
Drew Marsh
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Aug 12, 2026
Episode 4: Drew Marsh – Powering the AI Buildout
18:32

John OrdwayHOST
Can you go back to the question of of Ben and the growth? What are the bottlenecks you face going forward and pushback publicly in particular? And then where kind of fair share plus fits in all of that and why that maybe that's different than other places?
D
18:55Drew MarshGUEST
I'll just talk a little bit about what we're doing versus what you might see in some of the other markets.
D
19:07Drew MarshGUEST
We are still a vertically integrated, rate-regulated marketplace, which means we have generation, we have transmission, we have the RTO interface, we have the retail access component.
D
19:26Drew MarshGUEST
And if you are a hyperscaler looking for a place to build a data center and you go to PJM, well, you have to interface with four different parties to get those things done.
16 MINS LATER
Tech Earnings on Deck, Bonds Digest Fed Decision, Entergy CEO on Data Centers 7/30/26
40:37

Brian SullivanHOST
How much will this matter to the people of an area where literally the reservoir is called Poverty Point?
D
41:03Drew MarshGUEST
And as you mentioned, that's given rise to things like the teachers getting up to $50,000 bonuses this year.
Mad Money w/ Jim Cramer 6/9/26
D
37:48Drew MarshGUEST
We had a map, uh, in our materials today for our analysts that talked about all the intersecting pipelines.
D
37:54Drew MarshGUEST
At many points we're, we are buil- you know, we have 10% of the nation's natural gas supply on a daily basis flowing right past, uh, a particular site.
D
38:35Drew MarshGUEST
And certainly the data centers and the things that they are doing with that, there's a lot of economic value in all that.