{
  "generatedAt": "2026-10-10T05:54:31Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "reyk-knuhtsen",
  "name": "Reyk Knuhtsen",
  "role": null,
  "url": "https://deepstack.ltd/people/reyk-knuhtsen/",
  "api": "https://deepstack.ltd/api/v1/entities/people/reyk-knuhtsen.json",
  "summary": "Reyk Knuhtsen appears in Part 13 of The Buildout. Part 13: The Ratepayer Pays First. Argued in Part 13 (The plant is late).",
  "parts": [
    {
      "part": 13,
      "headline": "The Ratepayer Pays First",
      "url": "https://deepstack.ltd/stories/the-ratepayer-pays-first/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 13,
      "section": "The plant is late",
      "excerpt": "Reyk Knuhtsen of SemiAnalysis, on June 18, counted 311 gigawatts of the more than 410 gigawatts ERCOT was assessing in April as phantom data center demand, against an all-time Texas peak of about 85 gigawatts.",
      "url": "https://deepstack.ltd/stories/the-ratepayer-pays-first/"
    }
  ],
  "sides": [
    {
      "part": 13,
      "question": null,
      "side": "the-plant-is-late",
      "sideLabel": "The plant is late",
      "claim": "ERCOT illustrates phantom demand: as of April 2026 it was assessing more than 410 GW of large-load interconnection requests, over 87% from datacenters, against a Texas all-time peak of about 85 GW, and they count 311 GW of that as phantom…",
      "date": "2026-06-18",
      "url": "https://newsletter.semianalysis.com/p/stop-saying-half-of-2026-us-datacenter",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-ratepayer-pays-first/",
      "sidesUrl": "https://deepstack.ltd/sides/the-ratepayer-pays-first/"
    },
    {
      "part": 13,
      "question": null,
      "side": "the-plant-is-late",
      "sideLabel": "The plant is late",
      "claim": "They acknowledge open questions in judging real delays: some projects may die on local opposition while others pass and unseat the council members who approved them, labor can be imported or become a constraint, and behind-the-meter power remains a…",
      "date": "2026-06-18",
      "url": "https://newsletter.semianalysis.com/p/stop-saying-half-of-2026-us-datacenter",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-ratepayer-pays-first/",
      "sidesUrl": "https://deepstack.ltd/sides/the-ratepayer-pays-first/"
    }
  ],
  "coverage": {
    "creators": 0,
    "claims": 15,
    "texts": 1,
    "asOf": "2026-10-10"
  },
  "lastUpdated": "2026-10-10"
}