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Scottish Government counters Kintore to Tealing power line criticism

Shadow energy secretary Douglas Lumsden claims Scottish ministers have failed to meet with concerned citizens regarding the proposed Kintore to Tealing power line. However, a Scottish Government spokesperson told Energy Voice that a consenting application has not yet been submitted by SSEN Transmission. A Scottish Government spokesperson said: “When an application is received, a ful […]

Shadow energy secretary Douglas Lumsden claims Scottish ministers have failed to meet with concerned citizens regarding the proposed Kintore to Tealing power line.

However, a Scottish Government spokesperson told Energy Voice that a consenting application has not yet been submitted by SSEN Transmission.

A Scottish Government spokesperson said: “When an application is received, a ful public consultation is carried out, and Scottish Ministers invite representations from members of the public and consult the appropriate community councils, alongside other public bodies.”

SSEN Transmission plans to build a 400kV power line from Kintore to Tealing, which is part of the firm’s planned upgrades to the electricity transmission network across Argyll and Kintyre from 132kV to 275kV.

Lumsden lambasted acting cabinet secretary for net zero and energy Gillian Martin for not engaging with locals and “hiding behind her job title”.

Last Year first minister John Swinney said that he was “sure ministers would be happy to meet campaigners,” however, he explained that politicians would need to observe the ministerial code when engaging in projects that the Scottish Government is assessing.

Lumsden added: “The ministerial code means she [Gillian Martin] would be careful about engagement – not running away from it.”

Lumsden objects to SSEN’s ‘unvarnished plan’

SSEN Transmission refined the planning route for the project in August last year.

The paths for six sections of the power line were debated in a series of consultations with local communities and stakeholders between March and April 2024.

A company spokesperson explained: “We have consulted extensively with local communities in relation to the Kintore to Tealing project, resulting in significant changes to our proposals, including alternative overhead line routes and the relocation of the previously proposed new substation at Fiddes to a new proposed site in Fetteresso Forest.”

However, chairman of anti-pylon group Deeside Against Pylons John Rahtz said at the time: “My concerns are about the basic technical solution they’ve chosen, as opposed to just the route.”

BP Aberdeen © DCT
North-east MSP Douglas Lumsden.

He argued that there are no refinements to the overhead design chosen by SSEN Transmission that will reduce its impact.

This is also a concern raised by Lumsden as he argued for transmission lines to be buried or located offshore.

He said: “It is now much easier and less expensive to underground lines or have them out at sea. That should be part of the offer on the table from SSEN.

“But these communities feel as if the original, unvarnished plan is being railroaded through.”

© Supplied by No More Pylons in Dalmally
Villagers in Dalmally are appealing against plans for more pylons by SSEN.

However, the choice to offshore transmission cables or bury them comes with its own issues.

SSEN said: “Our extensive consultation with communities comes as part of a £20bn+ investment to upgrade the electricity network across the north of Scotland, a substantial part of which is in subsea transmission links such as Eastern Green Link 2.

“However, technical challenges and geographical constraints limit the use of only offshore or underground solutions, while the high cost of this technology – underground cables at 400kV are estimated to be between 5 and 10 times more expensive than overhead lines – must be considered to limit the cost to energy bill payers.

“Overhead lines can carry substantially more power than subsea or underground cables, with onshore reinforcements supporting the Scottish Government’s target of achieving an additional 8-12GW of onshore wind by 2030, while helping meet local electricity needs and improving network reliability.”

Eastern Green Link 2 is a 2GW high voltage direct current power line that is set to connect Peterhead in Scotland to Drax in England.

The £4.3bn project is being undertaken by National Grid and SSEN Transmission. The pair broke ground on the Eastern Green Link 2 (EGL2) subsea transmission cable in September.

UK pylon plans

A Scottish Government spokesperson explained that when an application is submitted by SSEN it will follow proper procedure and engage with locals.

“Potential impacts on communities, nature, and cultural heritage, including the cumulative effects of developments, are important considerations in the decision-making process.”

