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2025.11.07 | Data Centers vs. Consumers: Who Pays the $163 Billion Utility Bill?

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Manage episode 518167192 series 3677381
Content provided by Edmundo Rodriguez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Edmundo Rodriguez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Regular consumers are facing a potential $163 billion utility bill due to massive electricity demands from data centers. We analyze the policy fights, including PJM Interconnection's move to voluntary operational rules, effectively socializing the risk of grid strain and blackouts. Discover how utility giants are pouring billions into expansion (like Alliant's 17% capex jump) to meet this load growth, even as the generation mix is dominated by intermittent solar. Tune in to understand the fundamental challenges facing the grid and what new operational rules are desperately needed to manage soaring capacity costs and keep the lights on.

  continue reading

84 episodes

Artwork
iconShare
 
Manage episode 518167192 series 3677381
Content provided by Edmundo Rodriguez. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Edmundo Rodriguez or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Regular consumers are facing a potential $163 billion utility bill due to massive electricity demands from data centers. We analyze the policy fights, including PJM Interconnection's move to voluntary operational rules, effectively socializing the risk of grid strain and blackouts. Discover how utility giants are pouring billions into expansion (like Alliant's 17% capex jump) to meet this load growth, even as the generation mix is dominated by intermittent solar. Tune in to understand the fundamental challenges facing the grid and what new operational rules are desperately needed to manage soaring capacity costs and keep the lights on.

  continue reading

84 episodes

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