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AEP

3 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 13, 2024 by Brian Janous · across every show →

Everything said about AEP, oldest first

Jun 13, 2024 bearish
Prediction Open · timeframe Jun 2034
Janus: AEP will not connect 90 gigawatts in next decade
“There's no reason to believe that AEP is going to connect 90 gigawatts in the next 10 years.”
Brian Janous Jun 13, 2024 ▶ 13:35 Under the hood of data center power demand
Jun 13, 2024 neutral
Assertion Supported
Janus: AEP runs rare 765 kV transmission system attractive to hyperscalers
“They operate one of the highest voltage Systems in the country. So they operate a seven 65 KV system which is, you know, higher than what anyone else has. There's a little bit of seven 65 in New York as well.”
Brian Janous Jun 13, 2024 ▶ 14:07 Under the hood of data center power demand
Jun 13, 2024 neutral
Assertion Supported
Janous: AEP's data center demand forecast surged 275% in five months
“If you go even back to January of this year, PJM had Roughly four gigawatts of anticipated data center demand for AEP by 2030, and by May, AEP revised that up to closer to 15, in just five months, right?”
Brian Janous Jun 13, 2024 ▶ 15:27 Under the hood of data center power demand
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