 1. Calculate Emissions Factor
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if turbine_eff_percent > 0:
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calculated_ef = FUEL_CARBON_CONSTANT / (turbine_eff_percent / 100)
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else:
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total_gwh = gas_gw_capacity * CAPACITY_FACTOR * 8760
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# 3. Calculate Emissions (MMT CO2e)
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ai_emissions_mmt = (total_gwh * calculated_ef) / 1_000_000
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percent_increase = (ai_emissions_mmt / US_BASELINE_MMT) * 100
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# --- Dashboard Layout ---
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# 1. The Big Number
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c1, c2, c3 = st.columns([1, 2, 1])
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with c2:
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st.markdown(f"""
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<div class="metric-card">
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<div class="sub-text">Projected US Emissions Increase</div>
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<div class="big-number">+{percent_increase:.2f}%</div>
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<div class="sub-text">({ai_emissions_mmt:.1f} Million tCO2e)</div>
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<div style="font-size: 1em; color: #888; margin-top: 10px;">
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Based on {gas_share}% Gas Share & {turbine_eff_percent}%
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</div>
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</div>
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""", unsafe_allow_html=True)
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# 2. Charts
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st.subheader("US Emissions Trajectory vs. AI Impact")
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years = [2015, 2020, 2023]
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emissions_hist = [6600, 6000, 6200]
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target_2030 = 7200 * 0.50
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bau_2030 = 5800
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fig1 = go.Figure()
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fig1.add_trace(go.Scatter(
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x=years, y=emissions_hist,
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mode='lines+markers',
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line=dict(color='gray', width=2)
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))
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fig1.add_trace(go.Scatter(
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x=[2023, 2030], y=[6200, target_2030],
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mode='lines',
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line=dict(color='green', dash='dash', width=2)
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))
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fig1.add_trace(go.Bar(
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x=[2030], y=[bau_2030],
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name='2030 Baseline Estimate',
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hovermode="x unified"
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)
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st.plotly_chart(fig1, use_container_width=True)
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st.markdown("---")
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with st.expander("📚 Data Sources & Methodology"):
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st.markdown(f"""
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* **Efficiency Logic:** Emissions Factor is calculated dynamically based on the **Electrical Efficiency** slider ({turbine_eff_percent}% currently selected).
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* *Formula:* `EF = (Benchmark Carbon Content) / Efficiency %`
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* *Benchmark:* Based on standard NREL data for CCGT (486 gCO2e/kWh @ 60% efficiency).
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""")
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