Ed Elson

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I keep on hearing about how America is energy independent.

We do it all on our own.

And then it's like, well, why are prices rising as much as they are?

And why are electricity prices rising as well?

I mean, it's not just the gas bill, it's the electric bill too.

And it makes me think, okay, well,

I mean, maybe we're more independent than other nations, but it seems like we're not that independent.

We're not so independent such that we are actually insulated from things that happen abroad.

And we're certainly not independent enough that we're able to keep up with the demand of these data centers at the same time.

So I guess when you look at our energy picture, I mean, how independent are we really?

And what would it take to

to get to a place where prices at least moderate or start to come down or where data centers don't cause a full-blown cost of living crisis among Americans today.

If I could just, I mean, a lot of technical terms here.

I want to just kind of like put it in layman's terms so that even I can understand it.

It sounds as though the right way to do it, and let me know if I'm getting any of this wrong, is for the data centers to be connected to the overall grid and responsive to the demand that the grid generates.

observes, essentially.

Excuse me if my language is wrong.

But essentially, a data center that is in real time responsive to the capacity and the supply and demand dynamics of the grid at large for a given geography.