natural gas power generation
3 statements across 3 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Aug 17, 2023 by Andy Lubershane · across every show →
Everything said about natural gas power generation, oldest first
Aug 17, 2023 positive
Lubbershane: New gas plants are the only near-term option for gigawatt loads
“I mean, if you do need to serve gigawatt scale new loads within, like, let's say the next three, maybe even up to five years, it's really hard to find, to think of another option that will really work, especially if that's, you know, more than very low capacit…”
Jun 5, 2025 bullish
Kann: Turbine makers Mitsubishi, Siemens, and GE Vernova are sold out
“Between the relaxation of emissions constraints and the rapid load growth that we've discussed innumerable times on this podcast before, perhaps the biggest winners are the companies like Mitsubishi, Siemens, and GE Vernova who make turbines. Of course, one re…”
Jul 17, 2025 bearish
Lubershain: Nuclear will never beat natural gas on pure economics
“Nuclear, my own view is really never gonna look great from a pure economic basis on paper, relative to, say, just more natural gas power generation, unless we have, like, significant gas, natural gas resource constraints, which we might have bottlenecks in, in…”