Information is Infrastructure with Nat Bullard (Part 1) скачать в хорошем качестве

Information is Infrastructure with Nat Bullard (Part 1)

Texas energy forecasts are shifting fast — and few people track those shifts better than Nat Bullard. From ERCOT’s data center surge to $2,500 gas plants, this conversation breaks down what’s really driving the Texas grid’s next chapter. Load growth, supply chain delays, and data transparency are changing how Texas — and the world — builds energy systems. This episode connects the dots between ERCOT’s filings, Halcyon’s AI docket-mining, and Nat’s annual Decarbonization Trends report. Takeaways: ERCOT forecasts 22 GW of new data-center load by 2030 How AI is turning regulatory filings into usable energy data Why queues ≠ capacity (and what that means for reliability) What $2,500/kW gas plants say about the new cost curve How global EV trends and clean-tech costs feed into Texas energy markets Timestamps: 00:05 – Intro, episode setup 02:02 – Welcome, Nat’s background 03:19 – Halcyon: AI for dockets 05:43 – From “compute” to “read”: why AI matters 07:06 – One interface across jurisdictions 09:28 – Monthly gas-plant cost tracker 11:25 – ERCOT vs TSP load forecasts (data centers) 14:46 – PUC load-forecasting & financial assurance dockets 16:58 – Deduping queue overlap, developer incentives 18:59 – How Nat builds the annual trends deck 23:18 – China’s auto complex dominates EVs 30:27 – Chinese brands rising 32:30 – Tesla’s lineup, brand, and grid links 35:29 – Gas turbines: costs, constraints, used units Doug Lewin and Nat Bullard explore how data, policy, and time shape the future of the Texas grid — and why clarity may be the most powerful form of capacity we have. Watch, share, and subscribe for more honest, data-driven conversations on Texas energy and national grid reliability. #TexasEnergy #ERCOT #CleanEnergy #Grid #EnergyTransition #DataCenters #NatBullard