S8 Ep318: Electricity Costs, AI Demand, and Venezuela's Oil Reality. Guest: BUD WEINSTEIN. Rising US electricity prices, up 30-35% over five years, are driven by data center and AI growth alongside infrastructure underinvestment. Meanwhile, Venezuelan oil is deemed
Electricity Costs, AI Demand, and Venezuela's Oil Reality. Guest: BUD WEINSTEIN. Rising US electricity prices, up 30-35% over five years, are driven by data center and AI growth alongside infrastructure underinvestment. Meanwhile, Venezuelan oil is deemed impractical for US demand due to high extraction costs and political instability. Rebuilding these fields would require massive, high-risk in...
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Jan 15