Jigar Shah

It seems like a four-letter word that's after the word cluster.

No, you're not wrong.

I mean, you know, the data centers have an approval rating that's lower than the Iran war amongst the American people, right?

And all of it comes down to basic selfishness, right?

Like when you look at our grid, if the data centers were willing to be flexible with their load for 100 hours...

you could accommodate 100 gigawatts of data center load growth in our grid easily and reduce everyone's electricity bills by 10%.

But that would require coordination between the data center and the utility and the governors.

And, you know, folks would have to like each other.

But instead, they're saying, screw you.

We'd like to, like, be run off grid, right?

Okay, that feels very selfish.

I think when you look at where we are with the Straits of Hormuz, the U.S.

is in an extraordinary spot

We have a lot of oil production.

We have a lot of refining capacity, that kind of stuff.

When President Trump trumpets how many tankers are heading towards Texas to pick up product, they're picking up product to take it to other continents.

So they're picking up jet fuel.

They're picking up diesel.

They're picking up gasoline because we've got a lot of it.

Now, if we start shipping it all to other places, our prices are going to go up.