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2025.11.03 | Data Center Demand Shock: Policy Wars and Rising Energy Rates
Manage episode 517558125 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.
Are you prepared for a system shock driven by massive, non-gradual data center demand growth, like the 13% industrial load increase seen by Portland General Electric? This episode dissects the sharp policy clash where the DOE funds coal plant extensions simultaneously as the IEA pushes for clean energy deployment and fossil asset retirement. We analyze the jurisdictional gray area created by the FERC ruling that rejected a national large load tariff, shifting the burden for managing this demand onto state regulators, which threatens grid reliability. Learn why market analysts believe the era of falling electricity prices is over and how these converging pressures mean future ratepayers are certainly on the hook for massive new infrastructure investments.
96 에피소드
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