diesel generators
also referred to as: diesel generator
17 statements across 8 episodes · 3 bullish · 5 bearish · 9 people on the record · first statement Oct 27, 2022 by Kate Steele · across every show →
Everything said about diesel generators, oldest first
Oct 27, 2022
Oct 26, 2023 neutral
Oct 26, 2023 neutral
Hade: Economic 24/7 commercial resilience currently requires fossil generation
“I think if you think about an economically viable way to provide commercial and industrial facilities with the type of resilience that most of them are looking for, you're using fossil gas or natural gas or freedom gas plus solar and storage or diesel or propa…”
Apr 7, 2025 negative
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…”
Jun 12, 2025 neutral
Aug 28, 2025
Sep 12, 2025 negative
Oct 30, 2025 neutral
Norris: Data centers will pair batteries with diesel backup generators going forward
“My sense is that all those two-hour battery storage deals that we just mentioned at data centers, they still have gensets, likely diesel for those longer duration emergency events, and they're not at all mutually exclusive, and in fact, it may be that predomin…”
Aug 27, 2026 negative
Wang: Natural gas backup systems cannot match the reliability of on-site fuel
“There's a pretty decent chance at a correlated risk that your gas pipeline is also at risk, and so that external dependency means that you have this common mode failure, which means that your natural gas systems can never
Be as provably reliable as truly havin…”
Aug 27, 2026
Aug 27, 2026 bullish
Aug 27, 2026 positive
Aug 27, 2026 bullish
Wang: Voya achieves 100 MW per acre, quadrupling diesel density
“Per in terms of megawatts per acre, the power density, how much power you can pack in per acre, we are approximately a hundred megawatts per acre in our high density configuration, which is about four times higher than a diesel generator installation”
Aug 27, 2026
Aug 27, 2026 neutral
Aug 27, 2026 bearish
Aug 27, 2026 negative
Wang: Diesel generators produce dirty power needing extra buffering for GPUs
“The power quality coming out of a diesel generator tends to be very dirty in terms of the voltage waveforms for your AC. And if you have spiky loads, it tends not to respond very well, so you have a lot of voltage sag or over voltage. So all that is very chall…”