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Indústria · Semana 44 de 2026

Energia e serviços públicos

O que se debate no setor, para onde dizem que ele vai e o que fazem os que estão à frente.

A transição energética
0,7%
O aperto no custo de vida
0,5%
Pessoas citadas
20

Gerado por IA Perguntas, posições e ligações nomeadas por um modelo de IA a partir das citações e números desta página. Cada citação é conferida palavra por palavra com a fonte; os números vêm só das pesquisas mostradas. Como estas páginas são feitas

Energia e serviços públicos

Mídia

Energia e serviços públicos

Opiniões

As perguntas que a área debate e cada lado, nas palavras de quem o defende.

What should data centres contribute to power capacity and local costs?

Require direct contributions

Data centres should pay their share or more, bring energy, invest in the grid, and report resource use.

Medido

US registered votersFavour stricter rules or limits on data-centre construction
  1. Favour stricter rules or limits71%
Morning Consult for Americans for Responsible Innovation, 2026-07 · Fonte

So to me, the goal should be data centers, if they're going to be built, that are on the grid, paying their fair share and even like going beyond their fair share.

David PomerantzShift Key with Robinson Meyer, 29 de out. de 2026 · de uma transcrição automáticaInformar um problema

They need to bring their own energy, they need to invest in our grid, they need to report their water and power usage, they need to hire good talent so that they create jobs in the community and they need to bring community benefits.

Mikie SherrillShift Key with Robinson Meyer, 2 de out. de 2026 · de uma transcrição automáticaInformar um problema

Expand capacity and manage costs

Meet data-centre demand with batteries, grid upgrades and added clean generation while managing costs.

And yeah, I think if the forecasts around the number and size of data centers that we're going to be building in the US over the next five years, yeah, I would expect batteries to be an increasingly substantial part of that.

Hugh ScottCatalyst with Shayle Kann, 27 de out. de 2026 · de uma transcrição automáticaInformar um problema

So we had just seen this. Not nice to have component, but need to have component for battery storage with data centers. And every data center now I think is earnestly contemplating or planning or putting purchase orders against batteries.

Kelcy PeglerCatalyst with Shayle Kann, 27 de out. de 2026 · de uma transcrição automáticaInformar um problema

3 citações a mais com o Pro

How should energy systems manage gas supply constraints and price volatility?

Manage volatility and constraints

Plan for constrained gas delivery in peak periods and manage daily price swings rather than treating high prices as the only issue.

But I think you're going to continue to see an issue in terms of deliverability in those peak months. And so who's going to get the gas when it's really cold?

Eric McGuireCatalyst with Shayle Kann, 15 de out. de 2026 · de uma transcrição automáticaInformar um problema

So I think the story is volatility. It's not high prices, it's how do you manage the volatility on the day.

Eric McGuireCatalyst with Shayle Kann, 15 de out. de 2026 · de uma transcrição automáticaInformar um problema

1 citação a mais com o Pro

Use price to reduce demand

Price can turn reduced supply into lower consumption and emissions, though its other effects also need consideration.

It is price. Price is the mechanism that causes a decrease in supply to lead to a reduction in consumption and a reduction in emissions. And the price has other effects that need to be considered.

Peter EricksonShift Key with Robinson Meyer, 16 de out. de 2026 · de uma transcrição automáticaInformar um problema

Something that a lot of folks don’t know is that when fuel prices spike, oftentimes those costs are actually directly passed on to utility customers,

Charles HuaExecutive director, PowerLinesCanary Media and Covering Climate Now virtual discussion, out. de 2026Informar um problema

How can battery manufacturing compete while supply chains remain concentrated?

Build demand first

Strong local demand, including demand from electric vehicles, can bring domestic battery manufacturing with it.

I'll tell you the way to have the biggest impact on the domestic battery manufacturing industry is by having high demand. If you get high demand here locally, that domestic manufacturing will follow very quickly.

Kurt KeltyShift Key with Robinson Meyer, 7 de out. de 2026 · de uma transcrição automáticaInformar um problema

The EV market is much, many times bigger than you'll ever get in the ESS market. So the, and we think, I mean, I think the upside here is tremendous on the EV market side.

Kurt KeltyShift Key with Robinson Meyer, 7 de out. de 2026 · de uma transcrição automáticaInformar um problema

Address supply-chain dependence

Domestic battery production must confront concentrated supply chains and the difficulty of competing head-on in LFP.

If you're going to compete head to head with China on LFP here in the States, I wish you good luck. It's going to be challenging.

Kurt KeltyShift Key with Robinson Meyer, 7 de out. de 2026 · de uma transcrição automáticaInformar um problema

I think the biggest challenge is the supply chain. How are we going to bring this supply chain over to the West? It just is clearly still dominated by the Chinese.

Kurt KeltyShift Key with Robinson Meyer, 7 de out. de 2026 · de uma transcrição automáticaInformar um problema

Energia e serviços públicos

Emoções

O que pesquisas publicadas contaram ao perguntar a pessoas da área e de seu entorno.

