Get the app
Haley Thompson
Director of energy trading at Luxor Technology and head of Luxor Energy initiatives, speaking about ERCOT, grid impacts of AI/data center load growth, and energy risk management for miners.
Best podcasts with Haley Thompson
Ranked by the Snipd community
Nov 21, 2025
• 43min
THE MINING POD: Nvidia’s Q3 Earnings, ERCOT Power Market Update, Cipher Lands $830M Fluidstack Expansion
chevron_right
Haley Thompson, Director of Energy Trading at Luxor Technology, is the guest, bringing her expertise on energy trading and AI's impact on power markets. She dives into the ERCOT dynamics, explaining how AI demand is stressing infrastructure while detailing the significant 166GW load growth projection through 2030. The discussion also covers risks associated with reliance on natural gas and the funding of infrastructure buildouts, highlighting the major beneficiaries in the energy sector.
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
Get the app
