The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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CATALYST Assertion Supported
Stadler: Microgrid power costs reach 3-4¢/kWh including capex over 20 years
“We really get down to three, four cents, including all the capital that we installed there, and we model actually escalation on the electricity side by 10% every year, and natural gas also going up by five percent every year. But still, at the end of the analy…”
Michael Stadler Apr 7, 2025 ▶ 11:15 Frontier Forum: Future-proofing data center power infrastructure
CATALYST Insight
Stadler: Standalone gas or diesel generators become stranded data center investments
“You might think that installing just a small gas generator, diesel generator might be the solution, but it's actually kind of stranded investment. Because, I mean, after, let's say the utility comes online and gives you the power of three or four years, you ha…”
Michael Stadler Apr 7, 2025 ▶ 5:22 Frontier Forum: Future-proofing data center power infrastructure
CATALYST Assertion Not checkable as stated
Stadler: Modeling shows data centers can operate 100% grid-independent
“And the analysis is that we did for these two cases actually suggested you can run 100% grid independent, right? And then it just becomes a redundancy challenge for the generators.”
Michael Stadler Apr 7, 2025 ▶ 13:23 Frontier Forum: Future-proofing data center power infrastructure
CATALYST Insight
Stadler: Pure solar and battery microgrids are uneconomic for outage resilience
“If you, if you're focusing on costs and carbon emissions, you will always see a combination between renewable technologies and In some gas fart engines for backup reasons or for resiliency reasons, right? It's pretty bad idea from an economic perspective to ha…”
Michael Stadler Apr 7, 2025 ▶ 19:08 Frontier Forum: Future-proofing data center power infrastructure
CATALYST Assertion Supported
Stadler: Microgrids cut data center power costs up to 80% in modeling
“And we have seen cost reductions up to 80% in, in California and 60% in Virginia While the electricity rate was really almost half than in California.”
Michael Stadler Apr 7, 2025 ▶ 7:23 Frontier Forum: Future-proofing data center power infrastructure
CATALYST Assertion Not checkable as stated
Stadler: Early microgrid feasibility studies cost $500k and took five engineers a year
“As I did this the first time, I mean, more than 10 years ago, it was half a million dollar five engineers working a full year to figure out how big a battery, a PV system should be for demand, charge management, all that stuff, right?”
Michael Stadler Apr 7, 2025 ▶ 21:43 Frontier Forum: Future-proofing data center power infrastructure
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