Baseload Power

topic on 2 shows · 2 statements across 2 episodes

BG2 Pod Catalyst

2 statements about Baseload Power, every show

CATALYST Insight
Transmission lines act as direct substitutes for local baseload power generation
“The transmission line itself is a substitution for baseload power, because if you can move more power over more space, you are Reducing the need to have to generate that power on the other end of that congestion. So in that sense, transmission and generation a…”
Brian Janous Sep 12, 2025 ▶ 20:32 When to colocate data centers with generation
BG2 Prediction Open · timeframe Sep 2029
Gerstner: US baseload power growth will surge over next 5 to 10 years
“When you model out the need for data center capacity over the course of the next five to 10 years, you realize for the first time in really two decades, the US's need to grow its baseload power generation is going to go up significantly, significantly faster t…”
Brad Gerstner Sep 9, 2024 ▶ 47:42 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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