Energy Gang

Energy addition, not transition: security after the Gulf conflict | Live from ADIPEC in Abu Dhabi

Ep596 Energy security in the age of AI: What do we need for a more resilient grid?

The future of the grid: Can new technologies deliver more electricity without building more infrastructure?

Modernizing the electric grid requires balancing rapid load growth from data centers with the need for increased capacity and reliability. Grid-enhancing technologies, such as dynamic line ratings, optimize existing infrastructure by utilizing real-time weather data to push more power through transmission lines. Meanwh...

Building America’s new power grid: Can the transmission network grow to keep pace with rising electricity demand?

The United States faces an urgent need for expanded transmission infrastructure to meet surging electricity demand driven by AI, data centers, and industrial electrification. Current development is hindered by lengthy permitting cycles, complex cost allocation disputes, and significant interconnection queue backlogs th...

Predictive care for energy workers: Can AI improve safety without compromising privacy?

AI beyond the hype: Can it make energy operations more resilient?

Artificial intelligence is fundamentally transforming the energy sector by shifting from simple optimization to the multiplication and amplification of human expertise. Saravan Penubarthi, CTO of AIQ, details how the company applies AI to production, safety, and asset integrity, moving beyond lab-based experiments to s...

Can energy security and climate action work together? From Climate Week NYC

Can the energy system withstand a more dangerous world? Why resilience, affordability and self-sufficiency are moving to the centre of the climate debate. | From Climate Week NYC

Power under pressure: Can energy security, affordability and net zero still move together? | From Climate Week NYC

Climate finance without Washington: The new coalition funding community clean energy in America

Are power markets fit for purpose? The debate over reliability, affordability and who pays for the grid

Electricity markets face significant strain as surging power demand from AI and data centers challenges existing grid infrastructure and regulatory frameworks. Competitive power markets, which rely on market-clearing prices to incentivize generation, currently outperform regulated monopoly models in cost-efficiency, th...

A new market for AI compute: What GPU futures could mean for energy

The rapid expansion of AI and data center infrastructure has transformed GPU compute capacity into a volatile, critical business expense. To manage this price risk, the CME Group, in partnership with Silicon Data, is introducing "Compute Futures," a standardized, exchange-traded product designed to provide price transp...

Demand for power generation and grid equipment is booming. Can the industry keep up?

The global energy landscape is undergoing a massive transformation driven by surging electricity demand from AI, industrial onshoring, and the urgent need for decarbonization. GE Vernova, a leader in energy equipment, is scaling manufacturing capacity to meet this super-cycle of infrastructure investment, with a focus ...

Built to last: Why insurers are helping design resilience into renewable energy and storage facilities

America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?

Natural gas serves as a primary engine for global energy abundance, economic growth, and decarbonization. Toby Rice, CEO of EQT, advocates for expanding US natural gas production to create a massive surplus, which displaces carbon-intensive coal and provides energy security to international allies. This strategy levera...

Is the competitive power market model broken? Why changing the rules around generation could be an answer to rising electricity prices.

U.S. electricity markets, particularly the PJM region, face a critical affordability and reliability crisis fueled by surging load growth from AI and data center expansion. Demand is outpacing supply at an unprecedented rate, yet current capacity auctions fail to provide the long-term price signals necessary to incenti...

Is fusion power here at last? The imagined energy of the future is becoming very real right now

Can the LA Olympics in 2028 be a catalyst for clean energy? How the games could remake transport, power and clean air in the car capital of America

Why is it so hard to build big energy projects? The barriers that obstruct new infrastructure development, and how to get past them

Large-scale infrastructure development faces significant hurdles in developed nations, where complex permitting processes, policy instability, and resource constraints often delay projects and inflate costs. Achieving energy transition goals requires overcoming these barriers, as energy security is a prerequisite for s...

The new politics of power: What's really driving up American electricity bills? And what can we do about it?