electricity system
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 3, 2022 by Liza Reed · across every show →
Everything said about electricity system, oldest first
Nov 3, 2022 bullish
Sep 10, 2026 bearish
Lubershain: Data center demand shock creates systemic price inflation across electricity delivery
“There's a demand shock and supply chains, like basically every step in the supply chain for equipment, For the electricity system to deploying that equipment and getting it online and hooking everything up is bottlenecked and cannot keep up with demand. And be…”