David Keat

speaker

150 appearances 3 recordings 1 series first heard May 2026 last heard 20 Aug

David Keat’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

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But David, that's one of the

No, you you're quite right.

The um the the market model is exactly right.

That's why the Gen Taylors have only just started building now, because now they can sell cheap electricity to data centers until now they haven't.

So they've held off building anything new.

Um i y you're quite right.

If you overbuilt the renewables, the

spot price would would go to possibly negative, certainly very low.

Um so the the there's a there's a conundrum, right?

If you're a citizen, what you want is for an overbuild of renewables 'cause the price will come down a whole lot.

If you're a shareholder and a gentler, which I am, uh then you don't want that because your um gentlers' profits are going to fall like a stone.

So there's a the y the market cannot deliver cheap electricity.

Um but in the meantime what's happening here there's another small wrinkle because

Um usually you have to have an awful lot of money to build a power station, whether it's coal, uh uh geotherm or whatever, offshore wind.

They're all very expensive.

But small solar farms are relatively cheap.

So smaller players can get into that game and they are and it's good.

So small companies can build a solar farm up north, do a deal with a farmer and um supply

Solar power to the to the grid.

It's all good.

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