Catalyst with Shayle Kann

The electricity gauntlet has arrived

62 snips
Mar 28, 2024
The podcast covers the electricity gauntlet with rising demand for power from EVs, data centers, and electrification. Utilities are struggling to keep up with supply. The AI race is fueling demand, leading to new gas plants and open coal plants. Topics include nuclear power, grid-enhancing tech, geothermal, and multi-day storage solutions.
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ANECDOTE

Coal Stays Online

  • Utilities are delaying coal plant retirements due to unexpected load growth.
  • Evergy in Kansas, for example, will keep a coal plant open longer due to a new battery factory.
INSIGHT

Natural Gas Inevitable

  • Meeting short-term electricity demand increases requires new generation capacity.
  • Natural gas plants offer the easiest and fastest way to achieve this.
INSIGHT

Nuclear Renaissance?

  • Nuclear power is a clean, firm, and geographically flexible generation source.
  • The current energy challenges may spur a nuclear renaissance, though not immediately.
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