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2025.08.18 | Shockwaves & Shortfalls: America's Grid at a Tipping Point
Manage episode 501000938 series 3677381
Edmundo Rodriguez에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Edmundo Rodriguez 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The U.S. electric power sector faces a critical juncture, grappling with unprecedented demand, strained supply chains, and a fluctuating policy landscape. Energy-hungry data centers are driving an exponential surge in electricity costs, accounting for 70% ($9.3 billion) of PJM Interconnection's increased expenses last year. Compounding this, a severe supply deficit for large power transformers—projected at 30% for 2025—threatens basic grid maintenance and severely slows recovery from outages, posing a national security concern. Amidst complex regulatory shifts, emerging security threats, and shifting geopolitics, utilities are adapting through consolidation and integrating energy storage as core assets, all while balancing immediate cost pressures with vital long-term investments for a resilient and evolving grid.
44 에피소드
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