Dave Walsh
π€ SpeakerAppearances Over Time
Podcast Appearances
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
but for the utility being the buyer of it, remove those restrictions.
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.
Chris Wright did mention the Enron case from 20 years ago, 25 years ago, promoting
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
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.
Say their business drops, they need to sell their power across their border of their facility into the grid.
We want to let them do that.
That's good for more capacity in the system being created.
So hopefully those kinds of things occur.
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.
If they're causing 1,000 megawatt at a time in advanced capacity to be needed,
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.
So this has to be carefully done, but good to be charging FERC to begin to take action on some rulemakings to...
free up more independent power production in this country by AI and data center, hopefully building their own generating capacity.
You can find me on the Dave Walsh Energy at Getter Crew Social on X. Thank you, Steve.
Yeah.
I've got two more in Florida, one South Florida, one in Pensacola, uh,
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.
I mean, we cannot have a situation.