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2025.11.14 | 204% Spike! The Cost of Grid Reliability Under AI Demand
Manage episode 519428163 series 3677381
A tartalmat a Edmundo Rodriguez biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Edmundo Rodriguez vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
A catastrophic 204% spike in out-of-market payments (uplift charges) in PJM and a massive cascading failure that hit 95,000 customers in the Western grid reveal the intense stress facing US power infrastructure. As AI Demand is forecasted to push electricity use to 12% of the US total by 2028, these failures are occurring while wholesale natural gas prices are expected to jump 37% in 2025. We explore the difficult regulatory trade-offs, from Virginia approving $122 million for SMR site evaluation costs to North Carolina prioritizing new gas infrastructure for immediate grid reliability. Tune in to understand the fundamental decisions driving the future of electricity, the push for Grid Enhancing Technologies (GETs), and the critical conflict between climate commitments and the necessary energy expansion.
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