Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

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.
Player FM - Podcast App
Go offline with the Player FM app!

2025.11.20 | AI Demand Forces $2.4B Spend to Fix Nuclear and Coal Plants

4:48
 
Share
 

Manage episode 520416941 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.

The structural conflict defining the utility sector, known as the reliability paradox, has triggered an immediate $2.4 billion federal spending spree to keep the lights on. This unprecedented investment targets firm power sources—specifically restarting mothballed nuclear plants (like Three Mile Island Unit One for Microsoft's 20-year PPA) and refurbishing controversial coal infrastructure—driven entirely by surging demand from AI data centers and re-industrialization. Analyzing new JD Power data, we reveal the tangible cost to you: projected customer outages are set to surge by almost 60% (from 8 to 13 hours) by mid-2025 due to ongoing grid instability. Tune in to understand the core tension between immediate power needs and long-term cost strategy, and discover the innovative battery technology and complex regulatory battles that are shaping the future of grid stability.

  continue reading

94 episodes

Artwork
iconShare
 
Manage episode 520416941 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.

The structural conflict defining the utility sector, known as the reliability paradox, has triggered an immediate $2.4 billion federal spending spree to keep the lights on. This unprecedented investment targets firm power sources—specifically restarting mothballed nuclear plants (like Three Mile Island Unit One for Microsoft's 20-year PPA) and refurbishing controversial coal infrastructure—driven entirely by surging demand from AI data centers and re-industrialization. Analyzing new JD Power data, we reveal the tangible cost to you: projected customer outages are set to surge by almost 60% (from 8 to 13 hours) by mid-2025 due to ongoing grid instability. Tune in to understand the core tension between immediate power needs and long-term cost strategy, and discover the innovative battery technology and complex regulatory battles that are shaping the future of grid stability.

  continue reading

94 episodes

Все серии

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play