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2025.10.03 | Avoid Stranded Assets: Fixing Volatile Data Center Load Forecasts
Manage episode 510409618 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.
Geopolitical volatility around essential tech hardware, like the reported chip deal delays, is exposing utilities to billions in potential stranded assets when massive forecasted data center load vanishes. We break down the tightening regulatory environment, focusing on new NERC compliance rules that push supply chain risk down to developers and expand required physical security protocols to non-critical facilities. Learn how to strategically shift security spending, adapt Integrated Resource Planning processes, and understand why specialized, often unregulated firms are aggressively capturing the high-margin power quality space demanded by data centers. Finally, we detail the dual impact of lower expected interest rates, which gives regulators more ammunition to push back hard on requested returns on equity (ROE) during rate cases.
69 에피소드
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