Why Are Data Centers Rethinking How They Run Solar? скачать в хорошем качестве

Why Are Data Centers Rethinking How They Run Solar?

AI data center power demand is surging, solar prices are collapsing, and power markets like ERCOT are changing fast. Power trading strategies that worked just three years ago are now obsolete as markets transform in real-time. In this episode, Alex sits down with Terry Embury, Vice President of Trading and Market Operations at AES Clean Energy. The conversation explores the shift in electricity markets driven by solar proliferation, the evolving value proposition of battery storage across different markets, strategic lessons from decades of power trading experience, and how Terry's team is positioning themselves at the intersection of renewable energy and the data center boom that's driving unprecedented electricity demand growth. Chapters 00:00 Clean Energy Timing Problem 02:03 AES Company Overview 04:45 Battery Storage California 06:38 ERCOT Duck Curve 08:15 Solar Trading Blocks 09:45 Battery Revenue Streams 12:21 CAISO vs ERCOT Batteries 14:25 Market Volatility Dynamics 15:30 Offtake Agreements Explained 17:21 Belfield 500MW Battery 18:45 Biggest Trade Ever 21:00 Wind Solar Portfolio Management 22:14 24/7 Clean Energy Matching 25:11 Renewable Coverage Pricing 26:07 Nuclear Energy Outlook 28:21 SMR Timeline Concerns 30:56 Nuclear Submarine Stories 34:52 Transmission Constraint Challenges 38:19 Data Center Generation Gap 40:05 AI Growth Inflection Point 42:00 Battery Market Opportunity 44:39 AI Prompt Engineering Careers 46:14 Trading Desk Culture Shift 48:29 Managing Young Traders 50:10 Head of Trading Daily Routine 51:08 Worst Trading Day Story 53:24 AES Future Announcements 54:55 Contrarian Energy Market Views #AI #DataCenters #Solar #ERCOT #Batteries #CleanEnergy #Nuclear