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Chris Wu
Head of U.S. Power Trading at J.P. Morgan with expertise in U.S. power markets, generation mix, and trading implications of evolving demand drivers like AI data centers.
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Nov 18, 2025
• 20min
AI, policy and the future of US power trading
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Chris Wu, Head of U.S. Power Trading at J.P. Morgan, delves into the seismic shifts occurring in the U.S. power market driven by AI data centers. He discusses how skyrocketing electricity demand from these centers is reshaping trading dynamics, while contrasting this surge with past trends linked to electric vehicles. Wu also addresses the slowdown in renewable energy projects, the pivotal roles of natural gas and nuclear power, and the critical need for enhanced energy infrastructure and transmission reforms in light of new market entrants.
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