Helen Kou

Helen Kou, Head of US Power, and Ian Berryman, Head of Energy Systems Modeling, delve into the intricate world of power markets. They explore how supply and demand dynamics shape electricity pricing and the vital role of capacity markets. Using tandem bicycles as an analogy, they explain how power plants synchronize their outputs for efficiency. The discussion also highlights challenges for renewable energy integration and the importance of innovative market designs to support a transition to a lower-carbon economy.

Mary Ross Gilbert, a retail expert, delves into Macy's improving strategies and cautious outlook after strong earnings. George Ferguson discusses critical quality issues plaguing Airbus, raising concerns over delivery targets. Jeffrey Langbaum highlights the strong potential of senior housing in the REIT sector amidst declining performance, while Helen Kou analyzes surging power demands from AI-driven data centers, warning of potential grid shortfalls. Expect engaging insights as they navigate these current market dynamics!

Helen Kou, Head of US Power at BloombergNEF, and Nathalie Limandibhratha, Senior Associate at BloombergNEF, dive into the booming AI data center market. They reveal the staggering forecast that data centers could consume nearly 10% of US electricity by 2035. The duo discusses how major tech firms dominate this landscape and the unique energy dynamics of AI workloads. They explore forecasting methodologies and the significant implications of these rapid developments on energy infrastructure and the transition to a lower-carbon economy.