In this episode of Redefining Energy, hosts Gerard Reid and Laurent Segalin interview Bryan Long, an expert in wholesale power and renewable energy transactions, to discuss the U.S. power markets. The conversation centers on the mismatch between wholesale power pricing and increasing demand, particularly driven by AI and data centers. They explore the liquidity of U.S. power and gas markets, the impact of large loads on the power system, and the challenges in financing new generation capacity. Bryan provides insights into the role of PPAs, market evolution, and potential solutions for bridging the gap between current prices and the investment needed for infrastructure. The discussion also covers M&A activity in the energy sector and a forecast for the U.S. power system in 2030, including pricing, capacity, and energy mix.
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