Dan Cook
speaker
357 appearances
1 recordings
1 series
first heard Jun 2026
last heard 9 Jun
Dan Cook’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
20 years ago, even 10, 15 years ago, a large industrial load was an aluminum smelter.
It was a steel mill.
It was, you know, the typical heavy manufacturing, dirtier industries that, you know, people... Yeah, that was as intense a load as you would get.
Yeah, I mean, you might have had 100 megawatts for, you know, a steel mill or, you know, a mini mill and giant arc furnaces and very significant loads at the time.
Now, 100 megawatts is...
year one for a new data center potentially, right?
Yeah.
Well, absolutely.
And I think it's not only caught the generation business a little flat footed, but the transmission business, right?
And the utilities, I think my understanding is historically, the data center folks are looking for good interconnects.
They're looking for speed to power in a conventional sense where the utilities have capacity and they're able to...
bilaterally negotiate a good position and good transmission service, whereas I'd be hard-pressed to find that that exists today.
And even in the last 12 to 18 months since we've become more aware of what the data center industry needs, the transitions to going behind the meter and having to bring your own resources, bring your own capacity, it feels like that even happened quicker than we anticipated.
So when you look at the generation industry, because they are, at least in most of the country, largely decoupled, the provision of power and energy, the interconnection cues for new generation assets are as high as they've ever been.
I mean, they've bloated, quite frankly.
Yeah.
And the Qs themselves have had to deal with an insane amount of backlog.
Q reform to get rid of speculative projects.
They've increased the costs for basically every technology everywhere in every single market.
But the lead times are coming down, right?
Showing 41–60 of 357 · page 3 of 18
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