Lumsden joins a list of Tory politicians to object to the power line project as last year Andrew Bowie, Scottish Conservative MP for West Aberdeenshire and Kincardine, stood in opposition to SSEN’s plans.

Bowie said in October: “We want the NESO to spend the next year planning out how it could use underground cables, and undersea where appropriate, without using pylons.

“No doubt there will be physical challenges to that in some areas, but it will be substantially cheaper for the government in the longer term.

“It will also address many of the concerns in my constituency and indeed across Scotland, that the race to net zero will mean an unjust transition for those who would pay the ultimate price for giant pylons being dumped in their garden or field.”

© Supplied by SSEN Transmission
Overhead transmission line . Kintore-Tealing.

SSEN, which is 75% owned by listed energy firm SSE (LON:SSE) has confirmed plans to invest at least £22 billion in “mission critical” grid infrastructure in Scotland by 2031. The firm said the expansion is required to meet the UK Government’s “clean power by 2030” ambitions.

Plans to build thousands of new pylons in rural areas to meet Government targets are sparking backlash in communities across the UK.

In England and Wales, energy secretary Ed Miliband has vowed to “take on the blockers, the delayers, the obstructionists” to the proposed rollout of new pylons, wind turbines and solar panels.

In a clean power “action plan” published in November, the UK’s National Energy System Operator (NESO) urged both governments to speed up planning decisions in order to build more renewables.

NESO noted that the Scottish Government’s energy strategy and just transition plan “does not go into details of the planning and consenting changes required” to deliver its aims but said “it is clear that close collaboration between the UK and devolved governments will be needed”.

How locals can voice their concerns now

Lumsden pointed to 22 separate groups that Gillian Martin is yet to meet with, however, as the government is yet to receive an application this is not unusual.

There has been no shortage of rural objection to overhead powerlines as locals object to how pylons will disrupt local landscapes.

Campaigner Rhaltz previously said: “The prime objection is the visual impact, and the mess it makes of the environment. SSEN should have considered a different form of technology, which is perfectly viable everywhere else in the world.”

The Scottish Government spokesperson explained that the best way for concerned citizens to share their objections before an application is submitted is to contact the firm behind the project.

© Shutterstock
Electricity pylons with wind turbines in the background.

“The most appropriate way for members of the public and communities potentially affected to make their views known at this stage is to engage directly with SSEN who are responsible for developing their proposals before submitting an application,” the spokesperson commented.

The firm said that it has invited “300,000 people” to consultation events as part of its Pathway to 2030 programme. This has encompassed “220 events and public meetings attended by more than 10,000 people,” a spokesperson commented.

“As part of this, we have received and analysed over 12,000 written responses in what we believe is one of the biggest ever such listening exercises across the north and northeast of Scotland,” the firm added.

“This engagement is ongoing, with our most recently held public engagement events seeking views on potential overhead line alignments including community and landowner proposals around Careston, Drumoak and Echt.”

Late last year SSEN laid out plans to build more than 1,000 homes in the North of Scotland while at a Housing Challenge Summit in Aviemore.

The energy firm aims to deliver 400 homes in the Highlands and a further 400 in Aberdeenshire to deal with housing shortages as the regions ramp up industrial development.

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IEA upgrades forecast for 2026 oil demand growth

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Hamm suspends Bakken drilling; Continental reallocates capital to Argentina’s Neuquén basin

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Venture Global gets arbitrator’s nod in Repsol dispute

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EIA: US crude inventories up 3.6 million bbl

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Aramco Starts 1st Bond Sale of The Year

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EIA Sees Glut Widening in 2026

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Photonic chip vendor snags Gates investment

“Moore’s Law is slowing, but AI can’t afford to wait. Our breakthrough in photonics unlocks an entirely new dimension of scaling, by packing massive optical parallelism on a single chip,” said Patrick Bowen, CEO of Neurophos. “This physics-level shift means both efficiency and raw speed improve as we scale up, breaking free from the power walls that constrain traditional GPUs.” The new funding includes investments from Microsoft’s investment fund M12 that will help speed up delivery of Neurophos’ first integrated photonic compute system, including datacenter-ready OPU modules. Neurophos is not the only company exploring this field. Last April, Lightmatter announced the launch of photonic chips to tackle data center bottlenecks, And in 2024, IBM said its researchers were exploring optical chips and developing a prototype in this area.

