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
Assertion Supported
Kann: US Natural Gas Use Is Split Between Power, Industry, and Buildings
“In the US, for example, as of twenty-twenty, we used 38% of our natural gas in the power sector, 33% directly in the industrial sector, 25% in buildings, mostly for heating.”
Shayle Kann Dec 9, 2021 ▶ 2:27 The future of natural gas
Mar 31, 2022 neutral
Prediction Not checkable as stated
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 …”
Jesse Jenkins Mar 31, 2022 ▶ 47:25 Can Europe quit Russian fossil fuel by next winter?
Jun 23, 2022 bullish
Prediction Not checkable as stated
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…”
Shayle Kann Jun 23, 2022 ▶ 28:27 Which tech is overhyped, underhyped and just right?
Sep 15, 2022 neutral
Assertion Supported
Webber: Agriculture is the top net water consumer, ahead of cities and power
“If you look at consumption, how much water is consumed, agriculture is the biggest consumer, and then cities, then the power sector.”
Dr. Michael Webber Sep 15, 2022 ▶ 14:04 Averting water wars as we decarbonize
Aug 17, 2023 bearish
Prediction Not checkable as stated
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…”
Andy Lubershane Aug 17, 2023 ▶ 48:50 Navigating the electricity gauntlet
Mar 8, 2024 negative
Assertion Partly supported
Groarke: Power sector OPEX is increasing about 14% annually
“OPEX costs are up about, you know, 14% a year.”
David Groarke Mar 8, 2024 ▶ 7:15 The early days of AI on the grid
Mar 8, 2024 neutral
Assertion Supported
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.”
David Groarke Mar 8, 2024 ▶ 14:31 The early days of AI on the grid
Apr 17, 2025
Insight
Friedmann: Gas CCS is most expensive per ton, cheapest per MWh
“If you think about it in terms of dollars per ton, natural gas is the most expensive. If you think about it in terms of dollars per megawatt hour, it's actually the least in the power sector.”
Julio Friedmann Apr 17, 2025 ▶ 9:31 Serving data center load with carbon capture
Jul 3, 2025 neutral
Insight
Current grid operators lack the institutional experience to manage rapid load growth
“I don't think that really anyone has got the muscle for this because it's not been in anybody's lived experience really. And so we're having to think about it pretty fresh.”
Nat Bullard Jul 3, 2025 ▶ 13:10 Fresh intel from state utility regulatory filings
Oct 23, 2025 bullish
Prediction Not checkable as stated
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…”
Andy Lubershane Oct 23, 2025 ▶ 15:37 Five big questions about the future of energy
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