Interchange Recharged
The energy analysts' view on what’s ahead in 2025
Jan 14, 2025
Join Chris Seiple, Vice Chairman at Wood Mackenzie’s Power & Renewables group, and Jonny Sultoon, Head of Markets & Transitions, as they dive into the future of clean energy in 2025. They discuss the challenges of rising electricity demand and inflation, while highlighting the silver lining of solar power growth amidst global slowdowns. The duo explores innovations in energy storage, tariff changes, and the evolving role of hydrogen in clean energy transitions, showcasing a dynamic landscape essential for navigating the upcoming energy revolution.
51:35
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Quick takeaways
- The rising electricity demand from data centers necessitates innovative utility tariff structures to balance consumer costs and investment risks.
- Political pressures and aging infrastructure highlight the need for regulatory reforms to enhance energy security while supporting cleaner energy innovations.
Deep dives
Consumer Demand and Utility Relations
Growing tensions between consumers and utility providers are expected to play a significant role in the energy landscape in 2025. As consumer electricity rates continue to rise without corresponding benefits, pressure mounts for utilities to reform their demand response programs and offer more consumer-friendly time-of-use rates. Innovative solutions are needed to address the balance between increasing demand from data centers and the affordability of electricity for consumers. This evolving dynamic could ignite consumer backlash against utility companies if their needs are not adequately addressed.
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