United States, every mention
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every year anyone Shayle Kann 834Stephen Lacey 73Sam Jaffe 51Nat Bullard 40Andy Lubershane 40Lara Pierpoint 39Michael Dunne 29Jesse Jenkins 29Colin Grabow 23Varun Sivaram 22
Verbatim, from the transcripts: the passages where United States comes up
Do data centers actually increase electricity prices? No...and yes
- ▶ 20:00 Andy Lubershane Basically two-thirds of all utility spending across the board in the United States, um, is just for
- ▶ 22:28 Andy Lubershane Renewables have been one of the really, um, positive trends for electricity prices in the United States over the past 10 years, because there have been many places in the country, especially when you consider the tax credits that… 3 times in the scene
- ▶ 32:00 Andy Lubershane GDP, or sorry, share of national GDP in the U.S., the share of our wallets, effectively, of all of our, our labor that is, uh, that is going to energy and electricity specifically.
What comes after the data center backlash?
- ▶ 4:51 Brian Janous So, it's, it's interesting because, you know, we've, I mean, you know, we've been building data centers at, at some scale for 20 years in this country. 2 times in the scene
- ▶ 39:37 Brian Janous You know, if you, if you don't care about it, and that goes to, like, how much you care about it being in the United States, and how much you care about data sovereignty and other things, you know. 4 times in the scene
The rise of metal fuels
- ▶ 1:24 Shayle Kann A 170 gigawatts in the United States alone.
- ▶ 33:02 Richard Wang Um, then what's more specific to Voya is the reality that the, the U.S. in particular has completely seeded its entire metallurgical knowledge base and industry. 4 times in the scene
- ▶ 36:33 Richard Wang And in fact, because it's not so useful inside the U.S., where we don't tend to do the kinds of low-end manufacturing that might even use the low-grade aluminum, 4 times in the scene
Critical Capital: Senator Tillis' case for "all-of-the-above" energy
- ▶ 0:54 Stephen Lacey The biggest obstacle to scaling U.S. energy is partisan whiplash, and at a moment when energy is becoming a political weapon, is there any hope in changing it?
- ▶ 2:02 Alfred Johnson Every election brings a new vision for America's energy future.
- ▶ 3:11 Alfred Johnson Senator Tillis argues that America's greatest obstacle isn't a lack of technology or capital, but our inability to build durable policy for the long term.
- ▶ 4:07 Tom Tillis The populist eras of this country in the past were all really defined by a personality, and they lasted about as long as maybe one or two administrations. 2 times in the scene
- ▶ 13:10 Alfred Johnson How do you see the imperative that we have today to make sure that domestic manufacturing for components, minerals, rare earths, all these things is sustainable and strong here in the United States? 3 times in the scene
- ▶ 25:50 Tom Tillis One of the things I wanted to do in North Carolina, I just didn't have time, I was only speaker for four years, but I wanted to establish North Carolina as having the most resilient and hardened grid in the United States.
The electrician shortage slowing the AI boom
- ▶ 24:37 Raymond Hawkins Um, we, we have lots of fives and lots of tens around the, the U.S., so lots of 204 hundreds.
The commercial battery comeback
- ▶ 0:18 Shayle Kann This is about how the solar market developed in the U.S. 2 times in the scene
- ▶ 4:05 Tim Hade And so, if you think about pre-twenty-twenty, I think going into twenty-twenty, there was less than two gigawatts of total storage on the U.S. grid.
- ▶ 8:17 Tim Hade Um, but I think we're in a different world now, you know, 10 years later than we were, and now I think the economic case for CNI storage is a lot more attractive in a much bigger area of the country. 2 times in the scene
- ▶ 15:29 Shayle Kann Ancillary services, you know, you kind of said this, this was like what, this was, the early part of the stationary storage market in the US was entirely ancillary services driven.
- ▶ 22:37 Tim Hade So a lot of storage being deployed in the U.S. today is eligible for a 50% investment tax credit, no change from the IRA to the BBB.
- ▶ 41:06 Tim Hade Um, and then I, my company was acquired by Voltus, and I'm now part of Voltus, which is, uh, one of the best, if not the best aggregators of commercial and industrial load in the United States today.
The multi-billion dollar promise of vehicle-to-grid integration
- ▶ 12:07 Steve Letendre Of course, the CHAdeMO standard is now gone out of favor in the United States, and so the new offerings are based either on CCS or the NAC, uh, the North American charging standard, and so, uh, the Tesla system, uh, with the Cybertruck is…
When will quantum computing have its breakout moment?
