CERAWeek: Three utility CEOs on energy transition, AI demand and changing US politics
Energy Evolution
Strategic Energy Investments and Infrastructure Challenges
This chapter delves into National Grid's $75 billion capital investment strategy aimed at enhancing energy infrastructure over the next five years. It examines the impact of growing energy demands from data centers and AI technologies, as well as the critical importance of regulatory changes to support timely infrastructure development. The discussion also highlights the interconnectedness of energy networks, the bipartisan support for economic development, and the implications of U.S.-Canada energy relations.
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