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Reyk Knuhtsen

Reyk Knuhtsen appears in Part 13 of The Buildout. Part 13: The Ratepayer Pays First. Argued in Part 13 (The plant is late).

In 1 part of The Buildout: Part 13 · Updated Oct 10, 2026

What Reyk Knuhtsen argued

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  1. Part 13 · The plant is lateJun 18, 2026

    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…

  2. Part 13 · The plant is lateJun 18, 2026

    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…

In The Buildout

Where Reyk Knuhtsen appears.

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  1. Part 13The plant is late

    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.

    The Ratepayer Pays First

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15 claims and 1 texts mention Reyk Knuhtsen, as of Oct 10, 2026. A count of attention, not a judgment.

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