# The electricity gauntlet has arrived

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2024-03-28
- Length: 47m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2024-03-28-the-electricity-gauntlet-has-arrived

## Summary

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.

## Chapters

- [3:28](https://hardwarepodcasts.com/podcast/catalyst/2024-03-28-the-electricity-gauntlet-has-arrived#t=208) Introduction: Andy Lubershane and the Electricity Gauntlet
- [5:31](https://hardwarepodcasts.com/podcast/catalyst/2024-03-28-the-electricity-gauntlet-has-arrived#t=331) The Gauntlet Defined: Demand vs. Supply Constraints
- [9:13](https://hardwarepodcasts.com/podcast/catalyst/2024-03-28-the-electricity-gauntlet-has-arrived#t=553) AI Supercharging the Gauntlet and Market Reactions
- [14:37](https://hardwarepodcasts.com/podcast/catalyst/2024-03-28-the-electricity-gauntlet-has-arrived#t=877) Utility Responses: Coal Retirements and Natural Gas
- [19:35](https://hardwarepodcasts.com/podcast/catalyst/2024-03-28-the-electricity-gauntlet-has-arrived#t=1175) Clean Firm Alternatives: Nuclear, Geothermal, and Storage
- [35:06](https://hardwarepodcasts.com/podcast/catalyst/2024-03-28-the-electricity-gauntlet-has-arrived#t=2106) Grid Enhancing Technologies and Future-Proofing Gas
- [39:06](https://hardwarepodcasts.com/podcast/catalyst/2024-03-28-the-electricity-gauntlet-has-arrived#t=2346) Impact on Electricity Prices and Customer Premiums
- [43:39](https://hardwarepodcasts.com/podcast/catalyst/2024-03-28-the-electricity-gauntlet-has-arrived#t=2619) Is the Gauntlet Overblown? Long-Term Electrification

## Topics

- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)

## Most relevant to

early-stage companies

## Mentioned

- Energy Impact Partners (company)
- Energy Hub (company)
- Bloom Energy (company)
- NERC (other)
- Constellation Energy (company)
- Vistra (company)
- Dominion Energy (company)
- Georgia Power (company)
- APS (company)
- EverG (company)
- Panasonic (company)
- First Energy (company)
- Form (company)
- Fervo (company)
- Enchanted Rock (company)
- Microsoft (company)
- AWS (company)

## Related episodes from other shows

- [All Heat, No Useful Work](https://hardwarepodcasts.com/podcast/the-amp-hour/2026-05-25-all-heat-no-useful-work) (The Amp Hour)
- [EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch](https://hardwarepodcasts.com/podcast/the-circuit/2026-08-03-ep-186-mobile-bottlenecks-skyrocketing-ai-capex-and-the-compute-crunch) (The Circuit)
- [Aligning Passion With Purpose: A Journey to Electrification and Sustainability](https://hardwarepodcasts.com/podcast/moores-lobby/2025-06-17-aligning-passion-with-purpose-a-journey-to-electrification-and-sustainability) (Moore's Lobby)
- [Managing Energy At The Edge: Navigating The Modern Grid With Itron](https://hardwarepodcasts.com/podcast/over-the-air/2024-09-05-managing-energy-at-the-edge-navigating-the-modern-grid-with-itron) (Over the Air)
- [Renewable Energy Policy with Ari Gerstman](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-05-02-renewable-energy-policy-with-ari-gerstman) (The Amp Hour)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/catalyst/2024-03-28-the-electricity-gauntlet-has-arrived. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Catalyst.