- ▶ 28:40 Bob Sorenson So now I'm FedEx and every morning I take every truck in the United States and I optimize the route of every truck. 2 times in the scene
Inside the AI power wars
- ▶ 4:24 Jeremy Eliahu-Ontiveros You see really varying degrees of, uh, first of all, USA versus international, uh, appetite to sort of behind the meter versus grid connection, um,
- ▶ 13:25 Jeremy Eliahu-Ontiveros Basically, you talk to any, any data center developer, sort of, you know, in the U.S., they're all gonna tell you the same story.
- ▶ 31:06 Jeremy Eliahu-Ontiveros Uh, now I would say the two companies that have avoided this to some extent so far are Amazon and Google, uh, because they are the most aggressive, uh, in putting deposits to every single utility in the U.S., right?
Inside the most sophisticated plan for solar geoengineering
- ▶ 30:19 Yanai Yedvab So I would say, again, we're speaking to policymakers in the US, in Europe, in, in, 4 times in the scene
How data centers are complicating transmission expansion
- ▶ 2:00 Shayle Kann In 2013, we built nearly 4000 miles of high-voltage transmission in the United States.
Enter the electric supercycle
- ▶ 7:03 Andy Lubershane Of course, there's a lot of heterogeneity, but on average across the United
- ▶ 11:16 Shayle Kann But on the first point, I periodically remind people that in Western countries, in the United States, for example, electricity currently, uh, accounts for something like 20% of final energy demand. 2 times in the scene
How China is reshaping the global auto market
- ▶ 0:26 Shayle Kann No country has ever scaled car exports that fast, and almost none of them are here in the U.S. 6 times in the scene
- ▶ 4:09 Michael Dunne Brutal, giant, uh, ruthless, and like a meteor from outer space heading our way here in the United States. 3 times in the scene
- ▶ 8:03 Michael Dunne In every time zone has Chinese cars entering them now with one exception, the United States. 6 times in the scene
- ▶ 12:21 Shayle Kann We have multiple automakers in the U.S. and, and those who import into the U.S., and 2 times in the scene
- ▶ 14:29 Michael Dunne In terms of comparison to Europe and the United States, they're 30 to 40% less expensive. 4 times in the scene
- ▶ 19:27 Shayle Kann Um, you know, obviously in the U S we have, we have Waymo, we have the Tesla robotaxi coming. 8 times in the scene
- ▶ 24:21 Michael Dunne So much so, the United States said, hey, what the hell's is going on down there, guys? 10 times in the scene
- ▶ 30:16 Michael Dunne It's absolutely a concern here in the United States, and other countries so far look at it and seem to just shrunk. 6 times in the scene
Surprising trends in global electricity generation
- ▶ 35:57 Shayle Kann The U.S. down at 20%. 4 times in the scene
- ▶ 40:52 Shayle Kann And what's happening in the U.S. right now, um, is a clear rise in new natural gas, planned natural gas generating capacity. 7 times in the scene
Inside the global fertilizer crunch
- ▶ 0:14 Shayle Kann So it's been, as of this recording, a little over 10 weeks since U.S. and Israeli airstrikes hit Iran, and a little over 10 weeks 2 times in the scene
- ▶ 4:12 Shayle Kann Start with what's been going on over the past 10 weeks since the U.S. invaded Iran. 3 times in the scene
- ▶ 10:42 Josh Linville It's, it's a, it's the U.S. invading them.
- ▶ 14:58 Shayle Kann Then the US invades Iran.
- ▶ 21:05 Shayle Kann So we're 10 weeks in now to, uh, the U.S. post-invasion of Iran.
- ▶ 29:11 Shayle Kann We're seeing that, I don't know, with rare earths now in the United States, right?
- ▶ 34:06 Shayle Kann but see what you're saying the U.S. would, or would need to do to avoid the ramifications of that is essentially replicate what China has done, which is ban or restrict exports. 4 times in the scene
Cracking the code on autonomous trucking
- ▶ 1:11 Shayle Kann Trucks hauled over 11.2 billion tons in the last year in the U.S. alone.
- ▶ 28:57 Eyal Cohen Electric trucks in the U S have had a challenging rollout.
How AI is modernizing EPCs
- ▶ 0:30 Shayle Kann Depending on your metric, Solve is usually either the biggest or the second biggest in the U.S.
