gas generation
3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement May 20, 2025 by Tristan Doherty · across every show →
Everything said about gas generation, oldest first
May 20, 2025 bullish
Nuclear and gas lead times make batteries the immediate grid solution
“Nukes are probably five or 10 or more years out. New gas generation. You can't get a new gas generator for probably four or six years at the very shortest. And so the most immediate and economical solution is really that those renewables and batteries.”
Jun 5, 2025 positive
Kann: Data centers and utilities, not merchant generators, drive new gas build
“I don't think there is a lot of new merchant gas being developed. Mostly what's happening is it's other utilities saying we need it for, cause we need more capacity or it's data centers and there'll be the longterm offtake on the project.”
Jul 31, 2025 neutral
Piper: PJM accredits 100MW of solar as just 8 to 10MW
“If you bring a hundred megawatts of gas generation, we count that as about 70 megawatts of reserve contribution. If you bring a hundred megawatts of solar, we may count that as eight to 10 megawatts of reserve contribution. You know, very, very conservative, m…”