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Intel wrestling with CPU supply shortage

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Intel’s AI pivot could make lower-end PCs scarce in 2026

However, he noted, “CPUs are not being cannibalized by GPUs. Instead, they have become ‘chokepoints’ in AI infrastructure.” For instance, CPUs such as Granite Rapids are essential in GPU clusters, and for handling agentic AI workloads and orchestrating distributed inference. How pricing might increase for enterprises Ultimately, rapid demand for higher-end offerings resulted in foundry shortages of Intel 10/7 nodes, Bickley noted, which represent the bulk of the company’s production volume. He pointed out that it can take up to three quarters for new server wafers to move through the fab process, so Intel will be “under the gun” until at least Q2 2026, when it projects an increase in chip production. Meanwhile, manufacturing capacity for Xeon is currently sold out for 2026, with varying lead times by distributor, while custom silicon programs are seeing lead times of 6 to 8 months, with some orders rolling into 2027, Bickley said. In the data center, memory is the key bottleneck, with expected price increases of more than 65% year over year in 2026 and up to 25% for NAND Flash, he noted. Some specific products have already seen price inflation of over 1,000% since 2025, and new greenfield capacity for memory is not expected until 2027 or 2028. Moor’s Sag was a little more optimistic, forecasting that, on the client side, “memory prices will probably stabilize this year until more capacity comes online in 2027.” How enterprises can prepare Supplier diversification is the best solution for enterprises right now, Sag noted. While it might make things more complex, it also allows data center operators to better absorb price shocks because they can rebalance against suppliers who have either planned better or have more resilient supply chains.

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Reports of SATA’s demise are overblown, but the technology is aging fast

The SATA 1.0 interface made its debut in 2003. It was developed by a consortium consisting of Intel, Dell, and storage vendors like Seagate and Maxtor. It quickly advanced to SATA III in 2009, but there never was a SATA IV. There was just nibbling around the edges with incremental updates as momentum and emphasis shifted to PCI Express and NVMe. So is there any life to be had in the venerable SATA interface? Surprisingly, yes, say the analysts. “At a high level, yes, SATA for consumer is pretty much a dead end, although if you’re storing TB of photos and videos, it is still the least expensive option,” said Bob O’Donnell, president and chief analyst with TECHnalysis Research. Similarly for enterprise, for massive storage demands, the 20 and 30 TB SATA drives from companies like Seagate and WD are apparently still in wide use in cloud data centers for things like cold storage. “In fact, both of those companies are seeing recording revenues based, in part, on the demand for these huge, high-capacity low-cost drives,” he said. “SATA doesn’t make much sense anymore. It underperforms NVMe significantly,” said Rob Enderle, principal analyst with The Enderle Group. “It really doesn’t make much sense to continue make it given Samsung allegedly makes three to four times more margin on NVMe.” And like O’Donnell, Enderle sees continued life for SATA-based high-capacity hard drives. “There will likely be legacy makers doing SATA for some time. IT doesn’t flip technology quickly and SATA drives do wear out, so there will likely be those producing legacy SATA products for some time,” he said.

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DCN becoming the new WAN for AI-era applications

“DCN is increasingly treated as an end-to-end operating model that standardizes connectivity, security policy enforcement, and telemetry across users, the middle mile, and cloud/application edges,” Sanchez said. Dell’Oro defines DCN as platforms and services that deliver consistent connectivity, policy enforcement, and telemetry from users, across the WAN, to distributed cloud and application edges spanning branch sites, data centers and public clouds. The category is gaining relevance as hybrid architectures and AI-era traffic patterns increase the operational penalty for fragmented control planes. DCN buyers are moving beyond isolated upgrades and are prioritizing architectures that reduce operational seams across connectivity, security and telemetry so that incident response and change control can follow a single thread, according to Dell’Oro’s research. What makes DCN distinct is that it links user-to-application experience with where policy and visibility are enforced. This matters as application delivery paths become more dynamic and workloads shift between on-premises data centers, public cloud, and edge locations. The architectural requirement is eliminating handoffs between networking and security teams rather than optimizing individual network segments. Where DCN is growing the fastest Cloud/application edge is the fastest-growing DCN pillar. This segment deploys policy enforcement and telemetry collection points adjacent to workloads rather than backhauling traffic to centralized security stacks. “Multi-cloud remains a reality, but it is no longer the durable driver by itself,” Sanchez said. “Cloud/application edge is accelerating because enterprises are trying to make application paths predictable and secure across hybrid environments, and that requires pushing application-aware steering, policy enforcement, and unified telemetry closer to workloads.”

