electricity demand
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 6, 2026 by Zach Dell · across every show →
Everything said about electricity demand, oldest first
Sep 6, 2026 bullish
Dell: US electricity demand CAGR will jump 5x to 10%
“Over the last 20 years, electricity demand has gone at roughly a two percent compounded annual growth grade, and, you know, we think it'll go to, you know, somewhere on the order of 10%, which is obviously a five hex, which on a base as large as energy is real…”