Monetary Matters with Jack Farley Brace for More Volatile Electricity Markets | LOGARISK's Imane Bakkar on Weather, AI, and other Forces Causing More Volatile Electric Grids
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Sep 24, 2025 Imane Bakkar, Founder and Managing Director of Logarisk, explores the electricity markets' volatility driven by weather, renewable energy, and AI. She highlights how AI can induce unpredictable demand spikes and discusses the impact of crypto on grid stability. With weather increasingly influencing financial systems, Imane analyzes the risks of privatized weather data and the ownership shift towards non-bank financial institutions. The conversation delves into the complexities of balancing renewables and nuclear energy within evolving market dynamics.
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AI Adds Unpredictable Demand Pressure
- The electricity system faces simultaneous supply changes from renewables and new demand from AI and electrification.
- These shifts create new instability because AI-driven loads can spike unpredictably.
Renewables Raise Volatility More Than Prices
- Grids with higher renewable shares may not lower consumer prices but can increase price volatility.
- Regional grid design and wholesale market rules determine whether renewables reduce or amplify price swings.
Weather Becomes The Core Supply Risk
- Weather replaces fuel logistics as a primary supply risk when renewables dominate.
- Negative wholesale prices can occur during oversupply from wind and solar, showing new market dynamics.