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Edged US Builds Waterless, High-Density AI Data Center Campuses at Scale

Edged US is targeting a narrow but increasingly valuable lane of the hyperscale AI infrastructure market: high-density compute delivered at speed, paired with a sustainability posture centered on waterless, closed-loop cooling and a portfolio-wide design PUE target of roughly 1.15. Two recent announcements illustrate the model. In Aurora, Illinois, Edged is developing a 72-MW facility purpose-built for AI training and inference, with liquid-to-chip cooling designed to support rack densities exceeding 200 kW. In Irving, Texas, a 24-MW campus expansion combines air-cooled densities above 120 kW per rack with liquid-to-chip capability reaching 400 kW. Taken together, the projects point to a consistent strategy: standardized, multi-building campuses in major markets; a vertically integrated technical stack with cooling at its core; and an operating model built around repeatable designs, modular systems, and readiness for rapidly escalating AI densities. A Campus-First Platform Strategy Edged US’s platform strategy is built around campus-scale expansion rather than one-off facilities. The company positions itself as a gigawatt-scale, AI-ready portfolio expanding across major U.S. metros through repeatable design targets and multi-building campuses: an emphasis that is deliberate and increasingly consequential. In Chicago/Aurora, Edged is developing a multi-building campus with an initial facility already online and a second 72-MW building under construction. Dallas/Irving follows the same playbook: the first facility opened in January 2025, with a second 24-MW building approved unanimously by the city. Taken together with developments in Atlanta, Chicago, Columbus, Dallas, Des Moines, Kansas City, and Phoenix, the footprint reflects a portfolio-first mindset rather than a collection of bespoke sites. This focus on campus-based expansion matters because the AI factory era increasingly rewards developers that can execute three things at once: Lock down power and land at scale. Standardize delivery across markets. Operate efficiently while staying aligned with community and regulatory expectations. Edged is explicitly selling the second

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Microsoft will invest $80B in AI data centers in fiscal 2025

And Microsoft isn’t the only one that is ramping up its investments into AI-enabled data centers. Rival cloud service providers are all investing in either upgrading or opening new data centers to capture a larger chunk of business from developers and users of large language models (LLMs).  In a report published in October 2024, Bloomberg Intelligence estimated that demand for generative AI would push Microsoft, AWS, Google, Oracle, Meta, and Apple would between them devote $200 billion to capex in 2025, up from $110 billion in 2023. Microsoft is one of the biggest spenders, followed closely by Google and AWS, Bloomberg Intelligence said. Its estimate of Microsoft’s capital spending on AI, at $62.4 billion for calendar 2025, is lower than Smith’s claim that the company will invest $80 billion in the fiscal year to June 30, 2025. Both figures, though, are way higher than Microsoft’s 2020 capital expenditure of “just” $17.6 billion. The majority of the increased spending is tied to cloud services and the expansion of AI infrastructure needed to provide compute capacity for OpenAI workloads. Separately, last October Amazon CEO Andy Jassy said his company planned total capex spend of $75 billion in 2024 and even more in 2025, with much of it going to AWS, its cloud computing division.

