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2025.11.14 | 204% Spike! The Cost of Grid Reliability Under AI Demand
Manage episode 519428163 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.
A catastrophic 204% spike in out-of-market payments (uplift charges) in PJM and a massive cascading failure that hit 95,000 customers in the Western grid reveal the intense stress facing US power infrastructure. As AI Demand is forecasted to push electricity use to 12% of the US total by 2028, these failures are occurring while wholesale natural gas prices are expected to jump 37% in 2025. We explore the difficult regulatory trade-offs, from Virginia approving $122 million for SMR site evaluation costs to North Carolina prioritizing new gas infrastructure for immediate grid reliability. Tune in to understand the fundamental decisions driving the future of electricity, the push for Grid Enhancing Technologies (GETs), and the critical conflict between climate commitments and the necessary energy expansion.
94 에피소드
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