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David Siap
Senior Manager, Energy at CREO Syndicate, researching clean energy investment, power markets, and AI-driven electricity demand.
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APPEARANCES
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Oct 15, 2026
976: AI Can Pay 100X More for Power. Is This Clean Energy's Moment? | Hans Royal, David Siap, & Peter Kelly-Detwiler
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25:11David SiapGUEST
LCOE, levelized cost of energy, is a typical metric that we use to compare energy resources, and it's great on a project basis, but I think once you zoom out, it tends to fall, uh, short, uh, when we wanna talk about, you know, reliability, when we wanna talk about, uh, firming, right? That typically needs-- Uh, there's extra steps there, right? And so the marginal cost, firm cost capacity, the MCC, uh, takes that into account.
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25:39David SiapGUEST
It, it in- incorporates the, uh, this concept called the effective-- marginal effective load carrying capacity of, uh, a resource, which is essentially how much a resource will contribute to when, uh, when the grid is stressed during peak hours.
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25:55David SiapGUEST
Maybe that's the hottest summer day or these weird winter peaks that we're seeing.
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26:05David SiapGUEST
And then it reflects it back into household energy bills during this time where energy affordability is, is super important.

Nico JohnsonHOST
What does-- What choices or decisions are you trying to help, uh, shape or influence?