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Behind the Markets Podcast: Nathaniel Bullard & Christopher Gannatti

Behind the Markets Podcast

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The Importance of Building Fuller Stacks

The US at the moment has 10,600 power generation assets that have requested connection to the US power grid. If you were to build all of them on a capacity basis, they'd be about 50% more total power generation capacity than exists in the US today. The IRA has definitely supercharged the demand side, and it's given every incentive to build assets but it would be the equivalent of building cars and not building a highway.

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