Dan Dreyfus
speaker
166 appearances
3 recordings
2 series
first heard Jun 2026
last heard 12 Jun
Dan Dreyfus’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 3.
Appearances
And you see that thermal coal retirements.
We ain't retiring those coal plants because there's no world
where we're going to be building 100 gigawatts in 10 years.
That's the size of what Japan consumes today for one little part of the US.
And what I'll say is those that understand the supply chain and what goes into building all this, everybody's in panic mode.
because we know that we don't have the raw materials to meet this level of demand that's coming our way.
So that's going to keep existing capacity and power prices very tight.
Now, the data center and the hyperscalers are in a panic
They're trying everything they can to source as much power as they can under long-term PPAs, Power Purchase Price Agreements, at fixed prices for 20 years.
There's a famous example.
I thought Microsoft was a green company, but they went and convinced Constellation Energy, which is a company that owns the Three Mile Island nuclear reactor, the one that melted down and created the nuclear meltdown that gave nuclear a bad name for 30 years.
It was Microsoft.
that told them they needed to start it up.
And in order to incentivize, to stimulate their hand-to-wallet reflex to start this thing up, they said, power prices today are $50 a megawatt hour.
We'll pay you $100 a year for 20 years minimum price for you guys to start this up.
And so here we have it, Three Mile Island brought to you by Microsoft Azure.
So, you know, it's getting harder to do these deals because the regulators are saying, wait a minute, if you're taking all this power off the grid for your data center, how are we going to heat the homes of our customers?
And so, you know, we're getting ourselves
into the moment of what i call crunch time so just to finish up uh here are the numbers on talon um the stock today is sort of in the high 300s if they just do absolutely nothing
Just absolutely nothing.
Showing 81–100 of 166 · page 5 of 9
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