manufacturing

“Yes, I think that high load customers like manufacturing and data center operators can and will be a really big part of this moment in grid history. They will pay in Much of the incremental cost because of how they value time to power and total availability of…”

“Even if you haircut the forecast growth in data centers and manufacturing by 80 or 90%, you still double the grid. And something I think we need to say more as an industry is doubling the grid is not the high-end reference case here. It's not the sort of what …”

“24 months ago, electric vehicles were the biggest driver of electrification growth, and now it's a distant third, and that happened stunningly quickly.”

“In the sectors that we care about the most when it comes to decarbonization, and really anything having to do with energy, which are, you know, basically manufacturing and construction, labor productivity is, has been flat really for the past 10 to 15 years, a…”

“Overhyped in the sense that people over attribute data center load growth with electricity demand inside the United States. You know, manufacturing and EVs are a huge portion of that. So people think it's all data centers. It's not.”

“I can tell you for certain that it is getting harder and harder to find a site to put any of that stuff because there are data center developers hunting around the entire country trying to find anywhere where that is possible. So it's making it, and that's dif…”

“I think we look at our business much more akin to manufacturing than we look at it as construction, right? You think about, we are, we're trying to do this, a, the same activity a million times, and how do we do that just Slightly more efficient.”