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▶ 35:45 · Nuclear Energy · PG&E CEO: Diablo Canyon extension secured, but SMRs too costly and risky for utility to build

now playing · Nuclear Energy

Grid & Power Infrastructuretailwindscore 8/10patricia poppe

PG&E CEO: Undergrounding lines at 7:1 capital-to-expense ratio cuts wildfire costs and keeps bills flat

Poppe explains that undergrounding 8% of highest-risk lines trades $2B/year in vegetation management expense for $14B in capital investment at a 7:1 ratio, holding customer bills flat while…

Electric Vehiclestailwindscore 8/10patricia poppe

PG&E CEO: EV bidirectional charging and smart charging turn vehicles into grid assets, lowering system costs

Poppe notes 560,000 EVs in service area (28% of new sales), with bidirectional models (Cadillac Lyriq, Ford Lightning) emerging; smart charging today uses midday solar excess, while future…

Data Center Infrastructuretailwindscore 9/10patricia poppe

PG&E CEO: Data center 'good load' can lower customer bills 1-2% and provide earnings upside

Poppe reveals that adding 1 GW of data center load with $0.5-1.5B infrastructure investment generates offsetting revenue exceeding delivery costs, reducing customer bills 1-2%; PG&E has 3.5…

Nuclear Energymixedscore 7/10patricia poppe

PG&E CEO: Diablo Canyon extension secured, but SMRs too costly and risky for utility to build

Poppe confirms Diablo Canyon's 5-year life extension and 20-year license renewal application, but rules out PG&E building SMRs due to cost overrun risk, preferring DOE-funded demonstrations…

AI Infrastructuretailwindscore 6/10patricia poppe

Nvidia CEO Jensen Huang sees grid efficiency as top AI application; PG&E CEO agrees AI key for optimizing distributed resources

Poppe recounts discussion with Jensen Huang on AI's role in optimizing dynamic supply/demand from EVs, rooftop solar, and data centers, enabling a smarter, digitized grid to decarbonize fas…

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