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Dave Walsh

πŸ‘€ Speaker
124 total appearances

Appearances Over Time

Podcast Appearances

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

on its regions and NERC and the state utilities and the public service commissions to let AI and data center clients build their own capacity, build their own capacity, take advantage of the makers depreciation, remove restrictions that cause local builders and power plants to not be able to sell power into regulated grids

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

but for the utility being the buyer of it, remove those restrictions.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

Remove restrictions that cause the interconnect to be massively costly in a lot of states that are regulated and really prohibit independent power production in that way.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

Chris Wright did mention the Enron case from 20 years ago, 25 years ago, promoting

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

the good cause for independent power plant investment to occur in this country, which has been in some states blocked by high, high tariffs for integrating independent power capacity that does compete with utilities to dismantle that, to hopefully allow the AI and data center builders of power plants

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

to take advantage of a deregulated situation where they can build them on an unrestricted basis, not face high tariffs for integrating into the grid, nor restrictions to sell their power.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

Say their business drops, they need to sell their power across their border of their facility into the grid.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

We want to let them do that.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

That's good for more capacity in the system being created.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

So hopefully those kinds of things occur.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

really don't want as much of as them just plugging into the grid, taking advantage of the fact that then rate payers wind up paying the $2.5 billion cost, 90% of it for a new power plant, so they can simply plug into the grid just like you and I do if we move from home A to home B. It's not that simple.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

If they're causing 1,000 megawatt at a time in advanced capacity to be needed,

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

they should pay their fair share for that, not just a small 7.5% because, well, they're that small percentage of load, plus they get this very large discount already as a major, major bulk user that, again, across the country tends to be about a 70% discount compared to residential ratepayers.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

So this has to be carefully done, but good to be charging FERC to begin to take action on some rulemakings to...

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

free up more independent power production in this country by AI and data center, hopefully building their own generating capacity.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

You can find me on the Dave Walsh Energy at Getter Crew Social on X. Thank you, Steve.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

Yeah.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

I've got two more in Florida, one South Florida, one in Pensacola, uh,

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

in November on the topic of the utility rate increases in Florida, which get right at this topic of, you know, we can't have a situation where the utilities are feeding.

Bannon`s War Room
Episode 4879: Green Policy And AI To Blame For Electricity Prices Increasing; An Inconvenient Study

I mean, we cannot have a situation.