US Power Generation

topic on 2 shows · 2 statements across 2 episodes

BG2 Pod Invest Like the Best

2 statements about US Power Generation, every show

INVEST LIKE THE BEST Assertion Not checkable as stated
Smith: Natural gas is overtaking petroleum as America's most important fuel
“Natural gas, which is over 40% of US power generation, has become, or is imminently going to become, the most important fuel in the country. It's overtaking petroleum, given the amount that we use now for generation.”
Matt Smith Jul 21, 2026 ▶ 1:42 Why Natural Gas Will Be AI’s Next Great Shortage · Invest Like The Best
BG2 Assertion Open · timeframe Dec 2030
Gerstner: US Data Center Power Consumption Projected to Reach 18% by 2030
“And here's a forecast I think coming out of semiconductor analysis, it's similar to a lot of the other ones, and it has data centers as a percentage of US power generation going from something like four percent today to something like, you know 18, 19% in 2030…”
Brad Gerstner Apr 4, 2024 ▶ 30:44 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod

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