Generation

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Mar 27, 2025 by Tyler Norris · across every show →

Everything said about Generation, oldest first

Mar 27, 2025 positive
Assertion Supported
Norris: ERCOT gets generation online faster by waiving upfront deliverability
“And, right, that's exactly what ERCOT does, right, for generation. They don't require upfront deliverability, and it allows them to get generation online much more quickly and at much higher rates.”
Tyler Norris Mar 27, 2025 ▶ 27:21 The potential for flexible data centers
Jul 31, 2025 bullish
Prediction Not checkable as stated
Piper: Capacity incentive prices can only go up across US power markets
“If you think about reducing those assessments of reliability contribution, but increasing your planning reserve targets, you're saying, well, we want more, but what generators bring is less then You know, it's a very strong signal to bring new generation to ma…”
Steve Piper Jul 31, 2025 ▶ 31:20 PJM and the capacity crunch
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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