Jaeden Schaefer

And I think there's real concern among regulators about the reliability as kind of load forecasts are continuing to just increase.

And I

as kind of load forecasts are continuing to just increase.

So right now you have the Trump administration's plan, which is looking to help with reliability.

So right now you have the Trump administration's plan, which is looking to help with reliability.

It's trying to limit some consumer costs, increases, and also trying to spread the responsibility fairly.

It's trying to limit some consumer costs, increases, and also trying to spread the responsibility fairly.

And essentially what they're doing is having...

And essentially what they're doing is having the biggest demand drivers, which is tech companies building these data centers, help to bankroll the expansion of capacity.

the biggest demand drivers, which is tech companies building these data centers, help to bankroll the expansion of capacity.

Now, I think this is something that the tech giants would do in one way or another on their own, if I'm being honest.

Now, I think this is something that the tech giants would do in one way or another on their own, if I'm being honest.

I don't necessarily think you always need the government to step in.

I don't necessarily think you always need the government to step in.

But perhaps in this in this way, they're just getting to the table now and trying to expedite the process of getting a lot of this power consumption built out.

But perhaps in this way, they're just getting to the table now and trying to expedite the process of getting a lot of this power consumption built out.

I'm sure there's going to be like arguments and, you know, it's good or it's bad from both sides of like the political spectrum in the United States because it involves the Trump administration.

I'm sure there's going to be like

arguments and, you know, it's good or it's bad from both sides of like the political spectrum in the United States because it involves the Trump administration.

So by default, it's going to be controversial.