How Radiant and Heron Are Rethinking Power Generation and Delivery

Bullish:

• $ENERGY - Massive electricity demand growth from AI, data centers, and industrial electrification after decades of flat demand, creating opportunities across the energy sector.

  • “US electricity demand is rising for the first time in decades. Data centers, electrified transport, and reshoring are outpacing the efficiency gains that mask years of grid underinvestment.”

    Erik·1:29

  • “we're seeing, like, broad based demand for more electricity compute, transportation, industrial electrification. It's an exciting time, I think. Because electricity as a carrier is, like, incredibly flexible and is a pathway to a sustainable energy future.”

    Drew·10:26

  • “the electricity grid needs to grow immensely, you know, three to five x depending on how you calculate and how much intelligence we need to electricity for.”

    Drew·8:05
• $INFRA - Grid infrastructure investment opportunity as delivery bottlenecks create massive need for power electronics and grid modernization.

  • “New power is not the problem. Delivery is the problem.”

    Drew·0:09

  • “we're so bottlenecked today on the lines that run crisscross across the country. I mean, it's this very complicated giant organic machine.”

    Erin·0:01

  • “I see power electronics really moving from the, like, device scale I was describing of of, you know, charging your your laptop or where it's largely been stuck more recently, like, in EVs and and and solar and storage to the grid itself.”

    Drew·42:26

  • “you might have an 80 gigawatt peak grid in Texas, but you actually have, like, probably 800 gigawatts of power electronics actually supporting that grid.”

    Drew·43:13
• $DATACENTER - Data centers will benefit the grid by increasing utilization and driving down electricity rates due to their constant high power consumption.

  • “data centers are overall gonna be really good for the grid.”

    Drew·44:24

  • “the data center customer is, like, the ideal customer. They're consuming, like, near their maximum power almost all the time”

    Drew·46:31

  • “the more data center load, like more loads we have, like data centers, factories, that are steady constant loads, the the cost of serving electricity to everybody will will go down”

    Drew·47:00

  • “data centers, by increasing the utilization of the delivery system, make delivery more affordable. So I I think net net, they will actually drive rates down.”

    Drew·47:41