Jaeden Schaefer

This isn't just for tech giants, but this is for average consumers.

This isn't just for tech giants, but this is for average consumers.

Like if you don't want your electrical costs to go up, we need more electrical capacity.

Like if you don't want your electrical costs to go up, we need more electrical capacity.

And this is something that we are getting absolutely, you know, run over by in regards to China and the expansion of their electrical capacity.

And this is something that we are getting absolutely, you know, run over by in regards to China and the expansion of their electrical capacity.

They're building way more than we are at a way faster rate.

They're building way more than we are at a way faster rate.

And so they're going to be able to build things cheaper and faster than us because of that if we don't try to keep up.

And so they're going to be able to build things cheaper and faster than us because of that if we don't try to keep up.

So I think one positive way to think about this instead of just kind of leaving the expansion of the grid to guesswork is

So I think one positive way to think about this instead of just kind of leaving the expansion of the grid to guesswork is,

The government is signaling a really clear direction so that the market can respond.

The government is signaling a really clear direction so that the market can respond.

Long-term contracts bring a lot of certainty that private developers need to invest in big power projects.

Long-term contracts bring a lot of certainty that private developers need to invest in big power projects.

They also guarantee revenue, which can lower financial costs and can help accelerate the construction timeline for new generation.

They also guarantee revenue, which can lower financial costs and can help accelerate the construction timeline for new generation.

So I think this is overall a good thing.

So I think this is overall a good thing.