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Ashlin Bollacker

Sep 8, 2026

6:31
But it sounds like, you know, that what's happening is there's more of it happening and the voltage increases are substantial.
6:42
Yeah, so there's a confluence of factors here at play.
6:46
So first, we've got really growing infrastructure demand, right, and energy demand across all types of energy sources, right, both gas and electric.
6:56
And we need more energy infrastructure in this country to meet that demand.
7:01
So the Ingo Foundation, they recently issued their midstream infrastructure report, which shows that just to meet the rising demand for energy through 2052, we're going to need an additional 37,000 miles of natural gas pipelines in this country.
7:16
At the same time, right, the electric utilities are also working to expand their grid infrastructure and increase capacities on their existing lines.
7:25
And then second, you've got, you know, the lack of permitting reform, which has made co-locating these assets, like, increasingly attractive, right? So just putting those gas and electric assets closely together is going to make sense, right? If I'm a utility and I'm trying to avoid timely expenses, citing environmental reviews, you know, It's going to look like a good option for me to put my gas and my electric assets close together.

14 MINS LATER

22:15
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