US registered votersFavour stricter rules or limits on data-centre construction
  1. Favour stricter rules or limits71%
Morning Consult for Americans for Responsible Innovation, 2026-07 · Fonte
US registered votersFavour a moratorium halting all new data-centre construction
  1. Favour a moratorium23%
Morning Consult for Americans for Responsible Innovation, 2026-07 · Fonte
US registered votersAlarmed about higher electricity bills and data-centre deals cut without public input
  1. Alarmed77%
Morning Consult for Americans for Responsible Innovation, 2026-07 · Fonte

Pulso

Pulso: o que os leitores dizem

Leitores que responderam, não uma amostra representativa.

Energia e serviços públicos

Direção

Data-centre power demand is pushing batteries and other capacity options forward, while grid access, gas deliverability and who pays remain contested.

And yeah, I think if the forecasts around the number and size of data centers that we're going to be building in the US over the next five years, yeah, I would expect batteries to be an increasingly substantial part of that.

Hugh ScottCatalyst with Shayle Kann, 27 de out. de 2026 · de uma transcrição automáticaInformar um problema

So we had just seen this. Not nice to have component, but need to have component for battery storage with data centers. And every data center now I think is earnestly contemplating or planning or putting purchase orders against batteries.

Kelcy PeglerCatalyst with Shayle Kann, 27 de out. de 2026 · de uma transcrição automáticaInformar um problema

Energia e serviços públicos

Metas e visões

Previsões e visões, com quando foram ditas e quando poderão ser verificadas.

  1. So to me, the goal should be data centers, if they're going to be built, that are on the grid, paying their fair share and even like going beyond their fair share.

    David PomerantzShift Key with Robinson Meyer, 29 de out. de 2026 · de uma transcrição automáticaInformar um problema
  2. Arizona should be an energy exporter. They should be kind of a breadbasket of solar energy.

    Caroline SpearsShift Key with Robinson Meyer, 21 de out. de 2026 · de uma transcrição automáticaInformar um problema
  3. And you need the policies that allow that speed to keep going. You need the grid integration, you need the permitting reform, even to let that industry keep growing up into something that can really take on fossil fuels.

    Peter EricksonShift Key with Robinson Meyer, 16 de out. de 2026 · de uma transcrição automáticaInformar um problema

15 a mais no acompanhamento de previsões Pro

Energia e serviços públicos

Confusões

Afirmações comuns e o que as fontes mostram.

Costuma-se dizer

Data-centre power planning is mainly about connecting to the grid.

O que as fontes mostram

Some operators are considering standalone microgrids, while others are planning battery storage or faster capacity through uprates.

So we had just seen this. Not nice to have component, but need to have component for battery storage with data centers. And every data center now I think is earnestly contemplating or planning or putting purchase orders against batteries.

Kelcy PeglerCatalyst with Shayle Kann, 27 de out. de 2026 · de uma transcrição automáticaInformar um problema

Costuma-se dizer

Gas-price pressure is simply a question of high prices.

O que as fontes mostram

One account frames the issue as daily volatility and peak-month deliverability; another notes fuel-price spikes can pass directly to utility customers.

But I think you're going to continue to see an issue in terms of deliverability in those peak months. And so who's going to get the gas when it's really cold?

Eric McGuireCatalyst with Shayle Kann, 15 de out. de 2026 · de uma transcrição automáticaInformar um problema

Energia e serviços públicos

À frente

O que dizem fazer hoje os que estão à frente.

  1. Test field deployments in a lab under real operating conditions before using them in the field.

    We have a massive lab in Durham, North Carolina. None of the things that we're doing in the field have we not done in a lab under real settings.

    Kelcy PeglerCatalyst with Shayle Kann, 27 de out. de 2026 · de uma transcrição automáticaInformar um problema
  2. Use uprates as a quicker route to additional megawatts.

    The fastest way to get it is via uprates. It’s real megawatts, but the quicker, shorter-term approach.

    Raiford SmithHead of power and energy for the cloud, GoogleHeatmap, 7 de out. de 2026Informar um problema
  3. Put incentives into solar and battery projects and implement virtual power plants to add capacity.

    What we've really done, though, that I'm very excited about with some Reggie funds is to put $100 million incentives into solar and battery storage projects so that we can see more generation in these clean power technologies.

    Mikie SherrillShift Key with Robinson Meyer, 2 de out. de 2026 · de uma transcrição automáticaInformar um problema
  4. Track battery state of charge and bridge revenue gaps to meet debt service between market cycles.

    Even if you have strong conviction that volatility is coming back in 2028 or whatever it is, you kind of have to bridge the gap to whatever that period is, so that you can meet your debt service in the meantime, quarter over quarter.

    Brandt VermillionCatalyst with Shayle Kann, 1 de out. de 2026 · de uma transcrição automáticaInformar um problema

Energia e serviços públicos

Temas e indústrias

Onde esta área encontra outros temas, carreiras e indústrias.

Semana 44 de 2026 · 20 pessoas citadas

Energia e serviços públicos

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