Electricity Prices
topic on 5 shows · 12 statements across 12 episodes
Invest Like the Best 
Catalyst 
the a16z Podcast 
All-In 
TBPN
12 statements about Electricity Prices, every show
Kann: Data centers lower local electricity rates but increase macro power prices
“At the local level, data centers seem to on balance, probably decrease electricity prices currently. And at the macro level, they are definitely a factor contributing to an increase in electricity prices.”
Janous: Electricity prices did not rise for 100 years during grid expansion
“Electricity prices did not go up for a hundred years as we massively expanded the grid.”
Baker: Behind-the-meter data center deals generally lower local electricity prices
“And the reality is, like, given the deals that are being cut now, when a data center goes in, electricity prices actually generally go down for everyone around there because of behind the meter deals.”
Smith: Gas deficit will hit electricity prices hardest in 2028-2030
“Where you will feel it the most securely will be electricity prices in 28, 29, 20 30 based on our work.”
Kann: Power is the rate limiter to AI growth
“And understanding the multiple factors that drive failure of new transmission, I think, is key to understanding why power is, in my opinion, The rate limiter to AI growth, and why upward pressure on electricity prices will probably sustain for a while.”
Dreyfus: Electricity inflation stems from transmission costs, not generation
“What's really interesting, I think, is really underappreciated, is that's where all the inflation is coming from. It's from the transmission and distribution from the utility, because power prices over the last 20 years, even after the rise we've just had, pow…”
Trump: Tech Companies Must Build Own Power Plants Under New Pledge
“We're telling the major tech companies that they have the obligation to provide for their own power needs. They can build their own power plants as part of their. Factory so that no one's prices will go up and in many cases prices of electricity will go down f…”
Kann predicts US electricity prices will rise over the next three years
“But I could tell you, I think over the next three years, you know, electricity prices are probably going up, not down.”
Engstrom: California electricity prices go negative due to excess generation
“For those that know, at certain times of the day, at certain months of the year we are generating more electricity Than we are using, and prices go negative. You're actually being, being paid to take electricity at certain times of the day.”
McEntush: US grid outages and electricity price volatility are rising
“We have an increase in outages, a lot of this weather related the price of electricity is now a lot more volatile.”
Shah: Announced hydrogen projects model power at $30 to $34 per MWh
“And remember, for a lot of the announced projects in the country, they're talking about 30 to 34 dollars a megawatt hour for the power, right? They're not talking about 12 dollars a megawatt hour for the power.”
Chamath: California electricity prices are three times the national average
“Like, for example, you take a state like California, you know, it's the most populous state in the country, it's the richest state in the country, but it has an electricity prices that are three times higher than the national average.”