Hardware Podcasts

The electricity gauntlet has arrived

Catalyst · 28 Mar 2024 · 47m

What this episode covers

Andy Lubershane, partner and head of research at Energy Impact Partners, joins host Shayle Kann to discuss the 'electricity gauntlet,' a term describing the collision of surging electricity demand and slow supply growth. They analyze how AI data centers and EVs are driving load growth while interconnection queues and transmission bottlenecks delay new capacity. The conversation covers utilities' reliance on natural gas and extended coal operations, alongside potential solutions like nuclear, multi-day storage, and grid-enhancing technologies. They conclude that electricity prices will likely rise, with large consumers like data centers bearing the premium costs.

Most relevant to

early-stage companies

Topics

Mentioned

Companies
Energy Impact Partners, Energy Hub, Bloom Energy, Constellation Energy, Vistra, Dominion Energy, Georgia Power, APS, EverG, Panasonic, First Energy, Form, Fervo, Enchanted Rock, Microsoft, AWS
Also
NERC

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