Great roundup. The energy bottelneck angle in that video is interesting especially with all the AI infra scaling talk lately. Natural gas as the brideg fuel makes sense but its interesting how the timing works out when most ppl are still focused on renewables as the main solution.
Thank you! I built wind farms for 8 years so I am somewhat familiar. When the wind isn't blowing you aren't producing energy. You need to store the energy at peak wind windows, hence why we are seeing battery storage take off. There is still loss though on the storage side if the energy is not used in a timely manner. I believe nuclear is the end game, but that is 5-10 years out and we will need natural gas until then.
Great roundup. The energy bottelneck angle in that video is interesting especially with all the AI infra scaling talk lately. Natural gas as the brideg fuel makes sense but its interesting how the timing works out when most ppl are still focused on renewables as the main solution.
Thank you! I built wind farms for 8 years so I am somewhat familiar. When the wind isn't blowing you aren't producing energy. You need to store the energy at peak wind windows, hence why we are seeing battery storage take off. There is still loss though on the storage side if the energy is not used in a timely manner. I believe nuclear is the end game, but that is 5-10 years out and we will need natural gas until then.