Sheldon Kimber

Everything Sheldon Kimber said on any show that made the record, most notable first. Each card names its show and opens the statement there.

GREEN BLUEPRINT Insight

Kimber: Renewable development has low entry barriers but high exit barriers

“There are really, really low barriers to entry in this business and really, really high barriers to actually successful exit.”

Sheldon Kimber Nov 15, 2023 ▶ 6:07 The future of the ‘broken’ grid [partner content]

GREEN BLUEPRINT Prediction Not checkable as stated

Kimber: Texas Panhandle Electrolysis Will Reach Tens of Gigawatts

“So, you know, over the longer term, I think that will be the very, very scalable output here, because the scale of what we're talking about, say, in the panhandle is, you know, ultimately probably in the tens of gigawatts of electrolysis by the time this is al…”

Sheldon Kimber Nov 15, 2023 ▶ 11:25 The future of the ‘broken’ grid [partner content]

GREEN BLUEPRINT Prediction Not checkable as stated

Kimber: Energy-intensive businesses will reprioritize energy availability over decarbonization alone

“I do think a reprioritization around not just clean energy, but energy availability is coming for very, very energy intensive businesses generally.”

Sheldon Kimber Nov 15, 2023 ▶ 15:01 The future of the ‘broken’ grid [partner content]

GREEN BLUEPRINT Prediction Not checkable as stated

Kimber: Utilities could build localized regional microgrids in constrained renewable zones

“So you could actually see kind of localized transmission networks even if it's not behind the meter serving as kind of almost like mini microgrid or, you know, maxi microgrids, if you will, you know larger versions of microgrids that are still public utilities…”

Sheldon Kimber Nov 15, 2023 ▶ 17:14 The future of the ‘broken’ grid [partner content]

GREEN BLUEPRINT Prediction Not checkable as stated

Kimber: Electrolyzers will follow the same cost drop curve as solar and batteries

“It happened in solar. It then happened in wind. It's happening in batteries. It'll happen in electrolyzers.”

Sheldon Kimber Mar 29, 2022 ▶ 1:27 The ‘inevitable industries’ that will decarbonize the world [branded content]

GREEN BLUEPRINT Assertion Not checkable as stated

Kimber: Low-heat industrial steam can be decarbonized using existing electrification technologies

“There's a lot of steel, and there's a lot of cement, but there's also an enormous amount of relatively low quality, low heat steam that is out there that could easily be addressed with even today's electrification technologies.”

Sheldon Kimber Mar 29, 2022 ▶ 10:01 The ‘inevitable industries’ that will decarbonize the world [branded content]

GREEN BLUEPRINT Insight

Kimber: Large EV charging stations can operate as wholesale power plants

“Opportunities then for these charging stations to essentially participate as, you know, wholesale power plants, right? Providing storage services to the grid, that sort of thing.”

Sheldon Kimber Mar 29, 2022 ▶ 11:53 The ‘inevitable industries’ that will decarbonize the world [branded content]

GREEN BLUEPRINT Prediction Not checkable as stated

Kimber: Clean energy scaling ultimately depends on local community permitting acceptance

“Ironically, it is going to come down to people and neighbors and whether or not they allow these solutions to be built in their neighborhoods, in their counties, in their towns for us to scale as fast enough.”

Sheldon Kimber Mar 29, 2022 ▶ 15:03 The ‘inevitable industries’ that will decarbonize the world [branded content]

CATALYST Disclosure

Kimber: Intersect Power is project financing about $9B of capex

“We're in the middle of project financing about nine billion dollars of capex right now.”

Sheldon Kimber Feb 13, 2025 ▶ 44:46 The case for colocating data centers and generation

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

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 →