AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
All the Credit
High Voltage: Exploring Developments Across the U.S. Electric Grid
Dec 12, 2024
Michael Haigh, a U.S. Leveraged Loans Portfolio Manager at PGIM Fixed Income, and Maxwell Hausle, an Investment Grade Credit Research Analyst, dive deep into the surging demand for electricity in the U.S. They discuss how advancements in AI and data centers are driving this demand, alongside the regulatory challenges it presents. The duo evaluates the potential of nuclear energy in the mix and the economic pressures utilities face. Their insights reveal a complex landscape where regional power dynamics and rising prices affect both consumers and energy providers.
26:37
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The accelerating demand for power in the U.S. driven by AI and data centers necessitates complex regulatory and logistical solutions across regions.
- The evolving landscape of power generation highlights the need for investment in both traditional and renewable energy sources amid rising prices and aging infrastructure.
Deep dives
Growth Drivers in U.S. Power Demand
The demand for power in the United States is projected to grow due to several key factors, including the rapid expansion of artificial intelligence (AI) technologies and the accompanying need for data centers. In addition to AI, other growth drivers include the reshoring of manufacturing and an overall electrification trend across various sectors. The sustainability of this growth is supported by advancements in technology, even beyond AI. However, challenges remain in the form of regulatory hurdles and supply chain issues, making the provision of new power generation capacity more complex.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode