Janus: Utilities Can Meet Load Growth Without Heavy Natural Gas Buildout
Brian Janous · Energy is now the ‘primary bottleneck’ for AI · May 21, 2024 · at 32:40
Brian Janus responds to Stephen Lacey's question on whether utility load growth from data centers and factories can be served without building new gas plants.
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“I think we can. I think there is a lot of levers that we have at our disposal, you know, and I have, I've had empathy for my friends in the southeast. I know that they're under a lot of pressure, and I know that, you know, they, they're at the tip of the spear here because, you know, not only are they seeing a lot of demand from data center growth, they're actually where we're seeing a lot of demand for factories as well. So, you know, they're all under a tremendous amount of pressure to deliver, you know, for their shareholders, for their states, as much as they can but there are other levers that we have, and there are ways to manage this, and it just, it's going to take a little bit of time to really work through what are these solutions, and how can we deliver them at scale, but I am optimistic that we will be able to create pathways where we can continue to grow the grid, and we can do it in a way that, that is truly sustainable.”
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