Electricity System

topic on 1 show · 2 statements across 2 episodes

Catalyst

2 statements about Electricity System, every show

CATALYST Insight
Lubershain: Data center demand shock creates systemic price inflation across electricity delivery
“There's a demand shock and supply chains, like basically every step in the supply chain for equipment, For the electricity system to deploying that equipment and getting it online and hooking everything up is bottlenecked and cannot keep up with demand. And be…”
Andy Lubershane Sep 10, 2026 ▶ 19:02 Do data centers actually increase electricity prices? No...and yes
CATALYST Prediction Not checkable as stated
Reed: Decarbonizing the grid requires at least doubling transmission capacity
“The scale that we need to decarbonize the electricity system means we need to get twice as much transmission capacity or more. In the coming decades.”
Liza Reed Nov 3, 2022 ▶ 38:32 Getting more energy on the wires

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