The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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Burton: Substantially fewer renewables will come online in 2027 and 2028
“And so it really will be in the out years, 27 and 28, where we're going to see substantially less renewables coming online. So, so there's definitely going to be a slowdown.”
Burton: Data centers face power shortages rather than chip or land constraints
“There's plenty of space. There appear to be plenty of chips but there isn't enough power.”
Burton: Utility cost increases stem from transmission and distribution, not generation
“And if you look at, certainly in this region, How electricity costs have increased for us and actually our gas costs as well. It has been largely on the transmission and distribution side. So not so much, you know, on the generation side.”
Burton: Renewable energy developers will face consolidation and a shakeout
“So I do think that there will be a shakeout. There'll be consolidation, you know, for sure.”
Burton: New developers will model clean energy projects without tax credits
“There'll be then, I think, a new crop of, you know, developers, so to speak, or companies that will be, you know, deploying renewables, and that new crop is going to figure out How to model projects that will work without tax credits or will work with less tax…”
Burton: Permitting is probably more critical than tax credits for developers
“I do think that permitting probably is as important, if not more important than, you know, tax credits and some other incentives. You know, the incentives you can model without and with, right? So you can at least figure out what the answer is. When you don't …”
Burton: Data centers drove ratepayer cost hikes and a moratorium in Ireland
“We've seen this in places like Ireland where there's a moratorium now on data centers. Energy prices have gone up so much. Rate payers have been forced to bear those extra costs.”
Burton: Clean energy investment will likely continue declining next year
“Overall, though, you know, when it comes to clean energy, certainly this year, you know, the last three years really have been declining. Overall dollars have declined, you know, each year, and this year is no exception, and it will probably be a similar thing…”
Burton: Foreign businesses are pausing US clean energy investments
“What we're seeing on, on our side is foreign businesses that were Investing in the U.S., buying projects, buying companies, operating companies, and establishing a U.S. Presence are putting those on hold, and they're pulling out.”
Burton: AI power demand will drive growth in grid optimization software
“That, you know, with this increasing demand, it's gonna create a ton of opportunity for businesses that solve the grid optimization problem that create software, and again, AI. So this data center and AI growth can actually contribute to improving delivery on …”
Burton: Massachusetts passed permitting reform with 12-15 month project deadlines
“And at least, you know, in Massachusetts, for example, you know, we passed a permitting reform law in, in the last year that really cut down the time in which renewable energy projects could be permitted pretty substantially, you know, deadlines within a year,…”