Casey Handmer

They could tap into a local gas line.

And actually, if you can tap into a gas line, generally speaking, you can get enough power.

Like the energy transmission capacity of like your regular gas delivery pipelines is way, way higher than electricity overhead lines.

And it's easy to upgrade or whatever.

And so if you're in this situation right now, you say, well, are we constrained by our ability to go and rent gas turbines?

And no, they're not because there was enough available.

once, maybe twice, right?

But at a certain point, you realize, well, as you grow, you start to touch all these additional constraints.

And some of those constraints include gas availability.

So there's a lot of chat about doing this in Pennsylvania, for example, where there's quite a lot of stranded gas in parts of Texas.

But at the same time,

United States is gearing up in its ability to export natural gas overseas.

So the price will not be infinitely low forever.

You start to run into constraints around turbine manufacturing rate, around transformer production rate, around grid capacity, and also kind of running into problems where the AIs and the humans who depend on legacy electricity production and delivery utilities are kind of competing with each other.

We just saw this recent Ford auction in PJM result in

in kind of very high, unsustainably high prices for consumers who depend on cheap electricity to heat and cool their houses and have general prosperity.

So if you kind of look far enough in the future, you say, well,

you can just turn up the dial arbitrarily high.

You can say, well, we're going to put in a gigawatt a year.

Well, we can meet that constraint with gas turbines.