- ▶ 3:18 George Hershman I mean, the, you know, our demand is real, um, and we're seeing growth in every market across the country. 3 times in the scene
Inside Google’s massive AI capex (live)
- ▶ 2:58 Shayle Kann Electricity transmission infrastructure in the United States, so this is five to seven times that amount, just from Google, just in one year. 2 times in the scene
The rise of flexible data centers
- ▶ 6:10 Varun Sivaram Of America's power.
- ▶ 33:05 Varun Sivaram The, the farsighted way of thinking about this is, as data centers become, by the end of this decade, up to 17% of America's load, and, you know, in the decade beyond, a quarter and a third and half of America's load, it would be a… 2 times in the scene
Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
- ▶ 1:28 Alfred Johnson To the United States at a pretty rapid rate.
- ▶ 12:35 Alfred Johnson The buy side of the market, which is largely U.S. corporates that have tax liability and are investing in credits,
- ▶ 22:05 Alfred Johnson There was not much investment in the U.S. prior to twenty-twenty. 2 times in the scene
- ▶ 25:27 Katie Bayes Manufacturers of those facilities step up and deliver, and you have to navigate geopolitical headwinds, and I mean, it couldn't, it's hard to contemplate, I don't want to say it couldn't be a messier geopolitical environment, but it would… 4 times in the scene
- ▶ 27:56 Alfred Johnson You know, as you start to see geopolitical and global market dynamics and energy play through, that will have all sorts of cascading impacts onto what projects make sense in the United States, what kind of power looks better and worse…
- ▶ 31:31 Katie Bayes That infrastructure in the United States. 2 times in the scene
Building a domestic nuclear fuel supply chain
- ▶ 0:14 Shayle Kann So, for all the talk about a nuclear renaissance that maybe, hopefully is coming in the U.S. and actually is already here in places like Korea and in China, I don't think there's enough talk about the fuel supply chain.
- ▶ 3:33 Scott Nolan And we can talk about types of fuel, but, but all fuel in reactors in the U.S. today is made using a five-step process. 12 times in the scene
- ▶ 12:45 Shayle Kann So we, we mine our uranium, maybe in the U.S., but probably in Canada or in Kazakhstan. 10 times in the scene
- ▶ 22:57 Scott Nolan And so I said, well, why don't, why don't you just get the U.S. companies to, to make HALU? 4 times in the scene
- ▶ 30:40 Scott Nolan Yeah, so Paducah is actually the last place the U.S. did commercial scale enrichment. 3 times in the scene
- ▶ 35:55 Shayle Kann If you could, um, if you could wave a magic wand and solve some problem in the nuclear supply chain that isn't the one you're currently solving, something other than enrichment capacity in the U.S., what would you solve? 10 times in the scene
Battery booms and the rise of flexibility [partner content]
- ▶ 10:40 Sean McAvoy But yeah, we see this kind of cyclical evolution kind of happening from the UK to, you know, the US to Japan and even Australia right now, which is fascinating to watch.
- ▶ 23:46 Sean McAvoy Because the US wants to win the race of AI.
- ▶ 24:41 Sean McAvoy In the U.S., it is not anymore.
The state and future of nuclear waste
- ▶ 0:14 Shayle Kann So, to be clear, I'm super excited about all the momentum that we're seeing right now for building new nuclear power generation in the U.S.
- ▶ 3:30 Dr. Jen Shafer (Jen Schaefer) Right, so, so nuclear waste is basically any commercial waste that the U.S. has is uranium dioxide, basically, uh, ceramic is the way that I describe it, what's made out of your, your coffee, coffee mug there, and it has many things from… 4 times in the scene
- ▶ 15:40 Dr. Jen Shafer (Jen Schaefer) And then what ended up happening, though, is Yucca Mountain is still actually the law of the land in the U.S.
- ▶ 22:54 Shayle Kann You know, let's assume we have a resurgence of new nuclear power in the United States coming in the next decade or two.
