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16 results for “market demand”
...This demand growth seems really out of scale with what the markets have organically been able to achieve. Maybe we should have a requirement to just bring your own generation. You know? We're not gonna let the power markets on a forward traded basis
36:45 / 37:51
from transcript36:45 – 37:51
...market getting too excessive in terms of its expectations. Tell us about right now, January 2026, within the realm of, say, US energy and US energy infrastructure. We all know the headlines, and we've done a million episodes on them. There's so much
22:26 / 23:57
from transcript22:26 – 23:57
...supply and demand curves, which this market becomes, like, fractally complicated very quickly. But to simplify,
10:27 / 11:31
from transcript10:27 – 11:31
...demand, it's a pretty easy model. It's kinda three factors. You know, the first thing that you care about is global population growth. K. All else equal, more people, more energies consumed. I'm not talking oil or coal. It's energy in aggregate. The
23:05 / 24:17
from transcript23:05 – 24:17
...let's have 1.2 units of supply will be okay. But as it turns out historically in The United States, we've had these cycles where we didn't really know what the demand curve would look like. And so over the last number of years, we've stopped really b
1:14:09 / 1:15:19
from transcript1:14:09 – 1:15:19
...set a new demand next year, twenty years later in 2026. Some markets like Texas' ERCOT market have been growing, but it is definitely the exception to the rule. Mo most of these people last set a record demand, you know, before the period of offshori
23:13 / 24:17
from transcript23:13 – 24:17
...and demand, boom, docs fall and and and and warnings go up. So I think it's a good point, but I think yeah. Let me transition because I I do wanna talk about this question of demand. So on the one hand, there's this question about quality of revenues
17:57 / 19:00
from transcript17:57 – 19:00
...of demand. So on the one hand, there's this question about quality of revenues. On the other question is, are we overbuilding? So let's show this chart again. This is basically the $3,000,000,000,000 of build out expected over the next five years. Th
18:39 / 19:47
from transcript18:39 – 19:47
...demand, then you'd expect it to go up Okay. To several dollars. Alright. And then on natural gas side, I'd wanna see 40¢, 50¢. I see what you're saying. Something like that. And then just to go back to the fork, you're upper fifties in Texas,
20:57 / 22:21
from transcript20:57 – 22:21
...and the demand estimates are they're gonna add 30 gigawatts by 2030. And I said to the CFO of Encore, I said, there's just no way. He said, it might not be 30, but it's gonna be closer to 30 than it is zero. And I said, I just the forward power curve
14:43 / 16:01
from transcript14:43 – 16:01
...I think is how demand destruction in this particular instance would work. Support for the show comes from Public. Public is an investing platform that offers access to stocks, options, bonds, and crypto, And they've also integrated AI with tools that
26:56 / 28:15
from transcript26:56 – 28:15
But, again, you could have revenues of a couple billion dollars, but in the scheme of meta, that's still Right. Not all all that material. But they're smart enough to maintain the optionality, Bill. I mean, you saw NVIDIA release some models, which i
25:28 / 26:35
from transcript25:28 – 26:35
...underhang. Demand is very real. Now, speculatively, if you look on a deal by deal basis, sure, some deals are overvalued, but some deals are undervalued. So what I've learned in some ten years of investing, thirty years in tech, is that markets are a
6:36 / 8:19
from transcript6:36 – 8:19
...demand, and we can make decisions about CapEx as we go. Cycle times are not five years long. Cycle times are more like twelve months. And so if we see a weakening of demand or a lack of payback in some of this infrastructure build out, then, you know
42:37 / 43:46
from transcript42:37 – 43:46
...and, you know, a little bit more cyclicality and less predictability. So I know that the Trump administration has said that they want this market to happen. Right? So you seem to have some regulatory, I guess, tailwind behind you. Yeah. I I mean, I d
14:07 / 15:28
from transcript14:07 – 15:28
...seven markets. And if you wanna do that, it's really important to be able to move collateral twenty four five or twenty four seven and move variation margin twenty four five or twenty four seven. And so, yes, that is a very important use case. So spe
33:00 / 34:07
from transcript33:00 – 34:07
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