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Ep 40 | Jim Murchie | Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs? | ROI Podcast
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Electricity demand is poised to soar after decades of slow growth, driven by AI, reshoring, and EVs. Jim Murchie, CEO and portfolio manager at Energy Income Partners, unpacks how natural gas, nuclear power, and renewables will fuel this surge, as utilities scramble to keep up.
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Chapters
1. Ep 40 | Jim Murchie | Who Benefits from the Growing Power Demands of AI, Reshoring, and EVs? | ROI Podcast (00:00:00)
2. Introduction and Episode Overview (00:00:07)
3. The Shift in U.S. Electricity Demand (00:01:42)
4. The Role of AI in Power Demand Growth (00:04:07)
5. Where Will New Power Generation Come From? (00:06:08)
6. Nuclear Power's Role in the Energy Transition (00:08:49)
7. The Rise of Natural Gas as a Stopgap Solution (00:13:40)
8. The Meta-Entergy Power Deal in Louisiana (00:15:08)
9. The Impact of Federal and State Energy Policies (00:31:08)
10. Nuclear Innovation and the Future of Energy (00:51:42)
11. Closing Thoughts and Takeaways (01:00:52)
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