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.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

Appearances

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There was sort of this incremental rise with renewables where it was economic in certain areas, component prices kept coming down, power prices, gas prices went a different way over the past three to four years, given some of the macro factors affecting those.
But
It happened to you guys pretty fast.
I'm surprised even just in the time that I've been aware of more intimately what the data center industry needs.
I've been in counties where you'll see signs, you'll see no data centers in our backyard.
And I didn't necessarily expect to see that because the projects are just so large and the impact that they have on economic growth is now so clear.
Now, to your point on the kind of behind the meter versus from the meter, I hadn't necessarily thought about it that way.
I think there's a really interesting case where that owning that front of the meter narrative and saying, we're here to make things better.
We're not necessarily here to just island everything and say, leave us alone, give us our permits, and we'll pay some taxes or not.
I think that's an interesting perspective.
I'd be curious to see...
how quickly you know those projects can you know accelerate or bring those improvements or really have an impact on the grid because again we're you know the grid's the grid and and what's equal of generation is is at least somewhat true of the load side of the equation as well you'd expect load to be preference at some point ultimately um you know these are the end users here
I think there is opportunity for that.
I mean, when you look at maybe where projects, some of the new areas that you can cite projects, you're effectively creating new load pockets and that's going to maybe alleviate certain constraints on the grid on one side.
And sure, there could be trade-offs elsewhere.
We
But I do think there is an opportunity to be part of the solution and not just to have that being served mentality.
And I guess to go back even to that positioning on front of the meter versus behind the meter, I would imagine, and correct me if I'm wrong, if there's a lot of behind the meter projects that are saying, we're going to deploy that way and we want to remain that way indefinitely, I
My understanding is that's not really the strategy.
I mean, there's probably going to be a grid connect being pursued in parallel anyways.
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