AI could break the electricity grid. What do regulators and the industry need to do to keep the lights on?

In a live recording at the Council on Foreign Relations in New York, The Energy Gang discusses the reliability and resilience of the US energy system, particularly the grid, in light of growing electricity demand driven by AI and shifts in the generation mix. Ed Crooks hosts Amy Myers Jaffe, Neil Chatterjee, and Cecilio Velasco, who explore challenges and opportunities in ensuring grid stability, the role of different energy sources, and the impact of policy and investment. The conversation covers topics such as the need for diverse energy solutions, the importance of stable energy policies to encourage investment, and the potential for AI to both strain and improve energy efficiency. The panelists also address the role of government versus private capital in energy infrastructure development, and the complexities of transmission planning and cost allocation.