Intersect Power

7 statements across 2 episodes · 4 bullish · 1 bearish · 3 people on the record · first statement Dec 13, 2022 by Marion Hill · said 16 times in 5 episodes since 2022 · across every show →

Mentions by year

brought up most by Sheldon Kimber (7), Shayle Kann (7), Marion Hill (1), Brian Janous (1)

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2026 2 mentions in 1 episode
2025 12 mentions in 2 episodes 6 per episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Intersect Power, oldest first

Dec 13, 2022 bullish
Assertion Supported
Hill cites multi-billion dollar project financings across wind and solar
“When we look at the size of the offshore wind portfolio, Vineyard Wind secured 2.3 billion dollar loan for their vineyard financing. Our NG recently closed an eight hundred million Dollar loan for a portfolio of wind and solar assets, or Intersect Power that s…”
Marion Hill Dec 13, 2022 ▶ 3:50 The trends shaping the energy transition [partner content]
Feb 13, 2025 negative
Prediction Not checkable as stated
Kimber: Federal crackdowns on Chinese clean energy equipment will not ease under Trump
“You've got the commerce and trade. You've got DOD and national defense you know, all kind of coming at, in particular, the Chinese sourced equipment for renewable energy. So that's been happening for a while. I don't anticipate it to get any better under Donal…”
Sheldon Kimber Feb 13, 2025 ▶ 8:01 The case for colocating data centers and generation
Feb 13, 2025 neutral
Disclosure
Kimber: Intersect Power has two multi-gigawatt data center sites in Texas Panhandle
“We've got two multi gigawatt scale data center sites in the panhandle of Texas. One of them's three gigawatts, one of them's over a gigawatt single sites and they're capable of being fully off grid if you want them to. They're on gas, they have you know, multi…”
Sheldon Kimber Feb 13, 2025 ▶ 24:04 The case for colocating data centers and generation
Feb 13, 2025 positive
Assertion Supported
Google and TPG inject $800M into Intersect Power for co-located generation
“Intersect partnered with TPG, which is a big investment firm, and Google on a partnership that initially will inject about eight hundred million dollars into Intersect to develop solar and storage and wind and some gas co-located with data centers in the Unite…”
Shayle Kann Feb 13, 2025 ▶ 4:30 The case for colocating data centers and generation
Feb 13, 2025 neutral
Disclosure
Kimber: Intersect pivoted clean power assets from hydrogen to AI
“We thought maybe hydrogen would be first because of the supply side supports under the IRA. The demand just didn't materialize, and now all of a sudden, AI has just swept up all of the assets that we developed for, you know, behind the meter And co-located loa…”
Sheldon Kimber Feb 13, 2025 ▶ 19:32 The case for colocating data centers and generation
Feb 13, 2025 bullish
Disclosure
Kimber: Intersect Power is project financing about $9B of capex
“We're in the middle of project financing about nine billion dollars of capex right now.”
Sheldon Kimber Feb 13, 2025 ▶ 44:46 The case for colocating data centers and generation
Feb 13, 2025 bullish
Assertion Open · timeframe Feb 2028
Kimber: Co-located renewables can power Texas data centers carbon-free 75%–80% of the year
“75 to 80% of the hours of the year, we can run fully carbon free with, you know, wind, solar, and batteries all on the same site. And then, you know, 20%, maybe a little over 20% of the time, we need to have some gas or we need to use the grid.”
Sheldon Kimber Feb 13, 2025 ▶ 25:58 The case for colocating data centers and generation
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