Bloomberg Talks National Grid New York President Sally Librera Talks Energy Demand and Costs
Dec 15, 2025
Sally Librera, President of National Grid New York, discusses the surge in energy demand driven by AI data centers and the influx of manufacturers to NYC. She reveals a staggering 10 gigawatts are queued for energy use, highlighting the growing need for modern infrastructure. Librera addresses the challenges of aging grid assets and investment trade-offs while emphasizing resilience measures like upgrading poles. She also touches on affordability issues, explaining why customer bills may rise amid necessary upgrades for reliability.
AI Snips
Chapters
Transcript
Episode notes
Surging Large-Load Queue In New York
- New large power requests queued to connect in New York total about 10 GW over the next five years.
- That queue tripled in one year, showing rapidly accelerating demand on the grid.
Manufacturing Is A Major Power Driver
- Demand growth isn't just data centers; modern manufacturing like semiconductors also drives big energy needs.
- New York attracts energy-intensive manufacturers that require long-term power planning.
Aging Assets Require Strategic Upgrades
- Much of New York's grid infrastructure is decades old, with assets near 100 years.
- National Grid replaces selectively to balance resiliency gains with keeping customer bills affordable.