

Power Analysis
Keel Infrastructure - CEO, Ben Gagnon Q&A - Q2 Earnings, Deals & Outlook!
Aug 13, 2026
55:41
S1 · E648
-(0)
About this episode
We walk through Keel’s Q2 results and why the reported numbers can look misleading while the company exits Bitcoin mining and builds AI data center infrastructure. We also break down what actually drives lease timing, power value, permitting confidence, and financing discipline as 2027 capacity becomes scarce. • Q2 highlights framed as proof of transition execution • Why quarterly earnings can understate long-term contracted value • Texas, New York, and Pennsylvania compared...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg