Bruno Brunetti, Head of low-carbon electricity analytics at S&P Global Commodity Insights, discusses the increasing demand for guarantees of origin (GOs) and the potential rise in prices. The podcast explores the dynamics of supply and demand in the market, the driving factors behind the GEO price, the relationship between UK and EU GOs, and the hotspots for growth in the renewable energy market.

Neil Chatterjee, former chairman of the FERC and now at Palmetto, discusses the intersection of AI and the U.S. energy grid, focusing on sustainable strategies. Bruno Brunetti from S&P Global highlights the surging electricity demands from generative AI and data centers, while Jonathan Schroth explores the complexities of data center infrastructure. They also delve into regulatory challenges, particularly Ireland's stance, and the need for collaboration to ensure reliable and sustainable energy as AI technologies evolve.