Zach Dell
speaker
901 appearances
1 recordings
1 series
first heard Jul 2025
last heard Jul 2025
Zach Dell’s voice in public audio — every appearance, attributed to the second.
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Appearances
And then we had more growth in the 40s and 50s and 60s.
And then things slowed down a little bit in the 80s and 90s.
And we've gone back to growth in the last decade here.
But it's been roughly a 2% CAGR over the last 50 years.
I think it's broadly consensus that that CAGR is going to go from 2% to 10%.
could be much higher than that.
And at the scale that we're talking about, that has just massive implications for the economy.
And we're going to have to do a lot on the engineering side with regards to the power grid to enable that growth.
That's right.
You also are just seeing tons of electrification in heavy industry, which is going to drive a lot of that.
something along the lines of 40% of grid infrastructure was built before the 70s.
This infrastructure is just aging and that causes reliability problems and then also just increased costs.
If something ages out or breaks and you need to fix it, that gets added to the rate base.
What we need is more capacity.
This is a supply and demand always on system.
As demand scales, you have to build supply.
And I think the problem is that we can't bring on supply fast enough.
If you look at the interconnection queue, we have basically twice the amount of capacity in the interconnection queue than we have on the grid today in terms of generation.
But the interconnection queue, depending on the state that you're in, can be on an order of five to 10 years to get a new grid asset interconnected.
Now, that's partially a supply chain problem.
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