Money For the Rest of Us The Future of Power: Energy at a Crossroads with Scott Harland
Jun 4, 2025
Scott Harland, Managing Partner at Rockland Capital, and Greg Dowling, Chief Investment Officer at FEG, delve into the evolving landscape of energy. They discuss the essential balance between traditional and renewable energy sources and the growing role of private sector investments in infrastructure. The duo highlights the skyrocketing energy demands from AI and data centers, exploring sustainable solutions. They also examine the complexities of integrating renewables while managing reliability, and the transformative potential of battery technology in this era.
AI Snips
Chapters
Transcript
Episode notes
Power's Growing Importance
- The power industry is crucial for economic development and decarbonization efforts.
- The digital economy significantly increases power demand, challenging reliable supply.
Scott Harland's Career Journey
- Scott Harland started as a meter reader and advanced to private equity in power.
- His career spanned engineering, trading, and finance, shaping his restructuring expertise.
Challenges Operating Legacy Plants
- Many power plants inherited from utilities require culture and efficiency shifts to be profitable.
- Older dispatchable plants must adapt to intermittent renewables with more flexible operation.