power sector
also referred to as: the power sector
10 statements across 9 episodes · 2 bullish · 2 bearish · 7 people on the record · first statement Dec 9, 2021 by Shayle Kann · across every show →
Everything said about power sector, oldest first
Dec 9, 2021 neutral
Mar 31, 2022 neutral
Jenkins: Reducing gas usage could decouple European power and gas prices
“I do think longer term, you're right, it would, could split that link if, you know, if basically natural gas plays a very small role in, in Europe's energy mix in another five years that'll help drive a wedge between the prices in the power sector and the gas …”
Jun 23, 2022 bullish
Kann: Clean hydrogen will significantly decarbonize ammonia, chemicals, and heavy industry
“In the sectors where, first of all, we already use hydrogen, things like ammonia and chemicals production and then potentially in a few other really difficult to abate industrial sectors including to some extent in the power sector, I think hydrogen is going t…”
Sep 15, 2022 neutral
Aug 17, 2023 bearish
Lubbershane: Surging electricity costs could cause voters to abandon decarbonization
“If the power sector isn't able to make it through this period and it results in People unable to build new manufacturing facilities, new data centers in a timely fashion. And if it results in kind of costs starting to spiral out of control, electricity costs s…”
Mar 8, 2024 negative
Mar 8, 2024 neutral
Groarke: Utility LLM use focuses on enterprise tasks, not grid operations
“We're seeing some application of LLMs across the industry, but usually at the enterprise level around regulatory documents around, you know, generating text or guidance. Less on the actual power sector side of the operation itself itself.”
Apr 17, 2025
Jul 3, 2025 neutral
Oct 23, 2025 bullish
Lubershain: Power equipment manufacturers will perform well for at least five years
“If you're making transformers or switchgear or conductor or turbines of almost any kind or engines of almost any kind, if you're making a way of producing, generating electricity or delivering it, you're probably doing pretty well. Right now. And I think we'll…”