Discussion about this post

User's avatar
Dave Braun's avatar

Long term nuclear is the answer for clean, reliable power. Likely Amazon plans to build nuclear plants and transition away from natural gas by 2040... at least that would be interesting to see how they plan that far out.

Michael Flood's avatar

When we see these new "off-grid" power plants and they claim they are building them in order to ensure consumer power rates don't go up - that doesn't work. This may be a great example. It may become the largest Natural Gas power plant in the country. While it is new, and built to exclusively sell to the data center, it will be buying Natural Gas as an input - a lot of Natural Gas. That will necessarily have an impact on the price of Natural Gas on the market.

Even if a power plant is "isolated" from the grid, it is still part of a connected marketplace...

Have you ever looked at the total amount of input materials for these new off-grid power plants and how their demand may impact the larger market and thus flow thru to driving up power costs at grid-connected plants? Are they significant enough in scale to impact the market, independently or collectively?

4 more comments...

No posts

Ready for more?