Sheldon Kimber
Founder and CEO, Intersect Power. On 2 shows, 3 appearances. The Shows tab opens the full record on each.
founderexecutiveoperatorLinkedIn ↗intersectpower.com ↗
Sheldon Kimber founded Intersect Power in 2016 to build, finance, and operate utility-scale solar, battery storage, and co-located power infrastructure. Previously the Chief Operating Officer of Recurrent Energy, he is known for pioneering merchant solar deployment and structuring major grid-scale transactions.
2shows
3appearances
33statements
5resolved
3supported
2contradicted
60%fully supported
4said about them ↓ Everything Sheldon Kimber said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Kimber: US Grid Transmission Issues Will Not Get Fixed
“No one has the incentive to actually fix the problem, and that's why it won't get fixed.”
Kimber: Data centers are entering an era where grid connection is optional
“Generally speaking, I think we're moving into an era where grid connection is optional and should be optional. And that, you know, we should be able to, you know, operate these things fully off grid if necessary.”
Kimber: Hybrid renewables and gas engines beat new combined-cycle plants
“If you go build a CCGT right now for 2000 dollars KW and, you know, like you can't even find sort of like You know, labor unions and pipe fitters and whatnot that have ever even built these things in many cases, right? You know, it's going to take five, six ye…”
Kimber: AI data centers will never offer flexible power load
“Every second you aren't running that at a hundred percent capacity factor is enormous amortized cost, right? So that it's just, it's one of those things where it's like, you'd be a fool to turn it down. You have to at some points because operationally, you kno…”
Kimber: Edge LLMs trigger recursive queries, massively multiplying datacenter power demand
“Every smaller distilled LLM that is power efficient doing inference is going to launch thousands of queries to bigger, more capable models that can actually reason their way through buying something on Amazon and reason. So it's almost like increasing the worl…”
Kimber: AI inference will ultimately draw far more power than training
“I think now what we're seeing is that inference in the aggregate is actually probably a much larger draw than the training in the long run.”
Kimber: Most projects in transmission queues will never be built
“Most of the stuff that's in the queue isn't even going to get built because there's no land that's even reasonable around those queue positions, right? There it's, you'd have to build something that costs twice as much as it should because the geotechnical con…”
Kimber: Energy load will move directly to power generation sites
“Load will come to generation, right? So load is going to move toward the generation because the grid isn't going to be able to deliver that generation. And that's, you'll see it most, in a most pronounced fashion in these new industries because they don't have…”
Kimber: Five clean energy sectors will become multi-hundred-billion industries
“So, you know, those five industries are what we've identified as, you know, the areas where we think there is inevitable growth in the sort of hundreds of billions of dollars. These are industries that could easily be some of the largest industries that our pl…”
Kimber: Direct air capture costs will drop to $100-$200 per ton
“There are plenty of them out there at industrial scales that will definitely get down into the, you know, 102 hundred dollar, you know, a ton kind of level, at which point capture becomes your backstop technology, if you will, and it will set the price point a…”
Kimber: Intersect pivoted clean power assets from hydrogen to AI
“We thought maybe hydrogen would be first because of the supply side supports under the IRA. The demand just didn't materialize, and now all of a sudden, AI has just swept up all of the assets that we developed for, you know, behind the meter And co-located loa…”
Kimber: Co-located renewables can power Texas data centers carbon-free 75%–80% of the year
“75 to 80% of the hours of the year, we can run fully carbon free with, you know, wind, solar, and batteries all on the same site. And then, you know, 20%, maybe a little over 20% of the time, we need to have some gas or we need to use the grid.”
Kimber: Reputable crypto players are among the smartest in the power market
“All of our interactions with the crypto folks almost universally, I'd say that the reputable players in the space are some of the smartest and most creative people I've found in the power market.”
Kimber: Industrial energy clusters will concentrate in the Texas Panhandle
“We believe there will be large clusters around places like the Panhandle of Texas, where the wind and the sun are very, very advantageous, and the cost of power can not only be low, but Also, the capacity factor, even without battery storage, can be, you know,…”
Kimber: Very Few Hydrogen Developers Have Built 500MW+ Renewable Facilities
“I challenge most people who call themselves hydrogen developers, you know, when you talk to them to ask them how many, 500 megawatt plus renewable facilities they built, because there aren't very many of those, but there's a lot of hydrogen developers.”
Kimber: Most corporate green energy buyers are quietly saving money on power
“The kind of dirty little secret is that most of those companies have been saving money too, right? So they've all been, you know, heroes for the climate, but they've also been kind of making money out the back door, buying really cheap energy from guys like me…”
Kimber: Clean hydrogen and Bitcoin mining have viable models on cheap renewables
“There is very much a business model for making clean hydrogen or Bitcoin or whatever it is from low cost renewables.”
Kimber: Scaling hydrogen electrolyzers does not require radical scientific breakthroughs
“And so electrolyzers, for instance, while they're off, they're very clearly some great tech out there and there may be some breakthrough tech out there, it's not required, right? You can take technology that has been around for quite a while and with some incr…”
Kimber: Industrial steam generation accounts for 20% of global carbon emissions
“You've got 20% of global carbon emissions that come from essentially boiling water to do things like make, you know, everything from consumer packaged goods and, you know cardboard packaging to, you know, drying food.”
Kimber: Small distributed clean energy projects fail to scale profitably
“When you're trying to scale a development business, you oftentimes wind up chasing, like, the small but very profitable project. And the problem with those is even if, you know, you tell yourself, ah, but there's a scalable opportunity here because there are 1…”
Kimber: Federal crackdowns on Chinese clean energy equipment will not ease under Trump
“You've got the commerce and trade. You've got DOD and national defense you know, all kind of coming at, in particular, the Chinese sourced equipment for renewable energy. So that's been happening for a while. I don't anticipate it to get any better under Donal…”
Kimber: 15-year PPA prices are rising despite low spot electricity prices
“There's kind of an odd thing going on where spot prices remain quite low, but, you know, PPA prices for 15 year deals are kind of floating up.”
Kimber: Intersect Power has two multi-gigawatt data center sites in Texas Panhandle
“We've got two multi gigawatt scale data center sites in the panhandle of Texas. One of them's three gigawatts, one of them's over a gigawatt single sites and they're capable of being fully off grid if you want them to. They're on gas, they have you know, multi…”
The other half of the tape: Sheldon Kimber's own voice is left out of every number here. Other people bring the name up 4 times in 3 episodes across the shows. every mention, with the transcript →
Who brings them up most Shayle Kann 2Jigar Shah 1Brian Janous 1
Every mention by year
tap a year for its mentions
Catalyst 4
2025 2 mentions in 1 episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
One line per show, most statements first. The link opens Sheldon's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 GREEN BLUEPRINTLEDGER | Founder and CEO, Intersect Power | 2 | 21 | 50% 1/2 | full record on the Green Blueprint → |
| CATALYSTLEDGER | Founder and CEO, Intersect Power | 1 | 12 | 67% 2/3 | full record on Catalyst → |