Scaling America's domestic solar supply chain
- ▶ 0:12 Scott Moskowitz I think we face two challenges when you're trying to build a factory, which is the first of its kind in the United States. 3 times in the scene
- ▶ 2:40 Shayle Kann So something I've noticed recently, I think there are two prevailing types of sentiment about solar in the United States right now. 2 times in the scene
- ▶ 4:24 Shayle Kann Um, I want to start with a question that, I don't know, feels initially like it's sort of obvious, but I think it's worth walking through it anyway, which is you're a, both personally and professionally, a big proponent of building a… 4 times in the scene
- ▶ 8:17 Scott Moskowitz And, you know, at the moment, we have enough module capacity to supply U.S. demand. 6 times in the scene
- ▶ 12:23 Shayle Kann I mean, and it's hard to be apples to apples, right, in terms of total cost between the U.S. and China in particular, right, because there's like all these hidden subsidies in China. 10 times in the scene
- ▶ 16:51 Shayle Kann And so if you're trying to stand up a supply chain from, from virtually nothing, particularly if we're talking wafers or cells, which you guys are doing at Qcells in the US, um, you don't benefit from that. 5 times in the scene
- ▶ 23:49 Scott Moskowitz We've had, you know, manufacturing as a whole has contracted in the United States over the last five years, except for clean energy manufacturing. 6 times in the scene
- ▶ 28:00 Shayle Kann We never really made wafers for sales in the US before anyway. 10 times in the scene
- ▶ 36:02 Shayle Kann If you're trying to scale up, um, this middle of the supply chain for solar in the US, ingots, wafers, cells, um, what are you finding to be the hardest thing? 6 times in the scene
AI scaling pathways: on grid, on edge, off grid, off planet
- ▶ 8:34 Shayle Kann It is essentially infinite years in the United States, at least in recent history.
- ▶ 29:53 Jake Elder Um, I don't think it is likely, I don't think it is going to be the cheapest source of new compute capacity in three or four years, nor do I think that we're going to be building hundreds of gigawatts of compute infrastructure per year in…
Digging deep for super hot geothermal
- ▶ 3:00 Shayle Kann For enhanced geothermal systems, EGS, those rules are relaxed a bit, but realistically, we're still talking about a swath of the West in the United States, for example.
- ▶ 8:23 Shayle Kann I'm sure this is different all over the world, but talk to me about, like, what are the geologies, and maybe within the U.S., where can you find 800 degrees at, like, three miles? 2 times in the scene
Volts crossover: Six big energy questions
- ▶ 42:53 Shayle Kann I mean, right now we're at 25% in the U.S., right?
- ▶ 46:52 David Roberts And so there's been a lot of talk about how the U.S. can sort of stand up a supply chain of its own. 2 times in the scene
The rise of grid power electronics with Drew Baglino
- ▶ 10:09 Drew Baglino These are sort of uncommon infrastructure, but actually useful when you look at the US with five separate balancing, major balancing authorities in the electricity grid. 2 times in the scene
- ▶ 20:57 Drew Baglino And when you look at distribution voltages in the U.S. that are seven kV, or 12 kV, or 20, 21, or 35 kV, you don't need too many of those devices in series to interact with the grid at those voltages.
- ▶ 27:40 Drew Baglino From the US and from other countries, you know, sometimes it's hard to know where to build a factory, and these factories, they're, they're relatively large investments, and it's not just the investment that, that is at risk, but if you…
- ▶ 33:55 Drew Baglino Um, very few of them are actually made in the US.
PJM and ERCOT navigate a capacity rollercoaster
- ▶ 2:25 Shayle Kann Okay, so I'm admittedly breaking the fourth wall a bit here, but we did, I think, something like 48 episodes of this podcast last year, twenty-twenty-five, and amazingly, the single most popular episode was about the capacity crunch in…
- ▶ 25:20 Paul Siegel That we've seen in the United States over the last five years was URI, uh, where we had a broad-based extended period of cold, we had precipitation, we had ice and freezing rain, and we had frequency deviations that really cascaded and…
- ▶ 40:31 Shayle Kann We'll end up doing a tour of all the, the wholesale power markets in the U.S., but in the meantime, really appreciate your time.
The path to market for new nuclear reactors
- ▶ 3:53 Shayle Kann If I'm a company who wants to go commercialize a new nuclear reactor in the United States, just high level, like, what are the key milestones in my process?
- ▶ 32:56 Shayle Kann All right, so putting this all together, do you have a bet or a guess as to when we will see the first new reactor built, I guess, operating in the United States?
- ▶ 35:16 Shayle Kann She formerly served as the assistant secretary for nuclear energy at the Department of Energy in the United States.
The rise of permissionless DERs
- ▶ 3:05 Shayle Kann But I would say the main thrust of the category, at least in the U.S., are very small batteries that you can usually plug into a standard 120 volt outlet, and you can use them to provide backup for a large appliance, but also
- ▶ 7:41 Shayle Kann Okay, so there, there's some stuff that's, like, not so relevant in the U.S. currently, but, like, balcony solar, this thing that is pretty big in Germany, not so much here, you know, 2 times in the scene
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