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electricity costs

also referred to as: electricity cost

5 statements across 5 episodes · 0 bullish · 1 bearish · 5 people on the record · first statement May 12, 2022 by Shayle Kann · across every show →

Everything said about electricity costs, oldest first

May 12, 2022 neutral
Insight
Kann: Direct air capture requires 1-cent rather than 10-cent power to scale
“If you have 10 cent per kilowatt hour power, no direct air capture system is going to be anywhere near in the money, no matter what you define in the money as. If you have one cent per kilowatt hour power, then it looks really, really promising.”
Shayle Kann May 12, 2022 ▶ 36:58 Shayle’s “ask me anything” episode
Oct 20, 2022 neutral
Assertion Not checkable as stated
Fleece: Electricity accounts for 75 percent of levelized hydrogen production costs
“Actually 75% of your levelized cost is down to your electricity cost and natural capex.”
Gnevamir Fleece Oct 20, 2022 ▶ 38:36 What’s holding up hydrogen in Europe?
Feb 6, 2025 neutral
Assertion Supported
Bullard: Energy accounts for only 1.7% to 6.3% of AI training costs
“The energy component of that comes way after the AI accelerator chips, the other server components, the interconnection costs, and it's somewhere between 1.7 and 6.3% of the cost of training and experimentation.”
Nat Bullard Feb 6, 2025 ▶ 45:56 More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Oct 6, 2025 negative
Prediction Not checkable as stated
O'Neill: H.R. 1 and current federal policies will raise electricity costs
“H.R. One and some of what the administration is doing are gonna raise electricity costs for all.”
Heather O'Neill Oct 6, 2025 ▶ 7:29 Frontier Forum: A new playbook for clean energy growth
Jan 20, 2026 neutral
Assertion Not checkable as stated
Burton: Utility cost increases stem from transmission and distribution, not generation
“And if you look at, certainly in this region, How electricity costs have increased for us and actually our gas costs as well. It has been largely on the transmission and distribution side. So not so much, you know, on the generation side.”
Tom Burton Jan 20, 2026 ▶ 13:04 A ‘rain delay’ for the energy transition [partner content]
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