Caroline Golin

Caroline Golin, CEO of Envision Energy Advisors and former Google energy market chief, joins to explore why electricity prices are rising. Surprisingly, industrial growth in states like North Dakota and Texas has sometimes helped lower prices. The real culprits are soaring transmission and distribution costs, largely due to grid upgrades for extreme weather. They also discuss innovative proposals to streamline connections for large data centers and the ongoing tug-of-war between federal and state regulations that could shape the future of energy costs.

In this discussion, Caroline Golin, former global head of market development and innovation at Google, shares her insights on how AI is reshaping energy strategies for tech companies. She highlights the transition from a buyer's market to a seller's market in clean energy procurement and the urgent need for a new infrastructure model to meet the demands of AI. Golin also emphasizes the $5 trillion capex challenge for data centers by 2030 and the necessity for innovative financing solutions and regulatory adaptations in the evolving energy landscape.

Caroline Golin, Global Head of Energy Market Development at Google, and Kate Gordon, Chief Executive of California Forward, discuss the new era of electricity demand in the U.S. Golin highlights Google's drive for 24/7 carbon-free energy while advocating for innovative clean energy business models. Gordon addresses the complexities caused by extreme heat and electrification. Both emphasize the need for collaboration and infrastructure updates to meet the growing demand and decarbonization goals, underscoring the challenges and opportunities for a sustainable energy future.