Part 11/14:
The conversation emphasizes that access to energy infrastructure is becoming increasingly competitive. Development of new power generation—be it renewable, nuclear, or otherwise—is hampered by long lead times, regulatory hurdles, and capital constraints. The dialogue underscores how projects in regions like Queensland, Australia, are challenged by grid connection delays and high costs, yet strategic investments and long-term planning can mitigate these issues.
They comment on the rising influence of major tech companies and industry players vying for scarce power supplies. For example, Facebook and Microsoft have announced massive AI infrastructure investments, sparking a "power arms race" that boosts demand for reliable, affordable energy sources.