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John Deere unveils more autonomous farm machines to address skill labor shortage

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Self-driving tractors might be the path to self-driving cars. John Deere has revealed a new line of autonomous machines and tech across agriculture, construction and commercial landscaping. The Moline, Illinois-based John Deere has been in business for 187 years, yet it’s been a regular as a non-tech company showing off technology at the big tech trade show in Las Vegas and is back at CES 2025 with more autonomous tractors and other vehicles. This is not something we usually cover, but John Deere has a lot of data that is interesting in the big picture of tech. The message from the company is that there aren’t enough skilled farm laborers to do the work that its customers need. It’s been a challenge for most of the last two decades, said Jahmy Hindman, CTO at John Deere, in a briefing. Much of the tech will come this fall and after that. He noted that the average farmer in the U.S. is over 58 and works 12 to 18 hours a day to grow food for us. And he said the American Farm Bureau Federation estimates there are roughly 2.4 million farm jobs that need to be filled annually; and the agricultural work force continues to shrink. (This is my hint to the anti-immigration crowd). John Deere’s autonomous 9RX Tractor. Farmers can oversee it using an app. While each of these industries experiences their own set of challenges, a commonality across all is skilled labor availability. In construction, about 80% percent of contractors struggle to find skilled labor. And in commercial landscaping, 86% of landscaping business owners can’t find labor to fill open positions, he said. “They have to figure out how to do

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2025 playbook for enterprise AI success, from agents to evals

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More 2025 is poised to be a pivotal year for enterprise AI. The past year has seen rapid innovation, and this year will see the same. This has made it more critical than ever to revisit your AI strategy to stay competitive and create value for your customers. From scaling AI agents to optimizing costs, here are the five critical areas enterprises should prioritize for their AI strategy this year. 1. Agents: the next generation of automation AI agents are no longer theoretical. In 2025, they’re indispensable tools for enterprises looking to streamline operations and enhance customer interactions. Unlike traditional software, agents powered by large language models (LLMs) can make nuanced decisions, navigate complex multi-step tasks, and integrate seamlessly with tools and APIs. At the start of 2024, agents were not ready for prime time, making frustrating mistakes like hallucinating URLs. They started getting better as frontier large language models themselves improved. “Let me put it this way,” said Sam Witteveen, cofounder of Red Dragon, a company that develops agents for companies, and that recently reviewed the 48 agents it built last year. “Interestingly, the ones that we built at the start of the year, a lot of those worked way better at the end of the year just because the models got better.” Witteveen shared this in the video podcast we filmed to discuss these five big trends in detail. Models are getting better and hallucinating less, and they’re also being trained to do agentic tasks. Another feature that the model providers are researching is a way to use the LLM as a judge, and as models get cheaper (something we’ll cover below), companies can use three or more models to

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OpenAI’s red teaming innovations define new essentials for security leaders in the AI era

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More OpenAI has taken a more aggressive approach to red teaming than its AI competitors, demonstrating its security teams’ advanced capabilities in two areas: multi-step reinforcement and external red teaming. OpenAI recently released two papers that set a new competitive standard for improving the quality, reliability and safety of AI models in these two techniques and more. The first paper, “OpenAI’s Approach to External Red Teaming for AI Models and Systems,” reports that specialized teams outside the company have proven effective in uncovering vulnerabilities that might otherwise have made it into a released model because in-house testing techniques may have missed them. In the second paper, “Diverse and Effective Red Teaming with Auto-Generated Rewards and Multi-Step Reinforcement Learning,” OpenAI introduces an automated framework that relies on iterative reinforcement learning to generate a broad spectrum of novel, wide-ranging attacks. Going all-in on red teaming pays practical, competitive dividends It’s encouraging to see competitive intensity in red teaming growing among AI companies. When Anthropic released its AI red team guidelines in June of last year, it joined AI providers including Google, Microsoft, Nvidia, OpenAI, and even the U.S.’s National Institute of Standards and Technology (NIST), which all had released red teaming frameworks. Investing heavily in red teaming yields tangible benefits for security leaders in any organization. OpenAI’s paper on external red teaming provides a detailed analysis of how the company strives to create specialized external teams that include cybersecurity and subject matter experts. The goal is to see if knowledgeable external teams can defeat models’ security perimeters and find gaps in their security, biases and controls that prompt-based testing couldn’t find. What makes OpenAI’s recent papers noteworthy is how well they define using human-in-the-middle

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