Power Plants Must Be Built. I agree with Trump on this, we have to use all of our available legislative and regulatory powers to build more power plants. If it has land and a customer for the energy, we need to build it. Over the past 2 decades our energy demand has increased 9% and over the next 20 years it will increase a projected 55%. That kind of growth with aging infrastructure is a deploy now, now, now time for our grid and economy. AI clusters, like Stargate, can’t be built without the infrastructure and power plants it will take to keep them operating and if we can advantage onsite power plants, then let’s push that forward. Here’s a great slide of what that looks like from NextEra Energy’s investor presentation this past week.
- Utility Dive: Trump plans to use emergency powers to fast-track generation co-located with AI
- Bloomberg: Trump Seizes Wartime Powers in Battle for More Fossil Fuels
- Reuters: Trump’s high-wire act to transform US power grid won’t be easy
- PV-Tech: JinkoSolar subsidiary files patent infringement lawsuit against LONGi
- Renewable Energy World: California just debunked a big myth about renewable energy
- Energy Storage News: China reaches over 70GW of BESS, DC block prices ‘stable’
- Canary Media: Chart – The biggest clean energy projects built in the US last year
- PV-Magazine: Loan guarantee of $1.7 billion to help U.S. producer scale clean hydrogen
Opinion
Best, Yann